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VCI Wealth Management LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.6亿

申报季度: 2026-03-31 · 持股只数: 123

VCI Wealth Management LLC在最新一期 13F 报告中披露了 123 项持股，申报期为 2026-03-31，总持股市值约为 US$3.6亿，季度换手率为 38.5%。

机构性格雪花图

集中度
11.64
持仓稳定性
38.48
动能／逆势
100
行业集中度
73.98
多样化
100
仓位均衡度
83.87

近期动向

  • 加仓 VEA

    +61.2%　US$1141.7万

  • 减仓 IAU

    -26.8%　-US$723.3万

  • 减仓 MSFT

    -5.6%　-US$492.4万

  • 加仓 VWO

    +67.1%　US$412.6万

  • 减仓 JNJ

    -93.9%　-US$304.0万

  • 减仓 AAPL

    -5.6%　-US$196.2万

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
1VEAVanguard Ftse Developed ETFETF-其他8.01%+3.15%+61.18%
2IAUIshares Gold TrustETF-避险与商品7.77%-2.04%-26.81%
3JPSTJpmorgan Ultra-short IncomeETF-其他4.85%+0.53%+12.53%
4NVDANvidia CORP股票-科技4.59%-0.49%-2.99%
5AAPLApple INC股票-科技4.03%-0.56%-5.61%
6MSFTMicrosoft CORP股票-科技3.55%-1.38%-5.61%
7GOOGAlphabet Inc-cl C股票-通信服务3.23%—+1.33%
8BSVVanguard Short-term Bond ETFETF-其他2.95%+0.30%+12.09%
9SCHPSchwab U.s. Tips ETFETF-其他2.89%+0.30%+11.21%
10VMBSVanguard Mortgage-backed SecETF-其他2.89%—+10.38%
11VWOVanguard Ftse Emerging MarkeETF-新兴市场2.83%+1.14%+67.12%
12BIVVanguard Intermediate-term BETF-其他2.67%—+11.12%
13IBITIshares Bitcoin Trust ETFETF-加密货币2.51%+0.41%+54.89%
14AMZNAmazon.com INC股票-周期性消费2.18%-0.39%-5.49%
15COMTIshares Gsci Commodity DynamETF-避险与商品2.12%+0.50%-3.30%
16AVGOBroadcom INC股票-科技1.69%—+4.55%
17METAMeta Platforms Inc-class A股票-通信服务1.38%-0.36%-8.31%
18JPMJpmorgan Chase & Co股票-金融1.18%—-0.19%
19TSLATesla INC股票-周期性消费1.13%—+0.15%
20XOMExxon Mobil CORP股票-能源1.07%—-18.73%
21VVisa Inc-class A Shares股票-金融1.04%-0.35%-13.43%
22BNDXVanguard Total Intl Bond ETFETF-其他0.95%—+12.49%
23MRKMerck & Co. INC.股票-医疗保健0.95%—+19.20%
24WMTWalmart INC股票-非周期性消费0.88%—-6.34%
25RTXRtx CORP股票-工业0.82%+0.82%NEW
26ROKRockwell Automation INC股票-工业0.81%—-3.71%
27MARMarriott International -cl A股票-周期性消费0.80%—-1.49%
28ELVElevance Health INC股票-医疗保健0.74%—-1.59%
29AMEAmetek INC股票-工业0.65%+0.65%NEW
30CVXChevron CORP股票-能源0.64%—-35.92%
31GILDGilead Sciences INC股票-医疗保健0.61%+0.61%NEW
32TJXTjx Companies INC股票-周期性消费0.60%+0.60%NEW
33KOCoca-cola Co/the股票-非周期性消费0.60%—+30.24%
34CSCOCisco Systems INC股票-科技0.57%+0.57%NEW
35MSMorgan Stanley股票-金融0.56%+0.56%NEW
36SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.56%+0.28%+105.97%
37AMDAdvanced Micro Devices股票-科技0.55%—-2.50%
38ABTAbbott Laboratories股票-医疗保健0.54%—+65.31%
39PKGPackaging CORP Of America股票-周期性消费0.54%—-6.14%
40WABWabtec CORP股票-工业0.51%+0.51%NEW
41GRMNGarmin Ltd.股票-科技0.49%—-24.35%
42WMWaste Management INC股票-工业0.48%+0.48%NEW
43ORCLOracle CORP股票-科技0.48%—-9.17%
44DGXQuest Diagnostics INC股票-医疗保健0.47%—-8.08%
45PMPhilip Morris International股票-非周期性消费0.47%—-9.77%
46COFCapital One Financial CORP股票-金融0.46%—+3.47%
47BACBank Of America CORP股票-金融0.46%—-16.67%
48NEENextera Energy INC股票-公用事业0.46%—-9.12%
49NFLXNetflix INC股票-通信服务0.46%+0.46%NEW
50AEEAmeren Corporation股票-公用事业0.46%—+0.08%
1–50 of 123

本季持股变动

VCI Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 清仓: Intuitive Surgical INC (ISRG); 新建仓: Rtx CORP (RTX); 清仓: General Electric (GE); 清仓: Amphenol Corp-cl A (APH); 清仓: Abbvie INC (ABBV).

