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Ashton Thomas Private Wealth, LLC

分散型投资策略趋势追踪型

申报总市值

US$42.3亿

申报季度: 2026-03-31 · 持股只数: 1524

Ashton Thomas Private Wealth, LLC在最新一期 13F 报告中披露了 1524 项持股，申报期为 2026-03-31，总持股市值约为 US$42.3亿，季度换手率为 24.2%。

机构性格雪花图

集中度
2.96
持仓稳定性
24.2
动能／逆势
100
行业集中度
46.43
多样化
100
仓位均衡度
68.18

近期动向

  • 减仓 CHYM

    -44.4%　-US$7565.6万

  • 减仓 IVV

    -23.5%　-US$2392.3万

  • 加仓 XLI

    +412.7%　US$2269.2万

  • 减仓 MSFT

    +0.0%　-US$1929.5万

  • 减仓 XLY

    -69.6%　-US$2074.2万

  • 加仓 SPYM

    +170.0%　US$1817.3万

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

仅显示前 1502 大持股（共 1524 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
1BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债4.16%-0.29%-3.98%
2AAPLApple INC股票-科技3.49%+0.01%+10.67%
3XLKSs Technology Select SectorETF-科技型2.29%-0.24%+0.98%
4NVDANvidia CORP股票-科技1.57%—+8.64%
5IVVIshares Core S&p 500 ETFETF-大型股与成长1.53%-0.63%-23.46%
6MSFTMicrosoft CORP股票-科技1.49%-0.52%+0.03%
7CHYMChime Financial Inc-cl A股票-其他1.26%-1.89%-44.37%
8SSUSDay Hagan Smart Sector ETFETF-其他1.23%-0.13%-2.98%
9SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.00%—+29.97%
10AMZNAmazon.com INC股票-周期性消费1.00%—+5.52%
11CHRWC.h. Robinson Worldwide INC股票-工业1.00%—+0.50%
12DHSBDy Hgn Smrt Bffr ETFETF-其他0.97%—+6.40%
13VOVanguard Mid-cap ETFETF-其他0.93%—+4.10%
14GOOGLAlphabet Inc-cl A股票-通信服务0.90%—+3.53%
15AVGOBroadcom INC股票-科技0.90%-0.15%-1.06%
16SCHXSchwab US Large-cap ETFETF-其他0.86%—+0.69%
17GOOGAlphabet Inc-cl C股票-通信服务0.86%—+1.25%
18BILSSs Spdrb B 3-12m T-bill ETFETF-其他0.86%—-6.31%
19BOXXAlpha Architect 1-3 Mnth BoxETF-其他0.86%+0.86%NEW
20GLDSpdr Gold SharesETF-避险与商品0.84%-0.15%-19.60%
21AMGNAmgen INC股票-医疗保健0.83%+0.07%+4.57%
22IJHIshares Core S&p Midcap ETFETF-其他0.75%—+2.89%
23IJRIshares Core S&p Small-cap EETF-中小型股0.72%—-11.94%
24VEAVanguard Ftse Developed ETFETF-其他0.72%+0.15%+26.90%
25JPMJpmorgan Chase & Co股票-金融0.72%—-1.51%
26SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.70%+0.42%+170.01%
27IWFIshares Russell 1000 GrowthETF-其他0.70%-0.13%-3.12%
28XLISs Industrial Select SectorETF-其他0.66%+0.53%+412.71%
29ESGUIshares Esg Aware Msci USAETF-其他0.62%—-0.70%
30BRK-BBerkshire Hathaway Inc-cl B股票-其他0.61%—-1.05%
31SHYIshares 1-3 Year Treasury BoETF-政府公债0.61%+0.09%+20.51%
32IAUIshares Gold TrustETF-避险与商品0.58%—-6.48%
33METAMeta Platforms Inc-class A股票-通信服务0.58%-0.17%-8.11%
34VTVVanguard Value ETFETF-其他0.57%+0.17%+43.22%
35IVEIshares S&p 500 Value ETFETF-大型股与成长0.56%—+17.24%
36IEMGIshares Core Msci EmergingETF-新兴市场0.56%—+1.45%
37XOMExxon Mobil CORP股票-能源0.54%+0.09%-12.01%
38QQQInvesco Qqq Trust Series 1ETF-科技型0.54%—-3.47%
39LLYEli Lilly & Co股票-医疗保健0.53%—+16.15%
40GDXVaneck Gold Miners ETFETF-避险与商品0.53%+0.33%+150.76%
41IVWIshares S&p 500 Growth ETFETF-大型股与成长0.53%—+1.30%
42IEFAIshares Core Msci Eafe ETFETF-其他0.53%—+0.61%
43XLVSs Health Care Select SectorETF-其他0.50%-0.19%-20.58%
44BIVVanguard Intermediate-term BETF-其他0.50%+0.10%+29.03%
45QUALIshares Msci USA Quality FacETF-其他0.50%—-10.04%
46COSTCostco Wholesale CORP股票-非周期性消费0.48%—+4.54%
47EFVIshares Msci Eafe Value ETFETF-其他0.48%—-1.75%
48VUGVanguard Growth ETFETF-其他0.47%—+21.93%
49IWDIshares Russell 1000 Value EETF-其他0.46%—-1.14%
50EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.45%+0.09%+18.33%
1–50 of 1,502

本季持股变动

Ashton Thomas Private Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Alpha Architect 1-3 Mnth Box (BOXX); 新建仓: Invesco Bulletshares 2028 Hy (BSJS); 新建仓: Sabine Royalty Trust (SBR); 新建仓: NXP Semiconductors N.V. (NXPI); 新建仓: Prologis INC (PLD).

