AC
Attessa Capital LLC
趋势追踪型高品质投资策略集中型投资策略
申报总市值
US$2.2亿
申报季度: 2026-06-30 · 持股只数: 51
Attessa Capital LLC在最新一期 13F 报告中披露了 51 项持股，申报期为 2026-06-30，总持股市值约为 US$2.2亿，季度换手率为 19.8%。
机构性格雪花图
- 集中度
- 65.52
- 持仓稳定性
- 19.85
- 动能／逆势
- 100
- 行业集中度
- 65.36
- 多样化
- 100
- 仓位均衡度
- 72.61
近期动向
加仓 XLK
+4.4% US$583.0万
减仓 VEA
+4.4% US$650.9万
减仓 SCHR
+6.8% US$59.8万
新建仓 MPLX
减仓 VOO
-4.6% US$84.6万
减仓 XLC
+4.3% US$3.4万
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 |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 31.40% | +0.20% | +6.27% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 21.11% | -0.94% | +4.38% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 7.88% | +1.50% | +4.40% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 7.72% | -0.20% | +18.58% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-其他 | 4.99% | -0.73% | +6.75% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 4.71% | -0.34% | -1.52% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.29% | -0.45% | -4.56% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.06% | -0.21% | -1.85% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.92% | -0.15% | +4.26% | |
| 10 | SCHQ | Schwab Long-term US Treasury | ETF-政府公债 | 1.86% | -0.25% | +7.39% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.83% | -0.37% | +4.35% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.86% | -0.11% | -5.03% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.78% | +0.21% | +65.71% | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.71% | +0.04% | +14.03% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.63% | -0.01% | +5.25% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | -0.11% | -1.20% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.63% | -0.03% | -0.97% | |
| 18 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公债 | 0.58% | +0.24% | +108.33% | |
| 19 | MPLX | Mplx LP | 股票-能源 | 0.47% | +0.47% | NEW | |
| 20 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | +0.09% | +36.75% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | +0.01% | +7.89% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | -0.01% | +44.30% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | -0.01% | +0.22% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | -0.04% | +0.42% | |
| 25 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 0.23% | +0.23% | NEW | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.23% | — | +5.71% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.22% | — | -2.96% | |
| 28 | EPD | Enterprise Products Partners | 股票-能源 | 0.19% | +0.19% | NEW | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.19% | -0.01% | — | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.19% | — | -4.90% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.18% | -0.01% | — | |
| 32 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.17% | +0.07% | +111.34% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.16% | +0.05% | +77.61% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.14% | -0.01% | +28.70% | |
| 35 | STK | Columbia Slgmn Prem Tech Gr | 股票-其他 | 0.13% | +0.13% | NEW | |
| 36 | AGNC | Agnc Investment CORP | 股票-房地产 | 0.13% | +0.13% | NEW | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | +0.12% | NEW | |
| 38 | ET | Energy Transfer LP | 股票-能源 | 0.12% | +0.12% | NEW | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.11% | +0.11% | NEW | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.10% | — | +0.48% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.10% | +0.10% | NEW | |
| 42 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.09% | -0.05% | -4.10% | |
| 43 | DX | Dynex Capital INC | 股票-其他 | 0.09% | +0.09% | NEW | |
| 44 | OXLC | Oxford Lane Capital CORP | 股票-其他 | 0.07% | +0.07% | NEW | |
| 45 | SLRC | Slr Investment CORP | 股票-其他 | 0.07% | +0.07% | NEW | |
| 46 | ECC | Eagle Point Credit Co | 股票-其他 | 0.06% | +0.06% | NEW | |
| 47 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.05% | +0.05% | NEW | |
| 48 | XEXGX | Eaton Vance Tax-managed Glob | 股票-其他 | 0.04% | +0.04% | NEW | |
| 49 | BRSP | Brightspire Capital INC | 股票-其他 | 0.04% | +0.04% | NEW | |
| 50 | ACRE | Ares Commercial Real Estate | 股票-其他 | 0.03% | +0.03% | 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
Attessa Capital LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Mplx LP (MPLX); 新建仓: Pacer Met US Lrg Cap Dvd 400 (QDPL); 新建仓: Enterprise Products Partners (EPD); 清仓: Walmart INC (WMT); 新建仓: Columbia Slgmn Prem Tech Gr (STK).
FAQ
Attessa Capital LLC 是什么机构？属于哪种投资人类型？
Attessa Capital 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$2.2亿，分布在 51 个已申报仓位之中。
Attessa Capital LLC 目前前几大持股有哪些？
根据最新 13F 申报，Attessa Capital LLC 按市值排列的前几大持股为：
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$6999.4万 (31.4%)
2. Vanguard Ftse Developed ETF (VEA) — US$4705.2万 (21.1%)
3. Ss Technology Select Sector (XLK) — US$1756.7万 (7.9%)
4. Vanguard Total Bond Market (BND) — US$1721.1万 (7.7%)
5. Schwab Intermediate-term US (SCHR) — US$1112.0万 (5.0%)
Attessa Capital LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Attessa Capital LLC 共进行了 48 项显著调整：新建仓 18 个仓位、加仓 20 个既有持股、减仓 8 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Mplx LP (MPLX); 新建仓: Pacer Met US Lrg Cap Dvd 400 (QDPL); 新建仓: Enterprise Products Partners (EPD); 清仓: Walmart INC (WMT); 新建仓: Columbia Slgmn Prem Tech Gr (STK)
Attessa Capital 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，Attessa Capital LLC 的主要板块分布如下：
• Information Technology: 30.0%
• Energy: 26.1%
• Consumer Discretionary: 17.7%
• Health Care: 15.4%
• Financials: 5.2%
• Real Estate: 3.0%