MI

Motiv8 Investments LLC

分散型投资策略趋势追踪型

申报总市值

US$1.8亿

申报季度: 2025-12-31 · 持股只数: 1068

Motiv8 Investments LLC在最新一期 13F 报告中披露了 1068 项持股，申报期为 2025-12-31，总持股市值约为 US$1.8亿，季度换手率为 47.2%。

机构性格雪花图

集中度
6.85
持仓稳定性
47.16
动能／逆势
100
行业集中度
61.79
多样化
100
仓位均衡度
58.4

近期动向

  • 减仓 POCT

    -24.4%　-US$172.1万

  • 减仓 ABT

    -92.3%　-US$158.0万

  • 减仓 PJUL

    -24.2%　-US$170.6万

  • 减仓 PJAN

    -24.3%　-US$166.8万

  • 减仓 PAPR

    -23.6%　-US$163.2万

  • 减仓 KO

    -82.8%　-US$144.1万

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✓ Cash Usd股票-其他5.09%+5.09%NEW
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长4.66%—-0.62%
3FJULFt Vest US Equity Buffer ETFETF-其他3.53%—-2.55%
4VUGVanguard Growth ETFETF-其他3.51%—+0.35%
5PJANInnovator U.s. Equity PowerETF-其他3.17%-0.81%-24.32%
6PJULInnovator U.s. Equity PowerETF-其他3.15%-0.83%-24.15%
7POCTInnovator U.s. Equity PowerETF-其他3.15%-0.84%-24.39%
8PAPRInnovator U.s. Equity PowerETF-其他3.15%-0.79%-23.57%
9VTVVanguard Value ETFETF-其他2.75%—+0.96%
10TDGTransdigm Group INC股票-工业2.22%—+1.56%
11IWRIshares Russell Mid-cap ETFETF-其他1.63%—+0.73%
12AAPLApple INC股票-科技1.37%-0.13%-16.09%
13QQQMInvesco Nasdaq 100 ETFETF-科技型1.30%—+0.50%
14BRK-BBerkshire Hathaway Inc-cl B股票-其他1.23%—-5.75%
15CATCaterpillar INC股票-工业1.23%—-10.57%
16XOMExxon Mobil CORP股票-能源1.18%—-5.79%
17GOOGLAlphabet Inc-cl A股票-通信服务1.16%-0.12%-31.66%
18JNJJohnson & Johnson股票-医疗保健1.11%—-16.43%
19BJANInnovator U.s. Equity BufferETF-其他1.07%-0.35%-29.26%
20BJULInnovator U.s. Equity BufferETF-其他1.05%-0.37%-29.01%
21BAPRInnovator U.s. Equity BufferETF-其他1.05%-0.35%-28.14%
22BOCTInnovator U.s. Equity BufferETF-其他1.05%-0.38%-29.79%
23KNGFt Vest S&p 500 Dvd Arst TrgETF-大型股与成长1.05%—+4.72%
24MRKMerck & Co. INC.股票-医疗保健1.02%—-11.04%
25CVXChevron CORP股票-能源1.02%—-7.70%
26CSCOCisco Systems INC股票-科技0.95%—-9.24%
27MSFTMicrosoft CORP股票-科技0.94%—-3.57%
28ABBVAbbvie INC股票-医疗保健0.92%-0.20%-18.98%
29AMATApplied Materials INC股票-科技0.91%—-23.21%
30APPApplovin Corp-class A股票-科技0.90%+0.90%NEW
31ACNAccenture plc股票-科技0.90%+0.19%+13.91%
32ADIAnalog Devices INC股票-科技0.90%—-6.20%
33NVDANvidia CORP股票-科技0.90%-0.20%-20.19%
34SPGIS&p Global INC股票-金融0.89%—+2.87%
35TJXTjx Companies INC股票-周期性消费0.88%—-17.48%
36AVGOBroadcom INC股票-科技0.86%-0.22%-25.65%
37ADBEAdobe INC股票-科技0.85%—+3.93%
38CRMSalesforce INC股票-科技0.85%—-1.78%
39MAMastercard INC - A股票-金融0.85%—-4.64%
40PGProcter & Gamble Co/the股票-非周期性消费0.84%—-0.84%
41MCDMcdonald's CORP股票-周期性消费0.84%—-9.01%
42VVisa Inc-class A Shares股票-金融0.84%—-4.42%
43COSTCostco Wholesale CORP股票-非周期性消费0.84%—+2.89%
44INTUIntuit INC股票-科技0.84%—+11.62%
45UNPUnion Pacific CORP股票-工业0.83%—-3.03%
46QCOMQualcomm INC股票-科技0.83%—-8.72%
47WMWaste Management INC股票-工业0.82%—-1.67%
48GILDGilead Sciences INC股票-医疗保健0.82%—-13.62%
49METAMeta Platforms Inc-class A股票-通信服务0.79%-0.11%-4.22%
50LMTLockheed Martin CORP股票-工业0.79%-0.12%-12.89%
1–50 of 1,068

本季持股变动

Motiv8 Investments LLC 在 2025-12-31 最显著的持仓异动： 新建仓: Cash Usd; 清仓: Vanguard Total Bond Market (BND); 清仓: Ishares Broad Usd Investment (USIG); 清仓: Ss Spdr Pf Lng Trm Tsy E-usd (SPTL); 清仓: Ishares 1-3 Year Treasury Bo (SHY).

