Macco Financial Group, Inc.

报告期 2026-03-31 · CIK 0002111816

持仓数

前50大市值合计

$132.1M

报告期

2026-03-31

当前持仓调仓

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

看某季调仓:

26Q1 25Q4

26Q1 调仓2025-12-31 → 2026-03-31 · 共 26 项建仓 8增持 8减持 4清仓 6

方向

标的

Δ市值

现股数(环比)

建仓

VTV VANGUARD INDEX FDS

+$7.1M

36,196

增持

IWM ISHARES TR

+$5.6M

33,455 +208%

清仓

MGC VANGUARD WORLD FD

-$5.6M

0 -100%

增持

SPYM SPDR SERIES TRUST

+$5.5M

501,140 +22%

清仓

SPYV SPDR SERIES TRUST

-$5.1M

0 -100%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$3.9M

67,533 +40%

增持

SPDW SPDR INDEX SHS FDS

+$3.3M

318,789 +26%

建仓

VGIT VANGUARD SCOTTSDALE FDS

+$3.2M

54,461

清仓

FLRN SPDR SERIES TRUST

-$3.1M

0 -100%

清仓

USMV ISHARES TR

-$2.3M

0 -100%

增持

IEFA ISHARES TR

+$1.5M

120,188 +15%

减持

SPYG SPDR SERIES TRUST

-$1.5M

69,812 -10%

减持

JMEE J P MORGAN EXCHANGE TRADED F

-$1.3M

106,864 -18%

建仓

PULS PGIM ETF TR

+$1.2M

25,123

建仓

VXF VANGUARD INDEX FDS

+$1.0M

5,059

增持

BAPR INNOVATOR ETFS TRUST

+$945.0K

112,569 +18%

建仓

VYM VANGUARD WHITEHALL FDS

+$589.0K

3,977

减持

VO VANGUARD INDEX FDS

-$551.2K

13,737 -11%

建仓

IWD ISHARES TR

+$395.3K

1,850

增持

BIL SPDR SERIES TRUST

+$364.1K

31,821 +14%

增持

VOO VANGUARD INDEX FDS

+$321.0K

2,193 +39%

建仓

AVUV AMERICAN CENTY ETF TR

+$298.9K

2,706

建仓

BFC BANK FIRST CORP

+$293.4K

2,172

清仓

VTEB VANGUARD MUN BD FDS

-$261.5K

0 -100%

清仓

MSFT MICROSOFT CORP

-$218.6K

0 -100%

减持

ZALT INNOVATOR ETFS TRUST

-$69.4K

109,177 -2%

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。