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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 134 项建仓 8增持 50减持 69清仓 7

方向

标的

Δ市值

现股数(环比)

增持

IVE ISHARES TR

+$14.0M

204,994 +43%

减持

QUAL ISHARES TR

-$12.3M

195,868 -26%

增持

IEMG ISHARES INC

+$5.9M

440,559 +23%

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

MTUM ISHARES TR

+$5.6M

62,466 +60%

增持

IVV ISHARES TR

+$4.4M

90,055 +5%

增持

TLT ISHARES TR

+$4.3M

234,820 +30%

减持

IUSB ISHARES TR

-$4.1M

1,013,565 -8%

增持

IVW ISHARES TR

+$3.9M

352,604 +8%

减持

SPY SPDR S&P 500 ETF TR

-$3.4M

24,091 -19%

清仓

SPLB SPDR SERIES TRUST

-$2.9M

0 -100%

清仓

STIP ISHARES TR

-$2.9M

0 -100%

增持

OEF ISHARES TR

+$2.8M

94,863 +6%

建仓

SYSB ISHARES TR

+$2.8M

31,074

减持

TCAF T ROWE PRICE ETF INC

-$2.7M

73,263 -50%

增持

SPYV SPDR SERIES TRUST

+$2.5M

122,182 +53%

增持

IXUS ISHARES TR

+$2.4M

31,859 +729%

减持

EFV ISHARES TR

-$2.3M

417,539 -12%

减持

HYBL SSGA ACTIVE TR

-$2.3M

130,338 -38%

减持

VT VANGUARD INTL EQUITY INDEX F

-$2.3M

8,577 -66%

减持

TOTL SSGA ACTIVE ETF TR

-$2.2M

229,396 -19%

减持

XLSR SSGA ACTIVE TR

-$2.0M

97,171 -28%

增持

SPDW SPDR INDEX SHS FDS

+$1.9M

60,748 +215%

减持

QUS SPDR SERIES TRUST

-$1.8M

38,516 -23%

增持

THRO BLACKROCK ETF TRUST

+$1.8M

497,632 +9%

增持

AVEM AMERICAN CENTY ETF TR

+$1.8M

49,767 +80%

减持

BBAG J P MORGAN EXCHANGE TRADED F

-$1.5M

38,519 -46%

减持

TLH ISHARES TR

-$1.5M

146,581 -8%

减持

IAU ISHARES GOLD TR

+$1.5M

177,045 -0%

增持

SPMO INVESCO EXCH TRADED FD TR II

+$1.3M

22,240 +102%

清仓

SPIB SPDR SERIES TRUST

-$1.2M

0 -100%

减持

IAGG ISHARES TR

-$1.1M

219,022 -7%

增持

ITA ISHARES TR

+$1.0M

28,049 +18%

增持

MBB ISHARES TR

+$957.5K

196,557 +5%

减持

CERY SPDR SERIES TRUST

-$953.4K

67,614 -33%

增持

SLV ISHARES SILVER TR

+$893.4K

24,266 +54%

减持

SPSM SPDR SERIES TRUST

-$862.1K

101,181 -16%

减持

MSFT MICROSOFT CORP

-$827.5K

5,053 -20%

减持

DYNF BLACKROCK ETF TRUST

-$775.7K

897,983 -4%

增持

BAI BLACKROCK ETF TRUST

+$767.3K

570,464 +7%

减持

SPMD SPDR SERIES TRUST

-$726.3K

46,948 -22%

建仓

SPTL SPDR SERIES TRUST

+$720.0K

27,201

增持

EMB ISHARES TR

+$695.4K

70,833 +10%

增持

BINC BLACKROCK ETF TRUST II

+$693.0K

339,394 +5%

减持

GLD SPDR GOLD TR

-$684.7K

5,925 -31%

减持

SPAB SPDR SERIES TRUST

-$678.4K

29,602 -47%

增持

MUB ISHARES TR

+$631.0K

28,588 +25%

减持

ESGU ISHARES TR

-$627.4K

107,586 -6%

减持

SPEM SPDR INDEX SHS FDS

-$620.3K

75,640 -15%

增持

EVUS ISHARES TR

+$617.5K

42,947 +78%

减持

ACWI ISHARES TR

-$529.5K

17,098 -20%

增持

GOVT ISHARES TR

+$519.9K

143,014 +19%

减持

EFG ISHARES TR

-$504.7K

37,723 -11%

建仓

IGEB ISHARES TR

+$500.8K

10,968

减持

VWO VANGUARD INTL EQUITY INDEX F

-$490.7K

12,751 -41%

增持

SIVR ABRDN SILVER ETF TRUST

+$448.1K

12,460 +40%

减持

EMHC SPDR SERIES TRUST

-$412.1K

72,250 -19%

减持

IDU ISHARES TR

-$388.7K

8,330 -28%

减持

SPYG SPDR SERIES TRUST

-$379.9K

7,005 -35%

增持

SPYM SPDR SERIES TRUST

+$339.7K

10,101 +68%

减持

SPMB SPDR SERIES TRUST

-$337.5K

30,872 -33%

增持

ESGE ISHARES INC

+$335.6K

40,650 +21%

减持

IQDG WISDOMTREE TR

-$312.4K

14,164 -37%

减持

EDV VANGUARD WORLD FD

-$302.5K

7,031 -37%

增持

XLG INVESCO EXCHANGE TRADED FD T

+$292.0K

11,431 +71%

增持

SHLD GLOBAL X FDS

-$282.4K

93,360 +4%

增持

