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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 115 项
建仓 10
增持 55
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$6.9M
113,886
+152%
减持
XLV
SELECT SECTOR SPDR TR
+$6.5M
477,221
-1%
增持
VCRB
VANGUARD MALVERN FDS
+$4.8M
87,245
+248%
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
CGSD
CAPITAL GRP FIXED INCM ETF T
+$2.2M
83,978
减持
VNQ
VANGUARD INDEX FDS
-$1.5M
315,791
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$1.4M
627,263
-2%
增持
DGRO
ISHARES TR
+$1.3M
682,468
+1%
增持
GLD
SPDR GOLD TR
+$1.2M
29,702
+0%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.2M
876,883
+0%
建仓
XLY
SELECT SECTOR SPDR TR
+$751.9K
6,297
增持
XBI
SPDR SERIES TRUST
+$751.8K
30,114
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$744.0K
230,157
+0%
减持
IWV
ISHARES TR
-$702.8K
34,507
-7%
清仓
BITB
BITWISE BITCOIN ETF TR
-$652.4K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$651.2K
14,931
+121%
增持
BBH
VANECK ETF TRUST
+$594.9K
16,494
+8%
增持
XLRE
SELECT SECTOR SPDR TR
+$573.2K
26,746
+123%
增持
IEFA
ISHARES TR
+$571.0K
224,373
+0%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$550.8K
507,186
+0%
清仓
—
EXCHANGE TRADED CONCEPTS TRU
-$533.9K
0
-100%
建仓
USFR
WISDOMTREE TR
+$479.1K
9,520
增持
VOX
VANGUARD WORLD FD
+$457.1K
72,881
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$453.1K
214,319
-2%
减持
SLV
ISHARES SILVER TR
+$446.1K
21,380
-3%
建仓
XLF
SELECT SECTOR SPDR TR
+$406.7K
7,425
减持
QQQ
INVESCO QQQ TR
+$390.0K
47,852
-1%
减持
IWB
ISHARES TR
-$387.2K
134,715
-3%
增持
AAPL
APPLE INC
+$368.2K
18,237
+1%
增持
PAVE
GLOBAL X FDS
+$298.0K
12,301
+102%
增持
XLK
SELECT SECTOR SPDR TR
-$297.0K
921,467
+95%
减持
GOOG
ALPHABET INC
+$291.6K
4,425
-2%
增持
IYH
ISHARES TR
+$276.8K
42,448
+0%
建仓
GTOP
GOLDMAN SACHS ETF TR
+$272.2K
6,889
减持
GOOGL
ALPHABET INC
+$265.0K
4,201
-3%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$255.4K
3,899
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$245.5K
50,729
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$233.6K
69,997
+1%
减持
IJR
ISHARES TR
-$230.5K
149,197
-2%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$229.1K
0
-100%
建仓
SRVR
PACER FDS TR
+$225.2K
7,864
减持
GMED
GLOBUS MED INC
+$224.8K
7,838
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$224.7K
239,188
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$224.3K
241,176
-2%
清仓
—
EATON CORP PLC
-$217.1K
0
-100%
建仓
BITQ
BITWISE FUNDS TRUST
+$212.6K
10,666
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$212.2K
0
-100%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$208.1K
69,285
-2%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$200.2K
2,390
建仓
VTEB
VANGUARD MUN BD FDS
+$200.0K
3,977
减持
LRCX
LAM RESEARCH CORP
+$189.4K
5,120
-0%
减持
SHY
ISHARES TR
-$188.6K
2,868
-44%
减持
IYW
ISHARES TR
-$177.5K
13,496
