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JM2 Capital 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$1.2億

申報季度: 2026-03-31 · 持股檔數: 114

JM2 Capital Inc.在最新一期 13F 報告中揭露了 114 項持股，申報期為 2026-03-31，總持股市值約為 US$1.2億，季度換手率為 13.0%。

機構性格雪花圖

集中度
9.66
持倉穩定性
13.04
動能／逆勢
100
產業集中度
70.34
多樣化
100
倉位均衡度
86.7

近期動向

  • 減碼 MSFT

    +5.5%　-US$104.4萬

  • 加碼 COST

    +0.2%　US$40.4萬

  • 加碼 MU

    +0.9%　US$32.2萬

  • 減碼 GOOGL

    -0.0%　-US$57.3萬

  • 減碼 AAPL

    -0.5%　-US$61.3萬

  • 減碼 TSLA

    -0.6%　-US$41.8萬

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
1NVDANvidia CORP股票-科技7.08%-0.26%-0.10%
2AAPLApple INC股票-科技6.65%-0.29%-0.49%
3GOOGLAlphabet Inc-cl A股票-通訊服務5.34%-0.30%-0.04%
4VGTVanguard Info Tech ETFETF-科技型3.86%-0.19%-0.18%
5MSFTMicrosoft CORP股票-科技3.62%-0.73%+5.46%
6METAMeta Platforms Inc-class A股票-通訊服務2.91%-0.18%+5.33%
7AMZNAmazon.com INC股票-循環性消費2.86%-0.18%+1.10%
8SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長2.71%—+4.93%
9COSTCostco Wholesale CORP股票-非循環性消費2.46%+0.40%+0.17%
10AVGOBroadcom INC股票-科技2.38%-0.21%-0.23%
11SCHXSchwab US Large-cap ETFETF-其他2.38%-0.05%-0.30%
12VVisa Inc-class A Shares股票-金融1.94%-0.25%-0.31%
13MUMicron Technology INC股票-科技1.64%+0.31%+0.90%
14TSLATesla INC股票-循環性消費1.60%-0.29%-0.55%
15GOOGAlphabet Inc-cl C股票-通訊服務1.57%-0.10%—
16JPMJpmorgan Chase & Co股票-金融1.50%-0.09%+0.08%
17WMTWalmart INC股票-非循環性消費1.49%+0.20%+0.14%
18VFHVanguard Financials ETFETF-其他1.46%-0.11%-0.17%
19VCRVanguard Consumer Discre ETFETF-其他1.45%-0.09%-0.10%
20SCHASchwab US Small-cap ETFETF-其他1.40%+0.20%+10.48%
21JPSTJpmorgan Ultra-short IncomeETF-其他1.31%—+0.99%
22JCPBJpmorgan Core Plus Bond ETFETF-其他1.16%+0.14%+10.96%
23AMDAdvanced Micro Devices股票-科技1.11%—+2.55%
24IVVIshares Core S&p 500 ETFETF-大型股與成長0.98%——
25XLKSs Technology Select SectorETF-科技型0.97%—+6.74%
26NFLXNetflix INC股票-通訊服務0.97%—-0.57%
27SCHMSchwab US Mid Cap ETFETF-其他0.93%+0.19%+18.53%
28DHRDanaher CORP股票-醫療保健0.91%-0.16%-0.62%
29XLESs Energy Select SectorETF-其他0.88%+0.27%+1.22%
30BLKBlackrock INC股票-金融0.82%—+0.78%
31HDHome Depot INC股票-循環性消費0.81%—+0.34%
32VHTVanguard Health Care ETFETF-其他0.79%——
33HONHoneywell International INC股票-工業0.78%+0.12%—
34XLCSs Comm Select Sector SpdrETF-其他0.78%—+6.13%
35JNJJohnson & Johnson股票-醫療保健0.75%+0.14%+0.73%
36ICEIntercontinental Exchange In股票-金融0.74%——
37CCitigroup INC股票-金融0.71%—+1.06%
38TMOThermo Fisher Scientific INC股票-醫療保健0.69%-0.12%-2.19%
39APHAmphenol Corp-cl A股票-科技0.69%—-0.98%
40COFCapital One Financial CORP股票-金融0.69%-0.19%+0.22%
41LLYEli Lilly & Co股票-醫療保健0.67%-0.10%-1.13%
42VDEVanguard Energy ETFETF-其他0.67%+0.20%—
43CVXChevron CORP股票-能源0.66%+0.19%—
44RTXRtx CORP股票-工業0.64%——
45URIUnited Rentals INC股票-工業0.63%—+0.29%
46BSCSInvesco Bulletshares 2028 CbETF-其他0.62%—+5.52%
47BKNGBooking Holdings INC股票-循環性消費0.62%-0.15%-1.12%
48AVDEAvantis International EquityETF-其他0.61%+0.21%+45.49%
49ACNAccenture plc股票-科技0.60%-0.19%-1.17%
50AMATApplied Materials INC股票-科技0.59%+0.16%-0.48%
1–50 of 114

本季持股變動

JM2 Capital Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Thornburg Interntin Eqty ETF (TXUE); 新建倉: Seagate Technology Holdings plc (STX); 新建倉: Phillips 66 (PSX); 新建倉: Conocophillips (COP); 新建倉: Avantis US Small Cap Value (AVUV).

