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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 30
增持 70
减持 31
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$10.3M
204,847
+0%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$4.8M
30,561
减持
VDC
VANGUARD WORLD FD
-$3.8M
27,108
-38%
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
MSTR
STRATEGY INC
-$3.6M
42,098
-1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.3M
168,296
+37%
增持
IYW
ISHARES TR
+$2.8M
15,554
+995%
建仓
AMLP
ALPS ETF TR
+$2.7M
57,951
增持
IVV
ISHARES TR
+$2.4M
10,066
+44%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.3M
59,662
+173%
减持
UTG
REAVES UTIL INCOME FD
-$2.2M
64,774
-51%
增持
VTV
VANGUARD INDEX FDS
+$2.1M
84,997
+9%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
47,118
+9%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
38,075
+2%
增持
IWY
ISHARES TR
+$1.7M
22,267
+24%
增持
MSFT
MICROSOFT CORP
+$1.6M
42,771
+4%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
10,098
-42%
增持
GOOGL
ALPHABET INC
+$1.4M
18,613
+6%
增持
SLV
ISHARES SILVER TR
+$1.4M
137,091
+1%
增持
GOOG
ALPHABET INC
+$1.4M
16,291
+11%
清仓
RITM
RITHM CAPITAL CORP
-$1.3M
0
-100%
减持
IWF
ISHARES TR
+$1.3M
36,916
-2%
建仓
CAIE
CALAMOS ETF TR
+$1.3M
45,896
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.2M
154,054
+2%
增持
VV
VANGUARD INDEX FDS
+$1.2M
7,091
+97%
增持
—
TORTOISE SUSTAINABLE & SOCIA
+$1.1M
137,548
+229%
增持
MGK
VANGUARD WORLD FD
+$1.1M
11,815
+18%
增持
APH
AMPHENOL CORP NEW
+$1.1M
12,068
+200%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.1M
39,922
+141%
增持
AMZN
AMAZON COM INC
+$1.1M
37,326
+15%
减持
GSEW
GOLDMAN SACHS ETF TR
-$1.1M
88,809
-16%
建仓
TYG
TORTOISE ENERGY INFRA CORP
+$1.0M
23,961
增持
DBL
DOUBLELINE OPPORTUNISTIC CR
+$1.0M
150,666
+73%
增持
TSLA
TESLA INC
+$993.9K
7,487
+2%
清仓
BGH
BARINGS GLOBAL SHORT DURATIO
-$989.1K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$984.6K
167,253
+12%
增持
GLD
SPDR GOLD TR
+$979.7K
15,098
+5%
增持
BHK
BLACKROCK CORE BD TR
+$958.1K
265,871
+53%
增持
SCHX
SCHWAB STRATEGIC TR
+$912.8K
300,383
+5%
增持
LRCX
LAM RESEARCH CORP
+$911.6K
24,434
+1%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$909.6K
5,161
-78%
清仓
BUI
BLACKROCK UTILS INFRASTRUCTU
-$855.1K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$853.2K
87,030
+14%
增持
JNJ
JOHNSON & JOHNSON
+$849.9K
18,979
+9%
增持
TLT
ISHARES TR
+$819.0K
16,112
+129%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$818.7K
76,803
-20%
增持
QQQ
INVESCO QQQ TR
+$812.4K
10,063
+6%
增持
BINC
BLACKROCK ETF TRUST II
+$780.6K
19,386
+305%
增持
PAXS
PIMCO ACCESS INCOME FUND
+$721.7K
185,551
+22%
建仓
ILF
ISHARES TR
+$674.6K
23,352
清仓
BCV
BANCROFT FD LTD
-$640.7K
0
-100%
增持
IWD
ISHARES TR
+$620.3K
23,587
+9%
增持
PCN
PIMCO CORPORATE & INCM STRG
+$615.4K
279,717
+14%
减持
UPS
UNITED PARCEL SERVICE INC
-$614.5K
10,989
-28%
增持
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$612.4K
54,522
+40%
增持
IWB
ISHARES TR
+$610.9K
2,230
+271%
增持
ITOT
ISHARES TR
+$599.5K
19,260
+18%
增持
USHY
ISHARES TR
+$579.8K
75,147
+25%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$579.8K
8,666
增持
AEM
AGNICO EAGLE MINES LTD
+$575.2K
4,927
+129%
增持
JNK
SPDR SERIES TRUST
+$572.7K
11,884
+95%
清仓
DECT
AIM ETF PRODUCTS TRUST
-$537.2K
0
-100%
增持
GSUS
GOLDMAN SACHS ETF TR
+$529.7K
27,318
+17%
建仓
EMB
ISHARES TR
+$510.3K
5,361
增持
XLE
SELECT SECTOR SPDR TR
+$502.0K
39,038
+11%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$499.2K
10,448
+2%
清仓
NVBT
AIM ETF PRODUCTS TRUST
-$483.4K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$482.0K
2,014
增持
SPY
SPDR S&P 500 ETF TR
+$476.2K
7,111
+3%
减持
TGT
TARGET CORP
-$474.0K
2,595
-64%
增持
HYS
PIMCO ETF TR
+$464.7K
7,031
+221%
建仓
SRV
NXG CUSHING MIDSTREAM ENERGY
+$453.2K
9,862
增持
GE
GE AEROSPACE
+$452.4K
4,660
+26%
减持
XRNPX
COHEN & STEERS REIT & PFD &
-$450.6K
94,445
-16%
减持
