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May Barnhard Investments LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$2.1億

申報季度: 2026-03-31 · 持股檔數: 84

May Barnhard Investments LLC在最新一期 13F 報告中揭露了 84 項持股，申報期為 2026-03-31，總持股市值約為 US$2.1億，季度換手率為 14.0%。

機構性格雪花圖

集中度
11.55
持倉穩定性
13.99
動能／逆勢
100
產業集中度
68.04
多樣化
100
倉位均衡度
87.99

近期動向

  • 加碼 VTV

    +18.5%　US$138.2萬

  • 減碼 SCHG

    -5.6%　-US$184.8萬

  • 加碼 VV

    +21.7%　US$104.2萬

  • 減碼 SCHX

    -3.7%　-US$121.0萬

  • 加碼 IQLT

    +15.2%　US$67.2萬

  • 加碼 VB

    +8.3%　US$52.1萬

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
1SCHXSchwab US Large-cap ETFETF-其他6.55%-0.40%-3.68%
2VOVanguard Mid-cap ETFETF-其他5.45%+0.32%+4.53%
3SCHGSchwab US Large-cap GrowthETF-其他4.82%-0.75%-5.58%
4IJRIshares Core S&p Small-cap EETF-中小型股4.79%+0.22%-1.34%
5SCHVSchwab US Large-cap ValueETF-其他4.07%—-3.12%
6IJSIshares S&p Small-cap 600 VaETF-其他3.88%—-3.89%
7VVVanguard Large-cap ETFETF-其他3.76%+0.59%+21.73%
8VTVVanguard Value ETFETF-其他3.76%+0.76%+18.50%
9VOEVanguard Mid-cap Value ETFETF-其他3.41%+0.22%-0.06%
10VBVanguard Small-cap ETFETF-其他2.79%+0.32%+8.28%
11VUGVanguard Growth ETFETF-其他2.79%+0.25%+19.43%
12MDYVSs Spdr S&p 400 Mc Val ETFETF-其他2.59%-0.12%-7.45%
13VBKVanguard Small-cap Grwth ETFETF-其他2.58%+0.03%-1.39%
14IWSIshares Russell Mid-cap ValuETF-其他2.54%—-3.39%
15VOTVanguard Mid-cap Growth ETFETF-其他2.51%-0.11%+1.10%
16IJHIshares Core S&p Midcap ETFETF-其他2.44%—-0.85%
17IQLTIshares Msci International QETF-其他2.22%+0.37%+15.21%
18MDYGSs Spdr S&p 400 Mc Gr ETFETF-其他2.16%-0.29%-17.42%
19SCHASchwab US Small-cap ETFETF-其他2.14%—-0.95%
20IJTIshares S&p Small-cap 600 GrETF-其他2.13%-0.03%-6.30%
21IWPIshares Russell Mid-cap GrowETF-其他2.04%-0.29%-8.82%
22SLYVSs Spdr S&p 600 Sc Val ETFETF-其他1.98%-0.07%-9.46%
23VBRVanguard Small-cap Value ETFETF-其他1.91%+0.28%+11.13%
24SCHMSchwab US Mid Cap ETFETF-其他1.78%+0.09%-0.62%
25VTIVanguard Total Stock Mkt ETFETF-其他1.40%-0.03%-0.67%
26IWRIshares Russell Mid-cap ETFETF-其他1.32%——
27AAPLApple INC股票-科技1.26%-0.08%-2.17%
28SLYGSs Spdr S&p 600 Sc Gr ETFETF-其他1.19%-0.26%-22.00%
29IVEIshares S&p 500 Value ETFETF-大型股與成長1.17%—-0.32%
30IVOOVanguard S&p Mid-cap 400 ETFETF-其他1.08%+1.08%NEW
31SHYIshares 1-3 Year Treasury BoETF-政府公債0.99%-0.13%-13.97%
32VGSHVanguard Short-term TreasuryETF-政府公債0.84%+0.84%NEW
33SDYSs Spdr S&p Dividend ETFETF-其他0.75%+0.05%+0.08%
34VIOOVanguard S&p Small-cap 600 EETF-其他0.69%+0.69%NEW
35ILCBIshares Morningstar U.s. EquETF-其他0.67%——
36NOBLProshares S&p 500 Dividend AETF-大型股與成長0.66%—-3.10%
37TBLLInvesco Short Term TreasuryETF-政府公債0.56%-0.11%-18.18%
38IVVIshares Core S&p 500 ETFETF-大型股與成長0.56%—+0.46%
39VIGVanguard Dividend Apprec ETFETF-其他0.55%—+2.91%
40XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.53%—-0.53%
41FNDXSchwab Fndmntl US Lrg Co ETFETF-其他0.49%—-2.82%
42VHTVanguard Health Care ETFETF-其他0.49%——
43AMZNAmazon.com INC股票-循環性消費0.42%-0.04%-0.80%
44IAUIshares Gold TrustETF-避險與商品0.40%+0.04%+0.85%
45SCHDSchwab US Dvd Equity ETFETF-其他0.40%—-16.98%
46IVWIshares S&p 500 Growth ETFETF-大型股與成長0.39%-0.02%+0.01%
47VGKVanguard Ftse Europe ETFETF-其他0.38%-0.10%-20.55%
48NVDANvidia CORP股票-科技0.37%-0.03%-2.96%
49VGTVanguard Info Tech ETFETF-科技型0.37%——
50IYFIshares US Financials ETFETF-其他0.36%—+0.02%
1–50 of 84

本季持股變動

May Barnhard Investments LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Invesco Qqq Trust Series 1 (QQQ); 新建倉: Vanguard S&p Mid-cap 400 ETF (IVOO); 新建倉: Vanguard Short-term Treasury (VGSH); 新建倉: Vanguard S&p Small-cap 600 E (VIOO); 新建倉: Ishares U.s. Energy ETF (IYE).

