RC

Ridgepath Capital Management LLC

逆势操作型高频交易型行业集中型

申报总市值

US$2.0亿

申报季度: 2026-03-31 · 持股只数: 51

Ridgepath Capital Management LLC在最新一期 13F 报告中披露了 51 项持股，申报期为 2026-03-31，总持股市值约为 US$2.0亿，季度换手率为 78.3%。

机构性格雪花图

集中度
37.02
持仓稳定性
78.27
动能／逆势
0
行业集中度
87.68
多样化
100
仓位均衡度
80.52

近期动向

  • 减仓 SGOV

    -71.9%　-US$4690.9万

  • 加仓 JPST

    +214.7%　US$3238.2万

  • 减仓 SSO

    +4.1%　-US$2065.4万

  • 加仓 IWM

    +246.2%　US$663.2万

  • 减仓 UPRO

    -18.6%　-US$677.3万

  • 加仓 TQQQ

    +285.4%　US$261.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1JPSTJpmorgan Ultra-short IncomeETF-其他23.62%+16.67%+214.71%
2SSOProshares Ultra S&p500ETF-其他9.54%-8.76%+4.13%
3SGOVIshares 0-3 Month Treasury BETF-政府公债9.10%-20.85%-71.92%
4UPROProshares Ultrapro S&p 500ETF-大型股与成长8.16%-2.49%-18.62%
5VOEVanguard Mid-cap Value ETFETF-其他4.88%+4.88%NEW
6IWMIshares Russell 2000 ETFETF-中小型股4.59%+3.39%+246.18%
7TQQQProshares Ultrapro QqqETF-其他3.64%+1.47%+285.39%
8IEIIshares 3-7 Year Treasury BoETF-政府公债3.51%-0.84%-24.77%
9PMPhilip Morris International股票-非周期性消费3.33%+0.37%+1.81%
10BRK-BBerkshire Hathaway Inc-cl B股票-其他2.84%-0.73%-22.96%
11SRTYProshares Ultrapro Shrt R2kETF-其他2.78%+2.78%NEW
12SOXSDirex Dai Semi Be 3x Etf-usdETF-其他2.55%+2.55%NEW
13MOAltria Group INC股票-非周期性消费2.04%+0.16%+0.36%
14IVVIshares Core S&p 500 ETFETF-大型股与成长1.83%+0.19%+5.77%
15PAYXPaychex INC股票-科技1.72%-0.65%-8.11%
16RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.37%+1.37%NEW
17WMTWalmart INC股票-非周期性消费1.36%+0.32%+0.17%
18DOCUDocusign INC股票-科技1.33%+1.33%NEW
19GBTCGrayscale Bitcoin Trust ETFETF-加密货币1.32%+1.32%NEW
20VZVerizon Communications INC股票-通信服务1.26%-0.72%-48.57%
21QQQInvesco Qqq Trust Series 1ETF-科技型0.89%+0.47%+105.50%
22AAPLApple INC股票-科技0.87%+0.29%+40.60%
23MSFTMicrosoft CORP股票-科技0.66%-0.06%+18.89%
24MDLZMondelez International Inc-a股票-非周期性消费0.54%+0.01%+1.70%
25XLCSs Comm Select Sector SpdrETF-其他0.53%—-0.20%
26RYAMRayonier Advanced Materials股票-其他0.53%+0.16%-13.88%
27MGKVanguard Mega Cap Growth ETFETF-其他0.46%——
28NVDANvidia CORP股票-科技0.43%-0.25%-37.34%
29FBKFb Financial CORP股票-其他0.39%+0.01%—
30BRK-ABerkshire Hathaway Inc-cl A股票-其他0.36%+0.01%—
31AVGOBroadcom INC股票-科技0.28%+0.01%+0.39%
32GOOGLAlphabet Inc-cl A股票-通信服务0.25%+0.05%+0.11%
33GLWCorning INC股票-科技0.24%+0.11%+0.34%
34AMZNAmazon.com INC股票-周期性消费0.24%+0.01%—
35FISVFiserv INC股票-其他0.22%-0.21%+10.52%
36LRCXLam Research CORP股票-科技0.22%+0.09%—
37VTWOVanguard Russell 2000 ETFETF-中小型股0.20%——
38SMHVaneck Semiconductor ETFETF-其他0.20%+0.04%—
39IDCCInterdigital INC股票-科技0.19%-0.01%+0.39%
40CVXChevron CORP股票-能源0.19%+0.06%+0.87%
41GEGeneral Electric股票-工业0.19%+0.01%+0.15%
42BTIBritish American Tob-sp Adr股票-非周期性消费0.18%+0.03%+1.34%
43GEVGE Vernova INC股票-工业0.14%+0.05%—
44PGProcter & Gamble Co/the股票-非周期性消费0.13%—+0.60%
45TSCOTractor Supply Company股票-周期性消费0.13%-0.02%+0.47%
46QTUMDefiance Quantum ETFETF-其他0.13%—-9.92%
47SMBKSmartfinancial INC股票-其他0.12%+0.02%-0.81%
48VTVanguard Tot World Stk ETFETF-其他0.12%—-3.97%
49AMLPAlerian Mlp ETFETF-其他0.10%+0.10%NEW
50UCBUnited Community Banks/ga股票-金融0.10%-0.01%-12.43%
1–50 of 51

本季持股变动

Ridgepath Capital Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Mid-cap Value ETF (VOE); 清仓: Dir Dai Sml Ca Bul 3x Et-usd (TNA); 新建仓: Proshares Ultrapro Shrt R2k (SRTY); 新建仓: Direx Dai Semi Be 3x Etf-usd (SOXS); 新建仓: Invesco S&p 500 Equal Weight (RSP).

