VI

Victrix Investment Advisors

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$2.4億

申報季度: 2026-06-30 · 持股檔數: 75

Victrix Investment Advisors在最新一期 13F 報告中揭露了 75 項持股，申報期為 2026-06-30，總持股市值約為 US$2.4億，季度換手率為 52.4%。

機構性格雪花圖

集中度
12.22
持倉穩定性
52.38
動能／逆勢
100
產業集中度
55.23
多樣化
100
倉位均衡度
88.56

近期動向

  • 清倉 VEA

  • 清倉 VOO

  • 清倉 SCHA

  • 清倉 SCHM

  • 加碼 GOOGL

    -0.8%　US$297.7萬

  • 加碼 UNH

    +8.7%　US$390.8萬

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
1GOOGLAlphabet Inc-cl A股票-通訊服務6.60%+1.97%-0.76%
2NVDANvidia CORP股票-科技6.49%+1.72%+2.71%
3AAPLApple INC股票-科技5.01%+1.26%+1.50%
4AMZNAmazon.com INC股票-循環性消費4.50%+1.30%+6.39%
5BRK-BBerkshire Hathaway Inc-cl B股票-其他4.41%+1.05%+8.85%
6MSFTMicrosoft CORP股票-科技4.32%+1.28%+21.89%
7UNHUnitedhealth Group INC股票-醫療保健4.08%+1.96%+8.69%
8CSCOCisco Systems INC股票-科技3.45%+1.50%+1.00%
9INTCIntel CORP股票-科技3.18%+1.91%-31.19%
10JNJJohnson & Johnson股票-醫療保健2.99%+0.71%+9.14%
11LMTLockheed Martin CORP股票-工業2.96%—+15.44%
12MMM3m Co股票-工業2.49%+0.76%+11.67%
13CATCaterpillar INC股票-工業2.40%+1.01%-0.63%
14BABoeing Co/the股票-工業2.31%+0.58%+6.09%
15VVisa Inc-class A Shares股票-金融2.30%+0.84%+20.62%
16METAMeta Platforms Inc-class A股票-通訊服務2.26%+0.82%+38.13%
17HDHome Depot INC股票-循環性消費2.23%+0.72%+19.31%
18WMTWalmart INC股票-非循環性消費2.22%—+5.33%
19BACBank Of America CORP股票-金融2.18%+0.60%+2.07%
20ASMLASML Holding N.V.股票-科技2.07%+0.98%+9.29%
21TXNTexas Instruments INC股票-科技1.94%+0.81%-3.30%
22CBChubb Limited股票-金融1.89%—+6.22%
23SCHWSchwab (charles) CORP股票-金融1.86%—+6.20%
24JPMJpmorgan Chase & Co股票-金融1.86%+0.54%+9.24%
25MRKMerck & Co. INC.股票-醫療保健1.45%—+9.08%
26REGNRegeneron Pharmaceuticals股票-醫療保健1.25%-0.09%—
27GEGeneral Electric股票-工業1.24%+0.51%+11.90%
28DISWalt Disney Co/the股票-通訊服務1.22%—+9.21%
29ABBVAbbvie INC股票-醫療保健1.16%+0.42%+17.25%
30TSMTaiwan Semiconductor-sp Adr股票-科技1.07%+0.46%+6.97%
31NEENextera Energy INC股票-公用事業1.05%—+12.89%
32DUKDuke Energy CORP股票-公用事業1.05%—+27.23%
33TGTTarget CORP股票-循環性消費0.99%—+8.70%
34GSGoldman Sachs Group INC股票-金融0.89%—-5.02%
35AMDAdvanced Micro Devices股票-科技0.86%+0.62%+6.67%
36GOOGAlphabet Inc-cl C股票-通訊服務0.81%—-3.16%
37SHELShell Plc-adr股票-能源0.72%—+7.33%
38SNOWSnowflake INC股票-科技0.68%+0.35%+4.85%
39GEVGE Vernova INC股票-工業0.63%+0.30%+23.56%
40LLYEli Lilly & Co股票-醫療保健0.63%—-5.22%
41LHXL3harris Technologies INC股票-工業0.61%—+47.45%
42AXPAmerican Express Co股票-金融0.59%—-4.86%
43NOCNorthrop Grumman CORP股票-工業0.53%—+0.82%
44RTXRtx CORP股票-工業0.49%—-1.75%
45AVGOBroadcom INC股票-科技0.47%—-0.47%
46COSTCostco Wholesale CORP股票-非循環性消費0.36%—-1.08%
47TSLATesla INC股票-循環性消費0.36%—-1.46%
48MAMastercard INC - A股票-金融0.34%—+0.90%
49PLTRPalantir Technologies Inc-a股票-科技0.34%—+11.92%
50MCKMckesson CORP股票-醫療保健0.33%—-2.26%
1–50 of 75

本季持股變動

Victrix Investment Advisors 在 2026-06-30 最顯著的持倉異動： 清倉: Vanguard Ftse Developed ETF (VEA); 清倉: Vanguard S&p 500 ETF (VOO); 清倉: Schwab US Small-cap ETF (SCHA); 清倉: Schwab US Mid Cap ETF (SCHM); 清倉: Invesco Qqq Trust Series 1 (QQQ).