JM2 Capital Inc. 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
1COSTCostco Wholesale CORP+0.4%+0.17%加碼
2MUMicron Technology INC+0.3%+0.90%加碼
3XLESs Energy Select Sector+0.3%+1.22%加碼
4AVDEAvantis International Equity+0.2%+45.49%加碼
5VDEVanguard Energy ETF+0.2%—不變
6SCHASchwab US Small-cap ETF+0.2%+10.48%加碼
7WMTWalmart INC+0.2%+0.14%加碼
8CVXChevron CORP+0.2%—不變
9SCHMSchwab US Mid Cap ETF+0.2%+18.53%加碼
10XOMExxon Mobil CORP+0.2%-0.24%減碼
11AMATApplied Materials INC+0.2%-0.48%減碼
12JNJJohnson & Johnson+0.1%+0.73%加碼
13JCPBJpmorgan Core Plus Bond ETF+0.1%+10.96%加碼
14HONHoneywell International INC+0.1%—不變
15SCHXSchwab US Large-cap ETF-0.1%-0.30%減碼
16VCRVanguard Consumer Discre ETF-0.1%-0.10%減碼
17JPMJpmorgan Chase & Co-0.1%+0.08%加碼
18CRMSalesforce INC-0.1%+2.40%加碼
19GOOGAlphabet Inc-cl C-0.1%—不變
20LLYEli Lilly & Co-0.1%-1.13%減碼
21VFHVanguard Financials ETF-0.1%-0.17%減碼
22TMOThermo Fisher Scientific INC-0.1%-2.19%減碼
23QCOMQualcomm INC-0.1%+1.30%加碼
24BKNGBooking Holdings INC-0.2%-1.12%減碼
25DHRDanaher CORP-0.2%-0.62%減碼
26METAMeta Platforms Inc-class A-0.2%+5.33%加碼
27AMZNAmazon.com INC-0.2%+1.10%加碼
28VGTVanguard Info Tech ETF-0.2%-0.18%減碼
29COFCapital One Financial CORP-0.2%+0.22%加碼
30ACNAccenture plc-0.2%-1.17%減碼
31AVGOBroadcom INC-0.2%-0.23%減碼
32VVisa Inc-class A Shares-0.3%-0.31%減碼
33NVDANvidia CORP-0.3%-0.10%減碼
34AAPLApple INC-0.3%-0.49%減碼
35TSLATesla INC-0.3%-0.55%減碼
36GOOGLAlphabet Inc-cl A-0.3%-0.04%減碼
37MSFTMicrosoft CORP-0.7%+5.46%加碼
38TXUEThornburg Interntin Eqty ETF—NEW新建倉
39STXSeagate Technology Holdings plc—NEW新建倉
40PSXPhillips 66—NEW新建倉
41COPConocophillips—NEW新建倉
42AVUVAvantis US Small Cap Value—NEW新建倉
43AKREAkre Focus ETF—EXIT清倉
44ORCLOracle CORP—EXIT清倉
45ABTAbbott Laboratories—EXIT清倉
46KOCoca-cola Co/the—NEW新建倉
47LMTLockheed Martin CORP—NEW新建倉
48TELTE Connectivity plc—EXIT清倉
49MDLZMondelez International Inc-a—NEW新建倉
50PLTRPalantir Technologies Inc-a—EXIT清倉

FAQ

JM2 Capital Inc. 是什麼機構？屬於哪種投資人類型？
JM2 Capital 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$1.2億，分佈在 114 個已申報部位之中。
JM2 Capital Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，JM2 Capital Inc. 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$853.1萬 (7.1%) 2. Apple INC (AAPL) — US$801.9萬 (6.7%) 3. Alphabet Inc-cl A (GOOGL) — US$644.2萬 (5.3%) 4. Vanguard Info Tech ETF (VGT) — US$465.5萬 (3.9%) 5. Microsoft CORP (MSFT) — US$436.9萬 (3.6%)
JM2 Capital Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，JM2 Capital Inc. 共進行了 46 項顯著調整：新建倉 8 個部位、加碼 16 個既有持股、減碼 17 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：新建倉: Thornburg Interntin Eqty ETF (TXUE); 新建倉: Seagate Technology Holdings plc (STX); 新建倉: Phillips 66 (PSX); 新建倉: Conocophillips (COP); 新建倉: Avantis US Small Cap Value (AVUV)
JM2 Capital 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，JM2 Capital Inc. 的主要板塊分佈如下： • Information Technology: 41.1% • Communication Services: 17.8% • Financials: 10.8% • Consumer Discretionary: 10.3% • Consumer Staples: 7.3% • Health Care: 6.4%