GC
Guidance Capital, INC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$4.5亿
申报季度: 2026-03-31 · 持股只数: 229
GUIDANCE CAPITAL, INC在最新一期 13F 报告中披露了 229 项持股，申报期为 2026-03-31，总持股市值约为 US$4.5亿，季度换手率为 46.1%。
机构性格雪花图
- 集中度
- 10.24
- 持仓稳定性
- 46.13
- 动能／逆势
- 100
- 行业集中度
- 42.79
- 多样化
- 100
- 仓位均衡度
- 77.9
近期动向
减仓 VCLT
-88.9% -US$330.5万
加仓 LQD
+340.3% US$366.0万
减仓 FLOT
-82.3% -US$303.0万
加仓 SHY
+207.2% US$331.4万
加仓 SMMD
+253.3% US$268.7万
加仓 GNMA
+349.1% US$253.5万
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 |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.47% | — | -6.98% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.89% | — | +2.87% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.08% | +0.06% | -0.56% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.73% | — | -0.06% | |
| 5 | GSY | Invesco Ultra Short Duration | ETF-其他 | 2.81% | — | +8.16% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.70% | — | +7.71% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.58% | — | +7.34% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.55% | — | +8.10% | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.54% | — | +8.11% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.20% | +0.40% | +21.39% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.07% | +0.16% | +574.53% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.66% | +0.20% | +33.91% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.64% | — | +11.66% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.52% | — | +0.97% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | — | +5.13% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.11% | +0.71% | +207.20% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.07% | +0.80% | +340.25% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.01% | +0.33% | +41.77% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | — | +4.85% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.82% | +0.58% | +253.34% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.74% | — | -1.50% | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.74% | — | +25.75% | |
| 23 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 0.73% | +0.55% | +349.08% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | — | -1.67% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.69% | — | +2.49% | |
| 26 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 0.67% | — | +16.13% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | — | +8.33% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.63% | +0.30% | +5.41% | |
| 29 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-科技型 | 0.57% | +0.41% | +266.12% | |
| 30 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.56% | +0.43% | +391.14% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.56% | — | +30.12% | |
| 32 | GEV | GE Vernova INC | 股票-工业 | 0.55% | +0.48% | +401.78% | |
| 33 | MPWR | Monolithic Power Systems INC | 股票-科技 | 0.53% | — | -48.20% | |
| 34 | TMUS | T-mobile US INC | 股票-通信服务 | 0.50% | — | +18.59% | |
| 35 | NRG | Nrg Energy INC | 股票-公用事业 | 0.49% | — | +1.28% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | — | +1.14% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | +0.29% | +161.45% | |
| 38 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.48% | -0.42% | -37.49% | |
| 39 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.45% | +0.34% | +274.52% | |
| 40 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.43% | — | +17.62% | |
| 41 | Q | Qnity Electronics INC | 股票-科技 | 0.41% | +0.41% | NEW | |
| 42 | CHDN | Churchill Downs INC | 股票-周期性消费 | 0.41% | — | +74.59% | |
| 43 | IGE | Ishares North American Natur | ETF-其他 | 0.41% | +0.30% | +263.79% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.40% | — | +3.48% | |
| 45 | MBB | Ishares Mbs ETF | ETF-其他 | 0.40% | +0.31% | +369.46% | |
| 46 | VTG | Vanguard Total Treasury ETF | ETF-政府公债 | 0.40% | +0.31% | +387.41% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.40% | — | +24.25% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.39% | +0.30% | +374.42% | |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.39% | — | -2.47% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.39% | — | +194.19% |
1–50 of 229
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 229 | US$4.5亿 | 46 | |
| 2025-12-31 | 222 | US$4.1亿 | 21 | |
| 2025-09-30 | 202 | US$3.8亿 | 56 | |
| 2025-06-30 | 204 | US$3.5亿 | 0 | |
| 2025-03-31 | 196 | US$3.3亿 | 0 | |
| 2024-12-31 | 192 | US$3.3亿 | 0 | |
| 2024-09-30 | 173 | US$3.2亿 | 0 | |
| 2024-06-30 | 169 | US$3.1亿 | 0 | |
| 2024-03-31 | 165 | US$2.7亿 | 0 | |
| 2023-12-31 | 172 | US$2.5亿 | 0 | |
| 2023-09-30 | 149 | US$2.2亿 | 0 | |
| 2023-06-30 | 154 | US$2.3亿 | 0 |
本季持股变动
Guidance Capital, INC 在 2026-03-31 最显著的持仓异动： 清仓: Invesco Senior Loan ETF (BKLN); 清仓: Huntington Ingalls Industrie (HII); 新建仓: Qnity Electronics INC (Q); 清仓: C.h. Robinson Worldwide INC (CHRW); 清仓: Vanguard Int-term Corporate (VCIT).
FAQ
Guidance Capital, INC 是什么机构？属于哪种投资人类型？
Guidance Capital, INC 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$4.5亿，分布在 229 个已申报仓位之中。
Guidance Capital, INC 目前前几大持股有哪些？
根据最新 13F 申报，Guidance Capital, INC 按市值排列的前几大持股为：
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$4224.0万 (9.5%)
2. Ishares Core S&p Small-cap E (IJR) — US$3517.4万 (7.9%)
3. Ishares Core Msci Emerging (IEMG) — US$1819.9万 (4.1%)
4. Ishares Core Msci Eafe ETF (IEFA) — US$1662.4万 (3.7%)
5. Invesco Ultra Short Duration (GSY) — US$1251.1万 (2.8%)
Guidance Capital, INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Guidance Capital, INC 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 21 个既有持股、减仓 9 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：清仓: Invesco Senior Loan ETF (BKLN); 清仓: Huntington Ingalls Industrie (HII); 新建仓: Qnity Electronics INC (Q); 清仓: C.h. Robinson Worldwide INC (CHRW); 清仓: Vanguard Int-term Corporate (VCIT)
Guidance Capital, INC 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，Guidance Capital, INC 的主要板块分布如下：
• Information Technology: 28.6%
• Industrials: 15.9%
• Consumer Discretionary: 8.8%
• Financials: 7.6%
• Energy: 6.3%
• Consumer Staples: 6.2%