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

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 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 85增持 17减持 10清仓 38

方向

标的

Δ市值

现股数(环比)

增持

VTV VANGUARD INDEX FDS VANGUARD VALUE ETF

+$5.0M

40,360 +467%

建仓

VLUE ISHARES TR MSCI USA VALUE FACTOR ETF

+$4.4M

40,476

增持

IEFA ISHARES TR CORE MSCI EAFE ETF

+$3.2M

63,096 +208%

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。

减持

AAPL APPLE INC COM

-$2.7M

5,011 -80%

建仓

IWD ISHARES TR RUSSELL 1000 VALUE ETF

+$2.5M

15,093

建仓

IQLT ISHARES TR MSCI INTL QUALITY FACTOR ETF

+$2.4M

60,099

增持

IAU ISHARES GOLD TR ISHARES NEW

+$2.3M

79,373 +417%

增持

ARKK ARK ETF TR INNOVATION ETF

+$2.0M

25,899 +534%

增持

QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF

+$1.9M

15,565 +423%

清仓

PEP PEPSICO INC COM

-$1.9M

0 -100%

建仓

MGK VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF

+$1.9M

7,135

清仓

ABT ABBOTT LABS COM

-$1.7M

0 -100%

增持

IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF

+$1.5M

44,373 +144%

减持

MSFT MICROSOFT CORP COM

-$1.5M

1,462 -80%

清仓

ABBV ABBVIE INC COM

-$1.5M

0 -100%

清仓

NEE NEXTERA ENERGY INC COM

-$1.4M

0 -100%

建仓

VYMI VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD

+$1.4M

20,979

清仓

GOOG ALPHABET INC CAP STK CL C

-$1.3M

0 -100%

清仓

META FACEBOOK INC CL A

-$1.2M

0 -100%

建仓

BBJP J P MORGAN EXCHANGE-TRADED FD TR BETABUILDERS JAPAN ETF NEW

+$1.1M

19,339

减持

SBUX STARBUCKS CORP COM

-$1.1M

1,855 -84%

建仓

IJH ISHARES TR CORE S&P MID-CAP ETF

+$973.0K

3,439

建仓

JHMM JOHN HANCOCK EXCHANGE TRADED FD TR MULTIFACTOR MID CAP ETF

+$961.0K

17,293

建仓

ROKU ROKU INC COM CL A

+$957.0K

4,194

清仓

YUM YUM BRANDS INC COM

-$933.0K

0 -100%

建仓

VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF

+$855.0K

12,534

建仓

IWN ISHARES TR RUSSELL 2000 VALUE ETF

+$849.0K

5,116

建仓

AMP AMERIPRISE FINL INC COM

+$847.0K

2,809

清仓

JPM JP MORGAN CHASE & CO COM ISIN#US46625H1005

-$813.0K

0 -100%

建仓

VV VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF

+$795.0K

3,598

清仓

MRK MERCK & CO INC NEW COM

-$789.0K

0 -100%

建仓

U UNITY SOFTWARE INC COM

+$749.0K

5,245

增持

TSLA TESLA INC COM

+$721.0K

1,542 +32%

减持

INTC INTEL CORP COM

-$718.0K

8,456 -61%

清仓

ARKG ARK ETF TR GENOMIC REVOLUTION MULTI SECTOR ETF

-$714.0K

0 -100%

清仓

JNJ JOHNSON & JOHNSON COM

-$709.0K

0 -100%

建仓

CE CELANESE CORP DEL COM

+$697.0K

4,152

建仓

SPHB INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH BETA ETF

+$645.0K

8,173

清仓

T AT&T INC COM

-$638.0K

0 -100%

建仓

SQ BLOCK INC CL A

+$634.0K

3,927

清仓

SPY SPDR S&P 500 ETF TR TR UNIT

-$626.0K

0 -100%

建仓

INTU INTUIT INCORPORATED COM

+$625.0K

972

建仓

IUSV ISHARES TR CORE S&P U S VALUE ETF

+$620.0K

8,131

建仓

TDOC TELADOC HEALTH INC COM

+$620.0K

6,754

清仓

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

-$612.0K

0 -100%

建仓

ZM ZOOM VIDEO COMMUNICATIONS INC CL A

+$611.0K

3,325

清仓

ROK ROCKWELL AUTOMATION INC COM FORMERLY ROCKWELL INTL CORP

-$604.0K

0 -100%

建仓

C CITIGROUP INC COM NEW ISIN#US1729674242

+$599.0K

9,925

建仓

TWLO TWILIO INC CL A

+$593.0K

2,253

减持

VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF

-$588.0K

1,323 -62%

建仓

JPIN J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN DIVERSIFIED RETURN ETF

