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KPP Advisory Services LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$6.9億

申報季度: 2026-03-31 · 持股檔數: 349

KPP Advisory Services LLC在最新一期 13F 報告中揭露了 349 項持股，申報期為 2026-03-31，總持股市值約為 US$6.9億，季度換手率為 20.7%。

機構性格雪花圖

集中度
4.9
持倉穩定性
20.69
動能／逆勢
100
產業集中度
63.05
多樣化
100
倉位均衡度
81.88

近期動向

  • 減碼 IVV

    -42.3%　-US$947.4萬

  • 減碼 QQQ

    -13.6%　-US$469.0萬

  • 減碼 NVDA

    -22.8%　-US$457.8萬

  • 加碼 EQWL

    +57.4%　US$410.3萬

  • 減碼 MSFT

    -1.1%　-US$407.4萬

  • 加碼 ILOW

    +59.6%　US$306.8萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1QQQMInvesco Nasdaq 100 ETFETF-科技型4.93%+0.21%+11.21%
2QQQInvesco Qqq Trust Series 1ETF-科技型2.94%-0.68%-13.59%
3XMHQInvesco S&p Midcap Qual ETFETF-其他2.75%—-3.15%
4JHMMJohn Hancock Multi Fact MidETF-其他2.60%—-4.31%
5AAPLApple INC股票-科技2.56%-0.34%-5.43%
6DFUSDimensional US Eq Mkt ETFETF-其他2.19%—+7.71%
7CGDVCap Group Dividend ValueETF-其他2.08%—+1.47%
8VOOVanguard S&p 500 ETFETF-大型股與成長1.99%+0.31%+24.63%
9MSFTMicrosoft CORP股票-科技1.84%-0.60%-1.10%
10NVDANvidia CORP股票-科技1.72%-0.67%-22.82%
11EQWLInvesco S&p 100 Equal WeightETF-其他1.71%+0.60%+57.36%
12IVVIshares Core S&p 500 ETFETF-大型股與成長1.68%-1.38%-42.33%
13TSLATesla INC股票-循環性消費1.65%-0.35%-0.27%
14FTGSFirst Trust Grwth Strgth ETFETF-其他1.57%—+2.74%
15DGROIshares Core Dividend GrowthETF-其他1.56%-0.26%-14.96%
16GLDMSpdr Gold Minishares TrustETF-避險與商品1.55%+0.38%+21.87%
17CGGRCap Group Growth EquityETF-其他1.55%+0.43%+53.57%
18AMZNAmazon.com INC股票-循環性消費1.49%-0.22%-3.85%
19XLGInvesco S&p 500 Top 50 ETFETF-大型股與成長1.32%—+3.60%
20AVUVAvantis US Small Cap ValueETF-中小型股1.23%—-3.90%
21ILOWAB Internal Low Volat Eq ETFETF-其他1.19%+0.45%+59.59%
22DFASDimensional US Small Cap ETFETF-中小型股1.16%—+4.85%
23FWDAB Disruptors ETFETF-其他1.16%+0.42%+50.43%
24PPAInvesco Aerospace & DefenseETF-其他1.06%+0.40%+50.52%
25SDVYFirst Trust Smid Cap RisingETF-其他0.97%—-5.92%
26BUFRFt Vest Lad Buffervetf-usd IETF-其他0.91%+0.09%+13.33%
27GOOGLAlphabet Inc-cl A股票-通訊服務0.89%-0.09%-1.06%
28SPHQInvesco S&p 500 Quality ETFETF-大型股與成長0.88%—-7.95%
29GRIDFirst Trst Nasd Cl Edg SgiifETF-其他0.83%+0.36%+65.95%
30JPMJpmorgan Chase & Co股票-金融0.82%—+7.95%
31IJRIshares Core S&p Small-cap EETF-中小型股0.82%—-3.50%
32FLQMFranklin U.s. Mid Cap MultifETF-其他0.71%—-6.05%
33XOMExxon Mobil CORP股票-能源0.70%+0.12%-13.92%
34PGProcter & Gamble Co/the股票-非循環性消費0.66%—-2.63%
35SCHVSchwab US Large-cap ValueETF-其他0.65%—+1.01%
36FLXRTcw Flexible Income ETFETF-其他0.65%+0.31%+90.73%
37FTCSFirst Trust Capital StrengthETF-其他0.64%—-7.95%
38SCHGSchwab US Large-cap GrowthETF-其他0.61%—+1.92%
39MOAltria Group INC股票-非循環性消費0.60%—-3.94%
40RSPInvesco S&p 500 Equal WeightETF-大型股與成長0.59%—+1.96%
41VOEVanguard Mid-cap Value ETFETF-其他0.57%-0.43%-45.22%
42CGICCap Group Intl Core EqETF-其他0.56%+0.56%NEW
43AVGOBroadcom INC股票-科技0.56%-0.18%-15.78%
44TAt&t INC股票-通訊服務0.56%—-0.68%
45PWRQuanta Services INC股票-工業0.54%+0.13%+1.29%
46FEXFirst Trust Large Cap Core AETF-大型股與成長0.53%—-5.86%
47IJHIshares Core S&p Midcap ETFETF-其他0.53%—-1.60%
48VFLOVictoryshares Free Cash FlowETF-其他0.53%+0.13%+32.79%
49TIPIshares Tips Bond ETFETF-其他0.52%+0.52%NEW
50FVDFirst Trust Value Line DvdETF-其他0.51%—-6.64%
1–50 of 349

本季持股變動

KPP Advisory Services LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Cap Group Intl Core Eq (CGIC); 新建倉: Ishares Tips Bond ETF (TIP); 新建倉: Ishares Core Msci Eafe ETF (IEFA); 新建倉: Ishares Esg Aware Msci USA (ESGU); 新建倉: Alerian Energy Infrastructur (ENFR).

