申报总市值
US$2.4亿
申报季度: 2026-03-31 · 持股只数: 97
FORONJY FINANCIAL LLC在最新一期 13F 报告中披露了 97 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 5.0%。
加仓 XLE
+4.4% US$81.8万
加仓 XLI
+4.7% US$51.5万
减仓 IWY
+5.4% -US$39.3万
加仓 XLP
+5.8% US$38.2万
加仓 SPYV
+4.5% US$41.9万
减仓 VGT
+6.3% -US$26.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 6.76% | +0.05% | +1.84% | |
| 2 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 6.70% | +0.04% | +2.25% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.57% | -0.14% | +6.28% | |
| 4 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 5.98% | +0.05% | +2.65% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 5.06% | +0.06% | +2.92% | |
| 6 | GSY | Invesco Ultra Short Duration | ETF-其他 | 4.53% | +0.07% | +2.36% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 4.43% | +0.15% | +4.51% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.89% | +0.09% | +11.33% | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 3.59% | -0.08% | +9.18% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 3.15% | +0.03% | +7.57% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.94% | +0.04% | +7.23% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.93% | -0.17% | +5.42% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.88% | -0.08% | +7.11% | |
| 14 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.70% | +0.05% | +2.58% | |
| 15 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-其他 | 2.68% | +0.04% | +2.61% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.54% | +0.20% | +4.73% | |
| 17 | SPGM | State Street Spdr Portfolio | ETF-其他 | 2.34% | +0.07% | +4.97% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 2.17% | -0.12% | +6.33% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.74% | +0.07% | +1.91% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.53% | +0.16% | +5.77% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.49% | -0.07% | +4.41% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.14% | — | -0.59% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 1.13% | +0.34% | +4.38% | |
| 24 | PAVE | Global X US Infrastructure | ETF-其他 | 0.85% | +0.08% | +3.94% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.83% | +0.09% | +5.02% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.80% | -0.06% | -5.78% | |
| 27 | SUB | Ishares Short-term National | ETF-其他 | 0.79% | -0.06% | -7.16% | |
| 28 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-其他 | 0.78% | +0.05% | +5.47% | |
| 29 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 0.76% | — | +5.32% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.74% | +0.06% | +1.15% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.73% | -0.07% | -3.54% | |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.68% | -0.05% | -5.45% | |
| 33 | CMF | Ishares California Muni Bond | ETF-其他 | 0.67% | — | -4.36% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.65% | -0.06% | -6.91% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.60% | +0.04% | +6.47% | |
| 36 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.58% | — | +5.24% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | — | +14.11% | |
| 38 | GE | General Electric | 股票-工业 | 0.57% | -0.11% | -8.77% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.54% | — | +5.50% | |
| 40 | XLB | Ss Materials Select Sector | ETF-其他 | 0.52% | +0.07% | +4.92% | |
| 41 | AAPL | Apple INC | 股票-科技 | 0.45% | — | — | |
| 42 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 0.36% | — | +4.84% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | — | -1.00% | |
| 44 | GEV | GE Vernova INC | 股票-工业 | 0.35% | — | -18.95% | |
| 45 | BUFB | Innovator Ladd Allo Buff ETF | ETF-其他 | 0.33% | +0.04% | +16.35% | |
| 46 | BAPR | Innovator U.s. Equity Buffer | ETF-其他 | 0.30% | +0.05% | +18.84% | |
| 47 | FLDR | Fidelity Low Durat Fact ETF | ETF-其他 | 0.30% | — | -0.08% | |
| 48 | BJUL | Innovator U.s. Equity Buffer | ETF-其他 | 0.29% | +0.04% | +19.74% | |
| 49 | BJAN | Innovator U.s. Equity Buffer | ETF-其他 | 0.29% | — | +19.42% | |
| 50 | BOCT | Innovator U.s. Equity Buffer | ETF-其他 | 0.29% | +0.04% | +19.98% |
Q3 2026表现
+1.9%
近4个季度表现
+8.7%
基于可获取价格的持仓（占申报价值的72%）计算
Foronjy Financial LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Salesforce INC (CRM); 清仓: Tesla INC (TSLA); 清仓: Danaher CORP (DHR); 清仓: Automatic Data Processing (ADP).