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 33 项增持 13减持 19清仓 1
减持
— TASEKO MINES LTD COM
-$739.3K
215,922 -14%
减持
QQQ INVESCO QQQ TRUST SERIES I -$563.9K
2,328 -26%
清仓
SMH VANECK SEMICONDUCTOR ETF -$551.8K
0 -100%
增持
USMV ISHARES MSCI USA MIN VOL FACTOR ETF -$501.7K
149,232 +1%
增持
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF -$459.0K
205,575 +2%
增持
SDY STATE STREET SPDR S&P DIVIDEND ETF -$134.1K
51,269 +4%
增持
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF -$125.7K
47,717 +2%
减持
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF -$109.3K
91,077 -1%
增持
FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF -$88.5K
15,572 +0%
增持
VBR VANGUARD SMALL CAP VALUE ETF -$53.0K
3,921 +1%
减持
IBM INTERNATIONAL BUSINESS MACHS COM -$44.0K
10,394 -2%
增持
VXF VANGUARD EXTENDED MARKET ETF -$35.1K
2,637 +0%
减持
BAC BANK OF AMER CORP COM -$29.0K
7,650 -0%
增持
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF -$28.2K
4,436 +0%
增持
FLV AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF -$26.4K
204,760 +7%
减持
EPD ENTERPRISE PRODS PARTNERS L P COM +$25.7K
22,484 -2%
减持
NVDA NVIDIA CORPORATION COM -$23.1K
1,482 -3%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW -$16.2K
583 -1%
减持
VZ VERIZON COMMUNICATIONS INC COM +$11.1K
26,671 -2%
增持
AGG ISHARES CORE U.S. AGGREGATE BOND ETF +$9.9K
104,926 +2%
减持
COST COSTCO WHOLESALE CORPORATION COM +$9.1K
1,037 -0%
增持
DSI ISHARES ESG MSCI KLD 400 ETF -$7.5K
2,044 +3%
减持
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND -$437
5,631 -0%
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。
