Jaffetilchin Investment Partners, LLC
TAMPA FL · SEC CIK 0001404652
$16.81亿2026Q1 申报市值
461持仓数
35.8%前十大占比 · 第一大 5.7%
49 / 45新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FBND 加仓+$3,790.32万
DJAN 加仓+$1,970.27万
EMB 新建仓+$1,873.45万
VTV 加仓+$1,614.11万
VANECK MORTGAGE 加仓+$1,475.81万
2026Q1 卖出最多 按季末市值估算
TFLO 减仓-$2,660.35万
VGSH 减仓-$2,032.86万
SHY 减仓-$2,025.28万
SPTM 减仓-$1,019.69万
VTI 减仓-$1,013.37万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HALO | HALOZYME THERAPEUTICS INC COM | $39.72万 | 0.02% | 6,145 | 6,145 | — | $39.72万 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $39.72万 | 0.02% | 3,110 | -7 | -0.2% | -$894 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $39.78万 | 0.02% | 6,181 | 190 | 3.2% | $1.22万 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $40.11万 | 0.02% | 12,669 | 74 | 0.6% | $2,343 | 加仓 |
| FJUN | FT VEST U S EQUITY BUFFER ETF - JUNE | $40.12万 | 0.02% | 7,100 | -2,500 | -26.0% | -$14.13万 | 减仓 |
| — | FT VEST U S EQUITY MAX BUFFER ETF - MARCH | $40.16万 | 0.02% | 11,994 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $40.62万 | 0.02% | 582 | -8 | -1.4% | -$5,583 | 减仓 |
| ITA | ISHARES U S AEROSPACE & DEFENSE ETF | $41.01万 | 0.02% | 1,875 | 685 | 57.6% | $14.98万 | 加仓 |
| — | KURV TECHNOLOGY TITANS SELECT ETF | $41.11万 | 0.02% | 17,015 | -4,904 | -22.4% | -$11.85万 | 减仓 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $41.17万 | 0.02% | 3,003 | 13 | 0.4% | $1,782 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $41.78万 | 0.02% | 4,377 | -304 | -6.5% | -$2.90万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $42.34万 | 0.03% | 5,491 | 957 | 21.1% | $7.38万 | 加仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $43.23万 | 0.03% | 7,500 | 7,500 | — | $43.23万 | 新建仓 |
| GDX | VANECK GOLD MINERS ETF | $43.45万 | 0.03% | 4,735 | 67 | 1.4% | $6,148 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $43.65万 | 0.03% | 888 | 4 | 0.5% | $1,966 | 加仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $43.85万 | 0.03% | 2,845 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $44.05万 | 0.03% | 4,555 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $44.32万 | 0.03% | 1,465 | -43 | -2.9% | -$1.30万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $44.45万 | 0.03% | 23,212 | -421 | -1.8% | -$8,062 | 减仓 |
| EBAY | EBAY INC COM | $45.02万 | 0.03% | 4,946 | 4,946 | — | $45.02万 | 新建仓 |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $45.31万 | 0.03% | 15,759 | 15,759 | — | $45.31万 | 新建仓 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $45.58万 | 0.03% | 7,629 | -1,428 | -15.8% | -$8.53万 | 减仓 |
| — | Strategas Global Policy Opportunities ETF | $45.78万 | 0.03% | 13,342 | 14 | 0.1% | $480 | 加仓 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $46.22万 | 0.03% | 13,972 | -2,698 | -16.2% | -$8.93万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $46.30万 | 0.03% | 6,537 | 6,537 | — | $46.30万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $46.59万 | 0.03% | 2,831 | 1,166 | 70.0% | $19.19万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $46.71万 | 0.03% | 3,196 | -1,594 | -33.3% | -$23.30万 | 减仓 |
| CMI | CUMMINS INC COM | $47.01万 | 0.03% | 874 | 5 | 0.6% | $2,689 | 加仓 |
| SCHG | SCHWAB U S LARGE-CAP GROWTH ETF | $47.04万 | 0.03% | 16,149 | 1 | 0.0% | $29 | 加仓 |
