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Appalachian Capital Management Ltd

报告期 2026-03-31 · CIK 0002111450

持仓数

45

前50大市值合计

$124.9M

报告期

2026-03-31

当前持仓调仓

前 45 大持仓

标的

类型

市值

股数

占比*

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$39.5M

1,573,653

31.6%

SPTI SPDR SERIES TRUST

STATE STREET SPD

$9.6M

335,006

7.7%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$9.6M

311,623

7.7%

SPTL SPDR SERIES TRUST

STATE STREET SPD

$9.2M

351,564

7.4%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$8.9M

359,962

7.1%

OAKI HARRIS OAKMARK ETF TRUST

INTL LARGE CAP

$8.1M

338,454

6.5%

OAKM HARRIS OAKMARK ETF TRUST

OAKMARK U S LRG

$8.1M

295,213

6.5%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$6.2M

26,221

5.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$3.3M

5,690

2.6%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$2.8M

34,121

2.3%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$2.7M

53,956

2.1%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$1.6M

23,513

1.3%

BA BOEING CO

COM

$1.1M

5,768

0.9%

— EXXON MOBIL CORP

COM

$959.7K

5,657

0.8%

BOND PIMCO ETF TR

ACTIVE BD ETF

$905.8K

9,816

0.7%

AMZN AMAZON COM INC

COM

$857.7K

4,118

0.7%

KRE SPDR SERIES TRUST

STATE STREET SPD

$775.5K

11,903

0.6%

PID INVESCO EXCHANGE TRADED FD T

INTL DIVI ACHI

$659.3K

29,635

0.5%

TSLA TESLA INC

COM

$652.0K

1,754

0.5%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$589.7K

25,394

0.5%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$584.4K

12,427

0.5%

NVDA NVIDIA CORPORATION

COM

$562.3K

3,224

0.5%

SPLV INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL

$554.4K

7,579

0.4%

VLO VALERO ENERGY CORP

COM

$518.9K

2,100

0.4%

UBCP UNITED BANCORP INC OHIO

COM

$507.6K

33,372

0.4%

NFLX NETFLIX INC.

COM

$466.3K

4,850

0.4%

WSBC WESBANCO INC

COM

$464.9K

13,481

0.4%

CVX CHEVRON CORPORATION

COM

$458.9K

2,218

0.4%

QLD PROSHARES TR

PSHS ULTRA QQQ

$446.9K

7,327

0.4%

GTO INVESCO ACTIVELY MANAGED EXC

TOTAL RETURN

$373.9K

7,985

0.3%

MSFT MICROSOFT CORP

COM

$339.3K

917

0.3%

LLY ELI LILLY & CO

COM

$333.9K

363

0.3%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$311.3K

672

0.2%

BITB BITWISE BITCOIN ETF TR

SHS BEN INT

$308.7K

8,387

0.2%

CRWD CROWDSTRIKE HLDGS INC

CL A

$285.4K

731

0.2%

AMD ADVANCED MICRO DEVICES INC

COM

$271.6K

1,335

0.2%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$268.5K

2,021

0.2%

GOOG ALPHABET INC

CAP STK CL C

$252.4K

880

0.2%

BP BP PLC

SPONSORED ADR

$235.0K

5,000

0.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$229.3K

1,657

0.2%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$227.8K

7,833

0.2%

SOXX ISHARES TR

ISHARES SEMICDTR

$226.4K

689

0.2%

VTRS VIATRIS INC

COM

$224.6K

16,625

0.2%

UBSI UNITED BANKSHARES INC WEST V

COM

$207.1K

5,000

0.2%

EONR EON RESOURCES INC

COM CL A

$16.6K

20,000

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

68%前 6 大占比

SCHB31.6%SPTI7.7%SCHD7.7%SPTL7.4%UCON7.1%OAKI6.5%

Appalachian Capital Management Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心