小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 50
增持 71
减持 21
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$5.7M
41,295
+5%
减持
MSTR
MICROSTRATEGY INC
+$4.5M
42,532
-3%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$4.0M
150,414
+7%
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
IVV
ISHARES TR
+$3.3M
6,967
+270%
增持
AAPL
APPLE INC
-$3.1M
204,052
+1%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
43,386
+13%
增持
VUG
VANGUARD INDEX FDS
+$2.6M
37,253
+1%
增持
IWF
ISHARES TR
+$2.5M
37,739
+1%
增持
QQQ
INVESCO QQQ TR
+$2.1M
9,485
+43%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$2.1M
60,123
+43%
清仓
—
SPOTIFY TECHNOLOGY S A
-$2.0M
0
-100%
建仓
GSUS
GOLDMAN SACHS ETF TR
+$2.0M
23,309
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.9M
72,900
+11%
减持
SDHY
PGIM SHORT DUR HIG YLD OPP F
-$1.9M
11,553
-91%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$1.8M
128,837
增持
BKT
BLACKROCK INCOME TR INC
+$1.7M
197,232
+312%
建仓
GCOR
GOLDMAN SACHS ETF TR
+$1.7M
42,155
减持
NFLX
NETFLIX INC
-$1.7M
445
-82%
增持
AMZN
AMAZON COM INC
+$1.7M
32,454
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
6,896
+45%
增持
BHK
BLACKROCK CORE BD TR
+$1.5M
173,316
+1179%
增持
PCN
PIMCO CORPORATE & INCM STRG
+$1.4M
246,428
+98%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$1.4M
37,364
-65%
清仓
JRI
NUVEEN REAL ASSET INCOME & G
-$1.4M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
188,949
+2%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
24,784
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
143,374
+31%
清仓
PFFA
ETFIS SER TR I
-$1.1M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
4,383
+63%
清仓
—
EASTERLY GOVT PPTYS INC
-$1.0M
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.0M
70,998
+3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$999.1K
21,890
+321%
增持
GSIE
GOLDMAN SACHS ETF TR
+$977.8K
39,846
+136%
减持
VHT
VANGUARD WORLD FD
-$977.0K
32,234
-5%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$959.8K
123,060
+4%
建仓
DEA
EASTERLY GOVT PPTYS INC
+$954.6K
43,001
增持
RVT
ROYCE SMALL CAP TRUST INC
+$954.1K
107,300
+131%
增持
AVGO
BROADCOM INC
+$949.9K
5,730
+52%
建仓
GE
GE AEROSPACE
+$949.5K
3,689
建仓
JANW
AIM ETF PRODUCTS TRUST
+$868.5K
24,861
增持
BSV
VANGUARD BD INDEX FDS
+$819.4K
76,603
+15%
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$817.1K
16,000
减持
XLK
SELECT SECTOR SPDR TR
+$808.7K
17,352
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$808.7K
286,388
+2%
减持
AGNC
AGNC INVT CORP
-$805.1K
25,934
-76%
增持
AGG
ISHARES TR
+$804.5K
19,499
+71%
增持
SLV
ISHARES SILVER TR
+$802.3K
135,172
+15%
增持
OVLH
LISTED FDS TR
+$795.2K
36,094
+124%
建仓
USFR
WISDOMTREE TR
+$787.4K
15,651
减持
BIZD
VANECK ETF TRUST
-$780.4K
37,717
-55%
建仓
TFLO
ISHARES TR
+$778.4K
15,369
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$773.2K
10,247
+4%
增持
LRCX
LAM RESEARCH CORP
+$765.8K
24,246
+11%
减持
DPG
DUFF & PHELPS UTLITY AND INF
-$756.6K
180,011
-26%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$756.4K
15,192
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$748.9K
149,006
+4%
增持
PAXS
PIMCO ACCESS INCOME FUND
+$701.0K
152,030
+53%
增持
WMT
WALMART INC
+$700.8K
46,442
+6%
建仓
EFV
ISHARES TR
+$694.7K
10,943
减持
T
AT&T INC
-$685.4K
41,226
-38%
增持
SCHD
SCHWAB STRATEGIC TR
+$682.0K
126,532
+32%
建仓
DYNF
BLACKROCK ETF TRUST
+$676.6K
12,423
增持
GOOGL
ALPHABET INC
+$674.1K
17,605
+12%
减持
INTC
INTEL CORP
-$662.8K
31,255
-48%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$661.5K
45,679
+0%
建仓
—
ASML HOLDING N V
+$657.1K
820
增持
META
META PLATFORMS INC
+$656.7K
2,863
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$636.4K
140,600
+1%
增持
GSEW
GOLDMAN SACHS ETF TR
+$633.5K
105,928
+1%
减持
IWY
ISHARES TR
+$614.6K
17,940
-1%
增持
GOOG
ALPHABET INC
+$604.2K
14,633
+15%
建仓
JNK
SPDR SERIES TRUST
+$591.8K
6,084
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$580.8K
