DW
Ducere Wealth Management 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$2.5億
申報季度: 2026-03-31 · 持股檔數: 126
Ducere Wealth Management LLC在最新一期 13F 報告中揭露了 126 項持股，申報期為 2026-03-31，總持股市值約為 US$2.5億，季度換手率為 26.7%。
機構性格雪花圖
- 集中度
- 11.01
- 持倉穩定性
- 26.72
- 動能／逆勢
- 100
- 產業集中度
- 62.59
- 多樣化
- 100
- 倉位均衡度
- 84.23
近期動向
加碼 GSLC
+380.6% US$518.9萬
加碼 BE
-0.9% US$232.7萬
減碼 META
-84.0% -US$206.8萬
減碼 VOO
-27.8% -US$212.7萬
加碼 FLXR
+21.8% US$162.6萬
加碼 SPY
+39.3% US$161.5萬
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.05% | — | +3.60% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 6.41% | -0.46% | -0.73% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 5.02% | +0.59% | +11.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | -0.60% | +9.82% | |
| 5 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 3.76% | +0.74% | +21.80% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 3.05% | +2.09% | +380.62% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.00% | +0.57% | +28.58% | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.93% | -0.23% | +0.09% | |
| 9 | BE | Bloom Energy Corp- A | 股票-工業 | 2.62% | +0.97% | -0.91% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.60% | +0.70% | +39.29% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.55% | -0.09% | -1.42% | |
| 12 | GCAL | Dynamic California Muni ETF | ETF-其他 | 2.52% | -0.11% | -6.55% | |
| 13 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 2.49% | — | -3.74% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.40% | +0.27% | +8.22% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.21% | -0.10% | +3.18% | |
| 16 | CMF | Ishares California Muni Bond | ETF-其他 | 2.04% | -0.13% | -7.39% | |
| 17 | AAPL | Apple INC | 股票-科技 | 2.00% | — | +4.44% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.95% | — | -0.42% | |
| 19 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.87% | -0.20% | -5.86% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.87% | -0.77% | -27.76% | |
| 21 | JPRE | Jpmorgan Realty Income ETF | ETF-其他 | 1.71% | — | -9.41% | |
| 22 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.53% | — | +9.32% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.46% | — | -7.56% | |
| 24 | UBER | Uber Technologies INC | 股票-工業 | 1.27% | — | +2.96% | |
| 25 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.24% | +0.29% | +31.92% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 1.16% | -0.15% | -1.80% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.13% | — | -0.13% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 1.10% | — | -3.87% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.16% | -6.60% | |
| 30 | AMAT | Applied Materials INC | 股票-科技 | 0.97% | +0.23% | -4.31% | |
| 31 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.91% | +0.64% | +230.95% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.91% | -0.52% | -17.57% | |
| 33 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.88% | — | -0.12% | |
| 34 | GPZ | Vaneck Alt Asset Manager ETF | ETF-其他 | 0.71% | +0.71% | NEW | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | — | +9.59% | |
| 36 | COR | Cencora INC | 股票-醫療保健 | 0.63% | -0.29% | -29.22% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | +0.17% | +10.03% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | — | +7.04% | |
| 39 | MPWR | Monolithic Power Systems INC | 股票-科技 | 0.60% | — | +3.42% | |
| 40 | VTEC | Vanguard Ca Tax-ex Bond | ETF-其他 | 0.59% | — | +0.51% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.59% | — | +46.02% | |
| 42 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.55% | +0.31% | +135.96% | |
| 43 | SANM | Sanmina CORP | 股票-科技 | 0.47% | +0.47% | NEW | |
| 44 | WCMI | Ft Wcm International ETF | ETF-其他 | 0.46% | — | +0.65% | |
| 45 | MEDP | Medpace Holdings INC | 股票-醫療保健 | 0.46% | -0.18% | -17.57% | |
| 46 | IESC | Ies Holdings INC | 股票-工業 | 0.40% | +0.40% | NEW | |
| 47 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資等級公司債 | 0.39% | +0.39% | NEW | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | -4.02% | |
| 49 | GEV | GE Vernova INC | 股票-工業 | 0.36% | +0.26% | +175.26% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | — | +0.02% |
1–50 of 126
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
Ducere Wealth Management LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Goldman Sachs Activebeta US (GSSC); 新建倉: Vaneck Alt Asset Manager ETF (GPZ); 新建倉: Sanmina CORP (SANM); 清倉: Cintas CORP (CTAS); 清倉: Intuit INC (INTU).
FAQ
Ducere Wealth Management LLC 是什麼機構？屬於哪種投資人類型？
Ducere Wealth Management 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$2.5億，分佈在 126 個已申報部位之中。
Ducere Wealth Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Ducere Wealth Management LLC 按市值排列的前幾大持股為：
1. Ishares Core S&p 500 ETF (IVV) — US$2024.4萬 (8.1%)
2. Alphabet Inc-cl C (GOOG) — US$1611.7萬 (6.4%)
3. Ishares Flex I A Etf-usd INC (BINC) — US$1261.9萬 (5.0%)
4. Microsoft CORP (MSFT) — US$953.5萬 (3.8%)
5. Tcw Flexible Income ETF (FLXR) — US$944.7萬 (3.8%)
Ducere Wealth Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Ducere Wealth Management LLC 共進行了 50 項顯著調整：新建倉 7 個部位、加碼 17 個既有持股、減碼 18 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：清倉: Goldman Sachs Activebeta US (GSSC); 新建倉: Vaneck Alt Asset Manager ETF (GPZ); 新建倉: Sanmina CORP (SANM); 清倉: Cintas CORP (CTAS); 清倉: Intuit INC (INTU)
Ducere Wealth Management 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，Ducere Wealth Management LLC 的主要板塊分佈如下：
• Information Technology: 36.8%
• Communication Services: 15.7%
• Financials: 14.0%
• Industrials: 12.4%
• Consumer Discretionary: 9.0%
• Health Care: 6.8%