PF

PMG Family Office LLC

分散型投資策略產業集中型趨勢追蹤型

申報總市值

US$8955.0萬

申報季度: 2026-03-31 · 持股檔數: 100

PMG Family Office LLC在最新一期 13F 報告中揭露了 100 項持股，申報期為 2026-03-31，總持股市值約為 US$8955.0萬，季度換手率為 11.7%。

機構性格雪花圖

集中度
6.29
持倉穩定性
11.69
動能／逆勢
100
產業集中度
100
多樣化
100
倉位均衡度
92.4

近期動向

  • 加碼 XSSPX

    +148.3%　US$99.6萬

  • 加碼 SPYI

    +183.0%　US$51.3萬

  • 加碼 QQQI

    +109.8%　US$47.2萬

  • 加碼 GPIQ

    +97.8%　US$43.5萬

  • 減碼 CSQ

    +2.8%　-US$25.1萬

  • 加碼 FTQI

    +66.5%　US$33.0萬

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
1STKColumbia Slgmn Prem Tech Gr股票-其他3.25%-0.01%+0.10%
2JEPQJPM Nasdaq Equity PremiumETF-科技型3.08%—+5.68%
3CSQCalamos Strat Ttl Rtrn Fnd股票-其他3.08%-0.40%+2.79%
4QYLGGlobal X Nasdaq 100 Covc GrwETF-科技型2.88%-0.03%+7.38%
5BSTBlackrock Science & Tech Tr股票-其他2.61%-0.33%+2.52%
6TYLGGlobal X Inf Tech Cov CallETF-科技型2.50%+0.01%+10.60%
7IQQQProshares Ndx High Incom ETFETF-其他2.47%+0.18%+19.24%
8JEPIJpmorgan Equity Premium IncoETF-其他2.42%—+5.56%
9NVDANvidia CORP股票-科技2.31%-0.17%+2.99%
10XEVTXEaton Vance Tax-adv Dvd INC股票-其他2.23%-0.01%+5.78%
11ADXAdams Diversified Equity股票-其他2.04%—+4.56%
12XSSPXNuveen S&p 500 Dynam Overwr股票-其他2.02%+1.08%+148.29%
13EOSEaton Vance Enh Eqt INC Ii股票-其他1.93%-0.19%+7.56%
14ISPYProshares S&p High Incom ETFETF-其他1.93%+0.21%+21.99%
15QQQXNuveen Nasdaq 100 Dyn Overwr股票-其他1.83%-0.13%+0.70%
16XYLGGlobal X S&p 500 Covc & GrwETF-大型股與成長1.76%—+3.56%
17XETYXEaton Vance Tax-mgd Div Eqty股票-其他1.75%-0.12%+7.82%
18EOIEaton Vance Enhanced Eq Incm股票-其他1.71%—+7.24%
19USALiberty All Star Equity Fund股票-其他1.65%-0.16%+9.59%
20DSUBlackrock Debt Strategies股票-其他1.61%+0.17%+23.23%
