$32.69B13F报告持仓市值
3,257持仓明细
3包含的其他管理人
+199新增
657已增持
742减持
−124已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| DFAU Dimensional - US Core Equity… | $16.17M | 0.1% |
| CRCL Circle Internet Group | $10.34M | 0.0% |
| IAT | $10.28M | 0.0% |
| AKRE Akre Focus ETF | $8.69M | 0.0% |
| PB Prosperity Bancshares, Inc. | $4.62M | 0.0% |
| AM Antero Midstream Corporation | $4.08M | 0.0% |
| NU Nu Holdings Ltd. | $3.64M | 0.0% |
| DFAE Dimensional - Emerging Core… | $2.62M | 0.0% |
| AES The AES Corporation | $2.16M | 0.0% |
| FBND Fidelity Total Bond ETF | $2.00M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| SPY State Street SPDR S&P 500 ETF | ▲ Add | +25.7% | $2.83B |
| MYCH | ▲ Add | +5490.7% | $306.74M |
| MSFT Microsoft Corporation | ▲ Add | +3.5% | $709.62M |
| AAPL Apple Inc. | ▼ Trim | -13.1% | $975.18M |
| PNC The PNC Financial Services… | ▲ Add | +3211.6% | $106.88M |
| BSCR Invesco BulletShares 2027… | ▲ Add | +5.8% | $1.40B |
| BSCQ Invesco BulletShares 2026… | ▼ Trim | -7.0% | $1.05B |
| VOO Vanguard S&P 500 ETF | ▼ Trim | -21.7% | $240.06M |
| KRMN Karman Holdings Inc. | ▲ Add | +28973.8% | $74.13M |
| META Meta Platforms, Inc. | ▼ Trim | -17.4% | $132.87M |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。