VCI Wealth Management 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
1VEAVanguard Ftse Developed ETF+3.2%+61.18%加仓
2VWOVanguard Ftse Emerging Marke+1.1%+67.12%加仓
3JPSTJpmorgan Ultra-short Income+0.5%+12.53%加仓
4COMTIshares Gsci Commodity Dynam+0.5%-3.30%减仓
5IBITIshares Bitcoin Trust ETF+0.4%+54.89%加仓
6BSVVanguard Short-term Bond ETF+0.3%+12.09%加仓
7SCHPSchwab U.s. Tips ETF+0.3%+11.21%加仓
8SPYMSte Str Spdr Pt S&p 500 ETF+0.3%+105.97%加仓
9DISWalt Disney Co/the-0.3%-43.28%减仓
10NDAQNasdaq INC-0.3%-43.72%减仓
11KKRKkr & Co INC-0.3%-32.88%减仓
12VVisa Inc-class A Shares-0.4%-13.43%减仓
13METAMeta Platforms Inc-class A-0.4%-8.31%减仓
14AMZNAmazon.com INC-0.4%-5.49%减仓
15NVDANvidia CORP-0.5%-2.99%减仓
16AAPLApple INC-0.6%-5.61%减仓
17JNJJohnson & Johnson-0.8%-93.92%减仓
18MSFTMicrosoft CORP-1.4%-5.61%减仓
19IAUIshares Gold Trust-2%-26.81%减仓
20ISRGIntuitive Surgical INC—EXIT清仓
21RTXRtx CORP—NEW新建仓
22GEGeneral Electric—EXIT清仓
23APHAmphenol Corp-cl A—EXIT清仓
24ABBVAbbvie INC—EXIT清仓
25AMEAmetek INC—NEW新建仓
26GILDGilead Sciences INC—NEW新建仓
27TJXTjx Companies INC—NEW新建仓
28CSCOCisco Systems INC—NEW新建仓
29MSMorgan Stanley—NEW新建仓
30RSGRepublic Services INC—EXIT清仓
31WABWabtec CORP—NEW新建仓
32SBACSba Communications CORP—EXIT清仓
33WMWaste Management INC—NEW新建仓
34NFLXNetflix INC—NEW新建仓
35TXNTexas Instruments INC—NEW新建仓
36STLDSteel Dynamics INC—EXIT清仓
37CRMSalesforce INC—NEW新建仓
38AAgilent Technologies INC—NEW新建仓
39TTWOTake-two Interactive Softwre—NEW新建仓
40DOWDow INC—NEW新建仓
41MMM3m Co—NEW新建仓
42ABNBAirbnb Inc-class A—EXIT清仓
43AMTAmerican Tower CORP—NEW新建仓
44BLDRBuilders Firstsource INC—EXIT清仓
45GLWCorning INC—NEW新建仓
46ANETArista Networks INC—NEW新建仓
47REGRegency Centers CORP—EXIT清仓
48LENLennar Corp-a—EXIT清仓
49SLBSlb LTD—NEW新建仓
50NEMNewmont CORP—NEW新建仓

FAQ

VCI Wealth Management LLC 是什么机构？属于哪种投资人类型？
VCI Wealth Management 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$3.6亿，分布在 123 个已申报仓位之中。
VCI Wealth Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，VCI Wealth Management LLC 按市值排列的前几大持股为： 1. Vanguard Ftse Developed ETF (VEA) — US$2889.2万 (8.0%) 2. Ishares Gold Trust (IAU) — US$2804.4万 (7.8%) 3. Jpmorgan Ultra-short Income (JPST) — US$1749.8万 (4.8%) 4. Nvidia CORP (NVDA) — US$1657.2万 (4.6%) 5. Apple INC (AAPL) — US$1455.6万 (4.0%)
VCI Wealth Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，VCI Wealth Management LLC 共进行了 50 项显著调整：新建仓 20 个仓位、加仓 7 个既有持股、减仓 12 个仓位，并完全清仓 11 个持股。 其中幅度最大的异动：清仓: Intuitive Surgical INC (ISRG); 新建仓: Rtx CORP (RTX); 清仓: General Electric (GE); 清仓: Amphenol Corp-cl A (APH); 清仓: Abbvie INC (ABBV)
VCI Wealth Management 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，VCI Wealth Management LLC 的主要板块分布如下： • Information Technology: 43.6% • Communication Services: 15.3% • Financials: 11.4% • Health Care: 8.9% • Consumer Discretionary: 8.3% • Consumer Staples: 4.8%