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
25Q4 调仓2025-09-30 → 2025-12-31 · 共 77 项建仓 6增持 36减持 33清仓 2
增持
FTCB FIRST TR EXCHANGE-TRADED FD +$8.1M
432,838 +782%
建仓
CGGR CAPITAL GROUP GROWTH ETF +$7.0M
158,411
建仓
CGDV CAPITAL GROUP DIVIDEND VALUE +$3.3M
75,043
减持
RDVY FIRST TR EXCHANGE TRADED FD -$2.8M
54,087 -45%
增持
DFAI DIMENSIONAL ETF TRUST +$647.9K
107,875 +13%
增持
DFAU DIMENSIONAL ETF TRUST +$585.1K
118,842 +9%
增持
DGCB DIMENSIONAL ETF TRUST +$353.4K
130,026 +8%
减持
SKYY FIRST TR EXCHANGE TRADED FD -$223.9K
3,371 -32%
建仓
VIG VANGUARD SPECIALIZED FUNDS +$202.0K
919
建仓
XMMO INVESCO EXCHANGE TRADED FD T +$201.6K
1,456
增持
DFIV DIMENSIONAL ETF TRUST +$170.5K
32,844 +3%
减持
CIBR FIRST TR EXCHANGE TRADED FD -$124.0K
9,130 -11%
增持
LMBS FIRST TR EXCHANGE-TRADED FD +$116.7K
55,951 +4%
增持
AIRR FIRST TR EXCHANGE TRADED FD +$103.7K
25,384 +3%
减持
GRID FIRST TR EXCHANGE TRADED FD -$82.9K
3,496 -15%
增持
FPE FIRST TR EXCH TRADED FD III +$74.1K
120,674 +4%
增持
PGHY INVESCO EXCH TRADED FD TR II +$52.5K
23,762 +13%
减持
XLV SELECT SECTOR SPDR TR +$48.2K
4,892 -4%
增持
BSV VANGUARD BD INDEX FDS +$39.7K
5,713 +10%
减持
FBT FIRST TR EXCHANGE-TRADED FD -$18.4K
2,843 -16%
增持
XLF SELECT SECTOR SPDR TR +$18.2K
19,633 +0%
增持
XLU SELECT SECTOR SPDR TR -$15.0K
9,277 +97%
增持
KNG FIRST TR EXCHANGE-TRADED FD +$13.3K
15,769 +2%
减持
VYM VANGUARD WHITEHALL FDS +$6.8K
13,981 -1%
增持
VCSH VANGUARD SCOTTSDALE FDS +$6.0K
6,451 +1%
增持
HYLS FIRST TR EXCHANGE-TRADED FD +$1.9K
10,270 +1%
减持
DFAE DIMENSIONAL ETF TRUST -$1.7K
38,683 -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。
