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Carrera Capital Advisors

分散型投資策略趨勢追蹤型

申報總市值

US$6.5億

申報季度: 2026-03-31 · 持股檔數: 188

Carrera Capital Advisors在最新一期 13F 報告中揭露了 188 項持股，申報期為 2026-03-31，總持股市值約為 US$6.5億，季度換手率為 37.2%。

機構性格雪花圖

集中度
24.8
持倉穩定性
37.15
動能／逆勢
100
產業集中度
43.63
多樣化
100
倉位均衡度
67.27

近期動向

  • 加碼 BTAL

    +252.0%　US$1701.8萬

  • 減碼 SLV

    -65.3%　-US$1300.3萬

  • 減碼 NOBL

    -32.8%　-US$1095.9萬

  • 減碼 JAAA

    -52.2%　-US$1045.7萬

  • 減碼 VZ

    -94.6%　-US$685.8萬

  • 加碼 NEE

    +2858.2%　US$746.6萬

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
1XHLFBondbloxx Bbg 6 Mth US TreasETF-其他21.90%+0.80%+13.47%
2BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債4.77%-0.07%+7.43%
3FTGCFirst Trust Global TacticalETF-其他4.70%+0.52%-0.77%
4BTALAgf US Market Neutral Anti-bETF-其他3.75%+2.52%+252.00%
5NOBLProshares S&p 500 Dividend AETF-大型股與成長3.66%-2.18%-32.83%
6LMBSFirst Trust Low Duration OppETF-其他2.72%+1.13%+86.76%
7VEAVanguard Ftse Developed ETFETF-其他2.66%-0.05%+4.37%
8TLTIshares 20+ Year Treasury BdETF-政府公債2.62%+0.14%+15.91%
9ILFIshares Latin America 40 ETFETF-其他2.36%+0.23%+4.73%
10USMVIshares Msci USA Min Vol FacETF-其他1.98%-0.62%-15.80%
11KRESs Spdr S&p Regional BankETF-其他1.95%+1.95%NEW
12PCMMBblx Private Credit Clo ETFETF-其他1.79%-1.06%-30.27%
13BSCTInvesco Bulletshares 2029 CbETF-其他1.72%—+9.56%
14JAAAJanus Henderson Aaa Clo ETFETF-其他1.47%-1.90%-52.22%
15EWMIshares Msci Malaysia ETFETF-其他1.40%—+5.18%
16FXIIshares China Large-cap ETFETF-新興市場1.35%—+8.28%
17AVEMAvantis Emerging Markets EqETF-新興市場1.32%+0.03%+7.39%
18NEENextera Energy INC股票-公用事業1.18%+1.14%+2858.16%
19SLVIshares Silver TrustETF-避險與商品1.16%-2.30%-65.26%
20VTRVentas INC股票-房地產1.01%—+3.04%
21GDXJVaneck Junior Gold MinersETF-避險與商品0.98%-0.76%-41.74%
22JPMJpmorgan Chase & Co股票-金融0.95%—+4.63%
23IEFAIshares Core Msci Eafe ETFETF-其他0.91%—-0.65%
24XOPSs Spdr S&p Og Exp & ProdETF-其他0.89%+0.50%+72.38%
25COPConocophillips股票-能源0.88%+0.88%NEW
26MTArcelormittal-ny Registered股票-其他0.86%+0.07%+4.98%
27JNJJohnson & Johnson股票-醫療保健0.74%-0.25%-30.64%
28CVXChevron CORP股票-能源0.72%+0.59%+353.38%
29BWABorgwarner INC股票-循環性消費0.72%+0.72%NEW
30NMRNomura Holdings Inc-spon Adr股票-其他0.70%-0.34%-22.08%
31CPACopa Holdings, S.A.股票-其他0.66%—+6.70%
32BILSSs Spdrb B 3-12m T-bill ETFETF-其他0.64%—-1.92%
33AAPLApple INC股票-科技0.59%—+3.43%
34EQNREquinor Asa-spon Adr股票-能源0.59%+0.59%NEW
35VOVanguard Mid-cap ETFETF-其他0.54%—+0.36%
36ITOTIshares Core S&p Total U.s.ETF-其他0.54%—-7.14%
37CQQQInvesco China Technology ETFETF-科技型0.53%+0.53%NEW
38PTENPatterson-uti Energy INC股票-能源0.50%+0.50%NEW
39VIVTelefonica Brasil-adr股票-其他0.49%—-39.12%
40TAKTakeda Pharmaceutic-sp Adr股票-醫療保健0.47%—+2.97%
41FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他0.47%—+2.07%
42EPHEIshares Msci Philippines ETFETF-其他0.47%—+16.21%
43BSACBanco Santander-chile-adr股票-其他0.46%—+2.45%
44BKRBaker Hughes Co股票-能源0.45%—+2.16%
45TGBTaseko Mines LTD股票-其他0.45%—-25.25%
46OVVOvintiv INC股票-能源0.44%+0.15%+11.64%
47COMTIshares Gsci Commodity DynamETF-避險與商品0.43%+0.11%+8.10%
48MSFTMicrosoft CORP股票-科技0.41%—+5.13%
49IVVIshares Core S&p 500 ETFETF-大型股與成長0.41%—+3.50%
50PORPortland General Electric Co股票-公用事業0.40%+0.40%NEW
1–50 of 188

本季持股變動

Carrera Capital Advisors 在 2026-03-31 最顯著的持倉異動： 新建倉: Ss Spdr S&p Regional Bank (KRE); 新建倉: Conocophillips (COP); 清倉: Imgp Dbi Managed Futures Str (DBMF); 清倉: Telefonica Sa-spon Adr (TELFY); 新建倉: Borgwarner INC (BWA).

