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Foronjy Financial LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$2.4亿

申报季度: 2026-03-31 · 持股只数: 97

FORONJY FINANCIAL LLC在最新一期 13F 报告中披露了 97 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 5.0%。

机构性格雪花图

集中度
14.01
持仓稳定性
5.02
动能／逆势
100
行业集中度
72.22
多样化
100
仓位均衡度
84.44

近期动向

  • 加仓 XLE

    +4.4%　US$81.8万

  • 加仓 XLI

    +4.7%　US$51.5万

  • 减仓 IWY

    +5.4%　-US$39.3万

  • 加仓 XLP

    +5.8%　US$38.2万

  • 加仓 SPYV

    +4.5%　US$41.9万

  • 减仓 VGT

    +6.3%　-US$26.2万

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
1IEIIshares 3-7 Year Treasury BoETF-政府公债6.76%+0.05%+1.84%
2BSCUInvesco Bulletshares 2030 CbETF-其他6.70%+0.04%+2.25%
3VGTVanguard Info Tech ETFETF-科技型6.57%-0.14%+6.28%
4BSCWInvesco Bulletshares 2032 CbETF-其他5.98%+0.05%+2.65%
5SHYGIshares 0-5 Yr Hy CORP BondETF-投资级公司债5.06%+0.06%+2.92%
6GSYInvesco Ultra Short DurationETF-其他4.53%+0.07%+2.36%
7SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长4.43%+0.15%+4.51%
8XLKSs Technology Select SectorETF-科技型3.89%+0.09%+11.33%
9XLFSs Financial Select SectorETF-其他3.59%-0.08%+9.18%
10XLCSs Comm Select Sector SpdrETF-其他3.15%+0.03%+7.57%
11XLVSs Health Care Select SectorETF-其他2.94%+0.04%+7.23%
12IWYIshares Russell Top 200 GrowETF-其他2.93%-0.17%+5.42%
13XLYSs Consumer Disc Select SectETF-其他2.88%-0.08%+7.11%
14IBTJIshares Ibonds Dec 2029 TermETF-其他2.70%+0.05%+2.58%
15IBTLIshares Ibonds Dec 2031 TermETF-其他2.68%+0.04%+2.61%
16XLISs Industrial Select SectorETF-其他2.54%+0.20%+4.73%
17SPGMState Street Spdr PortfolioETF-其他2.34%+0.07%+4.97%
18VUGVanguard Growth ETFETF-其他2.17%-0.12%+6.33%
19SPMDSs Spdr P S&p 400 Midcap ETFETF-其他1.74%+0.07%+1.91%
20XLPSs Consumer Staples Sel SectETF-其他1.53%+0.16%+5.77%
21XLGInvesco S&p 500 Top 50 ETFETF-大型股与成长1.49%-0.07%+4.41%
22FBNDFidelity Total Bond ETFETF-其他1.14%—-0.59%
23XLESs Energy Select SectorETF-其他1.13%+0.34%+4.38%
24PAVEGlobal X US InfrastructureETF-其他0.85%+0.08%+3.94%
25XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.83%+0.09%+5.02%
26SHMSs Spdr N Ice St Muni ETFETF-其他0.80%-0.06%-5.78%
27SUBIshares Short-term NationalETF-其他0.79%-0.06%-7.16%
28VLUSs Spdr S&p 1500 Value TiltETF-其他0.78%+0.05%+5.47%
29EQWLInvesco S&p 100 Equal WeightETF-其他0.76%—+5.32%
30GLDMSpdr Gold Minishares TrustETF-避险与商品0.74%+0.06%+1.15%
31SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.73%-0.07%-3.54%
32TFISs Spdr N Ice Muni Bond ETFETF-其他0.68%-0.05%-5.45%
33CMFIshares California Muni BondETF-其他0.67%—-4.36%
34MUBIshares National Muni Bond EETF-其他0.65%-0.06%-6.91%
35XLRESs Real Estate Select SectorETF-其他0.60%+0.04%+6.47%
36SPGPInvesco S&p 500 Garp ETFETF-大型股与成长0.58%—+5.24%
37QQQInvesco Qqq Trust Series 1ETF-科技型0.57%—+14.11%
38GEGeneral Electric股票-工业0.57%-0.11%-8.77%
39DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.54%—+5.50%
40XLBSs Materials Select SectorETF-其他0.52%+0.07%+4.92%
41AAPLApple INC股票-科技0.45%——
42KIESs Spdr S&p Insurance ETFETF-其他0.36%—+4.84%
43NVDANvidia CORP股票-科技0.35%—-1.00%
44GEVGE Vernova INC股票-工业0.35%—-18.95%
45BUFBInnovator Ladd Allo Buff ETFETF-其他0.33%+0.04%+16.35%
46BAPRInnovator U.s. Equity BufferETF-其他0.30%+0.05%+18.84%
47FLDRFidelity Low Durat Fact ETFETF-其他0.30%—-0.08%
48BJULInnovator U.s. Equity BufferETF-其他0.29%+0.04%+19.74%
49BJANInnovator U.s. Equity BufferETF-其他0.29%—+19.42%
50BOCTInnovator U.s. Equity BufferETF-其他0.29%+0.04%+19.98%
1–50 of 97

本季持股变动

Foronjy Financial LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Salesforce INC (CRM); 清仓: Tesla INC (TSLA); 清仓: Danaher CORP (DHR); 清仓: Automatic Data Processing (ADP).

