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
25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 36增持 45减持 46清仓 23
增持
USFR WISDOMTREE FLOATING RATE TREASURY FUND +$2.4M
425,668 +13%
增持
SCHX SCHWAB U.S. LARGE-CAP ETF +$2.4M
480,613 +15%
建仓
ZAPR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL +$1.7M
67,811
增持
SCHM SCHWAB U.S. MID-CAP ETF +$1.3M
224,899 +17%
增持
SCHA SCHWAB U.S. SMALL-CAP ETF +$1.2M
215,663 +13%
减持
AMD ADVANCED MICRO DEVICES INC COM +$1.2M
59,863 -0%
增持
NVDA NVIDIA CORPORATION COM +$680.2K
14,245 +14%
增持
STIP ISHARES 0-5 YEAR TIPS BOND ETF +$516.5K
47,347 +11%
增持
SCHF SCHWAB INTERNATIONAL EQUITY ETF +$442.9K
92,934 +19%
建仓
ZJUN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE +$238.4K
9,000
增持
IVV ISHARES CORE S&P 500 ETF +$211.0K
792 +54%
增持
PANW PALO ALTO NETWORKS INC COM +$177.6K
11,199 +9%
减持
TIP ISHARES TIPS BOND ETF -$170.7K
9,167 -15%
增持
COST COSTCO WHSL CORP NEW COM +$157.5K
1,391 +22%
增持
CARR CARRIER GLOBAL CORPORATION COM -$155.5K
19,249 +8%
增持
— LINDE PLC SHS
+$135.1K
2,362 +12%
建仓
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF +$105.7K
1,786
建仓
HII HUNTINGTON INGALLS INDS INC COM +$103.0K
358
减持
SPY SPDR S&P 500 ETF TRUST +$95.6K
2,032 -0%
减持
CMG CHIPOTLE MEXICAN GRILL INC COM -$94.2K
1,174 -53%
清仓
BDX BECTON DICKINSON & CO -$92.5K
0 -100%
增持
META META PLATFORMS INC CL A +$89.1K
532 +30%
减持
MRVL MARVELL TECHNOLOGY INC COM -$84.9K
18,234 -13%
增持
IVW ISHARES S&P 500 GROWTH ETF +$84.7K
770 +941%
清仓
— VONTIER CORP
-$79.6K
0 -100%
减持
LMT LOCKHEED MARTIN CORP COM -$79.6K
814 -22%
建仓
EFV ISHARES MSCI EAFE VALUE ETF +$71.8K
1,058
清仓
CRL CHARLES RIV LABORATORIES -$70.7K
0 -100%
增持
D DOMINION ENERGY INC COM +$67.4K
7,944 +7%
减持
ED CONSOLIDATED EDISON INC COM -$65.9K
3,445 -16%
增持
WM WASTE MGMT INC DEL COM +$64.7K
7,330 +8%
减持
JNJ JOHNSON & JOHNSON COM -$64.5K
1,931 -30%
增持
— FERRARI N V COM
+$61.9K
427 +44%
减持
DVN DEVON ENERGY CORP NEW COM -$61.6K
2,856 -44%
减持
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER -$58.8K
171,080 -6%
建仓
TLT ISHARES 20 YEAR TREASURY BOND ETF +$56.8K
635
清仓
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF -$56.3K
0 -100%
清仓
TUSI TOUCHSTONE ULTRA SHORT INCOME ETF -$50.6K
0 -100%
建仓
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF +$49.7K
898
减持
DHR DANAHER CORPORATION COM -$48.2K
26,071 -1%
建仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF +$47.8K
246
建仓
EFG ISHARES MSCI EAFE GROWTH ETF +$46.8K
411
建仓
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF +$46.4K
1,226
建仓
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST +$36.3K
475
建仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF +$31.3K
464
建仓
IEUR ISHARES CORE MSCI EUROPE ETF +$29.0K
425
清仓
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY -$26.6K
0 -100%
增持
DAL DELTA AIR LINES INC DEL COM NEW +$24.1K
1,555 +19%
减持
IUSG ISHARES CORE S&P U.S. GROWTH ETF +$22.8K
2,447 -3%
增持
VRT VERTIV HOLDINGS CO COM CL A +$22.5K
1,002 +0%
建仓
MUB ISHARES NATIONAL MUNI BOND ETF +$20.4K
192
建仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF +$19.8K
301
减持
BCRX BIOCRYST PHARMACEUTICALS INC COM -$19.3K
