SC
Strathmore Capital Advisors, Inc.
分散型投資策略趨勢追蹤型產業集中型
申報總市值
US$3.5億
申報季度: 2026-03-31 · 持股檔數: 138
Strathmore Capital Advisors, Inc.在最新一期 13F 報告中揭露了 138 項持股，申報期為 2026-03-31，總持股市值約為 US$3.5億，季度換手率為 17.5%。
機構性格雪花圖
- 集中度
- 31.28
- 持倉穩定性
- 17.5
- 動能／逆勢
- 100
- 產業集中度
- 76.04
- 多樣化
- 100
- 倉位均衡度
- 68.59
近期動向
減碼 DFCF
+7.0% US$317.8萬
減碼 DFAC
+2.3% US$506.6萬
加碼 IVV
+63.7% US$442.8萬
減碼 DFNM
-6.3% -US$84.1萬
加碼 DFAW
+25.7% US$224.8萬
減碼 PLTR
-0.3% -US$59.2萬
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
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 17.20% | -1.09% | +2.31% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 14.43% | -1.27% | +6.96% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-其他 | 14.39% | -0.28% | +2.51% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-其他 | 3.70% | -0.86% | -6.30% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 3.22% | — | -0.36% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.00% | +0.97% | +63.71% | |
| 7 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 2.44% | +0.35% | +25.73% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.43% | -0.14% | -0.09% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.93% | +0.16% | +11.81% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.66% | +0.05% | +16.23% | |
| 11 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.27% | — | -12.72% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.25% | +0.01% | +11.69% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 1.10% | +0.15% | +20.35% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.08% | -0.04% | +12.81% | |
| 15 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 1.04% | — | +0.88% | |
| 16 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 1.02% | +0.14% | +25.52% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.90% | -0.02% | +13.77% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.85% | — | -1.68% | |
| 19 | DFIV | Dimensional International Va | ETF-其他 | 0.81% | — | -4.77% | |
| 20 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.80% | — | -3.43% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | — | +4.08% | |
| 22 | DFAT | Dimensional US Target Value | ETF-其他 | 0.73% | — | +4.43% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | — | -0.23% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | -0.31% | -0.25% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.67% | +0.16% | -4.01% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.66% | +0.01% | +11.95% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | +0.17% | +41.54% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.61% | +0.04% | +13.34% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.59% | +0.08% | +7.83% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.29% | +146.47% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | +0.29% | +169.31% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.46% | — | +11.69% | |
| 33 | DFIC | Dimensional International Co | ETF-其他 | 0.45% | +0.05% | +20.41% | |
| 34 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.44% | +0.17% | +63.88% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.42% | +0.18% | +102.03% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.41% | +0.07% | +31.39% | |
| 37 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-其他 | 0.38% | +0.08% | +33.63% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.36% | +0.17% | +106.40% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.32% | — | -1.25% | |
| 40 | CMI | Cummins INC | 股票-工業 | 0.31% | — | +1.39% | |
| 41 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.31% | — | +13.56% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.31% | — | +5.34% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.30% | +0.30% | NEW | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.30% | — | +4.77% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | — | +1.90% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.28% | — | -0.30% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.28% | — | +9.38% | |
| 48 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.28% | — | +15.17% | |
| 49 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.27% | — | -0.29% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.27% | +0.27% | NEW |
1–50 of 138
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
本季持股變動
Strathmore Capital Advisors, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Core Msci Dev Mkts (IDEV); 新建倉: Ishares Msci USA Quality Fac (QUAL); 新建倉: Altria Group INC (MO); 新建倉: Ishares Intl Aggregate Bond (IAGG); 新建倉: Vanguard Growth ETF (VUG).
FAQ
Strathmore Capital Advisors, Inc. 是什麼機構？屬於哪種投資人類型？
Strathmore Capital Advisors, Inc. 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$3.5億，分佈在 138 個已申報部位之中。
Strathmore Capital Advisors, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Strathmore Capital Advisors, Inc. 按市值排列的前幾大持股為：
1. Dimensional US Core Equity 2 (DFAC) — US$6085.9萬 (17.2%)
2. Dimensional Core Fixed INC (DFCF) — US$5106.8萬 (14.4%)
3. Dimensional World Ex US Core (DFAX) — US$5091.7萬 (14.4%)
4. Dimensional National Muni Bd (DFNM) — US$1308.4萬 (3.7%)
5. Dimsnl Intr Cf In Etf-usd In (DFGX) — US$1140.9萬 (3.2%)
Strathmore Capital Advisors, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Strathmore Capital Advisors, Inc. 共進行了 50 項顯著調整：新建倉 15 個部位、加碼 28 個既有持股、減碼 4 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Ishares Core Msci Dev Mkts (IDEV); 新建倉: Ishares Msci USA Quality Fac (QUAL); 新建倉: Altria Group INC (MO); 新建倉: Ishares Intl Aggregate Bond (IAGG); 新建倉: Vanguard Growth ETF (VUG)
Strathmore Capital Advisors, Inc. 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，Strathmore Capital Advisors, Inc. 的主要板塊分佈如下：
• Information Technology: 43.7%
• Consumer Discretionary: 17.1%
• Communication Services: 14.3%
• Financials: 5.8%
• Health Care: 5.7%
• Industrials: 5.4%