TW
Two West Capital Advisors LLC
分散型投資策略趨勢追蹤型產業集中型
申報總市值
US$1.9億
申報季度: 2026-03-31 · 持股檔數: 96
Two West Capital Advisors LLC在最新一期 13F 報告中揭露了 96 項持股，申報期為 2026-03-31，總持股市值約為 US$1.9億，季度換手率為 15.7%。
機構性格雪花圖
- 集中度
- 27.38
- 持倉穩定性
- 15.73
- 動能／逆勢
- 100
- 產業集中度
- 73.93
- 多樣化
- 100
- 倉位均衡度
- 76.27
近期動向
減碼 DFAU
+0.6% US$201.3萬
加碼 IVV
+27.9% US$138.8萬
加碼 EFG
+178.3% US$95.8萬
加碼 IUSB
+26.2% US$78.7萬
減碼 BRK-B
-9.1% -US$28.3萬
減碼 DFAI
+0.1% US$56.6萬
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 | DFAU | Dimensional US Core Equity M | ETF-其他 | 20.60% | -0.82% | +0.56% | |
| 2 | BNDW | Vanguard Total World Bond Et | ETF-其他 | 9.20% | — | +1.86% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 7.61% | -0.03% | +3.04% | |
| 4 | DFAI | Dimensional International Co | ETF-其他 | 5.86% | -0.24% | +0.14% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.01% | -0.22% | +3.87% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 3.02% | +0.07% | -2.13% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.93% | +0.52% | +27.89% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.08% | +0.26% | +26.23% | |
| 9 | DFIC | Dimensional International Co | ETF-其他 | 1.93% | -0.06% | +0.05% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.85% | — | -0.43% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 1.82% | +0.06% | +0.79% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.35% | +0.02% | +6.87% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.34% | +0.20% | +23.09% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.31% | — | +3.85% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.20% | — | +2.99% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.16% | +0.18% | +14.00% | |
| 17 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 1.13% | — | +9.50% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.95% | +0.10% | +16.30% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.25% | -9.08% | |
| 20 | BDYN | Ishares Dyn Act ETF | ETF-其他 | 0.91% | — | +1.89% | |
| 21 | DGCB | Dimensional Global Credit | ETF-其他 | 0.88% | — | +8.31% | |
| 22 | IGEB | Ishares Investment Grade Sys | ETF-投資等級公司債 | 0.82% | — | +4.27% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.82% | +0.18% | +40.61% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.80% | — | -9.18% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.78% | +0.48% | +178.32% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.78% | +0.08% | +23.69% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.75% | +0.13% | +34.08% | |
| 28 | MBB | Ishares Mbs ETF | ETF-其他 | 0.74% | +0.07% | +22.62% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.71% | +0.07% | +4.90% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.68% | — | +3.69% | |
| 31 | DISV | Dimensional International Sm | ETF-其他 | 0.65% | — | +0.34% | |
| 32 | DIHP | Dimensional International Hi | ETF-其他 | 0.63% | — | +2.77% | |
| 33 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.63% | +0.63% | NEW | |
| 34 | BDVL | Ishares Dv Equity Active ETF | ETF-其他 | 0.61% | — | -2.59% | |
| 35 | DFSD | Dimensional Short Duration | ETF-其他 | 0.60% | +0.20% | +66.49% | |
| 36 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.60% | +0.19% | +30.14% | |
| 37 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.56% | +0.10% | +33.16% | |
| 38 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.56% | — | +0.78% | |
| 39 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.55% | +0.12% | +33.12% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | +17.37% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.52% | +0.07% | +14.41% | |
| 42 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.46% | — | +19.95% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.45% | — | -6.76% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | — | +11.55% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.44% | — | +30.98% | |
| 46 | CMF | Ishares California Muni Bond | ETF-其他 | 0.43% | — | +8.18% | |
| 47 | AAPL | Apple INC | 股票-科技 | 0.43% | — | +1.39% | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.42% | -0.21% | -29.85% | |
| 49 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.40% | +0.24% | +179.58% | |
| 50 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-其他 | 0.39% | — | -0.49% |
1–50 of 96
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
Two West Capital Advisors LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Ishares S&p 100 ETF (OEF); 新建倉: Ishares US Treasury Bond ETF (GOVT); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Ishares Def Industrials Act (IDEF); 清倉: Indivior Pharmaceuticals, Inc. (INDV).
FAQ
Two West Capital Advisors LLC 是什麼機構？屬於哪種投資人類型？
Two West Capital Advisors 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$1.9億，分佈在 96 個已申報部位之中。
Two West Capital Advisors LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Two West Capital Advisors LLC 按市值排列的前幾大持股為：
1. Dimensional US Core Equity M (DFAU) — US$3886.7萬 (20.6%)
2. Vanguard Total World Bond Et (BNDW) — US$1736.3萬 (9.2%)
3. Dimensional US Core Equity 2 (DFAC) — US$1436.4萬 (7.6%)
4. Dimensional International Co (DFAI) — US$1105.2萬 (5.9%)
5. Schwab U.s. Tips ETF (SCHP) — US$945.9萬 (5.0%)
Two West Capital Advisors LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Two West Capital Advisors LLC 共進行了 50 項顯著調整：新建倉 9 個部位、加碼 27 個既有持股、減碼 4 個部位，並完全清倉 10 個持股。 其中幅度最大的異動：清倉: Ishares S&p 100 ETF (OEF); 新建倉: Ishares US Treasury Bond ETF (GOVT); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Ishares Def Industrials Act (IDEF); 清倉: Indivior Pharmaceuticals, Inc. (INDV)
Two West Capital Advisors 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，Two West Capital Advisors LLC 的主要板塊分佈如下：
• Information Technology: 36.4%
• Financials: 26.4%
• Consumer Discretionary: 17.2%
• Consumer Staples: 9.4%
• Communication Services: 6.3%
• Industrials: 4.2%