AA

Alpha Advisors, LLC/VA

分散型投资策略行业集中型趋势追踪型

申报总市值

US$1.3亿

申报季度: 2026-03-31 · 持股只数: 47

Alpha Advisors, LLC/VA在最新一期 13F 报告中披露了 47 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 13.4%。

机构性格雪花图

集中度
25.72
持仓稳定性
13.41
动能／逆势
100
行业集中度
100
多样化
94
仓位均衡度
85.63

近期动向

  • 减仓 JCPB

    -36.1%　-US$450.8万

  • 加仓 DFCF

    +243.2%　US$220.2万

  • 减仓 PSLV

    -30.6%　-US$151.5万

  • 加仓 SGOV

    +5.0%　US$97.5万

  • 加仓 PHYS

    +2.6%　US$76.0万

  • 减仓 JGRO

    -2.9%　-US$87.0万

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
1SGOVIshares 0-3 Month Treasury BETF-政府公债15.20%+1.10%+5.04%
2QLTYGmo U.s. Quality ETFETF-其他9.03%-0.12%+2.46%
3BBUSJpmorgan Betabuilders US EquETF-其他7.44%+0.12%+4.51%
4PHYSSprott Physical Gold Trust股票-其他6.54%+0.74%+2.58%
5JCPBJpmorgan Core Plus Bond ETFETF-其他6.19%-3.34%-36.12%
6AAPLApple INC股票-科技6.09%-0.28%-0.03%
7GLDSpdr Gold SharesETF-避险与商品5.37%+0.49%-1.09%
8BBINJPM Betabuilders Intl EqtyETF-其他5.27%+0.35%+3.45%
9JGROJpmorgan Active Growth ETFETF-其他5.26%-0.55%-2.89%
10DFIVDimensional International VaETF-其他4.74%+0.39%+0.58%
11IVVIshares Core S&p 500 ETFETF-大型股与成长3.98%-0.14%-1.01%
12PSLVSprott Physical Silver Trust股票-其他3.02%-1.10%-30.56%
13DFCFDimensional Core Fixed INCETF-其他2.46%+1.75%+243.21%
14DFSVDimensional US Small Cap ValETF-中小型股2.32%+0.24%+2.32%
15EFAIshares Msci Eafe ETFETF-其他1.87%+0.07%—
16SPEMState Street Sp Ptf Em ETFETF-其他1.15%+0.04%+1.61%
17BRK-ABerkshire Hathaway Inc-cl A股票-其他1.13%-0.03%—
18VVisa Inc-class A Shares股票-金融1.03%-0.13%+0.68%
19MSFTMicrosoft CORP股票-科技1.01%-0.21%+5.63%
20IWMIshares Russell 2000 ETFETF-中小型股0.91%+0.44%+86.27%
21ORCLOracle CORP股票-科技0.78%-0.16%+6.64%
22BCOBrink's Co/the股票-工业0.73%-0.08%—
23BRK-BBerkshire Hathaway Inc-cl B股票-其他0.73%+0.01%+2.95%
24JPMJpmorgan Chase & Co股票-金融0.72%-0.04%+1.43%
25IEMGIshares Core Msci EmergingETF-新兴市场0.62%+0.04%—
26NVDANvidia CORP股票-科技0.56%+0.09%+24.39%
27DFEVDimensional Emrg Mrkt ValETF-其他0.53%+0.06%+3.91%
28OAKMOakmark US Large Cap ETFETF-大型股与成长0.45%-0.15%-24.89%
29WFCWells Fargo & Co股票-金融0.39%-0.07%-3.50%
30AMZNAmazon.com INC股票-周期性消费0.39%+0.02%+11.61%
31GEGeneral Electric股票-工业0.34%-0.02%+1.06%
32XOMExxon Mobil CORP股票-能源0.34%+0.13%+10.24%
33CAHCardinal Health INC股票-医疗保健0.31%+0.01%+0.16%
34DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.30%——
35LMTLockheed Martin CORP股票-工业0.29%+0.06%+0.99%
36DELLDell Technologies -c股票-科技0.28%+0.07%+2.55%
37GEVGE Vernova INC股票-工业0.25%+0.07%+4.53%
38GOOGAlphabet Inc-cl C股票-通信服务0.25%+0.01%+12.79%
39ABBVAbbvie INC股票-医疗保健0.24%—+3.29%
40GOOGLAlphabet Inc-cl A股票-通信服务0.24%+0.03%+20.91%
41CVXChevron CORP股票-能源0.22%+0.22%NEW
42IEVIshares Europe ETFETF-其他0.21%——
43JNJJohnson & Johnson股票-医疗保健0.20%+0.20%NEW
44AVGOBroadcom INC股票-科技0.20%+0.02%+21.12%
45SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.19%-0.01%—
46METAMeta Platforms Inc-class A股票-通信服务0.18%—+11.88%
47PGENPrecigen INC股票-其他0.06%-0.01%—

本季持股变动

Alpha Advisors, LLC/VA 在 2026-03-31 最显著的持仓异动： 新建仓: Chevron CORP (CVX); 新建仓: Johnson & Johnson (JNJ); 清仓: Boeing Co/the (BA); 清仓: Proshares Short S&p500 (SH); 减仓: Jpmorgan Core Plus Bond ETF (JCPB) — 股数 -36.12%.

