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 58减持 55清仓 20
增持
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF +$2.1M
99,013 +79%
增持
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND +$484.4K
50,727 +13%
增持
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF +$475.4K
102,010 +2%
减持
ESGU ISHARES ESG AWARE MSCI USA ETF -$433.6K
47,593 -1%
建仓
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF +$322.4K
12,269
增持
SCHD SCHWAB US DIVIDEND EQUITY ETF +$302.3K
51,995 +10%
增持
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF +$247.6K
39,647 +34%
增持
WINN HARBOR LONG-TERM GROWERS ETF -$244.5K
120,285 +5%
增持
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF +$227.4K
77,333 +2%
建仓
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR +$216.0K
6,095
增持
VEA VANGUARD FTSE DEVELOPED MARKETS ETF +$214.1K
44,393 +5%
增持
CGBL CAPITAL GROUP CORE BALANCED ETF +$200.0K
10,770 +123%
增持
VXF VANGUARD EXTENDED MARKET ETF +$190.3K
10,258 +12%
减持
IAU ISHARES GOLD TRUST ETF -$187.2K
5,226 -35%
增持
NULG NUVEEN ESG LARGE-CAP GROWTH ETF +$181.7K
6,614 +54%
增持
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF -$179.9K
51,789 +0%
建仓
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF +$149.9K
2,940
增持
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF +$143.7K
50,215 +7%
增持
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF +$134.5K
8,232 +110%
清仓
BDX BECTON DICKINSON & CO COM -$116.4K
0 -100%
增持
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF +$109.2K
19,428 +24%
增持
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF +$105.3K
3,569 +70%
清仓
— DAYFORCE INC COM
-$96.8K
0 -100%
增持
ESGV VANGUARD ESG U.S. STOCK ETF +$89.8K
5,918 +25%
减持
IVV ISHARES CORE S&P 500 ETF -$85.1K
2,387 -1%
增持
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND +$84.4K
5,375 +154%
增持
OAKM OAKMARK U.S. LARGE CAP ETF +$76.7K
18,659 +21%
减持
LRCX LAM RESEARCH CORP COM NEW +$75.4K
2,508 -7%
增持
CGCB CAPITAL GROUP CORE BOND ETF +$69.0K
30,428 +11%
增持
DSI ISHARES ESG MSCI KLD 400 ETF +$66.0K
5,093 +19%
增持
CGDV CAPITAL GROUP DIVIDEND VALUE ETF +$63.0K
21,210 +10%
减持
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF -$54.7K
3,012 -27%
减持
PRFD PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF -$50.7K
3,520 -21%
减持
IWD ISHARES RUSSELL 1000 VALUE ETF -$50.2K
633 -28%
建仓
HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF +$49.3K
1,589
增持
SCHX SCHWAB U.S. LARGE-CAP ETF -$49.2K
41,109 +0%
增持
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF +$46.8K
28,840 +0%
增持
XJR ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF +$45.3K
1,969 +107%
减持
GOOG ALPHABET INC CAP STK CL C -$43.5K
1,604 -0%
建仓
NUSC NUVEEN ESG SMALL-CAP ETF +$42.0K
933
建仓
FEOE FIRST EAGLE OVERSEAS EQUITY ETF +$39.6K
785
增持
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW -$39.3K
1,784 +0%
增持
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF +$34.5K
7,155 +1%
建仓
AVSE AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF +$31.8K
478
增持
SCHA SCHWAB U.S. SMALL-CAP ETF +$30.3K
20,925 +3%
减持
RAVI FLEXSHARES ULTRA-SHORT INCOME FUND -$28.3K
375 -50%
减持
ESGE ISHARES ESG AWARE MSCI EM ETF +$28.2K
37,705 -1%
清仓
LVLU LULUS FASHION LOUNGE HOLDINGS COM NEW -$25.3K
0 -100%
增持
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF +$25.0K
25,079 +0%
减持
SCHB SCHWAB U.S. BROAD MARKET ETF -$24.6K
139 -87%
增持
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF +$22.3K
9,933 +8%
增持
DVY ISHARES SELECT DIVIDEND ETF +$21.8K
1,922 +1%
减持
EFG ISHARES MSCI EAFE GROWTH ETF -$21.3K
330 -35%
减持
BAC BANK OF AMER CORP COM -$21.1K
1,495 -13%
建仓
