WM
Wealth Management Nebraska
分散型投资策略趋势追踪型长期持有型
申报总市值
US$9.9亿
申报季度: 2026-03-31 · 持股只数: 100
Wealth Management Nebraska在最新一期 13F 报告中披露了 100 项持股，申报期为 2026-03-31，总持股市值约为 US$9.9亿，季度换手率为 14.8%。
机构性格雪花图
- 集中度
- 33.96
- 持仓稳定性
- 14.8
- 动能／逆势
- 100
- 行业集中度
- 54.93
- 多样化
- 100
- 仓位均衡度
- 72.49
近期动向
减仓 SPIB
+8.2% US$1332.9万
减仓 DFUS
+6.9% US$127.3万
减仓 VT
-31.2% -US$402.6万
加仓 AVSC
+7.8% US$1732.8万
减仓 DFUV
-0.3% US$122.7万
加仓 DFAW
+19.1% US$939.4万
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 |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 19.85% | -1.03% | +8.16% | |
| 2 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 12.19% | +0.41% | +7.84% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 7.66% | +0.16% | +8.28% | |
| 4 | DFIV | Dimensional International Va | ETF-其他 | 7.10% | -0.16% | +4.36% | |
| 5 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 6.01% | +0.30% | +19.13% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 6.00% | -0.63% | +6.89% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 5.72% | -0.22% | +2.24% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 5.41% | -0.20% | +6.54% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.22% | +4.22% | NEW | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 3.69% | — | +0.08% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 3.47% | -0.31% | -0.29% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 2.32% | -0.11% | +3.72% | |
| 13 | DFIS | Dimensional International Sm | ETF-其他 | 1.81% | -0.03% | +8.59% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.78% | -0.25% | -0.51% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 1.67% | -0.03% | +10.22% | |
| 16 | DFAT | Dimensional US Target Value | ETF-其他 | 1.36% | -0.11% | -0.56% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.07% | -0.28% | -9.01% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.84% | -0.57% | -31.23% | |
| 19 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.55% | — | -2.44% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.08% | +0.60% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.41% | -0.07% | +0.40% | |
| 22 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.41% | +0.01% | +14.29% | |
| 23 | PM | Philip Morris International | 股票-非周期性消费 | 0.35% | — | — | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.26% | — | -0.44% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.25% | -0.06% | -1.81% | |
| 26 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.24% | +0.24% | NEW | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.24% | -0.07% | -7.76% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.21% | -0.05% | -1.59% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.20% | -0.10% | -1.08% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.19% | — | -0.65% | |
| 31 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-其他 | 0.17% | — | +15.90% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.16% | — | +3.94% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.15% | — | +1.16% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.15% | +0.02% | +17.03% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.14% | — | +1.85% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.14% | -0.03% | -7.23% | |
| 37 | TXN | Texas Instruments INC | 股票-科技 | 0.13% | — | -2.22% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.12% | — | -11.11% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.11% | — | -4.96% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.11% | +0.04% | +67.39% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.10% | — | +7.06% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.09% | — | +6.71% | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.09% | — | -2.11% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.09% | — | -2.66% | |
| 45 | AXON | Axon Enterprise INC | 股票-工业 | 0.08% | -0.05% | — | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.08% | +0.08% | NEW | |
| 47 | CAT | Caterpillar INC | 股票-工业 | 0.07% | — | +3.08% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.07% | — | +7.91% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.07% | +0.07% | NEW | |
| 50 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.07% | — | -0.81% |
1–50 of 100
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Wealth Management Nebraska 在 2026-03-31 最显著的持仓异动： 新建仓: Ste Str Spdr Pt S&p 500 ETF (SPYM); 新建仓: Ss Spdr P St Term Tsy ETF (SPTS); 清仓: Spdr Gold Minishares Trust (GLDM); 新建仓: Mondelez International Inc-a (MDLZ); 新建仓: Vanguard Small-cap Value ETF (VBR).
FAQ
Wealth Management Nebraska 是什么机构？属于哪种投资人类型？
Wealth Management Nebraska 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$9.9亿，分布在 100 个已申报仓位之中。
Wealth Management Nebraska 目前前几大持股有哪些？
根据最新 13F 申报，Wealth Management Nebraska 按市值排列的前几大持股为：
1. Ss Spdr P Int C CORP ETF (SPIB) — US$2.0亿 (19.9%)
2. Avantis US Small Cap Equity (AVSC) — US$1.2亿 (12.2%)
3. Avantis US Large Cap Value (AVLV) — US$7558.9万 (7.7%)
4. Dimensional International Va (DFIV) — US$7009.8万 (7.1%)
5. Dimensional World Eqty ETF (DFAW) — US$5934.5万 (6.0%)
Wealth Management Nebraska 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wealth Management Nebraska 共进行了 49 项显著调整：新建仓 12 个仓位、加仓 20 个既有持股、减仓 13 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Ste Str Spdr Pt S&p 500 ETF (SPYM); 新建仓: Ss Spdr P St Term Tsy ETF (SPTS); 清仓: Spdr Gold Minishares Trust (GLDM); 新建仓: Mondelez International Inc-a (MDLZ); 新建仓: Vanguard Small-cap Value ETF (VBR)
Wealth Management Nebraska 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，Wealth Management Nebraska 的主要板块分布如下：
• Information Technology: 27.9%
• Financials: 21.4%
• Consumer Staples: 20.2%
• Industrials: 9.3%
• Communication Services: 6.0%
• Consumer Discretionary: 5.6%