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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 24
增持 55
减持 47
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
XLP
SELECT SECTOR SPDR TR
-$3.5M
8,240
-85%
增持
VDC
VANGUARD WORLD FDS
+$3.4M
44,909
+81%
增持
AAPL
APPLE INC
-$2.7M
122,144
+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。
清仓
WTAI
WISDOMTREE TR
-$2.3M
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.2M
56,067
-48%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$2.1M
26,510
建仓
ACWV
ISHARES INC
+$2.0M
21,109
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.9M
24,521
-51%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$1.6M
88,920
-60%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
68,204
-28%
减持
KIO
KKR INCOME OPPORTUNITIES FD
-$1.1M
20,617
-82%
增持
ADBE
ADOBE INC
+$1.1M
5,772
+50%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.0M
50,525
+37%
减持
VTIP
VANGUARD MALVERN FDS
-$955.3K
8,376
-71%
减持
VHT
VANGUARD WORLD FDS
-$901.9K
46,777
-4%
建仓
EAGG
ISHARES TR
+$900.9K
19,888
减持
VYM
VANGUARD WHITEHALL FDS
-$893.5K
39,345
-16%
增持
SO
SOUTHERN CO
+$875.4K
32,245
+87%
增持
V
VISA INC
+$872.2K
9,816
+68%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$835.5K
42,672
减持
MSFT
MICROSOFT CORP
-$825.1K
26,469
-2%
减持
IWF
ISHARES TR
-$792.3K
40,072
-4%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$718.0K
0
-100%
减持
PBI
PITNEY BOWES INC
-$697.4K
503,953
-20%
减持
RITM
RITHM CAPITAL CORP
-$662.8K
104,928
-40%
增持
FNDX
SCHWAB STRATEGIC TR
+$647.1K
17,644
+198%
减持
VB
VANGUARD INDEX FDS
-$637.5K
15,924
-13%
增持
BIV
VANGUARD BD INDEX FDS
+$626.1K
223,324
+8%
增持
BHK
BLACKROCK CORE BD TR
+$616.7K
88,817
+255%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$603.2K
180,253
-2%
清仓
MDYV
SPDR SER TR
-$598.0K
0
-100%
建仓
USMV
ISHARES TR
+$591.9K
8,178
建仓
XLE
SELECT SECTOR SPDR TR
+$579.4K
6,410
减持
IJR
ISHARES TR
-$566.0K
13,739
-26%
增持
SPDW
SPDR INDEX SHS FDS
+$554.0K
26,570
+220%
增持
FPF
FIRST TR INTER DURATN PFD &
+$531.6K
154,064
+35%
建仓
F
FORD MTR CO DEL
+$524.5K
42,226
增持
EWJ
ISHARES INC
+$515.5K
25,847
+53%
减持
VPU
VANGUARD WORLD FDS
-$502.4K
16,513
-10%
增持
UTG
REAVES UTIL INCOME FD
+$488.5K
34,105
+166%
减持
PODD
INSULET CORP
-$475.7K
3,656
-0%
增持
WDI
WESTERN ASSET DIVERSIFIED IN
+$439.6K
43,759
+322%
增持
FTNT
FORTINET INC
-$423.6K
32,815
+6%
增持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
+$412.3K
167,822
+31%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$382.4K
20,919
+0%
减持
LLY
ELI LILLY & CO
+$379.5K
5,692
-0%
增持
GOOGL
ALPHABET INC
+$378.0K
28,286
+2%
清仓
RAAX
VANECK ETF TRUST
-$374.2K
0
-100%
建仓
EWJV
ISHARES TR
+$370.4K
12,974
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$355.8K
32,310
+27%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$345.0K
6,441
增持
TOTL
SSGA ACTIVE ETF TR
+$331.5K
24,981
+60%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$330.3K
16,078
+105%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$313.9K
0
-100%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$310.8K
0
-100%
建仓
NVS
NOVARTIS AG
+$309.9K
3,042
减持
BA
BOEING CO
-$309.1K
12,743
-2%
减持
TLT
ISHARES TR
-$307.0K
6,378
-25%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$306.7K
188,970
-3%
增持
WEA
WESTERN ASSET PREMIER BD FD
+$296.8K
90,131
+50%
增持
VNQ
VANGUARD INDEX FDS
-$291.4K
40,090
+1%
增持
NVDA
NVIDIA CORPORATION
+$284.4K
9,495
+4%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$282.4K
0
-100%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$278.8K
0
-100%
清仓
STAG
STAG INDL INC
-$276.2K
0
-100%
建仓
MET
METLIFE INC
+$275.2K
4,374
增持
BKT
BLACKROCK INCOME TR INC
+$273.2K
164,144
+25%
建仓
COWZ
PACER FDS TR
+$270.0K
5,463
减持
VBK
VANGUARD INDEX FDS
-$268.0K
5,886
-12%
增持
PIM
PUTNAM MASTER INTER INCOME T
+$259.3K
128,269
+217%
清仓
SWK
STANLEY BLACK & DECKER INC
-$258.0K
0
-100%
清仓
SPIP
SPDR SER TR
