Parkside Investments, LLC

报告期 2026-03-31 · CIK 0001706248

持仓数

前50大市值合计

$778.3M

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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 90 项建仓 11增持 42减持 30清仓 7

方向

标的

Δ市值

现股数(环比)

增持

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF

+$10.0M

219,030 +1150%

清仓

INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF

-$8.5M

0 -100%

增持

IWV ISHARES RUSSELL 3000 ETF

+$7.7M

35,625

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

TIP ISHARES TIPS BOND ETF

-$7.6M

4,755 -94%

增持

IEFA ISHARES CORE MSCI EAFE ETF

+$5.8M

125,884 +200%

增持

NTR NUTRIEN LTD COM

+$4.3M

75,000 +355%

增持

PPLI IAC INC COM NEW

+$4.3M

203,323 +46%

减持

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$4.0M

299,350 -22%

增持

AAPL APPLE INC COM

+$3.6M

66,766 +17%

减持

WBD WARNER BROS DISCOVERY INC COM SER A

+$2.8M

505,636 -2%

增持

JPST JPMORGAN ULTRA-SHORT INCOME ETF

+$2.6M

162,475 +47%

增持

SOFI SOFI TECHNOLOGIES INC COM

+$2.4M

2,070,100 +149%

增持

AMZN AMAZON COM INC COM

+$2.4M

93,155 +9%

增持

DVN DEVON ENERGY CORP NEW COM

-$2.1M

245,643 +4%

减持

DSL DOUBLELINE INCOME SOLUTIONS FD COM

-$2.0M

12,000 -94%

增持

CVS CVS HEALTH CORP COM

-$1.8M

112,369 +3%

减持

FDX FEDEX CORP COM

+$1.7M

40,879 -7%

减持

GOOG ALPHABET INC CAP STK CL C

+$1.7M

116,830 -0%

减持

TPL TEXAS PACIFIC LAND CORPORATION COM

-$1.7M

2,354 -3%

减持

TFC TRUIST FINL CORP COM

-$1.7M

142,531 -6%

减持

— AIR LEASE CORP CL A

-$1.5M

209,350 -17%

减持

AMD ADVANCED MICRO DEVICES INC COM

+$1.4M

69,361 -16%

减持

IAU ISHARES GOLD TRUST

+$1.4M

531,417 -0%

减持

IVV ISHARES CORE S&P 500 ETF

+$1.4M

67,324 -1%

增持

BWA BORGWARNER INC COM

+$1.4M

124,884 +5%

减持

SHM SPDR BARCLAYS SHORT TERM MUNI BOND ETF

-$1.3M

111,449 -21%

减持

PFF ISHARES PREFERRED & INCOME SECURITIES ETF

-$1.2M

314,664 -12%

增持

WMT WALMART INC COM

+$1.1M

65,287 +9%

增持

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

+$1.0M

138,079 +5%

增持

— APTIV PLC SHS

+$996.1K

52,210 +0%

增持

CSCO CISCO SYS INC COM

+$882.6K

162,388 +2%

清仓

GE GENERAL ELECTRIC CO COM NEW

-$879.2K

0 -100%

增持

CF CF INDS HLDGS INC COM

-$853.1K

95,277 +5%

建仓

EXPE EXPEDIA INC

+$776.2K

8,000

建仓

PYPL PAYPAL HOLDINGS INC

+$759.4K

10,000

减持

GLW CORNING INC COM

+$743.7K

238,399 -1%

清仓

ADM ARCHER DANIELS MIDLAND CO

-$742.8K

0 -100%

清仓

NSC NORFOLK SOUTHERN CO

-$739.3K

0 -100%

建仓

LLY ELI LILLY AND CO

+$686.8K

2,000

减持

IWM ISHARES RUSSELL 2000 ETF

+$669.9K

271,209 -1%

增持

C CITIGROUP INC COM NEW

+$663.2K

109,632 +11%

减持

MS MORGAN STANLEY

-$660.7K

7,000 -53%

增持

STZ CONSTELLATION BRANDS INC CL A

+$653.2K

20,615 +19%

减持

