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
26Q1 调仓2025-12-31 → 2026-03-31 · 共 48 项建仓 5增持 4减持 30清仓 9
减持
IBBQ INVESCO EXCH TRADED FD TR II -$2.5M
59,416 -60%
减持
TSM TAIWAN SEMICONDUCTOR MANUFAC -$1.5M
5,276 -52%
建仓
AVUV AMERICAN CENTY ETF TR +$1.3M
12,098
减持
MNST MONSTER BEVERAGE CORP NEW -$851.5K
3,528 -76%
建仓
LHX L3HARRIS TECHNOLOGIES INC +$701.0K
2,031
减持
JEPQ J P MORGAN EXCHANGE TRADED F -$320.1K
57,626 -5%
清仓
— EATON CORP PLC
-$319.4K
0 -100%
清仓
XLF SELECT SECTOR SPDR TR -$273.9K
0 -100%
减持
PLTR PALANTIR TECHNOLOGIES INC -$189.1K
4,315 -7%
减持
JEPI J P MORGAN EXCHANGE TRADED F -$174.2K
59,099 -4%
减持
DFAS DIMENSIONAL ETF TRUST -$125.2K
20,593 -10%
减持
FIGR FIGURE TECHNOLOGY SOLUTIO -$50.8K
7,337 -0%
减持
COST COSTCO WHOLESALE CORPORATION +$43.9K
334 -0%
减持
DFAI DIMENSIONAL ETF TRUST +$29.7K
37,857 -0%
减持
BND VANGUARD BD INDEX FDS -$15.8K
9,651 -2%
增持
SPY STATE STR SPDR S&P 500 ETF T -$1.5K
480 +4%
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。
