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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 34
增持 19
减持 42
清仓 55
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$18.0M
38,271
-70%
减持
MA
MASTERCARD INCORPORATED
-$9.3M
1,070
-95%
建仓
—
SUPER MICRO COMPUTER INC
+$4.0M
3,962
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
SPY
SPDR S&P 500 ETF TR
-$3.7M
2,961
-73%
减持
PANW
PALO ALTO NETWORKS INC
-$3.2M
813
-93%
减持
ADBE
ADOBE INC
-$2.9M
582
-89%
建仓
UBER
UBER TECHNOLOGIES INC
+$2.9M
37,451
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$2.9M
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$2.7M
0
-100%
减持
GOOGL
ALPHABET INC
-$2.7M
7,287
-73%
建仓
DECK
DECKERS OUTDOOR CORP
+$2.6M
2,727
建仓
ARM
ARM HOLDINGS PLC
+$2.5M
19,674
清仓
SO
SOUTHERN CO
-$2.3M
0
-100%
清仓
PBI
PITNEY BOWES INC
-$2.2M
0
-100%
增持
META
META PLATFORMS INC
+$2.2M
7,358
+87%
清仓
BA
BOEING CO
-$2.1M
0
-100%
建仓
FIX
COMFORT SYS USA INC
+$2.0M
6,352
建仓
—
ARCH CAP GROUP LTD
+$1.9M
20,956
清仓
FTNT
FORTINET INC
-$1.9M
0
-100%
清仓
OKE
ONEOK INC NEW
-$1.8M
0
-100%
建仓
PHM
PULTE GROUP INC
+$1.8M
14,815
减持
NVDA
NVIDIA CORPORATION
-$1.7M
5,550
-59%
建仓
—
ARISTA NETWORKS INC
+$1.6M
5,502
建仓
SAIA
SAIA INC
+$1.5M
2,641
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.5M
10,992
减持
CVX
CHEVRON CORP NEW
-$1.3M
1,692
-84%
清仓
CRS
CARPENTER TECHNOLOGY CORP
-$1.3M
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$1.3M
0
-100%
清仓
CDC
VICTORY PORTFOLIOS II
-$1.3M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.3M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
5,096
-64%
减持
VHT
VANGUARD WORLD FD
-$1.2M
32,466
-18%
清仓
ABNB
AIRBNB INC
-$1.2M
0
-100%
建仓
AVGO
BROADCOM INC
+$1.2M
881
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.2M
1,173
-84%
增持
LLY
ELI LILLY & CO
+$1.2M
5,782
+1%
减持
VDC
VANGUARD WORLD FD
-$1.2M
31,535
-21%
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
2,299
-76%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.1M
17,602
减持
VTV
VANGUARD INDEX FDS
-$1.1M
48,706
-19%
减持
VPU
VANGUARD WORLD FD
-$1.1M
4,047
-66%
减持
TSLA
TESLA INC
-$974.0K
3,004
-50%
减持
V
VISA INC
-$939.2K
5,588
-42%
清仓
F
FORD MTR CO DEL
-$880.8K
0
-100%
增持
DPG
DUFF & PHELPS UTLITY AND INF
+$880.8K
139,846
+181%
建仓
BMAR
INNOVATOR ETFS TRUST
+$837.8K
20,106
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$793.2K
42,306
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$775.3K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$771.1K
1,785
-49%
减持
VFH
VANGUARD WORLD FD
-$764.3K
2,415
-78%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$752.1K
153,832
+1%
清仓
SRE
SEMPRA
-$749.2K
0
-100%
减持
MSFT
MICROSOFT CORP
-$743.6K
20,797
-18%
清仓
—
SPLUNK INC
-$734.6K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$718.5K
632
-65%
建仓
NJAN
INNOVATOR ETFS TRUST
+$687.4K
15,773
清仓
CSM
PROSHARES TR
-$682.7K
0
-100%
清仓
—
PHYSICIANS RLTY TR
-$661.6K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$654.1K
0
-100%
建仓
IBDS
ISHARES TR
+$629.4K
26,444
清仓
—
WELLS FARGO CO NEW
-$601.4K
0
-100%
清仓
VDE
VANGUARD WORLD FDS
-$594.1K
0
-100%
减持
AGG
ISHARES TR
-$592.5K
8,356
-41%
减持
VOT
VANGUARD INDEX FDS
-$559.1K
4,847
-37%
清仓
DTD
WISDOMTREE TR
-$531.1K
0
-100%
减持
HD
HOME DEPOT INC
-$527.6K
1,713
-50%
建仓
PMAR
INNOVATOR ETFS TRUST
+$527.5K
14,331
清仓
—
BANK AMERICA CORP
-$524.1K
0
-100%
清仓
NOBL
PROSHARES TR
-$518.3K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$513.4K
78,582
+2%
建仓
IBTH
ISHARES TR
+$512.1K
23,109
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$510.5K
80,549
+23%
减持
IWF
ISHARES TR
+$507.4K
36,827
-6%
建仓
XSHQ
INVESCO EXCH TRADED FD TR II
+$499.1K
12,120
减持
BIV
VANGUARD BD INDEX FDS
-$489.4K
233,534
-1%
清仓
MCD
MCDONALDS CORP
