1W

1858 Wealth Management, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$1.4亿

申报季度: 2025-09-30 · 持股只数: 113

1858 WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 113 项持股，申报期为 2025-09-30，总持股市值约为 US$1.4亿，季度换手率为 54.8%。

机构性格雪花图

集中度
9.49
持仓稳定性
54.76
动能／逆势
100
行业集中度
83.77
多样化
100
仓位均衡度
86.98

近期动向

  • 加仓 NVDA

    +0.6%　US$311.5万

  • 减仓 BRK-B

    -18.4%　-US$83.2万

  • 加仓 NU

    -5.2%　US$138.7万

  • 加仓 MSFT

    +0.5%　US$251.8万

  • 加仓 VRT

    -13.5%　US$160.2万

  • 加仓 GEV

    -24.7%　US$161.4万

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
1MSFTMicrosoft CORP股票-科技6.08%+0.88%+0.55%
2NVDANvidia CORP股票-科技5.14%+1.58%+0.63%
3AAPLApple INC股票-科技5.07%-0.59%-4.32%
4IEFIshares 7-10 Year Treasury BETF-政府公债3.86%+3.86%NEW
5METAMeta Platforms Inc-class A股票-通信服务3.56%+0.22%-6.91%
6CMECme Group INC股票-金融3.47%——
7GEVGE Vernova INC股票-工业3.10%+0.73%-24.74%
8AMZNAmazon.com INC股票-周期性消费2.80%-0.11%-4.99%
9AMEAmetek INC股票-工业2.79%—-4.14%
10GRNYFundstr Gran Sh US Lrg CapETF-其他2.72%+2.72%NEW
11VRTVertiv Holdings Co-a股票-工业2.45%+0.85%-13.49%
12SHYIshares 1-3 Year Treasury BoETF-政府公债2.44%+2.44%NEW
13DUNKDana Unconstrained Eq ETFETF-其他2.30%+2.30%NEW
14PANWPalo Alto Networks INC股票-科技2.21%-0.13%-4.79%
15GOOGAlphabet Inc-cl C股票-通信服务2.16%+0.11%+0.82%
16UBERUber Technologies INC股票-工业2.04%-0.02%-4.93%
17GRIDFirst Trst Nasd Cl Edg SgiifETF-其他1.92%+0.71%+24.05%
18ANETArista Networks INC股票-科技1.80%+0.32%-21.41%
19NOWServicenow INC股票-科技1.75%+0.33%+23.93%
20CSCOCisco Systems INC股票-科技1.74%-0.03%+3.94%
21BRK-BBerkshire Hathaway Inc-cl B股票-其他1.73%-1.06%-18.36%
22GCOWPacer Global Cash Cows DividETF-其他1.67%——
23GEGeneral Electric股票-工业1.49%—-22.48%
24NFLXNetflix INC股票-通信服务1.38%—-1.68%
25AVGOBroadcom INC股票-科技1.35%+0.60%+18.96%
26FXOFirst Trust Financial AlphadETF-其他1.29%+0.47%+60.05%
27NUNu Holdings Ltd.股票-金融1.28%+0.91%-5.18%
28CATCaterpillar INC股票-工业1.17%+0.12%-6.52%
29ADPAutomatic Data Processing股票-科技1.10%—-5.31%
30PLTRPalantir Technologies Inc-a股票-科技1.07%+1.07%NEW
31BABoeing Co/the股票-工业1.04%+1.04%NEW
32VRTXVertex Pharmaceuticals INC股票-医疗保健0.97%—+43.81%
33ADBEAdobe INC股票-科技0.90%+0.16%+30.20%
34LDOSLeidos Holdings INC股票-科技0.89%—-7.86%
35RTXRtx CORP股票-工业0.87%—-7.44%
36GDGeneral Dynamics CORP股票-工业0.83%—+7.03%
37LLYEli Lilly & Co股票-医疗保健0.81%—+8.45%
38VVisa Inc-class A Shares股票-金融0.80%—-7.59%
39COWZPacer US Cash Cows 100 ETFETF-其他0.75%——
40JPMJpmorgan Chase & Co股票-金融0.66%—-9.13%
41GOOGLAlphabet Inc-cl A股票-通信服务0.58%+0.21%-9.21%
42AMDAdvanced Micro Devices股票-科技0.55%+0.25%+33.33%
43ABTAbbott Laboratories股票-医疗保健0.54%—-10.77%
44SNOWSnowflake INC股票-科技0.53%+0.25%+29.02%
45ETNEaton Corporation plc股票-工业0.53%—+10.73%
46ABBVAbbvie INC股票-医疗保健0.52%—-5.73%
47LRCXLam Research CORP股票-科技0.48%+0.27%-1.48%
48DELLDell Technologies -c股票-科技0.46%+0.23%—
49CDNSCadence Design Sys INC股票-科技0.44%—+4.01%
50AXPAmerican Express Co股票-金融0.38%—-3.18%
1–50 of 113

本季持股变动

1858 Wealth Management, LLC 在 2025-09-30 最显著的持仓异动： 新建仓: Ishares 7-10 Year Treasury B (IEF); 新建仓: Fundstr Gran Sh US Lrg Cap (GRNY); 新建仓: Ishares 1-3 Year Treasury Bo (SHY); 新建仓: Dana Unconstrained Eq ETF (DUNK); 清仓: iShares 20+ Year Treasury Bond ETF (TLT).

