Unconventional Investor, LLC

报告期 2026-03-31 · CIK 0001910387

持仓数

前50大市值合计

$210.6M

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 30 项建仓 7增持 4减持 18清仓 1

方向

标的

Δ市值

现股数(环比)

减持

VTI Total Stock Market ETF

+$4.8M

204,206 -2%

减持

BRK/B Berkshire Hathaway; Class B

-$2.8M

55,620 -1%

建仓

IDEV ISHARES CORE MSCI INTRL DVLP MKT ETF

+$2.7M

36,160

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

VOO Vanguard S&P 500 ETF

+$1.8M

44,930 -3%

减持

VEA Vanguard FTSE Developed Markets ETF

+$1.3M

230,946 -1%

建仓

INDA ISHARES MSCI INDIA ETF

+$825.7K

14,830

增持

NVDA NVIDIA CORP

+$578.7K

11,534 +1%

建仓

FXC Canadian $ ETF

+$512.7K

7,140

建仓

FXA Invesco CurrencyShares Australian Dollar Trust

+$508.9K

7,804

减持

VXUS Vanguard Total International Stock ETF

+$404.8K

59,616 -0%

建仓

VYM VANGUARD HIGH DIVIDEND YIELD ETF

+$398.5K

2,989

减持

VPU Vanguard Utilities ETF

+$359.3K

82,619 -1%

建仓

PL PLANET LABS PBC CLASS A

+$305.0K

50,000

减持

VGSH VANGUARD SHORT TERM TREASURY ETF

-$298.0K

36,710 -12%

建仓

VGT VANGUARD INFORMATION TECHNOLOGY ETF

+$215.3K

325

清仓

ONTO ONTO INNOVATION INC

-$203.4K

0 -100%

减持

FDN FIRST TRUST INTERNET INDEX CF ETF

+$166.3K

4,825 -5%

增持

VGK VANGUARD FTSE EUROPE ETF

+$145.4K

17,805 +1%

减持

VEU Vanguard Int'l Equity Index ETF

+$144.4K

31,990 -3%

减持

AAPL Apple

-$130.6K

4,099 -6%

减持

SKYY FIRST TRUST CLOUD COMPUTING ETF

-$93.2K

2,000 -39%

减持

EWT ISHARES MSCI TAIWAN ETF

+$56.4K

8,074 -6%

增持

VNQ Vanguard REIT ETF

-$41.6K

54,276 +1%

减持

MSFT MICROSOFT CORP

+$34.8K

522 -13%

增持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$32.3K

3,745 +0%

减持

VXF VANGUARD EXTENDED MARKET ETF

+$29.6K

1,645 -1%

减持

JPM JPMORGAN CHASE & COMPANY

+$28.2K

940 -6%

减持

VTV VANGUARD VALUE ETF

+$21.8K

5,891 -0%

减持

AMZN AMAZON.COM INC

-$8.7K

941 -17%

减持

IEI Ishares Lehman Treas 3-7 yr

-$3.9K

2,737 -2%