PC

Peirce Capital Management, LLC

趋势追踪型行业集中型分散型投资策略

申报总市值

US$2.6亿

申报季度: 2026-03-31 · 持股只数: 43

Peirce Capital Management, LLC在最新一期 13F 报告中披露了 43 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 4.6%。

机构性格雪花图

集中度
33.72
持仓稳定性
4.58
动能／逆势
100
行业集中度
97.11
多样化
86
仓位均衡度
83.61

近期动向

  • 加仓 BSVO

    -0.9%　US$337.8万

  • 减仓 DFAC

    -0.7%　-US$81.6万

  • 减仓 AVDV

    -6.3%　-US$10.6万

  • 加仓 VGIT

    +5.0%　US$65.6万

  • 减仓 MSFT

    0.0%　-US$32.7万

  • 减仓 VTI

    -2.6%　-US$26.2万

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
1BSVOEA Bridgeway Omni Sm-Cp ValETF-其他18.04%+1.03%-0.90%
2DFACDimensional US Core Equity 2ETF-其他12.15%-0.54%-0.73%
3ITOTIshares Core S&p Total U.s.ETF-其他8.88%-0.12%+4.78%
4AVDVAvantis Intl S/c Value ETFETF-其他8.64%-0.20%-6.35%
5DFIVDimensional International VaETF-其他6.63%-0.12%-5.39%
6DFEMDimensional Emrg Mrkt CoreETF-其他6.45%-0.03%-3.09%
7VGITVanguard Intermediate-term TETF-其他6.20%+0.15%+4.98%
8IDEVIshares Core Msci Dev MktsETF-其他5.83%+0.01%+0.66%
9DFUVDimensional US Marketwide VaETF-其他3.69%+0.04%-1.13%
10DFSDDimensional Short DurationETF-其他3.69%+0.11%+5.04%
11DFAXDimensional World Ex US CoreETF-其他3.01%-0.03%-3.11%
12DFGRDim Global Real Estate ETFETF-其他2.63%-0.02%+0.55%
13VTIPVanguard Short-term TipsETF-其他2.58%+0.11%+5.22%
14AVUVAvantis US Small Cap ValueETF-中小型股1.62%-0.06%-9.44%
15VTIVanguard Total Stock Mkt ETFETF-其他1.40%-0.13%-2.59%
16DFICDimensional International CoETF-其他1.09%-0.11%-10.64%
17DISVDimensional International SmETF-其他0.70%-0.01%-3.13%
18SPDWSte Str Spdr Pt Dw EU ETFETF-其他0.56%+0.01%—
19DFAUDimensional US Core Equity METF-其他0.46%-0.03%—
20DFATDimensional US Target ValueETF-其他0.45%+0.01%-2.01%
21REETIshares Global Reit ETFETF-其他0.45%-0.02%-3.53%
22MSFTMicrosoft CORP股票-科技0.42%-0.14%—
23IEMGIshares Core Msci EmergingETF-新兴市场0.35%—-1.87%
24XOMExxon Mobil CORP股票-能源0.32%+0.11%+11.72%
25DFSVDimensional US Small Cap ValETF-中小型股0.27%+0.01%—
26COPConocophillips股票-能源0.27%+0.10%+14.29%
27SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.27%-0.05%-12.56%
28CMCCommercial Metals Co股票-工业0.26%-0.04%—
29ESGVVanguard Esg US Stock ETFETF-其他0.26%-0.02%+0.03%
30IVLUIshares Msci International VETF-其他0.26%-0.01%-8.39%
31NVDANvidia CORP股票-科技0.25%-0.03%—
32TSLATesla INC股票-周期性消费0.24%-0.04%+3.23%
33TALOTalos Energy INC股票-其他0.23%+0.07%—
34VWOVanguard Ftse Emerging MarkeETF-新兴市场0.22%-0.01%-2.19%
35VBVanguard Small-cap ETFETF-其他0.20%+0.20%NEW
36RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.17%+0.17%NEW
37CVXChevron CORP股票-能源0.17%+0.01%-21.91%
38LNGCheniere Energy INC股票-能源0.14%+0.04%—
39LLYEli Lilly & Co股票-医疗保健0.14%-0.02%—
40DFAEDimensional Emerging Core EqETF-新兴市场0.13%——
41AMZNAmazon.com INC股票-周期性消费0.10%-0.02%-6.04%
42AAPLApple INC股票-科技0.09%-0.01%—
43VUGVanguard Growth ETFETF-其他0.08%+0.08%NEW

本季持股变动

Peirce Capital Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Small-cap ETF (VB); 清仓: Q2 Holdings INC (QTWO); 新建仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Microchip Technology INC (MCHP); 清仓: Magnolia Oil & Gas CORP - A (MGY).

