SA

Sylvest Advisors, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$1.9亿

申报季度: 2026-03-31 · 持股只数: 70

Sylvest Advisors, LLC在最新一期 13F 报告中披露了 70 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 12.2%。

机构性格雪花图

集中度
27.16
持仓稳定性
12.19
动能／逆势
100
行业集中度
92.8
多样化
100
仓位均衡度
80.49

近期动向

  • 减仓 MSFT

    +8.4%　-US$151.5万

  • 加仓 IWD

    +4.1%　US$141.2万

  • 减仓 IWF

    +4.4%　-US$117.3万

  • 减仓 AVEM

    -14.4%　-US$77.1万

  • 加仓 AVUV

    +7.8%　US$75.3万

  • 加仓 SCHF

    +0.5%　US$70.9万

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
1IWDIshares Russell 1000 Value EETF-其他13.89%+0.71%+4.07%
2SCHFSchwab Intl Equity ETFETF-其他11.37%+0.34%+0.46%
3IWFIshares Russell 1000 GrowthETF-其他9.80%-0.66%+4.36%
4VOVanguard Mid-cap ETFETF-其他8.74%—+1.24%
5COWZPacer US Cash Cows 100 ETFETF-其他7.34%+0.31%+0.77%
6IJRIshares Core S&p Small-cap EETF-中小型股6.28%+0.27%+1.25%
7COWGPacer US Lrg Cap Cows Gr LdETF-其他5.59%-0.12%+2.46%
8MSFTMicrosoft CORP股票-科技3.92%-0.82%+8.38%
9AVEMAvantis Emerging Markets EqETF-新兴市场3.53%-0.43%-14.35%
10AVUVAvantis US Small Cap ValueETF-中小型股2.78%+0.39%+7.82%
11AAPLApple INC股票-科技2.44%-0.16%+0.81%
12VTIVanguard Total Stock Mkt ETFETF-其他2.28%-0.05%+2.91%
13EZMWisdomtree US Midcap FundETF-其他2.03%+0.28%+16.04%
14FNYFirst Trust Mid Cap GrowthETF-其他0.90%—+1.33%
15VNQVanguard Real Estate ETFETF-其他0.81%+0.81%NEW
16JNJJohnson & Johnson股票-医疗保健0.76%+0.10%-1.70%
17MRKMerck & Co. INC.股票-医疗保健0.75%+0.09%-0.47%
18ITOTIshares Core S&p Total U.s.ETF-其他0.60%—-1.26%
19AMGNAmgen INC股票-医疗保健0.59%+0.04%+0.74%
20FRPTFreshpet, Inc.股票-非周期性消费0.56%+0.06%-1.22%
21HSYHershey Co/the股票-非周期性消费0.56%+0.08%+1.12%
22BRK-BBerkshire Hathaway Inc-cl B股票-其他0.51%——
23NTAPNetapp INC股票-科技0.51%—+6.75%
24GOOGLAlphabet Inc-cl A股票-通信服务0.48%-0.04%+0.13%
25ZTSZoetis INC股票-医疗保健0.45%+0.05%+20.03%
26BMYBristol-myers Squibb Co股票-医疗保健0.44%+0.44%NEW
27FYCFirst Trust Small Cap GrowthETF-中小型股0.44%—+1.25%
28TTCToro Co股票-工业0.43%+0.08%+3.90%
29PPGPpg Industries INC股票-原材料0.43%+0.04%+5.88%
30GOOGAlphabet Inc-cl C股票-通信服务0.42%-0.04%-0.36%
31DCIDonaldson Co INC股票-工业0.41%—-0.49%
32TSLATesla INC股票-周期性消费0.37%-0.06%+6.04%
33MOAltria Group INC股票-非周期性消费0.37%+0.04%-1.44%
34TROWT Rowe Price Group INC股票-金融0.37%+0.37%NEW
35QCOMQualcomm INC股票-科技0.37%+0.37%NEW
36CSLCarlisle Cos INC股票-工业0.36%—+0.30%
37GGenpact Limited股票-科技0.35%-0.10%-0.70%
38ACNAccenture plc股票-科技0.34%+0.34%NEW
39MRSHMarsh & Mclennan Cos股票-金融0.34%—+5.14%
40USBUS Bancorp股票-金融0.34%—-0.43%
41ORCLOracle CORP股票-科技0.34%-0.11%—
42WMTWalmart INC股票-非周期性消费0.33%+0.03%—
43SSNCSs&c Technologies Holdings股票-科技0.31%-0.04%+13.62%
44TNCTennant Co股票-其他0.30%—+20.48%
45MOSMosaic Co/the股票-原材料0.30%+0.05%+14.60%
46CVXChevron CORP股票-能源0.30%+0.07%-4.25%
47DPZDomino's Pizza INC股票-周期性消费0.30%—+7.30%
48PKGPackaging CORP Of America股票-周期性消费0.29%—+0.08%
49DOXAmdocs Limited股票-科技0.28%—+35.81%
50PRFInvesco Rafi US 1000 ETFETF-其他0.28%+0.28%NEW
1–50 of 70

本季持股变动

Sylvest Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Real Estate ETF (VNQ); 清仓: Cummins INC (CMI); 清仓: Abbvie INC (ABBV); 清仓: Royal Gold INC (RGLD); 新建仓: Bristol-myers Squibb Co (BMY).