Foronjy Financial 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
1XLESs Energy Select Sector+0.3%+4.38%加仓
2XLISs Industrial Select Sector+0.2%+4.73%加仓
3XLPSs Consumer Staples Sel Sect+0.2%+5.77%加仓
4SPYVSs Spdr P S&p 500 Value ETF+0.2%+4.51%加仓
5XLKSs Technology Select Sector+0.1%+11.33%加仓
6XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+5.02%加仓
7PAVEGlobal X US Infrastructure+0.1%+3.94%加仓
8GSYInvesco Ultra Short Duration+0.1%+2.36%加仓
9SPGMState Street Spdr Portfolio+0.1%+4.97%加仓
10SPMDSs Spdr P S&p 400 Midcap ETF+0.1%+1.91%加仓
11XLBSs Materials Select Sector+0.1%+4.92%加仓
12SHYGIshares 0-5 Yr Hy CORP Bond+0.1%+2.92%加仓
13GLDMSpdr Gold Minishares Trust+0.1%+1.15%加仓
14IEIIshares 3-7 Year Treasury Bo+0.1%+1.84%加仓
15BSCWInvesco Bulletshares 2032 Cb+0.1%+2.65%加仓
16QFLRInnovator Nasdaq-100 Mf ETF+0.1%+37.95%加仓
17IBTJIshares Ibonds Dec 2029 Term+0.1%+2.58%加仓
18VLUSs Spdr S&p 1500 Value Tilt+0.1%+5.47%加仓
19BAPRInnovator U.s. Equity Buffer+0.1%+18.84%加仓
20BSCUInvesco Bulletshares 2030 Cb0%+2.25%加仓
21IBTLIshares Ibonds Dec 2031 Term0%+2.61%加仓
22XLVSs Health Care Select Sector0%+7.23%加仓
23XLRESs Real Estate Select Sector0%+6.47%加仓
24BJULInnovator U.s. Equity Buffer0%+19.74%加仓
25BUFBInnovator Ladd Allo Buff ETF0%+16.35%加仓
26BOCTInnovator U.s. Equity Buffer0%+19.98%加仓
27XLCSs Comm Select Sector Spdr0%+7.57%加仓
28ORCLOracle CORP-0.1%+0.43%加仓
29TFISs Spdr N Ice Muni Bond ETF-0.1%-5.45%减仓
30SUBIshares Short-term National-0.1%-7.16%减仓
31MUBIshares National Muni Bond E-0.1%-6.91%减仓
32SHMSs Spdr N Ice St Muni ETF-0.1%-5.78%减仓
33SPYMSte Str Spdr Pt S&p 500 ETF-0.1%-3.54%减仓
34XLGInvesco S&p 500 Top 50 ETF-0.1%+4.41%加仓
35XLYSs Consumer Disc Select Sect-0.1%+7.11%加仓
36XLFSs Financial Select Sector-0.1%+9.18%加仓
37MSFTMicrosoft CORP-0.1%-1.98%减仓
38GEGeneral Electric-0.1%-8.77%减仓
39VUGVanguard Growth ETF-0.1%+6.33%加仓
40VGTVanguard Info Tech ETF-0.1%+6.28%加仓
41IWYIshares Russell Top 200 Grow-0.2%+5.42%加仓
42SPYSs Spdr S&p 500 ETF Trust-us—EXIT清仓
43CRMSalesforce INC—EXIT清仓
44TSLATesla INC—EXIT清仓
45DHRDanaher CORP—EXIT清仓
46ADPAutomatic Data Processing—EXIT清仓
47SNPSSynopsys INC—EXIT清仓
48CDNSCadence Design Sys INC—EXIT清仓
49INTUIntuit INC—EXIT清仓
50XNCMXNuveen Ca Amt-fr Muni INC—NEW新建仓

FAQ

Foronjy Financial LLC 是什么机构？属于哪种投资人类型？
Foronjy Financial 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$2.4亿，分布在 97 个已申报仓位之中。
Foronjy Financial LLC 目前前几大持股有哪些？
根据最新 13F 申报，Foronjy Financial LLC 按市值排列的前几大持股为： 1. Ishares 3-7 Year Treasury Bo (IEI) — US$1626.7万 (6.8%) 2. Invesco Bulletshares 2030 Cb (BSCU) — US$1611.3万 (6.7%) 3. Vanguard Info Tech ETF (VGT) — US$1580.7万 (6.6%) 4. Invesco Bulletshares 2032 Cb (BSCW) — US$1438.8万 (6.0%) 5. Ishares 0-5 Yr Hy CORP Bond (SHYG) — US$1217.0万 (5.1%)
Foronjy Financial LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Foronjy Financial LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 34 个既有持股、减仓 7 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Salesforce INC (CRM); 清仓: Tesla INC (TSLA); 清仓: Danaher CORP (DHR); 清仓: Automatic Data Processing (ADP)
Foronjy Financial 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，Foronjy Financial LLC 的主要板块分布如下： • Information Technology: 36.3% • Industrials: 27.4% • Communication Services: 12.6% • Health Care: 12.3% • Consumer Discretionary: 3.4% • Utilities: 3.1%