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 150 项建仓 17增持 53减持 69清仓 11
增持
AVUV AMERICAN CENTY ETF TR +$11.2M
104,994 +2578%
增持
JPIE J P MORGAN EXCHANGE TRADED F +$9.7M
444,395 +90%
增持
VCIT VANGUARD SCOTTSDALE FDS +$8.6M
1,360,788 +10%
增持
VCSH VANGUARD SCOTTSDALE FDS +$7.5M
98,185 +2862%
增持
XLP SELECT SECTOR SPDR TR +$6.4M
104,596 +281%
建仓
JTEK J P MORGAN EXCHANGE TRADED F +$5.9M
74,484
建仓
JCPB J P MORGAN EXCHANGE TRADED F +$2.4M
50,698
增持
FPEI FIRST TR EXCH TRADED FD III +$1.3M
1,214,315 +8%
增持
GRID FIRST TR EXCHANGE-TRADED FD +$1.2M
95,789 +2%
增持
BBUS J P MORGAN EXCHANGE TRADED F +$1.2M
37,204 +44%
减持
SPY STATE STR SPDR S&P 500 ETF T -$1.1M
16,399 -5%
减持
JEPI J P MORGAN EXCHANGE TRADED F -$1.0M
243,427 -6%
增持
VONG VANGUARD SCOTTSDALE FDS -$667.7K
57,507 +0%
增持
JSCP J P MORGAN EXCHANGE TRADED F +$594.1K
102,068 +15%
增持
JIRE J P MORGAN EXCHANGE TRADED F +$568.4K
45,908 +18%
增持
AVLV AMERICAN CENTY ETF TR +$556.6K
32,899 +19%
减持
XJUN FIRST TR EXCHNG TRADED FD VI -$540.9K
151,441 -8%
建仓
BBHY J P MORGAN EXCHANGE TRADED F +$529.0K
11,543
建仓
XDEC FIRST TR EXCHNG TRADED FD VI +$525.0K
13,024
建仓
XLC SELECT SECTOR SPDR TR +$402.9K
3,634
减持
VEA VANGUARD TAX-MANAGED FDS -$381.4K
52,846 -12%
清仓
BSX BOSTON SCIENTIFIC CORP -$287.2K
0 -100%
减持
COST COSTCO WHOLESALE CORPORATION +$262.3K
2,007 -0%
清仓
BKNG BOOKING HOLDINGS INC -$251.7K
0 -100%
增持
XLK SELECT SECTOR SPDR TR +$247.4K
13,269 +26%
建仓
VIOO VANGUARD ADMIRAL FDS INC +$234.8K
2,045
减持
MA MASTERCARD INCORPORATED -$230.7K
2,823 -2%
建仓
FPE FIRST TR EXCH TRADED FD III +$220.9K
12,443
增持
JGRO J P MORGAN EXCHANGE TRADED F +$211.1K
25,922 +22%
建仓
BBSC J P MORGAN EXCHANGE TRADED F +$205.1K
2,732
清仓
XLV SELECT SECTOR SPDR TR -$204.8K
0 -100%
清仓
FTEC FIDELITY COVINGTON TRUST -$203.1K
0 -100%
增持
SHYM BLACKROCK ETF TRUST II +$193.8K
28,840 +45%
减持
TMO THERMO FISHER SCIENTIFIC INC -$183.7K
1,490 -6%
增持
BUFR FIRST TR EXCHNG TRADED FD VI +$143.7K
47,735 +11%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL -$134.8K
5,318 -0%
减持
UNH UNITEDHEALTH GROUP INC -$125.3K
1,018 -16%
减持
VGSH VANGUARD SCOTTSDALE FDS -$110.1K
11,404 -14%
建仓
NG NOVAGOLD RESOURCES INC +$103.3K
11,500
减持
XLF SELECT SECTOR SPDR TR -$99.7K
6,631 -15%
增持
CIBR FIRST TR EXCHANGE-TRADED FD -$98.8K
207,037 +13%
减持
— EXXON MOBIL CORP
+$96.5K
2,221 -5%
增持
VYM VANGUARD WHITEHALL FDS +$75.7K
3,681 +13%
增持
SCCO SOUTHERN COPPER CORP +$70.6K
2,320 +1%
增持
BINC BLACKROCK ETF TRUST II +$65.9K
30,739 +6%
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。
