CIK: 0002086529
申报总市值
US$1.4亿
申报季度: 2026-03-31 · 持股只数: 32
Integrated Financial Solutions, Inc.在最新一期 13F 报告中披露了 32 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 31.0%。
Integrated Financial Solutions, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.129——换算下来相当于约 8 个等权重仓位，明显低于其实际披露的 32 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 1.76），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.8 个百分点）——这种模式较符合动量追涨的操作风格。
加仓 AAPL
+2.5% US$860.9万
加仓 NVDA
-0.4% -US$222.2万
加仓 AVGO
+3.8% -US$181.8万
加仓 CRWD
+581.8% US$132.7万
加仓 AMZN
+20.9% US$47.1万
加仓 GOOGL
+6.3% -US$22.9万
仅显示前 31 大持股（共 32 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 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 21.12% | +8.05% | +2.54% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 21.08% | +1.55% | -0.35% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 16.44% | +1.16% | +3.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.76% | +0.79% | +6.35% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.93% | +0.82% | +20.88% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.12% | +0.65% | +10.06% | |
| 7 | APP | Applovin Corp-class A | 股票-科技 | 3.11% | +0.05% | +48.75% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 2.98% | +0.24% | -1.22% | |
| 9 | MELI | Mercadolibre INC | 股票-周期性消费 | 2.82% | +0.27% | +11.29% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | +0.01% | +12.93% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.35% | +0.22% | +0.06% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.70% | +0.20% | +12.89% | |
| 13 | ALAB | Astera Labs INC | 股票-科技 | 1.64% | +0.23% | +52.27% | |
| 14 | RH | Rh | 股票-周期性消费 | 1.59% | -0.06% | +6.67% | |
| 15 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.12% | +0.95% | +581.82% | |
| 16 | NFLX | Netflix INC | 股票-通信服务 | 1.04% | +0.45% | +48.38% | |
| 17 | SMCI | Super Micro Computer INC | 股票-科技 | 1.02% | -0.12% | — | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 0.95% | +0.21% | -1.02% | |
| 19 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.65% | -0.19% | +11.06% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | +0.14% | +35.09% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | +0.09% | +12.34% | |
| 22 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.51% | -0.20% | +5.79% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | +0.02% | — | |
| 24 | NVMI | Nova Ltd. | 股票-其他 | 0.32% | +0.32% | NEW | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.30% | +0.07% | — | |
| 26 | CLS | Celestica INC | 股票-科技 | 0.26% | +0.26% | NEW | |
| 27 | UPST | Upstart Holdings INC | 股票-金融 | 0.26% | -0.15% | -6.45% | |
| 28 | GEV | GE Vernova INC | 股票-工业 | 0.21% | +0.05% | -12.50% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.19% | +0.03% | +11.95% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.17% | +0.03% | — | |
| 31 | MU | Micron Technology INC | 股票-科技 | 0.15% | +0.15% | NEW |
Q3 2026表现
+4.2%
近4个季度表现
+31.7%
Integrated Financial Solutions, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Lululemon Athletica INC (LULU); 清仓: ASML Holding N.V. (ASML); 新建仓: Nova Ltd. (NVMI); 新建仓: Celestica INC (CLS); 清仓: Fidelity Enh Lrg Cap Gwth (FELG).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +8.1% | +2.54% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.6% | -0.35% | 减仓 |
| 3 | AVGO | Broadcom INC | +1.2% | +3.85% | 加仓 |
| 4 | CRWD | Crowdstrike Holdings INC - A | +1% | +581.82% | 加仓 |
| 5 | AMZN | Amazon.com INC | +0.8% | +20.88% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.8% | +6.35% | 加仓 |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.7% | +10.06% | 加仓 |
| 8 | NFLX | Netflix INC | +0.5% | +48.38% | 加仓 |
| 9 | MELI | Mercadolibre INC | +0.3% | +11.29% | 加仓 |
| 10 | AMD | Advanced Micro Devices | +0.2% | -1.22% | 减仓 |
| 11 | ALAB | Astera Labs INC | +0.2% | +52.27% | 加仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.06% | 加仓 |
| 13 | PFE | Pfizer INC | +0.2% | -1.02% | 减仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +12.89% | 加仓 |
| 15 | TSLA | Tesla INC | +0.1% | +35.09% | 加仓 |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +12.34% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | 不变 |
| 18 | APP | Applovin Corp-class A | +0.1% | +48.75% | 加仓 |
| 19 | GEV | GE Vernova INC | +0.1% | -12.50% | 减仓 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +11.95% | 加仓 |
| 21 | SGOV | Ishares 0-3 Month Treasury B | 0% | — | 不变 |
| 22 | VUG | Vanguard Growth ETF | 0% | — | 不变 |
| 23 | MSFT | Microsoft CORP | 0% | +12.93% | 加仓 |
| 24 | RH | Rh | -0.1% | +6.67% | 加仓 |
| 25 | SMCI | Super Micro Computer INC | -0.1% | — | 不变 |
| 26 | UPST | Upstart Holdings INC | -0.2% | -6.45% | 减仓 |
| 27 | TTD | Trade Desk Inc/the -class A | -0.2% | +11.06% | 加仓 |
| 28 | RDDT | Reddit Inc-cl A | -0.2% | +5.79% | 加仓 |
| 29 | LULU | Lululemon Athletica INC | — | EXIT | 清仓 |
| 30 | ASML | ASML Holding N.V. | — | EXIT | 清仓 |
| 31 | NVMI | Nova Ltd. | — | NEW | 新建仓 |
| 32 | CLS | Celestica INC | — | NEW | 新建仓 |
| 33 | FELG | Fidelity Enh Lrg Cap Gwth | — | EXIT | 清仓 |
| 34 | MU | Micron Technology INC | — | NEW | 新建仓 |
| 35 | GOOG | Alphabet Inc-cl C | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2026-01-16 | 修正案 | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2026-01-16 | 13F-HR | 在 EDGAR 上查看 |
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