21QYLDGlobal X Nasd 100 Cov CallETF-其他1.61%—+2.37%
22ETVEaton Vance T/m Buy-writ Opp股票-其他1.57%—+1.96%
23XYLDGlobal X S&p 500 Cove Call EETF-大型股與成長1.52%—+4.09%
24UTFCohen & Steers Infrastructur股票-其他1.48%+0.08%+2.00%
25BSTZBlackrock Sci & Tech Trm Tr股票-其他1.41%—+1.76%
26CCDCalamos Dyn Convert & INC股票-其他1.37%+0.03%+3.96%
27FFAFirst Trust Enhan Eqty INC股票-其他1.32%-0.14%+1.19%
28ETBEaton Vance T/m Buy-wrt INC股票-其他1.23%—+2.25%
29CIIBlackrock Enhan Lrg Cap Core股票-其他1.22%—+7.92%
30QQQInvesco Qqq Trust Series 1ETF-科技型1.21%—+2.79%
31CHICalamos Convert Opport & INC股票-其他1.19%+0.04%+3.88%
32ACVVirtus Divers INC & Convert股票-其他1.17%-0.12%+1.51%
33UTGReaves Utility Income Fund股票-其他1.13%+0.05%+0.96%
34TBLDThornburg Income Builder Opp股票-其他1.13%+0.02%+0.23%
35ETGEaton Vance T/a Gl Dvd Incm股票-其他1.11%-0.19%+1.26%
36XCHYXCalamos Convert & High INC股票-其他1.10%—+3.91%
37GOFGuggenheim Strategic Opport股票-其他1.09%+0.14%+39.95%
38QQQINeos Nasdaq-100 High INC ETFETF-科技型1.09%+0.51%+109.79%
39GPIQGs Nasdaq-100 Pr INC Etf-usdETF-科技型1.06%+0.47%+97.81%
40ASGLiberty All-star Growth Fd股票-其他1.05%—+9.48%
41FTQIFirst Trust Nasdaq BuywriteETF-科技型0.99%+0.35%+66.51%
42BUIBlckrck Util Infra & Pwr Opp股票-其他0.99%—+0.25%
43ETJEaton Vance Rsk-mgd Divers股票-其他0.92%—+6.41%
44SPYINeos S&p 500 High Income ETFETF-大型股與成長0.92%+0.56%+183.03%
45GABGabelli Equity Trust股票-其他0.90%-0.09%+4.25%
46BDJBlackrock Enhanced Eqty Dvd股票-其他0.89%-0.10%+1.98%
47AIOVirtus Artific Intel & Tech股票-其他0.88%+0.05%+11.97%
48AAPLApple INC股票-科技0.88%-0.08%+0.78%
49XNIEXVirtus Equity & Convertible股票-其他0.83%—+7.53%
50HTDJohn Hancock Tax Adv Dvd INC股票-其他0.80%—+1.37%
1–50 of 100

