小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Parkside Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Parkside Investments, LLC
报告期 2026-03-31 · CIK 0001706248
持仓数
98
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 85 项
建仓 5
增持 29
减持 38
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
IAU
ISHARES GOLD TRUST
-$9.2M
293,345
-45%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$8.9M
82,270
+440%
清仓
IWV
ISHARES RUSSELL 3000 ETF
-$8.4M
0
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。
-100%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$7.2M
216,729
+57%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$5.5M
287,818
+6%
清仓
TFC
TRUIST FINL CORP COM
-$4.9M
0
-100%
增持
UNP
UNION PAC CORP COM
+$4.6M
32,370
+227%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$3.5M
233,405
+44%
清仓
PENN
PENN ENTERTAINMENT INC COM
-$3.2M
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.9M
68,513
+2%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$2.1M
1,458
-38%
增持
BWA
BORGWARNER INC COM
+$1.5M
156,334
+25%
建仓
JNJ
JOHNSON & JOHNSON
+$1.3M
8,113
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.3M
144,400
+15%
减持
SOFI
SOFI TECHNOLOGIES INC COM
+$1.3M
912,125
-56%
减持
AAPL
APPLE INC COM
+$1.3M
63,415
-5%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$1.3M
506,936
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.2M
110,745
-5%
减持
PPLI
IAC INC COM NEW
-$1.2M
143,959
-29%
建仓
SCHW
CHARLES SCHWAB CORP
+$1.1M
22,413
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$1.1M
70,000
-13%
减持
DVN
DEVON ENERGY CORP NEW COM
-$946.7K
23,593
-90%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$940.5K
225,957
+3%
建仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$916.2K
14,000
增持
SPY
SPDR S&P 500 ETF TRUST
+$909.8K
5,658
+45%
增持
NTR
NUTRIEN LTD COM
-$897.4K
78,600
+5%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$849.3K
180,335
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$819.8K
13,482
-1%
减持
AMZN
AMAZON COM INC COM
+$793.3K
79,896
-14%
增持
BN
BROOKFIELD CORP CL A LTD VT SH
+$755.3K
206,144
+9%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$691.6K
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$687.1K
107,110
+2%
清仓
LLY
ELI LILLY AND CO
-$686.8K
0
-100%
减持
—
APTIV PLC SHS
-$670.8K
50,805
-3%
清仓
GS
GOLDMAN SACHS GROUP INC
-$654.2K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$636.3K
21,505
+4%
清仓
—
CHARLES SCHWAB CORP
-$628.6K
0
-100%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$625.5K
4,180
减持
CSCO
CISCO SYS INC COM
-$605.5K
152,364
-6%
减持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
-$577.4K
10,750
-63%
清仓
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
-$562.6K
0
-100%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$548.0K
290,635
-3%
清仓
TIP
ISHARES TIPS BOND ETF
-$524.2K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$495.3K
284,124
-2%
清仓
INTC
INTEL CORP
-$490.1K
0
-100%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$464.1K
160,800
-2%
增持
CVS
CVS HEALTH CORP COM
+$462.2K
127,475
+13%
减持
URA
GLOBAL X URANIUM ETF
+$398.7K
263,560
-1%
增持
MSFT
MICROSOFT CORP COM
+$389.6K
4,029
+18%
减持
NEE
NEXTERA ENERGY INC COM
-$386.1K
96,979
-1%
减持
XBI
SPDR S&P BIOTECH ETF
+$370.4K
86,520
-3%
减持
WMT
WALMART INC COM
-$336.9K
59,102
-9%
增持
CF
CF INDS HLDGS INC COM
-$290.8K
95,302
+0%
减持
—
BUNGE LIMITED COM
-$289.9K
68,732
-3%
减持
FDX
FEDEX CORP COM
-$280.6K
36,546
-11%
清仓
AUB
ATLANTIC UN BANKSHARES CORP COM
-$265.0K
0
-100%
减持
—
AIR LEASE CORP CL A
+$253.9K
203,010
-3%
清仓
AZO
AUTOZONE INC COM
-$245.8K
0
-100%
减持
EOG
EOG RES INC COM
-$240.3K
83,649
-2%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$227.5K
5,751
清仓
TYG
TORTOISE ENERGY INFRA CORP COM
-$204.4K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$199.1K
124,079
-4%
减持
ESI
ELEMENT SOLUTIONS INC COM
-$189.8K
439,473
-2%
减持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$178.6K
382,878
-2%
增持
GLW
CORNING INC COM
+$157.6K
244,528
+3%
增持
BAC
BANK OF AMERICA COP
+$146.9K
43,500
+13%
减持
SHM
SPDR BARCLAYS SHORT TERM MUNI BOND ETF
-$146.8K
109,514
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$107.3K
1,546
+15%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$107.0K
5,524
-19%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$102.0K
15,413
-13%
增持
COST
COSTCO WHSL CORP NEW COM
+$97.0K
861
+17%
增持
DIS
DISNEY WALT CO COM
-$84.6K
100,747
+11%
增持
AVGO
BROADCOM INC COM
+$76.1K
332
+1%
减持
CTRA
COTERRA ENERGY INC
-$74.6K
31,000
-11%
减持
PXE
INVESCO DYNAMIC ENERGY EXPLORATION & PRODUCTION ETF
+$73.9K
293,780
-2%
减持
JPM
JPMORGAN CHASE & CO COM
-$69.6K
2,741
-24%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$67.0K
5,400
-2%
减持
KYN
KAYNE ANDERSON MLP
-$42.1K
32,354
-8%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$39.1K
22,556
-5%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$35.7K
318,768
+1%
增持
C
CITIGROUP INC COM NEW
+$33.4K
112,382
+3%
增持
CME
CME GROUP INC COM
-$32.0K
5,338
+0%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$21.5K
59,491
-14%
增持
CVX
CHEVRON CORP
-$15.4K
7,096
+2%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$3.3K
2,292
+1%
