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Premier Path Wealth Partners, 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$7.7億
申報季度: 2026-03-31 · 持股檔數: 398
Premier Path Wealth Partners, LLC在最新一期 13F 報告中揭露了 398 項持股，申報期為 2026-03-31，總持股市值約為 US$7.7億，季度換手率為 19.9%。
機構性格雪花圖
- 集中度
- 4.89
- 持倉穩定性
- 19.9
- 動能／逆勢
- 100
- 產業集中度
- 62.4
- 多樣化
- 100
- 倉位均衡度
- 80.31
近期動向
加碼 ACWX
+62.6% US$1195.4萬
減碼 MSFT
+2.0% -US$574.3萬
減碼 XLK
-11.6% -US$541.5萬
加碼 AGG
+191.9% US$507.1萬
減碼 XLF
-18.3% -US$345.7萬
減碼 IJR
-32.1% -US$243.2萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 5.07% | -0.28% | +0.59% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 3.92% | +1.57% | +62.57% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.70% | — | +8.65% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.13% | -0.67% | -11.58% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.72% | +2.04% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.94% | -0.14% | +2.83% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | — | +7.60% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.47% | — | +7.75% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.42% | +0.25% | +21.09% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | — | +6.69% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.29% | -0.16% | -12.98% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.26% | -0.44% | -18.25% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.25% | -0.07% | +8.36% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.25% | +0.15% | +13.04% | |
| 15 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.23% | -0.22% | -15.07% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.20% | -0.11% | -0.54% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.16% | -0.20% | -11.84% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.09% | -0.15% | -11.96% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.07% | -0.16% | -14.60% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | — | +5.79% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.06% | -0.19% | -10.89% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.04% | -0.20% | -12.52% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.01% | +0.67% | +191.88% | |
| 24 | TSLA | Tesla INC | 股票-循環性消費 | 0.94% | -0.14% | +4.25% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.94% | -0.14% | -17.39% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | — | +5.09% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.86% | — | -0.35% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | — | +6.88% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | -0.31% | -32.10% | |
| 30 | DFAI | Dimensional International Co | ETF-其他 | 0.75% | -0.10% | -14.63% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.17% | -8.44% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +11.26% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | +0.21% | +20.08% | |
| 34 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.68% | -0.12% | -15.47% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.68% | -0.11% | -14.30% | |
| 36 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 0.68% | -0.12% | -15.09% | |
| 37 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 0.67% | -0.13% | -14.19% | |
| 38 | WMT | Walmart INC | 股票-非循環性消費 | 0.65% | +0.15% | +16.60% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | — | +12.35% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | +0.18% | +24.40% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.55% | — | -16.55% | |
| 42 | NFLX | Netflix INC | 股票-通訊服務 | 0.52% | — | +12.39% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.47% | — | -3.42% | |
| 44 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.45% | — | +4.86% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.45% | -0.20% | -31.97% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.44% | +0.10% | +3.28% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | -0.13% | -24.51% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | +19.14% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.43% | — | -14.55% | |
| 50 | GE | General Electric | 股票-工業 | 0.42% | — | +0.84% |
1–50 of 398
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 398 | US$7.7億 | 20 | |
| 2025-12-31 | 394 | US$7.7億 | 16 | |
| 2025-09-30 | 391 | US$7.8億 | 24 | |
| 2025-06-30 | 386 | US$7.2億 | 0 | |
| 2025-03-31 | 372 | US$6.4億 | 0 | |
| 2024-12-31 | 369 | US$6.6億 | 0 | |
| 2024-09-30 | 364 | US$6.3億 | 0 | |
| 2024-06-30 | 367 | US$5.9億 | 0 | |
| 2024-03-31 | 344 | US$5.3億 | 0 | |
| 2023-12-31 | 333 | US$4.5億 | 0 |
本季持股變動
Premier Path Wealth Partners, LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Anheuser-busch Inbev-spn Adr (BUD); 加碼: Ishares Msci Acwi Ex US ETF (ACWX) — 股數 +62.57%; 加碼: Microsoft CORP (MSFT) — 股數 +2.04%; 減碼: Ss Technology Select Sector (XLK) — 股數 -11.58%; 加碼: Ishares Core U.s. Aggregate (AGG) — 股數 +191.88%.
FAQ
Premier Path Wealth Partners, LLC 是什麼機構？屬於哪種投資人類型？
Premier Path Wealth Partners, 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$7.7億，分佈在 398 個已申報部位之中。
Premier Path Wealth Partners, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Premier Path Wealth Partners, LLC 按市值排列的前幾大持股為：
1. Apple INC (AAPL) — US$3888.4萬 (5.1%)
2. Ishares Msci Acwi Ex US ETF (ACWX) — US$3011.6萬 (3.9%)
3. Nvidia CORP (NVDA) — US$2840.2萬 (3.7%)
4. Ss Technology Select Sector (XLK) — US$2404.9萬 (3.1%)
5. Microsoft CORP (MSFT) — US$2048.3萬 (2.7%)
Premier Path Wealth Partners, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Premier Path Wealth Partners, LLC 共進行了 50 項顯著調整：新建倉 0 個部位、加碼 24 個既有持股、減碼 25 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Anheuser-busch Inbev-spn Adr (BUD); 加碼: Ishares Msci Acwi Ex US ETF (ACWX) — 股數 +62.57%; 加碼: Microsoft CORP (MSFT) — 股數 +2.04%; 減碼: Ss Technology Select Sector (XLK) — 股數 -11.58%; 加碼: Ishares Core U.s. Aggregate (AGG) — 股數 +191.88%
Premier Path Wealth Partners, 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，Premier Path Wealth Partners, LLC 的主要板塊分佈如下：
• Information Technology: 38.2%
• Communication Services: 13.4%
• Financials: 12.4%
• Health Care: 10.3%
• Consumer Discretionary: 10.0%
• Industrials: 6.7%