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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 38
增持 68
减持 23
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.1M
55,350
+45%
增持
VUG
VANGUARD INDEX FDS
+$4.9M
36,836
+43%
增持
IWF
ISHARES TR
+$4.2M
45,535
+24%
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
GOOGL
ALPHABET INC
+$3.1M
22,812
+213%
清仓
UBER
UBER TECHNOLOGIES INC
-$2.9M
0
-100%
增持
GLD
SPDR GOLD TR
+$2.7M
21,062
+136%
建仓
NU
NU HLDGS LTD
+$2.7M
207,460
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.7M
61,861
+62%
清仓
DECK
DECKERS OUTDOOR CORP
-$2.6M
0
-100%
清仓
ARM
ARM HOLDINGS PLC
-$2.5M
0
-100%
减持
AMZN
AMAZON COM INC
-$2.4M
17,918
-45%
增持
VTV
VANGUARD INDEX FDS
+$2.4M
64,188
+32%
减持
META
META PLATFORMS INC
-$2.2M
2,659
-64%
增持
EME
EMCOR GROUP INC
+$2.2M
6,635
+792%
清仓
CRM
SALESFORCE INC
-$2.0M
0
-100%
减持
—
SUPER MICRO COMPUTER INC
-$2.0M
2,430
-39%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
56,772
+923%
清仓
—
ARCH CAP GROUP LTD
-$1.9M
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$1.9M
0
-100%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$1.8M
154,901
增持
XLE
SELECT SECTOR SPDR TR
+$1.8M
24,785
+390%
建仓
PCN
PIMCO CORPORATE & INCM STRG
+$1.7M
129,687
增持
VDC
VANGUARD WORLD FD
+$1.7M
39,892
+27%
减持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$1.6M
62,504
-63%
减持
PHM
PULTE GROUP INC
-$1.6M
2,000
-87%
清仓
SAIA
SAIA INC
-$1.5M
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.5M
0
-100%
建仓
—
CAMTEK LTD
+$1.5M
11,665
建仓
GE
GE AEROSPACE
+$1.5M
9,133
减持
VNQ
VANGUARD INDEX FDS
-$1.4M
20,138
-44%
增持
XRNPX
COHEN & STEERS REIT & PFD &
+$1.4M
85,809
+401%
减持
—
FIRST TR SPECIALTY FIN & FIN
-$1.3M
218,118
-61%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
12,417
+144%
增持
MSFT
MICROSOFT CORP
+$1.2M
22,262
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
173,109
+18%
减持
VV
VANGUARD INDEX FDS
-$1.1M
3,843
-55%
减持
V
VISA INC
-$1.0M
1,957
-65%
增持
DPG
DUFF & PHELPS UTLITY AND INF
+$1.0M
242,139
+73%
建仓
SPDW
SPDR INDEX SHS FDS
+$1.0M
28,597
建仓
FNDX
SCHWAB STRATEGIC TR
+$989.3K
14,770
建仓
PFFA
ETFIS SER TR I
+$980.3K
46,615
建仓
DTD
WISDOMTREE TR
+$965.2K
13,627
减持
IJH
ISHARES TR
-$936.0K
38,579
-27%
增持
VFH
VANGUARD WORLD FD
+$918.6K
11,673
+383%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$918.4K
39,721
+134%
增持
UTG
REAVES UTIL INCOME FD
+$894.9K
93,562
+52%
建仓
DBL
DOUBLELINE OPPORTUNISTIC CR
+$861.9K
56,113
建仓
—
XAI OCTAGN FLT RAT & ALT INM
+$849.6K
120,513
减持
BCAT
BLACKROCK CAP ALLOCATION TER
-$835.2K
36,281
-58%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$812.4K
159,417
+4%
增持
WEA
WESTERN ASSET PREMIER BD FD
+$808.7K
205,204
+62%
增持
VHT
VANGUARD WORLD FD
+$800.6K
36,028
+11%
增持
WDI
WESTERN ASSET DIVERSIFIED IN
+$783.7K
149,057
+58%
增持
TSLA
TESLA INC
+$776.4K
6,592
+119%
增持
XLK
SELECT SECTOR SPDR TR
+$764.2K
17,589
+14%
清仓
USMV
ISHARES TR
-$712.1K
0
-100%
减持
FPF
FIRST TR INTER DURATN PFD &
-$704.9K
129,784
-25%
增持
SPY
SPDR S&P 500 ETF TR
+$703.7K
4,139
+40%
增持
TOTL
SSGA ACTIVE ETF TR
+$689.9K
24,332
+252%
增持
BUI
BLACKROCK UTILS INFRASTRUCTU
+$688.6K
42,846
+255%
增持
VPU
VANGUARD WORLD FD
+$685.2K
8,533
+111%
减持
ACWV
ISHARES INC
-$680.0K
16,033
-28%
增持
RLTY
COHEN & STEERS REAL ESTATE O
+$679.5K
62,224
+345%
增持
QQQ
INVESCO QQQ TR
+$660.8K
2,505
+106%
增持
VYM
VANGUARD WHITEHALL FDS
+$656.4K
37,022
+20%
增持
INTC
INTEL CORP
-$643.2K
67,144
+9%
减持
DMO
WESTERN ASSET MTG DEFINED OP
-$631.3K
188,428
-23%
建仓
WISE
THEMES ETF TR
+$615.8K
21,955
减持
AVGO
BROADCOM INC
-$610.5K
347
-61%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$603.0K
14,006
减持
CEFS
EXCHANGE LISTED FDS TR
-$600.3K
14,775
-67%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$581.6K
4,012
+242%
增持
GSEW
GOLDMAN SACHS ETF TR
+$579.3K
124,683
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$578.2K
5,136
+123%
减持
LLY
ELI LILLY & CO
+$573.0K
5,601
-3%
减持
BIZD
VANECK ETF TRUST
-$550.3K
69,607
-32%
增持
—
EASTERLY GOVT PPTYS INC
+$526.8K
93,804
+70%
增持
MGK
VANGUARD WORLD FD
+$518.7K
10,225
+9%
增持
VGT
VANGUARD WORLD FD
+$511.4K
2,510
+41%
建仓
MU
MICRON TECHNOLOGY INC
+$509.3K
3,872
增持
SCHX
SCHWAB STRATEGIC TR
+$501.1K
83,703
+7%
增持
CVX
CHEVRON CORP NEW
+$495.3K
4,873
+188%
增持
IWY
ISHARES TR
+$487.4K
19,267
+3%
增持
JRI
NUVEEN REAL ASSET INCOME & G
+$484.6K
134,938
+38%
增持
GOOG
ALPHABET INC
+$466.0K
8,937
+16%
清仓
GLW
CORNING INC
-$422.6K
0
-100%
增持
—
EXXON MOBIL CORP
+$412.2K
6,657
+118%
增持
HYI
WESTERN ASSET HIGH YIELD DEF
+$411.0K
71,800
+104%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$398.9K
132,599
+8%
清仓
PAVE
GLOBAL X FDS
-$381.3K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$378.2K
132,557
+2%
增持
O
REALTY INCOME CORP
+$377.6K
12,058
+152%
建仓
PLD
PROLOGIS INC.
