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Consolidated Portfolio Review Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Consolidated Portfolio Review Corp
报告期 2026-03-31 · CIK 1972835
持仓数
34
前50大市值合计
$1.10B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 52
增持 52
减持 29
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$4.5M
50,434
增持
BIV
VANGUARD BD INDEX FDS
+$4.0M
206,334
+37%
减持
AAPL
APPLE INC
+$3.5M
121,599
-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。
减持
BSV
VANGUARD BD INDEX FDS
-$3.2M
63,234
-39%
增持
AMZN
AMAZON COM INC
+$3.1M
41,626
+81%
增持
LLY
LILLY ELI & CO
+$2.4M
5,710
+525%
增持
GOOGL
ALPHABET INC
+$2.3M
27,765
+187%
建仓
WTAI
WISDOMTREE TR
+$2.3M
119,029
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$2.1M
36,828
清仓
PI
IMPINJ INC
-$2.1M
0
-100%
减持
GLD
SPDR GOLD TR
-$2.1M
15,559
-41%
增持
IWF
ISHARES TR
+$1.7M
41,613
+4%
增持
MSFT
MICROSOFT CORP
+$1.5M
26,965
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
9,092
+0%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
29,472
+3%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.1M
13,777
+16%
建仓
MTG
MGIC INVT CORP WIS
+$1.1M
68,553
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
95,076
-20%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.1M
25,413
+270%
增持
XLP
SELECT SECTOR SPDR TR
+$958.0K
54,588
+32%
增持
RITM
RITHM CAPITAL CORP
+$952.9K
175,147
+105%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$944.4K
68,289
建仓
TLT
ISHARES TR
+$872.6K
8,477
增持
GSEW
GOLDMAN SACHS ETF TR
+$861.1K
102,973
+11%
增持
BKT
BLACKROCK INCOME TR INC
+$736.3K
131,042
+92%
增持
MA
MASTERCARD INCORPORATED
+$730.4K
23,355
+0%
增持
EWJ
ISHARES INC
+$686.2K
16,846
+177%
清仓
CLX
CLOROX CO DEL
-$626.2K
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$623.2K
37,004
+15%
建仓
WEA
WESTERN ASSET PREMIER BD FD
+$612.6K
60,123
减持
XLK
SELECT SECTOR SPDR TR
-$574.8K
17,133
-27%
增持
TSLA
TESLA INC
+$541.0K
7,166
+11%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$506.8K
97,574
+7%
增持
MGF
MFS GOVT MKTS INCOME TR
+$503.3K
216,327
+273%
增持
BIZD
VANECK ETF TRUST
+$496.8K
109,853
+37%
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$418.4K
5,859
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$409.5K
101,296
+12%
建仓
USFR
WISDOMTREE TR
+$408.8K
8,124
清仓
IGSB
ISHARES TR
-$399.8K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$397.0K
10,811
+1%
增持
—
FIRST TR SPECIALTY FIN & FIN
+$395.0K
611,290
+20%
建仓
—
ATLANTICA SUSTAINABLE INFR P
+$386.9K
16,505
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$380.9K
3,836
-1%
建仓
PFO
FLAHERTY & CRUMRINE PFD INCO
+$379.7K
47,407
建仓
FEZ
SPDR INDEX SHS FDS
+$376.9K
8,197
增持
FPF
FIRST TR INTER DURATN PFD &
+$373.0K
113,729
+29%
增持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
+$369.4K
128,406
+27%
建仓
UTG
REAVES UTIL INCOME FD
+$352.2K
12,845
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$345.9K
7,831
清仓
SRLN
SSGA ACTIVE ETF TR
-$342.1K
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$340.5K
5,914
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$328.2K
7,064
清仓
MPC
MARATHON PETE CORP
-$321.0K
0
-100%
建仓
HASI
HANNON ARMSTRONG SUST INFR C
+$320.1K
12,806
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$310.8K
7,976
减持
RWO
SPDR INDEX SHS FDS
-$308.5K
9,643
-44%
建仓
LNG
CHENIERE ENERGY INC
+$307.9K
2,021
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$307.1K
11,566
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$303.4K
13,034
建仓
MORT
VANECK ETF TRUST
+$301.8K
25,131
减持
IWY
ISHARES TR
+$296.4K
18,192
-2%
建仓
BOND
PIMCO ETF TR
+$295.3K
3,223
增持
TOTL
SSGA ACTIVE ETF TR
+$294.8K
15,635
+89%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$294.4K
142,625
+5%
增持
PAXS
PIMCO ACCESS INCOME FUND
+$293.1K
80,409
+34%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$290.4K
107,839
+7%
减持
VCR
VANGUARD WORLD FDS
-$290.2K
2,850
-34%
增持
XLV
SELECT SECTOR SPDR TR
+$285.8K
8,351
+31%
减持
FTNT
FORTINET INC
+$283.2K
31,078
-0%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$282.4K