NOW
SERVICENOW INC
-$446.3K
450
-46%
增持
RVT
ROYCE SMALL CAP TRUST INC
+$445.1K
125,510
+17%
增持
RLTY
COHEN & STEERS REAL ESTATE O
+$442.8K
172,072
+19%
建仓
SPBU
AIM ETF PRODUCTS TRUST
+$442.2K
15,962
建仓
CARG
CARGURUS INC
+$440.4K
11,830
减持
VEA
VANGUARD TAX-MANAGED FDS
+$437.5K
186,950
-1%
建仓
—
FERRARI N V
+$436.2K
899
清仓
FISV
FISERV INC
-$418.1K
0
-100%
建仓
SCMB
SCHWAB STRATEGIC TR
+$415.4K
16,219
增持
VTI
VANGUARD INDEX FDS
+$412.3K
13,354
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$398.2K
10,732
+4%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$392.4K
1,002
增持
NFLX
NETFLIX INC
+$384.8K
827
+86%
清仓
GD
GENERAL DYNAMICS CORP
-$384.7K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$377.6K
55,086
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$374.2K
17,385
-30%
清仓
NEAR
ISHARES U S ETF TR
-$373.4K
0
-100%
清仓
GSST
GOLDMAN SACHS ETF TR
-$367.6K
0
-100%
增持
—
ASML HOLDING N V
+$359.4K
1,050
+28%
清仓
NVBU
AIM ETF PRODUCTS TRUST
-$357.5K
0
-100%
清仓
EIX
EDISON INTL
-$357.4K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$352.2K
72,812
-0%
增持
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$342.6K
238,702
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$342.0K
134,728
-4%
建仓
—
EKSO BIONICS HLDGS INC
+$332.9K
64,883
清仓
ISRG
INTUITIVE SURGICAL INC
-$327.7K
0
-100%
增持
META
META PLATFORMS INC
+$327.5K
3,323
+16%
建仓
TPR
TAPESTRY INC
+$327.1K
2,889
增持
ORCL
ORACLE CORP
+$323.5K
4,988
+1%
减持
PFN
PIMCO INCOME STRATEGY FD II
-$323.4K
320,266
-14%
减持
RWL
INVESCO EXCH TRADED FD TR II
+$323.0K
59,582
-1%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$322.7K
202,210
+14%
增持
ETHW
BITWISE ETHEREUM ETF
+$321.3K
24,846
+7%
建仓
JULW
AIM ETF PRODUCTS TRUST
+$321.2K
8,364
建仓
NEM
NEWMONT CORP
+$319.9K
3,794
清仓
AJG
GALLAGHER ARTHUR J & CO
-$319.8K
0
-100%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$318.0K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$316.4K
2,016
建仓
BKF
ISHARES INC
+$316.3K
6,934
减持
IJR
ISHARES TR
+$315.9K
38,618
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$315.3K
7,095
-27%
增持
V
VISA INC
+$312.8K
3,721
+38%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$312.3K
26,554
+25%
减持
AVGO
BROADCOM INC
+$302.6K
5,705
-0%
减持
PPLT
ABRDN PLATINUM ETF TRUST
+$301.4K
16,299
-1%
增持
WEA
WESTERN ASSET PREMIER BD FD
+$300.6K
238,489
+9%
建仓
AA
ALCOA CORP
+$297.7K
9,050
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$293.9K
80,149
-5%
建仓
GILD
GILEAD SCIENCES INC
+$293.6K
2,645
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$291.2K
154,357
+1%
建仓
FCX
FREEPORT-MCMORAN INC
+$290.8K
7,415
减持
SPDW
SPDR INDEX SHS FDS
-$290.5K
27,557
-24%
增持
BKT
BLACKROCK INCOME TR INC
+$290.2K
231,996
+18%
减持
SPSB
SPDR SERIES TRUST
-$286.3K
98,502
-9%
建仓
CF
CF INDS HLDGS INC
+$283.8K
3,164
减持
IJH
ISHARES TR
-$281.6K
38,950
-14%
减持
PG
PROCTER AND GAMBLE CO
-$279.2K
28,175
-3%
增持
SCHV
SCHWAB STRATEGIC TR
+$278.2K
141,658
+2%
建仓
SPBX
AIM ETF PRODUCTS TRUST
+$275.3K
10,248
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$274.1K
601
增持
ABT
ABBOTT LABS
+$271.4K
3,751
+121%
增持
VPU
VANGUARD WORLD FD
+$268.6K
9,504
+10%
减持
MA
MASTERCARD INCORPORATED
-$264.4K
1,475
-25%
减持
WISE
THEMES ETF TR
+$263.6K
35,243
-0%
清仓
GS
GOLDMAN SACHS GROUP INC
-$262.6K
0
-100%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$260.6K
4,235
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$257.8K
923
增持
DEA
EASTERLY GOVT PPTYS INC
+$256.6K
52,821
+23%
增持
GCOR
GOLDMAN SACHS ETF TR
+$255.9K
47,837
+13%
建仓
ULTA
ULTA BEAUTY INC
+$255.9K
468
清仓
SGOV
ISHARES TR
-$249.7K
0
-100%
清仓
NRG
NRG ENERGY INC
-$249.5K
0
-100%
增持
—
ROYAL CARIBBEAN GROUP
+$247.8K
1,710
+75%
清仓
DXCM
DEXCOM INC
-$246.0K
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$244.4K
2,890
减持
DIS
DISNEY WALT CO
-$243.3K
6,852
-16%
增持
VGT
VANGUARD WORLD FD
+$242.6K
2,402
+3%
