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 150 项建仓 7增持 92减持 47清仓 4
增持
— EXXON MOBIL CORP
+$3.5M
70,648 +1%
增持
MA MASTERCARD INCORPORATED -$1.7M
25,077 +1%
减持
COST COSTCO WHOLESALE CORPORATION +$1.3M
10,673 -1%
减持
FDL FIRST TR EXCHANGE-TRADED FD +$1.3M
233,339 -2%
减持
JLL JONES LANG LASALLE INC -$1.0M
4,650 -36%
减持
FSSL FS SPECIALTY LENDING FD -$1.0M
52,055 -56%
增持
RWL INVESCO EXCH TRADED FD TR II +$792.8K
9,627 +252%
减持
FXO FIRST TR EXCHANGE-TRADED FD -$746.2K
153,581 -1%
减持
MAR MARRIOTT INTL INC NEW +$564.1K
35,177 -0%
增持
CGDG CAPITAL GROUP DIVIDEND GROWE +$489.5K
28,365 +91%
增持
PANW PALO ALTO NETWORKS INC -$429.7K
18,210 +0%
增持
SPHQ INVESCO EXCHANGE TRADED FD T +$397.9K
62,003 +9%
增持
PLTR PALANTIR TECHNOLOGIES INC -$395.4K
25,215 +10%
增持
VIOO VANGUARD ADMIRAL FDS INC +$352.5K
73,788 +1%
增持
XLG INVESCO EXCHANGE TRADED FD T +$345.0K
45,303 +26%
增持
FXH FIRST TR EXCHANGE-TRADED FD -$284.1K
72,811 +0%
建仓
SUN SUNOCO LP/SUNOCO FIN CORP +$242.5K
3,732
增持
EQWL INVESCO EXCHANGE TRADED FD T +$231.1K
9,987 +28%
减持
FSCO FS CREDIT OPPORTUNITIES CORP -$226.3K
178,589 -1%
清仓
VWOB VANGUARD WHITEHALL FDS -$225.7K
0 -100%
建仓
VZ VERIZON COMMUNICATIONS INC +$220.8K
4,397
增持
CRWD CROWDSTRIKE HLDGS INC +$218.7K
4,263 +38%
增持
— ASML HLDG NV
+$209.4K
830 +0%
减持
SPGP INVESCO EXCHANGE TRADED FD T -$208.1K
28,735 -1%
建仓
BINC BLACKROCK ETF TRUST II +$207.7K
4,000
清仓
— ACCENTURE PLC IRELAND
-$206.9K
0 -100%
减持
VIG VANGUARD SPECIALIZED FUNDS -$188.6K
23,190 -2%
增持
FBTC FIDELITY WISE ORIGIN BITCOIN -$183.3K
11,669 +2%
减持
FTSL FIRST TR EXCHANGE-TRADED FD -$177.1K
15,075 -19%
增持
VFMF VANGUARD WELLINGTON FD +$166.9K
9,145 +10%
增持
FNX FIRST TR EXCHANGE-TRADED ALP +$165.4K
70,208 +0%
减持
SPLV INVESCO EXCH TRADED FD TR II -$138.2K
29,339 -8%
减持
UNH UNITEDHEALTH GROUP INC -$129.4K
763 -25%
增持
TSM TAIWAN SEMICONDUCTOR MANUFAC +$124.0K
1,463 +20%
增持
RSP INVESCO EXCHANGE TRADED FD T +$93.2K
16,192 +3%
减持
XLE SELECT SECTOR SPDR TR +$92.9K
7,664 -9%
增持
JQUA J P MORGAN EXCHANGE TRADED F +$64.6K
50,836 +5%
增持
RSPF INVESCO EXCHANGE TRADED FD T -$62.7K
10,414 +1%
减持
FDRR FIDELITY COVINGTON TRUST -$59.0K
3,940 -17%
增持
RSPT INVESCO EXCHANGE TRADED FD T +$57.3K
40,043 +4%
减持
AVDV AMERICAN CENTY ETF TR -$47.3K
5,607 -13%
增持
UBER UBER TECHNOLOGIES INC -$45.3K
9,028 +6%
增持
IBIT ISHARES BITCOIN TRUST ETF -$45.2K
10,683 +16%
增持
IBM INTERNATIONAL BUSINESS MACHS -$41.4K
926 +3%
增持
XLI SELECT SECTOR SPDR TR +$38.6K
3,597 +3%
增持
FVD FIRST TR EXCHANGE-TRADED FD +$36.9K
31,759 +0%
增持
HLT HILTON WORLDWIDE HLDGS INC +$35.3K
2,098 +0%
减持
XLV SELECT SECTOR SPDR TR -$31.7K
3,130 -1%
增持
RSPH INVESCO EXCHANGE TRADED FD T -$27.8K
17,311 +0%
增持
XLF SELECT SECTOR SPDR TR -$27.4K
8,633 +4%
增持
CIBR FIRST TR EXCHANGE-TRADED FD +$24.6K
5,373 +23%
增持
XLK SELECT SECTOR SPDR TR -$24.6K
8,422 +6%
增持
SPY STATE STR SPDR S&P 500 ETF T -$21.0K
1,199 +2%
减持
PM PHILIP MORRIS INTL INC +$18.5K
4,976 -1%
减持
FBT FIRST TR EXCHANGE-TRADED FD -$13.6K
1,738 -1%
增持
VT VANGUARD INTL EQUITY INDEX F +$11.8K
7,449 +3%
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。
