DA
Daybright Advisory Services, Inc.
分散型投資策略產業集中型趨勢追蹤型
申報總市值
US$3.6億
申報季度: 2026-03-31 · 持股檔數: 133
Daybright Advisory Services, Inc.在最新一期 13F 報告中揭露了 133 項持股，申報期為 2026-03-31，總持股市值約為 US$3.6億，季度換手率為 9.9%。
機構性格雪花圖
- 集中度
- 20.42
- 持倉穩定性
- 9.94
- 動能／逆勢
- 100
- 產業集中度
- 100
- 多樣化
- 100
- 倉位均衡度
- 75.84
近期動向
加碼 MU
+182.2% US$307.3萬
加碼 AGG
+5.6% US$164.3萬
減碼 APP
-76.7% -US$219.9萬
減碼 JPST
-23.5% -US$217.5萬
減碼 MSFT
+0.8% -US$205.3萬
加碼 VOO
+15.2% US$73.6萬
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 | 14.73% | +0.01% | +1.14% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.76% | -0.26% | +0.48% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.69% | +0.79% | +5.57% | |
| 4 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 4.33% | -0.18% | +1.22% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.91% | — | +6.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.95% | -0.16% | -0.37% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.69% | — | -1.43% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.29% | +0.28% | +15.18% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 2.01% | -0.03% | +5.89% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.96% | -0.51% | -23.52% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.96% | — | +2.57% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | -0.48% | +0.82% | |
| 13 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 1.80% | +0.16% | +7.42% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.67% | -0.13% | +0.51% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.65% | +0.16% | -0.40% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.61% | -0.10% | -0.51% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.60% | -0.19% | -0.63% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.53% | -0.11% | -3.94% | |
| 19 | IQLT | Ishares Msci International Q | ETF-其他 | 1.29% | — | -2.68% | |
| 20 | MU | Micron Technology INC | 股票-科技 | 1.21% | +0.86% | +182.16% | |
| 21 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.16% | -0.15% | -5.29% | |
| 22 | IGEB | Ishares Investment Grade Sys | ETF-投資等級公司債 | 1.04% | +0.08% | +6.61% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.97% | — | +0.13% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.97% | — | -1.56% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.94% | — | +0.27% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.85% | -0.04% | +1.12% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.85% | -0.03% | +0.10% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | — | -1.52% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.71% | +0.09% | +6.04% | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.68% | — | +0.78% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.62% | -0.04% | -4.20% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.61% | — | -3.93% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | — | +0.64% | |
| 34 | ANET | Arista Networks INC | 股票-科技 | 0.56% | — | — | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.52% | — | +1.15% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | -0.13% | -14.31% | |
| 37 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 0.49% | — | +2.75% | |
| 38 | CGGO | Cap Group Global Growth | ETF-其他 | 0.46% | — | +9.02% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | +6.24% | |
| 40 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.45% | -0.07% | — | |
| 41 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 0.44% | — | +0.62% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.43% | — | -5.23% | |
| 43 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.40% | +0.08% | +23.09% | |
| 44 | CLS | Celestica INC | 股票-科技 | 0.38% | — | — | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.36% | — | -1.08% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.36% | -0.06% | — | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.34% | -0.04% | -7.09% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | — | -2.32% | |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.34% | — | -0.87% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.33% | +0.07% | +20.63% |
1–50 of 133
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
Daybright Advisory Services, Inc. 在 2026-03-31 最顯著的持倉異動： 清倉: Servicenow INC (NOW); 新建倉: Schwab Emrg Mrkts Eqty ETF (SCHE); 新建倉: Vaneck Technlogy Trusctr ETF (TRUT); 新建倉: Vaneck Urani & Nuclr Etf-usd (NLR); 清倉: Tesla INC (TSLA).
FAQ
Daybright Advisory Services, Inc. 是什麼機構？屬於哪種投資人類型？
Daybright Advisory Services, 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$3.6億，分佈在 133 個已申報部位之中。
Daybright Advisory Services, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Daybright Advisory Services, Inc. 按市值排列的前幾大持股為：
1. Ishares Core S&p 500 ETF (IVV) — US$5321.7萬 (14.7%)
2. Nvidia CORP (NVDA) — US$3527.7萬 (9.8%)
3. Ishares Core U.s. Aggregate (AGG) — US$3499.7萬 (9.7%)
4. Fidelity Blue Chip Grow ETF (FBCG) — US$1564.0萬 (4.3%)
5. Apple INC (AAPL) — US$1413.8萬 (3.9%)
Daybright Advisory Services, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Daybright Advisory Services, Inc. 共進行了 48 項顯著調整：新建倉 8 個部位、加碼 17 個既有持股、減碼 15 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：清倉: Servicenow INC (NOW); 新建倉: Schwab Emrg Mrkts Eqty ETF (SCHE); 新建倉: Vaneck Technlogy Trusctr ETF (TRUT); 新建倉: Vaneck Urani & Nuclr Etf-usd (NLR); 清倉: Tesla INC (TSLA)
Daybright Advisory Services, 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，Daybright Advisory Services, Inc. 的主要板塊分佈如下：
• Information Technology: 71.3%
• Communication Services: 18.6%
• Consumer Discretionary: 4.9%
• Financials: 1.4%
• Industrials: 1.1%
• Energy: 1.0%