Alpha Advisors, LLC/VA 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1DFCFDimensional Core Fixed INC+1.8%+243.21%加仓
2SGOVIshares 0-3 Month Treasury B+1.1%+5.04%加仓
3PHYSSprott Physical Gold Trust+0.7%+2.58%加仓
4GLDSpdr Gold Shares+0.5%-1.09%减仓
5IWMIshares Russell 2000 ETF+0.4%+86.27%加仓
6DFIVDimensional International Va+0.4%+0.58%加仓
7BBINJPM Betabuilders Intl Eqty+0.4%+3.45%加仓
8DFSVDimensional US Small Cap Val+0.2%+2.32%加仓
9XOMExxon Mobil CORP+0.1%+10.24%加仓
10BBUSJpmorgan Betabuilders US Equ+0.1%+4.51%加仓
11NVDANvidia CORP+0.1%+24.39%加仓
12GEVGE Vernova INC+0.1%+4.53%加仓
13DELLDell Technologies -c+0.1%+2.55%加仓
14EFAIshares Msci Eafe ETF+0.1%—不变
15LMTLockheed Martin CORP+0.1%+0.99%加仓
16DFEVDimensional Emrg Mrkt Val+0.1%+3.91%加仓
17IEMGIshares Core Msci Emerging0%—不变
18SPEMState Street Sp Ptf Em ETF0%+1.61%加仓
19GOOGLAlphabet Inc-cl A0%+20.91%加仓
20AVGOBroadcom INC0%+21.12%加仓
21AMZNAmazon.com INC0%+11.61%加仓
22BRK-BBerkshire Hathaway Inc-cl B0%+2.95%加仓
23CAHCardinal Health INC0%+0.16%加仓
24GOOGAlphabet Inc-cl C0%+12.79%加仓
25DIASs Spdr Dow Jones Indus Avg——不变
26METAMeta Platforms Inc-class A—+11.88%加仓
27ABBVAbbvie INC—+3.29%加仓
28IEVIshares Europe ETF——不变
29SPYSs Spdr S&p 500 ETF Trust-us0%—不变
30PGENPrecigen INC0%—不变
31GEGeneral Electric0%+1.06%加仓
32BRK-ABerkshire Hathaway Inc-cl A0%—不变
33JPMJpmorgan Chase & Co0%+1.43%加仓
34WFCWells Fargo & Co-0.1%-3.50%减仓
35BCOBrink's Co/the-0.1%—不变
36QLTYGmo U.s. Quality ETF-0.1%+2.46%加仓
37VVisa Inc-class A Shares-0.1%+0.68%加仓
38IVVIshares Core S&p 500 ETF-0.1%-1.01%减仓
39OAKMOakmark US Large Cap ETF-0.2%-24.89%减仓
40ORCLOracle CORP-0.2%+6.64%加仓
41MSFTMicrosoft CORP-0.2%+5.63%加仓
42AAPLApple INC-0.3%-0.03%减仓
43JGROJpmorgan Active Growth ETF-0.6%-2.89%减仓
44PSLVSprott Physical Silver Trust-1.1%-30.56%减仓
45JCPBJpmorgan Core Plus Bond ETF-3.3%-36.12%减仓
46CVXChevron CORP—NEW新建仓
47JNJJohnson & Johnson—NEW新建仓
48BABoeing Co/the—EXIT清仓
49SHProshares Short S&p500—EXIT清仓

FAQ

Alpha Advisors, LLC/VA 是什么机构？属于哪种投资人类型？
Alpha Advisors, LLC/VA 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$1.3亿，分布在 47 个已申报仓位之中。
Alpha Advisors, LLC/VA 目前前几大持股有哪些？
根据最新 13F 申报，Alpha Advisors, LLC/VA 按市值排列的前几大持股为： 1. Ishares 0-3 Month Treasury B (SGOV) — US$1925.8万 (15.2%) 2. Gmo U.s. Quality ETF (QLTY) — US$1143.7万 (9.0%) 3. Jpmorgan Betabuilders US Equ (BBUS) — US$942.2万 (7.4%) 4. Sprott Physical Gold Trust (PHYS) — US$828.3万 (6.5%) 5. Jpmorgan Core Plus Bond ETF (JCPB) — US$784.6万 (6.2%)
Alpha Advisors, LLC/VA 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Alpha Advisors, LLC/VA 共进行了 41 项显著调整：新建仓 2 个仓位、加仓 29 个既有持股、减仓 8 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Chevron CORP (CVX); 新建仓: Johnson & Johnson (JNJ); 清仓: Boeing Co/the (BA); 清仓: Proshares Short S&p500 (SH); 减仓: Jpmorgan Core Plus Bond ETF (JCPB) — 股数 -36.12%
Alpha Advisors, LLC/VA 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，Alpha Advisors, LLC/VA 的主要板块分布如下： • Information Technology: 56.5% • Financials: 18.2% • Industrials: 10.3% • Health Care: 4.8% • Communication Services: 4.3% • Energy: 3.5%