CIK: 0001978521
申报总市值
US$4.4亿
申报季度: 2026-03-31 · 持股只数: 240
3Chopt Investment Partners, LLC在最新一期 13F 报告中披露了 240 项持股，申报期为 2026-03-31，总持股市值约为 US$4.4亿，季度换手率为 14.8%。
3Chopt Investment Partners, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.031——换算下来相当于约 32 个等权重仓位，明显低于其实际披露的 240 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.54），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 52%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 VOO
+7.8% US$146.3万
加仓 VB
+3.2% US$120.8万
加仓 XOM
+2.9% US$123.8万
减仓 QCOM
-13.2% -US$108.3万
减仓 MSFT
+16.7% -US$118.7万
加仓 WMB
+1.2% US$91.3万
仅显示前 200 大持股（共 240 只）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 12.53% | +0.58% | +7.83% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.10% | — | +5.96% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 6.00% | +0.39% | +3.24% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.10% | — | +5.62% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.14% | -0.15% | +2.11% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.22% | +16.73% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 1.91% | -0.17% | +0.74% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | — | +2.64% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.62% | -0.21% | +0.49% | |
| 10 | MCK | Mckesson CORP | 股票-医疗保健 | 1.58% | +0.13% | +0.89% | |
| 11 | PM | Philip Morris International | 股票-非周期性消费 | 1.51% | — | -1.51% | |
| 12 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 1.32% | — | +1.91% | |
| 13 | VST | Vistra CORP | 股票-公用事业 | 1.28% | -0.11% | -3.27% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.23% | — | +1.51% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.20% | +0.18% | -2.52% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.10% | -1.37% | |
| 17 | WMB | Williams Cos INC | 股票-能源 | 1.13% | +0.22% | +1.25% | |
| 18 | MO | Altria Group INC | 股票-非周期性消费 | 1.12% | +0.15% | -0.32% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.00% | +0.16% | +4.11% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.98% | — | +0.43% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.96% | -0.09% | +0.01% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.30% | +2.93% | |
| 23 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.87% | -0.20% | +0.67% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.83% | — | +4.53% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.82% | +0.19% | +1.84% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | -0.11% | +0.86% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.76% | — | -1.91% | |
| 28 | JMOM | Jpmorgan US Momentum Factor | ETF-其他 | 0.75% | — | — | |
| 29 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.74% | +0.09% | -1.77% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工业 | 0.70% | — | +2.39% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.08% | -4.22% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.69% | -0.11% | +1.78% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | — | -0.08% | |
| 34 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.65% | -0.18% | -0.73% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.63% | — | +0.10% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.63% | +0.21% | -2.53% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.63% | — | +13.56% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | — | -0.50% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | +0.11% | +3.14% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.61% | +0.12% | +0.39% | |
| 41 | DBX | Dropbox Inc-class A | 股票-科技 | 0.61% | -0.18% | -8.55% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.18% | +3.62% | |
| 43 | BKR | Baker Hughes Co | 股票-能源 | 0.60% | +0.16% | -0.18% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.59% | -0.07% | +1.90% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | — | +3.94% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | +3.86% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.54% | — | +5.64% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | -3.47% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | — | — | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | — | -1.95% |
