MW

M3 Wealth Management, LLC

趨勢追蹤型高品質投資策略分散型投資策略

申報總市值

US$1.3億

申報季度: 2026-03-31 · 持股檔數: 35

M3 Wealth Management, LLC在最新一期 13F 報告中揭露了 35 項持股，申報期為 2026-03-31，總持股市值約為 US$1.3億，季度換手率為 13.5%。

機構性格雪花圖

集中度
16.89
持倉穩定性
13.48
動能／逆勢
100
產業集中度
38.36
多樣化
70
倉位均衡度
92.98

近期動向

  • 加碼 VLO

    -1.6%　US$138.0萬

  • 減碼 TSLA

    -1.5%　-US$86.5萬

  • 減碼 GOOGL

    -3.1%　-US$73.7萬

  • 加碼 GEV

    -1.0%　US$135.3萬

  • 減碼 QCOM

    +0.3%　-US$77.8萬

  • 減碼 AMZN

    -1.1%　-US$44.9萬

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
1VIGVanguard Dividend Apprec ETFETF-其他8.50%-0.09%+6.98%
2SPTMSs Spdr P S&p 1500 Comp ETFETF-其他8.39%-0.21%+7.71%
3RSPInvesco S&p 500 Equal WeightETF-大型股與成長8.39%+0.14%+7.46%
4GOOGLAlphabet Inc-cl A股票-通訊服務4.59%-0.87%-3.13%
5GEVGE Vernova INC股票-工業4.28%+0.85%-1.03%
6JNJJohnson & Johnson股票-醫療保健3.49%+0.32%-1.36%
7VEUVanguard Ftse All-world Ex-uETF-其他3.32%+0.20%+10.30%
8AAPLApple INC股票-科技3.26%-0.44%-0.22%
9VLOValero Energy CORP股票-能源3.21%+0.93%-1.57%
10VOVanguard Mid-cap ETFETF-其他3.17%+0.11%+10.79%
11COSTCostco Wholesale CORP股票-非循環性消費3.10%+0.22%-1.15%
12IJRIshares Core S&p Small-cap EETF-中小型股2.92%+0.30%+14.03%
13TSLATesla INC股票-循環性消費2.92%-0.87%-1.52%
14ABBVAbbvie INC股票-醫療保健2.91%-0.36%-0.99%
15AMZNAmazon.com INC股票-循環性消費2.87%-0.53%-1.08%
16WMWaste Management INC股票-工業2.82%-0.07%-1.04%
17LMTLockheed Martin CORP股票-工業2.76%+0.43%+0.02%
18SYKStryker CORP股票-醫療保健2.50%-0.34%-0.27%
19SOSouthern Co/the股票-公用事業2.39%+0.11%+0.17%
20VVisa Inc-class A Shares股票-金融2.26%-0.51%+0.05%
21CSXCsx CORP股票-工業2.24%+0.16%+0.63%
22GSGoldman Sachs Group INC股票-金融2.24%-0.19%+1.59%
23NEENextera Energy INC股票-公用事業2.13%+0.21%+1.58%
24ORealty Income CORP股票-房地產2.01%+0.08%+1.62%
25DISWalt Disney Co/the股票-通訊服務1.88%-0.46%+0.62%
26PEPPepsico INC股票-非循環性消費1.87%+0.06%+1.30%
27ETNEaton Corporation plc股票-工業1.87%+0.18%+4.10%
28QCOMQualcomm INC股票-科技1.85%-0.74%+0.27%
29HDHome Depot INC股票-循環性消費1.81%-0.19%+0.13%
30PANWPalo Alto Networks INC股票-科技1.62%-0.28%+3.86%
31TGTTarget CORP股票-循環性消費1.01%+1.01%NEW
32PHParker Hannifin CORP股票-工業0.55%-0.04%-4.23%
33HDVIshares Core High Dividend EETF-其他0.31%+0.31%NEW
34SCHYSchwab International Dvd ETFETF-其他0.30%+0.30%NEW
35VIGIVanguard Int Div App Indx FdETF-其他0.29%+0.29%NEW

本季持股變動

M3 Wealth Management, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Target CORP (TGT); 新建倉: Ishares Core High Dividend E (HDV); 新建倉: Schwab International Dvd ETF (SCHY); 新建倉: Vanguard Int Div App Indx Fd (VIGI); 減碼: Valero Energy CORP (VLO) — 股數 -1.57%.