-$254.4K
0
-100%
建仓
DE
DEERE & CO
+$250.4K
663
增持
—
AON PLC
+$247.4K
1,485
+119%
增持
VCR
VANGUARD WORLD FDS
+$247.0K
3,913
+37%
增持
MGF
MFS GOVT MKTS INCOME TR
+$242.6K
306,196
+42%
增持
USFR
WISDOMTREE TR
+$242.3K
12,938
+59%
清仓
HYD
VANECK ETF TRUST
-$242.1K
0
-100%
建仓
IGM
ISHARES TR
+$240.2K
628
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$237.0K
113,249
+12%
清仓
—
ASML HOLDING N V
-$237.0K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$231.4K
1,529
增持
CVX
CHEVRON CORP NEW
+$228.1K
12,437
+5%
建仓
XLU
SELECT SECTOR SPDR TR
+$227.1K
3,854
清仓
HNDL
STRATEGY SHS
-$227.0K
0
-100%
清仓
PPG
PPG INDS INC
-$223.9K
0
-100%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$218.7K
51,040
+9%
清仓
COPX
GLOBAL X FDS
-$216.1K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$215.9K
31,418
+7%
建仓
WMT
WALMART INC
+$215.6K
1,348
减持
CCI
CROWN CASTLE INC
-$214.4K
8,204
-4%
清仓
SPYV
SPDR SER TR
-$211.9K
0
-100%
建仓
SLYG
SPDR SER TR
+$211.8K
2,890
增持
VOO
VANGUARD INDEX FDS
+$211.6K
3,355
+24%
建仓
MCK
MCKESSON CORP
+$210.0K
483
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$209.5K
0
-100%
清仓
SHOP
SHOPIFY INC
-$208.0K
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$207.9K
147,995
+974%
增持
PFN
PIMCO INCOME STRATEGY FD II
-$206.9K
366,405
+1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$206.4K
2,744
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$205.9K
1,385
增持
PFO
FLAHERTY & CRUMRINE PFD INCO
+$205.3K
78,630
+66%
清仓
DEO
DIAGEO PLC
-$204.4K
0
-100%
清仓
PLD
PROLOGIS INC.
-$201.6K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$200.9K
221
建仓
GPN
GLOBAL PMTS INC
+$200.5K
1,738
清仓
SPMD
SPDR SER TR
-$200.1K
0
-100%
减持
BCAT
BLACKROCK CAP ALLOCATION TER
-$200.0K
87,605
-9%
减持
AMZN
AMAZON COM INC
-$198.0K
41,129
-1%
增持
AGG
ISHARES TR
+$187.6K
15,989
+19%
减持
XLK
SELECT SECTOR SPDR TR
-$185.1K
17,042
-1%
减持
MGK
VANGUARD WORLD FD
-$182.8K
10,416
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$179.7K
14,850
+24%
减持
CDC
VICTORY PORTFOLIOS II
-$179.1K
66,082
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$174.8K
3,413
-10%
减持
VGT
VANGUARD WORLD FDS
-$172.3K
4,274
-3%
增持
GSEW
GOLDMAN SACHS ETF TR
-$171.5K
104,912
+2%
建仓
VNM
VANECK ETF TRUST
+$170.9K
12,619
减持
—
WALGREENS BOOTS ALLIANCE INC
-$165.4K
17,446
-10%
增持
PAVE
GLOBAL X FDS
+$159.9K
14,094
+65%
增持
MA
MASTERCARD INCORPORATED
+$159.8K
23,604
+1%
减持
VBR
VANGUARD INDEX FDS
-$154.3K
5,256
-12%
增持
DLY
DOUBLELINE YIELD OPPORTUNITI
+$152.2K
176,665
+5%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$151.9K
37,083
+1%
减持
—
SPLUNK INC
+$144.7K
5,508
-12%
减持
—
EASTERLY GOVT PPTYS INC
-$143.2K
30,756
-10%
增持
VTV
VANGUARD INDEX FDS
+$142.0K
62,279
+5%
增持
WM
WASTE MGMT INC DEL
-$139.6K
7,239
+1%
清仓
—
TRANSOCEAN LTD
-$134.9K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$133.8K
11,683
+8%
清仓
WBD
WARNER BROS DISCOVERY INC
-$133.3K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$132.0K
10,902
+1%
减持
JRI
NUVEEN REAL ASSET INCOME & G
-$131.6K
69,642
-9%
增持
XLV
SELECT SECTOR SPDR TR
+$131.3K
9,630
+15%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$125.8K
33,753
-9%
减持
GOOG
ALPHABET INC
+$121.7K
11,277
-0%
减持
AGNC
AGNC INVT CORP
-$121.1K
58,589
-12%
减持
VTI
VANGUARD INDEX FDS
-$114.1K
4,591
-7%
增持
DPG
DUFF & PHELPS UTLITY AND INF
+$113.2K
43,280
+62%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$112.3K
14,048
-6%
减持
INTC
INTEL CORP
+$108.9K
59,171
-1%
减持
VOT
VANGUARD INDEX FDS
-$106.4K
8,240
-1%
增持
META
META PLATFORMS INC
+$101.7K
3,935
+5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$101.0K
12,007
-0%
增持
GLD
SPDR GOLD TR
-$100.6K
15,591
+0%
增持
TAN
INVESCO EXCH TRADED FD TR II
-$99.7K
6,154
+5%
减持
VFH
VANGUARD WORLD FDS
-$98.7K
21,069
-4%
减持
PAXS
PIMCO ACCESS INCOME FUND
-$95.3K
78,586
-2%
增持
VDE
VANGUARD WORLD FDS
+$93.2K
5,568
+3%
减持
VV
VANGUARD INDEX FDS
-$92.9K
9,558
-1%
