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
25Q4 调仓2025-09-30 → 2025-12-31 · 共 34 项建仓 7增持 8减持 13清仓 6
增持
BND VANGUARD BD INDEX FDS +$7.9M
156,766 +210%
建仓
VUSB VANGUARD BD INDEX FDS +$4.1M
82,128
建仓
GOF GUGGENHEIM STRATEGIC OPPORTU +$2.6M
198,923
减持
CGGR CAPITAL GROUP GROWTH ETF -$2.3M
78,875 -40%
建仓
BSV VANGUARD BD INDEX FDS +$1.4M
17,162
减持
CGDV CAPITAL GROUP DIVIDEND VALUE -$1.2M
139,064 -19%
减持
VSS VANGUARD INTL EQUITY INDEX F -$1.2M
18,553 -31%
增持
VT VANGUARD INTL EQUITY INDEX F +$713.7K
44,276 +10%
建仓
VIGI VANGUARD WHITEHALL FDS +$416.1K
4,550
建仓
VNQI VANGUARD INTL EQUITY INDEX F +$397.0K
8,660
增持
VEU VANGUARD INTL EQUITY INDEX F +$258.5K
18,654 +20%
减持
CGDG CAPITAL GROUP DIVIDEND GROWE -$104.0K
7,000 -31%
清仓
DNP DNP SELECT INCOME FD INC -$100.1K
0 -100%
减持
VEA VANGUARD TAX-MANAGED FDS -$41.9K
16,090 -8%
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。
