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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 124 项
建仓 6
增持 62
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
XLK
SELECT SECTOR SPDR TR
-$12.2M
906,122
-2%
减持
VNQ
VANGUARD INDEX FDS
-$10.4M
198,127
-37%
减持
XLP
SELECT SECTOR SPDR TR
-$9.8M
475,085
-24%
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
VCRB
VANGUARD MALVERN FDS
+$9.4M
209,080
+140%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$8.5M
239,799
-1%
增持
IJR
ISHARES TR
+$8.5M
212,417
+42%
增持
DGRO
ISHARES TR
+$8.3M
793,408
+16%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$6.7M
343,833
+309%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$6.4M
130,033
-46%
增持
SGOV
ISHARES TR
+$5.8M
171,311
+50%
减持
XLV
SELECT SECTOR SPDR TR
-$4.7M
471,537
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.2M
68,056
+356%
减持
IWB
ISHARES TR
-$3.9M
130,159
-3%
增持
SOXX
ISHARES TR
+$3.9M
14,162
+454%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$3.8M
916,819
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.7M
198,052
-14%
增持
IYM
ISHARES TR
+$3.1M
19,660
+751%
增持
USFR
WISDOMTREE TR
+$2.7M
63,034
+562%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.1M
186,662
+16%
减持
IWV
ISHARES TR
-$1.8M
31,204
-10%
减持
DIA
STATE STR SPDR DOW JONES IND
-$1.7M
48,876
-4%
减持
VDC
VANGUARD WORLD FD
-$1.6M
4,074
-66%
增持
PAVE
GLOBAL X FDS
+$1.5M
40,658
+231%
增持
AGG
ISHARES TR
+$1.5M
58,907
+34%
减持
VSDM
VANGUARD MUN BD FDS
-$1.4M
3,655
-83%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$1.3M
211,706
-1%
增持
QQQ
INVESCO QQQ TR
-$1.2M
48,837
+2%
增持
GLD
SPDR GOLD TR
+$1.2M
30,142
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$966.8K
54,069
+54%
增持
VOX
VANGUARD WORLD FD
-$940.3K
73,241
+0%
增持
XLB
SELECT SECTOR SPDR TR
+$847.0K
37,285
+66%
增持
BBH
VANECK ETF TRUST
+$690.5K
20,276
+23%
增持
GNR
SPDR INDEX SHS FDS
+$632.8K
45,421
+2%
减持
—
EXXON MOBIL CORP
+$574.5K
11,838
-1%
清仓
VAW
VANGUARD WORLD FD
-$532.0K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
-$511.8K
93,511
+1%
减持
XLRE
SELECT SECTOR SPDR TR
-$499.6K
14,195
-47%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$479.2K
9,132
-22%
减持
SCHD
SCHWAB STRATEGIC TR
-$463.2K
10,235
-64%
减持
SDY
SPDR SERIES TRUST
-$454.2K
5,632
-39%
减持
EZU
ISHARES INC
-$421.0K
21,098
-22%
清仓
XLF
SELECT SECTOR SPDR TR
-$406.7K
0
-100%
清仓
IEV
ISHARES TR
-$403.1K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$402.5K
7,283
+1%
减持
IWR
ISHARES TR
-$396.3K
51,421
-8%
减持
IYK
ISHARES TR
-$371.2K
37,249
-16%
建仓
XLI
SELECT SECTOR SPDR TR
+$366.6K
2,267
增持
DFAE
DIMENSIONAL ETF TRUST
+$358.9K
18,143
+131%
建仓
AVGO
BROADCOM INC
+$344.8K
1,114
减持
MOO
VANECK ETF TRUST
+$333.4K
37,741
-4%
减持
MSFT
MICROSOFT CORP
-$323.2K
2,828
-0%
增持
XBI
SPDR SERIES TRUST
+$320.2K
31,253
+4%
增持
AMZN
AMAZON COM INC
+$313.5K
8,699
+34%
减持
PHO
INVESCO EXCHANGE TRADED FD T
-$303.7K
68,420
-1%
建仓
SPMD
SPDR SERIES TRUST
+$276.4K
4,667
减持
XLY
SELECT SECTOR SPDR TR
-$268.6K
4,435
-30%
清仓
DASH
DOORDASH INC
-$259.3K
0
-100%
建仓
