SW

Stark Wealth Management LLC

趨勢追蹤型產業集中型分散型投資策略

申報總市值

US$2662.7萬

申報季度: 2025-12-31 · 持股檔數: 41

Stark Wealth Management LLC在最新一期 13F 報告中揭露了 41 項持股，申報期為 2025-12-31，總持股市值約為 US$2662.7萬，季度換手率為 26.5%。

機構性格雪花圖

集中度
18.27
持倉穩定性
26.53
動能／逆勢
100
產業集中度
92.1
多樣化
82
倉位均衡度
90.54

近期動向

  • 減碼 VUG

    -13.3%　-US$15.4萬

  • 加碼 SEIE

    +30.4%　US$60.0萬

  • 加碼 SEIV

    +25.2%　US$62.3萬

  • 減碼 PLTR

    -1.2%　-US$3.0萬

  • 減碼 TSLA

    -12.0%　-US$6.7萬

  • 減碼 AAPL

    0.0%　US$6.8萬

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
1SEIMSei Qim US Large Cap MomentuETF-大型股與成長10.27%+0.17%+21.94%
2SEIVSei Qim US Large Cap Value AETF-大型股與成長9.31%+0.81%+25.15%
3SEIESei Select Intl EquityETF-其他8.01%+0.99%+30.43%
4SEIQSei Qim US Large Cap QualityETF-大型股與成長5.91%-0.01%+20.94%
5VUGVanguard Growth ETFETF-其他4.33%-1.65%-13.29%
6AAPLApple INC股票-科技4.03%-0.57%—
7JMSTJPM Ultra-short Muni IncomeETF-其他3.73%+3.73%NEW
8SEEMSei Select Em Mrkt EqETF-其他3.64%+0.03%+19.29%
9SEISSei Select Small Cap ETFETF-中小型股3.59%+0.18%+28.32%
10GOOGAlphabet Inc-cl C股票-通訊服務3.51%+0.20%+0.37%
11JPSTJpmorgan Ultra-short IncomeETF-其他3.42%+3.42%NEW
12SCHGSchwab US Large-cap GrowthETF-其他3.36%-0.47%+4.67%
13PLTRPalantir Technologies Inc-a股票-科技2.93%-0.78%-1.19%
14SCHVSchwab US Large-cap ValueETF-其他2.39%-0.44%+1.22%
15BABoeing Co/the股票-工業2.06%-0.43%—
16TSLATesla INC股票-循環性消費2.02%-0.75%-11.99%
17NVDANvidia CORP股票-科技1.89%-0.35%+2.67%
18MINTPimco Enhanced Short MaturitETF-其他1.78%-0.41%-0.67%
19AMZNAmazon.com INC股票-循環性消費1.49%-0.22%+1.47%
20MGKVanguard Mega Cap Growth ETFETF-其他1.41%-0.27%—
21TAt&t INC股票-通訊服務1.36%-0.55%-1.20%
22PTNQPacer Trendpilot 100 ETFETF-其他1.28%-0.26%—
23MSFTMicrosoft CORP股票-科技1.27%-0.38%—
24CRDOCredo Technology Group Holding Ltd股票-科技1.25%-0.18%+8.00%
25FOXAFox CORP - Class A股票-通訊服務1.23%-0.06%—
26METAMeta Platforms Inc-class A股票-通訊服務1.18%-0.39%+2.14%
27VOTETcw Transform 500 ETFETF-其他1.05%-0.20%—
28SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.03%+1.03%NEW
29DRLLStrive US Energy ETFETF-其他0.99%+0.02%+26.07%
30QUALIshares Msci USA Quality FacETF-其他0.99%-0.19%+0.30%
31VTVVanguard Value ETFETF-其他0.99%-0.19%—
32COWZPacer US Cash Cows 100 ETFETF-其他0.92%-0.22%-5.59%
33QDEFFlexshares Quality DividendETF-其他0.90%-0.19%—
34VIGVanguard Dividend Apprec ETFETF-其他0.90%-0.17%+0.46%
35IVVIshares Core S&p 500 ETFETF-大型股與成長0.87%+0.87%NEW
36JNJJohnson & Johnson股票-醫療保健0.82%-0.15%-8.30%
37IOOIshares Global 100 ETFETF-其他0.79%-0.14%-1.83%
38XMMOInvesco S&p Midcap MomentumETF-其他0.79%-0.19%-4.42%
39QQQInvesco Qqq Trust Series 1ETF-科技型0.78%-0.16%-1.47%
40ARKKArk Innovation ETFETF-其他0.76%-0.34%-4.76%
41ITOTIshares Core S&p Total U.s.ETF-其他0.76%+0.76%NEW

本季持股變動

Stark Wealth Management LLC 在 2025-12-31 最顯著的持倉異動： 新建倉: JPM Ultra-short Muni Income (JMST); 新建倉: Jpmorgan Ultra-short Income (JPST); 新建倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建倉: Ishares Core S&p 500 ETF (IVV); 清倉: Oracle CORP (ORCL).

