SA
Strategic Advisory Partners, LLC
產業集中型趨勢追蹤型集中型投資策略
申報總市值
US$1.3億
申報季度: 2026-03-31 · 持股檔數: 96
STRATEGIC ADVISORY PARTNERS, LLC在最新一期 13F 報告中揭露了 96 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 14.0%。
機構性格雪花圖
- 集中度
- 85.01
- 持倉穩定性
- 13.97
- 動能／逆勢
- 100
- 產業集中度
- 100
- 多樣化
- 100
- 倉位均衡度
- 55.72
近期動向
減碼 IBB
-52.8% -US$260.5萬
加碼 XLP
+7.4% US$105.3萬
減碼 VOO
+9.4% US$181.2萬
減碼 QQQ
-24.2% -US$35.4萬
減碼 BND
+4.9% US$140.3萬
減碼 XLV
+6.5% US$7.3萬
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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 35.34% | -0.43% | +9.36% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 27.13% | -0.31% | +4.85% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 7.02% | +0.50% | +7.45% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-其他 | 6.83% | -0.31% | +6.48% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 5.37% | +0.16% | +6.12% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.29% | +2.29% | NEW | |
| 7 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.83% | -2.26% | -52.81% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.38% | -0.12% | -4.56% | |
| 9 | AAPL | Apple INC | 股票-科技 | 0.89% | -0.13% | -1.28% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.76% | — | +0.55% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | -0.33% | -24.18% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | — | -7.53% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 0.59% | -0.11% | -1.47% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | -0.28% | -8.68% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.44% | +0.44% | NEW | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | -0.10% | -5.62% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.43% | -0.15% | — | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | -0.08% | -5.89% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.30% | — | — | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.27% | — | +0.10% | |
| 22 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.26% | -0.07% | -7.46% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.26% | -0.07% | -13.95% | |
| 24 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.25% | — | -1.87% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.25% | — | -0.57% | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-投資等級公司債 | 0.24% | — | -5.50% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.22% | -0.07% | -13.99% | |
| 28 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.22% | — | — | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.20% | — | +7.82% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.19% | -0.11% | -30.45% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.18% | -0.06% | -14.92% | |
| 32 | BLK | Blackrock INC | 股票-金融 | 0.17% | — | — | |
| 33 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.17% | — | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.16% | — | -17.95% | |
| 35 | TSLA | Tesla INC | 股票-循環性消費 | 0.16% | — | -0.92% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.15% | +0.15% | NEW | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.15% | +0.15% | NEW | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.15% | +0.15% | NEW | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.14% | +0.14% | NEW | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.14% | +0.14% | NEW | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.13% | +0.13% | NEW | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.12% | +0.12% | NEW | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.12% | +0.12% | NEW | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.11% | +0.11% | NEW | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.10% | +0.10% | NEW | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.09% | +0.09% | NEW | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.09% | +0.09% | NEW | |
| 48 | XLB | Ss Materials Select Sector | ETF-其他 | 0.08% | +0.08% | NEW | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.07% | +0.07% | NEW | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.07% | +0.07% | NEW |
1–50 of 96
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
Strategic Advisory Partners, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Schwab Short-term US Treas (SCHO); 清倉: Ss Spdr Bb 1-3m T-bill ETF (BIL); 新建倉: Ishares 0-3 Month Treasury B (SGOV); 清倉: Meta Platforms Inc-class A (META); 清倉: Visa Inc-class A Shares (V).
FAQ
Strategic Advisory Partners, LLC 是什麼機構？屬於哪種投資人類型？
Strategic Advisory Partners, 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 96 個已申報部位之中。
Strategic Advisory Partners, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Strategic Advisory Partners, LLC 按市值排列的前幾大持股為：
1. Vanguard S&p 500 ETF (VOO) — US$4492.1萬 (35.3%)
2. Vanguard Total Bond Market (BND) — US$3448.0萬 (27.1%)
3. Ss Consumer Staples Sel Sect (XLP) — US$891.7萬 (7.0%)
4. Ss Health Care Select Sector (XLV) — US$867.8萬 (6.8%)
5. Invesco S&p 500 Low Volatili (SPLV) — US$683.0萬 (5.4%)
Strategic Advisory Partners, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Strategic Advisory Partners, LLC 共進行了 49 項顯著調整：新建倉 28 個部位、加碼 5 個既有持股、減碼 13 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Schwab Short-term US Treas (SCHO); 清倉: Ss Spdr Bb 1-3m T-bill ETF (BIL); 新建倉: Ishares 0-3 Month Treasury B (SGOV); 清倉: Meta Platforms Inc-class A (META); 清倉: Visa Inc-class A Shares (V)
Strategic Advisory Partners, 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，Strategic Advisory Partners, LLC 的主要板塊分佈如下：
• Information Technology: 66.9%
• Consumer Discretionary: 17.2%
• Communication Services: 15.8%