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 66 项建仓 19增持 24减持 17清仓 6
减持
SPY STATE STR SPDR S&P 500 ETF T -$15.2M
89,177 -17%
增持
EQWL INVESCO EXCHANGE TRADED FD T +$10.3M
346,724 +38%
减持
RSP INVESCO EXCHANGE TRADED FD T -$1.2M
42,458 -13%
减持
VCIT VANGUARD SCOTTSDALE FDS -$1.0M
26,187 -31%
减持
SDVY FIRST TR EXCHANGE TRADED FD -$337.4K
17,087 -35%
减持
JPIE J P MORGAN EXCHANGE TRADED F -$318.0K
16,697 -29%
清仓
FBND FIDELITY MERRIMACK STR TR -$239.4K
0 -100%
减持
JPST J P MORGAN EXCHANGE TRADED F -$209.2K
15,450 -21%
建仓
GFEB FIRST TR EXCHNG TRADED FD VI +$150.3K
3,657
增持
BXSL BLACKSTONE SECD LENDING FD +$132.3K
15,894 +71%
减持
BINC BLACKROCK ETF TRUST II -$114.8K
14,589 -12%
建仓
CARY ANGEL OAK FUNDS TRUST +$99.7K
4,800
减持
PCEF INVESCO EXCH TRADED FD TR II -$93.1K
9,643 -30%
增持
BRK/B BERKSHIRE HATHAWAY INC DEL -$91.6K
4,333 +0%
增持
RSPG INVESCO EXCHANGE TRADED FD T +$91.2K
2,437 +10%
增持
PKW INVESCO EXCHANGE TRADED FD T +$90.1K
2,325 +45%
增持
RSPT INVESCO EXCHANGE TRADED FD T +$76.3K
19,555 +10%
减持
JAAA JANUS DETROIT STR TR -$72.8K
5,153 -22%
减持
SPHB INVESCO EXCH TRADED FD TR II -$69.8K
3,137 -15%
建仓
MBS ANGEL OAK FUNDS TRUST +$64.5K
7,453
增持
JEPI J P MORGAN EXCHANGE TRADED F +$59.0K
7,383 +18%
增持
GDEC FIRST TR EXCHNG TRADED FD VI +$52.7K
9,194 +21%
建仓
FSEP FIRST TR EXCHNG TRADED FD VI +$48.8K
970
增持
GOCT FIRST TR EXCHNG TRADED FD VI +$47.8K
3,624 +54%
增持
JQUA J P MORGAN EXCHANGE TRADED F +$46.6K
3,024 +38%
增持
MSDL MORGAN STANLEY DIRECT LENDIN +$28.5K
17,349 +34%
建仓
SPLV INVESCO EXCH TRADED FD TR II +$24.8K
339
增持
GSEP FIRST TR EXCHNG TRADED FD VI +$21.9K
3,519 +21%
增持
RSPF INVESCO EXCHANGE TRADED FD T +$21.8K
344 +883%
增持
CLOA BLACKROCK ETF TRUST II +$15.3K
2,351 +14%
减持
VMBS VANGUARD SCOTTSDALE FDS -$5.6K
241 -33%
增持
GS GOLDMAN SACHS GROUP INC -$2.9K
354 +3%
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。
