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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 61
增持 57
减持 12
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$33.8M
188,191
+230%
建仓
MSTR
MICROSTRATEGY INC
+$12.7M
43,718
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$10.4M
128,085
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。
增持
MSFT
MICROSOFT CORP
+$8.3M
36,134
+123%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$4.4M
74,339
+246%
增持
LLY
ELI LILLY & CO
+$4.3M
6,822
+537%
建仓
IWD
ISHARES TR
+$3.9M
21,032
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$3.9M
51,286
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$3.5M
9,537
增持
WMT
WALMART INC
+$3.2M
40,184
+739%
建仓
PFE
PFIZER INC
+$3.2M
120,313
建仓
PRU
PRUDENTIAL FINL INC
+$3.1M
26,431
增持
TSLA
TESLA INC
+$3.1M
11,679
+88%
增持
IJR
ISHARES TR
+$2.9M
40,406
+162%
增持
O
REALTY INCOME CORP
+$2.8M
68,151
+439%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
13,083
+253%
增持
SLV
ISHARES SILVER TR
+$2.7M
113,068
+1208%
增持
PG
PROCTER AND GAMBLE CO
+$2.7M
28,482
+141%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$2.7M
86,297
增持
NFLX
NETFLIX INC
+$2.4M
3,136
+544%
建仓
PYPL
PAYPAL HLDGS INC
+$2.4M
28,168
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
3,211
+406%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.4M
42,066
增持
VYM
VANGUARD WHITEHALL FDS
+$2.4M
56,213
+50%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
50,528
+39%
建仓
HOOD
ROBINHOOD MKTS INC
+$2.3M
61,863
建仓
STEW
SRH TOTAL RETURN FUND INC
+$2.3M
142,116
建仓
VRT
VERTIV HOLDINGS CO
+$2.3M
19,867
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.2M
20,560
+127%
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD
+$2.2M
110,161
增持
ADBE
ADOBE INC
+$2.2M
5,728
+780%
建仓
EME
EMCOR GROUP INC
+$2.2M
4,773
建仓
FIX
COMFORT SYS USA INC
+$2.1M
4,986
增持
BKNG
BOOKING HOLDINGS INC
+$2.1M
493
+509%
清仓
PI
IMPINJ INC
-$1.9M
0
-100%
增持
T
AT&T INC
+$1.8M
114,517
+222%
减持
IWF
ISHARES TR
-$1.8M
38,350
-16%
建仓
ITOT
ISHARES TR
+$1.8M
13,998
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
16,552
+348%
清仓
—
LAM RESEARCH CORP
-$1.8M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
8,696
+797%
清仓
AVAV
AEROVIRONMENT INC
-$1.6M
0
-100%
减持
GSEW
GOLDMAN SACHS ETF TR
-$1.6M
108,050
-16%
建仓
LRCX
LAM RESEARCH CORP
+$1.6M
21,930
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.5M
14,334
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$1.5M
35,254
增持
HD
HOME DEPOT INC
+$1.4M
5,234
+243%
清仓
ASTL
ALGOMA STL GROUP INC
-$1.4M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
75,830
+15%
减持
VHT
VANGUARD WORLD FD
-$1.3M
34,636
-3%
清仓
IOT
SAMSARA INC
-$1.3M
0
-100%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$1.3M
15,370
增持
VUG
VANGUARD INDEX FDS
+$1.3M
36,583
+2%
建仓
SCHM
SCHWAB STRATEGIC TR
+$1.3M
45,297
清仓
DHI
D R HORTON INC
-$1.3M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
6,693
+73%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.3M
98,713
-18%
建仓
COIN
COINBASE GLOBAL INC
+$1.2M
4,904
建仓
AMGN
AMGEN INC
+$1.2M
4,666
清仓
HMY
HARMONY GOLD MINING CO LTD
-$1.2M
0
-100%
清仓
THQ
ABRDN HEALTHCARE OPPORTUNITI
-$1.2M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
9,177
+86%
增持
QQQ
INVESCO QQQ TR
+$1.2M
6,865
+42%
增持
CSCO
CISCO SYS INC
+$1.0M
21,830
+364%
建仓
PEGA
PEGASYSTEMS INC
+$1.0M
11,036
建仓
QCOM
QUALCOMM INC
+$1.0M
6,640
清仓
SCHW
SCHWAB CHARLES CORP
-$1.0M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$1.0M
19,729
+25%
清仓
SHY
ISHARES TR
-$1.0M
0
-100%
建仓
CSX
CSX CORP
+$993.0K
30,772
增持
VZ
VERIZON COMMUNICATIONS INC
+$992.7K
93,879
+53%
增持
CVX
CHEVRON CORP NEW
+$986.7K
11,646
+145%
增持
GOOG
ALPHABET INC
+$974.9K
12,214
+51%
建仓
SPYG