+$371.4K
3,307
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$355.4K
6,300
增持
AGG
ISHARES TR
+$354.7K
12,085
+45%
增持
CCI
CROWN CASTLE INC
+$334.3K
11,123
+56%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$327.4K
310
建仓
NFLX
NETFLIX INC
+$326.6K
484
建仓
SPGI
S&P GLOBAL INC
+$326.2K
731
建仓
MRVL
MARVELL TECHNOLOGY INC
+$321.1K
4,593
建仓
AMD
ADVANCED MICRO DEVICES INC
+$317.6K
1,958
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$316.4K
118,045
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$316.3K
33,891
+1%
增持
GSY
POWERSHARES ACTIVELY MANAGED
+$311.7K
63,299
+11%
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$309.9K
172,859
-9%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$303.9K
17,606
+38%
建仓
SRLN
SSGA ACTIVE ETF TR
+$298.8K
7,147
增持
TLT
ISHARES TR
+$298.2K
9,402
+58%
增持
AMT
AMERICAN TOWER CORP NEW
+$297.7K
4,875
+48%
建仓
MCK
MCKESSON CORP
+$293.8K
503
减持
SDHY
PGIM SHORT DUR HIG YLD OPP F
-$292.1K
137,434
-12%
建仓
MET
METLIFE INC
+$289.7K
4,127
建仓
IGM
ISHARES TR
+$285.9K
3,032
清仓
BOTZ
GLOBAL X FDS
-$284.8K
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$282.9K
30,298
+13%
减持
PFN
PIMCO INCOME STRATEGY FD II
-$282.5K
352,582
-6%
增持
XLV
SELECT SECTOR SPDR TR
+$280.8K
9,592
+27%
建仓
MO
ALTRIA GROUP INC
+$279.6K
6,139
建仓
SLV
ISHARES SILVER TR
+$278.5K
10,483
增持
IEFA
ISHARES TR
+$265.3K
11,161
+52%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$264.7K
2,263
减持
BSV
VANGUARD BD INDEX FDS
-$259.1K
59,342
-5%
增持
HR
HEALTHCARE RLTY TR
+$256.4K
54,029
+21%
增持
AGNC
AGNC INVT CORP
+$255.0K
84,084
+52%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$244.3K
3,900
清仓
PNC
PNC FINL SVCS GROUP INC
-$242.7K
0
-100%
增持
ORCL
ORACLE CORP
+$236.2K
3,201
+86%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$234.1K
0
-100%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$232.6K
6,648
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$225.6K
9,620
+20%
增持
XLU
SELECT SECTOR SPDR TR
+$224.0K
10,685
+39%
建仓
EMR
EMERSON ELEC CO
+$223.0K
2,024
清仓
GPN
GLOBAL PMTS INC
-$222.8K
0
-100%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$219.2K
51,655
+22%
建仓
LQD
ISHARES TR
+$218.6K
2,041
清仓
SPSM
SPDR SER TR
-$217.8K
0
-100%
清仓
SPMD
SPDR SER TR
-$217.4K
0
-100%
清仓
IWD
ISHARES TR
-$216.4K
0
-100%
建仓
VDE
VANGUARD WORLD FD
+$216.3K
1,696
建仓
SLYG
SPDR SER TR
+$212.7K
2,477
清仓
SCHB
SCHWAB STRATEGIC TR
-$212.2K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$210.3K
2,701
建仓
BMAY
INNOVATOR ETFS TRUST
+$209.0K
5,504
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$209.0K
70,421
-18%
建仓
KMI
KINDER MORGAN INC DEL
+$208.2K
10,480
清仓
PEP
PEPSICO INC
-$207.0K
0
-100%
清仓
KEY
KEYCORP
-$206.0K
0
-100%
建仓
SOXX
ISHARES TR
+$205.2K
832
增持
VZ
VERIZON COMMUNICATIONS INC
+$203.6K
61,196
+11%
增持
IJR
ISHARES TR
+$201.5K
13,846
+20%
