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 43 项建仓 2增持 14减持 24清仓 3
减持
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF -$3.5M
290,359 -23%
减持
IVV ISHARES CORE S&P 500 ETF -$3.4M
58,678 -4%
建仓
FTMH FRANKLIN MUNICIPAL HIGH YIELD ETF +$2.2M
186,752
增持
ARKB ARK 21SHARES BITCOIN ETF -$1.1M
222,352 +5%
减持
ETHA ISHARES ETHEREUM TRUST ETF -$814.0K
106,144 -5%
减持
BITB BITWISE BITCOIN ETF TRUST -$715.5K
44,856 -10%
减持
VEA VANGUARD FTSE DEVELOPED MARKETS ETF -$594.3K
50,533 -18%
清仓
TMO THERMO FISHER SCIENTIFIC INC COM -$256.1K
0 -100%
建仓
JNJ JOHNSON & JOHNSON COM +$235.4K
963
增持
— EXXON MOBIL CORP COM
+$232.0K
4,642 +1%
清仓
FBTC FIDELITY WISE ORIGIN BITCOIN FUND -$206.1K
0 -100%
减持
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF -$201.7K
51,105 -0%
减持
GOOGL ALPHABET INC CAP STK CL A -$192.2K
2,105 -17%
减持
GOOG ALPHABET INC CAP STK CL C -$190.5K
1,270 -28%
增持
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF +$187.4K
131,213 +3%
减持
MA MASTERCARD INCORPORATED CL A -$178.2K
738 -23%
增持
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF -$151.3K
19,698 +1%
减持
JPST JPMORGAN ULTRA-SHORT INCOME ETF -$136.3K
4,755 -36%
增持
XRSFX RIVERNORTH CAP AND INCM FD INC COM +$129.9K
673,256 +0%
减持
IWB ISHARES RUSSELL 1000 ETF -$87.6K
2,382 -5%
减持
JPM JPMORGAN CHASE & CO COM -$84.7K
2,591 -1%
增持
QWLD STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF +$60.5K
7,133 +6%
减持
IBM INTERNATIONAL BUSINESS MACHS COM -$49.6K
866 -1%
减持
ANET ARISTA NETWORKS INC COM SHS -$34.9K
4,036 -0%
增持
NVDA NVIDIA CORPORATION COM +$34.3K
1,438 +24%
增持
TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF +$33.0K
10,076 +8%
增持
META META PLATFORMS INC CL A -$21.0K
551 +8%
增持
ACWX ISHARES MSCI ACWI EX U.S. ETF +$14.0K
10,178 +0%
减持
VWO VANGUARD FTSE EMERGING MARKETS ETF -$12.0K
28,459 -1%
增持
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF +$7.1K
9,944 +3%
减持
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND +$2.4K
7,220 -2%
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。
