VP

Variant Private Wealth, LLC

行业集中型逆势操作型分散型投资策略

申报总市值

US$8256.7万

申报季度: 2026-03-31 · 持股只数: 38

Variant Private Wealth, LLC在最新一期 13F 报告中披露了 38 项持股，申报期为 2026-03-31，总持股市值约为 US$8256.7万，季度换手率为 28.4%。

机构性格雪花图

集中度
19.9
持仓稳定性
28.38
动能／逆势
0
行业集中度
100
多样化
76
仓位均衡度
90.44

近期动向

  • 加仓 XLE

    +0.6%　US$89.6万

  • 减仓 TSLA

    -19.5%　-US$147.8万

  • 加仓 IUSV

    +0.4%　US$4496.0

  • 加仓 IVV

    +0.2%　-US$30.4万

  • 加仓 IJR

    -0.0%　US$12.7万

  • 加仓 IJH

    +0.1%　US$8.4万

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
1AAPLApple INC股票-科技10.60%-0.66%-13.50%
2IVVIshares Core S&p 500 ETFETF-大型股与成长7.86%+0.80%+0.17%
3MSFTMicrosoft CORP股票-科技6.89%-0.55%+3.77%
4AMZNAmazon.com INC股票-周期性消费6.00%+0.35%+0.96%
5IUSVIshares Core S&p U.s. ValueETF-其他5.91%+0.85%+0.38%
6TQQQProshares Ultrapro QqqETF-其他4.99%+4.99%NEW
7FBCGFidelity Blue Chip Grow ETFETF-其他4.71%+0.28%-0.28%
8IJRIshares Core S&p Small-cap EETF-中小型股4.69%+0.79%-0.05%
9GBTCGrayscale Bitcoin Trust ETFETF-加密货币4.58%-0.51%-0.04%
10ARKKArk Innovation ETFETF-其他4.48%+0.10%-0.03%
11IJHIshares Core S&p Midcap ETFETF-其他4.36%+0.71%+0.06%
12XLESs Energy Select SectorETF-其他3.95%+1.49%+0.61%
13TSLATesla INC股票-周期性消费3.57%-1.02%-19.46%
14NVDANvidia CORP股票-科技3.29%-0.42%-18.79%
15ONEQFidelity Nasdaq Comp IndxETF-科技型2.91%+0.21%-0.44%
16IEMGIshares Core Msci EmergingETF-新兴市场2.55%+0.45%-0.00%
17BRK-BBerkshire Hathaway Inc-cl B股票-其他2.44%+0.28%+1.79%
18GOOGAlphabet Inc-cl C股票-通信服务1.59%+0.10%-0.24%
19AMDAdvanced Micro Devices股票-科技1.57%-0.45%-29.95%
20SPLVInvesco S&p 500 Low VolatiliETF-大型股与成长1.20%+0.20%+0.52%
21SCHWSchwab (charles) CORP股票-金融1.14%+0.10%+0.31%
22NAILDire Dail Hb & Sb 3x Etf-usdETF-其他1.13%-0.13%+0.18%
23SNOWSnowflake INC股票-科技0.95%-0.24%—
24SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.89%+0.09%+0.27%
25METAMeta Platforms Inc-class A股票-通信服务0.89%+0.01%+0.39%
26OXYOccidental Petroleum CORP股票-能源0.82%+0.38%+0.52%
27IHIIshares U.s. Medical DevicesETF-其他0.79%—+0.07%
28QQQInvesco Qqq Trust Series 1ETF-科技型0.78%+0.06%-1.42%
29BMNRBitmine Immersion Technologi股票-金融0.75%-0.13%—
30CRWDCrowdstrike Holdings INC - A股票-科技0.73%-0.03%-1.47%
31PLTRPalantir Technologies Inc-a股票-科技0.60%-0.65%-49.84%
32CACICaci International INC -cl A股票-科技0.52%+0.02%-11.57%
33FNCLFidelity Msci Financial IndxETF-其他0.42%+0.02%+0.57%
34FVDFirst Trust Value Line DvdETF-其他0.33%+0.05%+0.35%
35VOOVanguard S&p 500 ETFETF-大型股与成长0.30%+0.30%NEW
36JNJJohnson & Johnson股票-医疗保健0.29%+0.04%-14.50%
37LLYEli Lilly & Co股票-医疗保健0.29%——
38PGProcter & Gamble Co/the股票-非周期性消费0.25%+0.01%-12.16%

本季持股变动

Variant Private Wealth, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Proshares Ultrapro Russ2000 (URTY); 新建仓: Proshares Ultrapro Qqq (TQQQ); 清仓: Walt Disney Co/the (DIS); 清仓: Salesforce INC (CRM); 新建仓: Vanguard S&p 500 ETF (VOO).

