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 150 项增持 12减持 21清仓 117
增持
SCHX SCHWAB U.S. LARGE-CAP ETF +$6.6M
716,115 +49%
减持
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER -$6.0M
13,900 -92%
减持
USFR WISDOMTREE FLOATING RATE TREASURY FUND -$5.0M
325,598 -24%
减持
AMD ADVANCED MICRO DEVICES INC +$4.2M
59,847 -0%
增持
SCHM SCHWAB U.S. MID-CAP ETF +$1.4M
269,093 +20%
增持
STIP ISHARES 0-5 YEAR TIPS BOND ETF +$625.2K
53,899 +14%
增持
SCHF SCHWAB INTERNATIONAL EQUITY ETF +$524.5K
111,817 +20%
减持
— LINDE PLC
-$373.9K
1,754 -26%
增持
LUMN LUMEN TECHNOLOGIES INC +$290.9K
834 +6850%
减持
TIP ISHARES TIPS BOND ETF -$235.5K
7,129 -22%
清仓
SCHH SCHWAB U.S. REIT ETF -$231.7K
0 -100%
清仓
SCHE SCHWAB EMERGING MARKETS EQUITY ETF -$228.9K
0 -100%
减持
ZAPR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL -$216.1K
58,529 -14%
清仓
— FERRARI N V COM
-$207.2K
0 -100%
增持
PANW PALO ALTO NETWORKS INC -$199.4K
11,293 +1%
清仓
BLDR BUILDERS FIRSTSOURCE INC COM -$194.5K
0 -100%
清仓
— GARMIN LTD SHS
-$187.7K
0 -100%
减持
CARR CARRIER GLOBAL CORPORATION -$147.2K
18,963 -1%
清仓
BSV VANGUARD SHORT-TERM BOND ETF -$146.1K
0 -100%
清仓
IWM ISHARES RUSSELL 2000 ETF -$142.2K
0 -100%
清仓
XMAG DEFIANCE LARGE CAP EX-MAG 7 ETF -$136.6K
0 -100%
清仓
VTI VANGUARD TOTAL STOCK MARKET ETF -$133.9K
0 -100%
清仓
XLV HEALTH CARE SELECT SECTOR SPDR FUND -$118.3K
0 -100%
减持
MRVL MARVELL TECHNOLOGY INC -$106.9K
16,969 -7%
清仓
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF -$105.7K
0 -100%
清仓
HII HUNTINGTON INGALLS INDS INC COM -$103.0K
0 -100%
清仓
DVN DEVON ENERGY CORP NEW COM -$100.1K
0 -100%
清仓
FBTC FIDELITY WISE ORIGIN BITCOIN FUND -$99.8K
0 -100%
清仓
IVW ISHARES S&P 500 GROWTH ETF -$92.9K
0 -100%
清仓
NOC NORTHROP GRUMMAN CORP COM -$91.4K
0 -100%
清仓
DAL DELTA AIR LINES INC DEL COM NEW -$88.2K
0 -100%
清仓
VB VANGUARD SMALL-CAP ETF -$85.6K
0 -100%
清仓
ARM ARM HOLDINGS PLC SPONSORED ADS -$84.9K
0 -100%
清仓
MOAT VANECK MORNINGSTAR WIDE MOAT ETF -$83.1K
0 -100%
减持
SCHA SCHWAB U.S. SMALL-CAP ETF -$81.0K
208,431 -3%
清仓
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND -$76.7K
0 -100%
清仓
EFV ISHARES MSCI EAFE VALUE ETF -$71.8K
0 -100%
清仓
XLK TECHNOLOGY SELECT SECTOR SPDR FUND -$65.6K
0 -100%
清仓
TLT ISHARES 20 YEAR TREASURY BOND ETF -$56.8K
0 -100%
减持
ED CONSOLIDATED EDISON INC -$55.3K
2,934 -15%
清仓
SCHD SCHWAB US DIVIDEND EQUITY ETF -$54.6K
0 -100%
清仓
BCRX BIOCRYST PHARMACEUTICALS INC COM -$52.6K
0 -100%
清仓
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF -$49.7K
0 -100%
清仓
QUAL ISHARES MSCI USA QUALITY FACTOR ETF -$47.8K
0 -100%
清仓
EFG ISHARES MSCI EAFE GROWTH ETF -$46.8K
0 -100%
清仓
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF -$46.4K
0 -100%
清仓
CMG CHIPOTLE MEXICAN GRILL INC COM -$46.0K
0 -100%
增持
COST COSTCO WHOLESALE CORPORATION -$45.0K
1,442 +4%
清仓
WFC WELLS FARGO CO NEW COM -$41.9K
0 -100%
清仓
COF CAPITAL ONE FINL CORP COM -$41.7K
0 -100%
清仓
XLB MATERIALS SELECT SECTOR SPDR FUND -$41.1K