本季持股變動

PMG Family Office LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Nuveen Dow 30 Dynamic Overwr (XDIAX); 新建倉: Gldm SA S&p 500 Pr In Etf-us (GPIX); 清倉: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建倉: Chevron CORP (CVX); 新建倉: American Electric Power (AEP).

PMG Family Office LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1XSSPXNuveen S&p 500 Dynam Overwr+1.1%+148.29%加碼
2SPYINeos S&p 500 High Income ETF+0.6%+183.03%加碼
3QQQINeos Nasdaq-100 High INC ETF+0.5%+109.79%加碼
4GPIQGs Nasdaq-100 Pr INC Etf-usd+0.5%+97.81%加碼
5FTQIFirst Trust Nasdaq Buywrite+0.4%+66.51%加碼
6FTHIFthi/first Trust Exchange-tr+0.3%+83.03%加碼
7ISPYProshares S&p High Incom ETF+0.2%+21.99%加碼
8IQQQProshares Ndx High Incom ETF+0.2%+19.24%加碼
9DSUBlackrock Debt Strategies+0.2%+23.23%加碼
10GOFGuggenheim Strategic Opport+0.1%+39.95%加碼
11XOMExxon Mobil CORP+0.1%—不變
12UTFCohen & Steers Infrastructur+0.1%+2.00%加碼
13EPDEnterprise Products Partners+0.1%—不變
14LRCXLam Research CORP+0.1%+0.58%加碼
15UTGReaves Utility Income Fund+0.1%+0.96%加碼
16AIOVirtus Artific Intel & Tech+0.1%+11.97%加碼
17CHICalamos Convert Opport & INC0%+3.88%加碼
18CCDCalamos Dyn Convert & INC0%+3.96%加碼
19TBLDThornburg Income Builder Opp0%+0.23%加碼
20TYLGGlobal X Inf Tech Cov Call0%+10.60%加碼
21JEPIJpmorgan Equity Premium Inco—+5.56%加碼
22STKColumbia Slgmn Prem Tech Gr0%+0.10%加碼
23XEVTXEaton Vance Tax-adv Dvd INC0%+5.78%加碼
24QYLGGlobal X Nasdaq 100 Covc Grw0%+7.38%加碼
25AMZNAmazon.com INC-0.1%+0.80%加碼
26AAPLApple INC-0.1%+0.78%加碼
27GABGabelli Equity Trust-0.1%+4.25%加碼
28BXBlackstone INC-0.1%+14.76%加碼
29BDJBlackrock Enhanced Eqty Dvd-0.1%+1.98%加碼
30LDOSLeidos Holdings INC-0.1%—不變
31APOApollo Global Management INC-0.1%+8.02%加碼
32ACVVirtus Divers INC & Convert-0.1%+1.51%加碼
33XETYXEaton Vance Tax-mgd Div Eqty-0.1%+7.82%加碼
34QQQXNuveen Nasdaq 100 Dyn Overwr-0.1%+0.70%加碼
35FFAFirst Trust Enhan Eqty INC-0.1%+1.19%加碼
36USALiberty All Star Equity Fund-0.2%+9.59%加碼
37NVDANvidia CORP-0.2%+2.99%加碼
38ETGEaton Vance T/a Gl Dvd Incm-0.2%+1.26%加碼
39EOSEaton Vance Enh Eqt INC Ii-0.2%+7.56%加碼
40MSFTMicrosoft CORP-0.2%+4.19%加碼
41BSTBlackrock Science & Tech Tr-0.3%+2.52%加碼
42CSQCalamos Strat Ttl Rtrn Fnd-0.4%+2.79%加碼
43XDIAXNuveen Dow 30 Dynamic Overwr—EXIT清倉
44GPIXGldm SA S&p 500 Pr In Etf-us—NEW新建倉
45XBXMXNuveen S&p 500 Buy-wr INC—EXIT清倉
46CVXChevron CORP—NEW新建倉
47AEPAmerican Electric Power—NEW新建倉
48SCHDSchwab US Dvd Equity ETF—NEW新建倉
49SPHYSs Spdr P High Yield ETF—NEW新建倉
50DIASs Spdr Dow Jones Indus Avg—EXIT清倉

FAQ

PMG Family Office LLC 是什麼機構？屬於哪種投資人類型？
PMG Family Office 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$8955.0萬，分佈在 100 個已申報部位之中。
PMG Family Office LLC 目前前幾大持股有哪些？
根據最新 13F 申報，PMG Family Office LLC 按市值排列的前幾大持股為： 1. Columbia Slgmn Prem Tech Gr (STK) — US$290.8萬 (3.3%) 2. JPM Nasdaq Equity Premium (JEPQ) — US$276.3萬 (3.1%) 3. Calamos Strat Ttl Rtrn Fnd (CSQ) — US$276.1萬 (3.1%) 4. Global X Nasdaq 100 Covc Grw (QYLG) — US$257.5萬 (2.9%) 5. Blackrock Science & Tech Tr (BST) — US$233.8萬 (2.6%)
PMG Family Office LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，PMG Family Office LLC 共進行了 47 項顯著調整：新建倉 5 個部位、加碼 39 個既有持股、減碼 0 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：清倉: Nuveen Dow 30 Dynamic Overwr (XDIAX); 新建倉: Gldm SA S&p 500 Pr In Etf-us (GPIX); 清倉: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建倉: Chevron CORP (CVX); 新建倉: American Electric Power (AEP)
PMG Family Office 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，PMG Family Office LLC 的主要板塊分佈如下： • Information Technology: 61.7% • Financials: 11.8% • Consumer Discretionary: 11.7% • Energy: 8.0% • Consumer Staples: 3.6% • Industrials: 3.1%