5W

5T Wealth, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$2.5亿

申报季度: 2026-03-31 · 持股只数: 129

5T Wealth, LLC在最新一期 13F 报告中披露了 129 项持股，申报期为 2026-03-31，总持股市值约为 US$2.5亿，季度换手率为 17.3%。

机构性格雪花图

集中度
8.58
持仓稳定性
17.34
动能／逆势
100
行业集中度
63.41
多样化
100
仓位均衡度
86.66

近期动向

  • 减仓 OEF

    -53.2%　-US$316.4万

  • 加仓 GOVT

    +478.1%　US$284.7万

  • 减仓 UBER

    -86.4%　-US$152.1万

  • 减仓 EFV

    -27.4%　-US$134.9万

  • 减仓 BBUS

    -1.0%　-US$96.0万

  • 加仓 SHLD

    +117.6%　US$99.4万

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
1IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他6.58%—-0.05%
2BBUSJpmorgan Betabuilders US EquETF-其他6.02%-0.45%-1.01%
3QUALIshares Msci USA Quality FacETF-其他4.45%-0.23%-0.60%
4JCPBJpmorgan Core Plus Bond ETFETF-其他3.53%+0.32%+11.93%
5IVVIshares Core S&p 500 ETFETF-大型股与成长2.92%—+5.31%
6IVEIshares S&p 500 Value ETFETF-大型股与成长2.58%—-1.27%
7JPSTJpmorgan Ultra-short IncomeETF-其他2.55%+0.11%+5.83%
8CGGRCap Group Growth EquityETF-其他2.50%-0.36%-2.03%
9DYNFIshrs US E F R A Etf-usd INCETF-其他2.46%-0.36%-8.07%
10COROIsh Intl Ctry Rot Act ETFETF-其他2.08%+2.08%NEW
11JMOMJpmorgan US Momentum FactorETF-其他2.05%+0.21%+13.02%
12TLHIshares 10-20 Year TreasuryETF-政府公债1.96%+0.09%+7.10%
13VYMIVanguard Int High Dvd Yld InETF-其他1.78%—-5.59%
14AGGIshares Core U.s. AggregateETF-其他1.76%+0.07%+6.07%
15BBINJPM Betabuilders Intl EqtyETF-其他1.74%—+1.04%
16JAVAJpmorgan Active Value ETFETF-其他1.74%—-0.64%
17IEMGIshares Core Msci EmergingETF-新兴市场1.66%-0.38%-20.71%
18EFVIshares Msci Eafe Value ETFETF-其他1.65%-0.56%-27.43%
19MTUMIshares Msci USA Momentum FaETF-其他1.62%—+7.10%
20AIQGlobal X Art Intel & TechETF-科技型1.55%-0.15%+0.20%
21SCHZSchwab US Aggregate Bond ETFETF-其他1.37%+0.24%+23.60%
22GOVTIshares US Treasury Bond ETFETF-政府公债1.36%+1.12%+478.05%
23MBBIshares Mbs ETFETF-其他1.33%+0.09%+9.26%
24IVWIshares S&p 500 Growth ETFETF-大型股与成长1.30%-0.13%-0.04%
25JMUBJpmorgan Municipal ETFETF-其他1.19%—+3.34%
26JEPIJpmorgan Equity Premium IncoETF-其他1.15%—+4.85%
27JGROJpmorgan Active Growth ETFETF-其他1.13%-0.29%-11.27%
28JEMAJpmorgan Activebuilders EmerETF-其他1.13%—-1.10%
29JIREJpmorgan Int Res Enh EqtyETF-其他1.06%—-1.93%
30CGMSCap Group US Multi-sect BondETF-其他1.04%—+0.80%
31IAUIshares Gold TrustETF-避险与商品1.02%-0.35%-30.45%
32OEFIshares S&p 100 ETFETF-其他0.96%-1.27%-53.17%
33BNDVanguard Total Bond MarketETF-其他0.96%—-6.71%
34BINCIshares Flex I A Etf-usd INCETF-其他0.94%—-3.60%
35AAPLApple INC股票-科技0.91%—+2.65%
36JPINJPM Diversified Ret Intl EqETF-其他0.90%—-7.19%
37GLOFIshares Global Equity FactorETF-其他0.89%—+4.05%
38NVDANvidia CORP股票-科技0.86%—+1.44%
39EMGFIshares Emerging Markets EquETF-新兴市场0.82%—-13.29%
40JGLOJpmorgan Glbl Slct Eq ETFETF-其他0.80%—+0.21%
41JFLIJpmorgan Flexible Income ETFETF-其他0.76%+0.29%+67.50%
42WFCWells Fargo & Co股票-金融0.71%+0.71%NEW
43JPIEJpmorgan Income ETFETF-其他0.68%—-9.27%
44SHLDGlobal X Defense Tech ETFETF-科技型0.68%+0.39%+117.63%
45CGXUCap Group Intl FocusETF-其他0.67%—+2.94%
46GNMAIshares Gnma Bond ETFETF-其他0.65%—+2.71%
47JVALJpmorgan US Value Factor ETFETF-其他0.63%—+4.93%
48CGCPCap Group Core Plus IncomeETF-其他0.61%—+6.77%
49USMVIshares Msci USA Min Vol FacETF-其他0.60%—-4.09%
50EFGIshares Msci Eafe Growth ETFETF-其他0.59%-0.17%-20.25%
1–50 of 129

本季持股变动

5T Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ish Intl Ctry Rot Act ETF (CORO); 新建仓: Wells Fargo & Co (WFC); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 清仓: Schwab (charles) CORP (SCHW); 清仓: Palo Alto Networks INC (PANW).

