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Phraction Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Phraction Management LLC

报告期 2026-03-31 · CIK 0001907803

持仓数

65

前50大市值合计

$478.6M

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 22Q2 22Q1 21Q4

22Q1 调仓2021-12-31 → 2022-03-31 · 共 66 项建仓 10增持 32减持 10清仓 14

方向

标的

Δ市值

现股数(环比)

增持

SPGI S&P GLOBAL INC

+$5.5M

13,945 +3173%

清仓

— IHS MARKIT LTD

-$2.6M

0 -100%

增持

MSFT MICROSOFT CORP

+$2.5M

30,676 +48%

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。

清仓

MU MICRON TECHNOLOGY INC

-$2.3M

0 -100%

增持

AMZN AMAZON COM INC

+$2.0M

4,035 +21%

增持

DEO DIAGEO PLC

+$1.9M

10,557 +1039%

清仓

WPC WP CAREY INC

-$1.8M

0 -100%

清仓

PPLI IAC INTERACTIVECORP NEW

-$1.7M

0 -100%

建仓

— LAM RESEARCH CORP

+$1.5M

2,839

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.5M

17,425 +12%

增持

META META PLATFORMS INC

-$1.5M

13,847 +2%

增持

— LINDE PLC

+$1.5M

6,182 +330%

增持

RTX RAYTHEON TECHNOLOGIES CORP

+$1.5M

111,575 +0%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$1.4M

4,348 +353%

增持

FLOT ISHARES TR

+$1.4M

32,600 +552%

建仓

IAU ISHARES GOLD TR

+$1.4M

37,500

减持

PM PHILIP MORRIS INTL INC

-$1.2M

48,715 -20%

减持

PEP PEPSICO INC

-$1.1M

10,017 -38%

清仓

— UNILEVER PLC

-$1.1M

0 -100%

增持

GOOG ALPHABET INC

+$1.1M

2,101 +27%

清仓

AXP AMERICAN EXPRESS CO

-$1.0M

0 -100%

建仓

— BK OF AMERICA CORP

+$1.0M

780

增持

— WELLS FARGO CO NEW

+$869.0K

873 +352%

增持

ADI ANALOG DEVICES INC

+$864.0K

41,585 +22%

清仓

EQIX EQUINIX INC

-$850.0K

0 -100%

增持

ADSK AUTODESK INC

-$825.0K

13,775 +3%

增持

MTCH MATCH GROUP INC NEW

+$790.0K

18,675 +99%

建仓

SBUX STARBUCKS CORP

+$769.0K

8,450

清仓

— DUPONT DE NEMOURS INC

-$723.0K

0 -100%

清仓

TTWO TAKE-TWO INTERACTIVE SOFTWAR

-$718.0K

0 -100%

增持

SYK STRYKER CORPORATION

+$632.0K

13,005 +22%

增持

LBRDK LIBERTY BROADBAND CORP

-$585.0K

22,971 +0%

增持

AES AES CORP

+$567.0K

90,370 +25%

减持

BALL BALL CORP

-$560.0K

22,510 -16%

增持

GOOGL ALPHABET INC

+$498.0K

1,853 +15%

清仓

— SPORTS ENTERTAINMENT ACQU CO

-$468.0K

0 -100%

清仓

TDG TRANSDIGM GROUP INC

-$464.0K

0 -100%

清仓

TMUS T-MOBILE US INC

-$438.0K

0 -100%

增持

TMO THERMO FISHER SCIENTIFIC INC

-$432.0K

10,085 +5%

建仓

IHI ISHARES TR

+$422.0K

6,916

建仓

SPGP INVESCO EXCHANGE TRADED FD T

+$374.0K

4,100

建仓

MOAT VANECK ETF TRUST

+$364.0K

4,870

增持

DIS DISNEY WALT CO

+$356.0K

22,366 +28%

增持

BAC BK OF AMERICA CORP

+$345.0K

121,945 +16%

减持

— BROOKFIELD ASSET MGMT INC

-$343.0K

38,396 -8%

增持

AMAT APPLIED MATLS INC

-$339.0K

32,390 +11%

减持

HD HOME DEPOT INC

-$313.0K

1,046 -31%

清仓

QQQ INVESCO QQQ TR

-$278.0K

0 -100%

减持

IGSB ISHARES TR

-$255.0K

5,990 -43%

建仓

SKYY FIRST TR EXCHANGE TRADED FD

+$255.0K

2,813

清仓

VCSH VANGUARD SCOTTSDALE FDS

-$242.0K

0 -100%

建仓

VEU VANGUARD INTL EQUITY INDEX F

+$216.0K

3,750

减持

AAPL APPLE INC

-$208.0K

1,876 -38%

增持

SMG SCOTTS MIRACLE-GRO CO

-$202.0K

5,520 +1%

增持

AMT AMERICAN TOWER CORP NEW

-$202.0K

10,384 +8%

减持

IRT INDEPENDENCE RLTY TR INC

-$155.0K

13,100 -32%

建仓

— SUPER GROUP SGHC LIMITED

+$136.0K

12,660

增持

V VISA INC

+$135.0K

23,171 +0%

增持

— MARKETWISE INC

-$135.0K

114,850 +28%

增持

GFL GFL ENVIRONMENTAL INC

+$124.0K

37,880 +28%

增持

BSX BOSTON SCIENTIFIC CORP

+$97.0K

31,680 +3%

减持

PHYS SPROTT PHYSICAL GOLD TR

-$82.0K

102,673 -11%

增持

OTIS OTIS WORLDWIDE CORP

+$68.0K

23,570 +18%

减持

JNJ JOHNSON & JOHNSON

+$38.0K

10,671 -1%

增持

VRSK VERISK ANALYTICS INC

-$18.0K

3,205 +4%

增持

HON HONEYWELL INTL INC

-$7.0K

63,320 +7%