MP

Madison Park Capital Advisors, LLC

分散型投資策略產業集中型趨勢追蹤型

申報總市值

US$1.4億

申報季度: 2026-06-30 · 持股檔數: 65

Madison Park Capital Advisors, LLC在最新一期 13F 報告中揭露了 65 項持股，申報期為 2026-06-30，總持股市值約為 US$1.4億，季度換手率為 14.6%。

機構性格雪花圖

集中度
16.14
持倉穩定性
14.62
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
87.16

近期動向

  • 減碼 VXUS

    -29.9%　-US$312.8萬

  • 加碼 VUG

    +518.9%　US$190.0萬

  • 減碼 XLU

    +4.5%　US$24.8萬

  • 加碼 SPY

    +1.6%　US$139.2萬

  • 減碼 BRK-B

    -2.7%　US$9.2萬

  • 減碼 MSFT

    +153.9%　US$9.7萬

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
1VXUSVanguard Total Intl StockETF-其他7.77%-3.26%-29.91%
2VUGVanguard Growth ETFETF-其他7.49%+0.72%+518.93%
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長6.95%+0.37%+1.58%
4XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他5.69%-0.39%+4.46%
5XLPSs Consumer Staples Sel SectETF-其他5.35%+0.23%-67.34%
6MDYState Street Spdr S&p MidcapETF-其他5.33%+0.22%+0.88%
7AAPLApple INC股票-科技5.16%+0.17%-22.39%
8BRK-BBerkshire Hathaway Inc-cl B股票-其他4.25%-0.36%-2.73%
9MSFTMicrosoft CORP股票-科技4.09%-0.35%+153.89%
10IJRIshares Core S&p Small-cap EETF-中小型股3.32%—+48.58%
11AMLPAlerian Mlp ETFETF-其他3.30%+0.10%-67.65%
12XLISs Industrial Select SectorETF-其他2.94%-0.13%+229.54%
13XLFSs Financial Select SectorETF-其他2.64%-0.11%-2.40%
14COWZPacer US Cash Cows 100 ETFETF-其他2.62%-0.03%-90.74%
15ARKKArk Innovation ETFETF-其他2.51%+0.23%+1.40%
16QQQInvesco Qqq Trust Series 1ETF-科技型2.47%+0.20%+1015.28%
17DIASs Spdr Dow Jones Indus AvgETF-大型股與成長2.06%+0.09%+123.25%
18AMZNAmazon.com INC股票-循環性消費2.02%+0.11%-53.53%
19VOOVanguard S&p 500 ETFETF-大型股與成長1.76%+0.18%+6.94%
20SCHMSchwab US Mid Cap ETFETF-其他1.71%+0.13%+0.28%
21SCHASchwab US Small-cap ETFETF-其他1.68%+0.19%-0.06%
22BXBlackstone INC股票-金融1.65%+0.19%+97.42%
23VIGVanguard Dividend Apprec ETFETF-其他1.36%+0.03%+105.97%
24RSPInvesco S&p 500 Equal WeightETF-大型股與成長1.33%+0.31%+17.19%
25FBTCFidelity Wise Origin BitcoinETF-加密貨幣1.02%+0.01%-68.91%
26NOBLProshares S&p 500 Dividend AETF-大型股與成長0.96%+0.01%+121.97%
27TUSITouchstone Ultra Short IncomETF-其他0.91%+0.18%-37.85%
28WMBWilliams Cos INC股票-能源0.81%+0.10%+80.75%
29NVDANvidia CORP股票-科技0.65%+0.02%+169.14%
30JBNDJpmorgan Active Bond ETFETF-其他0.65%+0.02%+141.32%
31FVFirst Trust Dw Focus 5 FundETF-其他0.64%+0.09%-61.51%
32GOOGAlphabet Inc-cl C股票-通訊服務0.63%+0.13%+429.34%
33KMIKinder Morgan INC股票-能源0.54%+0.05%-88.35%
34IXUSIshares Core Intl Stock ETFETF-其他0.49%+0.01%+1.84%
35LLYEli Lilly & Co股票-醫療保健0.44%+0.07%-0.78%
36VBVanguard Small-cap ETFETF-其他0.42%+0.08%+1009.61%
37VKQInvesco Municipal Trust股票-其他0.39%+0.05%-62.17%
38VOTVanguard Mid-cap Growth ETFETF-其他0.36%+0.04%+4.32%
39VOYGVoyager Technologies Inc-a股票-其他0.33%+0.02%+168.57%
40VKIInvesco Adv Muni INC Tr Ii股票-其他0.33%+0.02%-96.72%
41CVXChevron CORP股票-能源0.32%+0.01%+168.90%
42MLPAGlobal X Mlp ETFETF-其他0.31%+0.03%+591.40%
43VOVanguard Mid-cap ETFETF-其他0.28%+0.03%+194.69%
44NLYAnnaly Capital Management In股票-房地產0.28%+0.03%-92.79%
45COSTCostco Wholesale CORP股票-非循環性消費0.26%+0.01%+1317.30%
46MPLXMplx LP股票-能源0.26%+0.01%+22.62%
47HTGCHercules Capital INC股票-金融0.24%+0.01%-24.72%
48VGTVanguard Info Tech ETFETF-科技型0.22%—+4754.37%
49CRMSalesforce INC股票-科技0.22%—+25.35%
50GILDGilead Sciences INC股票-醫療保健0.22%—+184.97%
1–50 of 65

本季持股變動

Madison Park Capital Advisors, LLC 在 2026-06-30 最顯著的持倉異動： 新建倉: Palantir Technologies Inc-a (PLTR); 新建倉: Vanguard Total Stock Mkt ETF (VTI); 新建倉: Ss Spdr P S&p 600 Small Cap (SPSM); 新建倉: Ishares US Financials ETF (IYF); 減碼: Vanguard Total Intl Stock (VXUS) — 股數 -29.91%.