Victrix Investment Advisors 於截至 2026-06-30 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
1GOOGLAlphabet Inc-cl A+2%-0.76%減碼
2UNHUnitedhealth Group INC+2%+8.69%加碼
3INTCIntel CORP+1.9%-31.19%減碼
4NVDANvidia CORP+1.7%+2.71%加碼
5CSCOCisco Systems INC+1.5%+1.00%加碼
6AMZNAmazon.com INC+1.3%+6.39%加碼
7MSFTMicrosoft CORP+1.3%+21.89%加碼
8AAPLApple INC+1.3%+1.50%加碼
9BRK-BBerkshire Hathaway Inc-cl B+1.1%+8.85%加碼
10CATCaterpillar INC+1%-0.63%減碼
11ASMLASML Holding N.V.+1%+9.29%加碼
12VVisa Inc-class A Shares+0.8%+20.62%加碼
13METAMeta Platforms Inc-class A+0.8%+38.13%加碼
14TXNTexas Instruments INC+0.8%-3.30%減碼
15MMM3m Co+0.8%+11.67%加碼
16HDHome Depot INC+0.7%+19.31%加碼
17JNJJohnson & Johnson+0.7%+9.14%加碼
18AMDAdvanced Micro Devices+0.6%+6.67%加碼
19BACBank Of America CORP+0.6%+2.07%加碼
20BABoeing Co/the+0.6%+6.09%加碼
21JPMJpmorgan Chase & Co+0.5%+9.24%加碼
22GEGeneral Electric+0.5%+11.90%加碼
23TSMTaiwan Semiconductor-sp Adr+0.5%+6.97%加碼
24ABBVAbbvie INC+0.4%+17.25%加碼
25SNOWSnowflake INC+0.4%+4.85%加碼
26GEVGE Vernova INC+0.3%+23.56%加碼
27REGNRegeneron Pharmaceuticals-0.1%—不變
28VBILVanguard 0-3m T-bill ETF-0.3%EXIT清倉
29IEMGIshares Core Msci Emerging-0.3%EXIT清倉
30VXFVanguard Extended Market ETF-0.3%EXIT清倉
31VBRVanguard Small-cap Value ETF-0.3%EXIT清倉
32IJRIshares Core S&p Small-cap E-0.4%EXIT清倉
33CVXChevron CORP-0.4%EXIT清倉
34XOMExxon Mobil CORP-0.5%-59.09%減碼
35SCHFSchwab Intl Equity ETF-0.5%EXIT清倉
36IEFAIshares Core Msci Eafe ETF-0.5%EXIT清倉
37SCHDSchwab US Dvd Equity ETF-0.6%EXIT清倉
38SCHXSchwab US Large-cap ETF-0.6%EXIT清倉
39SCHJSchwab 1-5 Yr CORP Bnd ETF-0.7%EXIT清倉
40RSPInvesco S&p 500 Equal Weight-0.7%EXIT清倉
41PFFIshares Preferred & Income S-1%EXIT清倉
42SCHZSchwab US Aggregate Bond ETF-1.2%EXIT清倉
43VTVVanguard Value ETF-1.8%EXIT清倉
44SPYSs Spdr S&p 500 ETF Trust-us-1.8%EXIT清倉
45VWOVanguard Ftse Emerging Marke-1.8%EXIT清倉
46QQQInvesco Qqq Trust Series 1-1.9%EXIT清倉
47SCHMSchwab US Mid Cap ETF-2.4%EXIT清倉
48SCHASchwab US Small-cap ETF-2.6%EXIT清倉
49VOOVanguard S&p 500 ETF-3.8%EXIT清倉
50VEAVanguard Ftse Developed ETF-4%EXIT清倉

FAQ

Victrix Investment Advisors 是什麼機構？屬於哪種投資人類型？
Victrix Investment Advisors 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（2026-06-30），該機構追蹤的股票投資組合估值約為 US$2.4億，分佈在 75 個已申報部位之中。
Victrix Investment Advisors 目前前幾大持股有哪些？
根據最新 13F 申報，Victrix Investment Advisors 按市值排列的前幾大持股為： 1. Alphabet Inc-cl A (GOOGL) — US$1573.8萬 (6.6%) 2. Nvidia CORP (NVDA) — US$1547.0萬 (6.5%) 3. Apple INC (AAPL) — US$1194.8萬 (5.0%) 4. Amazon.com INC (AMZN) — US$1073.8萬 (4.5%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — US$1052.6萬 (4.4%)
Victrix Investment Advisors 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Victrix Investment Advisors 共進行了 49 項顯著調整：新建倉 0 個部位、加碼 22 個既有持股、減碼 5 個部位，並完全清倉 22 個持股。 其中幅度最大的異動：清倉: Vanguard Ftse Developed ETF (VEA); 清倉: Vanguard S&p 500 ETF (VOO); 清倉: Schwab US Small-cap ETF (SCHA); 清倉: Schwab US Mid Cap ETF (SCHM); 清倉: Invesco Qqq Trust Series 1 (QQQ)
Victrix Investment Advisors 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，Victrix Investment Advisors 的主要板塊分佈如下： • Information Technology: 32.5% • Industrials: 14.7% • Health Care: 13.5% • Financials: 12.7% • Communication Services: 11.4% • Consumer Discretionary: 8.7%