SkyView Investment Advisors, LLC

报告期 2026-03-31 · CIK 0001848237

持仓数

318

前50大市值合计

$574.4M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 115增持 21减持 5清仓 9

方向

标的

Δ市值

现股数(环比)

增持

GSLC GOLDMAN SACHS ACTVBETA US LRG ETF

+$13.9M

746,075 +10%

减持

SHY ISHARES 1-3 YEAR TREASURY BO

-$12.5M

21,500 -88%

增持

IVV ISHARES CORE S&P 500 ETF

+$7.1M

77,799

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

DGRW WISDOMTREE US QLT DIV GRW ETF IV

+$6.5M

486,445 +12%

减持

USFR WISDOMTREE FLOATING RATETREASRY ETF

-$6.3M

104,711 -54%

减持

NVDA NVIDIA CORP

+$5.9M

14,392 -4%

增持

GSIE GOLDMAN SACHS ACTVBT INTEREQY ETF

+$5.1M

862,971 +15%

清仓

— PAPAYA GROWTH OPPORTUNI-CL A

-$3.2M

0 -100%

建仓

OKLO ALTC ACQUISITION CORP-CL A

+$3.0M

262,026

建仓

— KEEN VISION ACQUISITION CORP

+$2.7M

255,000

增持

IAU ISHARES GOLD ETF

+$2.5M

481,677 +6%

建仓

XLP SPDR FUND CONSUMER STAPLES ETF

+$2.4M

31,468

增持

META META PLATFORMS INC-CLASS A

+$2.3M

11,022 +29%

清仓

XLB SPDR FUND MATERIALS SELECT SECTR ETF

-$2.1M

0 -100%

建仓

NVO NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$1.8M

14,076

增持

IBKR INTERACTIVE BROKERS GRO-CL A

+$1.7M

34,414 +34%

建仓

IBTH ISHARES IBONDS DEC 2027 TERM

+$1.7M

75,000

清仓

— INTEGRATED RAIL AND -CLASS A

-$1.7M

0 -100%

清仓

— DUET ACQUISITION CORP CLASS A (U.S.)

-$1.6M

0 -100%

建仓

— BITE ACQUISITION CORP

+$1.6M

150,000

清仓

— ALSET CAPITAL ACQUISITION CORP CLASS A (U.S.)