12,694
增持
PANW
PALO ALTO NETWORKS INC
+$280.4K
4,394
+4%
建仓
BOTZ
GLOBAL X FDS
+$280.0K
9,741
建仓
QMAR
FIRST TR EXCHNG TRADED FD VI
+$279.9K
11,676
建仓
PBTP
INVESCO EXCH TRADED FD TR II
+$279.5K
11,414
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$278.8K
6,728
建仓
THQ
TEKLA HEALTHCARE OPPORTUNITI
+$276.7K
14,512
建仓
—
INTERNATIONAL SEAWAYS INC
+$275.0K
7,191
建仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$271.0K
6,667
减持
VHT
VANGUARD WORLD FDS
+$270.3K
48,604
-0%
建仓
SPDW
SPDR INDEX SHS FDS
+$270.0K
8,296
建仓
PAVE
GLOBAL X FDS
+$268.3K
8,537
建仓
BHK
BLACKROCK CORE BD TR
+$266.1K
25,012
增持
VGT
VANGUARD WORLD FDS
+$264.9K
4,400
+1%
建仓
DPG
DUFF & PHELPS UTLITY AND INF
+$259.9K
26,711
建仓
SPIP
SPDR SER TR
+$254.4K
9,847
减持
VFH
VANGUARD WORLD FDS
-$249.2K
22,045
-16%
增持
SPSB
SPDR SER TR
+$245.0K
87,742
+11%
建仓
HYD
VANECK ETF TRUST
+$242.1K
4,715
建仓
AQN
ALGONQUIN PWR UTILS CORP
+$237.3K
28,734
建仓
EQNR
EQUINOR ASA
+$236.3K
8,088
清仓
IDEV
ISHARES TR
-$234.1K
0
-100%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$230.4K
0
-100%
减持
—
NATIONAL INSTRS CORP
-$230.2K
7,173
-41%
清仓
PGZ
PRINCIPAL REAL ESTATE INCOME
-$228.0K
0
-100%
建仓
HNDL
STRATEGY SHS
+$227.0K
11,168
建仓
MRVL
MARVELL TECHNOLOGY INC
+$225.9K
3,779
增持
—
INVESCO EXCH TRD SLF IDX FD
+$223.2K
89,296
+14%
减持
META
META PLATFORMS INC
+$219.8K
3,762
-7%
减持
VYM
VANGUARD WHITEHALL FDS
-$218.2K
46,748
-5%
清仓
TTEK
TETRA TECH INC NEW
-$218.2K
0
-100%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$217.4K
168,625
+6%
建仓
KIE
SPDR SER TR
+$217.2K
5,312
建仓
COPX
GLOBAL X FDS
+$216.1K
5,741
清仓
IHF
ISHARES TR
-$211.7K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$211.6K
0
-100%
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$211.2K
14,698
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$210.1K
195,380
+3%
建仓
PNC
PNC FINL SVCS GROUP INC
+$209.8K
1,666
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$209.5K
2,770
清仓
NICE
NICE LTD
-$209.4K
0
-100%
减持
ICSH
ISHARES TR
-$209.3K
9,703
-30%
建仓
SHOP
SHOPIFY INC
+$208.0K
3,220
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$207.7K
6,648
清仓
SCZ
ISHARES TR
-$202.9K
0
-100%
清仓
EFAV
ISHARES TR
-$202.0K
0
-100%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$200.6K
0
-100%
增持
DMO
WESTERN ASSET MTG DEFINED OP
+$194.7K
232,029
+7%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$192.8K
78,748
+15%
减持
MGK
VANGUARD WORLD FD
+$189.2K
10,820
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$183.9K
35,482
+8%
建仓
KEY
KEYCORP
+$180.1K
19,490
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$176.1K
10,317
+1%
减持
JPM
JPMORGAN CHASE & CO
+$169.6K
11,276
-0%
减持
VTV
VANGUARD INDEX FDS
+$165.4K
59,452
-1%
增持
VNQ
VANGUARD INDEX FDS
+$165.2K
39,787
+5%
减持
GOOG
ALPHABET INC
+$160.7K
11,285
-3%
增持
IFN
INDIA FD INC
+$157.6K
89,441
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$146.1K
3,719
+2%
建仓
WDI
WESTERN ASSET DIVERSIFIED IN
+$139.8K
10,376
增持
VDC
VANGUARD WORLD FDS
+$139.3K
24,854
+2%
减持
VB
VANGUARD INDEX FDS
+$137.9K
18,343
-1%
建仓
VVR
INVESCO SR INCOME TR
+$137.1K
35,607
清仓
—
BNY MELLON ALCENTRA GLOBAL C
-$136.4K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$135.8K
7,968
+1%
建仓
—
TRANSOCEAN LTD
+$134.9K
19,246
清仓
XEVVX
EATON VANCE LTD DURATION INC
-$134.6K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$133.4K
11,878
-3%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$130.5K
13,879
-35%
减持
IWM
ISHARES TR
-$130.1K
2,002
-29%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$124.2K
19,423
-1%
增持
LIT
GLOBAL X FDS
+$121.7K
7,414
+31%
增持
QQQ
INVESCO QQQ TR
+$121.3K
1,269
+17%
增持
SPGI
S&P GLOBAL INC
+$120.3K
920
+28%
增持
SHW
SHERWIN WILLIAMS CO
+$119.5K
2,931
+0%
增持
CCI
CROWN CASTLE INC
+$119.0K
8,508
+34%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$118.7K
18,584
-24%
增持
SCHW
SCHWAB CHARLES CORP
+$116.2K
19,575
+3%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
+$115.9K
222,600
-0%
减持
ORCL
ORACLE CORP
+$110.9K
4,700
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$110.8K
28,496
-7%
