CD

Capital Developers, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.1亿

申报季度: 2026-03-31 · 持股只数: 52

Capital Developers, LLC在最新一期 13F 报告中披露了 52 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 4.9%。

浏览其他1 亿至 10 亿美元机构浏览其他以“C”开头的机构

机构性格雪花图

集中度
19.67
持仓稳定性
4.91
动能／逆势
100
行业集中度
56.02
多样化
100
仓位均衡度
87.4

近期动向

  • 减仓 IWL

    -1.0%　-US$59.1万

  • 减仓 QQQM

    +0.3%　-US$54.7万

  • 减仓 MOAT

    -5.1%　-US$46.1万

  • 加仓 FNDE

    +2.9%　US$40.7万

  • 加仓 DBEF

    +1.2%　US$30.4万

  • 加仓 XMMO

    +3.3%　US$29.8万

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
1XMHQInvesco S&p Midcap Qual ETFETF-其他9.16%+0.19%+0.73%
2QQQMInvesco Nasdaq 100 ETFETF-科技型8.10%-0.45%+0.33%
3DBEFXtrackers Msci Eafe Hedged EETF-其他7.28%+0.31%+1.20%
4SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长7.27%-0.21%+2.99%
5IWLIshares Russell Top 200 ETFETF-其他7.23%-0.49%-0.97%
6JMEEJPM Sma & Mid Cap En Eq Et-uETF-其他6.72%+0.29%+0.31%
7FNDESchwab Fndmntl Em Mrk Eq ETFETF-其他4.39%+0.39%+2.85%
8IDMOInvesco S&p International DeETF-其他4.30%+0.04%+1.77%
9QQQInvesco Qqq Trust Series 1ETF-科技型4.16%-0.23%+0.49%
10XMMOInvesco S&p Midcap MomentumETF-其他3.56%+0.29%+3.28%
11SPHQInvesco S&p 500 Quality ETFETF-大型股与成长3.49%+0.16%+4.00%
12MOATVaneck Morningstar Wide MoatETF-其他3.24%-0.40%-5.05%
13IJHIshares Core S&p Midcap ETFETF-其他3.21%—-2.74%
14IXUSIshares Core Intl Stock ETFETF-其他2.99%+0.01%-2.42%
15DGROIshares Core Dividend GrowthETF-其他2.48%-0.03%-2.58%
16FTCSFirst Trust Capital StrengthETF-其他2.36%-0.01%-1.10%
17HEFAIsha Curr Hedged Msci EafeETF-其他2.11%-0.01%-3.66%
18SMLVSs Spdr US Sc Low Vol IdxETF-其他1.46%+0.03%-3.07%
19IUSInvesco Rafi Strategic US EtETF-其他1.43%—-1.46%
20PGProcter & Gamble Co/the股票-非周期性消费1.27%+0.01%—
21IVVIshares Core S&p 500 ETFETF-大型股与成长0.92%-0.06%-2.25%
22IJRIshares Core S&p Small-cap EETF-中小型股0.86%+0.03%-0.13%
23AAPLApple INC股票-科技0.69%-0.02%+3.82%
24RYRoyal Bank Of Canada股票-金融0.69%-0.03%—
25SOXXIshares Semiconductor ETFETF-其他0.66%+0.06%—
26JPSEJPM Diversified Rt Small CapETF-中小型股0.64%+0.01%-2.68%
27IHDGWisdomtree International HedETF-其他0.64%-0.05%-7.60%
28SPEMState Street Sp Ptf Em ETFETF-其他0.63%-0.01%-2.00%
29SCHDSchwab US Dvd Equity ETFETF-其他0.62%+0.05%-3.04%
30EWXState Street Spdr S&p EmergiETF-其他0.53%-0.07%-12.18%
31FVDFirst Trust Value Line DvdETF-其他0.49%+0.01%-0.36%
32VOVanguard Mid-cap ETFETF-其他0.49%—+0.05%
33VTVVanguard Value ETFETF-其他0.47%+0.01%+0.11%
34LOWLowe's Cos INC股票-周期性消费0.41%-0.01%—
35MSFTMicrosoft CORP股票-科技0.40%-0.10%+3.27%
36GOOGLAlphabet Inc-cl A股票-通信服务0.37%-0.03%—
37WMTWalmart INC股票-非周期性消费0.36%+0.04%—
38JNJJohnson & Johnson股票-医疗保健0.36%+0.06%+0.06%
39AVGOBroadcom INC股票-科技0.33%-0.04%—
40IGVIshares Expanded Tech-softwaETF-科技型0.32%-0.11%-0.77%
41RPGInvesco S&p 500 Pure GrowthETF-大型股与成长0.31%——
42IYCIshares US Consumer DiscretiETF-其他0.30%-0.02%-0.66%
43JPIBJpmorgan Intl Bnd ETFETF-其他0.28%—-0.12%
44IHIIshares U.s. Medical DevicesETF-其他0.27%-0.03%+3.78%
45IWMIshares Russell 2000 ETFETF-中小型股0.26%-0.01%-4.01%
46MPCMarathon Petroleum CORP股票-能源0.25%+0.25%NEW
47AMZNAmazon.com INC股票-周期性消费0.23%—+8.13%
48HDHome Depot INC股票-周期性消费0.21%-0.01%—
49JPMJpmorgan Chase & Co股票-金融0.21%-0.01%—
50CVXChevron CORP股票-能源0.20%+0.20%NEW
1–50 of 52

本季持股变动

Capital Developers, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Marathon Petroleum CORP (MPC); 新建仓: Chevron CORP (CVX); 减仓: Ishares Russell Top 200 ETF (IWL) — 股数 -0.97%; 加仓: Invesco Nasdaq 100 ETF (QQQM) — 股数 +0.33%; 减仓: Vaneck Morningstar Wide Moat (MOAT) — 股数 -5.05%.

