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
26Q1 调仓2025-12-31 → 2026-03-31 · 共 61 项建仓 3增持 21减持 24清仓 13
增持
NLY ANNALY CAPITAL MANAGEMENT IN +$865.5K
287,049 +23%
增持
EMO CLEARBRIDGE ENERGY MIDSTREAM +$707.2K
39,849 +27%
增持
AVUV AMERICAN CENTY ETF TR +$679.9K
58,870 +3%
增持
AVIV AMERICAN CENTY ETF TR +$548.2K
120,142 +1%
增持
VEA VANGUARD TAX-MANAGED FDS +$547.5K
108,449 +6%
增持
VGSH VANGUARD SCOTTSDALE FDS +$485.6K
305,366 +3%
增持
VTIP VANGUARD MALVERN FDS +$475.3K
173,510 +5%
减持
SIVR ABRDN SILVER ETF TRUST -$339.0K
4,811 -52%
建仓
VZ VERIZON COMMUNICATIONS INC +$309.8K
6,171
减持
— EXXON MOBIL CORP
+$287.3K
6,530 -4%
清仓
— MEDTRONIC PLC
-$224.8K
0 -100%
建仓
GS GOLDMAN SACHS GROUP INC +$212.3K
251
增持
UTG REAVES UTIL INCOME FD +$202.9K
44,805 +5%
增持
VIG VANGUARD SPECIALIZED FUNDS +$94.1K
2,968 +20%
增持
DFSV DIMENSIONAL ETF TRUST +$80.5K
16,497 +9%
增持
JPC NUVEEN PFD & INCOME OPPORTUN +$61.2K
194,179 +12%
减持
IBM INTERNATIONAL BUSINESS MACHS -$57.4K
940 -2%
减持
AEM AGNICO EAGLE MINES LTD +$39.8K
1,300 -2%
减持
PM PHILIP MORRIS INTL INC -$32.2K
1,283 -16%
减持
EPD ENTERPRISE PRODS PARTNERS L +$26.0K
6,450 -5%
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。