Variant 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
1XLESs Energy Select Sector+1.5%+0.61%加仓
2IUSVIshares Core S&p U.s. Value+0.9%+0.38%加仓
3IVVIshares Core S&p 500 ETF+0.8%+0.17%加仓
4IJRIshares Core S&p Small-cap E+0.8%-0.05%减仓
5IJHIshares Core S&p Midcap ETF+0.7%+0.06%加仓
6IEMGIshares Core Msci Emerging+0.5%-0.00%减仓
7OXYOccidental Petroleum CORP+0.4%+0.52%加仓
8AMZNAmazon.com INC+0.4%+0.96%加仓
9FBCGFidelity Blue Chip Grow ETF+0.3%-0.28%减仓
10BRK-BBerkshire Hathaway Inc-cl B+0.3%+1.79%加仓
11ONEQFidelity Nasdaq Comp Indx+0.2%-0.44%减仓
12SPLVInvesco S&p 500 Low Volatili+0.2%+0.52%加仓
13ARKKArk Innovation ETF+0.1%-0.03%减仓
14GOOGAlphabet Inc-cl C+0.1%-0.24%减仓
15SCHWSchwab (charles) CORP+0.1%+0.31%加仓
16SPYSs Spdr S&p 500 ETF Trust-us+0.1%+0.27%加仓
17QQQInvesco Qqq Trust Series 1+0.1%-1.42%减仓
18FVDFirst Trust Value Line Dvd+0.1%+0.35%加仓
19JNJJohnson & Johnson0%-14.50%减仓
20CACICaci International INC -cl A0%-11.57%减仓
21FNCLFidelity Msci Financial Indx0%+0.57%加仓
22METAMeta Platforms Inc-class A0%+0.39%加仓
23PGProcter & Gamble Co/the0%-12.16%减仓
24IHIIshares U.s. Medical Devices—+0.07%加仓
25LLYEli Lilly & Co——不变
26CRWDCrowdstrike Holdings INC - A0%-1.47%减仓
27NAILDire Dail Hb & Sb 3x Etf-usd-0.1%+0.18%加仓
28BMNRBitmine Immersion Technologi-0.1%—不变
29SNOWSnowflake INC-0.2%—不变
30NVDANvidia CORP-0.4%-18.79%减仓
31AMDAdvanced Micro Devices-0.5%-29.95%减仓
32GBTCGrayscale Bitcoin Trust ETF-0.5%-0.04%减仓
33MSFTMicrosoft CORP-0.6%+3.77%加仓
34PLTRPalantir Technologies Inc-a-0.7%-49.84%减仓
35AAPLApple INC-0.7%-13.50%减仓
36TSLATesla INC-1%-19.46%减仓
37URTYProshares Ultrapro Russ2000—EXIT清仓
38TQQQProshares Ultrapro Qqq—NEW新建仓
39DISWalt Disney Co/the—EXIT清仓
40CRMSalesforce INC—EXIT清仓
41VOOVanguard S&p 500 ETF—NEW新建仓
42HLTHilton Worldwide Holdings In—EXIT清仓

FAQ

Variant Private Wealth, LLC 是什么机构？属于哪种投资人类型？
Variant 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$8256.7万，分布在 38 个已申报仓位之中。
Variant Private Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Variant Private Wealth, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$875.0万 (10.6%) 2. Ishares Core S&p 500 ETF (IVV) — US$649.3万 (7.9%) 3. Microsoft CORP (MSFT) — US$568.5万 (6.9%) 4. Amazon.com INC (AMZN) — US$495.5万 (6.0%) 5. Ishares Core S&p U.s. Value (IUSV) — US$487.8万 (5.9%)
Variant 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，Variant Private Wealth, LLC 共进行了 39 项显著调整：新建仓 2 个仓位、加仓 16 个既有持股、减仓 17 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Proshares Ultrapro Russ2000 (URTY); 新建仓: Proshares Ultrapro Qqq (TQQQ); 清仓: Walt Disney Co/the (DIS); 清仓: Salesforce INC (CRM); 新建仓: Vanguard S&p 500 ETF (VOO)
Variant 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，Variant Private Wealth, LLC 的主要板块分布如下： • Information Technology: 58.3% • Consumer Discretionary: 22.2% • Financials: 10.0% • Communication Services: 5.7% • Energy: 1.9% • Health Care: 1.3%