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
26Q1 调仓2025-12-31 → 2026-03-31 · 共 25 项建仓 2增持 10减持 13
减持
SDVD FIRST TR EXCH TRADED FD III -$12.3M
23,560 -96%
建仓
AVDV AMERICAN CENTY ETF TR +$6.2M
62,124
建仓
AVUV AMERICAN CENTY ETF TR +$6.2M
56,153
减持
JEPI J P MORGAN EXCHANGE TRADED F -$1.9M
64,647 -34%
增持
GRID FIRST TR EXCHANGE-TRADED FD +$1.8M
27,213 +60%
增持
AIRR FIRST TR EXCHANGE TRADED FD +$1.4M
70,737 +7%
增持
XLK SELECT SECTOR SPDR TR -$1.0M
173,650 +4%
增持
XLF SELECT SECTOR SPDR TR -$393.5K
185,520 +6%
增持
TDVI FIRST TR EXCHANGE-TRADED FD -$278.5K
559,518 +3%
减持
XLI SELECT SECTOR SPDR TR -$133.1K
10,328 -11%
减持
XLE SELECT SECTOR SPDR TR +$113.9K
63,277 -25%
减持
XLU SELECT SECTOR SPDR TR +$107.7K
60,665 -3%
增持
JEPQ J P MORGAN EXCHANGE TRADED F -$49.8K
192,191 +4%
减持
XLB SELECT SECTOR SPDR TR +$23.2K
47,053 -8%
增持
IBIT ISHARES BITCOIN TRUST ETF +$7.8K
11,489 +32%
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。