CAT
CATERPILLAR INC
+$256.5K
362
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$255.4K
0
-100%
减持
IYH
ISHARES TR
-$249.4K
40,785
-4%
减持
IYW
ISHARES TR
-$248.4K
13,485
-0%
增持
AAPL
APPLE INC
-$247.3K
18,561
+2%
清仓
KKR
KKR & CO INC
-$242.6K
0
-100%
清仓
SHY
ISHARES TR
-$237.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$235.7K
7,142
+32%
清仓
IJS
ISHARES TR
-$232.6K
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$226.0K
0
-100%
清仓
SRVR
PACER FDS TR
-$225.2K
0
-100%
建仓
IGV
ISHARES TR
+$220.8K
2,758
建仓
—
EATON CORP PLC
+$207.4K
580
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$171.0K
4,485
+88%
减持
PPH
VANECK ETF TRUST
-$170.4K
3,400
-33%
减持
LRCX
LAM RESEARCH CORP
+$164.3K
4,871
-5%
增持
COP
CONOCOPHILLIPS
+$153.4K
3,871
+1%
减持
VB
VANGUARD INDEX FDS
-$142.0K
3,248
-16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$118.9K
70,095
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$117.6K
19,096
-1%
增持
EEM
ISHARES TR
+$113.3K
12,463
+15%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$104.9K
498,177
-2%
减持
IEFA
ISHARES TR
+$95.0K
222,771
-1%
减持
VO
VANGUARD INDEX FDS
-$90.8K
13,847
-1%
增持
VGT
VANGUARD WORLD FD
-$88.5K
1,848
+1%
减持
CMCSA
COMCAST CORP NEW
-$83.8K
37,153
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$82.5K
5,662
+42%
减持
IVV
ISHARES TR
-$82.4K
1,217
-5%
增持
EOG
EOG RES INC
+$78.5K
1,938
+1%
增持
ET
ENERGY TRANSFER L P
+$77.0K
27,234
+0%
增持
GOOG
ALPHABET INC
-$76.5K
4,574
+3%
增持
XSD
SPDR SERIES TRUST
+$74.1K
2,785
+7%
增持
WMT
WALMART INC
+$73.8K
4,488
+3%
增持
ORCL
ORACLE CORP
-$72.2K
1,608
+2%
减持
SLV
ISHARES SILVER TR
+$71.4K
21,261
-1%
减持
EFA
ISHARES TR
-$62.1K
5,337
-12%
增持
META
META PLATFORMS INC
-$58.5K
1,562
+8%
增持
JNJ
JOHNSON & JOHNSON
+$53.1K
1,185
+4%
增持
GOOGL
ALPHABET INC
-$52.3K
4,391
+5%
减持
DE
DEERE & CO
+$51.5K
548
-1%
减持
KMI
KINDER MORGAN INC DEL
+$48.7K
10,150
-4%
增持
IEMG
ISHARES INC
+$43.4K
15,848
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$41.1K
1,316
+40%
增持
COST
COSTCO WHOLESALE CORPORATION
+$41.0K
299
+0%
增持
—
AON PLC
-$40.4K
1,448
+1%
增持
PANW
PALO ALTO NETWORKS INC
-$33.9K
1,536
+1%
增持
AMGN
AMGEN INC
+$31.7K
1,050
+2%
增持
AIQ
GLOBAL X FDS
+$31.1K
7,411
+20%
增持
GDX
VANECK ETF TRUST
+$29.3K
3,126
+4%
增持
VHT
VANGUARD WORLD FD
+$19.7K
3,106
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.6K
665
+12%
增持
IJH
ISHARES TR
+$18.6K
11,659
+0%
增持
NFLX
NETFLIX INC.
+$18.1K
2,445
+6%
减持
ED
CONSOLIDATED EDISON INC
+$18.1K
2,172
-5%
减持
GMED
GLOBUS MED INC
-$17.3K
7,742
-1%
减持
SPYD
SPDR SERIES TRUST
-$16.0K
8,565
-9%
增持
SPYM
SPDR SERIES TRUST
+$13.5K
5,392
+8%
增持
MCD
MCDONALDS CORP
+$13.2K
836
+4%
减持
LOW
LOWES COS INC
-$10.1K
1,139
-2%
增持
HD
HOME DEPOT INC
-$9.9K
1,318
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.6K
28,402
-0%
增持
JPM
JPMORGAN CHASE & CO
-$7.6K
1,097
+7%
增持
BITQ
BITWISE FUNDS TRUST
-$5.4K
10,986
+3%
增持
IWM
ISHARES TR
+$3.9K
1,767
+0%
增持
ABBV
ABBVIE INC
-$2.6K
1,296
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.7K
1,557
+1%
减持
EEMV
ISHARES INC
-$1.2K
30,497
-1%
