BF

Boyer Financial Services, Inc.

趨勢追蹤型分散型投資策略產業集中型

申報總市值

US$9431.7萬

申報季度: 2026-03-31 · 持股檔數: 44

Boyer Financial Services, Inc.在最新一期 13F 報告中揭露了 44 項持股，申報期為 2026-03-31，總持股市值約為 US$9431.7萬，季度換手率為 11.5%。

機構性格雪花圖

集中度
24.6
持倉穩定性
11.46
動能／逆勢
100
產業集中度
91.11
多樣化
88
倉位均衡度
86.79

近期動向

  • 加碼 CGBL

    +15.4%　US$105.3萬

  • 減碼 JBND

    -24.5%　-US$94.7萬

  • 加碼 JIRE

    +32.7%　US$51.1萬

  • 減碼 SMTH

    -31.1%　-US$47.8萬

  • 加碼 CGDG

    +4.5%　US$43.8萬

  • 加碼 CGMM

    +21.3%　US$40.1萬

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
1CGDGCap Group Dividend GrowersETF-其他11.31%+0.46%+4.45%
2CGBLCap Group Core BalancedETF-其他10.69%+1.12%+15.37%
3CGDVCap Group Dividend ValueETF-其他10.13%+0.17%+5.13%
4CGGRCap Group Growth EquityETF-其他8.88%-0.15%+9.06%
5CGGOCap Group Global GrowthETF-其他6.13%+0.20%+8.89%
6CGCBCap Group Core BondETF-其他5.39%+0.10%+2.87%
7CGCPCap Group Core Plus IncomeETF-其他4.91%+0.20%+5.77%
8SDVYFirst Trust Smid Cap RisingETF-其他4.05%+0.11%+1.09%
9CGUSCap Group Core EquityETF-其他4.05%+0.05%+6.33%
10CGMSCap Group US Multi-sect BondETF-其他3.78%-0.12%-1.52%
11JBNDJpmorgan Active Bond ETFETF-其他3.04%-1.00%-24.53%
12SCHDSchwab US Dvd Equity ETFETF-其他2.64%+0.42%+7.53%
13CGMMCap Group Small And Mid CapETF-其他2.37%+0.42%+21.26%
14CGGECap Group Global EqETF-其他2.35%+0.18%+13.57%
15TBGTbg Dividend Focus ETFETF-其他2.32%-0.13%-8.78%
16JIREJpmorgan Int Res Enh EqtyETF-其他2.21%+0.54%+32.71%
17CGNGCap Group New Geography EqETF-其他2.07%+0.22%+15.64%
18RDVYFirst Trust Rising DividendETF-其他1.64%+0.30%+25.69%
19WCMIFt Wcm International ETFETF-其他1.62%+0.37%+33.92%
20SMTHAlps Smth Cor Bd Plus ETFETF-其他1.08%-0.51%-31.09%
21CGSDCap Group Short DurationETF-其他1.01%+0.22%+29.02%
22FWDAB Disruptors ETFETF-其他0.71%+0.15%+24.36%
23MSFTMicrosoft CORP股票-科技0.70%-0.28%-8.66%
24AMZNAmazon.com INC股票-循環性消費0.68%+0.07%+21.15%
25QTUMDefiance Quantum ETFETF-其他0.63%+0.01%+7.58%
26TSLATesla INC股票-循環性消費0.62%-0.34%-24.18%
27NVDANvidia CORP股票-科技0.61%-0.25%-23.08%
28AAPLApple INC股票-科技0.48%-0.23%-27.49%
29VTIVanguard Total Stock Mkt ETFETF-其他0.44%-0.03%-2.19%
30TSMTaiwan Semiconductor-sp Adr股票-科技0.41%-0.28%-43.17%
31EPDEnterprise Products Partners股票-能源0.40%+0.06%—
32AVGOBroadcom INC股票-科技0.36%-0.36%-44.40%
33PSAPublic Storage股票-房地產0.32%——
34CVXChevron CORP股票-能源0.31%+0.06%-6.67%
35GOOGLAlphabet Inc-cl A股票-通訊服務0.28%-0.11%-21.31%
36LENLennar Corp-a股票-循環性消費0.27%-0.06%—
37SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.24%-0.02%-1.13%
38GLDSpdr Gold SharesETF-避險與商品0.24%+0.02%-0.58%
39JNJJohnson & Johnson股票-醫療保健0.22%+0.22%NEW
40VGTVanguard Info Tech ETFETF-科技型0.21%-0.02%-1.37%
41✓ 股票-其他0.11%-0.08%+17.88%
42CRDLCardiol Therapeutics Inc-a股票-其他0.03%—-30.21%
43MNTKMontauk Renewables INC股票-其他0.03%+0.03%NEW
44✓ Kindly Md INC股票-其他0.01%——

本季持股變動

Boyer Financial Services, Inc. 在 2026-03-31 最顯著的持倉異動： 清倉: Emcor Group INC (EME); 清倉: T Rowe Prc Cap Appreciation (TCAF); 清倉: Apogee Therapeutics INC (APGE); 清倉: Meta Platforms Inc-class A (META); 新建倉: Johnson & Johnson (JNJ).