SPDR SER TR
+$967.3K
11,004
清仓
—
NAVIOS MARITIME PARTNERS L P
-$935.3K
0
-100%
清仓
—
ISHARES TR
-$901.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$839.3K
11,850
+40%
建仓
WPC
WP CAREY INC
+$825.5K
15,152
减持
VDC
VANGUARD WORLD FD
-$818.0K
38,943
-6%
建仓
IBTI
ISHARES TR
+$817.0K
37,302
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$771.0K
35,561
减持
GLD
SPDR GOLD TR
-$753.7K
14,049
-18%
清仓
—
ISHARES TR
-$745.3K
0
-100%
建仓
RAIL
FREIGHTCAR AMER INC
+$743.4K
82,970
增持
GSLC
GOLDMAN SACHS ETF TR
+$721.4K
70,402
+8%
清仓
TD
TORONTO DOMINION BK ONT
-$720.8K
0
-100%
建仓
IBDT
ISHARES TR
+$712.4K
28,609
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$705.9K
52,349
-21%
增持
UPS
UNITED PARCEL SERVICE INC
+$704.7K
8,197
+240%
建仓
SGOV
ISHARES TR
+$695.3K
6,931
建仓
ET
ENERGY TRANSFER L P
+$673.1K
34,361
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$641.5K
35,054
建仓
USMV
ISHARES TR
+$637.9K
7,185
减持
XLU
SELECT SECTOR SPDR TR
-$628.7K
3,418
-69%
建仓
CMI
CUMMINS INC
+$591.9K
1,698
清仓
—
FIRST TR SPECIALTY FIN & FIN
-$587.9K
0
-100%
建仓
CTAS
CINTAS CORP
+$581.2K
3,181
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$555.0K
32,433
-24%
增持
SCHG
SCHWAB STRATEGIC TR
+$546.8K
140,584
+334%
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$544.5K
0
-100%
建仓
IJT
ISHARES TR
+$540.0K
3,989
建仓
GSIE
GOLDMAN SACHS ETF TR
+$534.8K
16,041
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$533.7K
48,902
+28%
增持
BIZD
VANECK ETF TRUST
+$504.0K
91,406
+49%
增持
SCHX
SCHWAB STRATEGIC TR
+$503.2K
272,353
+218%
增持
EMR
EMERSON ELEC CO
+$497.3K
5,799
+187%
减持
AMZN
AMAZON COM INC
+$496.3K
23,939
-6%
增持
IWY
ISHARES TR
+$489.1K
20,530
+4%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$479.1K
162,110
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$460.2K
11,673
+229%
建仓
AVDE
AMERICAN CENTY ETF TR
+$459.5K
7,488
建仓
PEP
PEPSICO INC
+$454.6K
2,990
增持
VEA
VANGUARD TAX-MANAGED FDS
-$454.4K
187,352
+5%
建仓
MCD
MCDONALDS CORP
+$445.6K
1,537
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$443.5K
141,298
+1%
清仓
—
INTERNATIONAL SEAWAYS INC
-$438.6K
0
-100%
建仓
GIGB
GOLDMAN SACHS ETF TR
+$436.5K
9,685
增持
XLK
SELECT SECTOR SPDR TR
+$428.6K
19,521
+7%
增持
IVV
ISHARES TR
+$427.6K
1,376
+108%
建仓
CION
CION INVT CORP
+$417.4K
36,610
清仓
XYLD
GLOBAL X FDS
-$394.4K
0
-100%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$392.1K
12,890
减持
CCI
CROWN CASTLE INC
-$390.0K
10,816
-6%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$388.4K
1,135
清仓
—
ISHARES TR
-$385.8K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$385.1K
145,792
+7%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$379.6K
6,355
增持
LMT
LOCKHEED MARTIN CORP
+$373.1K
1,385
+170%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$371.6K
5,829
增持
—
EXXON MOBIL CORP
+$354.6K
10,704
+57%
增持
AVGO
BROADCOM INC
+$354.3K
3,555
+31%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$350.5K
94,290
+13%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$343.3K
6,472
建仓
—
ASTRAZENECA PLC
+$342.9K
5,234
建仓
IVOG
VANGUARD ADMIRAL FDS INC
+$337.0K
2,991
增持
IFN
INDIA FD INC
-$334.8K
105,981
+1%
清仓
URNM
SPROTT FDS TR
-$324.9K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$324.1K
30,617
+17%
建仓
CARY
ANGEL OAK FUNDS TRUST
+$324.1K
15,741
建仓
ETHW
BITWISE ETHEREUM ETF
+$321.9K
13,431
增持
AGNC
AGNC INVT CORP
+$321.4K
181,744
+41%
建仓
CLX
CLOROX CO DEL
+$317.7K
1,956
建仓
—
GARMIN LTD
+$310.6K
1,506
建仓
BITO
PROSHARES TR
+$309.5K
13,585
增持
SPYV
SPDR SER TR
+$305.3K
10,092
+153%
建仓
LOW
LOWES COS INC
+$304.0K
1,232
建仓
TGT
TARGET CORP
+$299.9K
2,218
减持
PFO
FLAHERTY & CRUMRINE PFD INCO
-$296.6K
59,058
-33%
建仓
QUAL
ISHARES TR
+$296.0K
1,662
增持
PDI
PIMCO DYNAMIC INCOME FD
+$295.9K
60,594
+51%
