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Strategic Financial Partners, Ltd.

分散型投資策略產業集中型趨勢追蹤型

申報總市值

US$2.3億

申報季度: 2026-03-31 · 持股檔數: 81

Strategic Financial Partners, Ltd.在最新一期 13F 報告中揭露了 81 項持股，申報期為 2026-03-31，總持股市值約為 US$2.3億，季度換手率為 19.3%。

機構性格雪花圖

集中度
27.47
持倉穩定性
19.28
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
78.51

近期動向

  • 加碼 AGG

    +28.7%　US$322.6萬

  • 減碼 SPYM

    -0.3%　-US$229.7萬

  • 加碼 ISTB

    +30.6%　US$238.7萬

  • 加碼 SPDW

    +12.5%　US$226.1萬

  • 減碼 IJR

    -24.1%　-US$178.7萬

  • 加碼 QUS

    +80.0%　US$159.6萬

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
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長19.55%-1.04%-0.25%
2SPYVSs Spdr P S&p 500 Value ETFETF-大型股與成長8.99%+0.18%+2.77%
3SPDWSte Str Spdr Pt Dw EU ETFETF-其他7.20%+0.96%+12.54%
4VONGVanguard Russell 1000 GrowthETF-其他6.80%-0.09%+9.87%
5AGGIshares Core U.s. AggregateETF-其他6.38%+1.38%+28.70%
6ISTBIshares Core 1-5 Year Usd BoETF-其他4.49%+1.03%+30.62%
7IWRIshares Russell Mid-cap ETFETF-其他3.62%-0.54%-13.61%
8IJRIshares Core S&p Small-cap EETF-中小型股2.83%-0.78%-24.07%
9VUGVanguard Growth ETFETF-其他2.23%-0.45%-6.60%
10VWOVanguard Ftse Emerging MarkeETF-新興市場2.03%—-0.42%
11MGKVanguard Mega Cap Growth ETFETF-其他1.86%-0.27%-1.63%
12XLESs Energy Select SectorETF-其他1.74%+1.74%NEW
13IAGGIshares Intl Aggregate BondETF-其他1.72%+0.51%+42.84%
14QUSSs Spdr Msci U Stratfact ETFETF-其他1.58%+0.69%+80.01%
15VCITVanguard Int-term CorporateETF-投資等級公司債1.47%+0.03%+3.55%
16XLISs Industrial Select SectorETF-其他1.41%-0.39%-24.98%
17VTVVanguard Value ETFETF-其他1.34%-0.22%-16.24%
18XLCSs Comm Select Sector SpdrETF-其他1.33%-0.45%-20.22%
19XLKSs Technology Select SectorETF-科技型1.33%-0.44%-18.39%
20VTIVanguard Total Stock Mkt ETFETF-其他1.27%-0.14%-5.61%
21MGVVanguard Mega Cap Value ETFETF-其他1.20%—-3.24%
22SPTISs Spdr P Int Term Tsy ETFETF-其他0.96%+0.04%+6.35%
23CWBSs Spdr Bb Conv Sec ETFETF-其他0.76%+0.46%+148.23%
24DEEDFirst Trust Securitized PlusETF-其他0.73%+0.05%+9.89%
25EWCIshares Msci Canada ETFETF-其他0.72%-0.19%-22.31%
26EMBIshares Jp Morgan Usd EmergiETF-其他0.71%+0.46%+190.20%
27BKLNInvesco Senior Loan ETFETF-其他0.70%+0.46%+203.47%
28VOOVanguard S&p 500 ETFETF-大型股與成長0.69%-0.04%—
29HYLSFt Tactical High Yield ETFETF-非投資等級債0.69%—+1.82%
30GHYGIshares Us&intl High Yield CETF-非投資等級債0.69%+0.45%+194.92%
31MSFTMicrosoft CORP股票-科技0.68%-0.22%-0.42%
32EWJIshares Msci Japan ETFETF-其他0.68%+0.68%NEW
33EWIIshares Msci Italy ETFETF-其他0.67%-0.21%-22.07%
34EWGIshares Msci Germany ETFETF-其他0.65%-0.26%-23.86%
35AAPLApple INC股票-科技0.59%-0.05%-0.04%
36FMBFirst Trust Managed MunicipaETF-其他0.57%+0.03%+7.86%
37VBVanguard Small-cap ETFETF-其他0.55%—-0.10%
38VBRVanguard Small-cap Value ETFETF-其他0.49%-0.04%-9.97%
39PTLCPacer Trendpilot US Large CaETF-其他0.48%-0.05%-2.92%
40VBKVanguard Small-cap Grwth ETFETF-其他0.45%—-5.86%
41VMBSVanguard Mortgage-backed SecETF-其他0.37%—-1.25%
42ACWIIshares Msci Acwi ETFETF-其他0.36%——
43VOTVanguard Mid-cap Growth ETFETF-其他0.32%—-1.11%
44VOEVanguard Mid-cap Value ETFETF-其他0.32%—-4.86%
45VXUSVanguard Total Intl StockETF-其他0.31%—-1.73%
46QQQInvesco Qqq Trust Series 1ETF-科技型0.29%-0.08%-15.76%
47PFFIshares Preferred & Income SETF-其他0.28%—-1.74%
48GOOGLAlphabet Inc-cl A股票-通訊服務0.24%—+0.63%
49MSIFMsc Income Fund INC股票-其他0.24%—+15.80%
50IJHIshares Core S&p Midcap ETFETF-其他0.23%——
1–50 of 81

本季持股變動

Strategic Financial Partners, Ltd. 在 2026-03-31 最顯著的持倉異動： 新建倉: Ss Energy Select Sector (XLE); 清倉: Ss Consumer Disc Select Sect (XLY); 清倉: Ishares Msci United Kingdom (EWU); 新建倉: Ishares Msci Japan ETF (EWJ); 清倉: Ishares Russell 1000 Growth (IWF).

