1C
1015 Capital Partners, LLC
分散型投资策略趋势追踪型长期持有型
申报总市值
US$1.0亿
申报季度: 2026-03-31 · 持股只数: 597
1015 Capital Partners, LLC在最新一期 13F 报告中披露了 597 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 9.7%。
机构性格雪花图
- 集中度
- 11.51
- 持仓稳定性
- 9.73
- 动能／逆势
- 100
- 行业集中度
- 55.06
- 多样化
- 100
- 仓位均衡度
- 59.74
近期动向
加仓 JIRE
+26.7% US$45.4万
加仓 JMUB
+25.7% US$42.7万
减仓 NVDA
-0.0% -US$32.7万
减仓 MSFT
+5.5% -US$32.2万
减仓 VTI
0.0% -US$25.2万
加仓 VYM
+7.2% US$24.4万
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.11% | — | +5.32% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.43% | +0.17% | +0.97% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.42% | -0.31% | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.57% | -0.36% | -0.02% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 3.61% | — | +0.55% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.58% | +0.07% | -0.26% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.67% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.50% | -0.15% | — | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.48% | +0.22% | +7.16% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.12% | — | — | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 2.11% | +0.39% | +25.67% | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.01% | +0.43% | +26.73% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.97% | +0.08% | +3.94% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.91% | +0.16% | +5.07% | |
| 15 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.69% | -0.13% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.69% | +0.04% | +4.47% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.68% | -0.14% | -0.10% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.52% | -0.15% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | -0.14% | +1.11% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | -0.33% | +5.47% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.26% | -0.09% | +4.48% | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.17% | — | +5.44% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.08% | -0.08% | — | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | +0.13% | +1.02% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.94% | — | +3.42% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | — | — | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.82% | -0.12% | -18.21% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.81% | +0.21% | +34.52% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.80% | — | — | |
| 30 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.80% | +0.12% | +19.19% | |
| 31 | PJFG | Pgim Jennison Focused Growth | ETF-其他 | 0.74% | +0.09% | +31.07% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.09% | -1.37% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.12% | -0.17% | |
| 34 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.64% | — | +3.71% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | -0.09% | +2.53% | |
| 36 | ITW | Illinois Tool Works | 股票-工业 | 0.60% | — | +0.04% | |
| 37 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 0.57% | +0.08% | +19.26% | |
| 38 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 0.52% | +0.13% | +34.82% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.50% | — | +1.69% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.46% | — | — | |
| 41 | MU | Micron Technology INC | 股票-科技 | 0.46% | +0.11% | +12.65% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.44% | -0.12% | -2.20% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.44% | +0.07% | +0.12% | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.43% | — | -1.03% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | — | — | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.38% | — | — | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | +0.06% | +2.35% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | -0.11% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.37% | — | +0.09% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | +0.11% | +0.74% |
1–50 of 597
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
1015 Capital Partners, LLC 在 2026-03-31 最显著的持仓异动： 加仓: Jpmorgan Int Res Enh Eqty (JIRE) — 股数 +26.73%; 加仓: Jpmorgan Municipal ETF (JMUB) — 股数 +25.67%; 减仓: Nvidia CORP (NVDA) — 股数 -0.02%; 加仓: Microsoft CORP (MSFT) — 股数 +5.47%; 加仓: Vanguard High Dvd Yield ETF (VYM) — 股数 +7.16%.
FAQ
1015 Capital Partners, LLC 是什么机构？属于哪种投资人类型？
1015 Capital Partners, 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 597 个已申报仓位之中。
1015 Capital Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，1015 Capital Partners, LLC 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$937.0万 (9.1%)
2. Ishares Core S&p Midcap ETF (IJH) — US$763.9万 (7.4%)
3. Vanguard Total Stock Mkt ETF (VTI) — US$558.0万 (5.4%)
4. Nvidia CORP (NVDA) — US$469.6万 (4.6%)
5. Ishares Short-term National (SUB) — US$371.7万 (3.6%)
1015 Capital Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，1015 Capital Partners, LLC 共进行了 45 项显著调整：新建仓 0 个仓位、加仓 29 个既有持股、减仓 16 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：加仓: Jpmorgan Int Res Enh Eqty (JIRE) — 股数 +26.73%; 加仓: Jpmorgan Municipal ETF (JMUB) — 股数 +25.67%; 减仓: Nvidia CORP (NVDA) — 股数 -0.02%; 加仓: Microsoft CORP (MSFT) — 股数 +5.47%; 加仓: Vanguard High Dvd Yield ETF (VYM) — 股数 +7.16%
1015 Capital Partners, 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，1015 Capital Partners, LLC 的主要板块分布如下：
• Information Technology: 35.6%
• Financials: 12.1%
• Industrials: 10.4%
• Health Care: 9.3%
• Consumer Discretionary: 9.2%
• Consumer Staples: 8.4%