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
26Q1 调仓2025-12-31 → 2026-03-31 · 共 48 项建仓 11增持 18减持 17清仓 2
减持
SPYG SPDR S&P 500 Growth Fund -$810.8K
86,549 -1%
增持
BSV Vanguard Short Term Bond +$226.7K
82,033 +4%
减持
SMMD iShares Russell 2500 +$148.6K
175,608 -1%
建仓
VCSH Vanguard Short Term Corp +$114.3K
1,442
建仓
VTWO Vanguard Russell 2000 ETF +$70.9K
708
减持
DGRO iShares Dividend Growth +$50.9K
140,551 -1%
增持
SUB iShares Short Term Muni +$39.0K
16,585 +2%
增持
ANGL Vaneck Vectors Fallen +$30.7K
89,011 +3%
减持
SPY State Street S&P 500 ETF -$30.7K
949 -0%
减持
ICF Ishares Cohen & Steers Realty Majors +$21.4K
20,793 -2%
减持
VONG Vanguard Russell 1000 Growth ETF -$12.9K
726 -4%
减持
QQQ Powershares QQQ Trust -$10.5K
83 -13%
建仓
QTUM Defiance Quantum ETF +$8.7K
81
增持
ICSH iShares Ultra Short-Term +$5.4K
8,280 +1%
减持
IMCG iShares Morningstar Mid-Cap Growth ETF -$3.2K
729 -4%
建仓
FLY Firefly Aerospace Inc +$2.8K
100
减持
AVUV Avantis US Small Cap Value ETF +$2.4K
575 -4%
减持
IWR Ishares Russell Midcap Index -$2.2K
6,040 -1%
减持
FDL First Trust Dividend Leaders +$706
178 -5%
减持
DON WisdomTree Midcap Value +$205
438 -1%
增持
CMCSA Comcast Corp New Cl A -$59
68 +1%
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。