Carrera Capital Advisors 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
1BTALAgf US Market Neutral Anti-b+2.5%+252.00%加碼
2NEENextera Energy INC+1.1%+2858.16%加碼
3LMBSFirst Trust Low Duration Opp+1.1%+86.76%加碼
4XHLFBondbloxx Bbg 6 Mth US Treas+0.8%+13.47%加碼
5CVXChevron CORP+0.6%+353.38%加碼
6FTGCFirst Trust Global Tactical+0.5%-0.77%減碼
7XOPSs Spdr S&p Og Exp & Prod+0.5%+72.38%加碼
8ILFIshares Latin America 40 ETF+0.2%+4.73%加碼
9XOMExxon Mobil CORP+0.2%+57.00%加碼
10OVVOvintiv INC+0.2%+11.64%加碼
11ETEnergy Transfer LP+0.2%+116.89%加碼
12TLTIshares 20+ Year Treasury Bd+0.1%+15.91%加碼
13COMTIshares Gsci Commodity Dynam+0.1%+8.10%加碼
14MTArcelormittal-ny Registered+0.1%+4.98%加碼
15AVEMAvantis Emerging Markets Eq0%+7.39%加碼
16VEAVanguard Ftse Developed ETF-0.1%+4.37%加碼
17BILSs Spdr Bb 1-3m T-bill ETF-0.1%+7.43%加碼
18JNJJohnson & Johnson-0.3%-30.64%減碼
19OXYOccidental Petroleum CORP-0.3%-91.93%減碼
20RNWReNew Energy Global Plc-0.3%-94.69%減碼
21NMRNomura Holdings Inc-spon Adr-0.3%-22.08%減碼
22AMGAffiliated Managers Group-0.5%-47.82%減碼
23SYYSysco CORP-0.5%-88.80%減碼
24USMVIshares Msci USA Min Vol Fac-0.6%-15.80%減碼
25GDXJVaneck Junior Gold Miners-0.8%-41.74%減碼
26PCMMBblx Private Credit Clo ETF-1.1%-30.27%減碼
27VZVerizon Communications INC-1.2%-94.58%減碼
28JAAAJanus Henderson Aaa Clo ETF-1.9%-52.22%減碼
29NOBLProshares S&p 500 Dividend A-2.2%-32.83%減碼
30SLVIshares Silver Trust-2.3%-65.26%減碼
31KRESs Spdr S&p Regional Bank—NEW新建倉
32COPConocophillips—NEW新建倉
33DBMFImgp Dbi Managed Futures Str—EXIT清倉
34TELFYTelefonica Sa-spon Adr—EXIT清倉
35BWABorgwarner INC—NEW新建倉
36EQNREquinor Asa-spon Adr—NEW新建倉
37CQQQInvesco China Technology ETF—NEW新建倉
38PTENPatterson-uti Energy INC—NEW新建倉
39PORPortland General Electric Co—NEW新建倉
40RESRpc INC—NEW新建倉
41DRHDiamondrock Hospitality Co—NEW新建倉
42ECEcopetrol Sa-sponsored Adr—NEW新建倉
43TKCTurkcell Iletisim Hizmet-adr—NEW新建倉
44JKSJinkosolar Holding Co-adr—NEW新建倉
45LYFTLyft Inc-a—EXIT清倉
46RIVNRivian Automotive Inc-a—NEW新建倉
47LUVSouthwest Airlines Co—NEW新建倉
48MUNIPimco Intermediate Municipal—NEW新建倉
49ARDXArdelyx INC—NEW新建倉
50ABUSArbutus Biopharma CORP—NEW新建倉

FAQ

Carrera Capital Advisors 是什麼機構？屬於哪種投資人類型？
Carrera Capital Advisors 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$6.5億，分佈在 188 個已申報部位之中。
Carrera Capital Advisors 目前前幾大持股有哪些？
根據最新 13F 申報，Carrera Capital Advisors 按市值排列的前幾大持股為： 1. Bondbloxx Bbg 6 Mth US Treas (XHLF) — US$1.4億 (21.9%) 2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$3098.2萬 (4.8%) 3. First Trust Global Tactical (FTGC) — US$3051.8萬 (4.7%) 4. Agf US Market Neutral Anti-b (BTAL) — US$2431.6萬 (3.8%) 5. Proshares S&p 500 Dividend A (NOBL) — US$2375.2萬 (3.7%)
Carrera Capital Advisors 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Carrera Capital Advisors 共進行了 50 項顯著調整：新建倉 17 個部位、加碼 16 個既有持股、減碼 14 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Ss Spdr S&p Regional Bank (KRE); 新建倉: Conocophillips (COP); 清倉: Imgp Dbi Managed Futures Str (DBMF); 清倉: Telefonica Sa-spon Adr (TELFY); 新建倉: Borgwarner INC (BWA)
Carrera Capital Advisors 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，Carrera Capital Advisors 的主要板塊分佈如下： • Energy: 27.2% • Financials: 13.7% • Health Care: 11.7% • Utilities: 11.7% • Consumer Discretionary: 9.3% • Information Technology: 9.2%