US
Up Strategic Wealth Investment Advisors LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$1.6亿
申报季度: 2026-03-31 · 持股只数: 98
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC在最新一期 13F 报告中披露了 98 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 18.8%。
机构性格雪花图
- 集中度
- 27.52
- 持仓稳定性
- 18.8
- 动能／逆势
- 100
- 行业集中度
- 75.96
- 多样化
- 100
- 仓位均衡度
- 75.92
近期动向
减仓 VEA
+1.2% US$127.5万
加仓 NVDA
+16.7% US$222.1万
加仓 VCRB
+32.1% US$216.9万
加仓 GOOG
+132.7% US$93.1万
减仓 IWB
0.0% US$44.9万
加仓 AMZN
+11.3% US$110.3万
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 |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 18.09% | -1.85% | +1.19% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 13.85% | -0.37% | +6.27% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 5.85% | +0.68% | +32.13% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.62% | +0.75% | +16.70% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.41% | -0.50% | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.95% | — | +11.62% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.32% | -0.32% | -0.81% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.97% | +0.21% | +0.85% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | +0.03% | +11.33% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.29% | +0.45% | +11.30% | |
| 11 | DFVX | Dim US Large Cap Vector ETF | ETF-大型股与成长 | 2.18% | -0.11% | +6.93% | |
| 12 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 1.80% | +1.80% | NEW | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.27% | — | -1.53% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.03% | +18.96% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.07% | +0.09% | +1.38% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.99% | +0.06% | +11.59% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 0.96% | — | +2.20% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | +0.53% | +132.69% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | — | +1.27% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.82% | — | +4.64% | |
| 22 | MU | Micron Technology INC | 股票-科技 | 0.80% | +0.80% | NEW | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.77% | — | — | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.73% | — | +0.07% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.69% | +0.39% | +36.26% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.65% | — | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.26% | -12.27% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | — | +0.36% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.58% | -0.27% | -12.96% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +12.56% | |
| 31 | TXN | Texas Instruments INC | 股票-科技 | 0.47% | +0.09% | +9.87% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.46% | -0.37% | -36.46% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | -0.21% | -17.65% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | -0.37% | -25.96% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | -3.11% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | +15.88% | |
| 37 | AMAT | Applied Materials INC | 股票-科技 | 0.41% | +0.04% | — | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.41% | +0.14% | +65.74% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.41% | — | — | |
| 40 | CAT | Caterpillar INC | 股票-工业 | 0.40% | +0.03% | — | |
| 41 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.40% | — | +5.45% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | — | +3.90% | |
| 43 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.39% | — | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.38% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.38% | +0.03% | +19.14% | |
| 46 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 0.35% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.35% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | — | — | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.34% | — | +0.86% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.34% | +0.17% | +2.98% |
1–50 of 98
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 98 | US$1.6亿 | 19 | |
| 2025-12-31 | 87 | US$1.4亿 | 15 | |
| 2025-09-30 | 87 | US$1.3亿 | 26 | |
| 2025-06-30 | 95 | US$1.3亿 | 0 | |
| 2025-03-31 | 86 | US$1.1亿 | 0 | |
| 2024-12-31 | 79 | US$9999.9万 | 0 | |
| 2024-09-30 | 79 | US$8934.9万 | 0 | |
| 2024-06-30 | 60 | US$6602.4万 | 0 | |
| 2024-03-31 | 60 | US$6112.2万 | 0 | |
| 2023-12-31 | 58 | US$5481.6万 | 0 |
本季持股变动
Up Strategic Wealth Investment Advisors LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Core Tax-ex Bond (VCRM); 新建仓: Micron Technology INC (MU); 新建仓: Axt INC (AXTI); 新建仓: Bank Of New York Mellon CORP (BNY); 新建仓: Marvell Technology INC (MRVL).
FAQ
Up Strategic Wealth Investment Advisors LLC 是什么机构？属于哪种投资人类型？
Up Strategic Wealth Investment Advisors 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$1.6亿，分布在 98 个已申报仓位之中。
Up Strategic Wealth Investment Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Up Strategic Wealth Investment Advisors LLC 按市值排列的前几大持股为：
1. Vanguard Ftse Developed ETF (VEA) — US$2872.7万 (18.1%)
2. Schwab US Large-cap ETF (SCHX) — US$2198.7万 (13.8%)
3. Vanguard Core Bond ETF (VCRB) — US$928.9万 (5.8%)
4. Nvidia CORP (NVDA) — US$892.5万 (5.6%)
5. Ishares Russell 1000 ETF (IWB) — US$859.1万 (5.4%)
Up Strategic Wealth Investment Advisors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Up Strategic Wealth Investment Advisors LLC 共进行了 46 项显著调整：新建仓 14 个仓位、加仓 20 个既有持股、减仓 9 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Vanguard Core Tax-ex Bond (VCRM); 新建仓: Micron Technology INC (MU); 新建仓: Axt INC (AXTI); 新建仓: Bank Of New York Mellon CORP (BNY); 新建仓: Marvell Technology INC (MRVL)
Up Strategic Wealth Investment Advisors 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，Up Strategic Wealth Investment Advisors LLC 的主要板块分布如下：
• Information Technology: 44.9%
• Communication Services: 13.2%
• Financials: 11.3%
• Consumer Discretionary: 9.6%
• Health Care: 8.4%
• Consumer Staples: 6.3%