-$484.1K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$481.5K
11,018
+121%
建仓
XLE
SELECT SECTOR SPDR TR
+$477.1K
5,054
增持
BCV
BANCROFT FD LTD
+$472.5K
58,336
+103%
减持
NEE
NEXTERA ENERGY INC
-$471.7K
3,976
-67%
清仓
—
AON PLC
-$432.2K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$429.6K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$420.2K
0
-100%
增持
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$418.3K
46,007
+65%
建仓
EJAN
INNOVATOR ETFS TRUST
+$412.9K
14,269
清仓
SPGI
S&P GLOBAL INC
-$408.1K
0
-100%
清仓
—
STEALTHGAS INC
-$399.2K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$397.8K
7,999
-28%
清仓
TSCO
TRACTOR SUPPLY CO
-$395.2K
0
-100%
增持
IWY
ISHARES TR
+$394.7K
18,686
+1%
清仓
PAYX
PAYCHEX INC
-$393.0K
0
-100%
减持
GSEW
GOLDMAN SACHS ETF TR
+$388.7K
113,893
-3%
减持
VOO
VANGUARD INDEX FDS
-$384.0K
2,393
-32%
减持
GOOG
ALPHABET INC
-$375.8K
7,705
-30%
建仓
XRNPX
COHEN & STEERS REIT & PFD &
+$360.2K
17,130
清仓
EMR
EMERSON ELEC CO
-$353.9K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$351.7K
33,448
+1%
减持
CRM
SALESFORCE INC
-$343.5K
6,686
-25%
增持
FPF
FIRST TR INTER DURATN PFD &
+$334.1K
172,380
+2%
清仓
PFE
PFIZER INC
-$315.8K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$314.2K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$308.5K
0
-100%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$307.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$302.4K
0
-100%
清仓
—
ETF MANAGERS TR
-$302.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$302.0K
3,047
-54%
清仓
DWM
WISDOMTREE TR
-$300.9K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$297.2K
35,826
-7%
清仓
SYK
STRYKER CORPORATION
-$294.5K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$289.5K
38,103
-16%
减持
VYM
VANGUARD WHITEHALL FDS
-$288.4K
30,866
-14%
清仓
SOXX
ISHARES TR
-$285.7K
0
-100%
建仓
IBHG
ISHARES TR
+$281.8K
12,658
清仓
TXN
TEXAS INSTRS INC
-$274.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$271.7K
0
-100%
减持
ORCL
ORACLE CORP
-$270.5K
1,717
-63%
建仓
RFI
COHEN & STEERS TOTAL RETURN
+$268.5K
22,585
清仓
AMGN
AMGEN INC
-$265.8K
0
-100%
清仓
—
PIONEER NAT RES CO
-$265.1K
0
-100%
建仓
EME
EMCOR GROUP INC
+$260.5K
744
建仓
BUI
BLACKROCK UTILS INFRASTRUCTU
+$260.5K
12,075
建仓
O
REALTY INCOME CORP
+$259.3K
4,793
清仓
KIO
KKR INCOME OPPORTUNITIES FD
-$259.2K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$257.3K
0
-100%
减持
CCI
CROWN CASTLE INC
-$257.1K
7,110
-19%
清仓
LIT
GLOBAL X FDS
-$255.3K
0
-100%
减持
IEFA
ISHARES TR
-$255.2K
7,349
-35%
清仓
EQNR
EQUINOR ASA
-$253.7K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$249.0K
109,427
-4%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$246.9K
26,921
+1%
清仓
SHOP
SHOPIFY INC
-$244.6K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$243.5K
40,326
+0%
增持
JRI
NUVEEN REAL ASSET INCOME & G
+$243.1K
97,607
+25%
增持
BGH
BARINGS GLOBAL SHORT DURATIO
+$241.5K
71,196
+23%
建仓
DE
DEERE & CO
+$234.6K
571
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$234.1K
1,226
增持
UTG
REAVES UTIL INCOME FD
+$233.7K
61,618
+15%
增持
INTC
INTEL CORP
-$229.2K
61,641
+5%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$226.8K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$225.2K
0
-100%
建仓
—
ASML HOLDING N V
+$225.1K
232
增持
SCHD
SCHWAB STRATEGIC TR
+$222.4K
32,808
+3%
清仓
LQD
ISHARES TR
-$221.8K
0
-100%
建仓
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$221.1K
15,208
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$218.9K
34,974
-8%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$218.7K
0
-100%
建仓
SPSM
SPDR SER TR
+$217.8K
5,060
建仓
IWD
ISHARES TR
+$216.4K
1,208
建仓
XYLD
GLOBAL X FDS
+$215.6K
5,285
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$214.3K
3,792
-2%