6,926 -14%
增持
MS MORGAN STANLEY COM NEW +$18.0K
213 +92%
建仓
QS QUANTUMSCAPE CORP COM CL A +$17.2K
1,400
增持
JPM JPMORGAN CHASE & CO. COM +$17.1K
104 +93%
建仓
VBK VANGUARD SMALL-CAP GROWTH ETF +$16.4K
55
建仓
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF +$16.3K
412
建仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF +$15.6K
164
增持
CRWV COREWEAVE INC COM CL A +$15.1K
200 +167%
减持
VLTO VERALTO CORP COM SHS +$14.9K
10,863 -4%
增持
IBIT ISHARES BITCOIN TRUST ETF +$14.5K
229 +3171%
减持
VWO VANGUARD FTSE EMERGING MARKETS ETF -$14.3K
58 -84%
减持
SCHH SCHWAB U.S. REIT ETF -$14.2K
10,743 -8%
建仓
IBM INTERNATIONAL BUSINESS MACHS COM +$14.1K
50
减持
SCHD SCHWAB US DIVIDEND EQUITY ETF -$13.4K
2,002 -22%
减持
IWM ISHARES RUSSELL 2000 ETF +$13.2K
588 -2%
建仓
FAX ABRDN ASIA PACIFIC INCOME FUND COM NEW +$13.2K
811
减持
— GARMIN LTD SHS
-$13.2K
762 -21%
建仓
VBR VANGUARD SMALL CAP VALUE ETF +$12.7K
61
减持
IUSV ISHARES CORE S&P US VALUE ETF -$12.3K
107 -56%
建仓
PGX INVESCO PREFERRED ETF +$11.6K
1,000
减持
ETHE GRAYSCALE ETHEREUM TRUST ETF +$11.4K
875 -2%
增持
TTD THE TRADE DESK INC COM CL A +$10.8K
500 +163%
清仓
QQQ INVESCO QQQ TRUST SERIES I -$10.5K
0 -100%
增持
VTI VANGUARD TOTAL STOCK MARKET ETF +$10.1K
408 +0%
减持
DUK DUKE ENERGY CORP NEW COM NEW +$9.5K
2,503 -2%
建仓
IPAC ISHARES CORE MSCI PACIFIC ETF +$9.1K
124
清仓
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF -$8.5K
0 -100%
清仓
PFF ISHARES PREFERRED & INCOME SECURITIES ETF -$7.4K
0 -100%
建仓
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF +$7.4K
52
减持
IEFA ISHARES CORE MSCI EAFE ETF -$7.4K
319 -24%
清仓
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND -$7.4K
0 -100%
清仓
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF -$7.3K
0 -100%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW +$7.2K
652 -1%
建仓
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF +$7.0K
143
增持
GOOGL ALPHABET INC CAP STK CL A +$6.7K
101 +1%
减持
GOOG ALPHABET INC CAP STK CL C +$6.7K
115 -3%
减持
VEA VANGUARD FTSE DEVELOPED MARKETS ETF -$6.3K
91 -56%
建仓
VNQ VANGUARD REAL ESTATE ETF +$6.3K
69
增持
XMAG DEFIANCE LARGE CAP EX-MAG 7 ETF +$5.8K
6,165 +0%
增持
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF +$5.7K
200 +770%
建仓
BBCA JPMORGAN BETABUILDERS CANADA ETF +$5.4K
62
清仓
EFA ISHARES MSCI EAFE ETF -$5.4K
0 -100%
减持
VB VANGUARD SMALL-CAP ETF +$5.1K
336 -1%
减持
PLTR PALANTIR TECHNOLOGIES INC CL A +$5.1K
200 -13%
清仓
ARGT GLOBAL X MSCI ARGENTINA ETF -$5.1K
0 -100%
增持
ICLN ISHARES GLOBAL CLEAN ENERGY ETF +$4.6K
1,928 +0%
增持
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND +$4.5K
913 +1%
建仓
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF +$4.4K
92
建仓
PRU PRUDENTIAL FINL INC COM +$4.2K
40
增持
RGTI RIGETTI COMPUTING INC COMMON STOCK +$4.0K
205 +14%
增持
XLV HEALTH CARE SELECT SECTOR SPDR FUND +$3.8K
850 +0%
减持
VTWO VANGUARD RUSSELL 2000 ETF -$3.7K
37 -56%
清仓
SMH VANECK SEMICONDUCTOR ETF -$3.6K
0 -100%
减持
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST -$3.6K
53 -16%
减持
SDY SPDR S&P DIVIDEND ETF -$3.5K
35 -44%
增持
BHP BHP GROUP LTD SPONSORED ADS +$3.0K
341 +2%
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。
