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 57 项建仓 10增持 26减持 17清仓 4
减持
VGSH VANGUARD SCOTTSDALE FDS -$11.6M
218,787 -47%
清仓
VGLT VANGUARD SCOTTSDALE FDS -$3.2M
0 -100%
增持
XLE SELECT SECTOR SPDR TR +$1.6M
79,599 +7%
减持
JAVA J P MORGAN EXCHANGE TRADED F -$1.5M
36,560 -36%
增持
RSPT INVESCO EXCHANGE TRADED FD T +$857.7K
338,008 +7%
增持
XLI SELECT SECTOR SPDR TR +$848.0K
54,762 +6%
增持
XLP SELECT SECTOR SPDR TR +$790.2K
72,271 +9%
减持
AKRE PROFESIONALLY MANAGED PORTFO -$578.1K
26,933 -12%
增持
XLB SELECT SECTOR SPDR TR +$512.7K
64,383 +8%
增持
XLU SELECT SECTOR SPDR TR +$482.1K
77,335 +8%
清仓
UNH UNITEDHEALTH GROUP INC -$396.1K
0 -100%
建仓
— EXXON MOBIL CORP
+$342.3K
2,017
增持
XLV SELECT SECTOR SPDR TR +$334.7K
73,872 +9%
增持
XLRE SELECT SECTOR SPDR TR +$258.2K
63,994 +10%
减持
PLTR PALANTIR TECHNOLOGIES INC -$170.7K
5,000 -1%
增持
XLF SELECT SECTOR SPDR TR -$108.0K
217,843 +10%
增持
XLY SELECT SECTOR SPDR TR -$78.0K
49,172 +8%
减持
VWO VANGUARD INTL EQUITY INDEX F -$77.2K
102,382 -2%
增持
XLC SELECT SECTOR SPDR TR -$37.6K
44,843 +5%
减持
RSP INVESCO EXCHANGE TRADED FD T -$36.3K
11,239 -2%
增持
AMD ADVANCED MICRO DEVICES INC -$23.2K
3,156 +2%
增持
DFUV DIMENSIONAL ETF TRUST +$19.8K
10,045 +0%
减持
JMUB J P MORGAN EXCHANGE TRADED F -$11.1K
18,136 -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。
