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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 132 项建仓 13增持 40减持 70清仓 9

方向

标的

Δ市值

现股数(环比)

减持

IVV ISHARES TR

-$17.2M

131,862 -15%

建仓

TLH ISHARES TR

+$10.2M

98,529

建仓

OEF ISHARES TR

+$9.5M

34,951

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

IVE ISHARES TR

+$9.0M

124,077 +62%

减持

EFG ISHARES TR

-$7.3M

146,081 -35%

减持

AGG ISHARES TR

-$6.6M

39,887 -63%

减持

ESGU ISHARES TR

-$6.5M

124,600 -26%

增持

HYBL SSGA ACTIVE TR

+$5.4M

286,543 +207%

减持

SPAB SPDR SER TR

-$5.2M

25,077 -89%

增持

IAU ISHARES GOLD TR

+$5.1M

138,373 +123%

减持

SPY SPDR S&P 500 ETF TR

-$4.0M

30,084 -15%

增持

DYNF BLACKROCK ETF TRUST

+$3.7M

851,042 +15%

建仓

CERY SPDR SER TR

+$3.7M

131,900

增持

IEMG ISHARES INC

+$3.6M

157,559 +69%

减持

EFV ISHARES TR

-$3.5M

335,417 -24%

增持

SPDW SPDR INDEX SHS FDS

+$3.3M

114,787 +335%

建仓

EFA ISHARES TR

+$3.1M

38,437

减持

IUSB ISHARES TR

-$3.1M

1,460,410 -6%

增持

IVW ISHARES TR

+$3.1M

326,401 +22%

增持

HEFA ISHARES TR

+$3.0M

92,326 +768%

清仓

LQD ISHARES TR

-$2.8M

0 -100%

减持

IFRA ISHARES TR

-$2.6M

9,999 -85%

减持

VOO VANGUARD INDEX FDS

-$2.5M

22,151 -14%

减持

MGK VANGUARD WORLD FD

-$2.5M

11,213 -35%

减持

TLT ISHARES TR

-$2.2M

56,542 -33%

建仓

THRO BLACKROCK ETF TRUST

+$2.1M

67,820

增持

BINC BLACKROCK ETF TRUST II

+$2.0M

273,706 +15%

减持

MBB ISHARES TR

-$1.8M

172,137 -12%

增持

QUAL ISHARES TR

-$1.7M

303,689 +1%

建仓

EDV VANGUARD WORLD FD

+$1.6M

22,747

增持

EMB ISHARES TR

+$1.6M

49,331 +53%

清仓

SPTL SPDR SER TR

-$1.6M

0 -100%

清仓

HYG ISHARES TR

-$1.5M

0 -100%

增持

BIL SPDR SER TR

+$1.5M

34,008 +95%

建仓

SPIB SPDR SER TR

+$1.4M

40,771

增持

GLD SPDR GOLD TR

+$1.3M

14,449 +23%

减持

TOTL SSGA ACTIVE ETF TR

-$1.3M

240,692 -14%

减持

VGLT VANGUARD SCOTTSDALE FDS

-$1.2M

3,876 -85%

减持

GOVT ISHARES TR

-$1.1M

115,846 -30%

减持

PAVE GLOBAL X FDS

-$1.1M

32,099 -44%

减持

IQDG WISDOMTREE TR

-$1.1M

56,022 -38%

减持

EMXC ISHARES INC

-$1.1M

149,919 -11%

增持

MTUM ISHARES TR

+$1.0M

37,303 +19%

增持

EMHC SPDR SER TR

+$1.0M

101,900 +70%

增持

EAGG ISHARES TR

+$891.7K

65,834 +37%

减持

IWF ISHARES TR

-$806.9K

7,896 -13%

清仓

CALF PACER FDS TR

-$790.6K

0 -100%

减持

DMXF ISHARES TR

-$773.1K

17,929 -41%

减持

EBND SPDR SER TR

-$770.7K

63,825 -39%

减持

SPYG SPDR SER TR

-$766.4K

57,968 -6%

减持

SHLD GLOBAL X FDS

+$734.6K

88,632 -2%

减持

SPMB SPDR SER TR

-$724.6K

148,273 -20%

清仓

SUSB ISHARES TR

-$720.8K

0 -100%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$647.3K

58,821 -22%

减持

MEAR ISHARES U S ETF TR

-$563.2K

14,050 -45%

增持

SPYV SPDR SER TR

+$543.6K

77,612 +16%

建仓

FENI FIDELITY COVINGTON TRUST

+$532.2K

17,883

减持

SCHB SCHWAB STRATEGIC TR

-$532.1K

365,157 -1%

减持

XLK SELECT SECTOR SPDR TR

-$527.4K

13,576 -5%

增持

IYW ISHARES TR

-$514.0K

66,814 +8%

增持

JPEM J P MORGAN EXCHANGE TRADED F

+$512.7K

26,970 +54%

减持

QQQM INVESCO EXCH TRADED FD TR II

-$500.7K

12,770 -9%

建仓

IEFA ISHARES TR

+$449.7K

5,945

减持

QQQ INVESCO QQQ TR

-$432.8K

1,493 -33%

增持

QUS SPDR SER TR

+$421.8K

46,708 +5%

减持