Stark Wealth Management LLC 於截至 2025-12-31 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
1SEIESei Select Intl Equity+1%+30.43%加碼
2SEIVSei Qim US Large Cap Value A+0.8%+25.15%加碼
3GOOGAlphabet Inc-cl C+0.2%+0.37%加碼
4SEISSei Select Small Cap ETF+0.2%+28.32%加碼
5SEIMSei Qim US Large Cap Momentu+0.2%+21.94%加碼
6SEEMSei Select Em Mrkt Eq0%+19.29%加碼
7DRLLStrive US Energy ETF0%+26.07%加碼
8SEIQSei Qim US Large Cap Quality0%+20.94%加碼
9FOXAFox CORP - Class A-0.1%—不變
10IOOIshares Global 100 ETF-0.1%-1.83%減碼
11JNJJohnson & Johnson-0.2%-8.30%減碼
12QQQInvesco Qqq Trust Series 1-0.2%-1.47%減碼
13VIGVanguard Dividend Apprec ETF-0.2%+0.46%加碼
14CRDOCredo Technology Group Holding Ltd-0.2%+8.00%加碼
15QUALIshares Msci USA Quality Fac-0.2%+0.30%加碼
16VTVVanguard Value ETF-0.2%—不變
17XMMOInvesco S&p Midcap Momentum-0.2%-4.42%減碼
18QDEFFlexshares Quality Dividend-0.2%—不變
19VOTETcw Transform 500 ETF-0.2%—不變
20AMZNAmazon.com INC-0.2%+1.47%加碼
21COWZPacer US Cash Cows 100 ETF-0.2%-5.59%減碼
22PTNQPacer Trendpilot 100 ETF-0.3%—不變
23MGKVanguard Mega Cap Growth ETF-0.3%—不變
24ARKKArk Innovation ETF-0.3%-4.76%減碼
25NVDANvidia CORP-0.4%+2.67%加碼
26MSFTMicrosoft CORP-0.4%—不變
27METAMeta Platforms Inc-class A-0.4%+2.14%加碼
28MINTPimco Enhanced Short Maturit-0.4%-0.67%減碼
29BABoeing Co/the-0.4%—不變
30SCHVSchwab US Large-cap Value-0.4%+1.22%加碼
31SCHGSchwab US Large-cap Growth-0.5%+4.67%加碼
32TAt&t INC-0.6%-1.20%減碼
33AAPLApple INC-0.6%—不變
34TSLATesla INC-0.8%-11.99%減碼
35PLTRPalantir Technologies Inc-a-0.8%-1.19%減碼
36VUGVanguard Growth ETF-1.7%-13.29%減碼
37JMSTJPM Ultra-short Muni Income—NEW新建倉
38JPSTJpmorgan Ultra-short Income—NEW新建倉
39SPYSs Spdr S&p 500 ETF Trust-us—NEW新建倉
40IVVIshares Core S&p 500 ETF—NEW新建倉
41ORCLOracle CORP—EXIT清倉
42SPYMSte Str Spdr Pt S&p 500 ETF—EXIT清倉
43ITOTIshares Core S&p Total U.s.—NEW新建倉

FAQ

Stark Wealth Management LLC 是什麼機構？屬於哪種投資人類型？
Stark Wealth Management LLC 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（2025-12-31），該機構追蹤的股票投資組合估值約為 US$2662.7萬，分佈在 41 個已申報部位之中。
Stark Wealth Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Stark Wealth Management LLC 按市值排列的前幾大持股為： 1. Sei Qim US Large Cap Momentu (SEIM) — US$273.5萬 (10.3%) 2. Sei Qim US Large Cap Value A (SEIV) — US$248.0萬 (9.3%) 3. Sei Select Intl Equity (SEIE) — US$213.4萬 (8.0%) 4. Sei Qim US Large Cap Quality (SEIQ) — US$157.3萬 (5.9%) 5. Vanguard Growth ETF (VUG) — US$115.2萬 (4.3%)
Stark Wealth Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Stark Wealth Management LLC 共進行了 34 項顯著調整：新建倉 5 個部位、加碼 16 個既有持股、減碼 11 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: JPM Ultra-short Muni Income (JMST); 新建倉: Jpmorgan Ultra-short Income (JPST); 新建倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建倉: Ishares Core S&p 500 ETF (IVV); 清倉: Oracle CORP (ORCL)
Stark Wealth Management LLC 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，Stark Wealth Management LLC 的主要板塊分佈如下： • Information Technology: 44.8% • Communication Services: 26.9% • Consumer Discretionary: 15.6% • Industrials: 9.1% • Health Care: 3.6%