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 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL COM | $85.61万 | 0.05% | 25,531 | 7,384 | 40.7% | $24.76万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $86.01万 | 0.05% | 47,729 | -42,072 | -46.9% | -$75.81万 | 减仓 |
| ORCL | ORACLE CORP COM | $87.97万 | 0.05% | 5,980 | -6,727 | -52.9% | -$98.96万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $89.15万 | 0.05% | 32,243 | -1,708 | -5.0% | -$4.72万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $89.40万 | 0.05% | 8,882 | 45 | 0.5% | $4,529 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $89.67万 | 0.05% | 6,571 | 9 | 0.1% | $1,228 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $89.83万 | 0.05% | 12,767 | -330 | -2.5% | -$2.32万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $91.92万 | 0.05% | 7,751 | -107 | -1.4% | -$1.27万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $92.07万 | 0.05% | 6,280 | 269 | 4.5% | $3.94万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $92.21万 | 0.05% | 18,318 | 146 | 0.8% | $7,349 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $92.48万 | 0.06% | 9,913 | 4,177 | 72.8% | $38.97万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $92.58万 | 0.06% | 18,289 | 112 | 0.6% | $5,669 | 加仓 |
| — | HONEYWELL INTL INC COM | $93.63万 | 0.06% | 4,142 | -24 | -0.6% | -$5,425 | 减仓 |
| ARKK | ARK INNOVATION ETF | $95.30万 | 0.06% | 14,100 | 669 | 5.0% | $4.52万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $95.41万 | 0.06% | 3,503 | 2 | 0.1% | $545 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $98.93万 | 0.06% | 35,663 | -865 | -2.4% | -$2.40万 | 减仓 |
| — | UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033 | $99.14万 | 0.06% | 5,971 | 3,220 | 117.0% | $53.46万 | 加仓 |
| BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | $100.60万 | 0.06% | 37,452 | 3,967 | 11.8% | $10.66万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $101.19万 | 0.06% | 10,407 | 487 | 4.9% | $4.74万 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $102.97万 | 0.06% | 25,652 | 283 | 1.1% | $1.14万 | 加仓 |
| TJX | TJX COS INC NEW COM | $105.16万 | 0.06% | 6,585 | 2,349 | 55.5% | $37.51万 | 加仓 |
| BLK | BLACKROCK INC COM | $106.80万 | 0.06% | 1,111 | -7 | -0.6% | -$6,729 | 减仓 |
| IHI | ISHARES U S MEDICAL DEVICES ETF | $107.80万 | 0.06% | 20,206 | -1,425 | -6.6% | -$7.60万 | 减仓 |
| SO | SOUTHERN CO COM | $109.58万 | 0.07% | 11,353 | -359 | -3.1% | -$3.47万 | 减仓 |
| — | TEMPLETON EMERGING MARKETS DEBT ETF | $112.39万 | 0.07% | 45,630 | 45,630 | — | $112.39万 | 新建仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $112.39万 | 0.07% | 63,321 | 130 | 0.2% | $2,307 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $115.72万 | 0.07% | 5,561 | -223 | -3.9% | -$4.64万 | 减仓 |
| PBUS | INVESCO MSCI USA ETF | $116.28万 | 0.07% | 17,842 | 55 | 0.3% | $3,584 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $119.06万 | 0.07% | 22,567 | -69 | -0.3% | -$3,640 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $119.46万 | 0.07% | 31,569 | -798 | -2.5% | -$3.02万 | 减仓 |
| KR | KROGER CO COM | $119.77万 | 0.07% | 16,553 | -117 | -0.7% | -$8,466 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $121.87万 | 0.07% | 5,304 | -314 | -5.6% | -$7.21万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $123.97万 | 0.07% | 2,258 | -295 | -11.6% | -$16.20万 | 减仓 |
| IDU | ISHARES U S UTILITIES ETF | $126.11万 | 0.08% | 10,861 | 1 | 0.0% | $116 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $126.20万 | 0.08% | 22,731 | 1,927 | 9.3% | $10.70万 | 加仓 |
| JVAL | JPMORGAN U S VALUE FACTOR ETF US VALUE FACTOR FUND | $126.44万 | 0.08% | 25,879 | -1,686 | -6.1% | -$8.24万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $127.12万 | 0.08% | 16,608 | 174 | 1.1% | $1.33万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $128.71万 | 0.08% | 24,488 | 2,764 | 12.7% | $14.53万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $129.27万 | 0.08% | 21,992 | 1,876 | 9.3% | $11.03万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $130.27万 | 0.08% | 28,388 | 976 | 3.6% | $4.48万 | 加仓 |
| O | REALTY INCOME CORP COM | $132.29万 | 0.08% | 21,624 | -1,144 | -5.0% | -$7.00万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $132.83万 | 0.08% | 3,930 | 590 | 17.7% | $19.94万 | 加仓 |
| MHK | MOHAWK INDS INC COM | $133.85万 | 0.08% | 13,594 | -1,020 | -7.0% | -$10.04万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $135.06万 | 0.08% | 8,351 | 3,195 | 62.0% | $51.67万 | 加仓 |
| TGT | TARGET CORP COM | $135.41万 | 0.08% | 11,173 | 461 | 4.3% | $5.59万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $136.08万 | 0.08% | 2,938 | 752 | 34.4% | $34.83万 | 加仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $136.56万 | 0.08% | 71,872 | -1,063 | -1.5% | -$2.02万 | 减仓 |
| KLAC | KLA CORP COM NEW | $137.80万 | 0.08% | 936 | -98 | -9.5% | -$14.43万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $139.13万 | 0.08% | 6,512 | 4,266 | 189.9% | $91.14万 | 加仓 |
