PW
Pursuit Wealth Strategies, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$7196.3万
申报季度: 2026-03-31 · 持股只数: 109
PURSUIT WEALTH STRATEGIES, LLC在最新一期 13F 报告中披露了 109 项持股，申报期为 2026-03-31，总持股市值约为 US$7196.3万，季度换手率为 14.1%。
机构性格雪花图
- 集中度
- 16.66
- 持仓稳定性
- 14.11
- 动能／逆势
- 100
- 行业集中度
- 71.12
- 多样化
- 100
- 仓位均衡度
- 81.1
近期动向
减仓 VOO
+0.4% -US$52.4万
减仓 BBN
-71.4% -US$48.0万
加仓 IHDG
+31.6% US$47.0万
加仓 XOM
+0.5% US$45.9万
减仓 LDOS
-11.0% -US$41.7万
减仓 MSFT
+4.0% -US$37.0万
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
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 15.97% | -0.88% | +0.38% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.83% | +0.27% | +6.53% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.93% | — | -1.37% | |
| 4 | DUK | Duke Energy CORP | 股票-公用事业 | 3.84% | +0.36% | -0.19% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.01% | -0.19% | +1.66% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-其他 | 2.81% | +0.63% | +31.63% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.41% | — | -2.09% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.33% | -0.29% | -3.96% | |
| 9 | PGX | Invesco Preferred ETF | ETF-其他 | 2.17% | -0.18% | -3.75% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.17% | +0.63% | +0.51% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.05% | — | -1.12% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -0.54% | +3.99% | |
| 13 | BUI | Blckrck Util Infra & Pwr Opp | 股票-其他 | 1.92% | +0.10% | +3.94% | |
| 14 | LDOS | Leidos Holdings INC | 股票-科技 | 1.91% | -0.60% | -11.00% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.85% | +0.26% | +8.79% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.65% | — | -3.79% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.56% | -0.10% | +2.29% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.54% | — | -3.09% | |
| 19 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.53% | — | -0.36% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.52% | -0.35% | +0.04% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.47% | +0.26% | +4.46% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.46% | -0.48% | +0.75% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.39% | -0.20% | -2.44% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.11% | +2.39% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.32% | -0.12% | -3.53% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 1.23% | +0.18% | +5.21% | |
| 27 | WM | Waste Management INC | 股票-工业 | 1.21% | — | -1.07% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.08% | — | -3.49% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | — | +0.14% | |
| 30 | SAIC | Science Applications Inte | 股票-科技 | 0.95% | — | +0.01% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +0.10% | |
| 32 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.92% | -0.21% | -14.68% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.84% | +0.15% | +9.09% | |
| 34 | RY | Royal Bank Of Canada | 股票-金融 | 0.72% | -0.08% | -4.36% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | +0.09% | +1.41% | |
| 36 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.69% | — | +1.16% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.66% | — | +1.47% | |
| 38 | ITW | Illinois Tool Works | 股票-工业 | 0.65% | — | -0.17% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | -0.09% | -3.20% | |
| 40 | FSLR | First Solar INC | 股票-科技 | 0.64% | -0.21% | — | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | -0.10% | -5.71% | |
| 42 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.57% | +0.57% | NEW | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.57% | -0.07% | -0.11% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | — | +8.15% | |
| 45 | VMO | Invesco Municipal Opport | 股票-其他 | 0.55% | — | -3.90% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.54% | -0.11% | +0.39% | |
| 47 | CMI | Cummins INC | 股票-工业 | 0.53% | — | +4.28% | |
| 48 | RJF | Raymond James Financial INC | 股票-金融 | 0.53% | — | +0.23% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.51% | +0.05% | +27.34% | |
| 50 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.50% | — | +14.96% |
1–50 of 109
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
Pursuit Wealth Strategies, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco S&p 500 Equal Weight (RSPT); 新建仓: Coca-cola Co/the (KO); 新建仓: Charter Communications Inc-a (CHTR); 清仓: Mastercard INC - A (MA); 新建仓: Valero Energy CORP (VLO).
FAQ
Pursuit Wealth Strategies, LLC 是什么机构？属于哪种投资人类型？
Pursuit Wealth Strategies, 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$7196.3万，分布在 109 个已申报仓位之中。
Pursuit Wealth Strategies, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Pursuit Wealth Strategies, LLC 按市值排列的前几大持股为：
1. Vanguard S&p 500 ETF (VOO) — US$1149.0万 (16.0%)
2. Ishares Core U.s. Aggregate (AGG) — US$419.3万 (5.8%)
3. Ishares Core Msci Eafe ETF (IEFA) — US$282.6万 (3.9%)
4. Duke Energy CORP (DUK) — US$276.3万 (3.8%)
5. Apple INC (AAPL) — US$216.5万 (3.0%)
Pursuit Wealth Strategies, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Pursuit Wealth Strategies, LLC 共进行了 49 项显著调整：新建仓 10 个仓位、加仓 23 个既有持股、减仓 14 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Invesco S&p 500 Equal Weight (RSPT); 新建仓: Coca-cola Co/the (KO); 新建仓: Charter Communications Inc-a (CHTR); 清仓: Mastercard INC - A (MA); 新建仓: Valero Energy CORP (VLO)
Pursuit Wealth Strategies, 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，Pursuit Wealth Strategies, LLC 的主要板块分布如下：
• Information Technology: 43.0%
• Energy: 12.0%
• Health Care: 10.6%
• Communication Services: 10.1%
• Consumer Staples: 7.8%
• Financials: 7.2%