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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 32
增持 73
减持 27
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$4.1M
1,071
-81%
减持
MSFT
MICROSOFT CORP
-$3.0M
16,211
-27%
减持
GOOGL
ALPHABET INC
-$2.8M
8,465
-63%
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。
清仓
NU
NU HLDGS LTD
-$2.7M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$2.6M
36,351
-36%
清仓
EME
EMCOR GROUP INC
-$2.4M
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$2.0M
0
-100%
清仓
FIX
COMFORT SYS USA INC
-$1.9M
0
-100%
建仓
PI
IMPINJ INC
+$1.9M
8,595
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
247,247
+5%
增持
AAPL
APPLE INC
+$1.6M
57,093
+3%
建仓
AVAV
AEROVIRONMENT INC
+$1.6M
8,081
清仓
—
ARISTA NETWORKS INC
-$1.5M
0
-100%
清仓
—
CAMTEK LTD
-$1.5M
0
-100%
清仓
GE
GE AEROSPACE
-$1.5M
0
-100%
建仓
ASTL
ALGOMA STL GROUP INC
+$1.4M
135,071
增持
AMZN
AMAZON COM INC
+$1.3M
25,523
+42%
建仓
IOT
SAMSARA INC
+$1.3M
26,834
建仓
DHI
D R HORTON INC
+$1.3M
6,560
增持
VTV
VANGUARD INDEX FDS
+$1.2M
65,962
+3%
建仓
HMY
HARMONY GOLD MINING CO LTD
+$1.2M
116,738
增持
QQQ
INVESCO QQQ TR
+$1.2M
4,823
+93%
增持
GSEW
GOLDMAN SACHS ETF TR
+$1.1M
128,321
+3%
减持
BHK
BLACKROCK CORE BD TR
-$1.0M
14,847
-87%
增持
VDC
VANGUARD WORLD FD
+$950.5K
41,421
+4%
建仓
—
NAVIOS MARITIME PARTNERS L P
+$935.3K
14,934
增持
—
XAI OCTAGN FLT RAT & ALT INM
+$875.8K
252,994
+110%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$865.6K
139,316
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$858.5K
178,254
+3%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$815.4K
40,227
增持
GSLC
GOLDMAN SACHS ETF TR
+$771.5K
65,411
+6%
增持
DPG
DUFF & PHELPS UTLITY AND INF
+$661.6K
259,100
+7%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$659.7K
118,751
+69%
建仓
STK
COLUMBIA SELIGM PREM TECH GR
+$657.5K
19,631
建仓
GAB
GABELLI EQUITY TR INC
+$648.1K
118,058
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$625.4K
119,716
+1%
增持
UTG
REAVES UTIL INCOME FD
+$618.1K
96,746
+3%
增持
IWF
ISHARES TR
+$615.0K
45,855
+1%
建仓
AVPT
AVEPOINT INC
+$611.4K
51,942
建仓
MCN
MADISON COVERED CALL & EQUIT
+$611.0K
85,814
建仓
AVUV
AMERICAN CENTY ETF TR
+$589.4K
6,143
增持
AGNC
AGNC INVT CORP
+$550.3K
129,296
+54%
增持
—
LAM RESEARCH CORP
-$533.3K
2,165
+0%
减持
VHT
VANGUARD WORLD FD
+$500.6K
35,734
-1%
增持
INTC
INTEL CORP
-$499.9K
67,331
+0%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$477.9K
161,408
+4%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$456.1K
100,082
+255%
增持
BSV
VANGUARD BD INDEX FDS
+$452.6K
63,594
+7%
减持
XLP
SELECT SECTOR SPDR TR
-$440.3K
6,706
-48%
增持
SCHX
SCHWAB STRATEGIC TR
+$432.0K
85,629
+2%
清仓
GDO
WESTERN ASSET GLOBAL CORP DE
-$429.3K
0
-100%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$416.9K
6,299
增持
VYM
VANGUARD WHITEHALL FDS
+$407.4K
37,428
+1%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$406.8K
8,704
增持
VNQ
VANGUARD INDEX FDS
+$391.7K
21,335
+6%
减持
VCR
VANGUARD WORLD FD
-$388.1K
2,675
-36%
减持
GLD
SPDR GOLD TR
-$373.2K
17,096
-19%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$355.1K
83,131
+6%
减持
URNM
SPROTT FDS TR
-$345.7K
7,081
-48%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$334.2K
32,022
+6%
增持
VB
VANGUARD INDEX FDS
+$333.5K
15,735
+1%
建仓
UPS
UNITED PARCEL SERVICE INC
+$328.9K
2,413
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$326.6K
160,318
+1%
增持
IJR
ISHARES TR
+$326.2K
15,416
+11%
增持
XRNPX
COHEN & STEERS REIT & PFD &
+$324.3K
87,548
+2%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$321.1K
0
-100%
清仓
DXCM
DEXCOM INC
-$320.2K
0
-100%
减持
TSLA
TESLA INC
+$318.2K
6,202
-6%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$309.9K
5,068
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$303.9K
82,504
+1%
增持
IFN
INDIA FD INC
+$303.0K
105,362
+11%
清仓
MDYG
SPDR SER TR
-$299.4K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$297.8K
0
-100%
增持
SBUX
STARBUCKS CORP
+$290.0K
5,132
+90%
减持
GOOG
ALPHABET INC
-$288.0K
8,082
-10%
增持
CCI
CROWN CASTLE INC