Strategic Financial Partners, Ltd. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1AGGIshares Core U.s. Aggregate+1.4%+28.70%加碼
2ISTBIshares Core 1-5 Year Usd Bo+1%+30.62%加碼
3SPDWSte Str Spdr Pt Dw EU ETF+1%+12.54%加碼
4QUSSs Spdr Msci U Stratfact ETF+0.7%+80.01%加碼
5IAGGIshares Intl Aggregate Bond+0.5%+42.84%加碼
6BKLNInvesco Senior Loan ETF+0.5%+203.47%加碼
7CWBSs Spdr Bb Conv Sec ETF+0.5%+148.23%加碼
8EMBIshares Jp Morgan Usd Emergi+0.5%+190.20%加碼
9GHYGIshares Us&intl High Yield C+0.5%+194.92%加碼
10SPYVSs Spdr P S&p 500 Value ETF+0.2%+2.77%加碼
11DEEDFirst Trust Securitized Plus+0.1%+9.89%加碼
12SPTISs Spdr P Int Term Tsy ETF0%+6.35%加碼
13FMBFirst Trust Managed Municipa0%+7.86%加碼
14VCITVanguard Int-term Corporate0%+3.55%加碼
15FSSLFs Specialty Lending Fund0%-24.47%減碼
16VBRVanguard Small-cap Value ETF0%-9.97%減碼
17VOOVanguard S&p 500 ETF0%—不變
18PTLCPacer Trendpilot US Large Ca-0.1%-2.92%減碼
19IWDIshares Russell 1000 Value E-0.1%-26.75%減碼
20AAPLApple INC-0.1%-0.04%減碼
21IFRAIshares US Infrastructure-0.1%-31.77%減碼
22QQQInvesco Qqq Trust Series 1-0.1%-15.76%減碼
23VONGVanguard Russell 1000 Growth-0.1%+9.87%加碼
24FSCOFs Credit Opportunities CORP-0.1%-41.69%減碼
25VTIVanguard Total Stock Mkt ETF-0.1%-5.61%減碼
26EWCIshares Msci Canada ETF-0.2%-22.31%減碼
27EWIIshares Msci Italy ETF-0.2%-22.07%減碼
28VTVVanguard Value ETF-0.2%-16.24%減碼
29MSFTMicrosoft CORP-0.2%-0.42%減碼
30EWGIshares Msci Germany ETF-0.3%-23.86%減碼
31MGKVanguard Mega Cap Growth ETF-0.3%-1.63%減碼
32XLISs Industrial Select Sector-0.4%-24.98%減碼
33XLKSs Technology Select Sector-0.4%-18.39%減碼
34XLCSs Comm Select Sector Spdr-0.5%-20.22%減碼
35VUGVanguard Growth ETF-0.5%-6.60%減碼
36IWRIshares Russell Mid-cap ETF-0.5%-13.61%減碼
37IJRIshares Core S&p Small-cap E-0.8%-24.07%減碼
38SPYMSte Str Spdr Pt S&p 500 ETF-1%-0.25%減碼
39XLESs Energy Select Sector—NEW新建倉
40XLYSs Consumer Disc Select Sect—EXIT清倉
41EWUIshares Msci United Kingdom—EXIT清倉
42EWJIshares Msci Japan ETF—NEW新建倉
43IWFIshares Russell 1000 Growth—EXIT清倉
44COPConocophillips—NEW新建倉
45CVXChevron CORP—NEW新建倉
46SCHDSchwab US Dvd Equity ETF—EXIT清倉
47IVEIshares S&p 500 Value ETF—EXIT清倉
48PABPgim Act Aggrg Bond ETF—EXIT清倉
49SOSouthern Co/the—NEW新建倉
50ORCLOracle CORP—EXIT清倉

FAQ

Strategic Financial Partners, Ltd. 是什麼機構？屬於哪種投資人類型？
Strategic Financial Partners, Ltd. 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$2.3億，分佈在 81 個已申報部位之中。
Strategic Financial Partners, Ltd. 目前前幾大持股有哪些？
根據最新 13F 申報，Strategic Financial Partners, Ltd. 按市值排列的前幾大持股為： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$4526.0萬 (19.6%) 2. Ss Spdr P S&p 500 Value ETF (SPYV) — US$2081.6萬 (9.0%) 3. Ste Str Spdr Pt Dw EU ETF (SPDW) — US$1667.9萬 (7.2%) 4. Vanguard Russell 1000 Growth (VONG) — US$1575.0萬 (6.8%) 5. Ishares Core U.s. Aggregate (AGG) — US$1478.1萬 (6.4%)
Strategic Financial Partners, Ltd. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Strategic Financial Partners, Ltd. 共進行了 49 項顯著調整：新建倉 5 個部位、加碼 15 個既有持股、減碼 22 個部位，並完全清倉 7 個持股。 其中幅度最大的異動：新建倉: Ss Energy Select Sector (XLE); 清倉: Ss Consumer Disc Select Sect (XLY); 清倉: Ishares Msci United Kingdom (EWU); 新建倉: Ishares Msci Japan ETF (EWJ); 清倉: Ishares Russell 1000 Growth (IWF)
Strategic Financial Partners, Ltd. 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，Strategic Financial Partners, Ltd. 的主要板塊分佈如下： • Information Technology: 56.0% • Energy: 10.3% • Communication Services: 8.8% • Financials: 6.5% • Health Care: 5.5% • Industrials: 5.3%