SV
Silicon Valley Capital Partners
分散投資型セクター集中型モメンタム追随型
申告総資産額
$10.2億
報告対象四半期: 2026-03-31 · 銘柄数: 454
Silicon Valley Capital Partnersは最新の13F報告書で454件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$10.2億、四半期回転率は18.4%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 20.4
- 回転率
- 18.41
- モメンタム／逆張り
- 100
- セクター集中度
- 100
- 多様性
- 100
- ポジション規律
- 52.88
直近の動向
減少 CRM
-91.8% -$2109.0万
増加 SCHW
+135349.5% $1182.9万
増加 AVGO
+51.6% $903.2万
減少 USB
-71.2% -$972.0万
増加 UNH
+1605.9% $861.0万
増加 SNOW
+5287.9% $790.7万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.49% | +0.07% | -2.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.33% | +0.03% | -0.72% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.55% | +0.07% | +1.50% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 6.38% | +0.37% | +5.42% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.29% | -0.60% | +8.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.28% | +0.30% | +7.29% | |
| 7 | AAPL | Apple INC | 株式-IT | 5.07% | -0.09% | -2.11% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.14% | +0.13% | -3.81% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.68% | -0.06% | +5.36% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.67% | +0.11% | -3.68% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.40% | -0.35% | -6.76% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 3.37% | +1.06% | +51.64% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.01% | -0.06% | -0.66% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 2.26% | — | +4.88% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 2.11% | +0.61% | +72.46% | |
| 16 | NOW | Servicenow INC | 株式-IT | 1.73% | +0.21% | +55.19% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.70% | -0.06% | +0.72% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.61% | -0.02% | -3.13% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.39% | +0.07% | -2.82% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.17% | -0.56% | -26.55% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.17% | -0.26% | -34.48% | |
| 22 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.16% | +1.16% | +135349.46% | |
| 23 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.14% | -0.08% | -8.19% | |
| 24 | AXP | American Express Co | 株式-金融 | 1.07% | -0.21% | -4.84% | |
| 25 | APD | Air Products & Chemicals INC | 株式-素材 | 1.06% | +0.18% | -4.87% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 1.01% | -0.44% | -26.58% | |
| 27 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.92% | -0.01% | -0.16% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | +0.85% | +1605.87% | |
| 29 | SNOW | Snowflake INC | 株式-IT | 0.80% | +0.78% | +5287.90% | |
| 30 | AMCR | Amcor plc | 株式-一般消費財 | 0.73% | +0.73% | NEW | |
| 31 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.42% | — | +13.37% | |
| 32 | USB | US Bancorp | 株式-金融 | 0.37% | -0.86% | -71.21% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.34% | -0.01% | +0.11% | |
| 34 | MRVL | Marvell Technology INC | 株式-IT | 0.31% | +0.06% | +0.07% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | -0.01% | -5.11% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | +0.08% | +38.87% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | -0.74% | -82.68% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.27% | — | -4.25% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.05% | -0.41% | |
| 40 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.22% | — | -12.80% | |
| 41 | MU | Micron Technology INC | 株式-IT | 0.22% | +0.06% | +7.17% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | -0.56% | -76.16% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.18% | — | +23.53% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.18% | — | -7.08% | |
| 45 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.17% | -0.16% | -30.25% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | -0.19% | -58.41% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.13% | -1.91% | -91.82% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.13% | — | +0.07% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.12% | — | +10.68% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | -3.58% |
1–50 of 454
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 454 | $10.2億 | 18 | |
| 2025-12-31 | 265 | $11.0億 | 9 | |
| 2025-09-30 | 283 | $10.6億 | 14 | |
| 2025-06-30 | 303 | $9.6億 | 28 | |
| 2025-03-31 | 247 | $7.7億 | 100 | |
| 2024-12-31 | 315 | $9.0億 | 0 | |
| 2024-09-30 | 309 | $7.7億 | 0 | |
| 2024-06-30 | 312 | $7.3億 | 0 | |
| 2024-03-31 | 312 | $6.7億 | 0 | |
| 2023-12-31 | 363 | $6.0億 | 0 | |
| 2023-09-30 | 322 | $5.3億 | 0 | |
| 2023-06-30 | 336 | $5.4億 | 0 | |
| 2023-03-31 | 290 | $4.8億 | 0 | |
| 2022-12-31 | 259 | $4.4億 | 0 | |
| 2022-09-30 | 65 | $4.6億 | 0 | |
| 2022-06-30 | 60 | $4.8億 | 0 | |
| 2022-03-31 | 71 | $6.1億 | 0 | |
| 2021-12-31 | 77 | $6.4億 | 0 | |
| 2021-09-30 | 71 | $5.2億 | 0 | |
| 2021-06-30 | 64 | $5.0億 | 95 | |
| 2021-03-31 | 71 | $4.6億 | 33 | |
| 2020-12-31 | 66 | $4.6億 | 18 | |
| 2020-09-30 | 54 | $4.0億 | 26 | |
| 2020-06-30 | 38 | $3.2億 | 30 | |