| URTH | ISHARES MSCI WORLD ETF | $47.65万 | 0.03% | 2,647 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $48.05万 | 0.03% | 8,698 | 469 | 5.7% | $2.59万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $48.42万 | 0.03% | 1,189 | -391 | -24.7% | -$15.92万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $48.61万 | 0.03% | 9,752 | 576 | 6.3% | $2.87万 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY | $49.00万 | 0.03% | 22,092 | 22,092 | — | $49.00万 | 新建仓 |
| FNV | FRANCO NEV CORP COM | $49.10万 | 0.03% | 1,988 | 1,988 | — | $49.10万 | 新建仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $49.88万 | 0.03% | 2,643 | 21 | 0.8% | $3,963 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $49.91万 | 0.03% | 6,467 | 36 | 0.6% | $2,778 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $50.94万 | 0.03% | 4,925 | -307 | -5.9% | -$3.18万 | 减仓 |
| — | FT VEST U S SMALL CAP MODERATE BUFFER ETF - FEBRUARY | $51.21万 | 0.03% | 21,561 | 21,561 | — | $51.21万 | 新建仓 |
| DOW | DOW HLDGS INC COM | $51.92万 | 0.03% | 12,465 | 406 | 3.4% | $1.69万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD SHS | $52.00万 | 0.03% | 6,042 | -802 | -11.7% | -$6.90万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $53.41万 | 0.03% | 10,819 | 2,681 | 32.9% | $13.24万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $53.67万 | 0.03% | 6,088 | 90 | 1.5% | $7,934 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $54.19万 | 0.03% | 5,617 | -495 | -8.1% | -$4.78万 | 减仓 |
| DFEB | FT VEST U S EQUITY DEEP BUFFER ETF - FEBRUARY | $54.22万 | 0.03% | 11,447 | 11,447 | — | $54.22万 | 新建仓 |
| AX | AXOS FINANCIAL INC COM | $54.26万 | 0.03% | 6,377 | -146 | -2.2% | -$1.24万 | 减仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $54.35万 | 0.03% | 10,415 | 2,021 | 24.1% | $10.55万 | 加仓 |
| — | FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | $54.61万 | 0.03% | 22,012 | 5,021 | 29.6% | $12.46万 | 加仓 |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $55.17万 | 0.03% | 14,048 | 41 | 0.3% | $1,610 | 加仓 |
| AGX | ARGAN INC COM | $55.49万 | 0.03% | 1,019 | 215 | 26.7% | $11.71万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $56.49万 | 0.03% | 6,891 | -784 | -10.2% | -$6.43万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $56.61万 | 0.03% | 29,332 | 1,352 | 4.8% | $2.61万 | 加仓 |
| LOW | LOWES COS INC COM | $56.97万 | 0.03% | 2,411 | -245 | -9.2% | -$5.79万 | 减仓 |
| VICI | VICI PPTYS INC COM | $57.15万 | 0.03% | 20,920 | -1,827 | -8.0% | -$4.99万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $57.16万 | 0.03% | 5,838 | -20 | -0.3% | -$1,958 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $57.38万 | 0.03% | 19,985 | 2,866 | 16.7% | $8.23万 | 加仓 |
| CME | CME GROUP INC COM | $57.90万 | 0.03% | 1,960 | -16 | -0.8% | -$4,727 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $58.21万 | 0.03% | 5,823 | -5 | -0.1% | -$500 | 减仓 |
| GJAN | FT VEST U S EQUITY MODERATE BUFFER ETF - JAN | $58.70万 | 0.03% | 14,006 | 6,946 | 98.4% | $29.11万 | 加仓 |
| IYK | ISHARES U S CONSUMER STAPLES ETF | $58.86万 | 0.04% | 8,405 | 39 | 0.5% | $2,731 | 加仓 |
| CRM | SALESFORCE INC COM | $59.81万 | 0.04% | 3,204 | -3,388 | -51.4% | -$63.25万 | 减仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $59.81万 | 0.04% | 36,990 | -2,284 | -5.8% | -$3.69万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $60.01万 | 0.04% | 8,342 | -14,873 | -64.1% | -$106.99万 | 减仓 |
| BTG | B2GOLD CORP COM | $60.15万 | 0.04% | 132,772 | 78,430 | 144.3% | $35.53万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $61.82万 | 0.04% | 18,307 | 3,186 | 21.1% | $10.76万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $62.07万 | 0.04% | 6,562 | -814 | -11.0% | -$7.70万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $63.34万 | 0.04% | 3,203 | 3,203 | — | $63.34万 | 新建仓 |
| — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF | $64.36万 | 0.04% | 10,875 | -2,845 | -20.7% | -$16.84万 | 减仓 |
| AFL | AFLAC INC COM | $64.52万 | 0.04% | 5,881 | -643 | -9.9% | -$7.05万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $65.10万 | 0.04% | 10,733 | -131 | -1.2% | -$7,945 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $65.10万 | 0.04% | 2,267 | 4 | 0.2% | $1,149 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $65.82万 | 0.04% | 12,177 | 771 | 6.8% | $4.17万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $66.07万 | 0.04% | 6,715 | -13,019 | -66.0% | -$128.09万 | 减仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $66.21万 | 0.04% | 2,948 | 186 | 6.7% | $4.18万 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $66.25万 | 0.04% | 14,787 | 2,409 | 19.5% | $10.79万 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $66.41万 | 0.04% | 5,906 | -1,080 | -15.5% | -$12.14万 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $66.42万 | 0.04% | 13,635 | -3,066 | -18.4% | -$14.93万 | 减仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $66.47万 | 0.04% | 29,596 | 29,596 | — | $66.47万 | 新建仓 |
| OBIL | US TREASURY 12 MONTH BILL ETF | $67.10万 | 0.04% | 13,400 | -268 | -2.0% | -$1.34万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $67.72万 | 0.04% | 6,078 | -3 | -0.0% | -$334 | 减仓 |
| XDEC | FT CBOE VEST U S EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER | $68.41万 | 0.04% | 16,971 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $69.48万 | 0.04% | 7,756 | 41 | 0.5% | $3,673 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $70.10万 | 0.04% | 4,630 | 14 | 0.3% | $2,120 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $71.08万 | 0.04% | 12,088 | -2,707 | -18.3% | -$15.92万 | 减仓 |
| CNH | CNH INDL N V SHS | $71.11万 | 0.04% | 64,641 | -9,913 | -13.3% | -$10.90万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $72.39万 | 0.04% | 5,523 | -292 | -5.0% | -$3.83万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $72.72万 | 0.04% | 3,403 | -6 | -0.2% | -$1,282 | 减仓 |
| BAR | GRANITESHARES GOLD SHARES | $72.81万 | 0.04% | 15,784 | -1,109 | -6.6% | -$5.12万 | 减仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $72.85万 | 0.04% | 42,478 | 4,483 | 11.8% | $7.69万 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $75.14万 | 0.04% | 26,161 | 243 | 0.9% | $6,979 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $75.60万 | 0.04% | 6,850 | -392 | -5.4% | -$4.33万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $75.68万 | 0.05% | 8,138 | -197 | -2.4% | -$1.83万 | 减仓 |
| URI | UNITED RENTALS INC COM | $76.45万 | 0.05% | 1,049 | 4 | 0.4% | $2,915 | 加仓 |
| ETN | EATON CORP PLC SHS | $78.13万 | 0.05% | 2,185 | -339 | -13.4% | -$12.12万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $80.74万 | 0.05% | 35,901 | -19,478 | -35.2% | -$43.81万 | 减仓 |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | $81.20万 | 0.05% | 13,516 | 3,645 | 36.9% | $21.90万 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $82.04万 | 0.05% | 3,230 | -94 | -2.8% | -$2.39万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $83.02万 | 0.05% | 35,043 | 21,454 | 157.9% | $50.82万 | 加仓 |
| SPUS | SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF | $84.33万 | 0.05% | 17,510 | 1,541 | 9.6% | $7.42万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $84.66万 | 0.05% | 43,346 | 438 | 1.0% | $8,554 | 加仓 |