SF
Sun Financial Inc
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$2.0億
申報季度: 2026-03-31 · 持股檔數: 159
Sun Financial Inc在最新一期 13F 報告中揭露了 159 項持股，申報期為 2026-03-31，總持股市值約為 US$2.0億，季度換手率為 17.2%。
機構性格雪花圖
- 集中度
- 6.25
- 持倉穩定性
- 17.21
- 動能／逆勢
- 100
- 產業集中度
- 59.13
- 多樣化
- 100
- 倉位均衡度
- 87.78
近期動向
加碼 JPST
+41.4% US$175.2萬
加碼 AMD
-1.8% US$144.1萬
加碼 PWR
-3.9% US$97.4萬
加碼 GRNJ
+5.5% US$129.8萬
加碼 AIRR
+8.5% US$93.6萬
加碼 GEV
-4.3% US$78.5萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 4.84% | -0.04% | +8.40% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.77% | +0.14% | +3.64% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 3.73% | +0.02% | +5.81% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.01% | +0.64% | +41.39% | |
| 5 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-其他 | 2.87% | +0.40% | +5.55% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.74% | — | -1.09% | |
| 7 | FTQI | First Trust Nasdaq Buywrite | ETF-科技型 | 2.68% | -0.14% | +1.37% | |
| 8 | FTCB | Ft Core Investment Grade ETF | ETF-投資等級公司債 | 2.55% | -0.17% | +6.08% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | +0.27% | +0.34% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.16% | +0.23% | -2.71% | |
| 11 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 2.01% | +0.01% | +1.67% | |
| 12 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 1.86% | +0.18% | -3.82% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.59% | -0.02% | +0.22% | |
| 14 | AIRR | First Trust Rba American Ind | ETF-其他 | 1.52% | +0.35% | +8.54% | |
| 15 | FTCS | First Trust Capital Strength | ETF-其他 | 1.47% | — | +0.86% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.45% | +0.04% | +7.11% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.40% | +0.64% | -1.77% | |
| 18 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 1.39% | -0.02% | +4.42% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.37% | +0.09% | +2.60% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.35% | +0.01% | +2.22% | |
| 21 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.13% | — | -8.57% | |
| 22 | PWR | Quanta Services INC | 股票-工業 | 1.12% | +0.42% | -3.90% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.27% | +4.88% | |
| 24 | CAT | Caterpillar INC | 股票-工業 | 1.09% | +0.31% | -3.30% | |
| 25 | GEV | GE Vernova INC | 股票-工業 | 1.05% | +0.32% | -4.32% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.03% | +0.08% | -0.41% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.00% | — | +1.52% | |
| 28 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.95% | — | -0.65% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | — | +0.32% | |
| 30 | KLAC | Kla CORP | 股票-科技 | 0.94% | +0.24% | -4.63% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.91% | — | -2.43% | |
| 32 | LRCX | Lam Research CORP | 股票-科技 | 0.89% | +0.31% | -2.97% | |
| 33 | ANET | Arista Networks INC | 股票-科技 | 0.89% | — | -0.76% | |
| 34 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.85% | +0.12% | +4.25% | |
| 35 | PANW | Palo Alto Networks INC | 股票-科技 | 0.84% | +0.16% | +5.76% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.80% | — | +0.61% | |
| 37 | GS | Goldman Sachs Group INC | 股票-金融 | 0.79% | — | +0.87% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.78% | +0.11% | +1.97% | |
| 39 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.78% | — | -1.66% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | +0.06% | +2.77% | |
| 41 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.77% | — | -1.12% | |
| 42 | CGBL | Cap Group Core Balanced | ETF-其他 | 0.77% | — | +1.55% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.74% | — | -5.41% | |
| 44 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 0.74% | — | +1.40% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.72% | — | +2.41% | |
| 46 | ETN | Eaton Corporation plc | 股票-工業 | 0.72% | +0.10% | +0.60% | |
| 47 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.71% | — | +2.40% | |
| 48 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.69% | — | +2.67% | |
| 49 | CGCB | Cap Group Core Bond | ETF-其他 | 0.66% | — | +1.92% | |
| 50 | GE | General Electric | 股票-工業 | 0.65% | — | +1.86% |
1–50 of 159
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
本季持股變動
Sun Financial Inc 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Short-term National (SUB); 清倉: Cognizant Tech Solutions-a (CTSH); 新建倉: Micron Technology INC (MU); 清倉: Zoetis INC (ZTS); 新建倉: Invesco Dorsey Wright Tech (PTF).
FAQ
Sun Financial Inc 是什麼機構？屬於哪種投資人類型？
Sun Financial Inc 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$2.0億，分佈在 159 個已申報部位之中。
Sun Financial Inc 目前前幾大持股有哪些？
根據最新 13F 申報，Sun Financial Inc 按市值排列的前幾大持股為：
1. Fthi/first Trust Exchange-tr (FTHI) — US$965.3萬 (4.8%)
2. Schwab US Large-cap Value (SCHV) — US$751.7萬 (3.8%)
3. Ft Vest Lad Buffervetf-usd I (BUFR) — US$744.6萬 (3.7%)
4. Jpmorgan Ultra-short Income (JPST) — US$600.8萬 (3.0%)
5. Fundstr Gran Sh US Sm & Mid (GRNJ) — US$572.7萬 (2.9%)
Sun Financial Inc 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Sun Financial Inc 共進行了 50 項顯著調整：新建倉 7 個部位、加碼 28 個既有持股、減碼 10 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：新建倉: Ishares Short-term National (SUB); 清倉: Cognizant Tech Solutions-a (CTSH); 新建倉: Micron Technology INC (MU); 清倉: Zoetis INC (ZTS); 新建倉: Invesco Dorsey Wright Tech (PTF)
Sun Financial Inc 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，Sun Financial Inc 的主要板塊分佈如下：
• Information Technology: 33.5%
• Industrials: 19.3%
• Financials: 16.3%
• Communication Services: 9.0%
• Consumer Discretionary: 8.2%
• Consumer Staples: 7.1%