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 80 项建仓 6增持 49减持 12清仓 13
建仓
DBMF LITMAN GREGORY FDS TR +$2.3M
74,893
增持
NBSD NEUBERGER BERMAN ETF TRUST +$1.9M
119,095 +49%
增持
VALQ AMERICAN CENTY ETF TR +$1.8M
33,570 +554%
增持
CGDV CAPITAL GROUP DIVIDEND VALUE +$1.7M
52,301 +365%
增持
BUFR FIRST TR EXCHNG TRADED FD VI +$1.3M
184,719 +28%
增持
AVUV AMERICAN CENTY ETF TR +$1.2M
62,566 +11%
减持
ROK ROCKWELL AUTOMATION INC -$926.0K
877 -72%
增持
TOUS T ROWE PRICE ETF INC +$775.4K
34,821 +181%
增持
TCAF T ROWE PRICE ETF INC +$477.5K
67,759 +34%
建仓
— EXXON MOBIL CORP
+$426.3K
2,512
清仓
CIBR FIRST TR EXCHANGE TRADED FD -$331.3K
0 -100%
清仓
BND VANGUARD BD INDEX FDS -$273.8K
0 -100%
增持
FVD FIRST TR EXCHANGE-TRADED FD +$136.2K
38,726 +6%
减持
BRK/B BERKSHIRE HATHAWAY INC DEL -$130.9K
4,187 -2%
减持
COST COSTCO WHOLESALE CORPORATION +$122.0K
1,000 -1%
减持
CGMS CAPITAL GRP FIXED INCM ETF T -$95.3K
111,631 -2%
增持
BKGI BNY MELLON ETF TRUST +$66.5K
10,614 +5%
增持
TSM TAIWAN SEMICONDUCTOR MANUFAC +$45.2K
1,013 +4%
减持
JHCB JOHN HANCOCK EXCHANGE TRADED -$34.7K
21,223 -6%
增持
PLTR PALANTIR TECHNOLOGIES INC +$18.3K
3,649 +26%
增持
BUFQ FIRST TR EXCHNG TRADED FD VI +$17.3K
43,016 +3%
增持
SPY STATE STR SPDR S&P 500 ETF T -$14.6K
481 +0%
减持
IGPT INVESCO EXCHANGE TRADED FD T -$11.8K
6,250 -1%
增持
RDVY FIRST TR EXCHANGE TRADED FD +$10.8K
19,944 +3%
增持
FNX FIRST TR EXCHANGE-TRADED ALP +$6.1K
2,367 +0%
增持
LMBS FIRST TR EXCHANGE-TRADED FD +$6.0K
14,465 +1%
增持
FEMB FIRST TR EXCH TRADED FD III +$4.7K
10,326 +5%
增持
FPX FIRST TR EXCHANGE-TRADED FD +$4.2K
3,321 +4%
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。
