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
25Q4 调仓2025-09-30 → 2025-12-31 · 共 42 项建仓 6增持 17减持 16清仓 3
增持
VYM VANGUARD WHITEHALL FDS +$1.7M
201,439 +4%
增持
PRF INVESCO EXCHANGE TRADED FD T +$1.5M
586,153 +2%
增持
DFAI DIMENSIONAL ETF TRUST +$1.0M
390,347 +2%
增持
CGGR CAPITAL GROUP GROWTH ETF +$506.1K
170,504 +6%
增持
FDRR FIDELITY COVINGTON TRUST +$408.3K
136,136 +1%
建仓
AKRE PROFESIONALLY MANAGED PORTFO +$388.5K
5,930
建仓
JKHY HENRY JACK & ASSOC INC +$243.4K
1,334
建仓
— JOHNSON CTLS INTL PLC
+$217.7K
1,818
减持
UPS UNITED PARCEL SERVICE INC -$170.1K
5,217 -37%
减持
ZBRA ZEBRA TECHNOLOGIES CORPORATI -$112.7K
1,800 -3%
增持
CGXU CAPITAL GROUP INTL FOCUS EQT +$94.7K
71,819 +5%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL -$78.2K
2,981 -5%
增持
VZ VERIZON COMMUNICATIONS INC -$40.0K
12,476 +0%
增持
BND VANGUARD BD INDEX FDS +$31.1K
5,887 +8%
减持
COF CAPITAL ONE FINL CORP +$16.3K
1,082 -6%
减持
FELG FIDELITY COVINGTON TRUST +$5.5K
14,446 -0%
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。