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$177.4K
35,056
+14%
减持
META
META PLATFORMS INC
-$173.6K
1,442
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$155.3K
28,335
+24%
减持
VO
VANGUARD INDEX FDS
-$136.4K
14,015
-2%
增持
ORCL
ORACLE CORP
-$134.5K
1,584
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$127.6K
11,651
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$118.1K
19,221
+1%
增持
XLB
SELECT SECTOR SPDR TR
-$110.4K
22,406
+78%
增持
XLC
SELECT SECTOR SPDR TR
+$100.5K
92,409
+1%
增持
SOXX
ISHARES TR
+$99.5K
2,555
+3%
增持
AMZN
AMAZON COM INC
+$98.9K
6,491
+2%
增持
SPYM
SPDR SERIES TRUST
+$95.8K
4,976
+28%
增持
—
EXXON MOBIL CORP
+$92.1K
11,916
+0%
增持
VGT
VANGUARD WORLD FD
+$91.5K
1,828
+6%
增持
VHT
VANGUARD WORLD FD
+$90.4K
2,870
+1%
减持
HD
HOME DEPOT INC
-$84.6K
1,288
-1%
减持
VDC
VANGUARD WORLD FD
-$76.1K
12,077
-2%
增持
NVDA
NVIDIA CORPORATION
+$73.9K
5,415
+8%
增持
NFLX
NETFLIX INC
-$69.6K
2,314
+868%
减持
IJH
ISHARES TR
-$68.7K
11,649
-9%
减持
IYK
ISHARES TR
-$67.5K
44,527
-0%
减持
GNR
SPDR INDEX SHS FDS
+$65.9K
44,396
-2%
增持
PPH
VANECK ETF TRUST
+$65.8K
5,075
+0%
增持
AIQ
GLOBAL X FDS
+$58.5K
6,188
+19%
增持
CMPS
COMPASS PATHWAYS PLC
+$58.3K
25,363
+25%
增持
CMCSA
COMCAST CORP NEW
-$57.7K
38,489
+0%
减持
DASH
DOORDASH INC
-$54.8K
1,145
-1%
减持
AMGN
AMGEN INC
+$44.6K
1,032
-1%
增持
IEMG
ISHARES INC
+$41.7K
15,799
+2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$40.0K
160,558
-1%
减持
EZU
ISHARES INC
+$32.2K
27,185
-2%
减持
IWR
ISHARES TR
-$31.6K
56,050
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$31.0K
1,521
-0%
减持
COST
COSTCO WHSL CORP NEW
-$29.1K
298
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$27.7K
595
-8%
增持
MOO
VANECK ETF TRUST
+$25.3K
39,233
+2%
增持
JNJ
JOHNSON & JOHNSON
+$25.1K
1,143
+0%
减持
COP
CONOCOPHILLIPS
-$22.0K
3,820
-5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$20.4K
7,844
+5%
减持
SDY
SPDR SERIES TRUST
-$19.0K
9,170
-1%
增持
IEV
ISHARES TR
+$18.7K
5,876
+0%
增持
CVX
CHEVRON CORP NEW
-$18.4K
7,245
+0%
增持
ET
ENERGY TRANSFER L P
-$17.7K
27,204
+0%
增持
EFA
ISHARES TR
+$17.3K
6,045
+0%
增持
VB
VANGUARD INDEX FDS
+$15.6K
3,849
+0%
增持
AGG
ISHARES TR
+$14.0K
43,964
+1%
增持
EEMV
ISHARES INC
+$12.7K
30,845
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.0K
938
-0%
增持
LOW
LOWES COS INC
-$10.6K
1,158
+0%
减持
VUG
VANGUARD INDEX FDS
+$10.3K
2,470
-1%
减持
KMI
KINDER MORGAN INC DEL
-$9.8K
10,607
-0%
增持
IWM
ISHARES TR
+$8.6K
1,764
+0%
增持
MSFT
MICROSOFT CORP
-$8.2K
2,833
+6%
减持
ABBV
ABBVIE INC
-$7.7K
1,245
-1%
减持
—
AON PLC
-$6.8K
1,439
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.7K
28,413
+1%
减持
ED
CONSOLIDATED EDISON INC
-$5.7K
2,293
-1%
增持
DE
DEERE & CO
+$5.4K
552
+0%
减持
EEM
ISHARES TR
+$4.4K
10,866
-2%
增持
KKR
KKR & CO INC
-$4.3K
1,903
+0%
减持
MCD
MCDONALDS CORP
-$4.3K
807
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$651
1,025
-2%
增持
VSDM
VANGUARD MUN BD FDS
+$645
21,352
+0%