KPP Advisory Services LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1EQWLInvesco S&p 100 Equal Weight+0.6%+57.36%加碼
2ILOWAB Internal Low Volat Eq ETF+0.5%+59.59%加碼
3CGGRCap Group Growth Equity+0.4%+53.57%加碼
4FWDAB Disruptors ETF+0.4%+50.43%加碼
5PPAInvesco Aerospace & Defense+0.4%+50.52%加碼
6GLDMSpdr Gold Minishares Trust+0.4%+21.87%加碼
7GRIDFirst Trst Nasd Cl Edg Sgiif+0.4%+65.95%加碼
8VOOVanguard S&p 500 ETF+0.3%+24.63%加碼
9FLXRTcw Flexible Income ETF+0.3%+90.73%加碼
10PWRDTcw Transform Systems ETF+0.3%+183.93%加碼
11QQQMInvesco Nasdaq 100 ETF+0.2%+11.21%加碼
12VFLOVictoryshares Free Cash Flow+0.1%+32.79%加碼
13PWRQuanta Services INC+0.1%+1.29%加碼
14FELCFidelity Enh Lrg Cap Cor ETF+0.1%+64.22%加碼
15XOMExxon Mobil CORP+0.1%-13.92%減碼
16BUFRFt Vest Lad Buffervetf-usd I+0.1%+13.33%加碼
17FDLFirst Trust Morn Dvd Lead In+0.1%+113.70%加碼
18GOOGLAlphabet Inc-cl A-0.1%-1.06%減碼
19BLKBlackrock INC-0.1%-37.33%減碼
20METAMeta Platforms Inc-class A-0.1%-7.79%減碼
21VOTVanguard Mid-cap Growth ETF-0.1%-17.89%減碼
22DIVBIshares Core Dividend ETF-0.1%-57.09%減碼
23LLYEli Lilly & Co-0.1%-4.06%減碼
24CCitigroup INC-0.1%-32.61%減碼
25BXBlackstone INC-0.1%-24.84%減碼
26CRMSalesforce INC-0.2%-2.66%減碼
27AAXJIshares Msci All Country Asi-0.2%-66.67%減碼
28VBRVanguard Small-cap Value ETF-0.2%-30.84%減碼
29AVGOBroadcom INC-0.2%-15.78%減碼
30AMZNAmazon.com INC-0.2%-3.85%減碼
31DGROIshares Core Dividend Growth-0.3%-14.96%減碼
32BRK-BBerkshire Hathaway Inc-cl B-0.3%-35.93%減碼
33AAPLApple INC-0.3%-5.43%減碼
34TSLATesla INC-0.4%-0.27%減碼
35QUALIshares Msci USA Quality Fac-0.4%-55.45%減碼
36VOEVanguard Mid-cap Value ETF-0.4%-45.22%減碼
37MSFTMicrosoft CORP-0.6%-1.10%減碼
38NVDANvidia CORP-0.7%-22.82%減碼
39QQQInvesco Qqq Trust Series 1-0.7%-13.59%減碼
40IVVIshares Core S&p 500 ETF-1.4%-42.33%減碼
41CGICCap Group Intl Core Eq—NEW新建倉
42TIPIshares Tips Bond ETF—NEW新建倉
43IEFAIshares Core Msci Eafe ETF—NEW新建倉
44ESGUIshares Esg Aware Msci USA—NEW新建倉
45ENFRAlerian Energy Infrastructur—NEW新建倉
46MELIMercadolibre INC—NEW新建倉
47OBILF/m US Treasury 12 Month Bil—NEW新建倉
48TTTrane Technologies plc—NEW新建倉
49PMPhilip Morris International—NEW新建倉
50EOGEog Resources INC—NEW新建倉

FAQ

KPP Advisory Services LLC 是什麼機構？屬於哪種投資人類型？
KPP Advisory Services LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$6.9億，分佈在 349 個已申報部位之中。
KPP Advisory Services LLC 目前前幾大持股有哪些？
根據最新 13F 申報，KPP Advisory Services LLC 按市值排列的前幾大持股為： 1. Invesco Nasdaq 100 ETF (QQQM) — US$3397.8萬 (4.9%) 2. Invesco Qqq Trust Series 1 (QQQ) — US$2024.0萬 (2.9%) 3. Invesco S&p Midcap Qual ETF (XMHQ) — US$1895.3萬 (2.8%) 4. John Hancock Multi Fact Mid (JHMM) — US$1791.1萬 (2.6%) 5. Apple INC (AAPL) — US$1761.6萬 (2.6%)
KPP Advisory Services LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，KPP Advisory Services LLC 共進行了 50 項顯著調整：新建倉 10 個部位、加碼 16 個既有持股、減碼 24 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Cap Group Intl Core Eq (CGIC); 新建倉: Ishares Tips Bond ETF (TIP); 新建倉: Ishares Core Msci Eafe ETF (IEFA); 新建倉: Ishares Esg Aware Msci USA (ESGU); 新建倉: Alerian Energy Infrastructur (ENFR)
KPP Advisory Services LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，KPP Advisory Services LLC 的主要板塊分佈如下： • Information Technology: 38.1% • Consumer Discretionary: 15.8% • Health Care: 10.9% • Financials: 10.4% • Communication Services: 9.9% • Consumer Staples: 5.8%