+$284.9K
11,563
+4%
建仓
ABT
ABBOTT LABS
+$281.4K
2,469
建仓
ENB
ENBRIDGE INC
+$277.7K
6,837
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$271.1K
8,928
减持
—
FIRST TR SPECIALTY FIN & FIN
-$260.6K
144,443
-34%
减持
MU
MICRON TECHNOLOGY INC
-$258.4K
2,420
-38%
增持
SHW
SHERWIN WILLIAMS CO
+$248.4K
2,980
+0%
增持
JRI
NUVEEN REAL ASSET INCOME & G
+$245.2K
138,069
+2%
建仓
SFM
SPROUTS FMRS MKT INC
+$245.0K
2,219
增持
WEA
WESTERN ASSET PREMIER BD FD
+$244.8K
212,530
+4%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$244.3K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$238.0K
38,111
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$237.9K
61,491
+0%
建仓
BITB
BITWISE BITCOIN ETF TR
+$227.5K
6,576
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$222.4K
135,736
+2%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$220.4K
1,874
清仓
PHM
PULTE GROUP INC
-$220.2K
0
-100%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$219.9K
5,714
建仓
PM
PHILIP MORRIS INTL INC
+$219.6K
1,809
清仓
VDE
VANGUARD WORLD FD
-$216.3K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$214.2K
969
建仓
ETR
ENTERGY CORP NEW
+$214.1K
1,627
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$211.7K
18,894
+7%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$211.4K
3,552
清仓
BMAY
INNOVATOR ETFS TRUST
-$209.0K
0
-100%
增持
SPHY
SPDR SER TR
+$209.0K
21,181
+64%
增持
IWY
ISHARES TR
+$208.0K
19,728
+2%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$206.8K
747
建仓
HNDL
STRATEGY SHS
+$205.7K
9,245
建仓
SPYM
SPDR SER TR
+$205.3K
3,041
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$205.1K
3,874
-0%
清仓
SCHA
SCHWAB STRATEGIC TR
-$204.1K
0
-100%
增持
RLTY
COHEN & STEERS REAL ESTATE O
+$202.8K
63,679
+2%
建仓
DTE
DTE ENERGY CO
+$201.1K
1,566
减持
FPF
FIRST TR INTER DURATN PFD &
-$196.9K
111,991
-14%
增持
IJH
ISHARES TR
+$196.3K
39,376
+2%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$195.8K
185,591
+2%
增持
VOO
VANGUARD INDEX FDS
+$195.7K
2,432
+12%
增持
USHY
ISHARES TR
+$195.0K
60,801
+5%
增持
SPSB
SPDR SER TR
+$193.0K
95,617
+5%
增持
DBL
DOUBLELINE OPPORTUNISTIC CR
+$186.9K
66,295
+18%
减持
WDI
WESTERN ASSET DIVERSIFIED IN
+$185.3K
148,801
-0%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$182.8K
52,263
+1%
减持
SCHV
SCHWAB STRATEGIC TR
+$182.6K
41,285
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$177.1K
4,234
+2%
减持
BIZD
VANECK ETF TRUST
-$174.9K
61,356
-12%
减持
SDHY
PGIM SHORT DUR HIG YLD OPP F
+$172.2K
136,309
-1%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$170.5K
66,344
+5%
增持
MGF
MFS GOVT MKTS INCOME TR
+$166.6K
328,369
+10%
增持
SPDW
SPDR INDEX SHS FDS
+$166.5K
31,141
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$165.4K
9,057
+2%
增持
O
REALTY INCOME CORP
+$164.7K
12,640
+5%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$164.3K
3,613
+60%
增持
PCN
PIMCO CORPORATE & INCM STRG
+$163.2K
132,232
+2%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$162.6K
42,574
+7%
减持
SCHD
SCHWAB STRATEGIC TR
+$160.4K
30,948
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$159.4K
10,986
+3%
增持
SPIB
SPDR SER TR
+$158.1K
77,158
+3%
减持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$152.5K
47,038
-25%
增持
—
EASTERLY GOVT PPTYS INC
+$149.7K
96,472
+3%
减持
ICSH
ISHARES TR
-$148.3K
6,740
-31%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$140.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$140.0K
1,412
+5%
减持
ACWV
ISHARES INC
+$137.4K
15,848
-1%
减持
PFN
PIMCO INCOME STRATEGY FD II
+$137.0K
349,736
-1%
增持
SCHW
SCHWAB CHARLES CORP
-$133.8K
15,730
+1%
增持
XYLD
GLOBAL X FDS
+$132.8K
9,503
+47%
增持
XLK
SELECT SECTOR SPDR TR
+$131.4K
18,207
+4%
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$131.3K
172,335
-0%
增持
VBK
VANGUARD INDEX FDS
+$128.6K
5,952
+2%
增持
PFFA
ETFIS SER TR I
+$128.4K
48,562
+4%
增持
USFR
WISDOMTREE TR
+$127.1K
11,193
+29%
增持
BUI
BLACKROCK UTILS INFRASTRUCTU
+$125.6K
43,279
+1%
减持
AMT
AMERICAN TOWER CORP NEW
+$124.9K
4,612
-5%
增持
GBTC
GRAYSCALE BITCOIN TR BTC
+$120.9K
21,487
+19%
