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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 132 项建仓 12增持 69减持 41清仓 10

方向

标的

Δ市值

现股数(环比)

增持

AGG ISHARES TR

+$10.4M

109,153 +4871%

减持

IUSB ISHARES TR

-$9.7M

1,558,165 -8%

建仓

MTUM ISHARES TR

+$6.5M

31,426

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。

建仓

IAU ISHARES GOLD TR

+$3.1M

62,042

减持

TOTL SSGA ACTIVE ETF TR

-$2.9M

279,259 -17%

减持

BBAG J P MORGAN EXCHANGE TRADED F

-$2.8M

263,367 -15%

减持

SPAB SPDR SER TR

-$2.5M

233,151 -27%

清仓

IGEB ISHARES TR

-$2.2M

0 -100%

增持

SPY SPDR S&P 500 ETF TR

+$1.8M

35,559 +7%

减持

TLT ISHARES TR

-$1.5M

83,819 -7%

增持

SPYG SPDR SER TR

+$1.4M

61,721 +27%

增持

BINC BLACKROCK ETF TRUST II

+$1.3M

237,232 +15%

建仓

MEAR ISHARES U S ETF TR

+$1.3M

25,407

增持

HYBL SSGA ACTIVE TR

+$1.1M

93,278 +74%

增持

XLSR SSGA ACTIVE TR

+$1.1M

158,314 +11%

减持

GCOW PACER FDS TR

-$1.0M

28,907 -47%

减持

DYNF BLACKROCK ETF TRUST

+$964.9K

738,255 -1%

减持

IEMG ISHARES INC

-$928.3K

93,198 -8%

建仓

MMTM SPDR SER TR

+$923.6K

3,548

增持

BIL SPDR SER TR

+$840.9K

17,463 +112%

增持

VOO VANGUARD INDEX FDS

+$798.9K

25,773 +4%

增持

IJR ISHARES TR

+$795.6K

14,405 +95%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$769.1K

9,442 -30%

建仓

HYDB ISHARES TR

+$758.3K

16,131

增持

QUS SPDR SER TR

+$749.9K

44,539 +14%

减持

IVV ISHARES TR

-$686.1K

155,161 -3%

增持

GLD SPDR GOLD TR

+$676.9K

11,767 +32%

增持

EFG ISHARES TR

+$619.5K

225,766 +14%

增持

EMXC ISHARES INC

-$581.0K

167,905 +4%

建仓

EEM ISHARES TR

+$568.4K

13,592

增持

EFV ISHARES TR

-$554.4K

443,323 +7%

建仓

JAAA JANUS DETROIT STR TR

+$548.1K

10,809

建仓

DGRO ISHARES TR

+$529.8K

8,637

增持

CGMS CAPITAL GRP FIXED INCM ETF T

+$515.5K

87,640 +30%

清仓

UNH UNITEDHEALTH GROUP INC

-$493.2K

0 -100%

减持

SPTL SPDR SER TR

-$485.4K

59,604 -15%

增持

MUB ISHARES TR

+$483.8K

22,819 +27%

减持

PAVE GLOBAL X FDS

-$483.6K

57,249 -16%

减持

EUSB ISHARES TR

-$437.8K

24,729 -26%

增持

USXF ISHARES TR

+$430.8K

67,392 +13%

减持

IYW ISHARES TR

+$412.8K

62,045 -1%

清仓

HCA HCA HEALTHCARE INC

-$410.5K

0 -100%

增持

SPMB SPDR SER TR

+$385.2K

185,337 +16%

增持

SPSM SPDR SER TR

+$363.5K

109,145 +9%

减持

XLK SELECT SECTOR SPDR TR

-$357.9K

14,324 -12%

清仓

JCPB J P MORGAN EXCHANGE TRADED F

-$347.4K

0 -100%

清仓

IXUS ISHARES TR

-$346.8K

0 -100%

清仓

NOC NORTHROP GRUMMAN CORP

-$316.8K

0 -100%

减持

CALF PACER FDS TR

-$314.2K

17,964 -24%

清仓

SCHY SCHWAB STRATEGIC TR

-$314.0K

0 -100%

增持

SPMD SPDR SER TR

+$305.8K

61,656 +10%

清仓

NVO NOVO-NORDISK A S

-$293.6K

0 -100%

减持

ESGU ISHARES TR

-$285.2K

168,609 -3%

增持

QQQ INVESCO QQQ TR

+$279.3K

2,216 +27%

减持

VGLT VANGUARD SCOTTSDALE FDS

-$274.9K

25,693 -7%

减持

MGK VANGUARD WORLD FD

+$250.6K

17,227 -2%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$248.7K

75,149 +17%

减持

EBND SPDR SER TR

-$246.7K

105,052 -3%

增持

VTI VANGUARD INDEX FDS

+$245.6K

5,931 +14%

建仓

AMZN AMAZON COM INC

+$239.8K

1,093

建仓

AVGO BROADCOM INC

+$222.6K

960

建仓

XEL XCEL ENERGY INC

+$217.3K

3,219

建仓

CSCO CISCO SYS INC

+$217.3K

3,670

清仓

IEFA ISHARES TR

-$210.7K

0 -100%

增持

IQDG WISDOMTREE TR

