CIK: 0001793923
申報總市值
US$1.7億
申報季度: 2026-03-31 · 持股檔數: 56
WASHBURN CAPITAL MANAGEMENT, INC.在最新一期 13F 報告中揭露了 56 項持股，申報期為 2026-03-31，總持股市值約為 US$1.7億，季度換手率為 12.4%。
Washburn Capital Management, INC. 目前揭露的持股，Herfindahl 集中度指數為 0.118——換算下來相當於約 8 個等權重部位，明顯低於其實際揭露的 56 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 2.39），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 30%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
加碼 GEV
-4.3% US$86.0萬
減碼 MSFT
-4.5% -US$113.1萬
減碼 NVDA
-17.6% -US$112.8萬
減碼 QQQ
-2.2% -US$199.8萬
減碼 PANW
-38.2% -US$78.9萬
加碼 BA
+122.4% US$66.8萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 23.74% | +0.09% | -0.28% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 18.66% | +0.12% | -0.29% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.11% | -0.41% | -2.23% | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 6.87% | +0.09% | -0.37% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.40% | +0.18% | +6.87% | |
| 6 | GEV | GE Vernova INC | 股票-工業 | 2.30% | +0.60% | -4.33% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.20% | -0.51% | -17.58% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.05% | -0.94% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.53% | -4.46% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.70% | -0.24% | -4.14% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | -0.19% | -1.50% | |
| 12 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.46% | -0.32% | -13.96% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.38% | +0.01% | +0.25% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.32% | -0.12% | -2.75% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.22% | +0.04% | -4.29% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.20% | -0.18% | -28.51% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.06% | +0.14% | — | |
| 18 | CAT | Caterpillar INC | 股票-工業 | 1.04% | +0.25% | +1.00% | |
| 19 | STRL | Sterling Infrastructure INC | 股票-工業 | 0.97% | +0.27% | -0.72% | |
| 20 | GE | General Electric | 股票-工業 | 0.90% | -0.01% | +2.15% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | +0.16% | +28.02% | |
| 22 | VICR | Vicor CORP | 股票-科技 | 0.79% | +0.34% | +14.11% | |
| 23 | BA | Boeing Co/the | 股票-工業 | 0.76% | +0.41% | +122.44% | |
| 24 | CLS | Celestica INC | 股票-科技 | 0.76% | -0.07% | -8.47% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.14% | +29.42% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.10% | -13.12% | |
| 27 | HD | Home Depot INC | 股票-循環性消費 | 0.69% | +0.01% | +0.61% | |
| 28 | ABBV | Abbvie INC | 股票-醫療保健 | 0.62% | -0.03% | -4.39% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | -0.20% | -18.64% | |
| 30 | PANW | Palo Alto Networks INC | 股票-科技 | 0.53% | -0.41% | -38.25% | |
| 31 | CEG | Constellation Energy | 股票-公用事業 | 0.48% | -0.21% | -17.92% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.45% | — | +1.08% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | +0.23% | +98.12% | |
| 34 | QXO | Qxo INC | 股票-工業 | 0.37% | +0.37% | NEW | |
| 35 | GLW | Corning INC | 股票-科技 | 0.35% | +0.35% | NEW | |
| 36 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.35% | +0.35% | NEW | |
| 37 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.34% | +0.12% | -6.00% | |
| 38 | TSLA | Tesla INC | 股票-循環性消費 | 0.31% | -0.03% | +5.37% | |
| 39 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.26% | +0.05% | -3.33% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.08% | — | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.22% | -0.08% | -24.42% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.20% | — | — | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.19% | — | — | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.19% | — | -6.71% | |
| 45 | EQT | Eqt CORP | 股票-能源 | 0.18% | +0.03% | — | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.16% | +0.04% | +19.63% | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.16% | — | -7.27% | |
| 48 | BN | Brookfield CORP | 股票-金融 | 0.15% | — | — | |
| 49 | EXE | Expand Energy CORP | 股票-能源 | 0.15% | — | — | |
| 50 | ADI | Analog Devices INC | 股票-科技 | 0.15% | — | — |
Q3 2026績效
+3.1%
近4個季度績效
+21.4%
根據可取得價格的持股（佔申報價值的75%）計算
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 56 | US$1.7億 | 12 | |
| 2025-12-31 | 57 | US$1.8億 | 9 | |
| 2025-09-30 | 56 | US$1.8億 | 35 | |
| 2025-06-30 | 52 | US$1.7億 | 0 | |
| 2025-03-31 | 51 | US$1.5億 | 0 | |
| 2024-12-31 | 55 | US$1.6億 | 0 | |
| 2024-09-30 | 40 | US$1.4億 | 0 | |
| 2024-06-30 | 36 | US$1.4億 | 0 | |
| 2024-03-31 | 38 | US$1.4億 | 0 | |
| 2023-12-31 | 43 | US$1.3億 | 0 | |
| 2023-09-30 | 48 | US$1.2億 | 0 | |
| 2023-06-30 | 45 | US$1.2億 | 0 | |
| 2023-03-31 | 48 | US$1.2億 | 0 | |