| 2020-03-31 | 35 | $2.5億 | 32 | |
| 2019-12-31 | 40 | $3.0億 | 15 | |
| 2019-09-30 | 40 | $2.6億 | 8 | |
| 2019-06-30 | 37 | $2.5億 | 8 | |
| 2019-03-31 | 34 | $2.3億 | 18 | |
| 2018-12-31 | 25 | $2.0億 | 41 | |
| 2018-09-30 | 28 | $2.4億 | 15 | |
| 2018-06-30 | 29 | $2.1億 | 55 | |
| 2018-03-31 | 24 | $1.7億 | 12 | |
| 2017-12-31 | 25 | $1.7億 | 14 | |
| 2017-09-30 | 23 | $1.4億 | 16 | |
| 2017-06-30 | 24 | $1.5億 | 20 | |
| 2017-03-31 | 25 | $1.6億 | 28 | |
| 2016-12-31 | 27 | $1.5億 | 42 | |
| 2016-09-30 | 23 | $1.4億 | 10 | |
| 2016-06-30 | 22 | $1.3億 | 30 | |
| 2016-03-31 | 19 | $1.2億 | 0 |
今四半期の持株変動
Silicon Valley Capital Partnersの2026-03-31時点における主要なポジション変更： 新規購入: Amcor plc (AMCR); 新規購入: Ishares Msci South Korea ETF (EWY); 新規購入: Edwards Lifesciences CORP (EW); 新規購入: Vanguard Total Stock Mkt ETF (VTI); 減少: Salesforce INC (CRM) — 保有株数 -91.82%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +1.2% | +135349.46% | 増加 |
| 2 | AVGO | Broadcom INC | +1.1% | +51.64% | 増加 |
| 3 | UNH | Unitedhealth Group INC | +0.9% | +1605.87% | 増加 |
| 4 | SNOW | Snowflake INC | +0.8% | +5287.90% | 増加 |
| 5 | ORCL | Oracle CORP | +0.6% | +72.46% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.4% | +5.42% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.29% | 増加 |
| 8 | NOW | Servicenow INC | +0.2% | +55.19% | 増加 |
| 9 | APD | Air Products & Chemicals INC | +0.2% | -4.87% | 減少 |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | -3.81% | 減少 |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | -3.68% | 減少 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +38.87% | 増加 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.10% | 減少 |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +1.50% | 増加 |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | -2.82% | 減少 |
| 16 | MU | Micron Technology INC | +0.1% | +7.17% | 増加 |
| 17 | MRVL | Marvell Technology INC | +0.1% | +0.07% | 増加 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.41% | 減少 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.72% | 減少 |
| 20 | ISRG | Intuitive Surgical INC | — | +13.37% | 増加 |
| 21 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | -0.16% | 減少 |
| 22 | MGK | Vanguard Mega Cap Growth ETF | 0% | +0.11% | 増加 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.11% | 減少 |
| 24 | GSLC | Goldman Activebeta US Lc ETF | 0% | -3.13% | 減少 |
| 25 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -40.59% | 減少 |
| 26 | GS | Goldman Sachs Group INC | 0% | -93.76% | 減少 |
| 27 | INTU | Intuit INC | -0.1% | +0.23% | 増加 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +5.36% | 増加 |
| 29 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -0.66% | 減少 |
| 30 | VUG | Vanguard Growth ETF | -0.1% | +0.72% | 増加 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -78.70% | 減少 |
| 32 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | -8.19% | 減少 |
| 33 | AAPL | Apple INC | -0.1% | -2.11% | 減少 |
| 34 | CVX | Chevron CORP | -0.1% | -85.24% | 減少 |
| 35 | RBLX | Roblox CORP -class A | -0.2% | -30.25% | 減少 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -58.41% | 減少 |
| 37 | AXP | American Express Co | -0.2% | -4.84% | 減少 |
| 38 | COST | Costco Wholesale CORP | -0.3% | -34.48% | 減少 |
| 39 | AMZN | Amazon.com INC | -0.4% | -6.76% | 減少 |
| 40 | BAC | Bank Of America CORP | -0.4% | -26.58% | 減少 |
| 41 | LLY | Eli Lilly & Co | -0.6% | -26.55% | 減少 |
| 42 | HD | Home Depot INC | -0.6% | -76.16% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.6% | +8.91% | 増加 |
| 44 | XOM | Exxon Mobil CORP | -0.7% | -82.68% | 減少 |
| 45 | USB | US Bancorp | -0.9% | -71.21% | 減少 |
| 46 | CRM | Salesforce INC | -1.9% | -91.82% | 減少 |
| 47 | AMCR | Amcor plc | — | NEW | 新規購入 |
| 48 | EWY | Ishares Msci South Korea ETF | — | NEW | 新規購入 |
| 49 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 50 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
FAQ
Silicon Valley Capital Partnersとはどのような機関投資家ですか？
Silicon Valley Capital Partnersはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $10.2億、454 件のポジションが開示されています。
Silicon Valley Capital Partnersの主要ポジションは何ですか？
最新の13Fファイリングによると、Silicon Valley Capital Partnersの時価総額上位の保有銘柄は以下の通りです：
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $1.4億 (13.5%)
2. Invesco Qqq Trust Series 1 (QQQ) — $7482.9万 (7.3%)
3. Vanguard Info Tech ETF (VGT) — $6686.3万 (6.5%)
4. Nvidia CORP (NVDA) — $6511.7万 (6.4%)
5. Microsoft CORP (MSFT) — $5395.4万 (5.3%)
Silicon Valley Capital Partnersは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Silicon Valley Capital Partnersは50件の主要なポジション調整を実施しました：4件の新規ポジション開設、18件の保有増加、28件の一部売却、および0件の完全売却です。 その中でも特に大きな変動：新規購入: Amcor plc (AMCR); 新規購入: Ishares Msci South Korea ETF (EWY); 新規購入: Edwards Lifesciences CORP (EW); 新規購入: Vanguard Total Stock Mkt ETF (VTI); 減少: Salesforce INC (CRM) — 保有株数 -91.82%
Silicon Valley Capital Partnersはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくSilicon Valley Capital Partnersの主要セクター配分は以下の通りです：
• Information Technology: 56.5%
• Communication Services: 18.9%
• Financials: 7.8%
• Consumer Discretionary: 7.3%
• Health Care: 5.6%
• Consumer Staples: 2.4%