OL

Owen LaRue, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$2.6亿

申报季度: 2026-03-31 · 持股只数: 128

Owen LaRue, LLC在最新一期 13F 报告中披露了 128 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 33.1%。

机构性格雪花图

集中度
10.53
持仓稳定性
33.05
动能／逆势
100
行业集中度
93.07
多样化
100
仓位均衡度
84.54

近期动向

  • 加仓 CSHI

    +322.6%　US$1065.3万

  • 减仓 SGOV

    -16.1%　-US$393.5万

  • 减仓 NTRL

    -82.6%　-US$353.8万

  • 加仓 BUCK

    +132.0%　US$340.3万

  • 减仓 PLTR

    -4.5%　-US$301.3万

  • 减仓 MSFT

    -27.8%　-US$288.2万

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
1SGOVIshares 0-3 Month Treasury BETF-政府公债8.03%-1.43%-16.06%
2CSHINeos Enhanced Income 1-3 MonETF-其他5.35%+4.10%+322.64%
3QQQInvesco Qqq Trust Series 1ETF-科技型5.19%—+4.70%
4AAPLApple INC股票-科技4.60%-0.33%-0.89%
5COWZPacer US Cash Cows 100 ETFETF-其他4.40%—-0.75%
6PLTRPalantir Technologies Inc-a股票-科技4.24%-1.11%-4.51%
7JPMJpmorgan Chase & Co股票-金融3.20%-0.54%-7.10%
8NVDANvidia CORP股票-科技2.89%-0.31%-4.42%
9SDVYFirst Trust Smid Cap RisingETF-其他2.49%+0.31%+9.86%
10FIIGFt Intermed Dur Ig CORP ETFETF-其他2.31%-0.30%-10.16%
11BUCKSimplify Treasury Option INCETF-政府公债2.31%+1.31%+132.05%
12FDDFirst Trust Stoxx EuropeETF-其他1.69%—+3.40%
13DIVIFranklin International CoreETF-其他1.68%—+4.83%
14GRIDFirst Trst Nasd Cl Edg SgiifETF-其他1.64%-0.35%-23.67%
15FGDFirst Trust Dj Gl Sel DvdETF-其他1.63%+0.17%+4.76%
16WMTWalmart INC股票-非周期性消费1.60%+0.19%+0.86%
17BINCIshares Flex I A Etf-usd INCETF-其他1.51%+0.33%+29.48%
18CGDVCap Group Dividend ValueETF-其他1.45%—+0.45%
19DOWDow INC股票-原材料1.41%+1.41%NEW
20SVOLSimplify Volatility PremiumETF-其他1.37%-0.86%-30.16%
21GEVGE Vernova INC股票-工业1.37%—-16.88%
22MSFTMicrosoft CORP股票-科技1.37%-1.08%-27.84%
23PULSPgim Ultra Short Bond ETFETF-其他1.34%+0.35%+34.15%
24JNJJohnson & Johnson股票-医疗保健1.34%+0.28%+5.57%
25DNPDnp Select Income Fund INC股票-金融1.33%-0.18%-15.41%
26QQQINeos Nasdaq-100 High INC ETFETF-科技型1.30%+0.36%+47.74%
27SPYINeos S&p 500 High Income ETFETF-大型股与成长1.21%—+21.24%
28SHYGIshares 0-5 Yr Hy CORP BondETF-投资级公司债1.04%-0.33%-23.65%
29CPNSCalamos Nsdq 100 Alt SeptETF-其他0.95%—-10.91%
30AMZNAmazon.com INC股票-周期性消费0.92%—+8.30%
31PAVEGlobal X US InfrastructureETF-其他0.78%—+2.58%
32AVGOBroadcom INC股票-科技0.77%-0.38%-26.33%
33SCHFSchwab Intl Equity ETFETF-其他0.74%—-0.77%
34XVSimplify Target 15 Distr ETFETF-其他0.73%-0.56%-39.84%
35TSLATesla INC股票-周期性消费0.72%—+25.18%
36ITAIshares U.s. Aerospace & DefETF-其他0.69%—-2.66%
37GSGoldman Sachs Group INC股票-金融0.68%+0.29%+76.34%
38SHLDGlobal X Defense Tech ETFETF-科技型0.63%—+11.04%
39GEGeneral Electric股票-工业0.63%—-3.47%
40ZDEKInno Equ Def Pro ETF - 1 DeETF-其他0.61%—-1.35%
41MGKVanguard Mega Cap Growth ETFETF-其他0.60%—+31.34%
42XOMExxon Mobil CORP股票-能源0.59%+0.59%NEW
43CLSCelestica INC股票-科技0.58%—-0.37%
44CPROCals Rus 2000 S A P ETF OctETF-其他0.58%—-0.11%
45CGGRCap Group Growth EquityETF-其他0.57%-0.56%-44.61%
46CCitigroup INC股票-金融0.57%—-9.20%
47RDVYFirst Trust Rising DividendETF-其他0.53%—+36.89%
48SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长0.52%—+42.11%
49AIRRFirst Trust Rba American IndETF-其他0.49%+0.39%+333.85%
50MISLFirst Trust Indxx Aero & DefETF-其他0.48%—+0.01%
1–50 of 128

本季持股变动

Owen LaRue, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Dow INC (DOW); 新建仓: Exxon Mobil CORP (XOM); 清仓: Sofi Technologies INC (SOFI); 新建仓: Corning INC (GLW); 新建仓: Procure Space ETF (UFO).

