SP
Spirepoint Private Client, LLC
分散型投資策略趨勢追蹤型高品質投資策略
申報總市值
US$10.5億
申報季度: 2026-03-31 · 持股檔數: 322
SPIREPOINT PRIVATE CLIENT, LLC在最新一期 13F 報告中揭露了 322 項持股，申報期為 2026-03-31，總持股市值約為 US$10.5億，季度換手率為 18.9%。
機構性格雪花圖
- 集中度
- 9.04
- 持倉穩定性
- 18.87
- 動能／逆勢
- 100
- 產業集中度
- 55.29
- 多樣化
- 100
- 倉位均衡度
- 74.91
近期動向
減碼 XLU
-81.0% -US$1332.3萬
減碼 VOO
-24.5% -US$1237.8萬
減碼 MSFT
+3.8% -US$788.9萬
減碼 LMT
-88.2% -US$691.9萬
減碼 PLTR
+1.0% -US$614.8萬
加碼 LRCX
+110.1% US$572.5萬
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 | UPS | United Parcel Service-cl B | 股票-工業 | 9.60% | -0.13% | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.16% | -0.26% | +1.23% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.02% | -1.20% | -24.49% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 2.99% | -0.08% | +9.31% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.77% | +3.80% | |
| 6 | CLH | Clean Harbors INC | 股票-工業 | 2.89% | +0.52% | +0.18% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.87% | -0.61% | +0.97% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.66% | -0.17% | +2.78% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.54% | +0.42% | +2.32% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | -0.14% | +1.54% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.13% | +0.45% | +13.78% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.01% | -0.09% | +6.41% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.74% | -0.21% | +5.04% | |
| 14 | NEE | Nextera Energy INC | 股票-公用事業 | 1.72% | +0.28% | +4.03% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.71% | +0.53% | +3.21% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.66% | — | +6.44% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.53% | +0.49% | +8.62% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.44% | +0.20% | +17.64% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.36% | — | +6.05% | |
| 20 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.30% | +0.09% | +3.38% | |
| 21 | WMT | Walmart INC | 股票-非循環性消費 | 1.28% | +0.19% | +5.31% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | — | +9.13% | |
| 23 | NOC | Northrop Grumman CORP | 股票-工業 | 1.13% | +0.22% | +3.69% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | -0.13% | +4.67% | |
| 25 | GD | General Dynamics CORP | 股票-工業 | 1.11% | +0.09% | +7.21% | |
| 26 | PANW | Palo Alto Networks INC | 股票-科技 | 1.09% | -0.08% | +7.17% | |
| 27 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.07% | +0.17% | +5.31% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 1.02% | — | +3.21% | |
| 29 | SO | Southern Co/the | 股票-公用事業 | 0.96% | +0.15% | +7.03% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.94% | — | +3.28% | |
| 31 | AXON | Axon Enterprise INC | 股票-工業 | 0.94% | -0.16% | +14.21% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 0.90% | +0.19% | +50.49% | |
| 33 | LRCX | Lam Research CORP | 股票-科技 | 0.88% | +0.54% | +110.06% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.09% | -1.25% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.79% | +0.07% | -4.43% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.75% | — | +8.04% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.74% | — | +10.76% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | — | -0.01% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.71% | — | +0.13% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | — | +0.42% | |
| 41 | UBER | Uber Technologies INC | 股票-工業 | 0.68% | — | +14.34% | |
| 42 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.63% | -0.23% | +12.34% | |
| 43 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 0.62% | -0.19% | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | +4.53% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.55% | +0.53% | +2360.00% | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.53% | — | -8.97% | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.52% | +0.50% | +1636.62% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | — | |
| 49 | P | Everpure Inc-a | 股票-科技 | 0.51% | — | — | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.50% | — | +10.35% |
1–50 of 322
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 | 322 | US$10.5億 | 19 | |
| 2025-12-31 | 313 | US$10.5億 | 22 | |
| 2025-09-30 | 280 | US$9.5億 | 36 | |
| 2025-06-30 | 232 | US$8.9億 | 0 | |
| 2025-03-31 | 214 | US$7.7億 | 0 | |
| 2024-12-31 | 220 | US$8.0億 | 0 | |
| 2024-09-30 | 211 | US$7.6億 | 0 | |
| 2024-06-30 | 207 | US$7.1億 | 0 | |
| 2024-03-31 | 201 | US$6.6億 | 0 |
本季持股變動
Spirepoint Private Client, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Madison Square Garden Entert (MSGE); 清倉: Fortinet INC (FTNT); 新建倉: Ares Management CORP - A (ARES); 新建倉: Sofi Technologies INC (SOFI); 新建倉: Miami International Holdings (MIAX).
FAQ
Spirepoint Private Client, LLC 是什麼機構？屬於哪種投資人類型？
Spirepoint Private Client, 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$10.5億，分佈在 322 個已申報部位之中。
Spirepoint Private Client, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Spirepoint Private Client, LLC 按市值排列的前幾大持股為：
1. United Parcel Service-cl B (UPS) — US$1.0億 (9.6%)
2. Apple INC (AAPL) — US$4368.4萬 (4.2%)
3. Vanguard S&p 500 ETF (VOO) — US$3174.2萬 (3.0%)
4. Broadcom INC (AVGO) — US$3143.3萬 (3.0%)
5. Microsoft CORP (MSFT) — US$3049.2萬 (2.9%)
Spirepoint Private Client, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Spirepoint Private Client, LLC 共進行了 48 項顯著調整：新建倉 6 個部位、加碼 33 個既有持股、減碼 8 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Madison Square Garden Entert (MSGE); 清倉: Fortinet INC (FTNT); 新建倉: Ares Management CORP - A (ARES); 新建倉: Sofi Technologies INC (SOFI); 新建倉: Miami International Holdings (MIAX)
Spirepoint Private Client, 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，Spirepoint Private Client, LLC 的主要板塊分佈如下：
• Information Technology: 32.1%
• Industrials: 18.8%
• Health Care: 14.6%
• Financials: 10.0%
• Consumer Discretionary: 6.7%
• Communication Services: 6.4%