Ridgepath Capital Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1JPSTJpmorgan Ultra-short Income+16.7%+214.71%加仓
2IWMIshares Russell 2000 ETF+3.4%+246.18%加仓
3TQQQProshares Ultrapro Qqq+1.5%+285.39%加仓
4QQQInvesco Qqq Trust Series 1+0.5%+105.50%加仓
5PMPhilip Morris International+0.4%+1.81%加仓
6WMTWalmart INC+0.3%+0.17%加仓
7AAPLApple INC+0.3%+40.60%加仓
8IVVIshares Core S&p 500 ETF+0.2%+5.77%加仓
9RYAMRayonier Advanced Materials+0.2%-13.88%减仓
10MOAltria Group INC+0.2%+0.36%加仓
11GLWCorning INC+0.1%+0.34%加仓
12LRCXLam Research CORP+0.1%—不变
13CVXChevron CORP+0.1%+0.87%加仓
14GEVGE Vernova INC+0.1%—不变
15GOOGLAlphabet Inc-cl A+0.1%+0.11%加仓
16SMHVaneck Semiconductor ETF0%—不变
17BTIBritish American Tob-sp Adr0%+1.34%加仓
18SMBKSmartfinancial INC0%-0.81%减仓
19MDLZMondelez International Inc-a0%+1.70%加仓
20FBKFb Financial CORP0%—不变
21BRK-ABerkshire Hathaway Inc-cl A0%—不变
22AVGOBroadcom INC0%+0.39%加仓
23AMZNAmazon.com INC0%—不变
24GEGeneral Electric0%+0.15%加仓
25MGKVanguard Mega Cap Growth ETF——不变
26XLCSs Comm Select Sector Spdr—-0.20%减仓
27QTUMDefiance Quantum ETF—-9.92%减仓
28PGProcter & Gamble Co/the—+0.60%加仓
29IDCCInterdigital INC0%+0.39%加仓
30UCBUnited Community Banks/ga0%-12.43%减仓
31TSCOTractor Supply Company0%+0.47%加仓
32MSFTMicrosoft CORP-0.1%+18.89%加仓
33FISVFiserv INC-0.2%+10.52%加仓
34NVDANvidia CORP-0.3%-37.34%减仓
35PAYXPaychex INC-0.7%-8.11%减仓
36VZVerizon Communications INC-0.7%-48.57%减仓
37BRK-BBerkshire Hathaway Inc-cl B-0.7%-22.96%减仓
38IEIIshares 3-7 Year Treasury Bo-0.8%-24.77%减仓
39UPROProshares Ultrapro S&p 500-2.5%-18.62%减仓
40SSOProshares Ultra S&p500-8.8%+4.13%加仓
41SGOVIshares 0-3 Month Treasury B-20.9%-71.92%减仓
42VOEVanguard Mid-cap Value ETF—NEW新建仓
43TNADir Dai Sml Ca Bul 3x Et-usd—EXIT清仓
44SRTYProshares Ultrapro Shrt R2k—NEW新建仓
45SOXSDirex Dai Semi Be 3x Etf-usd—NEW新建仓
46RSPInvesco S&p 500 Equal Weight—NEW新建仓
47DOCUDocusign INC—NEW新建仓
48GBTCGrayscale Bitcoin Trust ETF—NEW新建仓
49AMLPAlerian Mlp ETF—NEW新建仓
50KHCKraft Heinz Co/the—EXIT清仓

FAQ

Ridgepath Capital Management LLC 是什么机构？属于哪种投资人类型？
Ridgepath Capital Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.0亿，分布在 51 个已申报仓位之中。
Ridgepath Capital Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，Ridgepath Capital Management LLC 按市值排列的前几大持股为： 1. Jpmorgan Ultra-short Income (JPST) — US$4751.7万 (23.6%) 2. Proshares Ultra S&p500 (SSO) — US$1920.1万 (9.5%) 3. Ishares 0-3 Month Treasury B (SGOV) — US$1830.3万 (9.1%) 4. Proshares Ultrapro S&p 500 (UPRO) — US$1641.1万 (8.2%) 5. Vanguard Mid-cap Value ETF (VOE) — US$981.7万 (4.9%)
Ridgepath Capital Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ridgepath Capital Management LLC 共进行了 43 项显著调整：新建仓 7 个仓位、加仓 22 个既有持股、减仓 12 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Vanguard Mid-cap Value ETF (VOE); 清仓: Dir Dai Sml Ca Bul 3x Et-usd (TNA); 新建仓: Proshares Ultrapro Shrt R2k (SRTY); 新建仓: Direx Dai Semi Be 3x Etf-usd (SOXS); 新建仓: Invesco S&p 500 Equal Weight (RSP)
Ridgepath Capital Management LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Ridgepath Capital Management LLC 的主要板块分布如下： • Consumer Staples: 40.2% • Information Technology: 31.5% • Financials: 15.6% • Communication Services: 8.0% • Consumer Discretionary: 1.9% • Industrials: 1.7%