153,320
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$578.3K
10,303
+5%
增持
PPLT
ABRDN PLATINUM ETF TRUST
+$575.5K
16,500
+4%
增持
TSLA
TESLA INC
+$564.8K
7,343
+8%
增持
QUAL
ISHARES TR
+$553.9K
5,673
+101%
增持
VTV
VANGUARD INDEX FDS
+$553.4K
78,026
+2%
建仓
DECT
AIM ETF PRODUCTS TRUST
+$537.2K
16,090
增持
COST
COSTCO WHSL CORP NEW
+$536.8K
1,574
+46%
建仓
GEV
GE VERNOVA INC
+$535.0K
1,011
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$516.2K
11,894
+25%
建仓
SMR
NUSCALE PWR CORP
+$516.0K
13,043
增持
IEFA
ISHARES TR
+$511.1K
18,201
+37%
建仓
UGA
UNITED STS GASOLINE FD LP
+$499.9K
8,302
增持
IVW
ISHARES TR
+$497.5K
6,612
+166%
减持
MGK
VANGUARD WORLD FD
+$488.4K
9,981
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$485.5K
21,178
+68%
建仓
NVBT
AIM ETF PRODUCTS TRUST
+$483.4K
14,078
增持
RLTY
COHEN & STEERS REAL ESTATE O
+$482.9K
144,035
+30%
增持
WISE
THEMES ETF TR
+$479.4K
35,343
+36%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$477.0K
6,694
建仓
REXR
REXFORD INDL RLTY INC
+$475.9K
13,378
增持
DFUS
DIMENSIONAL ETF TRUST
+$471.4K
15,945
+61%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$466.4K
152,212
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$456.5K
9,527
+1%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$451.4K
9,118
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$437.3K
3,208
建仓
XIDE
FIRST TR EXCHNG TRADED FD VI
+$436.8K
14,399
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$432.7K
122,249
-1%
增持
GIGB
GOLDMAN SACHS ETF TR
+$428.2K
19,568
+90%
建仓
FISV
FISERV INC
+$418.1K
2,425
增持
XRNPX
COHEN & STEERS REIT & PFD &
+$407.7K
113,031
+15%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$407.0K
98,444
-0%
清仓
OGIG
ALPS ETF TR
-$404.5K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$400.1K
800
建仓
APH
AMPHENOL CORP NEW
+$397.9K
4,029
建仓
WTV
WISDOMTREE TR
+$396.9K
4,594
清仓
SH
PROSHARES TR
-$395.0K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$389.9K
1,461
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$389.3K
25,962
+77%
建仓
DECU
AIM ETF PRODUCTS TRUST
+$386.1K
15,159
建仓
JRS
NUVEEN REAL ESTATE INCOME FD
+$385.0K
49,483
建仓
GD
GENERAL DYNAMICS CORP
+$384.7K
1,319
增持
IVE
ISHARES TR
+$382.4K
3,073
+169%
减持
ORCL
ORACLE CORP
+$380.4K
4,938
-1%
增持
NOW
SERVICENOW INC
+$380.2K
836
+39%
建仓
BILS
SPDR SERIES TRUST
+$380.1K
3,823
减持
PFO
FLAHERTY & CRUMRINE PFD INCO
-$374.6K
10,607
-79%
建仓
NEAR
ISHARES U S ETF TR
+$373.4K
7,308
建仓
GSST
GOLDMAN SACHS ETF TR
+$367.6K
7,269
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$366.4K
23,311
+46%
建仓
MUB
ISHARES TR
+$365.9K
3,503
减持
XGDVX
GABELLI DIVID & INCOME TR
-$360.3K
12,225
-57%
建仓
NVBU
AIM ETF PRODUCTS TRUST
+$357.5K
13,453
建仓
EIX
EDISON INTL
+$357.4K
6,927
增持
SPSB
SPDR SERIES TRUST
+$355.2K
108,461
+12%
增持
—
TORTOISE SUSTAINABLE & SOCIA
+$354.6K
41,847
+201%
增持
CTAS
CINTAS CORP
+$352.3K
4,663
+40%
减持
BIV
VANGUARD BD INDEX FDS
-$339.8K
241,902
-3%
建仓
MBB
ISHARES TR
+$338.2K
3,602
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$337.7K
21,452
+3%
建仓
VRT
VERTIV HOLDINGS CO
+$337.7K
2,630
建仓
BSX
BOSTON SCIENTIFIC CORP
+$336.8K
3,136
清仓
UNH
UNITEDHEALTH GROUP INC
-$333.3K
0
-100%
建仓
XIMR
FIRST TR EXCHNG TRADED FD VI
+$327.8K
10,504
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$324.1K
8,464
建仓
VTIP
VANGUARD MALVERN FDS
+$323.3K
6,431
建仓
EFG
ISHARES TR
+$322.7K
2,881
建仓
SOXX
ISHARES TR
+$321.9K
1,348
建仓
AJG
GALLAGHER ARTHUR J & CO
+$319.8K
999
增持
SCHV
SCHWAB STRATEGIC TR
+$319.4K
138,975
+5%
建仓
SFM
SPROUTS FMRS MKT INC
+$316.8K
1,924
建仓
—
ROYAL CARIBBEAN GROUP
+$305.6K
976
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$302.1K
38,879
+35%
清仓
COWZ
PACER FDS TR
-$301.8K
0
-100%
建仓
GEM
GOLDMAN SACHS ETF TR
+$301.4K
8,101
增持
IEMG
ISHARES INC
+$301.0K
16,241
+30%
减持
CVX
CHEVRON CORP NEW
-$299.0K
11,728
-1%
增持
PG
PROCTER AND GAMBLE CO
-$290.0K
28,910
+1%
