LF

Level Financial Advisors

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$3.9億

申報季度: 2026-03-31 · 持股檔數: 92

Level Financial Advisors在最新一期 13F 報告中揭露了 92 項持股，申報期為 2026-03-31，總持股市值約為 US$3.9億，季度換手率為 7.1%。

瀏覽其他1 億至 10 億美元機構瀏覽其他以「L」開頭的機構

機構性格雪花圖

集中度
18.97
持倉穩定性
7.11
動能／逆勢
100
產業集中度
49.79
多樣化
100
倉位均衡度
81.56

近期動向

  • 減碼 VOO

    +1.2%　-US$200.8萬

  • 加碼 BNDX

    +19.0%　US$159.9萬

  • 加碼 DFEM

    +7.4%　US$145.2萬

  • 加碼 DFGR

    +9.9%　US$148.3萬

  • 加碼 VEA

    +4.0%　US$181.1萬

  • 加碼 BSV

    +8.1%　US$124.6萬

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
1VOOVanguard S&p 500 ETFETF-大型股與成長13.99%-1.05%+1.24%
2VGSHVanguard Short-term TreasuryETF-政府公債7.63%-0.15%+2.04%
3VEAVanguard Ftse Developed ETFETF-其他7.38%+0.21%+4.00%
4BSVVanguard Short-term Bond ETFETF-其他4.54%+0.17%+8.08%
5DFGRDim Global Real Estate ETFETF-其他3.95%+0.25%+9.93%
6DUHPDimensional US High Profi EtETF-其他3.93%—+3.45%
7VCSHVanguard S/t CORP Bond ETFETF-投資等級公司債3.73%-0.05%+2.65%
8DFIPDimensional Inflation-protecETF-其他3.65%+0.13%+7.05%
9DFEMDimensional Emrg Mrkt CoreETF-其他3.42%+0.26%+7.39%
10VMBSVanguard Mortgage-backed SecETF-其他3.12%+0.17%+9.83%
11VUGVanguard Growth ETFETF-其他2.71%+0.02%+16.25%
12DFLVDim US Large Cap Value ETFETF-大型股與成長2.65%+0.17%+5.83%
13BNDXVanguard Total Intl Bond ETFETF-其他2.63%+0.33%+19.03%
14VTVVanguard Value ETFETF-其他2.58%+0.13%+6.25%
15DFUVDimensional US Marketwide VaETF-其他2.39%-0.01%-0.87%
16DFISDimensional International SmETF-其他2.32%+0.07%+4.57%
17AVREAvantis Real Estate ETFETF-其他1.95%-0.04%+0.02%
18VTIVanguard Total Stock Mkt ETFETF-其他1.82%-0.04%+6.12%
19AVSCAvantis US Small Cap EquityETF-中小型股1.43%+0.11%+5.72%
20VWOVanguard Ftse Emerging MarkeETF-新興市場1.42%+0.08%+9.42%
21AVEMAvantis Emerging Markets EqETF-新興市場1.38%—-1.15%
22SHYGIshares 0-5 Yr Hy CORP BondETF-投資等級公司債1.30%—+2.43%
23PGProcter & Gamble Co/the股票-非循環性消費1.27%-0.11%-5.29%
24DFSVDimensional US Small Cap ValETF-中小型股1.24%+0.15%+9.97%
25DFATDimensional US Target ValueETF-其他1.10%—-0.82%
26BLVVanguard Long-term Bond ETFETF-其他0.94%+0.02%+6.98%
27AVUVAvantis US Small Cap ValueETF-中小型股0.83%+0.01%-2.87%
28DFAEDimensional Emerging Core EqETF-新興市場0.81%—-3.94%
29BIVVanguard Intermediate-term BETF-其他0.79%+0.11%+22.06%
30DFSUDimensional US Sus Core1 ETFETF-其他0.71%-0.09%-1.68%
31AVDEAvantis International EquityETF-其他0.70%+0.02%+3.09%
32VBVanguard Small-cap ETFETF-其他0.63%+0.06%+13.10%
33AAPLApple INC股票-科技0.55%—+7.08%
34VSSVanguard Ftse All Wo X-us ScETF-其他0.52%-0.04%-6.14%
35QUALIshares Msci USA Quality FacETF-其他0.50%—+8.39%
36VTIPVanguard Short-term TipsETF-其他0.45%—-4.02%
37NYFIshares New York Muni Bond EETF-其他0.44%-0.07%-8.70%
38VCEBVanguard Esg US CORP BondETF-投資等級公司債0.41%—+4.21%
39IWCIshares Micro-cap ETFETF-其他0.40%—-0.16%
40LRCXLam Research CORP股票-科技0.38%+0.06%—
41DFSIDimensional Int Sus Cor1 ETFETF-其他0.38%+0.02%+9.92%
42LINLinde plc股票-原物料0.37%+0.37%NEW
43SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.31%-0.10%-16.89%
44UPSUnited Parcel Service-cl B股票-工業0.31%——
45VGSRVert Glb Sust Re ETFETF-其他0.27%—-1.74%
46NVDANvidia CORP股票-科技0.27%—+10.32%
47DFIVDimensional International VaETF-其他0.27%—-0.14%
48REETIshares Global Reit ETFETF-其他0.26%-0.03%-9.06%
49VBRVanguard Small-cap Value ETFETF-其他0.26%-0.04%-14.93%
50AVDVAvantis Intl S/c Value ETFETF-其他0.25%—-2.68%
1–50 of 92

本季持股變動

Level Financial Advisors 在 2026-03-31 最顯著的持倉異動： 新建倉: Linde plc (LIN); 清倉: Ishares Core U.s. Aggregate (AGG); 清倉: Invesco Qqq Trust Series 1 (QQQ); 清倉: Mastercard INC - A (MA); 清倉: Intl Business Machines CORP (IBM).

