Angel Oak Capital Advisors, LLC

行业集中型逆势操作型高频交易型

申报总市值

US$8999.7万

申报季度: 2026-03-31 · 持股只数: 33

Angel Oak Capital Advisors, LLC在最新一期 13F 报告中披露了 33 项持股，申报期为 2026-03-31，总持股市值约为 US$8999.7万，季度换手率为 86.2%。

机构性格雪花图

集中度: 85.5
持仓稳定性: 86.17
动能／逆势: 0
行业集中度: 100
多样化: 66
仓位均衡度: 75.01

近期动向

减仓 USHY
-56.1%　-US$767.8万
减仓 AOHY
-28.8%　-US$322.5万
减仓 MBS
-31.4%　-US$300.0万
减仓 PNBK
-3.8%　-US$190.8万
减仓 FCNCA
-25.4%　-US$74.3万
加仓 TRBF
+122.2%　US$186.6万

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
1	BKLN	Invesco Senior Loan ETF	ETF-其他	43.69%	+43.69%	NEW
2	AOHY	Angel Oak High Yild Oppo ETF	ETF-其他	8.39%	-7.28%	-28.83%
3	MBS	Angel Oak Mortg-bcked Se ETF	ETF-其他	7.07%	-6.54%	-31.37%
4	USHY	Ishares Broad Usd High Yield	ETF-非投资级债	6.51%	-13.16%	-56.08%
5	PNBK	Patriot National Bancorp INC	股票-其他	4.54%	-4.17%	-3.84%
6	TRBF	Angel Oak Total Return ETF	ETF-其他	3.80%	+1.54%	+122.19%
7	KINS	Kingstone Cos INC	股票-其他	1.75%	-0.90%	—
8	UMBF	Umb Financial CORP	股票-金融	1.70%	-0.57%	—
9	MTB	M & T Bank CORP	股票-金融	1.70%	-0.32%	+7.25%
10	FCNCA	First Citizens Bcshs -cl A	股票-金融	1.57%	-1.57%	-25.37%
11	EFC	Ellington Financial INC	股票-其他	1.57%	-0.78%	—
12	PFBC	Preferred Bank/los Angeles	股票-其他	1.56%	+0.87%	+210.00%
13	GCBC	Greene County Bancorp INC	股票-其他	1.52%	-0.42%	+1.67%
14	PLBC	Plumas Bancorp	股票-其他	1.39%	-0.43%	-8.21%
15	C	Citigroup INC	股票-金融	1.39%	-0.48%	—
16	PMT	Pennymac Mortgage Investment	股票-其他	1.05%	-0.43%	—
17	PB	Prosperity Bancshares INC	股票-金融	1.04%	-0.36%	—
18	BSVN	Bank7 CORP	股票-其他	0.97%	-0.34%	—
19	FUNC	First United CORP	股票-其他	0.96%	-0.33%	—
20	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.83%	+0.83%	NEW
21	SSB	Southstate Bank CORP	股票-金融	0.82%	-0.27%	—
22	COLB	Columbia Banking System INC	股票-金融	0.76%	-0.26%	—
23	PNFP	Pinnacle Financial Partners	股票-金融	0.67%	+0.67%	NEW
24	SFBS	Servisfirst Bancshares INC	股票-金融	0.65%	+0.65%	NEW
25	FSBW	Fs Bancorp INC	股票-其他	0.64%	-0.26%	—
26	EGBN	Eagle Bancorp INC	股票-其他	0.55%	-0.45%	-37.50%
27	FL8	Flushing Financial CORP	股票-其他	0.51%	-0.15%	—
28	NIC	Nicolet Bankshares INC	股票-其他	0.50%	-0.03%	—
29	FLG	Flagstar Bank NA	股票-金融	0.44%	-0.02%	+20.00%
30	NBN	Northeast Bank	股票-其他	0.44%	-0.01%	+16.67%
31	SYBT	Stock Yards Bancorp INC	股票-其他	0.37%	+0.37%	NEW
32	AGNC	Agnc Investment CORP	股票-房地产	0.34%	-0.14%	—
33	AROW	Arrow Financial CORP	股票-其他	0.30%	-0.20%	-27.27%

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

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	33	US$8999.7万	86	1BKLN 2AOHY 3MBS 主要持股2026-03-31 1.BKLN 2.AOHY 3.MBS 4.USHY 5.PNBK 6.TRBF 7.KINS 8.UMBF 9.MTB 10.FCNCA
2025-12-31	35	US$6879.7万	82	1USHY 2AOHY 3MBS 主要持股2025-12-31 1.USHY 2.AOHY 3.MBS 4.PNBK 5.NLY 6.FCNCA 7.KINS 8.EFC 9.UMBF 10.TRBF
2025-09-30	33	US$1.3亿	92	1USHY 2MBS 3AOHY 主要持股2025-09-30 1.USHY 2.MBS 3.AOHY 4.NLY 5.UMBF 6.KINS 7.EFC 8.RWT 9.FCNCA 10.GCBC
2025-06-30	34	US$7075.8万	0	1AOHY 2MBS 3HYG 主要持股2025-06-30 1.AOHY 2.MBS 3.HYG 4.JNK 5.RITM 6.KINS 7.NLY 8.USHY 9.PNBK 10.RWT
2025-03-31	33	US$7496.8万	0	1AOHY 2MBS 3PNBK 主要持股2025-03-31 1.AOHY 2.MBS 3.PNBK 4.KINS 5.RITM 6.NLY 7.USHY 8.RWT 9.EFC 10.PMT
2024-12-31	28	US$7523.8万	0	1AOHY 2MBS 3KINS 主要持股2024-12-31 1.AOHY 2.MBS 3.KINS 4.RITM 5.USHY 6.NLY 7.RWT 8.EFC 9.BSVN 10.PMT

本季持股变动

Angel Oak Capital Advisors, LLC 在 2026-03-31 最显著的持仓异动：新建仓: Invesco Senior Loan ETF (BKLN); 清仓: Annaly Capital Management In (NLY); 清仓: Redwood Trust INC (RWT); 新建仓: Ishr Ibx Usd Invgd Cb Etf-ui (LQD); 清仓: East West Bancorp INC (EWBC).

