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 项建仓 5增持 22减持 13清仓 2
减持
XLF SELECT SECTOR SPDR TR -$349.8K
53,956 -2%
建仓
BITB BITWISE BITCOIN ETF TR +$308.7K
8,387
增持
— EXXON MOBIL CORP
+$279.2K
5,657 +0%
建仓
VT VANGUARD INTL EQUITY INDEX F +$229.3K
1,657
建仓
UBSI UNITED BANKSHARES INC WEST V +$207.1K
5,000
减持
VCIT VANGUARD SCOTTSDALE FDS -$140.5K
34,121 -4%
增持
OAKM HARRIS OAKMARK ETF TRUST +$112.3K
295,213 +4%
增持
OAKI HARRIS OAKMARK ETF TRUST -$92.5K
338,454 +6%
减持
RDVY FIRST TR EXCHANGE TRADED FD -$82.5K
23,513 -3%
增持
PID INVESCO EXCHANGE TRADED FD T +$67.2K
29,635 +10%
增持
QQQM INVESCO EXCH TRADED FD TR II -$32.8K
26,221 +6%
增持
UBCP UNITED BANCORP INC OHIO +$28.9K
33,372 +0%
减持
FVD FIRST TR EXCHANGE-TRADED FD -$26.9K
12,427 -6%
增持
UCON FIRST TR EXCHNG TRADED FD VI +$22.1K
359,962 +2%
增持
XLK SELECT SECTOR SPDR TR -$22.0K
2,021 +0%
增持
CRWD CROWDSTRIKE HLDGS INC -$20.2K
731 +12%
减持
SPLV INVESCO EXCH TRADED FD TR II +$10.6K
7,579 -0%
减持
GTO INVESCO ACTIVELY MANAGED EXC -$8.2K
7,985 -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。
