RW
Ridgeline Wealth Planning, LLC
趋势追踪型长期持有型行业集中型
申报总市值
US$1.4亿
申报季度: 2026-03-31 · 持股只数: 51
Ridgeline Wealth Planning, LLC在最新一期 13F 报告中披露了 51 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 5.5%。
机构性格雪花图
- 集中度
- 44.3
- 持仓稳定性
- 5.48
- 动能／逆势
- 100
- 行业集中度
- 74.41
- 多样化
- 100
- 仓位均衡度
- 78.23
近期动向
减仓 SPYM
+0.1% -US$160.9万
减仓 CGGR
+1.0% -US$59.5万
加仓 JPST
-0.2% -US$3.9万
减仓 DYNF
-1.2% -US$61.6万
加仓 BILS
+125.0% US$34.1万
加仓 BXSL
+54.6% US$31.2万
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 |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 25.07% | -0.58% | +0.12% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 14.54% | +0.31% | -0.24% | |
| 3 | CGGO | Cap Group Global Growth | ETF-其他 | 8.29% | -0.02% | +1.29% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-其他 | 7.82% | -0.14% | -1.60% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 7.70% | -0.27% | -1.25% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-其他 | 4.53% | -0.32% | +0.95% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.50% | -0.17% | +0.13% | |
| 8 | DIVI | Franklin International Core | ETF-其他 | 4.04% | +0.19% | +0.02% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.27% | +0.10% | -5.43% | |
| 10 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 1.46% | — | -0.39% | |
| 11 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.41% | +0.10% | -3.26% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.27% | +0.04% | +5.65% | |
| 13 | MTG | Mgic Investment CORP | 股票-金融 | 1.22% | -0.11% | — | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.11% | +0.03% | -1.46% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | -0.02% | +0.03% | |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.84% | — | -0.09% | |
| 17 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.81% | +0.24% | +54.64% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.71% | +0.15% | +33.29% | |
| 19 | LRCX | Lam Research CORP | 股票-科技 | 0.68% | +0.07% | -11.97% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.68% | -0.03% | -6.23% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.66% | -0.11% | -13.18% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.63% | -0.01% | — | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | +0.05% | +13.73% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.54% | +0.02% | +0.91% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.52% | -0.01% | +5.32% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | -0.03% | -11.43% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | +0.04% | +5.21% | |
| 28 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.45% | +0.26% | +125.02% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.39% | +0.15% | +53.15% | |
| 30 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.39% | — | -0.36% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.35% | -0.08% | +3.10% | |
| 32 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.31% | -0.01% | — | |
| 33 | NOC | Northrop Grumman CORP | 股票-工业 | 0.30% | +0.05% | +0.16% | |
| 34 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.30% | +0.02% | +5.55% | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.29% | +0.02% | -1.89% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.29% | +0.04% | -0.78% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.29% | -0.01% | +4.08% | |
| 38 | PH | Parker Hannifin CORP | 股票-工业 | 0.29% | -0.12% | -32.35% | |
| 39 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.28% | -0.03% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.28% | +0.02% | +15.24% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.27% | -0.01% | -14.06% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.26% | — | — | |
| 43 | FXR | First Trust Indst/producers | ETF-其他 | 0.20% | — | — | |
| 44 | XCEM | Columbia Em Core Ex-china | ETF-新兴市场 | 0.20% | +0.02% | +2.06% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.19% | +0.04% | +2.42% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.16% | -0.01% | +5.22% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.16% | -0.01% | +0.27% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.15% | — | +4.36% | |
| 49 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.15% | +0.15% | NEW | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.15% | +0.15% | NEW |
1–50 of 51
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
本季持股变动
Ridgeline Wealth Planning, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Tesla INC (TSLA); 新建仓: Invesco Aerospace & Defense (PPA); 新建仓: Berkshire Hathaway Inc-cl B (BRK-B); 加仓: Ste Str Spdr Pt S&p 500 ETF (SPYM) — 股数 +0.12%; 加仓: Cap Group Growth Equity (CGGR) — 股数 +0.95%.
FAQ
Ridgeline Wealth Planning, LLC 是什么机构？属于哪种投资人类型？
Ridgeline Wealth Planning, 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$1.4亿，分布在 51 个已申报仓位之中。
Ridgeline Wealth Planning, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Ridgeline Wealth Planning, LLC 按市值排列的前几大持股为：
1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$3433.2万 (25.1%)
2. Jpmorgan Ultra-short Income (JPST) — US$1990.8万 (14.5%)
3. Cap Group Global Growth (CGGO) — US$1135.8万 (8.3%)
4. Cap Group Dividend Value (CGDV) — US$1070.3万 (7.8%)
5. Ishrs US E F R A Etf-usd INC (DYNF) — US$1054.7万 (7.7%)
Ridgeline Wealth Planning, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ridgeline Wealth Planning, LLC 共进行了 44 项显著调整：新建仓 2 个仓位、加仓 24 个既有持股、减仓 17 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Tesla INC (TSLA); 新建仓: Invesco Aerospace & Defense (PPA); 新建仓: Berkshire Hathaway Inc-cl B (BRK-B); 加仓: Ste Str Spdr Pt S&p 500 ETF (SPYM) — 股数 +0.12%; 加仓: Cap Group Growth Equity (CGGR) — 股数 +0.95%
Ridgeline Wealth Planning, 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，Ridgeline Wealth Planning, LLC 的主要板块分布如下：
• Information Technology: 35.1%
• Financials: 31.5%
• Consumer Staples: 10.0%
• Industrials: 7.9%
• Consumer Discretionary: 7.0%
• Communication Services: 5.9%