OF

O'Connor Financial Group LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$2.4亿

申报季度: 2026-03-31 · 持股只数: 58

O'Connor Financial Group LLC在最新一期 13F 报告中披露了 58 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 4.2%。

机构性格雪花图

集中度
21.01
持仓稳定性
4.22
动能／逆势
100
行业集中度
84.45
多样化
100
仓位均衡度
85.57

近期动向

  • 加仓 JPST

    +20.9%　US$148.3万

  • 减仓 VOO

    +1.1%　-US$129.5万

  • 加仓 AVUV

    -0.9%　US$12.8万

  • 加仓 LDUR

    -0.0%　-US$6.9万

  • 减仓 ESUM

    -0.4%　-US$76.0万

  • 减仓 QQQ

    +1.2%　-US$70.7万

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
1VOOVanguard S&p 500 ETFETF-大型股与成长10.86%-0.24%+1.14%
2LDURPimco Enhanced Low DurationETF-其他9.07%+0.20%-0.03%
3BONDPimco Active Bond Exchange-tETF-其他8.91%+0.09%-0.19%
4AVUVAvantis US Small Cap ValueETF-中小型股5.80%+0.20%-0.90%
5SPDWSte Str Spdr Pt Dw EU ETFETF-其他5.44%+0.03%+0.32%
6ESUMEventide US Market ETFETF-其他5.31%-0.17%-0.40%
7TPIFTimothy Plan Intl ETFETF-其他4.91%—-2.14%
8QQQInvesco Qqq Trust Series 1ETF-科技型4.40%-0.17%+1.24%
9RDVYFirst Trust Rising DividendETF-其他4.33%-0.04%+1.58%
10VOVanguard Mid-cap ETFETF-其他4.10%-0.05%+0.14%
11JPSTJpmorgan Ultra-short IncomeETF-其他3.55%+0.68%+20.86%
12DFEMDimensional Emrg Mrkt CoreETF-其他3.11%-0.02%-0.40%
13DGSWisdomtree Em Small CapETF-中小型股2.98%+0.02%-0.20%
14SRLNSs Blackstone Sr Loan ETFETF-其他2.87%+0.02%+0.81%
15PYLDPimco Multisector Bond ActvETF-其他2.69%—+0.11%
16TPSCTimothy Plan US Small Cap CoETF-中小型股2.66%-0.04%-0.94%
17ELCVEventide High Dividend ETFETF-其他2.43%+0.15%-1.00%
18CIBRFirst Trust Nasdaq CybersecuETF-科技型2.22%-0.14%+3.66%
19IVVIshares Core S&p 500 ETFETF-大型股与成长1.84%-0.08%-1.26%
20IVEIshares S&p 500 Value ETFETF-大型股与成长1.66%-0.03%-1.55%
21VBVanguard Small-cap ETFETF-其他0.76%-0.05%-3.03%
22VBRVanguard Small-cap Value ETFETF-其他0.73%-0.03%-3.61%
23TPLCTimothy Pln US Lrg/mid CapETF-其他0.70%-0.02%-3.73%
24PSEPInnovator U.s. Equity PowerETF-其他0.64%+0.01%—
25NVDANvidia CORP股票-科技0.60%-0.03%+0.91%
26UNOVInnovator U.s. Equity UltraETF-其他0.55%——
27AAPLApple INC股票-科技0.45%+0.02%+0.49%
28EFVIshares Msci Eafe Value ETFETF-其他0.41%-0.01%-4.18%
29EFAIshares Msci Eafe ETFETF-其他0.41%—-1.22%
30MSFTMicrosoft CORP股票-科技0.39%-0.09%-0.08%
31VTVVanguard Value ETFETF-其他0.39%-0.01%-3.69%
32VTIVanguard Total Stock Mkt ETFETF-其他0.34%-0.03%-3.67%
33UJULInnovator U.s. Equity UltraETF-其他0.33%+0.01%+0.09%
34TPHDTimothy Plan High Dvd StckETF-其他0.31%+0.02%+0.90%
35AMZNAmazon.com INC股票-周期性消费0.28%-0.03%+1.25%
36LMBSFirst Trust Low Duration OppETF-其他0.27%—-0.09%
37XOMExxon Mobil CORP股票-能源0.24%+0.05%+0.66%
38GOOGLAlphabet Inc-cl A股票-通信服务0.23%-0.01%+3.01%
39AVGOBroadcom INC股票-科技0.21%—+0.99%
40IVWIshares S&p 500 Growth ETFETF-大型股与成长0.20%-0.01%+1.00%
41GOOGAlphabet Inc-cl C股票-通信服务0.19%-0.02%+2.04%
42ACWXIshares Msci Acwi Ex US ETFETF-其他0.19%—+0.14%
43RTXRtx CORP股票-工业0.18%—+0.67%
44METAMeta Platforms Inc-class A股票-通信服务0.18%-0.02%+0.40%
45VEAVanguard Ftse Developed ETFETF-其他0.17%—-0.34%
46SMMDIshares Russell 2500 ETFETF-其他0.16%—+1.68%
47UJANInnovator U.s. Equity UltraETF-其他0.16%-0.02%-11.00%
48TSLATesla INC股票-周期性消费0.14%-0.03%+0.65%
49JPMJpmorgan Chase & Co股票-金融0.14%—+2.19%
50UJUNInnovator U.s. Equity UltraETF-其他0.14%—+0.04%
1–50 of 58

本季持股变动

O'Connor Financial Group LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 加仓: Jpmorgan Ultra-short Income (JPST) — 股数 +20.86%; 加仓: Vanguard S&p 500 ETF (VOO) — 股数 +1.14%; 减仓: Avantis US Small Cap Value (AVUV) — 股数 -0.90%; 减仓: Pimco Enhanced Low Duration (LDUR) — 股数 -0.03%.

