BW
Bestgate Wealth Advisors, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$5544.5万
申报季度: 2026-03-31 · 持股只数: 45
Bestgate Wealth Advisors, LLC在最新一期 13F 报告中披露了 45 项持股，申报期为 2026-03-31，总持股市值约为 US$5544.5万，季度换手率为 16.5%。
机构性格雪花图
- 集中度
- 21.24
- 持仓稳定性
- 16.54
- 动能／逆势
- 100
- 行业集中度
- 61.45
- 多样化
- 90
- 仓位均衡度
- 88.08
近期动向
加仓 VOO
+198.2% US$115.7万
加仓 SCHI
+107.5% US$93.5万
加仓 VXF
+41.2% US$76.8万
加仓 EMXC
+8.6% US$26.6万
减仓 XSVM
-22.9% -US$33.8万
减仓 AMZN
-23.7% -US$30.2万
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.71% | -0.34% | -0.72% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.92% | +0.19% | -3.18% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 8.01% | +0.04% | -1.50% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 7.54% | -0.09% | +0.99% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.89% | +0.30% | +9.33% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.94% | +1.48% | +41.23% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.43% | +0.24% | +6.72% | |
| 8 | MBB | Ishares Mbs ETF | ETF-其他 | 4.38% | +0.46% | +9.05% | |
| 9 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 3.29% | +1.72% | +107.50% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.22% | +2.12% | +198.20% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 3.22% | +0.55% | +8.57% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.72% | -0.25% | -11.82% | |
| 13 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 2.65% | -0.53% | -22.93% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-其他 | 2.08% | +0.41% | +18.38% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.82% | -0.44% | -21.14% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.76% | -0.18% | -13.83% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | -0.23% | -8.20% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.31% | -0.12% | -9.69% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.31% | -0.12% | — | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.22% | -0.02% | -13.45% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.20% | -0.50% | -23.74% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.10% | -2.29% | |
| 23 | PANW | Palo Alto Networks INC | 股票-科技 | 1.01% | -0.22% | -7.50% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | -0.09% | -6.45% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.90% | -0.18% | -12.42% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.84% | -0.04% | — | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 0.81% | +0.12% | -8.20% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | -0.02% | — | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.69% | +0.05% | -15.25% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.69% | -0.01% | -7.05% | |
| 31 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 0.68% | — | — | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.32% | -13.70% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.65% | — | -8.90% | |
| 34 | USB | US Bancorp | 股票-金融 | 0.63% | -0.01% | -2.31% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.59% | -0.08% | -14.96% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.59% | -0.05% | -6.86% | |
| 37 | NEE | Nextera Energy INC | 股票-公用事业 | 0.57% | +0.09% | — | |
| 38 | AXP | American Express Co | 股票-金融 | 0.57% | -0.13% | -4.43% | |
| 39 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.56% | -0.23% | -19.28% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.14% | -1.28% | |
| 41 | HON | Honeywell International INC | 股票-工业 | 0.49% | +0.02% | -11.31% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | +0.06% | -6.21% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.44% | — | — | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.44% | -0.23% | -9.04% | |
| 45 | BLK | Blackrock INC | 股票-金融 | 0.44% | -0.05% | -2.70% |
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
Bestgate Wealth Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Alphabet Inc-cl C (GOOG); 清仓: Blackstone INC (BX); 清仓: Booking Holdings INC (BKNG); 清仓: Servicenow INC (NOW); 清仓: Veeva Systems Inc-class A (VEEV).
FAQ
Bestgate Wealth Advisors, LLC 是什么机构？属于哪种投资人类型？
Bestgate Wealth 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$5544.5万，分布在 45 个已申报仓位之中。
Bestgate Wealth Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Bestgate Wealth Advisors, LLC 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$649.4万 (11.7%)
2. Vanguard Ftse Developed ETF (VEA) — US$549.8万 (9.9%)
3. Schwab US Aggregate Bond ETF (SCHZ) — US$444.2万 (8.0%)
4. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$418.2万 (7.5%)
5. Invesco Nasdaq 100 ETF (QQQM) — US$326.8万 (5.9%)
Bestgate Wealth 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，Bestgate Wealth Advisors, LLC 共进行了 46 项显著调整：新建仓 0 个仓位、加仓 9 个既有持股、减仓 29 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：清仓: Alphabet Inc-cl C (GOOG); 清仓: Blackstone INC (BX); 清仓: Booking Holdings INC (BKNG); 清仓: Servicenow INC (NOW); 清仓: Veeva Systems Inc-class A (VEEV)
Bestgate Wealth 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，Bestgate Wealth Advisors, LLC 的主要板块分布如下：
• Information Technology: 32.6%
• Financials: 19.8%
• Communication Services: 17.2%
• Consumer Discretionary: 13.6%
• Health Care: 9.0%
• Energy: 4.0%