AGIX KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF +$20.7K
632
减持
VGSH VANGUARD SHORT-TERM TREASURY ETF -$20.6K
350 -50%
建仓
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF +$20.0K
135
减持
PG PROCTER & GAMBLE CO COM -$17.6K
2,649 -5%
减持
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF +$16.8K
46,743 -1%
增持
EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF +$16.1K
1,323 +56%
减持
BND VANGUARD TOTAL BOND MARKET ETF -$15.6K
588 -26%
减持
NVDA NVIDIA CORPORATION COM -$15.2K
256 -20%
建仓
FEGE FIRST EAGLE GLOBAL EQUITY ETF +$14.4K
307
清仓
— PIPER JAFFRAY COS
-$12.6K
0 -100%
减持
— NVENT ELEC PLC SHS
-$11.3K
242 -38%
减持
IYW ISHARES U.S. TECHNOLOGY ETF -$11.1K
48 -52%
增持
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY +$10.4K
1,536 +0%
增持
VTI VANGUARD TOTAL STOCK MARKET ETF -$10.0K
907 +1%
增持
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF -$9.8K
1,687 +0%
增持
CGGR CAPITAL GROUP GROWTH ETF +$9.8K
30,418 +12%
减持
IVW ISHARES S&P 500 GROWTH ETF -$9.7K
743 -2%
减持
CVX CHEVRON CORPORATION COM +$9.2K
253 -11%
清仓
LMT LOCKHEED MARTIN CORP COM -$9.2K
0 -100%
减持
USMV ISHARES MSCI USA MIN VOL FACTOR ETF -$9.0K
799 -10%
增持
IJR ISHARES CORE S&P SMALL CAP ETF +$9.0K
2,161 +0%
减持
TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND -$9.0K
375 -50%
建仓
— LINDE PLC SHS
+$8.4K
17
建仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF +$8.4K
115
清仓
PAYC PAYCOM SOFTWARE INC COM -$8.3K
0 -100%
建仓
OAKG OAKMARK GLOBAL LARGE CAP ETF +$7.9K
325
减持
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF -$6.9K
2,689 -3%
减持
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND -$6.4K
175 -50%
清仓
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF -$6.4K
0 -100%
增持
EAOA ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF +$6.4K
1,228 +17%
减持
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF -$5.8K
834 -7%
增持
FDIG FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF -$5.0K
880 +0%
清仓
ALKT ALKAMI TECHNOLOGY INC COM -$5.0K
0 -100%
清仓
APD AIR PRODUCTS AND CHEMICALS INC COM -$4.9K
0 -100%
清仓
TIP ISHARES TIPS BOND ETF -$4.8K
0 -100%
减持
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK -$4.6K
78 -37%
清仓
AMP AMERIPRISE FINL INC COM -$4.4K
0 -100%
增持
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF -$4.2K
6,781 +0%
增持
BKIE BNY MELLON INTERNATIONAL EQUITY ETF +$3.5K
1,842 +1%
减持
VEEV VEEVA SYS INC CL A COM -$3.5K
68 -1%
减持
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF -$3.5K
35 -50%
增持
SCHH SCHWAB U.S. REIT ETF +$3.4K
4,754 +1%
减持
ESGD ISHARES ESG AWARE MSCI EAFE ETF +$3.3K
16,457 -0%
减持
IJH ISHARES CORE S&P MID-CAP ETF +$3.1K
4,620 -1%
清仓
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF -$3.0K
0 -100%
清仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF -$2.9K
0 -100%
清仓
TTD THE TRADE DESK INC COM CL A -$2.8K
0 -100%
增持
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND +$2.8K
6,507 +0%
清仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF -$2.5K
0 -100%
增持
VBR VANGUARD SMALL CAP VALUE ETF +$2.4K
405 +0%
减持
A AGILENT TECHNOLOGIES INC COM -$2.2K
24 -33%
减持
ARKG ARK GENOMIC REVOLUTION ETF -$2.1K
704 -2%
减持
GWRE GUIDEWIRE SOFTWARE INC COM -$2.1K
36 -3%
增持
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF +$2.0K
1,165 +0%
清仓
IFRA ISHARES U.S. INFRASTRUCTURE ETF -$1.8K
0 -100%
减持
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF -$1.7K
102 -11%
增持
PYPL PAYPAL HLDGS INC COM -$1.6K
126 +1%
增持
GOVT ISHARES U.S. TREASURY BOND ETF +$1.6K
1,827 +4%
减持
— GLOBANT S A COM
-$1.5K
77 -1%
减持
KNSL KINSALE CAP GROUP INC COM -$1.5K
22 -4%
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。