O'Connor Financial Group 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+0.7%+20.86%加仓
2AVUVAvantis US Small Cap Value+0.2%-0.90%减仓
3LDURPimco Enhanced Low Duration+0.2%-0.03%减仓
4ELCVEventide High Dividend ETF+0.2%-1.00%减仓
5BONDPimco Active Bond Exchange-t+0.1%-0.19%减仓
6XOMExxon Mobil CORP+0.1%+0.66%加仓
7SPDWSte Str Spdr Pt Dw EU ETF0%+0.32%加仓
8SRLNSs Blackstone Sr Loan ETF0%+0.81%加仓
9DGSWisdomtree Em Small Cap0%-0.20%减仓
10AAPLApple INC0%+0.49%加仓
11TPHDTimothy Plan High Dvd Stck0%+0.90%加仓
12WMTWalmart INC0%+6.00%加仓
13PSEPInnovator U.s. Equity Power0%—不变
14UJULInnovator U.s. Equity Ultra0%+0.09%加仓
15BRK-BBerkshire Hathaway Inc-cl B0%+4.75%加仓
16TPIFTimothy Plan Intl ETF—-2.14%减仓
17PYLDPimco Multisector Bond Actv—+0.11%加仓
18EFAIshares Msci Eafe ETF—-1.22%减仓
19UNOVInnovator U.s. Equity Ultra——不变
20ACWXIshares Msci Acwi Ex US ETF—+0.14%加仓
21SMMDIshares Russell 2500 ETF—+1.68%加仓
22GOOGLAlphabet Inc-cl A0%+3.01%加仓
23VTVVanguard Value ETF0%-3.69%减仓
24IVWIshares S&p 500 Growth ETF0%+1.00%加仓
25EFVIshares Msci Eafe Value ETF0%-4.18%减仓
26LLYEli Lilly & Co0%+1.87%加仓
27QQQMInvesco Nasdaq 100 ETF0%+1.48%加仓
28DFEMDimensional Emrg Mrkt Core0%-0.40%减仓
29TPLCTimothy Pln US Lrg/mid Cap0%-3.73%减仓
30METAMeta Platforms Inc-class A0%+0.40%加仓
31GOOGAlphabet Inc-cl C0%+2.04%加仓
32UJANInnovator U.s. Equity Ultra0%-11.00%减仓
33IBMIntl Business Machines CORP0%-0.36%减仓
34IVEIshares S&p 500 Value ETF0%-1.55%减仓
35VBRVanguard Small-cap Value ETF0%-3.61%减仓
36NVDANvidia CORP0%+0.91%加仓
37AMZNAmazon.com INC0%+1.25%加仓
38VTIVanguard Total Stock Mkt ETF0%-3.67%减仓
39TSLATesla INC0%+0.65%加仓
40RDVYFirst Trust Rising Dividend0%+1.58%加仓
41TPSCTimothy Plan US Small Cap Co0%-0.94%减仓
42VOVanguard Mid-cap ETF-0.1%+0.14%加仓
43VBVanguard Small-cap ETF-0.1%-3.03%减仓
44IVVIshares Core S&p 500 ETF-0.1%-1.26%减仓
45MSFTMicrosoft CORP-0.1%-0.08%减仓
46CIBRFirst Trust Nasdaq Cybersecu-0.1%+3.66%加仓
47ESUMEventide US Market ETF-0.2%-0.40%减仓
48QQQInvesco Qqq Trust Series 1-0.2%+1.24%加仓
49VOOVanguard S&p 500 ETF-0.2%+1.14%加仓
50SPYSs Spdr S&p 500 ETF Trust-us—EXIT清仓

FAQ

O'Connor Financial Group LLC 是什么机构？属于哪种投资人类型？
O'Connor Financial Group 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$2.4亿，分布在 58 个已申报仓位之中。
O'Connor Financial Group LLC 目前前几大持股有哪些？
根据最新 13F 申报，O'Connor Financial Group LLC 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$2654.7万 (10.9%) 2. Pimco Enhanced Low Duration (LDUR) — US$2216.7万 (9.1%) 3. Pimco Active Bond Exchange-t (BOND) — US$2176.8万 (8.9%) 4. Avantis US Small Cap Value (AVUV) — US$1417.8万 (5.8%) 5. Ste Str Spdr Pt Dw EU ETF (SPDW) — US$1329.9万 (5.4%)
O'Connor Financial Group LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，O'Connor Financial Group LLC 共进行了 48 项显著调整：新建仓 0 个仓位、加仓 26 个既有持股、减仓 21 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 加仓: Jpmorgan Ultra-short Income (JPST) — 股数 +20.86%; 加仓: Vanguard S&p 500 ETF (VOO) — 股数 +1.14%; 减仓: Avantis US Small Cap Value (AVUV) — 股数 -0.90%; 减仓: Pimco Enhanced Low Duration (LDUR) — 股数 -0.03%
O'Connor Financial Group 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，O'Connor Financial Group LLC 的主要板块分布如下： • Information Technology: 47.7% • Communication Services: 16.4% • Consumer Discretionary: 11.7% • Financials: 7.2% • Energy: 6.7% • Industrials: 4.9%