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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 134 项
建仓 35
增持 42
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$23.3M
159,541
-24%
增持
SPY
SPDR S&P 500 ETF TR
+$16.8M
33,180
+702%
建仓
TOTL
SSGA ACTIVE ETF TR
+$13.9M
334,589
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。
增持
IUSB
ISHARES TR
+$13.2M
1,700,164
+15%
增持
EFV
ISHARES TR
+$12.7M
413,967
+98%
建仓
SPAB
SPDR SER TR
+$8.4M
319,467
建仓
XLSR
SSGA ACTIVE TR
+$7.4M
142,778
建仓
SPEM
SPDR INDEX SHS FDS
+$6.9M
168,041
增持
QUAL
ISHARES TR
+$6.7M
299,169
+9%
建仓
QUS
SPDR SER TR
+$6.1M
39,016
减持
GCOW
PACER FDS TR
-$6.1M
54,453
-77%
减持
PAVE
GLOBAL X FDS
-$6.0M
67,955
-71%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$5.2M
15,206
-64%
建仓
SPSM
SPDR SER TR
+$4.5M
99,743
减持
CWI
SPDR INDEX SHS FDS
-$4.4M
23,364
-87%
增持
BINC
BLACKROCK ETF TRUST II
+$4.3M
205,832
+59%
增持
EMXC
ISHARES INC
+$3.5M
161,861
+50%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$3.3M
5,556
-92%
清仓
AUSF
GLOBAL X FDS
-$3.1M
0
-100%
建仓
SPMD
SPDR SER TR
+$3.1M
56,074
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$3.1M
63,967
减持
HEFA
ISHARES TR
-$3.0M
12,528
-87%
减持
IEMG
ISHARES INC
-$2.9M
100,943
-38%
增持
ACWI
ISHARES TR
+$2.8M
30,630
+303%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$2.5M
311,311
+16%
建仓
EBND
SPDR SER TR
+$2.3M
108,057
建仓
GLD
SPDR GOLD TR
+$2.2M
8,937
建仓
SPTL
SPDR SER TR
+$2.0M
70,398
增持
MBB
ISHARES TR
+$1.9M
188,593
+7%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$1.7M
8,914
建仓
TIPX
SPDR SER TR
+$1.7M
89,217
建仓
HYG
ISHARES TR
+$1.5M
19,219
建仓
HYBL
SSGA ACTIVE TR
+$1.5M
53,632
增持
LQD
ISHARES TR
+$1.5M
26,453
+88%
减持
DYNF
BLACKROCK ETF TRUST
-$1.5M
745,313
-9%
清仓
LQDH
ISHARES U S ETF TR
-$1.5M
0
-100%
清仓
HYGH
ISHARES U S ETF TR
-$1.4M
0
-100%
建仓
EMHC
SPDR SER TR
+$1.4M
55,023
建仓
IDU
ISHARES TR
+$1.3M
13,211
增持
IVE
ISHARES TR
+$1.3M
74,920
+1%
清仓
TIP
ISHARES TR
-$1.1M
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$895.4K
23,840
建仓
IJR
ISHARES TR
+$864.1K
7,388
减持
IYW
ISHARES TR
-$831.7K
62,555
-9%
减持
IVW
ISHARES TR
-$784.5K
283,557
-6%
减持
TLT
ISHARES TR
-$778.7K
89,973
-14%
建仓
BIL
SPDR SER TR
+$755.8K
8,232
增持
SHLD
GLOBAL X FDS
+$741.7K
88,186
+15%
增持
XLK
SELECT SECTOR SPDR TR
+$712.6K
16,338
+24%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$706.7K
67,359
+55%
清仓
IHI
ISHARES TR
-$689.5K
0
-100%
减持
ESGU
ISHARES TR
+$672.8K
174,396
-2%
建仓
AXP
AMERICAN EXPRESS CO
+$633.8K
2,337
建仓
SUSB
ISHARES TR
+$585.7K
23,278
减持
VOO
VANGUARD INDEX FDS
-$526.3K
24,803
-9%
建仓
RTX
RTX CORPORATION
+$476.3K
3,931
增持
KEMX
KRANESHARES TRUST
+$474.0K
45,083
+45%
清仓
DBEF
DBX ETF TR
-$440.4K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO.