M3 Wealth Management, 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
1VLOValero Energy CORP+0.9%-1.57%減碼
2GEVGE Vernova INC+0.9%-1.03%減碼
3LMTLockheed Martin CORP+0.4%+0.02%加碼
4JNJJohnson & Johnson+0.3%-1.36%減碼
5IJRIshares Core S&p Small-cap E+0.3%+14.03%加碼
6COSTCostco Wholesale CORP+0.2%-1.15%減碼
7NEENextera Energy INC+0.2%+1.58%加碼
8VEUVanguard Ftse All-world Ex-u+0.2%+10.30%加碼
9ETNEaton Corporation plc+0.2%+4.10%加碼
10CSXCsx CORP+0.2%+0.63%加碼
11RSPInvesco S&p 500 Equal Weight+0.1%+7.46%加碼
12VOVanguard Mid-cap ETF+0.1%+10.79%加碼
13SOSouthern Co/the+0.1%+0.17%加碼
14ORealty Income CORP+0.1%+1.62%加碼
15PEPPepsico INC+0.1%+1.30%加碼
16PHParker Hannifin CORP0%-4.23%減碼
17WMWaste Management INC-0.1%-1.04%減碼
18VIGVanguard Dividend Apprec ETF-0.1%+6.98%加碼
19HDHome Depot INC-0.2%+0.13%加碼
20GSGoldman Sachs Group INC-0.2%+1.59%加碼
21SPTMSs Spdr P S&p 1500 Comp ETF-0.2%+7.71%加碼
22PANWPalo Alto Networks INC-0.3%+3.86%加碼
23SYKStryker CORP-0.3%-0.27%減碼
24ABBVAbbvie INC-0.4%-0.99%減碼
25AAPLApple INC-0.4%-0.22%減碼
26DISWalt Disney Co/the-0.5%+0.62%加碼
27VVisa Inc-class A Shares-0.5%+0.05%加碼
28AMZNAmazon.com INC-0.5%-1.08%減碼
29QCOMQualcomm INC-0.7%+0.27%加碼
30TSLATesla INC-0.9%-1.52%減碼
31GOOGLAlphabet Inc-cl A-0.9%-3.13%減碼
32TGTTarget CORP—NEW新建倉
33HDVIshares Core High Dividend E—NEW新建倉
34SCHYSchwab International Dvd ETF—NEW新建倉
35VIGIVanguard Int Div App Indx Fd—NEW新建倉

FAQ

M3 Wealth Management, LLC 是什麼機構？屬於哪種投資人類型？
M3 Wealth Management, 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$1.3億，分佈在 35 個已申報部位之中。
M3 Wealth Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，M3 Wealth Management, LLC 按市值排列的前幾大持股為： 1. Vanguard Dividend Apprec ETF (VIG) — US$1103.9萬 (8.5%) 2. Ss Spdr P S&p 1500 Comp ETF (SPTM) — US$1089.7萬 (8.4%) 3. Invesco S&p 500 Equal Weight (RSP) — US$1089.5萬 (8.4%) 4. Alphabet Inc-cl A (GOOGL) — US$595.8萬 (4.6%) 5. GE Vernova INC (GEV) — US$555.8萬 (4.3%)
M3 Wealth Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，M3 Wealth Management, LLC 共進行了 35 項顯著調整：新建倉 4 個部位、加碼 19 個既有持股、減碼 12 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Target CORP (TGT); 新建倉: Ishares Core High Dividend E (HDV); 新建倉: Schwab International Dvd ETF (SCHY); 新建倉: Vanguard Int Div App Indx Fd (VIGI); 減碼: Valero Energy CORP (VLO) — 股數 -1.57%
M3 Wealth Management, 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，M3 Wealth Management, LLC 的主要板塊分佈如下： • Industrials: 22.5% • Health Care: 13.8% • Consumer Discretionary: 13.3% • Information Technology: 10.4% • Communication Services: 10.0% • Consumer Staples: 7.7%