CIK: 0002006661
申報總市值
US$1.4億
申報季度: 2026-03-31 · 持股檔數: 49
Leibman Financial Services, Inc.在最新一期 13F 報告中揭露了 49 項持股，申報期為 2026-03-31，總持股市值約為 US$1.4億，季度換手率為 26.8%。
Leibman Financial Services, Inc. 目前揭露的持股，Herfindahl 集中度指數為 0.029——換算下來相當於約 34 個等權重部位，與其實際揭露的 49 檔持股相當接近。資金分佈相對平均，並未集中於少數標的。
整體部位大小相當一致（變異係數為 0.67），顯示該機構在資金配置上採取較有紀律、規則化的方式。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
減碼 ALB
-73.0% -US$276.9萬
減碼 USFR
-17.3% -US$256.1萬
減碼 FCX
-45.7% -US$173.8萬
減碼 LULU
-10.2% -US$156.3萬
減碼 DIS
-25.3% -US$123.9萬
減碼 GOOG
-19.7% -US$102.4萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 9.04% | -1.69% | -17.26% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-其他 | 4.13% | -0.28% | +4.51% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.92% | -0.09% | -9.42% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.31% | — | +3.23% | |
| 5 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 3.14% | -0.29% | -16.51% | |
| 6 | AMGN | Amgen INC | 股票-醫療保健 | 3.07% | +0.28% | +0.64% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 2.98% | +0.26% | +2.59% | |
| 8 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.98% | +2.98% | NEW | |
| 9 | TMUS | T-mobile US INC | 股票-通訊服務 | 2.88% | +0.52% | +15.93% | |
| 10 | SFM | Sprouts Farmers Market INC | 股票-非循環性消費 | 2.86% | +2.86% | NEW | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.84% | -0.34% | -2.75% | |
| 12 | KNSL | Kinsale Capital Group INC | 股票-金融 | 2.43% | -0.23% | +2.55% | |
| 13 | CASY | Casey's General Stores INC | 股票-循環性消費 | 2.38% | +0.58% | -1.26% | |
| 14 | TGT | Target CORP | 股票-循環性消費 | 2.34% | +0.49% | +0.48% | |
| 15 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 2.30% | +0.39% | +1.56% | |
| 16 | AAPL | Apple INC | 股票-科技 | 2.30% | -0.13% | -0.51% | |
| 17 | SMIN | Ishares Msci India Small-cap | ETF-其他 | 2.28% | -0.18% | +6.67% | |
| 18 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 2.24% | -1.09% | -10.23% | |
| 19 | CAVA | Cava Group INC | 股票-循環性消費 | 2.21% | -0.64% | -44.73% | |
| 20 | FCX | Freeport-mcmoran INC | 股票-原物料 | 2.16% | -1.22% | -45.69% | |
| 21 | MELI | Mercadolibre INC | 股票-循環性消費 | 2.08% | +0.64% | +65.42% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.08% | -0.70% | -19.71% | |
| 23 | PLD | Prologis INC | 股票-房地產 | 1.99% | +0.12% | +1.08% | |
| 24 | CALM | Cal-maine Foods INC | 股票-非循環性消費 | 1.94% | +1.94% | NEW | |
| 25 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.81% | -0.09% | +56.32% | |
| 26 | SE | Sea Ltd-adr | 股票-通訊服務 | 1.81% | +0.62% | +129.49% | |
| 27 | LOW | Lowe's Cos INC | 股票-循環性消費 | 1.76% | -0.07% | -3.50% | |
| 28 | URI | United Rentals INC | 股票-工業 | 1.65% | -0.08% | +3.91% | |
| 29 | CPNG | Coupang INC | 股票-循環性消費 | 1.63% | +0.39% | +61.19% | |
| 30 | FSLR | First Solar INC | 股票-科技 | 1.61% | -0.52% | -1.19% | |
| 31 | OC | Owens Corning | 股票-工業 | 1.59% | +0.10% | +8.02% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.57% | -0.87% | -25.26% | |
| 33 | CMG | Chipotle Mexican Grill INC | 股票-循環性消費 | 1.54% | -0.08% | +7.59% | |
| 34 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 1.53% | -0.21% | -8.65% | |
| 35 | CPRT | Copart INC | 股票-工業 | 1.38% | -0.14% | +4.85% | |
| 36 | GRAB | Grab Holdings Limited | 股票-科技 | 1.36% | — | +33.01% | |
| 37 | NXT | Nextpower Inc-cl A | 股票-科技 | 1.33% | +0.19% | -16.80% | |
| 38 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.25% | -0.07% | +31.15% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.23% | — | -11.28% | |
| 40 | ALB | Albemarle CORP | 股票-原物料 | 1.06% | -1.98% | -72.97% | |
| 41 | STRL | Sterling Infrastructure INC | 股票-工業 | 1.04% | +0.30% | +4.09% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.99% | +0.23% | +11.58% | |
| 43 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.94% | -0.13% | +3.50% | |
| 44 | ENPH | Enphase Energy INC | 股票-科技 | 0.92% | +0.16% | +1.27% | |
| 45 | DDOG | Datadog INC - Class A | 股票-科技 | 0.79% | -0.09% | +1.79% | |
| 46 | PGNY | Progyny INC | 股票-其他 | 0.60% | -0.26% | +3.99% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.45% | — | -1.84% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.17% | — | — | |