-$1.5M

0 -100%

清仓

VGLT VANGUARD LONG-TERM TREASURY

-$1.5M

0 -100%

增持

EME EMCOR GROUP INC

+$1.5M

8,423 +16%

建仓

— ATHENA TECHNOLOGY ACQUISIT-A

+$1.5M

133,584

建仓

— ROTH CH ACQUISITION V CO

+$1.5M

134,482

建仓

— ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$1.4M

1,422

建仓

ADYEY ADYEN N V FUNSPONSORED ADR 1 ADR REP 0.01 ORD SHS

+$1.4M

80,756

建仓

CMI CUMMINS INC

+$1.3M

4,555

建仓

— FERRARI N V F

+$1.3M

3,076

增持

CNI CANADIAN NATL RAILWY F

+$1.3M

34,613 +35%

减持

JPST JPMORGAN ULTRA SHORT INCOME ETF

-$1.3M

6,924 -98%

增持

V VISA INC-CLASS A SHARES

+$1.3M

18,885 +23%

建仓

GBTC GRAYSCALE BITCOIN TRUST BTC

+$1.3M

20,000

建仓

LPLA LPL FINL HLDGS

+$1.2M

4,666

增持

CP CANADIAN PACIFIC KANSA F

+$1.2M

65,670 +14%

建仓

DPZ DOMINOS PIZZA INC

+$1.2M

2,345

建仓

BXC BLUELINX HOLDINGS INC

+$1.1M

8,828

增持

— STELLANTIS NV

+$1.1M

160,993 +10%

建仓

CRVL CORVEL CORP

+$1.1M

4,250

建仓

IWD ISHARES RUSSELL 1000 VALUE ETF

+$1.1M

5,975

建仓

FCNCA FIRST CITIZENS BKSH CLASS A

+$1.0M

641

建仓

WTS WATTS WATER TECH INC CLASS A

+$1.0M

4,896

建仓

SBGSY SCHNEIDER ELECTRIC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

+$1.0M

22,939

增持

— NORTHVIEW ACQUISITION CORP

+$1.0M

272,726 +36%

建仓

— ICON PLC F

+$1.0M

3,040

建仓

— VITAL ENERGY INC

+$1.0M

19,379

建仓

TDW TIDEWATER INC NEW

+$1.0M

11,048

建仓

LSTR LANDSTAR SYS INC

+$1.0M

5,200

建仓

TAP MOLSON COORS BEVERAGE CLCLASS B

+$997.0K

14,828

清仓

GBIL GOLDMAN SACHS ACCESS TREASUR

-$997.0K

0 -100%

建仓

USFD US FOODS HOLDING CORP

+$996.0K

18,452

建仓

— ASM INTERNTNL N V FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$983.0K

1,607

建仓

RBC R B C BEARINGS INC

+$957.0K

3,541

清仓

— KINGSWOOD ACQUISITION CORP

-$943.0K

0 -100%

增持

MSFT MICROSOFT CORP

+$939.0K

9,429 +17%

建仓

GGG GRACO INC

+$938.0K

10,036

增持

ULCC FRONTIER GROUP HOLDINGS INC

+$934.0K

274,665 +16%

建仓

TJX TJX COMPANIES INC

+$931.0K

9,182

建仓

BBW BUILD-A-BEAR WORKSHOP INC

+$917.0K

30,683

建仓

— AON PLC FCLASS A

+$913.0K

2,736

建仓

LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

+$891.0K

4,922

建仓

— HILLENBRAND INC

+$879.0K

17,473

建仓

AMG AFFILIATED MANAGERS

+$879.0K

5,247

建仓

EVVTY EVOLUTION AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$876.0K

7,032

建仓

JUST GOLDMAN SACHS JUST US LRG CP EQ ETF

+$863.0K

11,493

建仓

LSRCY LASERTEC CORP FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

+$863.0K

15,137

增持

— SPIRIT AIRLINES

-$856.0K

96,440 +19%

建仓

ORLY O REILLY AUTOMOTIVE

+$853.0K

756

建仓

RTMVY RIGHTMOVE PLC FFORWARD SPLIT WITH STOCK SPLIT SHARES

+$833.0K

59,304

建仓

TTC TORO CO

+$831.0K

9,067

建仓

— GLOBALINK INVESTMENT INC

+$820.0K

75,000

增持

GFF GRIFFON CORP

+$805.0K

36,669 +19%

建仓

WSM WILLIAMS SONOMA

+$802.0K

2,525

建仓

CNGL CANNA-GLOBAL ACQUISITIO-CL A

+$787.0K

71,000

建仓

— PHP VENTURES ACQUISITION -A

+$779.0K

70,000

建仓

MC MOELIS & CO CLASS A

+$776.0K

13,678

建仓

DHI D R HORTON CO

+$773.0K

4,699

建仓

SLB SCHLUMBERGER LTD F

+$773.0K

14,100

建仓

CSLLY C S L LIMITED FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$756.0K