Level Financial Advisors 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1BNDXVanguard Total Intl Bond ETF+0.3%+19.03%加碼
2DFEMDimensional Emrg Mrkt Core+0.3%+7.39%加碼
3DFGRDim Global Real Estate ETF+0.3%+9.93%加碼
4VEAVanguard Ftse Developed ETF+0.2%+4.00%加碼
5BSVVanguard Short-term Bond ETF+0.2%+8.08%加碼
6VMBSVanguard Mortgage-backed Sec+0.2%+9.83%加碼
7DFLVDim US Large Cap Value ETF+0.2%+5.83%加碼
8DFSVDimensional US Small Cap Val+0.2%+9.97%加碼
9DFIPDimensional Inflation-protec+0.1%+7.05%加碼
10VTVVanguard Value ETF+0.1%+6.25%加碼
11AVSCAvantis US Small Cap Equity+0.1%+5.72%加碼
12BIVVanguard Intermediate-term B+0.1%+22.06%加碼
13VWOVanguard Ftse Emerging Marke+0.1%+9.42%加碼
14DFISDimensional International Sm+0.1%+4.57%加碼
15VBVanguard Small-cap ETF+0.1%+13.10%加碼
16LRCXLam Research CORP+0.1%—不變
17VONGVanguard Russell 1000 Growth+0.1%+121.72%加碼
18DFGXDimsnl Intr Cf In Etf-usd In0%+71.46%加碼
19XOMExxon Mobil CORP0%-0.44%減碼
20VUGVanguard Growth ETF0%+16.25%加碼
21BLVVanguard Long-term Bond ETF0%+6.98%加碼
22AVDEAvantis International Equity0%+3.09%加碼
23DFSIDimensional Int Sus Cor1 ETF0%+9.92%加碼
24AVUVAvantis US Small Cap Value0%-2.87%減碼
25AVEMAvantis Emerging Markets Eq—-1.15%減碼
26DFATDimensional US Target Value—-0.82%減碼
27QUALIshares Msci USA Quality Fac—+8.39%加碼
28DFUVDimensional US Marketwide Va0%-0.87%減碼
29REETIshares Global Reit ETF0%-9.06%減碼
30BRK-BBerkshire Hathaway Inc-cl B0%-4.30%減碼
31VBRVanguard Small-cap Value ETF0%-14.93%減碼
32VTIVanguard Total Stock Mkt ETF0%+6.12%加碼
33VSSVanguard Ftse All Wo X-us Sc0%-6.14%減碼
34AVREAvantis Real Estate ETF0%+0.02%加碼
35VCSHVanguard S/t CORP Bond ETF-0.1%+2.65%加碼
36JPMJpmorgan Chase & Co-0.1%-20.57%減碼
37NYFIshares New York Muni Bond E-0.1%-8.70%減碼
38MSFTMicrosoft CORP-0.1%-1.41%減碼
39DFSUDimensional US Sus Core1 ETF-0.1%-1.68%減碼
40SPYSs Spdr S&p 500 ETF Trust-us-0.1%-16.89%減碼
41PGProcter & Gamble Co/the-0.1%-5.29%減碼
42VGSHVanguard Short-term Treasury-0.2%+2.04%加碼
43VOOVanguard S&p 500 ETF-1.1%+1.24%加碼
44LINLinde plc—NEW新建倉
45AGGIshares Core U.s. Aggregate—EXIT清倉
46QQQInvesco Qqq Trust Series 1—EXIT清倉
47MAMastercard INC - A—EXIT清倉
48IBMIntl Business Machines CORP—EXIT清倉
49SUSCIshares Esg Aware Usd Corpor—EXIT清倉
50VONVVanguard Russell 1000 Value—NEW新建倉

FAQ

Level Financial Advisors 是什麼機構？屬於哪種投資人類型？
Level Financial Advisors 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$3.9億，分佈在 92 個已申報部位之中。
Level Financial Advisors 目前前幾大持股有哪些？
根據最新 13F 申報，Level Financial Advisors 按市值排列的前幾大持股為： 1. Vanguard S&p 500 ETF (VOO) — US$5486.5萬 (14.0%) 2. Vanguard Short-term Treasury (VGSH) — US$2991.7萬 (7.6%) 3. Vanguard Ftse Developed ETF (VEA) — US$2893.3萬 (7.4%) 4. Vanguard Short-term Bond ETF (BSV) — US$1778.2萬 (4.5%) 5. Dim Global Real Estate ETF (DFGR) — US$1547.7萬 (4.0%)
Level Financial Advisors 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Level Financial Advisors 共進行了 49 項顯著調整：新建倉 2 個部位、加碼 27 個既有持股、減碼 15 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：新建倉: Linde plc (LIN); 清倉: Ishares Core U.s. Aggregate (AGG); 清倉: Invesco Qqq Trust Series 1 (QQQ); 清倉: Mastercard INC - A (MA); 清倉: Intl Business Machines CORP (IBM)
Level Financial Advisors 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，Level Financial Advisors 的主要板塊分佈如下： • Information Technology: 26.6% • Consumer Staples: 23.9% • Industrials: 10.5% • Financials: 9.4% • Communication Services: 9.1% • Materials: 7.0%

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