7W
71 West Capital Partners
分散型投資策略趨勢追蹤型產業集中型
申報總市值
US$22.7億
申報季度: 2026-03-31 · 持股檔數: 313
71 West Capital Partners在最新一期 13F 報告中揭露了 313 項持股，申報期為 2026-03-31，總持股市值約為 US$22.7億，季度換手率為 10.0%。
機構性格雪花圖
- 集中度
- 24.02
- 持倉穩定性
- 10.03
- 動能／逆勢
- 100
- 產業集中度
- 81.42
- 多樣化
- 100
- 倉位均衡度
- 57.75
近期動向
減碼 IWF
+8.1% -US$1000.9萬
加碼 IWD
+10.8% US$3008.3萬
減碼 VUG
+5.5% -US$615.0萬
加碼 IEFA
+26.9% US$940.9萬
減碼 WDAY
-89.3% -US$653.2萬
減碼 MSFT
+9.2% -US$478.7萬
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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 16.50% | -1.21% | +8.11% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.88% | +0.84% | +10.78% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 7.29% | +0.21% | +4.87% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.13% | -0.18% | +9.29% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.63% | -0.50% | +5.53% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.16% | — | +8.63% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.68% | — | +7.36% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.24% | -0.03% | +10.75% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 2.69% | -0.05% | +2.93% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.94% | -0.16% | +5.10% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.87% | +0.35% | +26.88% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.72% | +0.16% | +25.41% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | — | +9.51% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.65% | +0.19% | +23.59% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.60% | +0.18% | +5.65% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.36% | +0.09% | +6.38% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.26% | -0.17% | +4.10% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.26% | -0.01% | +0.81% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.21% | +0.13% | +16.26% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | — | +9.79% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | -0.27% | +9.21% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.02% | +0.23% | +8.78% | |
| 23 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.99% | — | +10.01% | |
| 24 | BLK | Blackrock INC | 股票-金融 | 0.95% | -0.08% | +6.78% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.07% | +11.65% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.86% | -0.09% | +8.79% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | +0.26% | +70.61% | |
| 28 | SPGI | S&p Global INC | 股票-金融 | 0.78% | -0.17% | +6.28% | |
| 29 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.71% | -0.08% | +12.28% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | -0.16% | +8.12% | |
| 31 | T | At&t INC | 股票-通訊服務 | 0.61% | +0.10% | +7.37% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.60% | -0.08% | +2.86% | |
| 33 | ✓ | Ferrovial Se | 股票-其他 | 0.58% | — | +6.73% | |
| 34 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.57% | -0.13% | +4.13% | |
| 35 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.53% | +0.02% | +6.09% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.53% | +0.16% | +67.76% | |
| 37 | DDOG | Datadog INC - Class A | 股票-科技 | 0.45% | — | +9.10% | |
| 38 | NU | Nu Holdings Ltd. | 股票-金融 | 0.44% | — | +9.52% | |
| 39 | PANW | Palo Alto Networks INC | 股票-科技 | 0.44% | — | +12.69% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.43% | +0.03% | +15.13% | |
| 41 | TH | Target Hospitality CORP | 股票-其他 | 0.37% | +0.04% | +1.68% | |
| 42 | NOW | Servicenow INC | 股票-科技 | 0.32% | -0.11% | +12.68% | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.31% | -0.09% | +13.57% | |
| 44 | NFLX | Netflix INC | 股票-通訊服務 | 0.27% | +0.19% | +235.30% | |
| 45 | TSLA | Tesla INC | 股票-循環性消費 | 0.23% | — | +15.79% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.22% | -0.05% | +1.95% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.19% | — | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.18% | +0.04% | +27.38% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.16% | — | +18.44% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | +0.06% | +20.27% |
1–50 of 313
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
71 West Capital Partners 在 2026-03-31 最顯著的持倉異動： 新建倉: Schwab US Large-cap ETF (SCHX); 新建倉: Schwab Intl Equity ETF (SCHF); 新建倉: Invesco Large Cap Value ETF (PWV); 新建倉: Isha Curr Hedged Msci Eafe (HEFA); 新建倉: Vanguard Large-cap ETF (VV).
FAQ
71 West Capital Partners 是什麼機構？屬於哪種投資人類型？
71 West Capital Partners 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$22.7億，分佈在 313 個已申報部位之中。
71 West Capital Partners 目前前幾大持股有哪些？
根據最新 13F 申報，71 West Capital Partners 按市值排列的前幾大持股為：
1. Ishares Russell 1000 Growth (IWF) — US$3.8億 (16.5%)
2. Ishares Russell 1000 Value E (IWD) — US$2.7億 (11.9%)
3. Vanguard Value ETF (VTV) — US$1.7億 (7.3%)
4. Ss Technology Select Sector (XLK) — US$1.2億 (5.1%)
5. Vanguard Growth ETF (VUG) — US$1.1億 (4.6%)
71 West Capital Partners 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，71 West Capital Partners 共進行了 50 項顯著調整：新建倉 5 個部位、加碼 43 個既有持股、減碼 2 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Schwab US Large-cap ETF (SCHX); 新建倉: Schwab Intl Equity ETF (SCHF); 新建倉: Invesco Large Cap Value ETF (PWV); 新建倉: Isha Curr Hedged Msci Eafe (HEFA); 新建倉: Vanguard Large-cap ETF (VV)
71 West Capital Partners 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，71 West Capital Partners 的主要板塊分佈如下：
• Information Technology: 43.8%
• Financials: 23.2%
• Communication Services: 12.6%
• Industrials: 7.0%
• Consumer Discretionary: 5.0%
• Health Care: 4.3%