Owen LaRue, 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
1CSHINeos Enhanced Income 1-3 Mon+4.1%+322.64%加仓
2BUCKSimplify Treasury Option INC+1.3%+132.05%加仓
3AIRRFirst Trust Rba American Ind+0.4%+333.85%加仓
4IWMINeos Russell 2000 High INC+0.4%+320.77%加仓
5QQQINeos Nasdaq-100 High INC ETF+0.4%+47.74%加仓
6PULSPgim Ultra Short Bond ETF+0.4%+34.15%加仓
7BINCIshares Flex I A Etf-usd INC+0.3%+29.48%加仓
8SDVYFirst Trust Smid Cap Rising+0.3%+9.86%加仓
9GSGoldman Sachs Group INC+0.3%+76.34%加仓
10JNJJohnson & Johnson+0.3%+5.57%加仓
11WMTWalmart INC+0.2%+0.86%加仓
12FGDFirst Trust Dj Gl Sel Dvd+0.2%+4.76%加仓
13DNPDnp Select Income Fund INC-0.2%-15.41%减仓
14CRWDCrowdstrike Holdings INC - A-0.3%-35.88%减仓
15SBARSimplify Barrier Income ETF-0.3%-43.36%减仓
16FIIGFt Intermed Dur Ig CORP ETF-0.3%-10.16%减仓
17NVDANvidia CORP-0.3%-4.42%减仓
18AAPLApple INC-0.3%-0.89%减仓
19SHYGIshares 0-5 Yr Hy CORP Bond-0.3%-23.65%减仓
20GRIDFirst Trst Nasd Cl Edg Sgiif-0.4%-23.67%减仓
21AVGOBroadcom INC-0.4%-26.33%减仓
22OKEOneok INC-0.4%-80.04%减仓
23JPMJpmorgan Chase & Co-0.5%-7.10%减仓
24XVSimplify Target 15 Distr ETF-0.6%-39.84%减仓
25CGGRCap Group Growth Equity-0.6%-44.61%减仓
26SLVIshares Silver Trust-0.8%-85.30%减仓
27CEGConstellation Energy-0.8%-57.67%减仓
28SVOLSimplify Volatility Premium-0.9%-30.16%减仓
29AMDAdvanced Micro Devices-0.9%-79.40%减仓
30MSFTMicrosoft CORP-1.1%-27.84%减仓
31PLTRPalantir Technologies Inc-a-1.1%-4.51%减仓
32NTRLFirst Trust Equity Market Ne-1.3%-82.57%减仓
33SGOVIshares 0-3 Month Treasury B-1.4%-16.06%减仓
34DOWDow INC—NEW新建仓
35XOMExxon Mobil CORP—NEW新建仓
36SOFISofi Technologies INC—EXIT清仓
37GLWCorning INC—NEW新建仓
38UFOProcure Space ETF—NEW新建仓
39FTXOFirst Trust Nasdaq Bank ETF—EXIT清仓
40GRNYFundstr Gran Sh US Lrg Cap—NEW新建仓
41IBITIshares Bitcoin Trust ETF—NEW新建仓
42XLISs Industrial Select Sector—NEW新建仓
43IEMGIshares Core Msci Emerging—NEW新建仓
44VNMVaneck Vietnam ETF—EXIT清仓
45REMXVaneck Rar Earth Nd Stg-usdi—NEW新建仓
46LITELumentum Holdings INC—NEW新建仓
47MLPAGlobal X Mlp ETF—NEW新建仓
48ABBVAbbvie INC—EXIT清仓
49CPNMCl Nd 100 St At Pr ETF - Mar—NEW新建仓
50AXPAmerican Express Co—NEW新建仓

FAQ

Owen LaRue, LLC 是什么机构？属于哪种投资人类型？
Owen LaRue, 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$2.6亿，分布在 128 个已申报仓位之中。
Owen LaRue, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Owen LaRue, LLC 按市值排列的前几大持股为： 1. Ishares 0-3 Month Treasury B (SGOV) — US$2092.5万 (8.0%) 2. Neos Enhanced Income 1-3 Mon (CSHI) — US$1395.1万 (5.3%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$1351.5万 (5.2%) 4. Apple INC (AAPL) — US$1198.6万 (4.6%) 5. Pacer US Cash Cows 100 ETF (COWZ) — US$1145.4万 (4.4%)
Owen LaRue, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Owen LaRue, LLC 共进行了 50 项显著调整：新建仓 13 个仓位、加仓 12 个既有持股、减仓 21 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Dow INC (DOW); 新建仓: Exxon Mobil CORP (XOM); 清仓: Sofi Technologies INC (SOFI); 新建仓: Corning INC (GLW); 新建仓: Procure Space ETF (UFO)
Owen LaRue, 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，Owen LaRue, LLC 的主要板块分布如下： • Information Technology: 51.4% • Financials: 16.7% • Industrials: 7.5% • Health Care: 6.6% • Consumer Staples: 6.5% • Consumer Discretionary: 5.8%