CIK: 0002070026
申报总市值
US$1.6亿
申报季度: 2026-03-31 · 持股只数: 51
Turn8 Private Wealth Inc.在最新一期 13F 报告中披露了 51 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 44.3%。
Turn8 Private Wealth Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.029——换算下来相当于约 35 个等权重仓位，与其实际披露的 51 只持仓相当接近。资金分布相对平均，并未集中于少数标的。
整体仓位大小相当一致（变异系数为 0.70），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 47%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 AAPL
-80.4% -US$395.3万
减仓 SPY
-72.0% -US$298.4万
减仓 J
-68.8% -US$240.5万
加仓 FXI
+124.0% US$292.7万
加仓 MPC
+12.2% US$231.4万
减仓 GOOGL
+7.4% -US$9.5万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.15% | +0.26% | +22.06% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.44% | -0.72% | +7.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | +0.34% | +61.34% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.11% | +0.12% | +6.24% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 3.95% | +0.67% | +39.80% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 3.78% | -0.18% | -20.00% | |
| 7 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.56% | +1.14% | +12.20% | |
| 8 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 3.49% | +1.58% | +123.98% | |
| 9 | WMT | Walmart INC | 股票-非周期性消费 | 3.40% | +0.21% | +9.53% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 3.21% | -0.40% | +9.09% | |
| 11 | RY | Royal Bank Of Canada | 股票-金融 | 3.16% | -0.25% | +12.37% | |
| 12 | GS | Goldman Sachs Group INC | 股票-金融 | 3.16% | -0.35% | +7.40% | |
| 13 | CNQ | Canadian Natural Resources | 股票-能源 | 3.03% | +3.03% | NEW | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.93% | +0.63% | +70.27% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | -0.19% | +17.56% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.79% | -0.10% | +16.32% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.74% | — | +9.90% | |
| 18 | CCJ | Cameco CORP | 股票-能源 | 2.65% | -0.55% | -19.80% | |
| 19 | PPA | Invesco Aerospace & Defense | ETF-其他 | 2.56% | +2.56% | NEW | |
| 20 | BLK | Blackrock INC | 股票-金融 | 2.41% | -0.28% | +14.30% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.35% | +2.35% | NEW | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.31% | — | +2.45% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.24% | +0.33% | +35.26% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 2.22% | — | +15.16% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.21% | +0.40% | +40.86% | |
| 26 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.90% | +0.19% | +28.09% | |
| 27 | PDD | Pdd Holdings INC | 股票-周期性消费 | 1.85% | -0.14% | +18.41% | |
| 28 | APO | Apollo Global Management INC | 股票-金融 | 1.83% | -0.71% | +7.73% | |
| 29 | PANW | Palo Alto Networks INC | 股票-科技 | 1.69% | +1.69% | NEW | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.60% | +1.60% | NEW | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.31% | +0.18% | +32.23% | |
| 32 | QFIN | Qfin Holdings Inc-adr | 股票-其他 | 1.11% | -0.59% | +11.63% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.04% | +0.24% | +53.14% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.95% | +0.25% | +45.22% | |
| 35 | BMO | Bank Of Montreal | 股票-金融 | 0.95% | — | +0.84% | |
| 36 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 0.90% | +0.90% | NEW | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.76% | +0.76% | NEW | |
| 38 | PCAR | Paccar INC | 股票-工业 | 0.74% | +0.24% | +60.49% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | -2.24% | -72.02% | |
| 40 | J | Jacobs Solutions INC | 股票-工业 | 0.64% | -1.82% | -68.83% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.64% | +0.64% | NEW | |
| 42 | AAPL | Apple INC | 股票-科技 | 0.55% | -2.92% | -80.40% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | +0.04% | +27.44% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.30% | +0.30% | NEW | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.26% | — | +31.64% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.26% | +0.26% | NEW | |
| 47 | TD | Toronto-dominion Bank | 股票-金融 | 0.24% | +0.24% | NEW | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.18% | -0.18% | -34.99% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.17% | — | +22.81% | |
| 50 | SHOP | Shopify INC - Class A | 股票-科技 | 0.13% | — | — |
Q3 2026表现
-0.1%
近4个季度表现
+19%
基于可获取价格的持仓（占申报价值的79%）计算
Turn8 Private Wealth Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Canadian Natural Resources (CNQ); 新建仓: Invesco Aerospace & Defense (PPA); 新建仓: Vanguard Total Stock Mkt ETF (VTI); 清仓: Waste Management INC (WM); 清仓: Siemens Ag-spons Adr (SIEGY).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-27 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-28 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-05-28 | 13F-HR | 在 EDGAR 上查看 |
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