8,015

建仓

EXPGY EXPERIAN PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$752.0K

17,276

建仓

— IB ACQUISITION CORP

+$751.0K

75,000

建仓

IBN ICICI BANK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$751.0K

28,446

建仓

NOA NORTH AMERICAN CONSTRU F

+$742.0K

33,319

建仓

— ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$740.0K

10,919

建仓

CVE CENOVUS ENERGY INC F

+$733.0K

36,680

建仓

SXYAY SIKA AG FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS

+$727.0K

24,225

建仓

FISV FISERV INC

+$718.0K

4,491

建仓

EWZ ISHARES MSCI BRAZIL ETF

+$713.0K

22,000

建仓

PRF INVESCO FTSE RAFI US 1000 ETF

+$710.0K

18,460

建仓

— FERGUSON PLC NEW F

+$709.0K

3,245

建仓

TDY TELEDYNE TECHNOLOGIE

+$699.0K

1,628

建仓

CVCO CAVCO INDUSTRIES INC

+$696.0K

1,745

建仓

FDS FACTSET RESEARCH SYS

+$693.0K

1,526

建仓

— STERIS PLC F

+$691.0K

3,072

增持

— ARCH CAPITAL GROUP LTD

+$688.0K

26,498 +12%

清仓

STEW SRH TOTAL RETURN FUND INC

-$688.0K

0 -100%

建仓

MU MICRON TECHNOLOGY

+$684.0K

5,802

建仓

BRO BROWN & BROWN INC

+$684.0K

7,812

建仓

— WILLIS TOWERS WATSON P F

+$683.0K

2,485

建仓

DSDVY DSV A/S FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$681.0K

8,389

建仓

SBI WESTERN ASSET INTERMEDIATE

+$677.0K

85,443

建仓

PRSU VIAD CORP

+$671.0K

16,988

建仓

AMAT APPLIED MATERIALS

+$667.0K

3,232

建仓

— ASPEN TECHNOLOGY INC NEW

+$658.0K

3,084

建仓

RLI R L I CORP

+$653.0K

4,400

建仓

— LINDE PLC F

+$651.0K

1,403

建仓

— THOMSON REUTERS CORP F

+$646.0K

4,146

增持

EWJ ISHARES MSCI JAPAN ETF

+$645.0K

75,445 +2%

增持

GE GE AEROSPACE

+$639.0K

9,988 +14%

建仓

— 1/100 BERKSHIRE HTWY CLASS A

+$634.0K

100

增持

— DESPEGAR COM CORP 0050 F

+$627.0K

232,579 +2%

建仓

NSRGY NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$624.0K

5,878

建仓

MTD METTLER TOLEDO INTL

+$624.0K

469

建仓

— ACCENTURE PLC FCLASS A

+$613.0K

1,768

建仓

GPN GLOBAL PAYMENTS INC

+$599.0K

4,482

建仓

EPAC ENERPAC TOOL GROUP CORP CLASS A

+$593.0K

16,637

建仓

NBXG NBRGR BRMN NEX GEN CONNECT

+$588.0K

50,000

建仓

SYY SYSCO CORP

+$576.0K

7,098

建仓

TECK TECK RESOURCES LTD FCLASS B

+$576.0K

12,592

建仓

GLD SPDR GOLD TRUST

+$576.0K

2,800

建仓

VZ VERIZON COMMUNICATN

+$573.0K

13,659

建仓

EEFT EURONET WORLDWIDE INC

+$571.0K

5,195

建仓

SLV ISHARES SILVER TRUST

+$569.0K

25,000

建仓

AAGIY AIA GROUP LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS

+$558.0K

20,756

建仓

— WINVEST ACQUISITION CORP (U.S.)

+$554.0K

50,000

建仓

— LIBERTY RES-CL A EQUITY

+$554.0K

50,000

建仓

EXPD EXPEDITORS INTL WASH CLASS A

+$552.0K

4,541

建仓

ADI ANALOG DEVICES INC

+$551.0K

2,784

建仓

WTTR SELECT WATER SOLUTIONS ICLASS A

+$550.0K

59,548

建仓

ATLKY ATLAS COPCO AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$549.0K

32,394

建仓

WCN WASTE CONNECTIONSINC F

+$548.0K

3,186

减持

BIL SPDR BLOOMBERG 1-3 MONTH T-B

-$547.0K

4,000 -60%

建仓

EPAM EPAM SYSTEMS INC

+$544.0K

1,970

建仓

BALL BALL CORP

+$542.0K

8,049

建仓

NVR N V R INC

+$535.0K

建仓

LCII L C I INDUSTRIE

+$531.0K

4,315

建仓

IWM iShares Russell 2000 ETF

+$526.0K

2,500

建仓

CRTO CRITEO S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$516.0K

14,712

建仓

ALTG ALTA EQUIPMENT GROUP INC

+$514.0K

39,688

建仓

SKY SKYLINE CORP

+$514.0K

6,051

建仓

— VIVEON HEALTH ACQUISITION CO

+$513.0K

57,000

建仓

SPG SIMON PPTY GROUP REIT

+$509.0K

3,253

建仓

RPG INVSC S P 500 PURE GROWTH ETF

+$506.0K

13,790

建仓

— SWK HOLDINGS CORP

+$504.0K

28,931

建仓

— TRUECAR INC

+$503.0K

148,462

建仓

RMD RESMED INC

+$503.0K

2,538

建仓

— PLAYA HOTELS & RES F

+$501.0K

51,634

建仓

BAC BANK OF AMERICA CORP

+$500.0K

13,174

建仓

ORCL ORACLE CORP

+$499.0K

3,976

建仓

BRK/B BERKSHIRE HATHAWAY INC-CL B

+$495.0K

1,178