| XT | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $139.59万 | 0.08% | 20,483 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $139.78万 | 0.08% | 5,109 | -207 | -3.9% | -$5.66万 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $142.08万 | 0.08% | 24,053 | -600 | -2.4% | -$3.54万 | 减仓 |
| AMGN | AMGEN INC COM | $143.47万 | 0.09% | 4,078 | 74 | 1.8% | $2.60万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $144.41万 | 0.09% | 34,132 | -2 | -0.0% | -$85 | 减仓 |
| — | STRATEGAS MACRO MOMENTUM ETF | $145.81万 | 0.09% | 48,275 | 1,518 | 3.2% | $4.58万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $145.85万 | 0.09% | 15,726 | 1,018 | 6.9% | $9.44万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $146.26万 | 0.09% | 16,489 | 799 | 5.1% | $7.09万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $146.65万 | 0.09% | 21,560 | -519 | -2.4% | -$3.53万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $147.45万 | 0.09% | 9,481 | -356 | -3.6% | -$5.54万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $149.66万 | 0.09% | 21,964 | 1,659 | 8.2% | $11.30万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $150.03万 | 0.09% | 10,130 | 659 | 7.0% | $9.76万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $151.34万 | 0.09% | 29,705 | -37 | -0.1% | -$1,885 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $151.63万 | 0.09% | 31,775 | -358 | -1.1% | -$1.71万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $153.19万 | 0.09% | 4,169 | -544 | -11.5% | -$19.99万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $153.61万 | 0.09% | 7,275 | -54 | -0.7% | -$1.14万 | 减仓 |
| PEP | PEPSICO INC COM | $162.83万 | 0.10% | 10,485 | -417 | -3.8% | -$6.48万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $164.90万 | 0.10% | 24,989 | 6,164 | 32.7% | $40.68万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $166.94万 | 0.10% | 3,915 | 12 | 0.3% | $5,117 | 加仓 |
| DE | DEERE & CO COM | $168.87万 | 0.10% | 2,998 | 22 | 0.7% | $1.24万 | 加仓 |
| PFE | PFIZER INC COM | $173.22万 | 0.10% | 61,688 | 11,234 | 22.3% | $31.55万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $173.92万 | 0.10% | 8,087 | -319 | -3.8% | -$6.86万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $178.60万 | 0.11% | 4,818 | -29 | -0.6% | -$1.08万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $179.72万 | 0.11% | 4,603 | 393 | 9.3% | $15.34万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $180.86万 | 0.11% | 4,141 | 52 | 1.3% | $2.27万 | 加仓 |
| UNP | UNION PAC CORP COM | $182.31万 | 0.11% | 7,514 | -331 | -4.2% | -$8.03万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $186.55万 | 0.11% | 23,433 | 179 | 0.8% | $1.43万 | 加仓 |
| NFLX | NETFLIX INC COM | $187.01万 | 0.11% | 19,450 | -8,417 | -30.2% | -$80.93万 | 减仓 |
| DIS | DISNEY WALT CO COM | $187.50万 | 0.11% | 19,454 | -1,392 | -6.7% | -$13.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $191.95万 | 0.11% | 5,682 | 3,262 | 134.8% | $110.19万 | 加仓 |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | $199.28万 | 0.12% | 20,074 | 4,366 | 27.8% | $43.34万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $203.22万 | 0.12% | 14,974 | -55 | -0.4% | -$7,465 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $207.29万 | 0.12% | 28,341 | 1,318 | 4.9% | $9.64万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $221.11万 | 0.13% | 11,320 | -316 | -2.7% | -$6.17万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $222.07万 | 0.13% | 11,905 | -49 | -0.4% | -$9,140 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $223.59万 | 0.13% | 10,806 | 539 | 5.2% | $11.15万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $223.97万 | 0.13% | 44,236 | -525,447 | -92.2% | -$2,660.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $226.76万 | 0.13% | 8,380 | -2,838 | -25.3% | -$76.79万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $227.55万 | 0.14% | 9,576 | 400 | 4.4% | $9.51万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $229.66万 | 0.14% | 19,343 | -64 | -0.3% | -$7,599 | 减仓 |
| — | INVESCO BLOOMBERG PRICING POWER ETF | $229.93万 | 0.14% | 26,690 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $231.03万 | 0.14% | 19,206 | -683 | -3.4% | -$8.22万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $231.51万 | 0.14% | 5,451 | -54 | -1.0% | -$2.29万 | 减仓 |
| LNC | LINCOLN NATL CORP IND COM | $235.50万 | 0.14% | 66,337 | -1,580 | -2.3% | -$5.61万 | 减仓 |
| DSEP | FT VEST U S EQUITY DEEP BUFFER ETF - SEPTEMBER | $236.38万 | 0.14% | 53,770 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $236.40万 | 0.14% | 21,838 | -182 | -0.8% | -$1.97万 | 减仓 |
| QCOM | QUALCOMM INC COM | $244.36万 | 0.15% | 18,975 | -322 | -1.7% | -$4.15万 | 减仓 |
| T | AT&T INC COM | $245.93万 | 0.15% | 84,833 | -3,274 | -3.7% | -$9.49万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $250.80万 | 0.15% | 19,154 | -444 | -2.3% | -$5.81万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $252.12万 | 0.15% | 15,248 | -50 | -0.3% | -$8,267 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $253.09万 | 0.15% | 27,285 | 61 | 0.2% | $5,658 | 加仓 |