1858 Wealth Management, LLC 于截至 2025-09-30 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
1NVDANvidia CORP+1.6%+0.63%加仓
2NUNu Holdings Ltd.+0.9%-5.18%加仓
3MSFTMicrosoft CORP+0.9%+0.55%加仓
4VRTVertiv Holdings Co-a+0.9%-13.49%减仓
5GEVGE Vernova INC+0.7%-24.74%减仓
6GRIDFirst Trst Nasd Cl Edg Sgiif+0.7%+24.05%加仓
7AVGOBroadcom INC+0.6%+18.96%加仓
8FXOFirst Trust Financial Alphad+0.5%+60.05%加仓
9NOWServicenow INC+0.3%+23.93%加仓
10ANETArista Networks INC+0.3%-21.41%减仓
11LRCXLam Research CORP+0.3%-1.48%加仓
12AMDAdvanced Micro Devices+0.3%+33.33%加仓
13SNOWSnowflake INC+0.3%+29.02%加仓
14DELLDell Technologies -c+0.2%—加仓
15METAMeta Platforms Inc-class A+0.2%-6.91%加仓
16GOOGLAlphabet Inc-cl A+0.2%-9.21%加仓
17ADBEAdobe INC+0.2%+30.20%加仓
18CATCaterpillar INC+0.1%-6.52%减仓
19GOOGAlphabet Inc-cl C+0.1%+0.82%减仓
20UBERUber Technologies INC0%-4.93%减仓
21CSCOCisco Systems INC0%+3.94%加仓
22AMZNAmazon.com INC-0.1%-4.99%加仓
23PANWPalo Alto Networks INC-0.1%-4.79%减仓
24AAPLApple INC-0.6%-4.32%减仓
25BRK-BBerkshire Hathaway Inc-cl B-1.1%-18.36%减仓
26IEFIshares 7-10 Year Treasury B—NEW新建仓
27GRNYFundstr Gran Sh US Lrg Cap—NEW新建仓
28SHYIshares 1-3 Year Treasury Bo—NEW新建仓
29DUNKDana Unconstrained Eq ETF—NEW新建仓
30TLTiShares 20+ Year Treasury Bond ETF—EXIT清仓
31IBTHIshares Ibonds Dec 2027 Term—EXIT清仓
32IBTJIshares Ibonds Dec 2029 Term—EXIT清仓
33ISRGIntuitive Surgical INC—EXIT清仓
34PLTRPalantir Technologies Inc-a—NEW新建仓
35BABoeing Co/the—NEW新建仓
36EOGEog Resources INC—EXIT清仓
37IWMIshares Russell 2000 ETF—EXIT清仓
38SMMVIshares Msci USA Small-cap M—EXIT清仓
39CARRCarrier Global CORP—EXIT清仓
40KRESs Spdr S&p Regional Bank—EXIT清仓
41✓ Invesco Actively Managed ETF—EXIT清仓
42NOCNorthrop Grumman CORP—EXIT清仓
43KIESs Spdr S&p Insurance ETF—EXIT清仓
44DISWalt Disney Co/the—NEW新建仓
45AMTAmerican Tower CORP—EXIT清仓
46CGBDCarlyle Secured Lending INC—NEW新建仓
47SNPSSynopsys INC—EXIT清仓
48XOMExxon Mobil CORP—EXIT清仓
49SGOVIshares 0-3 Month Treasury B—EXIT清仓
50CRHCRH plc—NEW新建仓

FAQ

1858 Wealth Management, LLC 是什么机构？属于哪种投资人类型？
1858 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（2025-09-30），该机构追踪的股票投资组合估值约为 US$1.4亿，分布在 113 个已申报仓位之中。
1858 Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，1858 Wealth Management, LLC 按市值排列的前几大持股为： 1. Microsoft CORP (MSFT) — US$866.0万 (6.1%) 2. Nvidia CORP (NVDA) — US$732.2万 (5.1%) 3. Apple INC (AAPL) — US$721.6万 (5.1%) 4. Ishares 7-10 Year Treasury B (IEF) — US$549.9万 (3.9%) 5. Meta Platforms Inc-class A (META) — US$507.4万 (3.6%)
1858 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，1858 Wealth Management, LLC 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 16 个既有持股、减仓 9 个仓位，并完全清仓 16 个持股。 其中幅度最大的异动：新建仓: Ishares 7-10 Year Treasury B (IEF); 新建仓: Fundstr Gran Sh US Lrg Cap (GRNY); 新建仓: Ishares 1-3 Year Treasury Bo (SHY); 新建仓: Dana Unconstrained Eq ETF (DUNK); 清仓: iShares 20+ Year Treasury Bond ETF (TLT)
1858 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，1858 Wealth Management, LLC 的主要板块分布如下： • Information Technology: 45.9% • Industrials: 18.4% • Communication Services: 12.8% • Financials: 11.2% • Consumer Discretionary: 5.5% • Health Care: 5.2%