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 150 项建仓 18增持 61减持 69清仓 2
建仓
FTCB FIRST TR EXCHANGE-TRADED FD +$641.4K
30,600
增持
OTLK OUTLOOK THERAPEUTICS INC -$413.5K
710,162 +100%
增持
PPT PUTNAM PREMIER INCOME TR +$240.4K
97,387 +227%
减持
EPD ENTERPRISE PRODS PARTNERS L +$224.8K
42,293 -1%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL -$179.1K
3,265 -6%
增持
BINC BLACKROCK ETF TRUST II +$171.5K
45,874 +10%
增持
BALT INNOVATOR ETFS TRUST +$123.8K
4,250 +673%
建仓
XBFR INNOVATOR ETFS TRUST +$113.1K
4,610
增持
SFLR INNOVATOR ETFS TRUST +$110.1K
5,680 +130%
减持
SPY STATE STR SPDR S&P 500 ETF T -$103.0K
237 -37%
增持
BND VANGUARD BD INDEX FDS +$88.1K
2,202 +120%
增持
GPIQ GOLDMAN SACHS ETF TR +$87.2K
2,399 +303%
增持
BDX BECTON DICKINSON & CO -$68.2K
2,135 +3%
增持
HELO J P MORGAN EXCHANGE TRADED F +$62.6K
1,516 +194%
增持
AIRR FIRST TR EXCHANGE TRADED FD +$55.2K
2,653 +9%
建仓
LMBS FIRST TR EXCHANGE-TRADED FD +$54.9K
1,102
增持
PLTR PALANTIR TECHNOLOGIES INC +$49.1K
5,964 +29%
减持
JPST J P MORGAN EXCHANGE TRADED F -$45.7K
39,939 -2%
建仓
FTHI FIRST TR EXCHANGE TRADED FD +$44.8K
1,954
增持
SDVY FIRST TR EXCHANGE TRADED FD +$43.8K
14,272 +5%
减持
DIA STATE STR SPDR DOW JONES IND -$37.3K
1,646 -1%
增持
CIBR FIRST TR EXCHANGE-TRADED FD +$36.9K
1,039 +163%
增持
PDI PIMCO DYNAMIC INCOME FD +$34.5K
7,006 +45%
建仓
PIEQ PRINCIPAL EXCHANGE TRADED FD +$34.0K
1,000
增持
GRID FIRST TR EXCHANGE-TRADED FD +$33.7K
716 +31%
增持
RDVY FIRST TR EXCHANGE TRADED FD +$30.8K
4,218 +14%
减持
XIFR XPLR INFRASTRUCTURE LP -$30.1K
17,184 -19%
减持
— MEDTRONIC PLC
-$29.0K
2,800 -1%
增持
BUFB INNOVATOR ETFS TRUST +$28.2K
1,500 +114%
减持
PGF INVESCO EXCHANGE TRADED FD T -$24.3K
11,025 -11%
增持
CEG CONSTELLATION ENERGY CORP -$21.7K
770 +15%
增持
HFRO HIGHLAND OPPS & INCOME FD -$20.6K
91,642 +1%
减持
JEPI J P MORGAN EXCHANGE TRADED F -$19.7K
16,728 -1%
增持
GPIX GOLDMAN SACHS ETF TR +$17.9K
779 +95%
减持
VCSH VANGUARD SCOTTSDALE FDS -$16.9K
14,222 -1%
减持
PJP INVESCO EXCHANGE TRADED FD T -$16.5K
6,924 -2%
增持
JEPQ J P MORGAN EXCHANGE TRADED F +$13.1K
1,630 +22%
减持
— CARNIVAL CORP
-$12.8K
2,101 -5%
建仓
FAAR FIRST TR EXCHANGE TRAD FD VI +$11.8K
349
增持
AMD ADVANCED MICRO DEVICES INC -$11.1K
1,131 +0%
建仓
FMF FIRST TR EXCHANGE-TRADED FD +$10.9K
216
增持
IBIT ISHARES BITCOIN TRUST ETF -$10.3K
929 +0%
减持
TD TORONTO DOMINION BK ONT -$10.0K
700 -13%
建仓
FTLS FIRST TR EXCH TRADED FD III +$9.6K
136
减持
QQQM INVESCO EXCH TRADED FD TR II -$9.1K
50 -40%
增持
ELV ELEVANCE HEALTH INC FORMERLY +$8.2K
106 +63%
减持
VZ VERIZON COMMUNICATIONS INC -$7.8K
34 -85%
增持
DFAE DIMENSIONAL ETF TRUST +$7.7K
900 +29%
减持
BSV VANGUARD BD INDEX FDS -$7.6K
1,340 -6%
建仓
DDFM INNOVATOR ETFS TRUST +$7.5K
400
建仓
DDFJ INNOVATOR ETFS TRUST +$7.5K
400
减持
VPLS VANGUARD MALVERN FDS -$7.1K
1,620 -5%
建仓
DDFF INNOVATOR ETFS TRUST +$5.7K
300
建仓
MRVL MARVELL TECHNOLOGY INC +$5.5K
56
建仓
ZMAY INNOVATOR ETFS TRUST +$5.1K
200
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。