| 49 | PUBM | Pubmatic Inc-class A | 股票-其他 | 0.10% | -0.64% | -85.90% |
Q3 2026績效
+2%
近4個季度績效
+23.9%
根據可取得價格的持股（佔申報價值的73%）計算
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 49 | US$1.4億 | 27 | |
| 2025-12-31 | 51 | US$1.4億 | 47 | |
| 2025-09-30 | 48 | US$1.3億 | 50 | |
| 2025-06-30 | 49 | US$1.3億 | 0 | |
| 2025-03-31 | 53 | US$1.3億 | 0 | |
| 2024-12-31 | 55 | US$1.4億 | 0 | |
| 2024-09-30 | 57 | US$1.4億 | 0 | |
| 2024-06-30 | 56 | US$1.3億 | 0 | |
| 2024-03-31 | 53 | US$1.3億 | 0 | |
| 2023-12-31 | 52 | US$1.2億 | 0 |
Leibman Financial Services, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Bristol-myers Squibb Co (BMY); 新建倉: Sprouts Farmers Market INC (SFM); 新建倉: Cal-maine Foods INC (CALM); 清倉: Caterpillar INC (CAT); 清倉: Deere & Co (DE).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre INC | +0.6% | +65.42% | 加碼 |
| 2 | SE | Sea Ltd-adr | +0.6% | +129.49% | 加碼 |
| 3 | CASY | Casey's General Stores INC | +0.6% | -1.26% | 減碼 |
| 4 | TMUS | T-mobile US INC | +0.5% | +15.93% | 加碼 |
| 5 | TGT | Target CORP | +0.5% | +0.48% | 加碼 |
| 6 | CPNG | Coupang INC | +0.4% | +61.19% | 加碼 |
| 7 | ILF | Ishares Latin America 40 ETF | +0.4% | +1.56% | 加碼 |
| 8 | STRL | Sterling Infrastructure INC | +0.3% | +4.09% | 加碼 |
| 9 | AMGN | Amgen INC | +0.3% | +0.64% | 加碼 |
| 10 | DGS | Wisdomtree Em Small Cap | +0.3% | +2.59% | 加碼 |
| 11 | COST | Costco Wholesale CORP | +0.2% | +11.58% | 加碼 |
| 12 | NXT | Nextpower Inc-cl A | +0.2% | -16.80% | 減碼 |
| 13 | ENPH | Enphase Energy INC | +0.2% | +1.27% | 加碼 |
| 14 | PLD | Prologis INC | +0.1% | +1.08% | 加碼 |
| 15 | OC | Owens Corning | +0.1% | +8.02% | 加碼 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.23% | 加碼 |
| 17 | LOW | Lowe's Cos INC | -0.1% | -3.50% | 減碼 |
| 18 | PINS | Pinterest Inc- Class A | -0.1% | +31.15% | 加碼 |
| 19 | CMG | Chipotle Mexican Grill INC | -0.1% | +7.59% | 加碼 |
| 20 | URI | United Rentals INC | -0.1% | +3.91% | 加碼 |
| 21 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -9.42% | 減碼 |
| 22 | TTD | Trade Desk Inc/the -class A | -0.1% | +56.32% | 加碼 |
| 23 | DDOG | Datadog INC - Class A | -0.1% | +1.79% | 加碼 |
| 24 | AAPL | Apple INC | -0.1% | -0.51% | 減碼 |
| 25 | CRWD | Crowdstrike Holdings INC - A | -0.1% | +3.50% | 加碼 |
| 26 | CPRT | Copart INC | -0.1% | +4.85% | 加碼 |
| 27 | SMIN | Ishares Msci India Small-cap | -0.2% | +6.67% | 加碼 |
| 28 | ARE | Alexandria Real Estate Equit | -0.2% | -8.65% | 減碼 |
| 29 | KNSL | Kinsale Capital Group INC | -0.2% | +2.55% | 加碼 |
| 30 | PGNY | Progyny INC | -0.3% | +3.99% | 加碼 |
| 31 | EPI | Wisdomtree India Earnings | -0.3% | +4.51% | 加碼 |
| 32 | TECK | Teck Resources Ltd-cls B | -0.3% | -16.51% | 減碼 |
| 33 | AMZN | Amazon.com INC | -0.3% | -2.75% | 減碼 |
| 34 | FSLR | First Solar INC | -0.5% | -1.19% | 減碼 |
| 35 | CAVA | Cava Group INC | -0.6% | -44.73% | 減碼 |
| 36 | PUBM | Pubmatic Inc-class A | -0.6% | -85.90% | 減碼 |
| 37 | GOOG | Alphabet Inc-cl C | -0.7% | -19.71% | 減碼 |
| 38 | DIS | Walt Disney Co/the | -0.9% | -25.26% | 減碼 |
| 39 | LULU | Lululemon Athletica INC | -1.1% | -10.23% | 減碼 |
| 40 | FCX | Freeport-mcmoran INC | -1.2% | -45.69% | 減碼 |
| 41 | USFR | Wisdomtree Floating Rate Tre | -1.7% | -17.26% | 減碼 |
| 42 | ALB | Albemarle CORP | -2% | -72.97% | 減碼 |
| 43 | BMY | Bristol-myers Squibb Co | — | NEW | 新建倉 |
| 44 | SFM | Sprouts Farmers Market INC | — | NEW | 新建倉 |
| 45 | CALM | Cal-maine Foods INC | — | NEW | 新建倉 |
| 46 | CAT | Caterpillar INC | — | EXIT | 清倉 |
| 47 | DE | Deere & Co | — | EXIT | 清倉 |
| 48 | AES | Aes CORP | — | EXIT | 清倉 |
| 49 | MSFT | Microsoft CORP | — | EXIT | 清倉 |
| 50 | SHEL | Shell Plc-adr | — | EXIT | 清倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-20 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-09 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-09 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-13 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-08 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-09 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-04 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-05 | 13F-HR | 在 EDGAR 上查看 |
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