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 89 项建仓 3增持 48减持 36清仓 2
减持
— EXXON MOBIL CORP
+$723.0K
15,396 -2%
增持
VZ VERIZON COMMUNICATIONS INC +$375.8K
37,573 +1%
增持
FTGC FIRST TR EXCHANGE TRAD FD VI +$372.2K
30,265 +42%
增持
SDVY FIRST TR EXCHANGE TRADED FD +$371.2K
75,426 +11%
增持
IBM INTERNATIONAL BUSINESS MACHS -$333.1K
6,460 +1%
增持
CTA SIMPLIFY EXCHANGE TRADED FUN +$309.0K
60,559 +9%
增持
— TOTALENERGIES SE
+$232.2K
6,820 +15%
增持
GBIL GOLDMAN SACHS ETF TR +$213.6K
40,020 +5%
增持
FANG DIAMONDBACK ENERGY INC +$181.4K
3,584 +2%
增持
FLSP FRANKLIN TEMPLETON ETF TR +$174.4K
70,688 +9%
增持
GIGB GOLDMAN SACHS ETF TR +$154.1K
88,377 +5%
减持
GSSC GOLDMAN SACHS ETF TR -$149.5K
66,584 -2%
增持
BMY BRISTOL-MYERS SQUIBB CO +$148.5K
13,337 +9%
增持
— CARNIVAL CORP
-$137.5K
30,161 +0%
减持
LHX L3HARRIS TECHNOLOGIES INC +$134.9K
2,622 -0%
增持
— NEBIUS GROUP N.V.
+$121.2K
5,835 +1%
减持
DVN DEVON ENERGY CORP NEW +$108.5K
7,936 -0%
减持
— PERRIGO CO PLC
-$97.8K
14,540 -20%
建仓
CHW CALAMOS GBL DYN INCOME FUND +$76.2K
10,500
增持
PSA PUBLIC STORAGE OPER CO +$64.7K
3,405 +3%
减持
FUMB FIRST TR EXCH TRADED FD III -$64.2K
80,941 -4%
增持
PM PHILIP MORRIS INTL INC +$63.5K
7,239 +2%
减持
FMHI FIRST TR EXCH TRADED FD III -$58.3K
38,575 -2%
增持
IBIT ISHARES BITCOIN TRUST ETF +$53.0K
14,640 +43%
减持
GSIE GOLDMAN SACHS ETF TR +$51.5K
293,392 -0%
增持
FIXD FIRST TR EXCHNG TRADED FD VI +$36.4K
112,254 +2%
增持
UPS UNITED PARCEL SVCS INC +$35.0K
13,826 +3%
增持
PANW PALO ALTO NETWORKS INC -$30.1K
1,645 +3%
增持
TKO TKO GROUP HOLDINGS INC -$15.4K
2,519 +1%
增持
FSMB FIRST TR EXCH TRADED FD III +$7.4K
30,900 +2%
增持
FMB FIRST TR EXCH TRADED FD III +$2.3K
56,520 +1%
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。