RTX RAYTHEON TECHNOLOGIES CORP

-$640.2K

7,632 -44%

清仓

TGT TARGET CORP COM

-$633.4K

0 -100%

建仓

— CHARLES SCHWAB CORP

+$628.6K

12,000

增持

XLV HEALTH CARE SELECT SECTOR SPDR FUND

+$612.5K

15,225 +52%

增持

TMO THERMO FISHER SCIENTIFIC INC COM

+$570.3K

13,627 +3%

增持

BN BROOKFIELD CORP CL A LTD VT SH

+$553.3K

189,672 +6%

清仓

UPS UNITED PARCEL SERVICE INC CL B

-$543.3K

0 -100%

减持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

-$537.9K

129,430 -12%

增持

PENN PENN ENTERTAINMENT INC COM

+$517.0K

106,275 +20%

减持

ESI ELEMENT SOLUTIONS INC COM

+$497.8K

446,798 -0%

建仓

INTC INTEL CORP

+$490.1K

15,000

增持

NEE NEXTERA ENERGY INC COM

-$482.1K

98,364 +2%

增持

XBI SPDR S&P BIOTECH ETF

-$475.6K

89,595 +2%

减持

MUB ISHARES NATIONAL MUNI BOND ETF

-$433.5K

163,600 -4%

增持

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

+$389.4K

389,553 +104%

增持

PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

+$387.6K

28,750 +60%

建仓

— MEDTRONIC PLC SHS

+$378.4K

4,694

建仓

COST COSTCO WHSL CORP NEW COM

+$366.7K

738

减持

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+$329.5K

194,400 -0%

减持

DIS DISNEY WALT CO COM

+$320.0K

90,675 -10%

清仓

GDX VANECK GOLD MINERS ETF

-$286.6K

0 -100%

建仓

MRK MERCK & CO INC COM

+$281.9K

2,650

建仓

AZO AUTOZONE INC COM

+$245.8K

100

减持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$236.0K

23,681 -23%

建仓

ACI ALBERTSONS COS INC COMMON STOCK

+$219.7K

10,571

建仓

TYG TORTOISE ENERGY INFRA CORP COM

+$204.4K

6,954

增持

MSFT MICROSOFT CORP

+$187.6K

3,407 +3%

减持

FCX FREEPORT-MCMORAN INC CL B

-$157.3K

289,910 -8%

增持

URA GLOBAL X URANIUM ETF

+$150.9K

266,960 +4%

增持

CME CME GROUP INC COM

+$130.2K

5,332 +1%

增持

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$123.0K

17,780 +1%

增持

PXE INVESCO DYNAMIC ENERGY EXPLORATION & PRODUCTION ETF

-$117.3K

300,185 +8%

增持

CVX CHEVRON CORP

-$108.3K

6,938 +0%

减持

UNP UNION PACIFIC CORP

-$108.2K

9,885 -2%

增持

BAC BANK OF AMERICA CORP

-$107.8K

38,500 +5%

减持

SPY SPDR S&P 500 ETF TRUST

+$88.0K

3,904 -1%

增持

— BUNGE LIMITED COM

-$77.3K

70,925 +3%

增持

UNH UNITED HEALTHCARE GROUP INC

-$77.2K

1,346 +0%

增持

IJR ISHARES CORE S&P SMALL CAP ETF

+$75.5K

6,799 +11%

减持

AVGO BROADCOM INC COM

-$56.5K

330 -31%

减持

KYN KAYNE ANDERSON MLP

-$48.5K

35,354 -15%

增持

EOG EOG RES INC COM

+$35.3K

85,607 +13%

增持

JPM JPMORGAN CHASE & CO COM

+$30.0K

3,593 +10%

减持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$19.3K

80,000 -1%

增持

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-$4.5K

2,273 +1%

增持

COP CONOCOPHILLIPS COM

+$3.0K

104,935 +19%

增持

AUB ATLANTIC UN BANKSHARES CORP COM

+$1.4K

7,559 +1%