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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 20
减持 4
清仓 121
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$451.3M
668,759
+9305%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$105.8M
2,142,185
+27186%
增持
IVV
ISHARES TR
+$85.7M
134,952
+1241%
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
QQQ
INVESCO QQQ TR
+$73.2M
129,059
+1183%
增持
IJH
ISHARES TR
+$56.8M
899,150
+2208%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$48.2M
834,367
+442%
减持
AAPL
APPLE INC
-$44.7M
27,305
-87%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$41.2M
839,410
+349%
增持
VO
VANGUARD INDEX FDS
+$31.3M
112,404
+2390%
增持
GLD
SPDR GOLD TR
+$22.9M
71,225
+372%
增持
IJR
ISHARES TR
+$20.9M
211,747
+448%
清仓
BIV
VANGUARD BD INDEX FDS
-$18.7M
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$18.3M
0
-100%
减持
MSFT
MICROSOFT CORP
-$17.6M
9,510
-78%
清仓
IWF
ISHARES TR
-$17.3M
0
-100%
增持
IEFA
ISHARES TR
+$16.2M
199,247
+976%
清仓
VTV
VANGUARD INDEX FDS
-$15.9M
0
-100%
增持
BITB
BITWISE BITCOIN ETF TR
+$15.1M
336,325
+2353%
清仓
MSTR
STRATEGY INC
-$13.6M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$12.1M
75,471
+515%
增持
GOOG
ALPHABET INC
+$11.1M
48,000
+195%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$9.7M
0
-100%
增持
GOOGL
ALPHABET INC
+$8.9M
42,780
+130%
清仓
NVDA
NVIDIA CORPORATION
-$8.8M
0
-100%
建仓
SMH
VANECK ETF TRUST
+$8.7M
24,195
清仓
GSLC
GOLDMAN SACHS ETF TR
-$8.6M
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$7.9M
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$7.9M
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$7.8M
0
-100%
清仓
GSEW
GOLDMAN SACHS ETF TR
-$7.6M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.6M
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$6.9M
0
-100%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$6.6M
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$6.5M
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$6.4M
0
-100%
清仓
RDVY
FIRST TR EXCHANGE TRADED FD
-$6.4M
0
-100%
清仓
IWY
ISHARES TR
-$6.1M
0
-100%
建仓
—
ROIVANT SCIENCES LTD
+$6.0M
276,530
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$5.9M
627,945
清仓
SLV
ISHARES SILVER TR
-$5.8M
0
-100%
清仓
VDC
VANGUARD WORLD FD
-$5.8M
0
-100%
清仓
LLY
ELI LILLY & CO
-$5.5M
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$5.3M
0
-100%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$5.2M
0
-100%
清仓
O
REALTY INCOME CORP
-$5.1M
0
-100%
清仓
IWD
ISHARES TR
-$4.8M
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$4.8M
0
-100%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$4.8M
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$4.6M
0
-100%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$4.6M
0
-100%
清仓
WMT
WALMART INC
-$4.6M
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.5M
52,010
-61%
清仓
VB
VANGUARD INDEX FDS
-$4.4M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$4.3M
0
-100%
增持
META
META PLATFORMS INC
+$4.3M
10,235
+208%
清仓
SCHV
SCHWAB STRATEGIC TR
-$4.1M
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$3.8M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.8M
5
清仓
PCN
PIMCO CORPORATE & INCM STRG
-$3.7M
0
-100%
清仓
STEW
SRH TOTAL RETURN FUND INC
-$3.7M
0
-100%
清仓
PFE
PFIZER INC
-$3.7M
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$3.6M
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.6M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$3.5M
21,500
+100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$3.5M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$3.5M
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$3.5M
0
-100%
清仓
ADX
ADAMS DIVERSIFIED EQUITY FD
-$3.4M
0
-100%
清仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$3.4M
0
-100%
清仓
LRCX
LAM RESEARCH CORP
-$3.3M
0
-100%
增持
IWM
ISHARES TR
