PW
Potentia Wealth
分散型投资策略趋势追踪型行业集中型
申报总市值
US$2.6亿
申报季度: 2026-03-31 · 持股只数: 89
POTENTIA WEALTH在最新一期 13F 报告中披露了 89 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 16.3%。
机构性格雪花图
- 集中度
- 31.55
- 持仓稳定性
- 16.27
- 动能／逆势
- 100
- 行业集中度
- 97.75
- 多样化
- 100
- 仓位均衡度
- 75.33
近期动向
减仓 MSFT
-74.7% -US$671.6万
减仓 SPYV
-28.4% -US$741.6万
加仓 GOOGL
+133.2% US$377.3万
加仓 AAPL
+15.8% US$207.2万
加仓 PAAA
+10.1% US$204.0万
加仓 CLOA
+37.0% US$156.4万
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 21.34% | -0.67% | -3.52% | |
| 2 | AAPL | Apple INC | 股票-科技 | 10.66% | +1.30% | +15.81% | |
| 3 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 8.69% | +1.19% | +10.14% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 7.12% | -2.36% | -28.39% | |
| 5 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 4.17% | +0.28% | -7.10% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.37% | — | +4.32% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.30% | -0.16% | +0.36% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.93% | -0.14% | -3.37% | |
| 9 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 2.75% | +0.21% | +2.72% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.73% | +1.52% | +133.17% | |
| 11 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 2.23% | +0.69% | +36.96% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.19% | +0.16% | +0.66% | |
| 13 | DTCR | Global X Data Center & Digit | ETF-其他 | 1.98% | +0.20% | -6.88% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.51% | -0.33% | -10.32% | |
| 15 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.33% | -0.17% | -4.39% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.15% | — | +7.19% | |
| 17 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 1.12% | +0.11% | +1.53% | |
| 18 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 1.01% | — | +0.45% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.87% | +0.10% | +17.10% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.84% | +0.09% | +17.71% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.82% | +0.23% | +32.40% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.72% | — | -0.23% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.65% | -0.16% | +0.82% | |
| 24 | AMAT | Applied Materials INC | 股票-科技 | 0.64% | +0.17% | -3.76% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 0.64% | +0.07% | +1.17% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -2.43% | -74.73% | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.59% | — | +7.25% | |
| 28 | ANET | Arista Networks INC | 股票-科技 | 0.57% | -0.04% | -6.07% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.53% | — | +9.84% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | -0.05% | — | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.50% | -0.07% | -16.68% | |
| 32 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.48% | — | -9.06% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.48% | — | — | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.47% | — | +24.74% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | +0.07% | -4.74% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | +0.29% | +138.93% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.39% | -0.05% | -6.49% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | -0.08% | -9.32% | |
| 39 | FNX | First Trust Mid Cap Core Alp | ETF-其他 | 0.35% | — | -9.84% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.34% | — | +0.49% | |
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.33% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | -0.05% | -13.42% | |
| 43 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.28% | — | +4.22% | |
| 44 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.28% | — | -13.86% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.26% | — | +0.79% | |
| 46 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.25% | +0.14% | +129.17% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.23% | -0.06% | -12.20% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.23% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.23% | +0.23% | NEW | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.22% | — | +4.54% |
1–50 of 89
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
Potentia Wealth 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Core Msci Emerging (IEMG); 清仓: Jpmorgan Chase & Co (JPM); 新建仓: Ste Str Spdr Pt S&p 500 ETF (SPYM); 清仓: Advanced Micro Devices (AMD); 清仓: Abbvie INC (ABBV).
FAQ
Potentia Wealth 是什么机构？属于哪种投资人类型？
Potentia Wealth 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$2.6亿，分布在 89 个已申报仓位之中。
Potentia Wealth 目前前几大持股有哪些？
根据最新 13F 申报，Potentia Wealth 按市值排列的前几大持股为：
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$5526.4万 (21.3%)
2. Apple INC (AAPL) — US$2761.8万 (10.7%)
3. Pgim Aaa Clo ETF (PAAA) — US$2251.5万 (8.7%)
4. Ss Spdr P S&p 500 Value ETF (SPYV) — US$1844.1万 (7.1%)
5. Global X Defense Tech ETF (SHLD) — US$1079.2万 (4.2%)
Potentia Wealth 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Potentia Wealth 共进行了 49 项显著调整：新建仓 3 个仓位、加仓 17 个既有持股、减仓 21 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：新建仓: Ishares Core Msci Emerging (IEMG); 清仓: Jpmorgan Chase & Co (JPM); 新建仓: Ste Str Spdr Pt S&p 500 ETF (SPYM); 清仓: Advanced Micro Devices (AMD); 清仓: Abbvie INC (ABBV)
Potentia Wealth 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，Potentia Wealth 的主要板块分布如下：
• Information Technology: 52.3%
• Communication Services: 16.2%
• Financials: 14.2%
• Consumer Discretionary: 5.0%
• Industrials: 3.6%
• Health Care: 3.4%