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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 67 项建仓 11增持 11减持 33清仓 12

方向

标的

Δ市值

现股数(环比)

增持

MSFT MICROSOFT CORP

+$8.5M

58,610 +7%

减持

PM PHILIP MORRIS INTL INC

-$4.8M

37,603 -49%

增持

GOOGL ALPHABET INC

+$4.4M

88,505 +22%

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。

增持

AMZN AMAZON COM INC

+$3.7M

118,988 +1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$3.0M

17,003 -19%

减持

TMO THERMO FISHER SCIENTIFIC INC

-$2.9M

29,966 -1%

增持

BDX BECTON DICKINSON & CO

-$2.7M

50,201 +1%

减持

ADI ANALOG DEVICES INC

+$2.5M

68,290 -0%

减持

RTX RTX CORPORATION

-$2.4M

69,213 -27%

建仓

FE FIRSTENERGY CORP

+$2.3M

56,315

建仓

MKTW MARKETWISE INC

+$2.2M

112,070

增持

GOOG ALPHABET INC

+$2.0M

57,538 +9%

建仓

BN BROOKFIELD CORP

+$1.9M

29,915

减持

FERG FERGUSON ENTERPRISES INC

+$1.4M

24,525 -0%

增持

DHR DANAHER CORPORATION

+$1.3M

47,182 +21%

增持

ENTG ENTEGRIS INC

+$1.3M

90,969 +33%

减持

— BANK AMERICA CORP

-$1.3M

10,329 -8%

建仓

— ALCON AG

+$1.2M

13,465

建仓

AVTR AVANTOR INC

+$1.0M

77,586

减持

BAC BANK AMERICA CORP

+$1.0M

185,026 -0%

减持

V VISA INC

-$1.0M

17,244 -15%

减持

ICE INTERCONTINENTAL EXCHANGE IN

-$907.2K

36,023 -17%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$868.3K

35,600 +27%

建仓

SPY SPDR S&P 500 ETF TR

+$818.0K

1,324

减持

ADSK AUTODESK INC

-$798.1K

11,890 -31%

增持

NVDA NVIDIA CORPORATION

+$793.9K

8,135 +79%

减持

HON HONEYWELL INTL INC

-$787.5K

57,182 -14%

减持

— LINDE PLC

-$713.6K

4,933 -24%

建仓

B BARRICK MNG CORP

+$707.9K

34,000

增持

META META PLATFORMS INC

+$698.6K

2,823 +17%

减持

EL LAUDER ESTEE COS INC

-$558.6K

9,391 -53%

减持

AMAT APPLIED MATLS INC

+$532.0K

26,524 -11%

清仓

TPL TEXAS PACIFIC LAND CORPORATI

-$516.7K

0 -100%

减持

TDY TELEDYNE TECHNOLOGIES INC

-$503.6K

10,161 -11%

清仓

GFL GFL ENVIRONMENTAL INC

-$486.7K

0 -100%

减持

UNP UNION PAC CORP

-$461.7K

5,537 -25%

清仓

CVX CHEVRON CORP NEW

-$443.3K

0 -100%

清仓

DEO DIAGEO PLC

-$438.0K

0 -100%

减持

PHYS SPROTT PHYSICAL GOLD TR

-$432.3K

168,463 -14%

清仓

TECK TECK RESOURCES LTD

-$353.4K

0 -100%

减持

SPGI S&P GLOBAL INC

+$316.7K

21,642 -1%

建仓

CVNA CARVANA CO

+$303.3K

900

清仓

AME AMETEK INC

-$279.7K

0 -100%

建仓

AVGO BROADCOM INC

+$275.6K

1,000

清仓

VRSN VERISIGN INC

-$255.6K

0 -100%

减持

ROP ROPER TECHNOLOGIES INC

-$244.3K

500 -44%

清仓

REGN REGENERON PHARMACEUTICALS

-$232.8K

0 -100%

清仓

COP CONOCOPHILLIPS

-$231.0K

0 -100%

清仓

EMXC ISHARES INC

-$218.2K

0 -100%

清仓

ORCL ORACLE CORP

-$214.3K

0 -100%

减持

ANSS ANSYS INC

+$214.2K

18,465 -7%

建仓

INDA ISHARES TR

+$200.8K

3,606

建仓

— FLUTTER ENTMT PLC

+$200.0K

700

减持

ADBE ADOBE INC

-$176.4K

1,733 -22%

减持

VEU VANGUARD INTL EQUITY INDEX F

-$153.6K

16,805 -21%

减持

— WELLS FARGO CO NEW

-$153.2K

4,665 -1%

清仓

— MARKETWISE INC

-$135.8K

0 -100%

减持

VYMI VANGUARD WHITEHALL FDS

-$122.4K

4,640 -31%

减持

TXN TEXAS INSTRS INC

-$119.1K

30,556 -15%

减持

VIGI VANGUARD WHITEHALL FDS

-$114.2K

3,900 -31%

减持

CP CANADIAN PACIFIC KANSAS CITY

+$110.2K

15,301 -3%

减持

WMB WILLIAMS COS INC

+$109.9K

110,501 -3%

减持

NOC NORTHROP GRUMMAN CORP

-$82.1K

2,568 -4%

增持

PEP PEPSICO INC

-$63.0K

13,303 +10%

减持

SPGP INVESCO EXCHANGE TRADED FD T

-$57.4K

6,710 -14%

减持

MOAT VANECK ETF TRUST

-$57.3K

9,095 -12%

减持

CSGP COSTAR GROUP INC

-$33.1K

14,342 -4%