+$3.3M
19,162
+220%
清仓
PRU
PRUDENTIAL FINL INC
-$3.1M
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$3.1M
41,848
清仓
IYW
ISHARES TR
-$3.0M
0
-100%
清仓
PAXS
PIMCO ACCESS INCOME FUND
-$3.0M
0
-100%
清仓
SPSB
SPDR SERIES TRUST
-$3.0M
0
-100%
清仓
DLY
DOUBLELINE YIELD OPPORTUNITI
-$2.9M
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$2.8M
0
-100%
清仓
USHY
ISHARES TR
-$2.8M
0
-100%
清仓
ITOT
ISHARES TR
-$2.8M
0
-100%
清仓
SPIB
SPDR SERIES TRUST
-$2.8M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$2.7M
0
-100%
清仓
AMLP
ALPS ETF TR
-$2.7M
0
-100%
清仓
WEA
WESTERN ASSET PREMIER BD FD
-$2.7M
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$2.7M
0
-100%
清仓
BHK
BLACKROCK CORE BD TR
-$2.6M
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$2.6M
51,629
+144%
清仓
RLTY
COHEN & STEERS REAL ESTATE O
-$2.6M
0
-100%
清仓
UTG
REAVES UTIL INCOME FD
-$2.6M
0
-100%
清仓
BKT
BLACKROCK INCOME TR INC
-$2.6M
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$2.6M
0
-100%
清仓
GSUS
GOLDMAN SACHS ETF TR
-$2.5M
0
-100%
清仓
RQI
COHEN & STEERS QUALITY INCOM
-$2.5M
0
-100%
清仓
PFN
PIMCO INCOME STRATEGY FD II
-$2.4M
0
-100%
清仓
DBL
DOUBLELINE OPPORTUNISTIC CR
-$2.3M
0
-100%
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$2.3M
0
-100%
清仓
HD
HOME DEPOT INC
-$2.3M
0
-100%
增持
—
ASML HOLDING N V
+$2.2M
3,025
+188%
清仓
ADBE
ADOBE INC
-$2.2M
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$2.2M
0
-100%
清仓
DPG
DUFF & PHELPS UTLITY AND INF
-$2.2M
0
-100%
清仓
XRNPX
COHEN & STEERS REIT & PFD &
-$2.1M
0
-100%
清仓
WDI
WESTERN ASSET DIVERSIFIED IN
-$2.1M
0
-100%
清仓
DMO
WESTERN ASSET MTG DEFINED OP
-$2.1M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$2.1M
0
-100%
清仓
RVT
ROYCE SMALL CAP TRUST INC
-$2.1M
0
-100%
清仓
FPF
FIRST TR INTER DURATN PFD &
-$2.0M
0
-100%
清仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$2.0M
0
-100%
清仓
GCOR
GOLDMAN SACHS ETF TR
-$2.0M
0
-100%
清仓
ACWV
ISHARES INC
-$2.0M
0
-100%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$2.0M
0
-100%
清仓
WPC
WP CAREY INC
-$2.0M
0
-100%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$1.9M
0
-100%
清仓
AVGO
BROADCOM INC
-$1.9M
0
-100%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.9M
0
-100%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$1.8M
0
-100%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$1.8M
0
-100%
清仓
VPU
VANGUARD WORLD FD
-$1.8M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$1.8M
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$1.8M
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$1.8M
0
-100%
清仓
BTC
GRAYSCALE BITCOIN MINI TR ET
-$1.8M
0
-100%
清仓
CSCO
CISCO SYS INC
-$1.8M
0
-100%
清仓
IFN
INDIA FD INC
-$1.8M
0
-100%
清仓
DGRO
ISHARES TR
-$1.7M
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$1.7M
0
-100%
清仓
—
TORTOISE SUSTAINABLE & SOCIA
-$1.6M
0
-100%
清仓
AMGN
AMGEN INC
-$1.6M
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$1.6M
0
-100%
清仓
—
XAI OCTAGN FLT RAT & ALT INM
-$1.6M
0
-100%
减持
AGG
ISHARES TR
-$1.6M
3,543
-81%
清仓
WISE
THEMES ETF TR
-$1.5M
0
-100%
清仓
BJUN
INNOVATOR ETFS TRUST
-$1.5M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$1.5M
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.5M
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$1.5M
0
-100%
清仓
—
EXXON MOBIL CORP
-$1.4M
0
-100%
清仓
TLT
ISHARES TR
-$1.4M
0
-100%
清仓
VFH
VANGUARD WORLD FD
-$1.4M
0
-100%
清仓
OVLH
LISTED FDS TR
-$1.4M
0
-100%
清仓
ORCL
ORACLE CORP
-$1.4M
0
-100%
清仓
GE
GE AEROSPACE
-$1.4M
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$1.3M
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$1.3M
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$1.3M
0
-100%
清仓
V
VISA INC
-$1.3M
0
-100%
清仓
PIM
PUTNAM MASTER INTER INCOME T
-$1.3M
0
-100%
清仓
IBDR
ISHARES TR
-$1.3M
0
-100%
清仓
CAIE
CALAMOS ETF TR
-$1.3M
0
-100%
清仓
—
ISHARES TR
-$1.3M
0
-100%