+$206.1K

90,288 +23%

增持

ACWI ISHARES TR

+$203.9K

32,900 +7%

清仓

STOT SSGA ACTIVE TR

-$200.0K

0 -100%

增持

AAPL APPLE INC

+$188.0K

5,467 +8%

减持

LQD ISHARES TR

-$186.0K

26,232 -1%

增持

SPYV SPDR SER TR

+$181.3K

66,877 +9%

减持

VT VANGUARD INTL EQUITY INDEX F

-$175.0K

27,915 -3%

减持

GOVT ISHARES TR

-$169.4K

164,897 -2%

减持

SUSC ISHARES TR

-$160.6K

130,401 -1%

增持

SCHB SCHWAB STRATEGIC TR

-$157.6K

369,776 +188%

减持

IXN ISHARES TR

-$155.4K

27,391 -9%

减持

TCAF T ROWE PRICE ETF INC

-$155.2K

154,334 -3%

增持

CVX CHEVRON CORP NEW

+$154.3K

2,482 +78%

增持

MBB ISHARES TR

-$151.9K

195,431 +4%

增持

ICVT ISHARES TR

+$151.1K

5,624 +44%

增持

DMXF ISHARES TR

+$147.9K

30,647 +20%

减持

ADBE ADOBE INC

-$135.2K

759 -17%

增持

SUSB ISHARES TR

+$135.1K

29,183 +25%

增持

SPEM SPDR INDEX SHS FDS

+$129.4K

184,157 +10%

减持

IWD ISHARES TR

-$129.0K

5,483 -9%

增持

IDU ISHARES TR

+$126.8K

15,327 +16%

增持

IVE ISHARES TR

-$125.7K

76,730 +2%

增持

EMB ISHARES TR

-$110.6K

32,198 +1%

增持

SHLD GLOBAL X FDS

+$108.1K

90,651 +3%

减持

CWI SPDR INDEX SHS FDS

-$95.2K

22,047 -6%

增持

EAGG ISHARES TR

+$91.1K

48,108 +9%

减持

QQQM INVESCO EXCH TRADED FD TR II

-$88.6K

14,091 -7%

增持

JNJ JOHNSON & JOHNSON

+$82.4K

2,375 +47%

增持

IWM ISHARES TR

+$81.3K

5,113 +8%

增持

JPM JPMORGAN CHASE & CO.

+$78.2K

2,050 +5%

增持

AXP AMERICAN EXPRESS CO

+$74.4K

2,386 +2%

减持

HEFA ISHARES TR

-$74.2K

10,635 -15%

增持

KEMX KRANESHARES TRUST

+$67.3K

53,200 +18%

增持

ESGE ISHARES INC

-$67.2K

30,786 +2%

增持

GOOG ALPHABET INC

+$66.8K

1,738 +10%

增持

TIPX SPDR SER TR

+$65.4K

94,971 +6%

增持

XLY SELECT SECTOR SPDR TR

+$64.7K

1,630 +9%

减持

DSI ISHARES TR

-$63.2K

25,319 -4%

增持

SCHA SCHWAB STRATEGIC TR

-$59.7K

13,471 +70%

增持

QUAL ISHARES TR

-$54.5K

300,912 +1%

增持

MSFT MICROSOFT CORP

+$53.7K

6,767 +4%

增持

PG PROCTER AND GAMBLE CO

+$47.9K

1,926 +21%

减持

HD HOME DEPOT INC

-$46.4K

1,714 -3%

增持

EMHC SPDR SER TR

+$45.2K

60,004 +9%

减持

RTX RTX CORPORATION

-$43.6K

3,739 -5%

减持

— EXXON MOBIL CORP

-$38.4K

3,432 -1%

增持

IFRA ISHARES TR

-$37.9K

65,671 +0%

减持

SYLD CAMBRIA ETF TR

-$36.7K

5,869 -3%

增持

LCTD BLACKROCK ETF TRUST

-$34.3K

17,179 +7%

增持

IJH ISHARES TR

+$30.5K

12,454 +4%

增持

SCHG SCHWAB STRATEGIC TR

+$28.8K

15,792 +300%

减持

IVW ISHARES TR

+$27.6K

267,686 -6%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$22.1K

3,688 +0%

增持

VGIT VANGUARD SCOTTSDALE FDS

+$18.4K

5,089 +11%

增持

JPEM J P MORGAN EXCHANGE TRADED F

+$17.6K

17,525 +11%

减持

JQUA J P MORGAN EXCHANGE TRADED F

-$16.4K

5,202 -6%

增持

SCHX SCHWAB STRATEGIC TR

-$12.4K

170,535 +192%

减持

LCTU BLACKROCK ETF TRUST

+$10.4K

63,844 -2%

增持

DFUS DIMENSIONAL ETF TRUST

+$10.3K

5,794 +0%

增持

XLV SELECT SECTOR SPDR TR

-$9.1K

2,484 +9%

增持

HYG ISHARES TR

-$7.4K

19,528 +2%

增持

SPDW SPDR INDEX SHS FDS

+$5.8K

26,405 +11%

减持

ITOT ISHARES TR

+$5.1K

2,483 -1%

增持

XLE SELECT SECTOR SPDR TR

-$3.8K

2,662 +1%

增持

JPMB J P MORGAN EXCHANGE TRADED F

+$3.4K

17,255 +7%

增持

SCHD SCHWAB STRATEGIC TR

-$3.3K

25,240 +208%

减持

SYK STRYKER CORPORATION

-$2.5K

605 -1%

增持

SCHM SCHWAB STRATEGIC TR

+$678

50,811 +200%