| 2022-12-31 | 47 | US$1.1億 | 0 | |
| 2022-09-30 | 49 | US$1.0億 | 0 | |
| 2022-06-30 | 52 | US$1.2億 | 0 | |
| 2022-03-31 | 59 | US$1.5億 | 0 | |
| 2021-12-31 | 54 | US$1.7億 | 0 | |
| 2021-09-30 | 54 | US$1.5億 | 0 | |
| 2021-06-30 | 49 | US$1.5億 | 99 | |
| 2021-03-31 | 56 | US$1.5億 | 30 | |
| 2020-12-31 | 54 | US$1.4億 | 13 | |
| 2020-09-30 | 51 | US$1.3億 | 22 | |
| 2020-06-30 | 50 | US$1.1億 | 42 | |
| 2020-03-31 | 41 | US$7307.9萬 | 52 | |
| 2019-12-31 | 35 | US$1.1億 | 0 |
Washburn Capital Management, INC. 在 2026-03-31 最顯著的持倉異動： 新建倉: Qxo INC (QXO); 新建倉: Corning INC (GLW); 新建倉: Ishares Silver Trust (SLV); 清倉: Cleanspark INC (CLSK); 清倉: Palantir Technologies Inc-a (PLTR).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova INC | +0.6% | -4.33% | 減碼 |
| 2 | BA | Boeing Co/the | +0.4% | +122.44% | 加碼 |
| 3 | VICR | Vicor CORP | +0.3% | +14.11% | 加碼 |
| 4 | STRL | Sterling Infrastructure INC | +0.3% | -0.72% | 減碼 |
| 5 | CAT | Caterpillar INC | +0.3% | +1.00% | 加碼 |
| 6 | VB | Vanguard Small-cap ETF | +0.2% | +98.12% | 加碼 |
| 7 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +6.87% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +28.02% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +29.42% | 加碼 |
| 10 | SOXX | Ishares Semiconductor ETF | +0.1% | — | 不變 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.29% | 減碼 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | -6.00% | 減碼 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.28% | 減碼 |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | -0.37% | 減碼 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | — | 不變 |
| 16 | AEM | Agnico Eagle Mines LTD | +0.1% | -3.33% | 減碼 |
| 17 | GLD | Spdr Gold Shares | 0% | +19.63% | 加碼 |
| 18 | IJH | Ishares Core S&p Midcap ETF | 0% | -4.29% | 減碼 |
| 19 | EQT | Eqt CORP | 0% | — | 不變 |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +0.25% | 加碼 |
| 21 | HD | Home Depot INC | 0% | +0.61% | 加碼 |
| 22 | MS | Morgan Stanley | — | +1.08% | 加碼 |
| 23 | GE | General Electric | 0% | +2.15% | 加碼 |
| 24 | ABT | Abbott Laboratories | 0% | -0.22% | 減碼 |
| 25 | CRH | CRH plc | 0% | — | 不變 |
| 26 | ABBV | Abbvie INC | 0% | -4.39% | 減碼 |
| 27 | TSLA | Tesla INC | 0% | +5.37% | 加碼 |
| 28 | GIL | Gildan Activewear INC | 0% | -9.44% | 減碼 |
| 29 | AAPL | Apple INC | -0.1% | -0.94% | 減碼 |
| 30 | CLS | Celestica INC | -0.1% | -8.47% | 減碼 |
| 31 | XLF | Ss Financial Select Sector | -0.1% | -24.42% | 減碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -13.12% | 減碼 |
| 33 | AVGO | Broadcom INC | -0.1% | -2.75% | 減碼 |
| 34 | COST | Costco Wholesale CORP | -0.2% | -28.51% | 減碼 |
| 35 | V | Visa Inc-class A Shares | -0.2% | -1.50% | 減碼 |
| 36 | LLY | Eli Lilly & Co | -0.2% | -18.64% | 減碼 |
| 37 | CEG | Constellation Energy | -0.2% | -17.92% | 減碼 |
| 38 | META | Meta Platforms Inc-class A | -0.2% | -4.14% | 減碼 |
| 39 | AMZN | Amazon.com INC | -0.3% | -13.96% | 減碼 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -2.23% | 減碼 |
| 41 | PANW | Palo Alto Networks INC | -0.4% | -38.25% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.5% | -17.58% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.5% | -4.46% | 減碼 |
| 44 | QXO | Qxo INC | — | NEW | 新建倉 |
| 45 | GLW | Corning INC | — | NEW | 新建倉 |
| 46 | SLV | Ishares Silver Trust | — | NEW | 新建倉 |
| 47 | CLSK | Cleanspark INC | — | EXIT | 清倉 |
| 48 | PLTR | Palantir Technologies Inc-a | — | EXIT | 清倉 |
| 49 | DBRG | Digitalbridge Group INC | — | EXIT | 清倉 |
| 50 | SHOP | Shopify INC - Class A | — | EXIT | 清倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-28 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-08-05 | 修正案 | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-24 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-23 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-08 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-03 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-07 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-28 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-15 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-06 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-01 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-11-12 | 修正案 | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-02 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-05-03 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-10-07 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-21 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-05-04 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-01-10 | 13F-HR | 在 EDGAR 上查看 |
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