+$576.0K

9,747

增持

IJR ISHARES TR CORE S&P SMALL-CAP ETF

+$568.0K

11,290 +70%

建仓

SPG SIMON PPTY GROUP INC NEW COM

+$568.0K

3,560

建仓

— SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911

+$563.0K

2,406

减持

UNH UNITEDHEALTH GROUP INC COM

-$547.0K

1,146 -60%

清仓

MUB ISHARES TR NATL MUN BD ETF FD

-$546.0K

0 -100%

清仓

NXTG FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETF

-$542.0K

0 -100%

建仓

SYF SYNCHRONY FINL COM

+$542.0K

11,686

清仓

VZ VERIZON COMMUNICATIONS INC COM

-$535.0K

0 -100%

清仓

IBM INTERNATIONAL BUSINESS MACHS CORP COM

-$526.0K

0 -100%

减持

HD HOME DEPOT INC COM

-$523.0K

1,683 -55%

建仓

EXAS EXACT SCIENCES CORP COM

+$520.0K

6,683

建仓

MCK MCKESSON CORP COM

+$520.0K

2,092

清仓

AXP AMERICAN EXPRESS COMPANY

-$519.0K

0 -100%

建仓

KR KROGER CO COM

+$519.0K

11,486

清仓

JPST J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF

-$514.0K

0 -100%

建仓

GOOGL ALPHABET INC CL A

+$509.0K

176

建仓

CVX CHEVRON CORP NEW COM

+$508.0K

4,335

建仓

IXG ISHARES TR GLOBAL FINLS ETF

+$506.0K

6,329

建仓

— JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619

+$503.0K

6,189

增持

XLE SELECT SECTOR SPDR TR ENERGY

+$501.0K

13,708 +175%

建仓

MO ALTRIA GROUP INC COM

+$499.0K

10,543

建仓

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A

+$497.0K

5,611

建仓

FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST TR GLOBAL TACTICAL COMMODITY STRATEGY FD

+$495.0K

21,500

清仓

VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

-$493.0K

0 -100%

增持

KXI ISHARES TR GLOBAL CONSUMER STAPLES ETF

+$492.0K

10,727 +218%

减持

VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF

-$489.0K

2,281 -50%

建仓

KO COCA COLA COMPANY

+$489.0K

8,272

清仓

ARKQ ARK ETF TR INDL INNOVATION ETF

-$486.0K

0 -100%

清仓

NFLX NETFLIX INC COM

-$480.0K

0 -100%

建仓

— CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137

+$476.0K

6,282

增持

SCZ ISHARES TR MSCI EAFE SMALL CAP ETF

+$473.0K

12,118 +119%

增持

KRE SPDR SER TR S&P REGL BKG ETF

+$467.0K

11,291 +130%

建仓

APH AMPHENOL CORP NEW CL A

+$463.0K

5,299

增持

COIN COINBASE GLOBAL INC COM CL A

+$449.0K

3,416 +88%

清仓

CRM SALESFORCE.COM INC COM STOCK

-$448.0K

0 -100%

建仓

— AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079

+$440.0K

36,688

建仓

EZU ISHARES INC MSCI EUROZONE ETF

+$438.0K

8,945

清仓

TMO THERMO FISHER SCIENTIFIC INC COM

-$431.0K

0 -100%

清仓

YUMC YUM CHINA HLDGS INC COM

-$418.0K

0 -100%

建仓

— MEDTRONIC PLC SHS ISIN#IE00BTN1Y115

+$400.0K

3,868

建仓

CSX CSX CORP COM

+$399.0K

10,624

清仓

JMST J P MORGAN EXCHANGE-TRADED FD TR ULTRA SHORT MUN INCOME ETF

-$399.0K

0 -100%

建仓

MET METLIFE INC COM

+$399.0K

6,388

建仓

LHX L3HARRIS TECHNOLOGIES INC COM

+$394.0K

1,851

增持

ORCL ORACLE CORP COM

+$393.0K

8,580 +110%

建仓

WMB WILLIAMS COS INC COM

+$391.0K

15,030

建仓

SONY SONY GROUP CORP AMERN SH NEW ISIN#US8356993076

+$388.0K

