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Conservest Capital Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Conservest Capital Advisors, Inc.
报告期 2026-03-31 · CIK 0001705716
持仓数
127
前50大市值合计
$1.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 108 项
建仓 13
增持 45
减持 49
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
XLK
SELECT SECTOR SPDR TR
+$19.8M
472,929
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$12.6M
245,382
-1%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$10.4M
162,737
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
IJR
ISHARES TR
-$9.0M
153,343
-38%
减持
XLV
SELECT SECTOR SPDR TR
-$7.5M
490,691
-3%
减持
CALF
PACER FDS TR
-$6.1M
13,430
-92%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
+$5.7M
868,178
-1%
增持
VNQ
VANGUARD INDEX FDS
+$5.2M
325,849
+24%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$4.7M
218,195
-2%
减持
IWB
ISHARES TR
+$3.6M
138,423
-2%
减持
QQQ
INVESCO QQQ TR
+$3.3M
47,829
-3%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$2.7M
504,305
-3%
增持
IEFA
ISHARES TR
+$2.3M
224,378
+4%
增持
VOX
VANGUARD WORLD FD
+$1.9M
71,848
+2%
减持
AGG
ISHARES TR
-$1.7M
45,388
-28%
增持
XLC
SELECT SECTOR SPDR TR
+$1.6M
89,035
+6%
建仓
VCRB
VANGUARD MALVERN FDS
+$1.3M
16,869
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.3M
236,931
+10%
增持
IWV
ISHARES TR
+$1.2M
37,016
+0%
减持
VSDM
VANGUARD MUN BD FDS
-$1.2M
21,274
-43%
减持
XLP
SELECT SECTOR SPDR TR
-$1.1M
637,650
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$747.5K
19,155
+344%
建仓
XSD
SPDR SERIES TRUST
+$623.3K
2,430
减持
VYM
VANGUARD WHITEHALL FDS
+$574.9K
228,187
-1%
建仓
SCHD
SCHWAB STRATEGIC TR
+$574.0K
21,660
清仓
VTEB
VANGUARD MUN BD FDS
-$511.1K
0
-100%
建仓
VAW
VANGUARD WORLD FD
+$499.4K
2,563
建仓
SRVR
PACER FDS TR
+$451.3K
13,964
增持
VEA
VANGUARD TAX-MANAGED FDS
+$445.2K
68,817
+1%
增持
VGT
VANGUARD WORLD FD
+$414.0K
1,738
+28%
增持
MSFT
MICROSOFT CORP
+$411.7K
2,642
+10%
减持
IYW
ISHARES TR
+$410.0K
14,843
-4%
建仓
IHF
ISHARES TR
+$409.8K
8,423
增持
GNR
SPDR INDEX SHS FDS
+$358.1K
45,736
+15%
减持
IWR
ISHARES TR
+$355.1K
56,013
-1%
减持
SHY
ISHARES TR
-$355.0K
8,235
-34%
减持
GLD
SPDR GOLD TR
+$338.0K
29,487
-2%
减持
BBH
VANECK ETF TRUST
-$333.6K
15,713
-10%
建仓
IYM
ISHARES TR
+$323.4K
2,310
增持
NVDA
NVIDIA CORPORATION
+$303.4K
5,016
+11%
增持
BITB
BITWISE BITCOIN ETF TR
+$300.8K
10,485
+50%
减持
VO
VANGUARD INDEX FDS
+$289.4K
14,277
-0%
建仓
DASH
DOORDASH INC
+$284.7K
1,155
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$277.2K
941
减持
PHO
INVESCO EXCHANGE TRADED FD T
+$273.1K
70,476
-2%
增持
META
META PLATFORMS INC
+$270.0K
1,532
+3%
建仓
PAVE
GLOBAL X FDS
+$265.1K
6,084
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$264.6K