Madison Park Capital Advisors, LLC 於截至 2026-06-30 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
1VUGVanguard Growth ETF+0.7%+518.93%加碼
2SPYSs Spdr S&p 500 ETF Trust-us+0.4%+1.58%加碼
3RSPInvesco S&p 500 Equal Weight+0.3%+17.19%加碼
4XLPSs Consumer Staples Sel Sect+0.2%-67.34%減碼
5ARKKArk Innovation ETF+0.2%+1.40%加碼
6MDYState Street Spdr S&p Midcap+0.2%+0.88%加碼
7QQQInvesco Qqq Trust Series 1+0.2%+1015.28%加碼
8BXBlackstone INC+0.2%+97.42%加碼
9SCHASchwab US Small-cap ETF+0.2%-0.06%減碼
10VOOVanguard S&p 500 ETF+0.2%+6.94%加碼
11TUSITouchstone Ultra Short Incom+0.2%-37.85%減碼
12AAPLApple INC+0.2%-22.39%減碼
13PLTRPalantir Technologies Inc-a+0.2%NEW新建倉
14VTIVanguard Total Stock Mkt ETF+0.2%NEW新建倉
15SCHMSchwab US Mid Cap ETF+0.1%+0.28%加碼
16GOOGAlphabet Inc-cl C+0.1%+429.34%加碼
17SPSMSs Spdr P S&p 600 Small Cap+0.1%NEW新建倉
18AMZNAmazon.com INC+0.1%-53.53%減碼
19AMLPAlerian Mlp ETF+0.1%-67.65%減碼
20WMBWilliams Cos INC+0.1%+80.75%加碼
21DIASs Spdr Dow Jones Indus Avg+0.1%+123.25%加碼
22FVFirst Trust Dw Focus 5 Fund+0.1%-61.51%減碼
23VBVanguard Small-cap ETF+0.1%+1009.61%加碼
24LLYEli Lilly & Co+0.1%-0.78%減碼
25KMIKinder Morgan INC+0.1%-88.35%減碼
26VKQInvesco Municipal Trust+0.1%-62.17%減碼
27IYFIshares US Financials ETF+0.1%NEW新建倉
28VOTVanguard Mid-cap Growth ETF0%+4.32%加碼
29VIGVanguard Dividend Apprec ETF0%+105.97%加碼
30MLPAGlobal X Mlp ETF0%+591.40%加碼
31VOVanguard Mid-cap ETF0%+194.69%加碼
32NLYAnnaly Capital Management In0%-92.79%減碼
33NVDANvidia CORP0%+169.14%加碼
34JBNDJpmorgan Active Bond ETF0%+141.32%加碼
35VKIInvesco Adv Muni INC Tr Ii0%-96.72%減碼
36VOYGVoyager Technologies Inc-a0%+168.57%加碼
37FBTCFidelity Wise Origin Bitcoin0%-68.91%減碼
38NOBLProshares S&p 500 Dividend A0%+121.97%加碼
39IXUSIshares Core Intl Stock ETF0%+1.84%加碼
40CVXChevron CORP0%+168.90%加碼
41COSTCostco Wholesale CORP0%+1317.30%加碼
42MPLXMplx LP0%+22.62%加碼
43HTGCHercules Capital INC0%-24.72%減碼
44COWZPacer US Cash Cows 100 ETF0%-90.74%減碼
45XLFSs Financial Select Sector-0.1%-2.40%減碼
46XLISs Industrial Select Sector-0.1%+229.54%加碼
47MSFTMicrosoft CORP-0.4%+153.89%加碼
48BRK-BBerkshire Hathaway Inc-cl B-0.4%-2.73%減碼
49XLUSt Sr Utl Sl Se Spdr Etf-usd-0.4%+4.46%加碼
50VXUSVanguard Total Intl Stock-3.3%-29.91%減碼

FAQ

Madison Park Capital Advisors, LLC 是什麼機構？屬於哪種投資人類型？
Madison Park Capital Advisors, 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（2026-06-30），該機構追蹤的股票投資組合估值約為 US$1.4億，分佈在 65 個已申報部位之中。
Madison Park Capital Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Madison Park Capital Advisors, LLC 按市值排列的前幾大持股為： 1. Vanguard Total Intl Stock (VXUS) — US$1090.4萬 (7.8%) 2. Vanguard Growth ETF (VUG) — US$1051.4萬 (7.5%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$975.9萬 (7.0%) 4. St Sr Utl Sl Se Spdr Etf-usd (XLU) — US$798.1萬 (5.7%) 5. Ss Consumer Staples Sel Sect (XLP) — US$750.8萬 (5.3%)
Madison Park Capital Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Madison Park Capital Advisors, LLC 共進行了 50 項顯著調整：新建倉 4 個部位、加碼 28 個既有持股、減碼 18 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Palantir Technologies Inc-a (PLTR); 新建倉: Vanguard Total Stock Mkt ETF (VTI); 新建倉: Ss Spdr P S&p 600 Small Cap (SPSM); 新建倉: Ishares US Financials ETF (IYF); 減碼: Vanguard Total Intl Stock (VXUS) — 股數 -29.91%
Madison Park Capital Advisors, 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，Madison Park Capital Advisors, LLC 的主要板塊分佈如下： • Information Technology: 55.9% • Consumer Discretionary: 11.9% • Financials: 11.0% • Energy: 10.3% • Communication Services: 4.5% • Health Care: 3.5%