Ashton Thomas Private Wealth, 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
1XLISs Industrial Select Sector+0.5%+412.71%加仓
2SPYMSte Str Spdr Pt S&p 500 ETF+0.4%+170.01%加仓
3GDXVaneck Gold Miners ETF+0.3%+150.76%加仓
4VTVVanguard Value ETF+0.2%+43.22%加仓
5BSJRInvesco Bulletshares 2027 Hy+0.2%+73.95%加仓
6VEAVanguard Ftse Developed ETF+0.2%+26.90%加仓
7VTIPVanguard Short-term Tips+0.2%+1151.88%加仓
8ABBVAbbvie INC+0.1%+62.52%加仓
9BIVVanguard Intermediate-term B+0.1%+29.03%加仓
10XLBSs Materials Select Sector+0.1%+123.19%加仓
11GDXJVaneck Junior Gold Miners+0.1%+286.48%加仓
12SCHDSchwab US Dvd Equity ETF+0.1%+693.42%加仓
13XOMExxon Mobil CORP+0.1%-12.01%减仓
14SHYIshares 1-3 Year Treasury Bo+0.1%+20.51%加仓
15EMXCIshares Msci Emr Mrk Ex Chna+0.1%+18.33%加仓
16AEMAgnico Eagle Mines LTD+0.1%+199.61%加仓
17LRCXLam Research CORP+0.1%+2.77%加仓
18CVXChevron CORP+0.1%-7.06%减仓
19AMGNAmgen INC+0.1%+4.57%加仓
20AAPLApple INC0%+10.67%加仓
21CTRACoterra Energy INC-0.1%-53.85%减仓
22BKNGBooking Holdings INC-0.1%-53.58%减仓
23WFCWells Fargo & Co-0.1%-8.04%减仓
24ACNAccenture plc-0.1%-25.02%减仓
25VTIVanguard Total Stock Mkt ETF-0.1%-18.20%减仓
26IWFIshares Russell 1000 Growth-0.1%-3.12%减仓
27SSUSDay Hagan Smart Sector ETF-0.1%-2.98%减仓
28GLDSpdr Gold Shares-0.2%-19.60%减仓
29AVGOBroadcom INC-0.2%-1.06%减仓
30PLTRPalantir Technologies Inc-a-0.2%-25.37%减仓
31METAMeta Platforms Inc-class A-0.2%-8.11%减仓
32XLVSs Health Care Select Sector-0.2%-20.58%减仓
33BSJQInvesco Bulletshares 2026 Hy-0.2%-52.23%减仓
34XLKSs Technology Select Sector-0.2%+0.98%加仓
35UPSUnited Parcel Service-cl B-0.3%-74.01%减仓
36BILSs Spdr Bb 1-3m T-bill ETF-0.3%-3.98%减仓
37XLCSs Comm Select Sector Spdr-0.4%-58.29%减仓
38XLYSs Consumer Disc Select Sect-0.5%-69.57%减仓
39MSFTMicrosoft CORP-0.5%+0.03%加仓
40IVVIshares Core S&p 500 ETF-0.6%-23.46%减仓
41CHYMChime Financial Inc-cl A-1.9%-44.37%减仓
42BOXXAlpha Architect 1-3 Mnth Box—NEW新建仓
43BSJSInvesco Bulletshares 2028 Hy—NEW新建仓
44SBRSabine Royalty Trust—NEW新建仓
45NXPINXP Semiconductors N.V.—NEW新建仓
46PLDPrologis INC—NEW新建仓
47✓ Totalenergies Se—NEW新建仓
48MAAMid-america Apartment Comm—NEW新建仓
49WPCWp Carey INC—NEW新建仓
50ORealty Income CORP—NEW新建仓

FAQ

Ashton Thomas Private Wealth, LLC 是什么机构？属于哪种投资人类型？
Ashton Thomas Private Wealth, 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$42.3亿，分布在 1524 个已申报仓位之中。
Ashton Thomas Private Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Ashton Thomas Private Wealth, LLC 按市值排列的前几大持股为： 1. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$1.8亿 (4.2%) 2. Apple INC (AAPL) — US$1.5亿 (3.5%) 3. Ss Technology Select Sector (XLK) — US$9688.0万 (2.3%) 4. Nvidia CORP (NVDA) — US$6621.2万 (1.6%) 5. Ishares Core S&p 500 ETF (IVV) — US$6467.3万 (1.5%)
Ashton Thomas Private Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ashton Thomas Private Wealth, LLC 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 20 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: Alpha Architect 1-3 Mnth Box (BOXX); 新建仓: Invesco Bulletshares 2028 Hy (BSJS); 新建仓: Sabine Royalty Trust (SBR); 新建仓: NXP Semiconductors N.V. (NXPI); 新建仓: Prologis INC (PLD)
Ashton Thomas Private Wealth, 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，Ashton Thomas Private Wealth, LLC 的主要板块分布如下： • Information Technology: 30.0% • Financials: 13.2% • Industrials: 12.1% • Health Care: 11.6% • Communication Services: 7.6% • Consumer Discretionary: 7.4%