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 127 项建仓 7增持 74减持 40清仓 6
增持
JPST J P MORGAN EXCHANGE TRADED F +$4.6M
283,399 +48%
减持
SBCF SEACOAST BKG CORP FLA -$2.0M
223,437 -20%
增持
HELO J P MORGAN EXCHANGE TRADED F +$525.9K
122,654 +11%
减持
CIBR FIRST TR EXCHANGE-TRADED FD -$494.0K
14,115 -27%
清仓
PANW PALO ALTO NETWORKS INC -$427.7K
0 -100%
清仓
PLTR PALANTIR TECHNOLOGIES INC -$378.4K
0 -100%
增持
JEPQ J P MORGAN EXCHANGE TRADED F +$375.2K
10,603 +189%
增持
BUFQ FIRST TR EXCHNG TRADED FD VI +$350.4K
62,680 +21%
增持
MA MASTERCARD INCORPORATED -$334.8K
7,273 +5%
增持
BRK/B BERKSHIRE HATHAWAY INC DEL -$310.6K
15,538 +1%
增持
XLE SELECT SECTOR SPDR TR +$293.3K
17,300 +1%
增持
COST COSTCO WHOLESALE CORPORATION +$240.4K
1,478 +3%
减持
ADP AUTOMATIC DATA PROCESSING IN -$233.7K
4,047 -1%
减持
QGRO AMERICAN CENTY ETF TR -$233.5K
19,575 -2%
增持
JEPI J P MORGAN EXCHANGE TRADED F +$228.1K
15,614 +36%
清仓
RSPT INVESCO EXCHANGE TRADED FD T -$222.1K
0 -100%
增持
JSCP J P MORGAN EXCHANGE TRADED F +$212.3K
10,524 +75%
减持
JCPB J P MORGAN EXCHANGE TRADED F -$209.8K
87,135 -4%
增持
— EXXON MOBIL CORP
+$201.4K
3,691 +5%
建仓
BAB INVESCO EXCH TRADED FD TR II +$200.3K
7,430
增持
TSM TAIWAN SEMICONDUCTOR MANUFAC +$184.4K
2,800 +12%
减持
BDX BECTON DICKINSON & CO -$126.6K
3,210 -1%
增持
BKNG BOOKING HOLDINGS INC -$112.5K
117 +4%
增持
PPA INVESCO EXCHANGE TRADED FD T +$102.8K
4,907 +8%
增持
RSPU INVESCO EXCHANGE TRADED FD T +$93.6K
10,723 +3%
增持
FESM FIDELITY COVINGTON TRUST +$86.9K
30,193 +8%
增持
BUFF INNOVATOR ETFS TRUST +$81.3K
15,677 +13%
增持
SPY STATE STR SPDR S&P 500 ETF T -$77.4K
4,177 +2%
增持
PPI INVESTMENT MANAGERS SER TR I +$67.6K
27,762 +1%
减持
SIVR ABRDN SILVER ETF TRUST +$64.0K
17,649 -1%
减持
FIW FIRST TR EXCHANGE-TRADED FD -$62.2K
3,706 -9%
减持
JMUB J P MORGAN EXCHANGE TRADED F -$62.0K
12,600 -8%
增持
QINT AMERICAN CENTY ETF TR +$43.4K
10,053 +5%
减持
BSV VANGUARD BD INDEX FDS -$42.8K
27,259 -1%
增持
VRTX VERTEX PHARMACEUTICALS INC +$20.8K
876 +7%
增持
PEG PUBLIC SVC ENTERPRISE GROUP +$19.6K
6,131 +3%
增持
GS GOLDMAN SACHS GROUP INC +$19.2K
592 +8%
增持
RSP INVESCO EXCHANGE TRADED FD T +$17.9K
34,877 +0%
减持
JPME J P MORGAN EXCHANGE TRADED F +$10.5K
6,084 -4%
增持
VCIT VANGUARD SCOTTSDALE FDS +$6.6K
4,290 +3%
减持
PID INVESCO EXCHANGE TRADED FD T -$3.9K
20,066 -2%
清仓
— NUBURU INC
-$2.1K
0 -100%
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。