Boyer Financial Services, 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
1CGBLCap Group Core Balanced+1.1%+15.37%加碼
2JIREJpmorgan Int Res Enh Eqty+0.5%+32.71%加碼
3CGDGCap Group Dividend Growers+0.5%+4.45%加碼
4CGMMCap Group Small And Mid Cap+0.4%+21.26%加碼
5SCHDSchwab US Dvd Equity ETF+0.4%+7.53%加碼
6WCMIFt Wcm International ETF+0.4%+33.92%加碼
7RDVYFirst Trust Rising Dividend+0.3%+25.69%加碼
8CGNGCap Group New Geography Eq+0.2%+15.64%加碼
9CGSDCap Group Short Duration+0.2%+29.02%加碼
10CGCPCap Group Core Plus Income+0.2%+5.77%加碼
11CGGOCap Group Global Growth+0.2%+8.89%加碼
12CGGECap Group Global Eq+0.2%+13.57%加碼
13CGDVCap Group Dividend Value+0.2%+5.13%加碼
14FWDAB Disruptors ETF+0.2%+24.36%加碼
15SDVYFirst Trust Smid Cap Rising+0.1%+1.09%加碼
16CGCBCap Group Core Bond+0.1%+2.87%加碼
17AMZNAmazon.com INC+0.1%+21.15%加碼
18CVXChevron CORP+0.1%-6.67%減碼
19EPDEnterprise Products Partners+0.1%—不變
20CGUSCap Group Core Equity+0.1%+6.33%加碼
21GLDSpdr Gold Shares0%-0.58%減碼
22QTUMDefiance Quantum ETF0%+7.58%加碼
23VGTVanguard Info Tech ETF0%-1.37%減碼
24SPYSs Spdr S&p 500 ETF Trust-us0%-1.13%減碼
25VTIVanguard Total Stock Mkt ETF0%-2.19%減碼
26LENLennar Corp-a-0.1%—不變
27✓ -0.1%+17.88%加碼
28GOOGLAlphabet Inc-cl A-0.1%-21.31%減碼
29CGMSCap Group US Multi-sect Bond-0.1%-1.52%減碼
30TBGTbg Dividend Focus ETF-0.1%-8.78%減碼
31CGGRCap Group Growth Equity-0.2%+9.06%加碼
32AAPLApple INC-0.2%-27.49%減碼
33NVDANvidia CORP-0.3%-23.08%減碼
34MSFTMicrosoft CORP-0.3%-8.66%減碼
35TSMTaiwan Semiconductor-sp Adr-0.3%-43.17%減碼
36TSLATesla INC-0.3%-24.18%減碼
37AVGOBroadcom INC-0.4%-44.40%減碼
38SMTHAlps Smth Cor Bd Plus ETF-0.5%-31.09%減碼
39JBNDJpmorgan Active Bond ETF-1%-24.53%減碼
40EMEEmcor Group INC—EXIT清倉
41TCAFT Rowe Prc Cap Appreciation—EXIT清倉
42APGEApogee Therapeutics INC—EXIT清倉
43METAMeta Platforms Inc-class A—EXIT清倉
44JNJJohnson & Johnson—NEW新建倉
45BUFRFt Vest Lad Buffervetf-usd I—EXIT清倉
46JEPIJpmorgan Equity Premium Inco—EXIT清倉
47MRKRMarker Therapeutics INC—EXIT清倉
48OPALOpal Fuels Inc-a—EXIT清倉
49MNTKMontauk Renewables INC—NEW新建倉
50NIPGNip Group INC—EXIT清倉

FAQ

Boyer Financial Services, Inc. 是什麼機構？屬於哪種投資人類型？
Boyer Financial 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$9431.7萬，分佈在 44 個已申報部位之中。
Boyer Financial Services, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Boyer Financial Services, Inc. 按市值排列的前幾大持股為： 1. Cap Group Dividend Growers (CGDG) — US$1066.8萬 (11.3%) 2. Cap Group Core Balanced (CGBL) — US$1008.0萬 (10.7%) 3. Cap Group Dividend Value (CGDV) — US$955.2萬 (10.1%) 4. Cap Group Growth Equity (CGGR) — US$837.5萬 (8.9%) 5. Cap Group Global Growth (CGGO) — US$578.4萬 (6.1%)
Boyer Financial 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，Boyer Financial Services, Inc. 共進行了 48 項顯著調整：新建倉 2 個部位、加碼 21 個既有持股、減碼 16 個部位，並完全清倉 9 個持股。 其中幅度最大的異動：清倉: Emcor Group INC (EME); 清倉: T Rowe Prc Cap Appreciation (TCAF); 清倉: Apogee Therapeutics INC (APGE); 清倉: Meta Platforms Inc-class A (META); 新建倉: Johnson & Johnson (JNJ)
Boyer Financial 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，Boyer Financial Services, Inc. 的主要板塊分佈如下： • Information Technology: 45.1% • Consumer Discretionary: 27.7% • Energy: 12.6% • Real Estate: 5.6% • Communication Services: 5.0% • Health Care: 3.9%