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Consolidated Portfolio Review Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Consolidated Portfolio Review Corp
报告期 2026-03-31 · CIK 0001972835
持仓数
34
前50大市值合计
$1.10B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 25
增持 51
减持 35
清仓 39
方向
标的
Δ市值
现股数(环比)
建仓
SCHX
SCHWAB STRATEGIC TR
+$4.4M
77,365
增持
AAPL
APPLE INC
+$3.6M
127,423
+4%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
13,650
+44%
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
CDC
VICTORY PORTFOLIOS II
-$2.4M
22,391
-66%
增持
PANW
PALO ALTO NETWORKS INC
+$2.3M
11,629
+151%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$2.1M
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$2.0M
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$1.9M
236,946
+6%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.9M
0
-100%
清仓
BKT
BLACKROCK INCOME TR INC
-$1.9M
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.8M
40,234
+167%
增持
CRM
SALESFORCE INC
+$1.8M
8,958
+232%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.8M
33,144
+152%
增持
GSEW
GOLDMAN SACHS ETF TR
+$1.6M
117,863
+12%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.6M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.5M
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$1.5M
14,473
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
114,139
+15%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$1.3M
18,322
减持
IWF
ISHARES TR
+$1.2M
39,269
-2%
减持
EWJ
ISHARES INC
-$1.2M
5,263
-80%
减持
MSFT
MICROSOFT CORP
+$1.1M
25,246
-5%
清仓
MTG
MGIC INVT CORP WIS
-$1.1M
0
-100%
减持
VHT
VANGUARD WORLD FDS
-$1.0M
39,702
-15%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$1.0M
0
-100%
增持
DGRO
ISHARES TR
+$981.5K
22,984
+346%
减持
GLD
SPDR GOLD TR
-$913.2K
9,206
-41%
减持
INTC
INTEL CORP
+$848.4K
58,745
-1%
清仓
SPDW
SPDR INDEX SHS FDS
-$823.9K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$778.6K
3,374
-81%
建仓
BGH
BARINGS GLOBAL SHORT DURATIO
+$776.6K
57,780
减持
DTD
WISDOMTREE TR
-$773.5K
8,123
-63%
增持
WDI
WESTERN ASSET DIVERSIFIED IN
+$765.1K
95,352
+118%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$703.0K
151,879
+3%
清仓
—
ISHARES TR
-$699.4K
0
-100%
减持
VFH
VANGUARD WORLD FDS
-$680.8K
10,964
-48%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$676.2K
0
-100%
建仓
—
PHYSICIANS RLTY TR
+$661.6K
49,707
建仓
HR
HEALTHCARE RLTY TR
+$656.0K
38,076
减持
AMZN
AMAZON COM INC
+$634.9K
38,589
-6%
建仓
URNM
SPROTT FDS TR
+$626.8K
12,986
减持
VDC
VANGUARD WORLD FDS
-$611.7K
39,757
-11%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$611.0K
127,378
+12%
增持
UTG
REAVES UTIL INCOME FD
+$586.9K
53,387
+57%
清仓
—
ISHARES TR
-$579.5K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$579.4K
0
-100%
减持
TOTL
SSGA ACTIVE ETF TR
-$554.5K
10,213
-59%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$552.6K
65,352
+53%
增持
SPY
SPDR S&P 500 ETF TR
+$550.3K
10,963
+1%
增持
SDHY
PGIM SHORT DUR HIG YLD OPP F
+$547.0K
150,095
+28%
减持
CVX
CHEVRON CORP NEW
-$524.6K
10,543
-15%
减持
MA
MASTERCARD INCORPORATED
+$482.1K
23,041
-2%
减持
XLK
SELECT SECTOR SPDR TR
+$469.0K
16,951
-1%
建仓
BCV
BANCROFT FD LTD
+$460.3K
28,804
增持
FPF
FIRST TR INTER DURATN PFD &
+$459.4K
168,911
+10%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$457.9K
154,963
-14%
减持
VPU
VANGUARD WORLD FDS
-$457.5K
12,027
-27%
增持
WEA
WESTERN ASSET PREMIER BD FD
+$455.4K
126,370
+40%
减持
VTV
VANGUARD INDEX FDS
+$433.3K
60,357
-3%
增持
IWY
ISHARES TR
+$420.3K
18,554
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$420.2K
38,211
+18%
清仓
—
NATIONAL INSTRS CORP
-$415.7K
0
-100%
建仓
—
STEALTHGAS INC
+$399.2K
61,797
建仓
NOW
SERVICENOW INC
+$390.7K
553
增持
PIM
PUTNAM MASTER INTER INCOME T
+$389.5K
243,530
+90%
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$383.7K
0
-100%
建仓
BLW
BLACKROCK LTD DURATION INCOM
+$382.6K
27,366
增持
AMD
ADVANCED MICRO DEVICES INC
+$382.3K
8,511
+0%
清仓
EWJV
ISHARES TR
-$370.4K
0
-100%
减持
TSLA
TESLA INC
-$366.6K
6,045
-19%
减持
VNQ
