SE

Strategic Equity Management

分散型投资策略逆势操作型高频交易型

申报总市值

US$2.7亿

申报季度: 2026-03-31 · 持股只数: 70

Strategic Equity Management在最新一期 13F 报告中披露了 70 项持股，申报期为 2026-03-31，总持股市值约为 US$2.7亿，季度换手率为 71.3%。

机构性格雪花图

集中度
18.37
持仓稳定性
71.29
动能／逆势
0
行业集中度
72.4
多样化
100
仓位均衡度
85.01

近期动向

  • 减仓 MRSK

    -91.5%　-US$3206.8万

  • 加仓 IWM

    +2839.5%　US$1034.0万

  • 加仓 EEM

    +301.9%　US$993.7万

  • 加仓 ESSC

    +173.2%　US$690.3万

  • 减仓 IEFA

    -66.1%　-US$822.9万

  • 减仓 TPIF

    -94.4%　-US$722.2万

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
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长8.86%+0.26%-2.54%
2IWVIshares Russell 3000 ETFETF-其他7.83%+0.48%+0.29%
3VVVanguard Large-cap ETFETF-其他7.42%-0.24%-8.01%
4IEFIshares 7-10 Year Treasury BETF-政府公债5.51%+5.51%NEW
5ESUMEventide US Market ETFETF-其他5.16%+0.32%-1.11%
6SCHXSchwab US Large-cap ETFETF-其他4.93%-0.71%-17.31%
7EEMIshares Msci Emerging MarketETF-新兴市场4.91%+3.85%+301.87%
8IWNIshares Russell 2000 Value EETF-中小型股4.89%+4.89%NEW
9PTLInspire 500 ETFETF-其他4.79%-0.52%-19.35%
10ESSCEventide Small Cap ETFETF-中小型股4.07%+2.74%+173.21%
11IWMIshares Russell 2000 ETFETF-中小型股4.02%+3.90%+2839.51%
12IWOIshares Russell 2000 GrowthETF-中小型股3.93%-0.58%-19.14%
13XLESs Energy Select SectorETF-其他3.87%+3.87%NEW
14XLBSs Materials Select SectorETF-其他3.81%+3.81%NEW
15BIBLInspire 100 ETFETF-其他3.66%-0.77%-28.70%
16IWLIshares Russell Top 200 ETFETF-其他2.11%-0.04%-5.86%
17FDLSInspire Fidelis Multi FactorETF-其他1.89%+0.58%+25.76%
18IEFAIshares Core Msci Eafe ETFETF-其他1.61%-2.64%-66.13%
19BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债1.35%+1.35%NEW
20ITOTIshares Core S&p Total U.s.ETF-其他1.20%+0.04%-2.66%
21VBVanguard Small-cap ETFETF-其他1.11%—-5.88%
22MRSKToews Agility Shares ManagedETF-其他1.07%-10.77%-91.53%
23IVVIshares Core S&p 500 ETFETF-大型股与成长0.90%—+1.53%
24ELCVEventide High Dividend ETFETF-其他0.81%+0.19%+6.97%
25WWJDInspire International ETFETF-其他0.75%+0.33%+56.53%
26BINCIshares Flex I A Etf-usd INCETF-其他0.53%—-5.77%
27MSFTMicrosoft CORP股票-科技0.50%-0.14%-6.99%
28COWZPacer US Cash Cows 100 ETFETF-其他0.49%-0.09%-25.59%
29BLESInspire Global Hope ETFETF-其他0.47%—-0.52%
30PRAYFis Trust - Fis Christian StETF-其他0.46%+0.46%NEW
31GOOGAlphabet Inc-cl C股票-通信服务0.44%-0.06%-12.68%
32VTIVanguard Total Stock Mkt ETFETF-其他0.41%—-7.32%
33CATCaterpillar INC股票-工业0.41%+0.11%+0.19%
34FYCFirst Trust Small Cap GrowthETF-中小型股0.33%—-3.70%
35IEMGIshares Core Msci EmergingETF-新兴市场0.31%+0.16%+84.00%
36IVEIshares S&p 500 Value ETFETF-大型股与成长0.29%—+13.75%
37VOVanguard Mid-cap ETFETF-其他0.28%—-19.18%
38IVWIshares S&p 500 Growth ETFETF-大型股与成长0.28%—+26.15%
39SCHASchwab US Small-cap ETFETF-其他0.28%—-6.29%
40PGProcter & Gamble Co/the股票-非周期性消费0.27%—-1.11%
41SCHMSchwab US Mid Cap ETFETF-其他0.26%——
42AAPLApple INC股票-科技0.24%—-11.42%
43VLUEIshares Msci USA Value FactoETF-其他0.22%+0.22%NEW
44VUGVanguard Growth ETFETF-其他0.18%-0.91%-83.59%
45FLQMFranklin U.s. Mid Cap MultifETF-其他0.17%—-21.61%
46TPIFTimothy Plan Intl ETFETF-其他0.17%-2.43%-94.37%
47IJHIshares Core S&p Midcap ETFETF-其他0.16%——
48HBANHuntington Bancshares INC股票-金融0.15%—+0.02%
49XMLVInvesco S&p Midcap Low VolatETF-其他0.14%-0.12%-52.76%
50GLDSpdr Gold SharesETF-避险与商品0.14%—+9.03%
1–50 of 70

本季持股变动

Strategic Equity Management 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares 7-10 Year Treasury B (IEF); 新建仓: Ishares Russell 2000 Value E (IWN); 清仓: Ss Technology Select Sector (XLK); 清仓: Cap Group Growth Equity (CGGR); 新建仓: Ss Energy Select Sector (XLE).

