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Sharkey, Howes & Javer 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sharkey, Howes & Javer

报告期 2026-03-31 · CIK 0001642246

持仓数

153

前50大市值合计

$658.0M

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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 112 项建仓 13增持 46减持 47清仓 6

方向

标的

Δ市值

现股数(环比)

增持

IUSB ISHARES TR

+$17.3M

1,476,274 +36%

减持

IVV ISHARES TR

+$13.6M

291,673 -0%

建仓

IVE ISHARES TR

+$13.2M

70,521

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。

减持

GCOW PACER FDS TR

-$12.0M

318,231 -53%

建仓

DYNF BLACKROCK ETF TRUST

+$9.8M

219,935

减持

QUAL ISHARES TR

-$7.7M

214,495 -27%

减持

OEF ISHARES TR

-$6.1M

1,278 -96%

减持

LQD ISHARES TR

-$5.4M

30,278 -61%

减持

IVW ISHARES TR

-$5.0M

5,088 -93%

增持

ACWI ISHARES TR

+$4.2M

41,134 +1181%

增持

BBAG J P MORGAN EXCHANGE TRADED F

+$4.1M

244,383 +61%

减持

TFLO ISHARES TR

-$3.8M

162,146 -32%

建仓

VT VANGUARD INTL EQUITY INDEX F

+$3.3M

29,619

建仓

BINC BLACKROCK ETF TRUST II

+$3.3M

62,354

建仓

AUSF GLOBAL X FDS

+$3.3M

79,693

增持

CALF PACER FDS TR

+$3.2M

242,286 +33%

减持

VTI VANGUARD INDEX FDS

-$3.0M

5,141 -72%

清仓

USFR WISDOMTREE TR

-$1.9M

0 -100%

减持

GOVT ISHARES TR

-$1.8M

108,542 -41%

增持

EFG ISHARES TR

+$1.7M

143,130 +6%

增持

SPYG SPDR SER TR

+$1.7M

31,738 +230%

增持

SPYV SPDR SER TR

+$1.7M

63,914 +96%

减持

VOO VANGUARD INDEX FDS

-$1.3M

31,786 -16%

清仓

USMV ISHARES TR

-$1.3M

0 -100%

增持

SCHB SCHWAB STRATEGIC TR

+$1.3M

144,336 +6%

建仓

CGMS CAPITAL GRP FIXED INCM ETF T

+$1.2M

44,695

建仓

SHLD GLOBAL X FDS

+$1.0M

30,575

建仓

DBEF DBX ETF TR

+$908.5K

22,196

建仓

KEMX KRANESHARES TRUST

+$883.6K

30,121

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$813.3K

70,091 +16%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$725.6K

42,883 +2%

增持

MBB ISHARES TR

+$718.0K

167,834 +7%

增持

IXC ISHARES TR

+$707.1K

69,162 +20%

减持

TLT ISHARES TR

-$682.0K

117,519 -2%

增持

SPMB SPDR SER TR

+$672.2K

136,498 +31%

减持

IEMG ISHARES INC

-$659.7K

143,497 -10%

减持

PAVE GLOBAL X FDS

+$654.5K

243,968 -7%

减持

VTC VANGUARD SCOTTSDALE FDS

-$654.3K

4,736 -64%

增持

IQDG WISDOMTREE TR

+$489.6K

54,858 +24%

增持

XLK SELECT SECTOR SPDR TR

+$478.9K

13,445 +11%

增持

JPMB J P MORGAN EXCHANGE TRADED F

+$475.0K

17,850 +215%

减持

MGK VANGUARD WORLD FD

+$467.0K

18,151 -1%

减持

TCAF T ROWE PRICE ETF INC

+$408.9K

159,094 -0%

增持

IFRA ISHARES TR

+$390.1K

64,422 +8%

增持

EMXC ISHARES INC

+$365.8K

44,115 +12%

清仓

SPSB SPDR SER TR

-$342.2K

0 -100%

减持

SCHY SCHWAB STRATEGIC TR

-$323.3K

17,686 -42%

减持

IYW ISHARES TR

+$322.5K

66,849 -6%

减持

SCHD SCHWAB STRATEGIC TR

-$316.8K

11,138 -30%

增持

MSFT MICROSOFT CORP

+$315.4K

6,646 +1%

减持

JPEM J P MORGAN EXCHANGE TRADED F

-$275.4K

