PW
Proathlete Wealth Management LLC
趨勢追蹤型長期持有型
申報總市值
US$3.6億
申報季度: 2026-03-31 · 持股檔數: 368
PROATHLETE WEALTH MANAGEMENT LLC在最新一期 13F 報告中揭露了 368 項持股，申報期為 2026-03-31，總持股市值約為 US$3.6億，季度換手率為 6.3%。
機構性格雪花圖
- 集中度
- 48.13
- 持倉穩定性
- 6.29
- 動能／逆勢
- 100
- 產業集中度
- 57.22
- 多樣化
- 100
- 倉位均衡度
- 41.06
近期動向
減碼 IWF
+3.2% -US$360.8萬
加碼 IWD
+3.8% US$169.5萬
加碼 IJR
+2.1% US$147.3萬
加碼 AVUV
+2.5% US$128.2萬
減碼 MSFT
-2.8% -US$144.2萬
減碼 IBIT
+12.8% -US$117.2萬
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
僅顯示前 296 大持股（共 368 檔）
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 28.19% | -0.15% | +2.63% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 13.09% | -0.76% | +3.17% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 9.13% | +0.62% | +3.83% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.83% | +0.53% | +2.14% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.02% | -0.13% | +2.22% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.23% | +0.02% | -2.43% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.51% | +0.41% | +2.49% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.47% | +0.10% | +1.84% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 2.33% | -0.28% | +12.79% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.25% | +0.07% | +2.24% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.15% | +0.09% | +3.81% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.96% | +0.10% | +4.88% | |
| 13 | AVDE | Avantis International Equity | ETF-其他 | 1.94% | +0.15% | +3.45% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.46% | +0.19% | +10.80% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.38% | -2.78% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | -0.10% | -2.82% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | -0.05% | -1.67% | |
| 18 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.76% | -0.09% | -2.55% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.54% | -0.01% | +0.20% | |
| 20 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.51% | +0.03% | — | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 0.46% | +0.05% | -1.73% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -0.04% | -0.53% | |
| 23 | AXP | American Express Co | 股票-金融 | 0.39% | -0.07% | +0.39% | |
| 24 | NFLX | Netflix INC | 股票-通訊服務 | 0.36% | — | -1.15% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.32% | -0.07% | -1.38% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.31% | -0.02% | -0.45% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.31% | -0.05% | -2.38% | |
| 28 | PGR | Progressive CORP | 股票-金融 | 0.27% | -0.04% | -1.65% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.26% | +0.03% | +0.25% | |
| 30 | VZ | Verizon Communications INC | 股票-通訊服務 | 0.25% | +0.02% | -11.12% | |
| 31 | C | Citigroup INC | 股票-金融 | 0.25% | — | +0.39% | |
| 32 | TSLA | Tesla INC | 股票-循環性消費 | 0.23% | -0.07% | -9.32% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.22% | -0.04% | -1.69% | |
| 34 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.22% | +0.16% | +230.65% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.21% | — | -0.44% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.21% | +0.03% | -0.85% | |
| 37 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.21% | — | +0.25% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.18% | — | — | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.17% | -0.04% | -6.73% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.17% | — | -0.03% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.15% | — | — | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.15% | — | +0.39% | |
| 43 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 0.14% | -0.02% | -0.01% | |
| 44 | PFE | Pfizer INC | 股票-醫療保健 | 0.13% | — | -5.36% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.13% | — | — | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.12% | — | +1.05% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | +0.03% | — | |
| 48 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.10% | -0.02% | +0.60% | |
| 49 | BIIB | Biogen INC | 股票-醫療保健 | 0.10% | — | -7.78% | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.10% | — | +1.56% |
1–50 of 296
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 | 368 | US$3.6億 | 6 | |
| 2025-12-31 | 388 | US$3.7億 | 7 | |
| 2025-09-30 | 300 | US$3.5億 | 40 | |
| 2025-06-30 | 2915 | US$3.1億 | 0 | |
| 2025-03-31 | 2826 | US$2.7億 | 0 | |
| 2024-12-31 | 60 | US$2.7億 | 0 | |
| 2024-09-30 | 59 | US$2.4億 | 0 | |
| 2024-06-30 | 57 | US$2.1億 | 0 | |
| 2024-03-31 | 56 | US$1.9億 | 0 | |
| 2023-12-31 | 53 | US$1.7億 | 0 |
本季持股變動
Proathlete Wealth Management LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Vanguard S&p 500 ETF (VOO); 清倉: Nuveen Prefered & Income Opp (JPC); 新建倉: Halliburton Co (HAL); 加碼: Ishares Russell 1000 Growth (IWF) — 股數 +3.17%; 加碼: Ishares Russell 1000 Value E (IWD) — 股數 +3.83%.
FAQ
Proathlete Wealth Management LLC 是什麼機構？屬於哪種投資人類型？
Proathlete Wealth Management 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$3.6億，分佈在 368 個已申報部位之中。
Proathlete Wealth Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Proathlete Wealth Management LLC 按市值排列的前幾大持股為：
1. Ishares Core S&p 500 ETF (IVV) — US$1.0億 (28.2%)
2. Ishares Russell 1000 Growth (IWF) — US$4718.6萬 (13.1%)
3. Ishares Russell 1000 Value E (IWD) — US$3291.0萬 (9.1%)
4. Ishares Core S&p Small-cap E (IJR) — US$2823.9萬 (7.8%)
5. Invesco Qqq Trust Series 1 (QQQ) — US$1809.9萬 (5.0%)
Proathlete Wealth Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Proathlete Wealth Management LLC 共進行了 47 項顯著調整：新建倉 1 個部位、加碼 20 個既有持股、減碼 24 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：清倉: Vanguard S&p 500 ETF (VOO); 清倉: Nuveen Prefered & Income Opp (JPC); 新建倉: Halliburton Co (HAL); 加碼: Ishares Russell 1000 Growth (IWF) — 股數 +3.17%; 加碼: Ishares Russell 1000 Value E (IWD) — 股數 +3.83%
Proathlete Wealth Management 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，Proathlete Wealth Management LLC 的主要板塊分佈如下：
• Information Technology: 29.0%
• Communication Services: 18.6%
• Financials: 18.5%
• Consumer Discretionary: 15.8%
• Consumer Staples: 10.0%
• Health Care: 4.8%