VC
Vines Capital Management, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$1.0亿
申报季度: 2026-03-31 · 持股只数: 88
Vines Capital Management, LLC在最新一期 13F 报告中披露了 88 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 11.0%。
机构性格雪花图
- 集中度
- 22.52
- 持仓稳定性
- 11.04
- 动能／逆势
- 100
- 行业集中度
- 89.49
- 多样化
- 100
- 仓位均衡度
- 81.62
近期动向
加仓 BRK-B
+10.1% US$73.8万
减仓 MSFT
+2.4% -US$85.0万
减仓 NVDA
-0.4% -US$82.7万
减仓 VUG
-4.4% -US$56.4万
减仓 AAPL
+0.3% -US$59.8万
减仓 SHOP
-3.9% -US$36.5万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 77 大持股（共 88 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 15.48% | +0.97% | +10.09% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 11.05% | -0.63% | -0.45% | |
| 3 | AAPL | Apple INC | 股票-科技 | 8.67% | -0.44% | +0.27% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.96% | -0.28% | +0.45% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.89% | — | +1.10% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.51% | -0.18% | -0.52% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.43% | -0.20% | -2.58% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 3.31% | -0.50% | -4.42% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.78% | +2.44% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.90% | -0.24% | +0.57% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.39% | -0.07% | -0.54% | |
| 12 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 2.09% | +0.25% | +13.82% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.06% | -0.06% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.86% | -0.16% | -1.30% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.63% | +0.06% | +3.39% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.43% | -0.01% | -1.28% | |
| 17 | BFST | Business First Bancshares | 股票-其他 | 1.31% | +1.31% | NEW | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.25% | — | +12.12% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.24% | -0.12% | +3.79% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.21% | -0.02% | -1.68% | |
| 21 | ETR | Entergy CORP | 股票-公用事业 | 1.05% | +0.20% | +0.20% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | -0.07% | +0.25% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.94% | +0.12% | +3.49% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.88% | -0.16% | +0.21% | |
| 25 | SHOP | Shopify INC - Class A | 股票-科技 | 0.88% | -0.34% | -3.86% | |
| 26 | CAT | Caterpillar INC | 股票-工业 | 0.85% | +0.17% | — | |
| 27 | THYF | T Rowe Price US High Yield | ETF-非投资级债 | 0.68% | — | -0.76% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.67% | — | -0.26% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.67% | +0.08% | +0.35% | |
| 30 | MLM | Martin Marietta Materials | 股票-原材料 | 0.65% | -0.03% | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | +0.19% | +0.69% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.61% | — | — | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.61% | — | +0.78% | |
| 34 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.60% | — | -0.56% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | -0.43% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.53% | +0.05% | — | |
| 37 | QHY | Wisdomtree US High Yield Cor | ETF-非投资级债 | 0.52% | — | -0.08% | |
| 38 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.51% | +0.18% | -0.29% | |
| 39 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.51% | — | — | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.06% | -0.83% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | — | |
| 42 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.45% | -0.10% | +0.93% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.45% | +0.45% | NEW | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | -0.07% | -1.53% | |
| 45 | BXC | Bluelinx Holdings INC | 股票-其他 | 0.41% | -0.04% | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | -0.03% | -6.76% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.38% | +0.10% | -2.23% | |
| 48 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.37% | — | -3.73% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | -0.04% | -8.75% | |
| 50 | BA | Boeing Co/the | 股票-工业 | 0.31% | -0.04% | -3.70% |
1–50 of 77
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Vines Capital Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Business First Bancshares (BFST); 新建仓: Ishares 0-3 Month Treasury B (SGOV); 新建仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Uber Technologies INC (UBER); 新建仓: Ciena CORP (CIEN).
FAQ
Vines Capital Management, LLC 是什么机构？属于哪种投资人类型？
Vines Capital Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.0亿，分布在 88 个已申报仓位之中。
Vines Capital Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Vines Capital Management, LLC 按市值排列的前几大持股为：
1. Berkshire Hathaway Inc-cl B (BRK-B) — US$1562.6万 (15.5%)
2. Nvidia CORP (NVDA) — US$1115.3万 (11.1%)
3. Apple INC (AAPL) — US$874.9万 (8.7%)
4. Jpmorgan Chase & Co (JPM) — US$399.2万 (4.0%)
5. Wisdomtree U.s. Quality Divi (DGRW) — US$393.0万 (3.9%)
Vines Capital Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Vines Capital Management, LLC 共进行了 44 项显著调整：新建仓 5 个仓位、加仓 22 个既有持股、减仓 16 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Business First Bancshares (BFST); 新建仓: Ishares 0-3 Month Treasury B (SGOV); 新建仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Uber Technologies INC (UBER); 新建仓: Ciena CORP (CIEN)
Vines Capital Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Vines Capital Management, LLC 的主要板块分布如下：
• Information Technology: 42.0%
• Financials: 33.2%
• Communication Services: 7.0%
• Consumer Discretionary: 6.0%
• Industrials: 3.5%
• Utilities: 2.4%