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 126 项建仓 8增持 70减持 40清仓 8
减持
JPST J P MORGAN EXCHANGE TRADED F -$2.2M
139,978 -24%
增持
FBCG FIDELITY COVINGTON TRUST -$1.3M
312,053 +1%
增持
JMUB J P MORGAN EXCHANGE TRADED F +$259.8K
28,985 +23%
减持
RWL INVESCO EXCH TRADED FD TR II -$255.1K
10,222 -18%
建仓
— EXXON MOBIL CORP
+$251.6K
1,483
增持
XLK SELECT SECTOR SPDR TR -$251.5K
23,011 +0%
增持
DFUV DIMENSIONAL ETF TRUST +$241.1K
53,306 +6%
清仓
UNH UNITEDHEALTH GROUP INC -$223.0K
0 -100%
建仓
EPD ENTERPRISE PRODS PARTNERS L +$210.0K
5,551
清仓
AMT AMERICAN TOWER CORP NEW -$200.8K
0 -100%
增持
VWO VANGUARD INTL EQUITY INDEX F +$180.8K
9,898 +50%
减持
IBM INTERNATIONAL BUSINESS MACHS -$179.7K
2,291 -8%
增持
VT VANGUARD INTL EQUITY INDEX F +$168.1K
7,895 +21%
减持
VYM VANGUARD WHITEHALL FDS +$164.0K
65,731 -1%
增持
SPY STATE STR SPDR S&P 500 ETF T -$157.3K
10,862 +3%
减持
XLF SELECT SECTOR SPDR TR -$122.2K
10,045 -11%
增持
XLE SELECT SECTOR SPDR TR +$98.7K
5,878 +1%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL -$94.3K
1,278 -9%
增持
CGGO CAPITAL GROUP GBL GROWTH EQT +$78.7K
49,601 +9%
增持
VZ VERIZON COMMUNICATIONS INC +$70.4K
6,119 +5%
减持
DIA STATE STR SPDR DOW JONES IND -$63.8K
2,831 -1%
增持
MAR MARRIOTT INTL INC NEW +$40.0K
2,344 +0%
减持
PM PHILIP MORRIS INTL INC -$38.6K
2,158 -12%
减持
JPIB J P MORGAN EXCHANGE TRADED F -$24.8K
19,413 -1%
增持
GSLC GOLDMAN SACHS ETF TR -$22.3K
3,243 +0%
减持
JCPB J P MORGAN EXCHANGE TRADED F -$17.7K
25,865 -1%
增持
VEU VANGUARD INTL EQUITY INDEX F +$14.3K
8,645 +0%
增持
VIG VANGUARD SPECIALIZED FUNDS +$13.3K
2,538 +5%
增持
VIGI VANGUARD WHITEHALL FDS -$9.0K
3,739 +1%
增持
VEA VANGUARD TAX-MANAGED FDS +$6.5K
3,795 +0%
增持
JMBS JANUS DETROIT STR TR +$4.0K
10,023 +2%
增持
FBND FIDELITY MERRIMACK STR TR +$3.2K
25,040 +1%
增持
BND VANGUARD BD INDEX FDS +$1.2K
29,476 +1%
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。
