LP
Landing Point Financial Group, LLC
分散型投資策略趨勢追蹤型產業集中型
申報總市值
US$2.1億
申報季度: 2026-03-31 · 持股檔數: 93
Landing Point Financial Group, LLC在最新一期 13F 報告中揭露了 93 項持股，申報期為 2026-03-31，總持股市值約為 US$2.1億，季度換手率為 9.2%。
機構性格雪花圖
- 集中度
- 32.4
- 持倉穩定性
- 9.23
- 動能／逆勢
- 100
- 產業集中度
- 83.41
- 多樣化
- 100
- 倉位均衡度
- 74.3
近期動向
減碼 NVDA
-7.6% -US$88.7萬
減碼 AAPL
+0.4% -US$74.6萬
加碼 CLOA
+10.1% US$143.9萬
減碼 SGOV
-62.4% -US$82.8萬
減碼 IVV
+6.1% US$48.4萬
減碼 FDVV
+2.9% US$8.5萬
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 20.30% | -0.32% | +6.09% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 13.30% | -0.32% | +2.94% | |
| 3 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 7.50% | +0.51% | +10.07% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 7.35% | — | -0.19% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.41% | -0.52% | +0.40% | |
| 6 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 4.96% | +0.08% | +4.01% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.56% | +0.28% | +7.26% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.54% | -0.29% | -0.29% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.73% | -0.52% | -7.61% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 2.59% | +0.17% | +5.90% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.81% | — | -0.67% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.17% | -0.12% | +3.45% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.02% | — | +1.95% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.00% | +0.05% | +5.35% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.93% | — | +3.43% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.91% | — | +4.67% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.29% | +1.85% | |
| 18 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-其他 | 0.82% | -0.07% | -4.36% | |
| 19 | CSHP | Ishares Dynamic Short-term A | ETF-其他 | 0.71% | +0.71% | NEW | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | +0.16% | -6.11% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.68% | — | +14.85% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.12% | +0.02% | |
| 23 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.62% | +0.06% | +4.57% | |
| 24 | DFIC | Dimensional International Co | ETF-其他 | 0.57% | — | +2.51% | |
| 25 | NOC | Northrop Grumman CORP | 股票-工業 | 0.55% | +0.07% | -1.18% | |
| 26 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.55% | — | +1.11% | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.54% | +0.54% | NEW | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.50% | — | +2.12% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | — | +1.04% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | -0.06% | -0.29% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | -0.08% | +0.57% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.43% | — | -1.73% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | +0.06% | +15.70% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.39% | -0.13% | +1.94% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.38% | -0.07% | +0.13% | |
| 36 | CSX | Csx CORP | 股票-工業 | 0.38% | +0.04% | +0.18% | |
| 37 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 0.37% | +0.03% | +5.92% | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.33% | +0.33% | NEW | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.32% | +0.32% | NEW | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.31% | — | +1.72% | |
| 41 | URI | United Rentals INC | 股票-工業 | 0.30% | — | +0.12% | |
| 42 | TSLA | Tesla INC | 股票-循環性消費 | 0.30% | -0.06% | +3.58% | |
| 43 | BTC | Grayscale Bitcoin Mini ETF | ETF-加密貨幣 | 0.29% | -0.05% | +12.56% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.28% | -0.07% | -2.64% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.27% | +0.07% | +57.42% | |
| 46 | AKRE | Akre Focus ETF | ETF-其他 | 0.26% | -0.14% | -17.07% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.26% | -0.07% | -2.25% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.25% | — | +0.64% | |
| 49 | FDX | Fedex CORP | 股票-工業 | 0.25% | — | -9.80% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.25% | — | +0.06% |
1–50 of 93
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
Landing Point Financial Group, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Dynamic Short-term A (CSHP); 新建倉: Ishares Treasury Floating Ra (TFLO); 新建倉: Fidelity Total Bond ETF (FBND); 新建倉: Ishares Floating Rate Bond E (FLOT); 新建倉: Apellis Pharmaceuticals INC (APLSUSD).
FAQ
Landing Point Financial Group, LLC 是什麼機構？屬於哪種投資人類型？
Landing Point Financial Group, 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$2.1億，分佈在 93 個已申報部位之中。
Landing Point Financial Group, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Landing Point Financial Group, LLC 按市值排列的前幾大持股為：
1. Ishares Core S&p 500 ETF (IVV) — US$4183.1萬 (20.3%)
2. Fidelity High Dividend ETF (FDVV) — US$2740.8萬 (13.3%)
3. Ishares Aaa Clo Act Etf-usdi (CLOA) — US$1546.0萬 (7.5%)
4. Ishares Ultra Short Duration (ICSH) — US$1514.2萬 (7.3%)
5. Apple INC (AAPL) — US$1115.1萬 (5.4%)
Landing Point Financial Group, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Landing Point Financial Group, LLC 共進行了 48 項顯著調整：新建倉 12 個部位、加碼 21 個既有持股、減碼 13 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: Ishares Dynamic Short-term A (CSHP); 新建倉: Ishares Treasury Floating Ra (TFLO); 新建倉: Fidelity Total Bond ETF (FBND); 新建倉: Ishares Floating Rate Bond E (FLOT); 新建倉: Apellis Pharmaceuticals INC (APLSUSD)
Landing Point Financial Group, 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，Landing Point Financial Group, LLC 的主要板塊分佈如下：
• Information Technology: 48.6%
• Industrials: 11.4%
• Consumer Discretionary: 9.4%
• Financials: 9.3%
• Communication Services: 8.5%
• Health Care: 3.4%