54,188
-4%
减持
IJH
ISHARES TR
-$253.8K
13,527
-28%
减持
SOXX
ISHARES TR
-$250.0K
2,303
-46%
增持
AAPL
APPLE INC
-$211.0K
18,058
+2%
建仓
—
EATON CORP PLC
+$207.1K
580
减持
CVX
CHEVRON CORP NEW
-$206.7K
7,092
-3%
建仓
JNK
SPDR SERIES TRUST
+$203.0K
2,087
增持
EZU
ISHARES INC
+$197.7K
27,614
+2%
增持
XLRE
SELECT SECTOR SPDR TR
+$194.9K
10,752
+80%
减持
COP
CONOCOPHILLIPS
-$191.8K
4,000
-24%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$184.4K
6,620
+53%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$184.1K
19,015
-1%
减持
XBI
SPDR SERIES TRUST
-$183.5K
28,664
-9%
增持
VDC
VANGUARD WORLD FD
+$177.4K
12,238
+7%
减持
VUG
VANGUARD INDEX FDS
+$152.4K
2,491
-2%
减持
VHT
VANGUARD WORLD FD
-$137.9K
2,994
-10%
增持
ORCL
ORACLE CORP
+$128.7K
1,565
+2%
增持
GOOG
ALPHABET INC
+$120.1K
5,084
+2%
减持
MOO
VANECK ETF TRUST
+$119.7K
38,960
-4%
减持
EEMV
ISHARES INC
+$115.0K
31,617
-1%
增持
NFLX
NETFLIX INC
+$111.2K
239
+7%
减持
AMZN
AMAZON COM INC
+$110.3K
6,335
-6%
减持
—
EXXON MOBIL CORP
-$108.1K
7,256
-3%
增持
GMED
GLOBUS MED INC
-$102.8K
8,024
+2%
增持
IYH
ISHARES TR
-$100.3K
41,748
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$97.6K
27,247
-1%
减持
GOOGL
ALPHABET INC
+$91.2K
4,312
-0%
增持
IVV
ISHARES TR
+$76.7K
1,281
+0%
减持
CMCSA
COMCAST CORP NEW
-$75.9K
38,478
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$74.1K
1,045
+12%
增持
—
AON PLC
-$61.7K
1,504
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$59.8K
617
-9%
减持
MCD
MCDONALDS CORP
-$58.5K
825
-14%
增持
SPYM
SPDR SERIES TRUST
+$58.1K
3,780
+15%
增持
WMT
WALMART INC
+$56.5K
4,341
+4%
增持
XLB
SELECT SECTOR SPDR TR
+$48.3K
12,548
+2%
增持
EFA
ISHARES TR
+$47.2K
6,032
+0%
减持
VB
VANGUARD INDEX FDS
+$44.5K
3,898
-2%
减持
IEMG
ISHARES INC
+$41.0K
15,675
-6%
增持
IYK
ISHARES TR
-$34.5K
44,344
+0%
增持
KKR
KKR & CO INC
+$34.0K
1,899
+0%
减持
DGRO
ISHARES TR
+$32.8K
668,641
-3%
增持
IEV
ISHARES TR
+$30.1K
5,871
+0%
增持
AMGN
AMGEN INC
-$28.4K
1,043
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$25.2K
12,547
-4%
减持
IWM
ISHARES TR
+$22.2K
1,756
-2%
增持
ED
CONSOLIDATED EDISON INC
-$22.1K
2,388
+1%
增持
ABBV
ABBVIE INC
-$18.0K
1,258
+5%
减持
SDY
SPDR SERIES TRUST
-$17.9K
9,437
-1%
减持
VOO
VANGUARD INDEX FDS
-$17.2K
632
-14%
减持
DE
DEERE & CO
+$15.5K
556
-2%
增持
PPH
VANECK ETF TRUST
-$15.4K
5,059
+0%
增持
HD
HOME DEPOT INC
+$14.0K
1,297
+3%
增持
SPYD
SPDR SERIES TRUST
-$13.5K
9,385
+1%
增持
CMPS
COMPASS PATHWAYS PLC
+$13.1K
20,363
+33%
减持
PNC
PNC FINL SVCS GROUP INC
+$11.7K
1,544
-2%
增持
KMI
KINDER MORGAN INC DEL
+$11.7K
10,675
+1%
减持
COST
COSTCO WHSL CORP NEW
+$7.0K
309
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$7.0K
730
+2%
增持
ET
ENERGY TRANSFER L P
-$6.9K
27,141
+1%
增持
LOW
LOWES COS INC
-$6.4K
1,173
+3%