May Barnhard Investments LLC 於截至 2026-03-31 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
1VTVVanguard Value ETF+0.8%+18.50%加碼
2VVVanguard Large-cap ETF+0.6%+21.73%加碼
3IQLTIshares Msci International Q+0.4%+15.21%加碼
4VBVanguard Small-cap ETF+0.3%+8.28%加碼
5VOVanguard Mid-cap ETF+0.3%+4.53%加碼
6VBRVanguard Small-cap Value ETF+0.3%+11.13%加碼
7VUGVanguard Growth ETF+0.3%+19.43%加碼
8VOEVanguard Mid-cap Value ETF+0.2%-0.06%減碼
9IJRIshares Core S&p Small-cap E+0.2%-1.34%減碼
10SCHMSchwab US Mid Cap ETF+0.1%-0.62%減碼
11LRCXLam Research CORP+0.1%—不變
12ODFLOld Dominion Freight Line+0.1%—不變
13JNJJohnson & Johnson+0.1%+0.04%加碼
14SDYSs Spdr S&p Dividend ETF+0.1%+0.08%加碼
15IAUIshares Gold Trust0%+0.85%加碼
16VBKVanguard Small-cap Grwth ETF0%-1.39%減碼
17IVWIshares S&p 500 Growth ETF0%+0.01%加碼
18IJTIshares S&p Small-cap 600 Gr0%-6.30%減碼
19VTIVanguard Total Stock Mkt ETF0%-0.67%減碼
20VEAVanguard Ftse Developed ETF0%-27.58%減碼
21METAMeta Platforms Inc-class A0%-0.97%減碼
22NVDANvidia CORP0%-2.96%減碼
23IGSBIshares 1-5y Inv Grade CORP0%-14.26%減碼
24AMZNAmazon.com INC0%-0.80%減碼
25VVisa Inc-class A Shares0%-11.85%減碼
26BILSSs Spdrb B 3-12m T-bill ETF0%-27.89%減碼
27BILSs Spdr Bb 1-3m T-bill ETF0%-14.09%減碼
28DGRWWisdomtree U.s. Quality Divi0%-13.52%減碼
29TSLATesla INC-0.1%—不變
30SLYVSs Spdr S&p 600 Sc Val ETF-0.1%-9.46%減碼
31AAPLApple INC-0.1%-2.17%減碼
32MSFTMicrosoft CORP-0.1%-4.76%減碼
33VGKVanguard Ftse Europe ETF-0.1%-20.55%減碼
34VOTVanguard Mid-cap Growth ETF-0.1%+1.10%加碼
35TBLLInvesco Short Term Treasury-0.1%-18.18%減碼
36MDYVSs Spdr S&p 400 Mc Val ETF-0.1%-7.45%減碼
37SHYIshares 1-3 Year Treasury Bo-0.1%-13.97%減碼
38SLYGSs Spdr S&p 600 Sc Gr ETF-0.3%-22.00%減碼
39MDYGSs Spdr S&p 400 Mc Gr ETF-0.3%-17.42%減碼
40IWPIshares Russell Mid-cap Grow-0.3%-8.82%減碼
41SCHXSchwab US Large-cap ETF-0.4%-3.68%減碼
42SCHGSchwab US Large-cap Growth-0.8%-5.58%減碼
43QQQInvesco Qqq Trust Series 1—EXIT清倉
44IVOOVanguard S&p Mid-cap 400 ETF—NEW新建倉
45VGSHVanguard Short-term Treasury—NEW新建倉
46VIOOVanguard S&p Small-cap 600 E—NEW新建倉
47IYEIshares U.s. Energy ETF—NEW新建倉
48BKNGBooking Holdings INC—EXIT清倉
49CRMSalesforce INC—EXIT清倉
50GSGoldman Sachs Group INC—EXIT清倉

FAQ

May Barnhard Investments LLC 是什麼機構？屬於哪種投資人類型？
May Barnhard Investments 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（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.1億，分佈在 84 個已申報部位之中。
May Barnhard Investments LLC 目前前幾大持股有哪些？
根據最新 13F 申報，May Barnhard Investments LLC 按市值排列的前幾大持股為： 1. Schwab US Large-cap ETF (SCHX) — US$1350.2萬 (6.5%) 2. Vanguard Mid-cap ETF (VO) — US$1122.5萬 (5.5%) 3. Schwab US Large-cap Growth (SCHG) — US$993.5萬 (4.8%) 4. Ishares Core S&p Small-cap E (IJR) — US$987.3萬 (4.8%) 5. Schwab US Large-cap Value (SCHV) — US$837.5萬 (4.1%)
May Barnhard Investments LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，May Barnhard Investments LLC 共進行了 47 項顯著調整：新建倉 4 個部位、加碼 12 個既有持股、減碼 27 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：清倉: Invesco Qqq Trust Series 1 (QQQ); 新建倉: Vanguard S&p Mid-cap 400 ETF (IVOO); 新建倉: Vanguard Short-term Treasury (VGSH); 新建倉: Vanguard S&p Small-cap 600 E (VIOO); 新建倉: Ishares U.s. Energy ETF (IYE)
May Barnhard Investments 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，May Barnhard Investments LLC 的主要板塊分佈如下： • Information Technology: 37.0% • Consumer Discretionary: 22.9% • Financials: 11.4% • Communication Services: 10.0% • Health Care: 9.6% • Industrials: 6.9%