Strategic Equity Management 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
1IWMIshares Russell 2000 ETF+3.9%+2839.51%加仓
2EEMIshares Msci Emerging Market+3.9%+301.87%加仓
3ESSCEventide Small Cap ETF+2.7%+173.21%加仓
4FDLSInspire Fidelis Multi Factor+0.6%+25.76%加仓
5IWVIshares Russell 3000 ETF+0.5%+0.29%加仓
6WWJDInspire International ETF+0.3%+56.53%加仓
7ESUMEventide US Market ETF+0.3%-1.11%减仓
8SPYSs Spdr S&p 500 ETF Trust-us+0.3%-2.54%减仓
9ELCVEventide High Dividend ETF+0.2%+6.97%加仓
10IEMGIshares Core Msci Emerging+0.2%+84.00%加仓
11CATCaterpillar INC+0.1%+0.19%加仓
12ITOTIshares Core S&p Total U.s.0%-2.66%减仓
13IWLIshares Russell Top 200 ETF0%-5.86%减仓
14GOOGAlphabet Inc-cl C-0.1%-12.68%减仓
15COWZPacer US Cash Cows 100 ETF-0.1%-25.59%减仓
16MGCVanguard Mega Cap ETF-0.1%-45.76%减仓
17XMLVInvesco S&p Midcap Low Volat-0.1%-52.76%减仓
18MSFTMicrosoft CORP-0.1%-6.99%减仓
19VVVanguard Large-cap ETF-0.2%-8.01%减仓
20TPSCTimothy Plan US Small Cap Co-0.2%-68.13%减仓
21PTLInspire 500 ETF-0.5%-19.35%减仓
22IWOIshares Russell 2000 Growth-0.6%-19.14%减仓
23SCHXSchwab US Large-cap ETF-0.7%-17.31%减仓
24BIBLInspire 100 ETF-0.8%-28.70%减仓
25VUGVanguard Growth ETF-0.9%-83.59%减仓
26TPIFTimothy Plan Intl ETF-2.4%-94.37%减仓
27IEFAIshares Core Msci Eafe ETF-2.6%-66.13%减仓
28MRSKToews Agility Shares Managed-10.8%-91.53%减仓
29IEFIshares 7-10 Year Treasury B—NEW新建仓
30IWNIshares Russell 2000 Value E—NEW新建仓
31XLKSs Technology Select Sector—EXIT清仓
32CGGRCap Group Growth Equity—EXIT清仓
33XLESs Energy Select Sector—NEW新建仓
34XLBSs Materials Select Sector—NEW新建仓
35XLUSt Sr Utl Sl Se Spdr Etf-usd—EXIT清仓
36SHYMIshares Short Duration High—EXIT清仓
37BILSs Spdr Bb 1-3m T-bill ETF—NEW新建仓
38PRAYFis Trust - Fis Christian St—NEW新建仓
39✓ Neos ETF Trust—EXIT清仓
40TPHDTimothy Plan High Dvd Stck—EXIT清仓
41VLUEIshares Msci USA Value Facto—NEW新建仓
42IJRIshares Core S&p Small-cap E—EXIT清仓
43IBMIntl Business Machines CORP—EXIT清仓
44VBKVanguard Small-cap Grwth ETF—EXIT清仓
45SCHBSchwab US Broad Market ETF—EXIT清仓
46LHXL3harris Technologies INC—NEW新建仓
47LMTLockheed Martin CORP—NEW新建仓
48BUYWMain Buywrite ETF—NEW新建仓
49NOCNorthrop Grumman CORP—NEW新建仓
50GDGeneral Dynamics CORP—NEW新建仓

FAQ

Strategic Equity Management 是什么机构？属于哪种投资人类型？
Strategic Equity Management 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$2.7亿，分布在 70 个已申报仓位之中。
Strategic Equity Management 目前前几大持股有哪些？
根据最新 13F 申报，Strategic Equity Management 按市值排列的前几大持股为： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2356.4万 (8.9%) 2. Ishares Russell 3000 ETF (IWV) — US$2082.1万 (7.8%) 3. Vanguard Large-cap ETF (VV) — US$1973.6万 (7.4%) 4. Ishares 7-10 Year Treasury B (IEF) — US$1466.1万 (5.5%) 5. Eventide US Market ETF (ESUM) — US$1372.9万 (5.2%)
Strategic Equity Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Strategic Equity Management 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 9 个既有持股、减仓 19 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：新建仓: Ishares 7-10 Year Treasury B (IEF); 新建仓: Ishares Russell 2000 Value E (IWN); 清仓: Ss Technology Select Sector (XLK); 清仓: Cap Group Growth Equity (CGGR); 新建仓: Ss Energy Select Sector (XLE)
Strategic Equity Management 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，Strategic Equity Management 的主要板块分布如下： • Information Technology: 32.4% • Industrials: 29.3% • Communication Services: 17.2% • Consumer Staples: 13.3% • Financials: 4.3% • Consumer Discretionary: 3.4%