TC
True Capital Management
分散型投资策略长期持有型高品质投资策略
申报总市值
US$1.5亿
申报季度: 2023-03-31 · 持股只数: 129
True Capital Management在最新一期 13F 报告中披露了 129 项持股，申报期为 2023-03-31，总持股市值约为 US$1.5亿，季度换手率为 0.0%。
机构性格雪花图
- 集中度
- 10.29
- 持仓稳定性
- 0
- 动能／逆势
- 50
- 行业集中度
- 67.35
- 多样化
- 100
- 仓位均衡度
- 84.71
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 | AAPL | Apple INC | 股票-科技 | 8.64% | — | +1.54% | |
| 2 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 5.47% | — | -2.85% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.87% | — | +0.00% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.85% | — | -7.92% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.00% | — | +0.18% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.65% | — | +2.11% | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 2.58% | — | +142.45% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.57% | — | +1.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.40% | — | +3.18% | |
| 10 | COIN | Coinbase Global INC -class A | 股票-金融 | 2.35% | — | -0.75% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.30% | — | -0.31% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.21% | — | +4.44% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.19% | — | -16.85% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | — | +9.25% | |
| 15 | DFAT | Dimensional US Target Value | ETF-其他 | 1.79% | — | -4.22% | |
| 16 | XYZ | Block INC | 股票-金融 | 1.78% | — | +0.33% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.66% | — | -2.63% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.65% | — | +0.48% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.60% | — | +1.52% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | — | -0.62% | |
| 21 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.45% | — | — | |
| 22 | ARKK | Ark Innovation ETF | ETF-其他 | 1.05% | — | +6.04% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.93% | — | -2.77% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | +0.77% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.88% | — | +35.42% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.87% | — | -2.56% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.86% | — | +0.30% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | — | +4.55% | |
| 29 | CLX | Clorox Company | 股票-非周期性消费 | 0.84% | — | — | |
| 30 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.83% | — | -1.43% | |
| 31 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.81% | — | +1.00% | |
| 32 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-科技型 | 0.80% | — | -2.44% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.75% | — | -0.27% | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.74% | — | -3.98% | |
| 35 | PSCT | Invesco S&p Smallcap Informa | ETF-其他 | 0.74% | — | -2.24% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.73% | — | — | |
| 37 | FBK | Fb Financial CORP | 股票-其他 | 0.71% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | — | +0.02% | |
| 39 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.69% | — | -1.50% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.68% | — | -5.06% | |
| 41 | UBER | Uber Technologies INC | 股票-工业 | 0.66% | — | +24.31% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.62% | — | -4.55% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.57% | — | +9.72% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.57% | — | — | |
| 45 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.55% | — | -2.12% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.55% | — | -9.46% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.52% | — | -3.05% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.51% | — | +9.63% | |
| 49 | FTCS | First Trust Capital Strength | ETF-其他 | 0.50% | — | -5.89% | |
| 50 | BUG | Global X Cybersecurity ETF | ETF-其他 | 0.47% | — | -1.72% |
1–50 of 129
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
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
FAQ
True Capital Management 是什么机构？属于哪种投资人类型？
True Capital Management 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（2023-03-31），该机构追踪的股票投资组合估值约为 US$1.5亿，分布在 129 个已申报仓位之中。
True Capital Management 目前前几大持股有哪些？
根据最新 13F 申报，True Capital Management 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$1261.9万 (8.6%)
2. Palantir Technologies Inc-a (PLTR) — US$798.9万 (5.5%)
3. Vanguard Dividend Apprec ETF (VIG) — US$710.4万 (4.9%)
4. Invesco Qqq Trust Series 1 (QQQ) — US$708.6万 (4.8%)
5. Meta Platforms Inc-class A (META) — US$584.3万 (4.0%)
True Capital Management 在最新一期 13F 申报中做了哪些操作？
最新一期申报显示 True Capital Management 的持仓并无明显异动，组合整体维持相对稳定。
True Capital Management 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，True Capital Management 的主要板块分布如下：
• Information Technology: 37.8%
• Communication Services: 18.6%
• Consumer Discretionary: 13.9%
• Financials: 12.0%
• Consumer Staples: 10.8%
• Industrials: 3.0%
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