Capital Developers, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FNDESchwab Fndmntl Em Mrk Eq ETF+0.4%+2.85%加仓
2DBEFXtrackers Msci Eafe Hedged E+0.3%+1.20%加仓
3XMMOInvesco S&p Midcap Momentum+0.3%+3.28%加仓
4JMEEJPM Sma & Mid Cap En Eq Et-u+0.3%+0.31%加仓
5XMHQInvesco S&p Midcap Qual ETF+0.2%+0.73%加仓
6SPHQInvesco S&p 500 Quality ETF+0.2%+4.00%加仓
7SOXXIshares Semiconductor ETF+0.1%—不变
8JNJJohnson & Johnson+0.1%+0.06%加仓
9SCHDSchwab US Dvd Equity ETF+0.1%-3.04%减仓
10WMTWalmart INC0%—不变
11IDMOInvesco S&p International De0%+1.77%加仓
12IJRIshares Core S&p Small-cap E0%-0.13%减仓
13SMLVSs Spdr US Sc Low Vol Idx0%-3.07%减仓
14VTVVanguard Value ETF0%+0.11%加仓
15JPSEJPM Diversified Rt Small Cap0%-2.68%减仓
16PGProcter & Gamble Co/the0%—不变
17FVDFirst Trust Value Line Dvd0%-0.36%减仓
18IXUSIshares Core Intl Stock ETF0%-2.42%减仓
19IJHIshares Core S&p Midcap ETF—-2.74%减仓
20AMZNAmazon.com INC—+8.13%加仓
21JPIBJpmorgan Intl Bnd ETF—-0.12%减仓
22VOVanguard Mid-cap ETF—+0.05%加仓
23IUSInvesco Rafi Strategic US Et—-1.46%减仓
24IUSBIshr Cr Unvrse Usd Bd Etf-ui——不变
25HEFAIsha Curr Hedged Msci Eafe0%-3.66%减仓
26FTCSFirst Trust Capital Strength0%-1.10%减仓
27JPMJpmorgan Chase & Co0%—不变
28SPEMState Street Sp Ptf Em ETF0%-2.00%减仓
29HDHome Depot INC0%—不变
30IWMIshares Russell 2000 ETF0%-4.01%减仓
31LOWLowe's Cos INC0%—不变
32AAPLApple INC0%+3.82%加仓
33IYCIshares US Consumer Discreti0%-0.66%减仓
34DGROIshares Core Dividend Growth0%-2.58%减仓
35RYRoyal Bank Of Canada0%—不变
36IHIIshares U.s. Medical Devices0%+3.78%加仓
37GOOGLAlphabet Inc-cl A0%—不变
38AVGOBroadcom INC0%—不变
39IHDGWisdomtree International Hed-0.1%-7.60%减仓
40IVVIshares Core S&p 500 ETF-0.1%-2.25%减仓
41EWXState Street Spdr S&p Emergi-0.1%-12.18%减仓
42MSFTMicrosoft CORP-0.1%+3.27%加仓
43IGVIshares Expanded Tech-softwa-0.1%-0.77%减仓
44SPMOInvesco S&p 500 Momentum ETF-0.2%+2.99%加仓
45QQQInvesco Qqq Trust Series 1-0.2%+0.49%加仓
46MOATVaneck Morningstar Wide Moat-0.4%-5.05%减仓
47QQQMInvesco Nasdaq 100 ETF-0.5%+0.33%加仓
48IWLIshares Russell Top 200 ETF-0.5%-0.97%减仓
49MPCMarathon Petroleum CORP—NEW新建仓
50CVXChevron CORP—NEW新建仓

FAQ

Capital Developers, LLC 是什么机构？属于哪种投资人类型？
Capital Developers, LLC 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.1亿，分布在 52 个已申报仓位之中。
Capital Developers, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Capital Developers, LLC 按市值排列的前几大持股为： 1. Invesco S&p Midcap Qual ETF (XMHQ) — US$1016.5万 (9.2%) 2. Invesco Nasdaq 100 ETF (QQQM) — US$899.4万 (8.1%) 3. Xtrackers Msci Eafe Hedged E (DBEF) — US$808.0万 (7.3%) 4. Invesco S&p 500 Momentum ETF (SPMO) — US$807.6万 (7.3%) 5. Ishares Russell Top 200 ETF (IWL) — US$802.6万 (7.2%)
Capital Developers, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Capital Developers, LLC 共进行了 40 项显著调整：新建仓 2 个仓位、加仓 17 个既有持股、减仓 21 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Marathon Petroleum CORP (MPC); 新建仓: Chevron CORP (CVX); 减仓: Ishares Russell Top 200 ETF (IWL) — 股数 -0.97%; 加仓: Invesco Nasdaq 100 ETF (QQQM) — 股数 +0.33%; 减仓: Vaneck Morningstar Wide Moat (MOAT) — 股数 -5.05%
Capital Developers, LLC 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，Capital Developers, LLC 的主要板块分布如下： • Consumer Staples: 27.4% • Information Technology: 23.7% • Financials: 15.0% • Consumer Discretionary: 14.3% • Energy: 7.6% • Communication Services: 6.2%

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