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 42 项增持 19减持 16清仓 7
减持
VEU VANGUARD INTL EQUITY INDEX F -$2.2M
3,683 -89%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL -$680.8K
1,680 -43%
增持
XLI SELECT SECTOR SPDR TR +$577.6K
15,894 +24%
增持
XLK SELECT SECTOR SPDR TR +$501.1K
70,488 +14%
增持
XLE SELECT SECTOR SPDR TR +$500.0K
18,779 +29%
清仓
VEA VANGUARD TAX-MANAGED FDS -$427.1K
0 -100%
增持
XLC SELECT SECTOR SPDR TR +$336.7K
25,603 +20%
增持
SPY STATE STR SPDR S&P 500 ETF T +$324.8K
6,601 +13%
增持
XLU SELECT SECTOR SPDR TR +$261.8K
18,779 +34%
增持
XLY SELECT SECTOR SPDR TR +$244.3K
23,287 +21%
清仓
FXF INVESCO CURRENCYSHARES SWISS -$239.8K
0 -100%
增持
XLRE SELECT SECTOR SPDR TR +$225.8K
16,395 +49%
清仓
FXY INVESCO CURRENCYSHARES JAPAN -$217.5K
0 -100%
增持
XLV SELECT SECTOR SPDR TR +$198.8K
17,709 +14%
增持
XLF SELECT SECTOR SPDR TR +$184.0K
76,121 +17%
增持
XLP SELECT SECTOR SPDR TR +$142.8K
16,308 +6%
减持
PLTR PALANTIR TECHNOLOGIES INC -$140.9K
1,370 -29%
增持
XLB SELECT SECTOR SPDR TR +$111.1K
10,952 +14%
增持
FBTC FIDELITY WISE ORIGIN BITCOIN -$69.0K
4,275 +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。