3,076

清仓

PSTG PURE STORAGE INC CL A

-$387.0K

0 -100%

建仓

— DUPONT DE NEMOURS INC COM

+$381.0K

4,721

建仓

DPZ DOMINOS PIZZA INC COM

+$378.0K

670

建仓

— TWITTER INC COM

+$378.0K

8,766

增持

VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF

+$378.0K

15,136 +104%

减持

EFA ISHARES TR MSCI EAFE ETF

-$371.0K

5,327 -47%

建仓

XLK SELECT SECTOR SPDR TR TECHNOLOGY

+$370.0K

2,130

建仓

ESS ESSEX PPTY TR INC COM

+$368.0K

1,045

建仓

DGX QUEST DIAGNOSTICS INC COM

+$367.0K

2,125

清仓

MA MASTERCARD INC CL A COM

-$366.0K

0 -100%

建仓

UNP UNION PAC CORP COM

+$365.0K

1,451

建仓

AZO AUTOZONE INC COM

+$360.0K

172

建仓

XLI SELECT SECTOR SPDR TR INDL

+$360.0K

3,408

建仓

VGT VANGUARD INFORMATION TECHNOLOGY ETF

+$360.0K

787

清仓

KWEB KRANESHARES TR CSI CHINA INTERNET ETF

-$355.0K

0 -100%

清仓

NSC NORFOLK SOUTHN CORP COM

-$351.0K

0 -100%

建仓

MXI ISHARES TR GLOBAL MATLS ETF

+$346.0K

3,835

建仓

PATH UIPATH INC CL A

+$344.0K

7,992

建仓

CHTR CHARTER COMMUNICATIONS INC NEW CL A

+$339.0K

520

清仓

D DOMINION ENERGY INC COM

-$339.0K

0 -100%

建仓

SJM SMUCKER J M CO COM NEW

+$339.0K

2,501

增持

XLV SELECT SECTOR SPDR TR HEALTH CARE

+$336.0K

3,921 +124%

清仓

VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS

-$336.0K

0 -100%

建仓

LMT LOCKHEED MARTIN CORP COM

+$334.0K

940

建仓

IYT ISHARES TR U S TRANSN ETF FD

+$327.0K

1,184

建仓

SAP SAP AE SPONSORED ADR ISIN#US8030542042

+$322.0K

2,304

建仓

ALL ALLSTATE CORP COM

+$320.0K

2,724

建仓

RSPN INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT INDLS ETF

+$318.0K

1,611

建仓

QCOM QUALCOMM INC

+$316.0K

1,732

建仓

NVTA INVITAE CORP COM

+$311.0K

20,379

建仓

IT GARTNER INC COM

+$304.0K

910

建仓

COP CONOCOPHILLIPS COM

+$302.0K

4,188

减持

CVS CVS HEALTH CORP COM

-$297.0K

2,882 -59%

建仓

MOH MOLINA HEALTHCARE INC COM

+$297.0K

935

清仓

PNC PNC FINL SVCS GROUP INC COM

-$288.0K

0 -100%

建仓

FIS FIDELITY NATL INFORMATION SVCS INC COM

+$288.0K

2,640

建仓

TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003

+$285.0K

2,372

建仓

— LIBERTY GLOBAL PLC SHS CL C ISIN#GB00B8W67B19

+$284.0K

10,136

建仓

LUMN LUMEN TECHNOLOGIES INC LA COM

+$284.0K

22,688

建仓

ESGU ISHARES TR ESG AWARE MSCI UAS ETF

+$282.0K

2,614

建仓

TXG 10X GENOMICS INC CL A

+$281.0K

1,888

建仓

XLB SELECT SECTOR SPDR TR MATLS

+$281.0K

3,103

清仓

VEEV VEEVA SYS INC CL A COM

-$279.0K

0 -100%

增持

IDV ISHARES TR INTL SELECT DIVID ETF INDEX FD

+$279.0K

34,651 +31%

建仓

IMCG ISHARES TR MORNINGSTAR MID CAP GROWTH ETF

+$278.0K

3,805

建仓

— SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49

+$276.0K

2,447

建仓

PD PAGERDUTY INC COM

+$273.0K

7,877

建仓

NVDA NVIDIA CORP COM

+$271.0K

924

建仓

IVV ISHARES TR CORE S&P 500 ETF

+$270.0K

567

清仓

— JACOBS ENGR GROUP INC COM

-$269.0K

0 -100%

建仓

EQH EQUITABLE HLDGS INC COM

+$269.0K

8,214

清仓

SHY ISHARES TR 1-3 YR TREAS BD ETF

-$266.0K

0 -100%