SCHX SCHWAB STRATEGIC TR

-$413.1K

160,321 -6%

减持

MSFT MICROSOFT CORP

-$411.0K

6,504 -4%

减持

LCTU BLACKROCK ETF TRUST

-$392.7K

60,993 -4%

建仓

DBEF DBX ETF TR

+$384.6K

8,882

增持

SPSM SPDR SER TR

+$350.1K

128,875 +18%

减持

MUB ISHARES TR

-$341.8K

19,818 -13%

减持

AXP AMERICAN EXPRESS CO

-$320.7K

1,440 -40%

增持

HYDB ISHARES TR

+$296.3K

22,396 +39%

减持

AAPL APPLE INC

-$294.6K

4,837 -12%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$288.2K

3,680 -0%

增持

XLSR SSGA ACTIVE TR

-$285.6K

161,014 +2%

减持

IXN ISHARES TR

-$262.3K

27,186 -1%

清仓

AMZN AMAZON COM INC

-$239.8K

0 -100%

减持

IWM ISHARES TR

-$233.3K

4,494 -12%

减持

DSI ISHARES TR

-$230.9K

25,003 -1%

建仓

ABT ABBOTT LABS

+$223.5K

1,685

清仓

AVGO BROADCOM INC

-$222.6K

0 -100%

清仓

XEL XCEL ENERGY INC

-$217.3K

0 -100%

建仓

CME CME GROUP INC

+$217.3K

819

清仓

ICF ISHARES TR

-$211.5K

0 -100%

减持

KEMX KRANESHARES TRUST

-$209.9K

45,357 -15%

增持

JPMB J P MORGAN EXCHANGE TRADED F

+$202.5K

22,280 +29%

建仓

VEA VANGUARD TAX-MANAGED FDS

+$201.8K

3,970

减持

CGMS CAPITAL GRP FIXED INCM ETF T

-$177.1K

81,090 -7%

增持

USXF ISHARES TR

-$166.1K

68,236 +1%

增持

SPMD SPDR SER TR

-$165.1K

62,658 +2%

增持

EUSB ISHARES TR

+$138.6K

27,450 +11%

减持

SCHA SCHWAB STRATEGIC TR

-$129.1K

9,357 -31%

减持

ACWI ISHARES TR

-$125.9K

32,132 -2%

减持

IJH ISHARES TR

-$119.7K

11,248 -10%

减持

CWI SPDR INDEX SHS FDS

-$118.9K

16,806 -24%

减持

TIPX SPDR SER TR

-$113.3K

85,601 -10%

减持

EUSA ISHARES INC

-$109.0K

10,986 -8%

减持

GOOG ALPHABET INC

-$107.4K

1,431 -18%

减持

CVX CHEVRON CORP NEW

-$102.7K

1,536 -38%

减持

GOOGL ALPHABET INC

-$98.4K

2,026 -7%

增持

IDU ISHARES TR

+$95.8K

15,484 +1%

减持

JNJ JOHNSON & JOHNSON

-$92.9K

1,512 -36%

减持

SCHM SCHWAB STRATEGIC TR

-$81.5K

50,628 -0%

减持

SPEM SPDR INDEX SHS FDS

+$78.7K

181,479 -1%

增持

IWB ISHARES TR

-$75.9K

5,120 +0%

增持

JAAA JANUS DETROIT STR TR

+$69.4K

12,177 +13%

减持

DGRO ISHARES TR

-$69.3K

7,454 -14%

减持

VT VANGUARD INTL EQUITY INDEX F

-$66.8K

27,707 -1%

增持

RTX RTX CORPORATION

+$63.0K

3,742 +0%

减持

EEM ISHARES TR

-$62.2K

11,583 -15%

减持

HD HOME DEPOT INC

-$59.8K

1,656 -3%

减持

PG PROCTER AND GAMBLE CO

-$58.6K

1,551 -19%

减持

APH AMPHENOL CORP NEW

-$46.3K

5,550 -6%

增持

VTI VANGUARD INDEX FDS

-$44.0K

6,094 +3%

增持

ICVT ISHARES TR

+$40.6K

6,201 +10%

减持

GCOW PACER FDS TR

-$37.8K

25,352 -12%

增持

XLE SELECT SECTOR SPDR TR

+$37.6K

2,842 +7%

减持

JPM JPMORGAN CHASE & CO.

-$31.6K

1,875 -9%

增持

SYLD CAMBRIA ETF TR

-$25.2K

5,904 +1%

减持

ESGE ISHARES INC

-$24.0K

28,726 -7%

减持

BBAG J P MORGAN EXCHANGE TRADED F

+$22.3K

258,539 -2%

增持

DFUS DIMENSIONAL ETF TRUST

-$18.2K

5,807 +0%

增持

IWD ISHARES TR

+$18.1K

5,491 +0%

增持

COST COSTCO WHSL CORP NEW

+$14.2K

472 +0%

增持

RSP INVESCO EXCHANGE TRADED FD T

-$14.1K

9,469 +0%

减持

SCHD SCHWAB STRATEGIC TR

-$11.5K

24,253 -4%

减持

SUSC ISHARES TR

+$11.0K

128,956 -1%

减持

CSCO CISCO SYS INC

-$7.1K

3,405 -7%

减持

LCTD BLACKROCK ETF TRUST

+$6.8K

16,332 -5%

增持

MMTM SPDR SER TR

-$5.9K

3,809 +7%

减持

VGIT VANGUARD SCOTTSDALE FDS

-$1.6K

4,942 -3%