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 45 项建仓 1增持 18减持 16清仓 10
减持
USFR WISDOMTREE FLOATING RATE TREASURY FUND -$5.8M
210,687 -35%
建仓
QQQM INVESCO NASDAQ 100 ETF +$2.9M
11,916
增持
PANW PALO ALTO NETWORKS INC COM +$2.0M
25,120 +122%
增持
SCHM SCHWAB U.S. MID-CAP ETF +$1.8M
317,723 +18%
减持
DHR DANAHER CORPORATION COM -$1.5M
23,009 -8%
增持
STIP ISHARES 0-5 YEAR TIPS BOND ETF +$1.4M
66,627 +24%
增持
SCHF SCHWAB INTERNATIONAL EQUITY ETF +$1.0M
146,851 +31%
清仓
TIP ISHARES TIPS BOND ETF -$784.0K
0 -100%
减持
SPY STATE STREET SPDR S&P 500 ETF -$678.2K
1,066 -47%
增持
META META PLATFORMS INC CL A +$610.7K
2,571 +87%
减持
ZAPR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL -$547.2K
36,850 -37%
增持
SCHX SCHWAB U.S. LARGE-CAP ETF -$526.7K
725,397 +1%
减持
— LINDE PLC SHS
-$451.9K
599 -66%
增持
SCHA SCHWAB U.S. SMALL-CAP ETF +$437.1K
217,140 +4%
增持
D DOMINION ENERGY INC COM +$403.6K
14,884 +68%
清仓
— HOLOGIC INC
-$246.0K
0 -100%
清仓
UHS UNIVERSAL HEALTH SVCS -$243.0K
0 -100%
减持
VLTO VERALTO CORP COM SHS -$234.8K
8,325 -13%
增持
WM WASTE MGMT INC DEL COM +$189.1K
7,788 +6%
增持
VRT VERTIV HOLDINGS CO COM CL A +$107.6K
529,519 +52746%
增持
NVDA NVIDIA CORPORATION COM +$102.3K
15,699 +10%
减持
COST COSTCO WHOLESALE CORPORATION COM +$73.9K
1,321 -8%
减持
CARR CARRIER GLOBAL CORPORATION COM +$57.5K
18,619 -2%
减持
MRVL MARVELL TECHNOLOGY INC COM -$56.1K
12,837 -24%
减持
DUK DUKE ENERGY CORP NEW COM NEW -$54.0K
1,787 -27%
减持
IUSG ISHARES CORE S&P U.S. GROWTH ETF -$45.4K
2,255 -5%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW -$17.0K
650 -0%
减持
ED CONSOLIDATED EDISON INC COM -$16.7K
2,408 -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。
