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 77 项建仓 6增持 42减持 26清仓 3
增持
JBND J P MORGAN EXCHANGE TRADED F +$957.9K
78,764 +30%
增持
JPST J P MORGAN EXCHANGE TRADED F +$858.6K
117,357 +17%
增持
BINC BLACKROCK ETF TRUST II +$598.3K
33,973 +54%
增持
SPHQ INVESCO EXCHANGE TRADED FD T +$460.7K
19,468 +46%
建仓
AVUV AMERICAN CENTY ETF TR +$312.1K
2,825
增持
VIG VANGUARD SPECIALIZED FUNDS +$308.9K
54,219 +5%
建仓
GLIX LAZARD ACTIVE ETF TR +$210.1K
7,839
减持
SPLV INVESCO EXCH TRADED FD TR II -$210.0K
32,079 -10%
建仓
WPM WHEATON PRECIOUS METALS CORP +$202.4K
1,545
清仓
RSP INVESCO EXCHANGE TRADED FD T -$200.9K
0 -100%
减持
VOOV VANGUARD ADMIRAL FDS INC -$176.5K
3,985 -17%
增持
VEA VANGUARD TAX-MANAGED FDS +$172.6K
49,581 +3%
减持
BND VANGUARD BD INDEX FDS -$149.5K
3,104 -39%
增持
— EXXON MOBIL CORP
+$139.8K
2,731 +2%
增持
VOOG VANGUARD ADMIRAL FDS INC -$130.1K
6,196 +4%
减持
FDN FIRST TR EXCHANGE-TRADED FD -$125.7K
2,266 -7%
增持
JEPI J P MORGAN EXCHANGE TRADED F +$104.4K
11,098 +21%
增持
XLF SELECT SECTOR SPDR TR -$65.2K
12,726 +1%
增持
VWO VANGUARD INTL EQUITY INDEX F +$40.5K
15,800 +4%
增持
SPY STATE STR SPDR S&P 500 ETF T -$29.7K
1,002 +0%
增持
AMD ADVANCED MICRO DEVICES INC -$25.1K
2,437 +0%
减持
VYM VANGUARD WHITEHALL FDS +$16.6K
51,985 -3%
增持
DIA STATE STR SPDR DOW JONES IND -$10.5K
676 +0%
增持
DFUV DIMENSIONAL ETF TRUST +$8.9K
4,359 +0%
减持
JPIN J P MORGAN EXCHANGE TRADED F +$6.9K
17,806 -4%
增持
VGK VANGUARD INTL EQUITY INDEX F -$2.0K
2,530 +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。
