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Interchange Capital Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Interchange Capital Partners, LLC

报告期 2026-03-31 · CIK 0001845998

持仓数

309

前50大市值合计

$197.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$17.2M

72,502

8.7%

IQLT ISHARES TR

MSCI INTL QUALTY

$11.8M

298,137

6.0%

JMST J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL

$11.1M

218,999

5.7%

MSFT MICROSOFT CORP

COM

$9.3M

24,773

4.7%

ASST STRIVE INC

CL A COM

$8.8M

880,571

4.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$8.3M

47,884

4.2%

IEFA ISHARES TR

CORE MSCI EAFE

$6.7M

85,352

3.4%

MDCX MEDICUS PHARMA LTD

COM

$6.2M

1,661,871

3.1%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$6.1M

119,932

3.1%

IVV ISHARES TR

CORE S&P500 ETF

$6.1M

10,683

3.1%

AMZN AMAZON COM INC

COM

$5.0M

25,875

2.5%

NVDA NVIDIA CORPORATION

COM

$4.8M

38,191

2.4%

IEMG ISHARES INC

CORE MSCI EMKT

$4.3M

79,720

2.2%

META META PLATFORMS INC

CL A

$4.3M

7,454

2.2%

QUAL ISHARES TR

MSCI USA QLT FCT

$4.1M

24,091

2.1%

VLUE ISHARES TR

MSCI USA VALUE

$4.1M

38,389

2.1%

GOOGL ALPHABET INC

CAP STK CL A

$3.9M

21,808

2.0%

JPM JPMORGAN CHASE & CO

COM

$3.8M

14,722

1.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.6M

6,010

1.8%

TSLA TESLA INC

COM

$3.4M

12,432

1.7%

ABBV ABBVIE INC

COM

$3.2M

15,019

1.6%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$2.9M

51,487

1.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$2.9M

31,424

1.5%

HD HOME DEPOT INC

COM

$2.8M

7,690

1.4%

GOOG ALPHABET INC

CAP STK CL C

$2.7M

16,440

1.4%

GBTC GRAYSCALE BITCOIN TRUST ETF

SHS REP COM UT

$2.6M

40,493

1.3%

IAU ISHARES GOLD TR

ISHARES NEW

$2.6M

43,470

1.3%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$2.4M

49,182

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.3M

4,487

1.2%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$2.3M

31,240

1.2%

V VISA INC

COM CL A

$2.3M

6,627

1.2%

UNH UNITEDHEALTH GROUP INC

COM

$2.2M

4,293

1.1%

IVE ISHARES TR

S&P 500 VAL ETF

$2.2M

11,526

1.1%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$2.2M

43,878

1.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$2.1M

39,846

1.0%

ABT ABBOTT LABORATORIES

COM

$2.0M

15,509

1.0%

EZU ISHARES INC

MSCI EURZONE ETF

$1.9M

36,267

1.0%

BBJP J P MORGAN EXCHANGE TRADED F

BETABULDRS JAPAN

$1.9M

33,783

1.0%

EFV ISHARES TR

EAFE VALUE ETF

$1.9M

31,308

0.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.9M

6,749

0.9%

EMXC ISHARES INC

MSCI EMRG CHN

$1.8M

33,580

0.9%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$1.8M

39,944

0.9%

MA MASTERCARD INCORPORATED

CL A

$1.7M

3,191

0.9%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.7M

7,488

0.9%

AVGO BROADCOM INC

COM

$1.7M

8,413

0.8%

RTX RTX CORPORATION

COM

$1.6M

12,104

0.8%

PEP PEPSICO INC

COM

$1.6M

10,957

0.8%

AMAT APPLIED MATLS INC

COM

$1.6M

5,575

0.8%

MPC MARATHON PETE CORP

COM

$1.6M

11,027

0.8%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$1.6M

2

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

AAPL8.7%IQLT6.0%JMST5.7%MSFT4.7%ASST4.5%VTV4.2%