JC
JM2 Capital Inc.
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$1.2亿
申报季度: 2026-03-31 · 持股只数: 114
JM2 Capital Inc.在最新一期 13F 报告中披露了 114 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 13.0%。
机构性格雪花图
- 集中度
- 9.66
- 持仓稳定性
- 13.04
- 动能／逆势
- 100
- 行业集中度
- 70.34
- 多样化
- 100
- 仓位均衡度
- 86.7
近期动向
减仓 MSFT
+5.5% -US$104.4万
加仓 COST
+0.2% US$40.4万
加仓 MU
+0.9% US$32.2万
减仓 GOOGL
-0.0% -US$57.3万
减仓 AAPL
-0.5% -US$61.3万
减仓 TSLA
-0.6% -US$41.8万
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 | NVDA | Nvidia CORP | 股票-科技 | 7.08% | -0.26% | -0.10% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.65% | -0.29% | -0.49% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.34% | -0.30% | -0.04% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.86% | -0.19% | -0.18% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.73% | +5.46% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.91% | -0.18% | +5.33% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.86% | -0.18% | +1.10% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.71% | — | +4.93% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.46% | +0.40% | +0.17% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 2.38% | -0.21% | -0.23% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.38% | -0.05% | -0.30% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.94% | -0.25% | -0.31% | |
| 13 | MU | Micron Technology INC | 股票-科技 | 1.64% | +0.31% | +0.90% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 1.60% | -0.29% | -0.55% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.57% | -0.10% | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.09% | +0.08% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 1.49% | +0.20% | +0.14% | |
| 18 | VFH | Vanguard Financials ETF | ETF-其他 | 1.46% | -0.11% | -0.17% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.45% | -0.09% | -0.10% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.40% | +0.20% | +10.48% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.31% | — | +0.99% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.16% | +0.14% | +10.96% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.11% | — | +2.55% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | — | — | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.97% | — | +6.74% | |
| 26 | NFLX | Netflix INC | 股票-通信服务 | 0.97% | — | -0.57% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.93% | +0.19% | +18.53% | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 0.91% | -0.16% | -0.62% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.88% | +0.27% | +1.22% | |
| 30 | BLK | Blackrock INC | 股票-金融 | 0.82% | — | +0.78% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.81% | — | +0.34% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.79% | — | — | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.78% | +0.12% | — | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.78% | — | +6.13% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | +0.14% | +0.73% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.74% | — | — | |
| 37 | C | Citigroup INC | 股票-金融 | 0.71% | — | +1.06% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.69% | -0.12% | -2.19% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.69% | — | -0.98% | |
| 40 | COF | Capital One Financial CORP | 股票-金融 | 0.69% | -0.19% | +0.22% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.67% | -0.10% | -1.13% | |
| 42 | VDE | Vanguard Energy ETF | ETF-其他 | 0.67% | +0.20% | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.19% | — | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.64% | — | — | |
| 45 | URI | United Rentals INC | 股票-工业 | 0.63% | — | +0.29% | |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.62% | — | +5.52% | |
| 47 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.62% | -0.15% | -1.12% | |
| 48 | AVDE | Avantis International Equity | ETF-其他 | 0.61% | +0.21% | +45.49% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.60% | -0.19% | -1.17% | |
| 50 | AMAT | Applied Materials INC | 股票-科技 | 0.59% | +0.16% | -0.48% |
1–50 of 114
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
JM2 Capital Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Thornburg Interntin Eqty ETF (TXUE); 新建仓: Seagate Technology Holdings plc (STX); 新建仓: Phillips 66 (PSX); 新建仓: Conocophillips (COP); 新建仓: Avantis US Small Cap Value (AVUV).
FAQ
JM2 Capital Inc. 是什么机构？属于哪种投资人类型？
JM2 Capital 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$1.2亿，分布在 114 个已申报仓位之中。
JM2 Capital Inc. 目前前几大持股有哪些？
根据最新 13F 申报，JM2 Capital Inc. 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$853.1万 (7.1%)
2. Apple INC (AAPL) — US$801.9万 (6.7%)
3. Alphabet Inc-cl A (GOOGL) — US$644.2万 (5.3%)
4. Vanguard Info Tech ETF (VGT) — US$465.5万 (3.9%)
5. Microsoft CORP (MSFT) — US$436.9万 (3.6%)
JM2 Capital Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，JM2 Capital Inc. 共进行了 46 项显著调整：新建仓 8 个仓位、加仓 16 个既有持股、减仓 17 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Thornburg Interntin Eqty ETF (TXUE); 新建仓: Seagate Technology Holdings plc (STX); 新建仓: Phillips 66 (PSX); 新建仓: Conocophillips (COP); 新建仓: Avantis US Small Cap Value (AVUV)
JM2 Capital 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，JM2 Capital Inc. 的主要板块分布如下：
• Information Technology: 41.1%
• Communication Services: 17.8%
• Financials: 10.8%
• Consumer Discretionary: 10.3%
• Consumer Staples: 7.3%
• Health Care: 6.4%
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