0 -100%
清仓
PLTR PALANTIR TECHNOLOGIES INC CL A -$36.5K
0 -100%
清仓
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST -$36.3K
0 -100%
清仓
MS MORGAN STANLEY COM NEW -$33.8K
0 -100%
清仓
JPM JPMORGAN CHASE & CO. COM -$32.8K
0 -100%
清仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF -$31.3K
0 -100%
清仓
ETHE GRAYSCALE ETHEREUM TRUST ETF -$30.0K
0 -100%
清仓
ICLN ISHARES GLOBAL CLEAN ENERGY ETF -$29.8K
0 -100%
清仓
DRLL STRIVE U.S. ENERGY ETF -$29.6K
0 -100%
清仓
IEUR ISHARES CORE MSCI EUROPE ETF -$29.0K
0 -100%
清仓
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF -$28.7K
0 -100%
清仓
GOOG ALPHABET INC CAP STK CL C -$27.9K
0 -100%
清仓
IEFA ISHARES CORE MSCI EAFE ETF -$27.9K
0 -100%
清仓
CRWV COREWEAVE INC COM CL A -$27.4K
0 -100%
清仓
PNC PNC FINL SVCS GROUP INC COM -$26.3K
0 -100%
清仓
MA MASTERCARD INCORPORATED CL A -$26.2K
0 -100%
清仓
HBAN HUNTINGTON BANCSHARES INC COM -$25.7K
0 -100%
清仓
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF -$25.6K
0 -100%
清仓
SHOP SHOPIFY INC CL A SUB VTG SHS -$25.3K
0 -100%
清仓
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST -$24.6K
0 -100%
清仓
TTD THE TRADE DESK INC COM CL A -$24.5K
0 -100%
清仓
GOOGL ALPHABET INC CAP STK CL A -$24.5K
0 -100%
清仓
MP MP MATERIALS CORP COM CL A -$23.5K
0 -100%
减持
SPY SPDR S&P 500 ETF TRUST +$23.3K
2,019 -1%
清仓
BAC BANK AMERICA CORP COM -$22.2K
0 -100%
清仓
MUB ISHARES NATIONAL MUNI BOND ETF -$20.4K
0 -100%
清仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF -$19.8K
0 -100%
清仓
CRWD CROWDSTRIKE HLDGS INC CL A -$19.6K
0 -100%
清仓
BHP BHP GROUP LTD SPONSORED ADS -$19.0K
0 -100%
清仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF -$19.0K
0 -100%
清仓
QS QUANTUMSCAPE CORP COM CL A -$17.2K
0 -100%
清仓
VBK VANGUARD SMALL-CAP GROWTH ETF -$16.4K
0 -100%
清仓
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF -$16.3K
0 -100%
清仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF -$15.6K
0 -100%
清仓
VLUE ISHARES MSCI USA VALUE FACTOR ETF -$15.0K
0 -100%
清仓
— EXXON MOBIL CORP COM
-$15.0K
0 -100%
清仓
IBIT ISHARES BITCOIN TRUST ETF -$14.9K
0 -100%
清仓
IBM INTERNATIONAL BUSINESS MACHS COM -$14.1K
0 -100%
清仓
FAX ABRDN ASIA PACIFIC INCOME FUND COM NEW -$13.2K
0 -100%
清仓
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND -$13.2K
0 -100%
清仓
VBR VANGUARD SMALL CAP VALUE ETF -$12.7K
0 -100%
清仓
PGX INVESCO PREFERRED ETF -$11.6K
0 -100%
清仓
COIN COINBASE GLOBAL INC COM CL A -$11.5K
0 -100%
清仓
PKG PACKAGING CORP AMER COM -$10.9K
0 -100%
清仓
IUSV ISHARES CORE S&P US VALUE ETF -$10.7K
0 -100%
清仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF -$9.2K
0 -100%
清仓
IPAC ISHARES CORE MSCI PACIFIC ETF -$9.1K
0 -100%
清仓
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF -$8.8K
0 -100%
清仓
— KELLANOVA COM
-$8.2K
0 -100%
清仓
VXF VANGUARD EXTENDED MARKET ETF -$8.2K
0 -100%
清仓
PYPL PAYPAL HLDGS INC COM -$7.9K
0 -100%
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。
