CIK: 0001630936
申报总市值
US$1.8亿
申报季度: 2026-03-31 · 持股只数: 96
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.在最新一期 13F 报告中披露了 96 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 23.5%。
Foresight Capital Management Advisors, INC. 目前披露的持仓，Herfindahl 集中度指数为 0.025——换算下来相当于约 40 个等权重仓位，明显低于其实际披露的 96 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.20），除少数重仓仓位外，还有许多规模较小的持仓。
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 50%；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 IBM
-34.2% -US$355.6万
减仓 GOOGL
-18.2% -US$116.0万
减仓 AVGO
-9.5% -US$109.4万
加仓 GLW
-26.9% US$73.6万
减仓 ARCC
-4.9% -US$96.1万
加仓 KMI
-4.4% US$65.5万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.40% | -0.01% | +2.00% | |
| 2 | IRM | Iron Mountain INC | 股票-房地产 | 3.88% | — | -19.44% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.55% | — | +3.16% | |
| 4 | GLW | Corning INC | 股票-科技 | 3.43% | +0.49% | -26.88% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.09% | -0.13% | -0.50% | |
| 6 | ARCC | Ares Capital CORP | 股票-金融 | 2.96% | -0.44% | -4.92% | |
| 7 | IDMO | Invesco S&p International De | ETF-其他 | 2.96% | -0.02% | -1.90% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.71% | -0.03% | +0.56% | |
| 9 | LVHI | Franklin International Low V | ETF-其他 | 2.61% | +0.25% | -2.15% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.61% | — | +1.44% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 2.58% | -0.52% | -9.51% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.58% | -0.21% | -3.49% | |
| 13 | KMI | Kinder Morgan INC | 股票-能源 | 2.55% | +0.42% | -4.35% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 2.50% | — | +2.11% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 2.31% | -1.86% | -34.22% | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 2.26% | — | -1.17% | |
| 17 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 2.22% | — | -0.56% | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 2.19% | — | -2.73% | |
| 19 | ENB | Enbridge INC | 股票-能源 | 2.13% | +0.26% | -1.85% | |
| 20 | FDD | First Trust Stoxx Europe | ETF-其他 | 2.12% | — | -1.34% | |
| 21 | EVRG | Evergy INC | 股票-公用事业 | 2.08% | +0.25% | -2.18% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 2.07% | +0.40% | -1.96% | |
| 23 | IDVO | Amplify Cwp Intl Enh Dvd INC | ETF-其他 | 2.03% | — | -3.01% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.95% | -0.57% | -18.25% | |
| 25 | BBEU | Jpmorgan Betabuilders Europe | ETF-其他 | 1.80% | — | +0.90% | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 1.77% | +0.22% | -0.79% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.76% | — | +5.36% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.07% | -0.22% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.62% | -0.17% | -2.63% | |
| 30 | IGLD | Ft Vest Gold Strategy Target | ETF-避险与商品 | 1.58% | +1.58% | NEW | |
| 31 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 1.58% | -0.14% | +2.51% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.55% | +0.16% | -2.79% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.21% | +10.17% | |
| 34 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 1.24% | +1.24% | NEW | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.23% | +1.23% | NEW | |
| 36 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.20% | +1.20% | NEW | |
| 37 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.15% | +1.15% | NEW | |
| 38 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 1.14% | — | +4.90% | |
| 39 | NOC | Northrop Grumman CORP | 股票-工业 | 1.11% | +0.24% | +3.97% | |
| 40 | PAVE | Global X US Infrastructure | ETF-其他 | 1.11% | — | -3.47% | |
| 41 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.91% | — | +3.53% | |
| 42 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.87% | -0.11% | -16.96% | |
| 43 | O | Realty Income CORP | 股票-房地产 | 0.76% | — | -1.42% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.73% | +0.16% | +31.79% | |
| 45 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.70% | — | -8.30% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.67% | — | +0.27% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +1.62% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | — | +0.35% | |
| 49 | GEV | GE Vernova INC | 股票-工业 | 0.28% | — | -2.53% | |
| 50 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.27% | +0.27% | NEW |
Q3 2026表现
+2.4%
近4个季度表现
+19.4%
基于可获取价格的持仓（占申报价值的67%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 96 | US$1.8亿 | 24 | |
| 2025-12-31 | 93 | US$1.8亿 | 14 | |
| 2025-09-30 | 92 | US$1.8亿 | 41 | |
| 2025-06-30 | 87 | US$1.7亿 | 0 | |
| 2025-03-31 | 87 | US$1.6亿 | 0 | |
| 2024-12-31 | 83 | US$1.7亿 | 0 | |
| 2024-09-30 | 84 | US$1.7亿 | 0 | |
| 2024-06-30 | 75 | US$1.5亿 | 0 | |
| 2024-03-31 | 80 | US$1.3亿 | 0 | |
| 2023-12-31 | 65 | US$9762.6万 | 0 | |
| 2022-09-30 | 44 | US$5803.7万 | 0 | |
| 2022-06-30 | 48 | US$6541.2万 | 0 | |
| 2022-03-31 | 148 | US$8963.3万 | 0 | |
| 2021-12-31 | 142 | US$1.0亿 | 0 |
Foresight Capital Management Advisors, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Ft Vest Gold Strategy Target (IGLD); 清仓: Wisdomtree US Largecap Divid (DLN); 新建仓: Abrdn Precious Metals Basket (GLTR); 新建仓: Bristol-myers Squibb Co (BMY); 新建仓: First Trust Rising Dividend (RDVY).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-16 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-15 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-07 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-11 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-10 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-13 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-11 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-05-04 | 13F-HR | 在 EDGAR 上查看 |
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