5T Wealth, LLC 于截至 2026-03-31 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
1GOVTIshares US Treasury Bond ETF+1.1%+478.05%加仓
2SHLDGlobal X Defense Tech ETF+0.4%+117.63%加仓
3JCPBJpmorgan Core Plus Bond ETF+0.3%+11.93%加仓
4JFLIJpmorgan Flexible Income ETF+0.3%+67.50%加仓
5SCHZSchwab US Aggregate Bond ETF+0.2%+23.60%加仓
6JMOMJpmorgan US Momentum Factor+0.2%+13.02%加仓
7VYMVanguard High Dvd Yield ETF+0.2%+38.60%加仓
8CLIPGlobal X 1-3 Month T-bill+0.1%+60.40%加仓
9CGUICap Group Ultra Short Income+0.1%+60.41%加仓
10COWZPacer US Cash Cows 100 ETF+0.1%+43.60%加仓
11JPSTJpmorgan Ultra-short Income+0.1%+5.83%加仓
12JPMBJpmorgan Usd Emerging Market+0.1%+95.49%加仓
13BNDXVanguard Total Intl Bond ETF+0.1%+24.67%加仓
14TLHIshares 10-20 Year Treasury+0.1%+7.10%加仓
15MBBIshares Mbs ETF+0.1%+9.26%加仓
16MUBIshares National Muni Bond E+0.1%+82.65%加仓
17PSXPhillips 66+0.1%-0.22%减仓
18AGGIshares Core U.s. Aggregate+0.1%+6.07%加仓
19TLTXGlobal X T Bnd Enh INC ETF-0.1%-49.01%减仓
20IVWIshares S&p 500 Growth ETF-0.1%-0.04%减仓
21AIQGlobal X Art Intel & Tech-0.2%+0.20%加仓
22EFGIshares Msci Eafe Growth ETF-0.2%-20.25%减仓
23BBHYJpmorgan Betabuilders Usd Hi-0.2%-31.09%减仓
24QUALIshares Msci USA Quality Fac-0.2%-0.60%减仓
25JGROJpmorgan Active Growth ETF-0.3%-11.27%减仓
26EMBIshares Jp Morgan Usd Emergi-0.3%-71.02%减仓
27IAUIshares Gold Trust-0.4%-30.45%减仓
28DYNFIshrs US E F R A Etf-usd INC-0.4%-8.07%减仓
29CGGRCap Group Growth Equity-0.4%-2.03%减仓
30IEMGIshares Core Msci Emerging-0.4%-20.71%减仓
31BBUSJpmorgan Betabuilders US Equ-0.5%-1.01%减仓
32EFVIshares Msci Eafe Value ETF-0.6%-27.43%减仓
33UBERUber Technologies INC-0.6%-86.43%减仓
34OEFIshares S&p 100 ETF-1.3%-53.17%减仓
35COROIsh Intl Ctry Rot Act ETF—NEW新建仓
36WFCWells Fargo & Co—NEW新建仓
37BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建仓
38SCHWSchwab (charles) CORP—EXIT清仓
39PANWPalo Alto Networks INC—EXIT清仓
40SPYSs Spdr S&p 500 ETF Trust-us—NEW新建仓
41TFCTruist Financial CORP—EXIT清仓
42CVXChevron CORP—NEW新建仓
43JMSIJPM Sus Municipal Income—NEW新建仓
44XLCSs Comm Select Sector Spdr—NEW新建仓
45XLKSs Technology Select Sector—NEW新建仓
46JMHIJpmorgan High Yield Municpl—EXIT清仓
47JNJJohnson & Johnson—NEW新建仓
48TERTeradyne INC—NEW新建仓
49BKNGBooking Holdings INC—EXIT清仓
50ARCCAres Capital CORP—EXIT清仓

FAQ

5T Wealth, LLC 是什么机构？属于哪种投资人类型？
5T Wealth, 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.5亿，分布在 129 个已申报仓位之中。
5T Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，5T Wealth, LLC 按市值排列的前几大持股为： 1. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — US$1664.7万 (6.6%) 2. Jpmorgan Betabuilders US Equ (BBUS) — US$1523.4万 (6.0%) 3. Ishares Msci USA Quality Fac (QUAL) — US$1125.6万 (4.5%) 4. Jpmorgan Core Plus Bond ETF (JCPB) — US$893.2万 (3.5%) 5. Ishares Core S&p 500 ETF (IVV) — US$740.1万 (2.9%)
5T Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，5T Wealth, LLC 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 18 个既有持股、减仓 16 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Ish Intl Ctry Rot Act ETF (CORO); 新建仓: Wells Fargo & Co (WFC); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 清仓: Schwab (charles) CORP (SCHW); 清仓: Palo Alto Networks INC (PANW)
5T Wealth, 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，5T Wealth, LLC 的主要板块分布如下： • Information Technology: 37.9% • Financials: 17.1% • Communication Services: 14.1% • Consumer Staples: 7.8% • Consumer Discretionary: 7.1% • Energy: 6.9%