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 55 项建仓 6增持 29减持 18清仓 2
减持
CEF SPROTT ASSET MANAGEMENT LP -$1.7M
182,952 -20%
减持
PSLV SPROTT ASSET MANAGEMENT LP -$1.2M
37,032 -59%
增持
FBND FIDELITY MERRIMACK STR TR +$1.0M
278,209 +10%
增持
AVLV AMERICAN CENTY ETF TR +$747.1K
116,758 +2%
减持
FCG FIRST TR EXCHANGE-TRADED FD +$665.8K
85,652 -2%
增持
AVUQ AMERICAN CENTY ETF TR +$509.7K
156,870 +12%
建仓
WPM WHEATON PRECIOUS METALS CORP +$360.5K
2,752
增持
DFAS DIMENSIONAL ETF TRUST +$289.9K
61,084 +5%
增持
XLE SELECT SECTOR SPDR TR +$270.2K
13,066 +10%
增持
DFAX DIMENSIONAL ETF TRUST +$234.7K
184,874 +0%
减持
AVDV AMERICAN CENTY ETF TR +$193.9K
45,698 -2%
减持
IBD NORTHERN LTS FD TR IV -$149.2K
31,524 -15%
增持
AEM AGNICO EAGLE MINES LTD +$81.0K
1,579 +12%
减持
VT VANGUARD INTL EQUITY INDEX F -$52.5K
9,674 -2%
增持
VEU VANGUARD INTL EQUITY INDEX F +$29.0K
9,631 +2%
增持
VGSH VANGUARD SCOTTSDALE FDS +$21.3K
6,861 +6%
增持
BND VANGUARD BD INDEX FDS +$14.7K
3,807 +6%
增持
DFUV DIMENSIONAL ETF TRUST +$13.1K
6,424 +0%
减持
PHYS SPROTT ASSET MANAGEMENT LP +$11.5K
329,001 -7%
增持
BNDX VANGUARD CHARLOTTE FDS +$3.9K
6,806 +2%
增持
BSV VANGUARD BD INDEX FDS -$3.4K
10,904 +0%
增持
VCSH VANGUARD SCOTTSDALE FDS +$220
5,352 +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。