Q3 2026表现
+4.1%
近4个季度表现
+22.2%
基于可获取价格的持仓（占申报价值的77%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 240 | US$4.4亿 | 15 | |
| 2025-12-31 | 231 | US$4.5亿 | 10 | |
| 2025-09-30 | 230 | US$4.4亿 | 27 | |
| 2025-06-30 | 226 | US$4.2亿 | 0 | |
| 2025-03-31 | 228 | US$3.8亿 | 0 | |
| 2024-12-31 | 75 | US$2.9亿 | 0 | |
| 2024-09-30 | 70 | US$2.8亿 | 0 | |
| 2024-06-30 | 183 | US$3.3亿 | 0 | |
| 2024-03-31 | 68 | US$2.4亿 | 0 | |
| 2023-12-31 | 165 | US$2.7亿 | 0 | |
| 2023-09-30 | 57 | US$1.7亿 | 0 | |
| 2023-06-30 | 135 | US$2.0亿 | 0 | |
| 2023-03-31 | 141 | US$1.9亿 | 0 | |
| 2022-12-31 | 266 | US$1.8亿 | 0 |
3Chopt Investment Partners, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Wells Fargo & Co (WFC); 清仓: Capital One Financial CORP (COF); 清仓: Arch Capital Group Ltd. (ACGL); 清仓: Oracle CORP (ORCL); 清仓: Citigroup INC (C).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +7.83% | 加仓 |
| 2 | VB | Vanguard Small-cap ETF | +0.4% | +3.24% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +2.93% | 加仓 |
| 4 | WMB | Williams Cos INC | +0.2% | +1.25% | 加仓 |
| 5 | MPC | Marathon Petroleum CORP | +0.2% | -2.53% | 减仓 |
| 6 | LRCX | Lam Research CORP | +0.2% | +1.84% | 加仓 |
| 7 | CVX | Chevron CORP | +0.2% | +3.62% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -2.52% | 减仓 |
| 9 | BKR | Baker Hughes Co | +0.2% | -0.18% | 减仓 |
| 10 | WMT | Walmart INC | +0.2% | +4.11% | 加仓 |
| 11 | CTAS | Cintas CORP | +0.2% | +81.38% | 加仓 |
| 12 | MO | Altria Group INC | +0.2% | -0.32% | 减仓 |
| 13 | AMAT | Applied Materials INC | +0.1% | +0.20% | 加仓 |
| 14 | MCK | Mckesson CORP | +0.1% | +0.89% | 加仓 |
| 15 | KLAC | Kla CORP | +0.1% | +0.39% | 加仓 |
| 16 | MRK | Merck & Co. INC. | +0.1% | +3.14% | 加仓 |
| 17 | EXPE | Expedia Group INC | +0.1% | +75.43% | 加仓 |
| 18 | EOG | Eog Resources INC | +0.1% | +5.36% | 加仓 |
| 19 | CF | Cf Industries Holdings INC | +0.1% | -18.85% | 减仓 |
| 20 | GILD | Gilead Sciences INC | +0.1% | -1.77% | 减仓 |
| 21 | MU | Micron Technology INC | +0.1% | +1.97% | 加仓 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +15.07% | 加仓 |
| 23 | D | Dominion Energy INC | +0.1% | +16.34% | 加仓 |
| 24 | PGR | Progressive CORP | -0.1% | +1.90% | 加仓 |
| 25 | GOOGL | Alphabet Inc-cl A | -0.1% | -4.22% | 减仓 |
| 26 | AXP | American Express Co | -0.1% | -0.59% | 减仓 |
| 27 | AMZN | Amazon.com INC | -0.1% | +0.01% | 加仓 |
| 28 | NVR | Nvr INC | -0.1% | -13.52% | 减仓 |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | -1.37% | 减仓 |
| 30 | VST | Vistra CORP | -0.1% | -3.27% | 减仓 |
| 31 | TSLA | Tesla INC | -0.1% | +1.78% | 加仓 |
| 32 | LLY | Eli Lilly & Co | -0.1% | +0.86% | 加仓 |
| 33 | GOOG | Alphabet Inc-cl C | -0.2% | +2.11% | 加仓 |
| 34 | AVGO | Broadcom INC | -0.2% | +0.74% | 加仓 |
| 35 | DBX | Dropbox Inc-class A | -0.2% | -8.55% | 减仓 |
| 36 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -0.73% | 减仓 |
| 37 | BKNG | Booking Holdings INC | -0.2% | +0.67% | 加仓 |
| 38 | META | Meta Platforms Inc-class A | -0.2% | +0.49% | 加仓 |
| 39 | MSFT | Microsoft CORP | -0.2% | +16.73% | 加仓 |
| 40 | QCOM | Qualcomm INC | -0.2% | -13.24% | 减仓 |
| 41 | WFC | Wells Fargo & Co | — | EXIT | 清仓 |
| 42 | COF | Capital One Financial CORP | — | EXIT | 清仓 |
| 43 | ACGL | Arch Capital Group Ltd. | — | EXIT | 清仓 |
| 44 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 45 | C | Citigroup INC | — | EXIT | 清仓 |
| 46 | VONV | Vanguard Russell 1000 Value | — | EXIT | 清仓 |
| 47 | MS | Morgan Stanley | — | EXIT | 清仓 |
| 48 | BMY | Bristol-myers Squibb Co | — | EXIT | 清仓 |
| 49 | KMI | Kinder Morgan INC | — | NEW | 新建仓 |
| 50 | MEDP | Medpace Holdings INC | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-20 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-13 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-15 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-22 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-12 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-15 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-26 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-23 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-05-24 | 13F-HR | 在 EDGAR 上查看 |
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