SL
StoryOne LLC
分散型投资策略逆势操作型行业集中型
申报总市值
US$1.8亿
申报季度: 2026-03-31 · 持股只数: 73
StoryOne LLC在最新一期 13F 报告中披露了 73 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 12.1%。
机构性格雪花图
- 集中度
- 33.65
- 持仓稳定性
- 12.06
- 动能／逆势
- 0
- 行业集中度
- 90.2
- 多样化
- 100
- 仓位均衡度
- 77.17
近期动向
加仓 USTB
US$249.6万
加仓 AGG
US$249.7万
减仓 MSFT
-US$117.2万
减仓 VOO
US$79.4万
减仓 AAPL
-US$17.3万
减仓 META
-US$29.6万
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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 19.16% | -0.08% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 14.89% | -0.60% | — | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 8.58% | -0.06% | — | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 7.96% | +0.21% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.27% | +1.13% | — | |
| 6 | USTB | Victoryshares Short-term Bon | ETF-其他 | 5.14% | +1.14% | — | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 3.78% | +0.25% | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | -0.08% | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.85% | -0.31% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -0.87% | — | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.85% | -0.24% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | -0.17% | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.50% | — | — | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.46% | -0.29% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.29% | +0.14% | — | |
| 16 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 1.27% | — | — | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.20% | — | — | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.07% | -0.01% | — | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.02% | -0.11% | — | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.99% | -0.20% | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | -0.15% | — | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.62% | -0.14% | — | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.16% | — | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.15% | — | |
| 25 | RIVN | Rivian Automotive, Inc. | 股票-周期性消费 | 0.47% | +0.47% | NEW | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.45% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | -0.08% | — | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.39% | +0.04% | — | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | +0.06% | — | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.38% | +0.02% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.37% | — | — | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | -0.07% | — | |
| 35 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.34% | +0.04% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | — | |
| 37 | GEV | GE Vernova INC | 股票-工业 | 0.30% | +0.17% | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | -0.12% | — | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.26% | +0.02% | — | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.25% | — | — | |
| 41 | PSBD | Palmer Square Capital Bdc In | 股票-其他 | 0.24% | -0.08% | — | |
| 42 | NEE | Nextera Energy INC | 股票-公用事业 | 0.23% | +0.02% | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.23% | +0.07% | — | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.21% | — | — | |
| 45 | GE | General Electric | 股票-工业 | 0.21% | — | — | |
| 46 | MU | Micron Technology INC | 股票-科技 | 0.19% | +0.05% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.18% | +0.18% | — | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.18% | +0.04% | — | |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.18% | — | — | |
| 50 | CAT | Caterpillar INC | 股票-工业 | 0.18% | +0.04% | — |
1–50 of 73
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
StoryOne LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Rivian Automotive, Inc. (RIVN).
FAQ
StoryOne LLC 是什么机构？属于哪种投资人类型？
StoryOne 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$1.8亿，分布在 73 个已申报仓位之中。
StoryOne LLC 目前前几大持股有哪些？
根据最新 13F 申报，StoryOne LLC 按市值排列的前几大持股为：
1. Invesco Qqq Trust Series 1 (QQQ) — US$3398.9万 (19.2%)
2. Vanguard S&p 500 ETF (VOO) — US$2641.9万 (14.9%)
3. Ishares Russell Mid-cap Grow (IWP) — US$1521.7万 (8.6%)
4. Ss Spdr Dow Jones Indus Avg (DIA) — US$1412.6万 (8.0%)
5. Ishares Core U.s. Aggregate (AGG) — US$934.1万 (5.3%)
StoryOne LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，StoryOne LLC 主要以增持为主——新建仓 1 个仓位，并对 0 个既有持股进行加仓。 其中幅度最大的异动：新建仓: Rivian Automotive, Inc. (RIVN)
StoryOne 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，StoryOne LLC 的主要板块分布如下：
• Information Technology: 49.7%
• Communication Services: 18.4%
• Consumer Discretionary: 9.6%
• Financials: 7.1%
• Health Care: 4.5%
• Consumer Staples: 4.2%