Sylvest Advisors, 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
1IWDIshares Russell 1000 Value E+0.7%+4.07%加仓
2AVUVAvantis US Small Cap Value+0.4%+7.82%加仓
3SCHFSchwab Intl Equity ETF+0.3%+0.46%加仓
4COWZPacer US Cash Cows 100 ETF+0.3%+0.77%加仓
5EZMWisdomtree US Midcap Fund+0.3%+16.04%加仓
6IJRIshares Core S&p Small-cap E+0.3%+1.25%加仓
7JNJJohnson & Johnson+0.1%-1.70%减仓
8MRKMerck & Co. INC.+0.1%-0.47%减仓
9TTCToro Co+0.1%+3.90%加仓
10HSYHershey Co/the+0.1%+1.12%加仓
11CVXChevron CORP+0.1%-4.25%减仓
12FRPTFreshpet, Inc.+0.1%-1.22%减仓
13MOSMosaic Co/the+0.1%+14.60%加仓
14ZTSZoetis INC+0.1%+20.03%加仓
15AMGNAmgen INC0%+0.74%加仓
16MOAltria Group INC0%-1.44%减仓
17PPGPpg Industries INC0%+5.88%加仓
18WMTWalmart INC0%—不变
19RYRoyal Bank Of Canada0%-20.96%减仓
20SSNCSs&c Technologies Holdings0%+13.62%加仓
21GOOGLAlphabet Inc-cl A0%+0.13%加仓
22GOOGAlphabet Inc-cl C0%-0.36%减仓
23VTIVanguard Total Stock Mkt ETF-0.1%+2.91%加仓
24VVisa Inc-class A Shares-0.1%-14.00%减仓
25ISRGIntuitive Surgical INC-0.1%—不变
26XOMExxon Mobil CORP-0.1%-41.26%减仓
27TSLATesla INC-0.1%+6.04%加仓
28JEFJefferies Financial Group In-0.1%+12.81%加仓
29GGenpact Limited-0.1%-0.70%减仓
30ORCLOracle CORP-0.1%—不变
31COWGPacer US Lrg Cap Cows Gr Ld-0.1%+2.46%加仓
32AAPLApple INC-0.2%+0.81%加仓
33AVEMAvantis Emerging Markets Eq-0.4%-14.35%减仓
34IWFIshares Russell 1000 Growth-0.7%+4.36%加仓
35MSFTMicrosoft CORP-0.8%+8.38%加仓
36VNQVanguard Real Estate ETF—NEW新建仓
37CMICummins INC—EXIT清仓
38ABBVAbbvie INC—EXIT清仓
39RGLDRoyal Gold INC—EXIT清仓
40BMYBristol-myers Squibb Co—NEW新建仓
41TROWT Rowe Price Group INC—NEW新建仓
42QCOMQualcomm INC—NEW新建仓
43ACNAccenture plc—NEW新建仓
44JHGJanus Henderson Group plc—EXIT清仓
45RSPGInvesco S&p 500 Equal Weight—EXIT清仓
46PRFInvesco Rafi US 1000 ETF—NEW新建仓
47CAGConagra Brands INC—EXIT清仓
48AVUSAvantis U.s. Equity ETF—NEW新建仓
49SSUSDay Hagan Smart Sector ETF—EXIT清仓
50RSPInvesco S&p 500 Equal Weight—NEW新建仓

FAQ

Sylvest Advisors, LLC 是什么机构？属于哪种投资人类型？
Sylvest Advisors, 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$1.9亿，分布在 70 个已申报仓位之中。
Sylvest Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sylvest Advisors, LLC 按市值排列的前几大持股为： 1. Ishares Russell 1000 Value E (IWD) — US$2611.6万 (13.9%) 2. Schwab Intl Equity ETF (SCHF) — US$2138.5万 (11.4%) 3. Ishares Russell 1000 Growth (IWF) — US$1843.0万 (9.8%) 4. Vanguard Mid-cap ETF (VO) — US$1643.9万 (8.7%) 5. Pacer US Cash Cows 100 ETF (COWZ) — US$1381.1万 (7.3%)
Sylvest Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sylvest Advisors, LLC 共进行了 47 项显著调整：新建仓 8 个仓位、加仓 21 个既有持股、减仓 11 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Vanguard Real Estate ETF (VNQ); 清仓: Cummins INC (CMI); 清仓: Abbvie INC (ABBV); 清仓: Royal Gold INC (RGLD); 新建仓: Bristol-myers Squibb Co (BMY)
Sylvest Advisors, 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，Sylvest Advisors, LLC 的主要板块分布如下： • Information Technology: 50.5% • Health Care: 19.3% • Communication Services: 7.6% • Consumer Discretionary: 6.9% • Financials: 5.6% • Energy: 4.0%