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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 82 项
建仓 9
增持 34
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$15.3M
311,500
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$13.0M
491,360
+111%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$9.8M
121,929
-44%
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。
清仓
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$9.1M
0
-100%
增持
AAPL
APPLE INC COM
+$5.0M
100,836
+59%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$3.8M
283,648
-1%
增持
URA
GLOBAL X URANIUM ETF
+$3.7M
346,840
+32%
减持
COP
CONOCOPHILLIPS COM
+$1.6M
105,993
-1%
减持
CF
CF INDS HLDGS INC COM
+$1.5M
95,117
-0%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.5M
67,579
-1%
增持
NEE
NEXTERA ENERGY INC COM
-$1.5M
99,519
+3%
增持
PPLI
IAC INC COM NEW
-$1.5M
154,869
+8%
减持
BWA
BORGWARNER INC COM
-$1.5M
152,934
-2%
增持
MSFT
MICROSOFT CORP COM
+$1.4M
8,922
+121%
增持
PXE
INVESCO ENERGY EXPLORATION & PRODUCTION ETF
+$1.4M
295,220
+0%
减持
GLW
CORNING INC COM
-$1.2M
242,221
-1%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.1M
2,834
+229%
清仓
CVX
CHEVRON CORP
-$1.1M
0
-100%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$1.1M
156,975
-2%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.0M
11,573
+177%
建仓
—
CHEVRON CORP
+$1.0M
6,000
增持
UNP
UNION PAC CORP COM
+$990.2K
37,390
+16%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$980.0K
40,000
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$920.4K
56,956
-4%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$905.0K
12,000
减持
XBI
SPDR S&P BIOTECH ETF
-$892.7K
86,357
-0%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$762.0K
163,310
+13%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$747.6K
0
-100%
减持
BAC
BANK OF AMERICA CORP
-$694.4K
20,220
-54%
增持
FCX
FREEPORT-MCMORAN INC CL B
-$673.2K
286,719
+1%
清仓
PYPL
PAYPAL HOLDINGS
-$667.3K
0
-100%
建仓
—
BLACKROCK INC
+$646.5K
1,000
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$625.6K
527,748
+4%
增持
DVN
DEVON ENERGY CORP NEW COM
-$619.0K
227,804
+866%
减持
JNJ
JOHNSON AND JOHNSON
-$564.1K
5,000
-38%
减持
SOFI
SOFI TECHNOLOGIES INC COM
-$559.3K
882,080
-3%
增持
C
CITIGROUP INC COM NEW
-$544.7K
112,554
+0%
减持
AMZN
AMAZON COM INC COM
-$534.7K
77,726
-3%
减持
GOOG
ALPHABET INC CAP STK CL C
+$483.0K
105,270
-5%
增持
—
AIR LEASE CORP CL A
-$444.4K
204,303
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$420.0K
5,460
+122%
增持
BN
BROOKFIELD CORP CL A LTD VT SH
-$418.3K
208,456
+1%
建仓
RH
RESTORATION HARDWARE HOLDINGS INC
+$396.5K
1,500
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$385.6K
120,409
-3%
减持
—
BUNGE LIMITED COM
+$382.1K
63,436
-8%
减持
PTON
PELOTON INTERACTIVE INC CL A COM
-$359.3K
48,700
-38%
减持
SHM
SPDR BARCLAYS SHORT TERM MUNI BOND ETF
-$351.0K
103,864
-5%
增持
DIS
DISNEY WALT CO COM
-$350.5K
106,652
+6%
增持
IAU
ISHARES GOLD TRUST
-$344.7K
295,230
+1%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$339.4K
242,517
+7%
增持
CVS
CVS HEALTH CORP COM
+$333.7K
130,995
+3%
减持
SPY
SPDR S&P 500 ETF TRUST
-$311.3K
5,139
-9%
清仓
MRK
MERCK & CO INC COM
-$305.8K
0
-100%
减持
SCHW
CHARLES SCHWAB CORP
-$276.8K
15,000
-33%
增持
UNH
UNITEDHEALTH CROUP INC
+$265.1K
2,000
+29%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$260.0K
910
-38%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$243.1K
0
-100%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$227.5K
0
-100%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$226.4K
392,503
+3%
建仓
AUB
ATLANTIC UN BANKSHARES CORP COM
+$222.4K
7,726
减持
WMT
WALMART INC COM
-$205.3K
56,802
-4%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$189.2K
333,291
+5%
减持
EOG
EOG RES INC COM
+$156.0K
76,749
-8%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$144.8K
83,695
+2%
减持
CSCO
CISCO SYS INC COM
+$132.6K
151,654
-0%
减持
ESI
ELEMENT SOLUTIONS INC COM
+$122.0K
436,508
-1%
减持
STZ
CONSTELLATION BRANDS INC CL A
+$107.6K
21,488
-0%
建仓
LEO
BNY MELLON STRATEGIC MUNS INC COM
+$106.6K
20,000
减持
NTR
NUTRIEN LTD COM
+$103.0K
76,818
-2%
减持
EXPE
EXPEDIA
-$102.1K
7,500
-6%
增持
—
APTIV PLC SHS
-$98.9K
51,605
+2%
建仓
PMM
PUTNAM MANAGED MUN INCOME TR COM
+$82.0K
15,000
增持
CME
CME GROUP INC COM
+$80.9K
5,344
+0%
增持
MS
MORGAN STANLEY
+$55.6K
8,000
+14%
减持
KYN
KAYNE ANDERSON MLP
-$50.1K
25,354
-22%
增持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$44.0K
14,800
+6%
减持
FDX
FEDEX CORP COM
+$34.8K
34,330
-6%
减持
APA
APA CORP
-$32.3K
20,000
-20%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$15.1K
13,867
+3%
增持
AVGO
BROADCOM INC COM
-$10.7K
334
+1%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$1.6K
292,650
+1%
增持
JPM
JPMORGAN CHASE & CO COM
+$348
2,751
+0%