+$413.3K
1,960
增持
IGEB
ISHARES TR
+$412.6K
47,242
+18%
建仓
HCA
HCA HEALTHCARE INC
+$410.5K
1,010
增持
DMXF
ISHARES TR
+$388.9K
25,438
+19%
增持
IXN
ISHARES TR
+$384.4K
30,011
+19%
减持
EFG
ISHARES TR
-$380.1K
197,319
-7%
建仓
XLF
SELECT SECTOR SPDR TR
+$355.4K
7,842
建仓
XLV
SELECT SECTOR SPDR TR
+$350.9K
2,278
增持
IFRA
ISHARES TR
+$347.1K
65,527
+1%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$345.7K
15,745
-31%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$333.1K
13,527
+6%
增持
GOVT
ISHARES TR
+$332.1K
168,817
+5%
建仓
XLI
SELECT SECTOR SPDR TR
+$331.8K
2,450
建仓
NOC
NORTHROP GRUMMAN CORP
+$316.8K
600
建仓
ITOT
ISHARES TR
+$314.3K
2,502
建仓
XLY
SELECT SECTOR SPDR TR
+$301.0K
1,502
减持
LCTU
BLACKROCK ETF TRUST
-$286.1K
65,011
-12%
减持
DSI
ISHARES TR
-$285.9K
26,240
-13%
清仓
TFLO
ISHARES TR
-$281.2K
0
-100%
增持
SPMB
SPDR SER TR
+$279.7K
160,177
+4%
增持
EMB
ISHARES TR
+$279.0K
31,818
+4%
建仓
XLP
SELECT SECTOR SPDR TR
+$243.3K
2,931
增持
IWM
ISHARES TR
+$235.0K
4,746
+18%
清仓
SHM
SPDR SER TR
-$232.8K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$230.5K
833
减持
EUSA
ISHARES INC
-$230.1K
11,925
-23%
建仓
IEFA
ISHARES TR
+$210.7K
2,699
清仓
SPIP
SPDR SER TR
-$201.0K
0
-100%
建仓
STOT
SSGA ACTIVE TR
+$200.0K
4,214
增持
UNH
UNITEDHEALTH GROUP INC
+$189.4K
844
+41%
减持
SPYV
SPDR SER TR
+$176.4K
61,272
-2%
减持
MSFT
MICROSOFT CORP
-$172.2K
6,504
-2%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$164.4K
28,859
-1%
增持
USXF
ISHARES TR
+$150.9K
59,493
+0%
增持
IWD
ISHARES TR
+$150.5K
6,028
+6%
减持
IQDG
WISDOMTREE TR
-$143.3K
73,631
-10%
增持
—
EXXON MOBIL CORP
+$132.7K
3,477
+46%
减持
IWB
ISHARES TR
-$113.5K
5,111
-12%
增持
SCHD
SCHWAB STRATEGIC TR
+$112.5K
8,197
+10%
减持
SCHX
SCHWAB STRATEGIC TR
-$94.6K
58,444
-8%
增持
EUSB
ISHARES TR
+$89.6K
33,595
+2%
增持
ICVT
ISHARES TR
+$87.4K
3,905
+28%
增持
NVO
NOVO-NORDISK A S
+$84.4K
2,466
+68%
减持
AGG
ISHARES TR
-$80.7K
2,196
-30%
减持
VGLT
VANGUARD SCOTTSDALE FDS
+$73.8K
27,576
-2%
减持
ESGE
ISHARES INC
+$69.7K
30,077
-2%
减持
SUSC
ISHARES TR
+$65.5K
131,287
-2%
减持
IXUS
ISHARES TR
-$63.8K
4,775
-21%
增持
LCTD
BLACKROCK ETF TRUST
+$63.5K
16,073
+0%
减持
SPYG
SPDR SER TR
-$58.4K
48,630
-5%
增持
MUB
ISHARES TR
+$56.9K
17,928
+1%
减持
CALF
PACER FDS TR
-$54.6K
23,750
-11%
增持
PG
PROCTER AND GAMBLE CO
+$53.9K
1,588
+18%
减持
SCHM
SCHWAB STRATEGIC TR
-$46.4K
16,937
-9%
减持
EAGG
ISHARES TR
+$44.8K
44,104
-2%
减持
HD
HOME DEPOT INC
+$43.6K
1,760
-10%
减持
LOW
LOWES COS INC
+$41.4K
923
-2%
增持
QQQ
INVESCO QQQ TR
+$40.9K
1,749
+3%
增持
JPMB
J P MORGAN EXCHANGE TRADED F
+$40.6K
16,074
+2%
减持
ICF
ISHARES TR
-$39.8K
3,510
-26%
减持
SYLD
CAMBRIA ETF TR
-$39.7K
6,060
-13%
减持
QDIV
GLOBAL X FDS
+$38.4K
12,383
-0%
减持
CVX
CHEVRON CORP NEW
-$37.9K
1,394
-10%
减持
AAPL
APPLE INC
+$34.4K
5,068
-7%
减持
IJH
ISHARES TR
+$30.4K
11,963
-2%
减持
MGK
VANGUARD WORLD FD
-$28.1K
17,597
-3%
减持
SCHA
SCHWAB STRATEGIC TR
+$25.2K
7,924
-2%
增持
DFUS
DIMENSIONAL ETF TRUST
+$20.2K
5,774
+0%
增持
SYK
STRYKER CORPORATION
+$19.6K
610
+3%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$18.2K
7,201
+1%
减持
JNJ
JOHNSON & JOHNSON
+$15.8K
1,611
-4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$11.4K
4,580
+1%
减持
SCHB
SCHWAB STRATEGIC TR
+$7.9K
128,555
-5%
增持
XLE
SELECT SECTOR SPDR TR
-$6.9K
2,640
+1%
减持
SCHY
SCHWAB STRATEGIC TR
+$2.1K
11,999
-9%
减持
IWP
ISHARES TR
-$2.0K
5,103
-6%
