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 51 项建仓 3增持 30减持 13清仓 5
增持
CGGR CAPITAL GROUP GROWTH ETF +$634.4K
161,132 +23%
增持
CGDV CAPITAL GROUP DIVIDEND VALUE +$566.1K
290,027 +8%
建仓
— UBS GROUP AG
+$496.2K
12,700
增持
JHID JOHN HANCOCK EXCHANGE TRADED +$442.1K
16,535 +176%
增持
DFIC DIMENSIONAL ETF TRUST +$341.6K
50,476 +20%
增持
CGCB CAPITAL GRP FIXED INCM ETF T +$335.6K
191,859 +8%
增持
CGMS CAPITAL GRP FIXED INCM ETF T +$325.7K
210,458 +8%
增持
CGCP CAPITAL GRP FIXED INCM ETF T +$315.9K
230,601 +8%
增持
PM PHILIP MORRIS INTL INC +$246.0K
48,893 +0%
建仓
PRCT PROCEPT BIOROBOTICS CORP +$200.1K
8,000
增持
DFSD DIMENSIONAL ETF TRUST +$199.2K
43,557 +11%
增持
SPY STATE STR SPDR S&P 500 ETF T +$197.1K
624 +104%
增持
EUAD SPINNAKER ETF SERIES +$196.3K
10,329 +94%
增持
DFAU DIMENSIONAL ETF TRUST -$164.9K
183,893 +2%
增持
DFAC DIMENSIONAL ETF TRUST +$128.6K
304,067 +3%
增持
CGUS CAPITAL GROUP CORE EQUITY ET +$74.7K
305,373 +5%
减持
VOOG VANGUARD ADMIRAL FDS INC -$46.3K
1,037 -2%
增持
DFUS DIMENSIONAL ETF TRUST -$40.6K
14,855 +1%
增持
VCRB VANGUARD MALVERN FDS +$23.0K
4,124 +8%
减持
VIG VANGUARD SPECIALIZED FUNDS -$13.1K
1,052 -3%
增持
DFAS DIMENSIONAL ETF TRUST +$10.1K
6,766 +0%
增持
CGGO CAPITAL GROUP GBL GROWTH EQT -$6.4K
10,184 +2%
减持
DFAI DIMENSIONAL ETF TRUST +$5.6K
9,590 -1%
减持
VEA VANGUARD TAX-MANAGED FDS -$4.1K
7,823 -3%
增持
JEPI J P MORGAN EXCHANGE TRADED F -$3.7K
6,745 +0%
增持
CGXU CAPITAL GROUP INTL FOCUS EQT +$238
15,240 +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。