VANGUARD INDEX FDS
+$362.3K
38,428
-4%
减持
BA
BOEING CO
-$361.2K
7,985
-37%
增持
F
FORD MTR CO DEL
+$356.3K
72,255
+71%
增持
TPHD
TIMOTHY PLAN
+$354.3K
23,119
+72%
增持
IJH
ISHARES TR
+$348.3K
11,040
+2%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$345.0K
0
-100%
清仓
FEZ
SPDR INDEX SHS FDS
-$344.4K
0
-100%
增持
BHK
BLACKROCK CORE BD TR
+$336.4K
111,752
+26%
清仓
MO
ALTRIA GROUP INC
-$333.2K
0
-100%
减持
VB
VANGUARD INDEX FDS
+$326.1K
15,642
-2%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$325.7K
16,822
+86%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$320.6K
16,290
+37%
增持
PFN
PIMCO INCOME STRATEGY FD II
+$318.5K
378,023
+3%
增持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
+$314.0K
179,185
+7%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$309.3K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$307.9K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$307.3K
8,438
+119%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$307.3K
3,056
+121%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$304.3K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$298.0K
84
减持
VUG
VANGUARD INDEX FDS
+$296.5K
28,474
-9%
减持
ADBE
ADOBE INC
+$291.0K
5,421
-6%
增持
LLY
ELI LILLY & CO
+$277.1K
5,720
+0%
清仓
MET
METLIFE INC
-$275.2K
0
-100%
清仓
PBTP
INVESCO EXCH TRADED FD TR II
-$274.9K
0
-100%
增持
VCR
VANGUARD WORLD FDS
+$273.8K
4,360
+11%
清仓
PFF
ISHARES TR
-$270.4K
0
-100%
增持
DMO
WESTERN ASSET MTG DEFINED OP
+$268.3K
248,402
+6%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$266.5K
1,581
减持
MGK
VANGUARD WORLD FD
+$262.1K
10,118
-3%
建仓
FLRN
SPDR SER TR
+$260.4K
8,514
增持
DSI
ISHARES TR
+$260.3K
7,285
+47%
增持
ACWV
ISHARES INC
+$260.1K
22,664
+7%
建仓
UGI
UGI CORP NEW
+$255.5K
10,388
减持
VZ
VERIZON COMMUNICATIONS INC
+$255.2K
65,403
-4%
增持
CCI
CROWN CASTLE INC
+$254.5K
8,764
+7%
清仓
DE
DEERE & CO
-$250.4K
0
-100%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$249.2K
191,764
+9%
建仓
SHOP
SHOPIFY INC
+$244.6K
3,140
增持
—
EASTERLY GOVT PPTYS INC
+$242.0K
44,161
+44%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$241.3K
24,113
-2%
减持
V
VISA INC
+$240.9K
9,597
-2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$240.9K
7,536
-27%
清仓
IGM
ISHARES TR
-$240.2K
0
-100%
清仓
SUB
ISHARES TR
-$238.8K
0
-100%
清仓
FDX
FEDEX CORP
-$235.4K
0
-100%
增持
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$234.5K
27,966
+75%
建仓
EQR
EQUITY RESIDENTIAL
+$232.4K
3,799
清仓
KIE
SPDR SER TR
-$226.6K
0
-100%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$224.6K
2,770
增持
PODD
INSULET CORP
+$222.6K
3,713
+2%
清仓
EEM
ISHARES TR
-$221.5K
0
-100%
增持
PFO
FLAHERTY & CRUMRINE PFD INCO
+$220.3K
101,163
+29%
清仓
BIDU
BAIDU INC
-$219.3K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$218.5K
0
-100%
建仓
SPYV
SPDR SER TR
+$217.9K
4,674
增持
VOO
VANGUARD INDEX FDS
+$217.0K
3,513
+5%
建仓
SPHY
SPDR SER TR
+$216.0K
9,240
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$214.8K
79,132
+0%
清仓
SLYG
SPDR SER TR
-$211.8K
0
-100%
建仓
IWR
ISHARES TR
+$211.1K
2,715
清仓
MCK
MCKESSON CORP
-$210.0K
0
-100%
减持
META
META PLATFORMS INC
+$209.7K
3,930
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$207.2K
4,996
-39%
清仓
PM
PHILIP MORRIS INTL INC
-$206.7K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$206.4K
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$204.9K
26,674
+1%
建仓
SCHA
SCHWAB STRATEGIC TR
+$204.8K
4,335
建仓
AIQ
GLOBAL X FDS
+$204.2K
6,549
建仓
PPG
PPG INDS INC
+$203.2K
1,359
清仓
SCHB
SCHWAB STRATEGIC TR
-$203.2K
0
-100%
建仓
SPMD
SPDR SER TR
+$200.9K
4,124
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$200.9K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$194.8K
4,238
-49%
减持
WM
WASTE MGMT INC DEL
+$189.0K
7,217
-0%
减持
—
EXXON MOBIL CORP
-$188.1K
6,563
-9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$183.3K
8,785
+4%
增持
SHW
SHERWIN WILLIAMS CO
+$181.3K
2,978
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$178.0K
64,622
+1%
增持
COST
COSTCO WHSL CORP NEW
+$176.5K
1,790
+1%
