VE
Virginia Estate & Retirement Planning Advisors Inc.
集中型投资策略长期持有型行业集中型
申报总市值
US$5716.5万
申报季度: 2026-03-31 · 持股只数: 159
Virginia Estate & Retirement Planning Advisors Inc.在最新一期 13F 报告中披露了 159 项持股，申报期为 2026-03-31，总持股市值约为 US$5716.5万，季度换手率为 0.0%。
机构性格雪花图
- 集中度
- 100
- 持仓稳定性
- 0
- 动能／逆势
- 50
- 行业集中度
- 79.93
- 多样化
- 100
- 仓位均衡度
- 17.71
近期动向
本季暂无持股变动
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
| # | 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 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 60.26% | — | — | — |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 25.55% | — | — | — |
| 3 | AAPL | Apple INC | 股票-科技 | 2.37% | — | — | — |
| 4 | TOK | Ishares Msci Kokusai ETF | ETF-其他 | 1.21% | — | — | — |
| 5 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.99% | — | — | — |
| 6 | SCCR | Schwab Core Bond ETF | ETF-其他 | 0.70% | — | — | — |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.70% | — | — | — |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | — | — |
| 9 | VIDI | Vident Intl Eqty Strat ETF | ETF-其他 | 0.47% | — | — | — |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | — | — | — |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | — | — | — |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.36% | — | — | — |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | — | — | — |
| 14 | AMAT | Applied Materials INC | 股票-科技 | 0.27% | — | — | — |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.26% | — | — | — |
| 16 | AXON | Axon Enterprise INC | 股票-工业 | 0.25% | — | — | — |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.24% | — | — | — |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | — | — |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.18% | — | — | — |
| 20 | PM | Philip Morris International | 股票-非周期性消费 | 0.17% | — | — | — |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.17% | — | — | — |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.15% | — | — | — |
| 23 | IEUS | Ishares Msci Europe Small-ca | ETF-其他 | 0.13% | — | — | — |
| 24 | XLE | Ss Energy Select Sector | ETF-其他 | 0.13% | — | — | — |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.13% | — | — | — |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.09% | — | — | — |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 0.08% | — | — | — |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.08% | — | — | — |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.07% | — | — | — |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.07% | — | — | — |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.07% | — | — | — |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.07% | — | — | — |
| 33 | IHE | Ishares US Pharmaceuticals E | ETF-其他 | 0.07% | — | — | — |
| 34 | NEE | Nextera Energy INC | 股票-公用事业 | 0.07% | — | — | — |
| 35 | LHX | L3harris Technologies INC | 股票-工业 | 0.06% | — | — | — |
| 36 | ENB | Enbridge INC | 股票-能源 | 0.06% | — | — | — |
| 37 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.06% | — | — | — |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.06% | — | — | — |
| 39 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.06% | — | — | — |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.06% | — | — | — |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.06% | — | — | — |
| 42 | CSX | Csx CORP | 股票-工业 | 0.06% | — | — | — |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.06% | — | — | — |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.06% | — | — | — |
| 45 | C | Citigroup INC | 股票-金融 | 0.05% | — | — | — |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.05% | — | — | — |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.05% | — | — | — |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.05% | — | — | — |
| 49 | DE | Deere & Co | 股票-工业 | 0.05% | — | — | — |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.05% | — | — | — |
1–50 of 159
申报总市值趋势
暂无足够数据计算性格分数
行业配置
历年行业分布趋势
暂无足够的行业对照数据
季度历史总览
本季持股变动
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
FAQ
Virginia Estate & Retirement Planning Advisors Inc. 是什么机构？属于哪种投资人类型？
Virginia Estate & Retirement Planning Advisors Inc. 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$5716.5万，分布在 159 个已申报仓位之中。
Virginia Estate & Retirement Planning Advisors Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Virginia Estate & Retirement Planning Advisors Inc. 按市值排列的前几大持股为：
1. Ishares US Treasury Bond ETF (GOVT) — US$3444.6万 (60.3%)
2. Ishares 0-3 Month Treasury B (SGOV) — US$1460.8万 (25.6%)
3. Apple INC (AAPL) — US$135.3万 (2.4%)
4. Ishares Msci Kokusai ETF (TOK) — US$69.0万 (1.2%)
5. Sprott Physical Silver Trust (PSLV) — US$56.7万 (1.0%)
Virginia Estate & Retirement Planning Advisors Inc. 在最新一期 13F 申报中做了哪些操作？
最新一期申报显示 Virginia Estate & Retirement Planning Advisors Inc. 的持仓并无明显异动，组合整体维持相对稳定。
Virginia Estate & Retirement Planning Advisors Inc. 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，Virginia Estate & Retirement Planning Advisors Inc. 的主要板块分布如下：
• Information Technology: 48.0%
• Consumer Discretionary: 10.2%
• Health Care: 7.8%
• Industrials: 7.7%
• Financials: 7.4%
• Communication Services: 6.8%