Motiv8 Investments LLC 于截至 2025-12-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1LLYEli Lilly & Co+0.2%+12.14%加仓
2ACNAccenture plc+0.2%+13.91%加仓
3METAMeta Platforms Inc-class A-0.1%-4.22%减仓
4GOOGLAlphabet Inc-cl A-0.1%-31.66%减仓
5LMTLockheed Martin CORP-0.1%-12.89%减仓
6AAPLApple INC-0.1%-16.09%减仓
7ABBVAbbvie INC-0.2%-18.98%减仓
8HDHome Depot INC-0.2%-9.20%减仓
9NVDANvidia CORP-0.2%-20.19%减仓
10AVGOBroadcom INC-0.2%-25.65%减仓
11BJANInnovator U.s. Equity Buffer-0.4%-29.26%减仓
12BAPRInnovator U.s. Equity Buffer-0.4%-28.14%减仓
13BJULInnovator U.s. Equity Buffer-0.4%-29.01%减仓
14BOCTInnovator U.s. Equity Buffer-0.4%-29.79%减仓
15ORCLOracle CORP-0.5%-26.60%减仓
16KOCoca-cola Co/the-0.8%-82.82%减仓
17PAPRInnovator U.s. Equity Power-0.8%-23.57%减仓
18PJANInnovator U.s. Equity Power-0.8%-24.32%减仓
19PJULInnovator U.s. Equity Power-0.8%-24.15%减仓
20POCTInnovator U.s. Equity Power-0.8%-24.39%减仓
21ABTAbbott Laboratories-0.8%-92.25%减仓
22✓ Cash Usd—NEW新建仓
23BNDVanguard Total Bond Market—EXIT清仓
24USIGIshares Broad Usd Investment—EXIT清仓
25SPTLSs Spdr Pf Lng Trm Tsy E-usd—EXIT清仓
26SHYIshares 1-3 Year Treasury Bo—EXIT清仓
27HYGIshr Ibx Usd Hiyld Cb Etf-ui—EXIT清仓
28VZVerizon Communications INC—EXIT清仓
29APPApplovin Corp-class A—NEW新建仓
30PLTRPalantir Technologies Inc-a—NEW新建仓
31IEIIshares 3-7 Year Treasury Bo—EXIT清仓
32VCSHVanguard S/t CORP Bond ETF—EXIT清仓
33BKNGBooking Holdings INC—NEW新建仓
34DFEOXDfa US Core Eqty 1 Port-inst—NEW新建仓
35EMBIshares Jp Morgan Usd Emergi—EXIT清仓
36VEAVanguard Ftse Developed ETF—EXIT清仓
37BILSs Spdr Bb 1-3m T-bill ETF—EXIT清仓
38FNOVFt Vest US Equity Buffer ETF—NEW新建仓
39FASDXFdlty Adv Str Dvd & Inc-a—NEW新建仓
40FKIQXFranklin Income Fund-a—NEW新建仓
41PIODXVictory Pioneer Fund-a—NEW新建仓
42FFUAXFidelity Adv Utilities-a—NEW新建仓
43IRACXCim Real Assets & Credit-i—NEW新建仓
44CRDIXApollo Diversified Credit-i—NEW新建仓
45CWGIXAf Cap Wlrd Gr & Inc-a—NEW新建仓
46GRIFXApollo Diversif Rl Est-i—NEW新建仓
47MINTPimco Enhanced Short Maturit—NEW新建仓
48AGTHXAmer Fnd Grw Fd Of Am-a—NEW新建仓
49ANCFXAmer Fnd Fndmntl Invst-a—NEW新建仓
50SVSPXSt Strt S&p 500 Index Fd-n—NEW新建仓

FAQ

Motiv8 Investments LLC 是什么机构？属于哪种投资人类型？
Motiv8 Investments 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（2025-12-31），该机构追踪的股票投资组合估值约为 US$1.8亿，分布在 1068 个已申报仓位之中。
Motiv8 Investments LLC 目前前几大持股有哪些？
根据最新 13F 申报，Motiv8 Investments LLC 按市值排列的前几大持股为： 1. Cash Usd — US$932.8万 (5.1%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$854.2万 (4.7%) 3. Ft Vest US Equity Buffer ETF (FJUL) — US$647.7万 (3.5%) 4. Vanguard Growth ETF (VUG) — US$643.5万 (3.5%) 5. Innovator U.s. Equity Power (PJAN) — US$581.7万 (3.2%)
Motiv8 Investments LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Motiv8 Investments LLC 共进行了 50 项显著调整：新建仓 18 个仓位、加仓 2 个既有持股、减仓 19 个仓位，并完全清仓 11 个持股。 其中幅度最大的异动：新建仓: Cash Usd; 清仓: Vanguard Total Bond Market (BND); 清仓: Ishares Broad Usd Investment (USIG); 清仓: Ss Spdr Pf Lng Trm Tsy E-usd (SPTL); 清仓: Ishares 1-3 Year Treasury Bo (SHY)
Motiv8 Investments 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，Motiv8 Investments LLC 的主要板块分布如下： • Information Technology: 38.5% • Health Care: 14.0% • Financials: 11.4% • Industrials: 8.6% • Consumer Discretionary: 7.7% • Communication Services: 6.5%