Angel Oak Capital Advisors, 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
1	TRBF	Angel Oak Total Return ETF	+1.5%	+122.19%	加仓
2	PFBC	Preferred Bank/los Angeles	+0.9%	+210.00%	加仓
3	NBN	Northeast Bank	0%	+16.67%	加仓
4	FLG	Flagstar Bank NA	0%	+20.00%	加仓
5	NIC	Nicolet Bankshares INC	0%	—	不变
6	AGNC	Agnc Investment CORP	-0.1%	—	不变
7	FL8	Flushing Financial CORP	-0.2%	—	不变
8	AROW	Arrow Financial CORP	-0.2%	-27.27%	减仓
9	FSBW	Fs Bancorp INC	-0.3%	—	不变
10	COLB	Columbia Banking System INC	-0.3%	—	不变
11	SSB	Southstate Bank CORP	-0.3%	—	不变
12	MTB	M & T Bank CORP	-0.3%	+7.25%	加仓
13	FUNC	First United CORP	-0.3%	—	不变
14	BSVN	Bank7 CORP	-0.3%	—	不变
15	PB	Prosperity Bancshares INC	-0.4%	—	不变
16	GCBC	Greene County Bancorp INC	-0.4%	+1.67%	加仓
17	PMT	Pennymac Mortgage Investment	-0.4%	—	不变
18	PLBC	Plumas Bancorp	-0.4%	-8.21%	减仓
19	EGBN	Eagle Bancorp INC	-0.5%	-37.50%	减仓
20	C	Citigroup INC	-0.5%	—	不变
21	UMBF	Umb Financial CORP	-0.6%	—	不变
22	EFC	Ellington Financial INC	-0.8%	—	不变
23	KINS	Kingstone Cos INC	-0.9%	—	不变
24	FCNCA	First Citizens Bcshs -cl A	-1.6%	-25.37%	减仓
25	PNBK	Patriot National Bancorp INC	-4.2%	-3.84%	减仓
26	MBS	Angel Oak Mortg-bcked Se ETF	-6.5%	-31.37%	减仓
27	AOHY	Angel Oak High Yild Oppo ETF	-7.3%	-28.83%	减仓
28	USHY	Ishares Broad Usd High Yield	-13.2%	-56.08%	减仓
29	BKLN	Invesco Senior Loan ETF	—	NEW	新建仓
30	NLY	Annaly Capital Management In	—	EXIT	清仓
31	RWT	Redwood Trust INC	—	EXIT	清仓
32	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	NEW	新建仓
33	EWBC	East West Bancorp INC	—	EXIT	清仓
34	WAL	Western Alliance Bancorp	—	EXIT	清仓
35	PNFP	Pinnacle Financial Partners, Inc.	—	EXIT	清仓
36	PNFP	Pinnacle Financial Partners	—	NEW	新建仓
37	SFBS	Servisfirst Bancshares INC	—	NEW	新建仓
38	SYBT	Stock Yards Bancorp INC	—	NEW	新建仓
39	AMTB	Amerant Bancorp INC	—	EXIT	清仓
40	ASRV	Ameriserv Financial INC	—	EXIT	清仓

FAQ

Angel Oak Capital Advisors, LLC 是什么机构？属于哪种投资人类型？

Angel Oak Capital Advisors, 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$8999.7万，分布在 33 个已申报仓位之中。

Angel Oak Capital Advisors, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Angel Oak Capital Advisors, LLC 按市值排列的前几大持股为： 1. Invesco Senior Loan ETF (BKLN) — US$3931.8万 (43.7%) 2. Angel Oak High Yild Oppo ETF (AOHY) — US$755.2万 (8.4%) 3. Angel Oak Mortg-bcked Se ETF (MBS) — US$636.3万 (7.1%) 4. Ishares Broad Usd High Yield (USHY) — US$585.5万 (6.5%) 5. Patriot National Bancorp INC (PNBK) — US$408.4万 (4.5%)

Angel Oak Capital Advisors, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Angel Oak Capital Advisors, LLC 共进行了 26 项显著调整：新建仓 5 个仓位、加仓 6 个既有持股、减仓 8 个仓位，并完全清仓 7 个持股。其中幅度最大的异动：新建仓: Invesco Senior Loan ETF (BKLN); 清仓: Annaly Capital Management In (NLY); 清仓: Redwood Trust INC (RWT); 新建仓: Ishr Ibx Usd Invgd Cb Etf-ui (LQD); 清仓: East West Bancorp INC (EWBC)

Angel Oak Capital Advisors, 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，Angel Oak Capital Advisors, LLC 的主要板块分布如下： • Financials: 96.9% • Real Estate: 3.1%