SCHZ SCHWAB STRATEGIC TR

+$282.0K

32,839 +59%

建仓

BOTZ GLOBAL X FDS

+$273.4K

7,546

建仓

GLDM WORLD GOLD TR

+$268.1K

3,140

清仓

JPMB J P MORGAN EXCHANGE TRADED F

-$257.6K

0 -100%

增持

XLK SELECT SECTOR SPDR TR

-$255.5K

15,262 +75%

减持

SCHB SCHWAB STRATEGIC TR

-$254.7K

298,274 -5%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$250.8K

32,110 +55%

增持

VTI VANGUARD INDEX FDS

+$240.4K

6,682 +10%

减持

CGMS CAPITAL GRP FIXED INCM ETF T

-$238.5K

13,915 -38%

增持

XTEN BONDBLOXX ETF TRUST

+$237.4K

13,362 +64%

建仓

IWR ISHARES TR

+$235.6K

2,447

清仓

SYK STRYKER CORPORATION

-$223.7K

0 -100%

建仓

HIMU BLACKROCK ETF TRUST II

+$207.7K

4,267

减持

LCTD BLACKROCK ETF TRUST

-$201.3K

12,055 -25%

清仓

XEL XCEL ENERGY INC

-$201.3K

0 -100%

建仓

SCHY SCHWAB STRATEGIC TR

+$200.5K

6,725

清仓

CDW CDW CORP

-$200.5K

0 -100%

减持

EBND SPDR SERIES TRUST

-$191.1K

44,075 -17%

减持

IJR ISHARES TR

-$184.1K

8,056 -17%

减持

BNDX VANGUARD CHARLOTTE FDS

-$183.6K

5,370 -40%

减持

AGG ISHARES TR

-$180.4K

8,494 -17%

减持

VOO VANGUARD INDEX FDS

-$175.6K

7,150 -6%

增持

ICVT ISHARES TR

+$158.7K

8,354 +26%

减持

TIPX SPDR SERIES TRUST

-$147.7K

66,349 -9%

增持

LCTU BLACKROCK ETF TRUST

+$138.8K

63,158 +1%

减持

EAGG ISHARES TR

-$121.8K

70,239 -3%

减持

SCHX SCHWAB STRATEGIC TR

-$120.1K

142,482 -5%

减持

JPEM J P MORGAN EXCHANGE TRADED F

-$105.8K

9,984 -17%

增持

HD HOME DEPOT INC

-$104.3K

1,748 +0%

减持

IWF ISHARES TR

-$103.8K

7,378 -4%

增持

DSI ISHARES TR

+$98.4K

24,816 +1%

增持

AAPL APPLE INC

+$95.5K

5,530 +0%

减持

SCHD SCHWAB STRATEGIC TR

-$91.9K

19,746 -15%

减持

JIRE J P MORGAN EXCHANGE TRADED F

-$89.0K

29,133 -6%

减持

ESGD ISHARES TR

-$88.8K

7,996 -12%

减持

MGK VANGUARD WORLD FD

+$87.5K

10,667 -1%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$86.0K

6,485 -7%

增持

— EXXON MOBIL CORP

+$73.0K

3,821 +11%

减持

PAVE GLOBAL X FDS

-$70.2K

18,387 -8%

增持

RTX RTX CORPORATION

+$67.7K

3,572 +2%

增持

FGDL FRANKLIN TEMPLETON HOLDINGS

+$67.4K

11,240 +0%

减持

EUSB ISHARES TR

-$64.9K

17,190 -8%

增持

USXF ISHARES TR

+$58.8K

38,924 +2%

减持

IEFA ISHARES TR

-$55.9K

5,184 -13%

增持

IYW ISHARES TR

+$52.8K

8,670 +1%

减持

ADI ANALOG DEVICES INC

+$49.6K

4,922 -6%

增持

IWB ISHARES TR

+$44.8K

5,149 +0%

减持

ITOT ISHARES TR

-$38.3K

4,654 -7%

增持

IWD ISHARES TR

+$36.8K

5,183 +0%

增持

SUSC ISHARES TR

+$34.2K

177,662 +2%

减持

COST COSTCO WHSL CORP NEW

-$33.9K

468 -1%

增持

CSCO CISCO SYS INC

+$32.4K

3,747 +0%

减持

QDIV GLOBAL X FDS

-$31.9K

7,355 -10%

减持

IJH ISHARES TR

-$28.6K

13,973 -4%

减持

QQQM INVESCO EXCH TRADED FD TR II

-$26.0K

5,771 -4%

增持

MMTM SPDR SERIES TRUST

+$12.8K

975 +2%

增持

DFUS DIMENSIONAL ETF TRUST

+$11.0K

5,850 +0%

减持

EMXC ISHARES INC

-$8.2K

3,095 -10%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$7.4K

3,762 -0%

减持

SCHM SCHWAB STRATEGIC TR

-$6.4K

43,776 -2%

减持

CVX CHEVRON CORP NEW

-$5.5K

1,329 -1%

减持

VEA VANGUARD TAX-MANAGED FDS

-$4.4K

3,652 -6%

减持

IWM ISHARES TR

-$4.2K

1,735 -3%

减持

GCOW PACER FDS TR

+$4.1K

18,604 -3%

减持

HEFA ISHARES TR

-$2.5K

5,420 -5%

减持

IXN ISHARES TR

+$2.2K

22,215 -2%

增持

MEAR ISHARES U S ETF TR

+$1.9K

13,476 +1%

增持

XLY SELECT SECTOR SPDR TR

-$1.3K

3,260 +100%

减持

JQUA J P MORGAN EXCHANGE TRADED F

-$617

5,170 -1%