Peirce Capital Management, 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
1BSVOEA Bridgeway Omni Sm-Cp Val+1%-0.90%减仓
2VGITVanguard Intermediate-term T+0.2%+4.98%加仓
3DFSDDimensional Short Duration+0.1%+5.04%加仓
4VTIPVanguard Short-term Tips+0.1%+5.22%加仓
5XOMExxon Mobil CORP+0.1%+11.72%加仓
6COPConocophillips+0.1%+14.29%加仓
7TALOTalos Energy INC+0.1%—不变
8DFUVDimensional US Marketwide Va0%-1.13%减仓
9LNGCheniere Energy INC0%—不变
10IDEVIshares Core Msci Dev Mkts0%+0.66%加仓
11DFSVDimensional US Small Cap Val0%—不变
12SPDWSte Str Spdr Pt Dw EU ETF0%—不变
13DFATDimensional US Target Value0%-2.01%减仓
14CVXChevron CORP0%-21.91%减仓
15IEMGIshares Core Msci Emerging—-1.87%减仓
16DFAEDimensional Emerging Core Eq——不变
17IVLUIshares Msci International V0%-8.39%减仓
18AAPLApple INC0%—不变
19DISVDimensional International Sm0%-3.13%减仓
20VWOVanguard Ftse Emerging Marke0%-2.19%减仓
21DFGRDim Global Real Estate ETF0%+0.55%加仓
22LLYEli Lilly & Co0%—不变
23ESGVVanguard Esg US Stock ETF0%+0.03%加仓
24AMZNAmazon.com INC0%-6.04%减仓
25REETIshares Global Reit ETF0%-3.53%减仓
26DFEMDimensional Emrg Mrkt Core0%-3.09%减仓
27NVDANvidia CORP0%—不变
28DFAUDimensional US Core Equity M0%—不变
29DFAXDimensional World Ex US Core0%-3.11%减仓
30TSLATesla INC0%+3.23%加仓
31CMCCommercial Metals Co0%—不变
32SPTMSs Spdr P S&p 1500 Comp ETF-0.1%-12.56%减仓
33AVUVAvantis US Small Cap Value-0.1%-9.44%减仓
34DFICDimensional International Co-0.1%-10.64%减仓
35ITOTIshares Core S&p Total U.s.-0.1%+4.78%加仓
36DFIVDimensional International Va-0.1%-5.39%减仓
37VTIVanguard Total Stock Mkt ETF-0.1%-2.59%减仓
38MSFTMicrosoft CORP-0.1%—不变
39AVDVAvantis Intl S/c Value ETF-0.2%-6.35%减仓
40DFACDimensional US Core Equity 2-0.5%-0.73%减仓
41VBVanguard Small-cap ETF—NEW新建仓
42QTWOQ2 Holdings INC—EXIT清仓
43RSPInvesco S&p 500 Equal Weight—NEW新建仓
44MCHPMicrochip Technology INC—EXIT清仓
45MGYMagnolia Oil & Gas CORP - A—EXIT清仓
46VUGVanguard Growth ETF—NEW新建仓

FAQ

Peirce Capital Management, LLC 是什么机构？属于哪种投资人类型？
Peirce Capital Management, 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$2.6亿，分布在 43 个已申报仓位之中。
Peirce Capital Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Peirce Capital Management, LLC 按市值排列的前几大持股为： 1. EA Bridgeway Omni Sm-Cp Val (BSVO) — US$4611.0万 (18.0%) 2. Dimensional US Core Equity 2 (DFAC) — US$3106.9万 (12.2%) 3. Ishares Core S&p Total U.s. (ITOT) — US$2270.3万 (8.9%) 4. Avantis Intl S/c Value ETF (AVDV) — US$2209.8万 (8.6%) 5. Dimensional International Va (DFIV) — US$1696.1万 (6.6%)
Peirce Capital Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Peirce Capital Management, LLC 共进行了 35 项显著调整：新建仓 3 个仓位、加仓 10 个既有持股、减仓 19 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Vanguard Small-cap ETF (VB); 清仓: Q2 Holdings INC (QTWO); 新建仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Microchip Technology INC (MCHP); 清仓: Magnolia Oil & Gas CORP - A (MGY)
Peirce Capital Management, 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，Peirce Capital Management, LLC 的主要板块分布如下： • Information Technology: 38.2% • Energy: 37.9% • Consumer Discretionary: 17.0% • Health Care: 6.8%