12,627 -31%

建仓

HEFA ISHARES TR

+$256.0K

7,339

增持

VDE VANGUARD WORLD FD

+$248.4K

3,478 +95%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$241.4K

3,680 +0%

增持

SCHA SCHWAB STRATEGIC TR

+$238.4K

25,830 +18%

增持

EMB ISHARES TR

+$238.4K

25,609 +11%

清仓

SPSM SPDR SER TR

-$232.6K

0 -100%

清仓

IEF ISHARES TR

-$223.7K

0 -100%

增持

SPY SPDR S&P 500 ETF TR

+$215.7K

4,132 +1%

清仓

VLUE ISHARES TR

-$210.5K

0 -100%

建仓

SPIP SPDR SER TR

+$208.4K

8,136

建仓

ADP AUTOMATIC DATA PROCESSING IN

+$208.0K

833

减持

SHM SPDR SER TR

-$208.0K

6,640 -39%

减持

LCTU BLACKROCK ETF TRUST

+$200.6K

77,121 -5%

建仓

IEFA ISHARES TR

+$200.3K

2,699

减持

DSI ISHARES TR

+$197.2K

30,897 -4%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$163.3K

14,101 +0%

减持

— EXXON MOBIL CORP

-$155.2K

2,354 -45%

减持

IXN ISHARES TR

+$147.2K

25,265 -1%

减持

SCHX SCHWAB STRATEGIC TR

-$143.0K

64,898 -12%

减持

QDIV GLOBAL X FDS

-$127.9K

12,384 -28%

减持

ADBE ADOBE INC

-$115.0K

913 -5%

减持

MUB ISHARES TR

-$110.2K

29,216 -3%

减持

USXF ISHARES TR

+$95.5K

58,250 -8%

减持

ESGU ISHARES TR

+$95.5K

205,742 -8%

增持

TIP ISHARES TR

+$88.0K

9,314 +10%

增持

LCTD BLACKROCK ETF TRUST

+$85.7K

17,380 +7%

减持

DMXF ISHARES TR

+$83.2K

21,162 -0%

减持

SCHM SCHWAB STRATEGIC TR

+$78.0K

20,108 -3%

增持

IJH ISHARES TR

-$77.8K

12,218 +313%

增持

EAGG ISHARES TR

+$76.3K

56,444 +4%

增持

IWM ISHARES TR

+$76.3K

6,385 +1%

减持

EFV ISHARES TR

+$73.2K

403,821 -4%

减持

PWR QUANTA SVCS INC

+$72.8K

2,856 -8%

增持

VGLT VANGUARD SCOTTSDALE FDS

+$64.0K

24,512 +9%

减持

PG PROCTER AND GAMBLE CO

-$52.1K

1,341 -27%

减持

MCO MOODYS CORP

-$48.7K

538 -19%

减持

SCHF SCHWAB STRATEGIC TR

-$48.5K

7,191 -19%

减持

IWF ISHARES TR

+$40.6K

9,109 -9%

增持

LOW LOWES COS INC

+$38.4K

1,055 +2%

增持

COST COSTCO WHSL CORP NEW

+$36.2K

471 +1%

增持

SUSC ISHARES TR

+$36.0K

121,661 +3%

增持

ZTS ZOETIS INC

-$35.1K

1,317 +1%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$34.2K

573 +2%

减持

IHI ISHARES TR

+$34.0K

14,085 -4%

增持

DFUS DIMENSIONAL ETF TRUST

+$33.8K

6,436 +0%

增持

GOOGL ALPHABET INC

+$33.7K

2,175 +3%

减持

HD HOME DEPOT INC

+$30.5K

1,945 -6%

增持

AGG ISHARES TR

+$30.0K

3,400 +11%

增持

XLE SELECT SECTOR SPDR TR

+$28.8K

2,598 +1%

增持

ESGE ISHARES INC

+$28.7K

21,113 +4%

增持

EUSB ISHARES TR

+$22.9K

31,664 +3%

减持

SYLD CAMBRIA ETF TR

+$22.9K

7,004 -3%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$20.7K

4,800 +9%

减持

ICF ISHARES TR

-$18.4K

7,921 -2%

增持

AAPL APPLE INC

-$17.2K

5,838 +10%

增持

CVX CHEVRON CORP NEW

+$17.1K

1,555 +2%

减持

IXUS ISHARES TR

-$10.2K

6,077 -7%

减持

CWI SPDR INDEX SHS FDS

-$4.5K

191,976 -5%

减持

JNJ JOHNSON & JOHNSON

-$2.2K

1,848 -2%

增持

UNH UNITEDHEALTH GROUP INC

-$2.1K

597 +6%

减持

SYK STRYKER CORPORATION

-$1.5K

590 -17%