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 56 项建仓 10增持 33减持 9清仓 4
建仓
GSST GOLDMAN SACHS ETF TR +$56.3M
1,114,284
增持
PSQO PALMER SQUARE FUNDS TR +$10.0M
509,141 +2484%
建仓
PSQA PALMER SQUARE FUNDS TR +$5.0M
245,109
建仓
AVXC AMERICAN CENTY ETF TR +$2.2M
32,813
增持
AVLV AMERICAN CENTY ETF TR +$1.9M
210,327 +6%
减持
SPY STATE STR SPDR S&P 500 ETF T -$1.1M
11,894 -8%
增持
JIRE J P MORGAN EXCHANGE TRADED F +$731.2K
120,162 +8%
增持
— EXXON MOBIL CORP
+$496.7K
9,398 +3%
建仓
VZ VERIZON COMMUNICATIONS INC +$216.6K
4,315
减持
MDY STATE STR SPDR S&P MIDCAP 40 -$202.6K
4,751 -9%
建仓
ED CONSOLIDATED EDISON INC +$201.4K
1,779
增持
IBM INTERNATIONAL BUSINESS MACHS -$97.5K
2,115 +3%
增持
ISMD NORTHERN LTS FD TR IV +$89.6K
14,333 +14%
增持
FBCG FIDELITY COVINGTON TRUST +$41.8K
148,158 +10%
增持
EPD ENTERPRISE PRODS PARTNERS L +$39.0K
6,365 +1%
增持
BRK/B BERKSHIRE HATHAWAY INC DEL +$31.4K
590 +18%
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。
