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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP COM | $254.55万 | 0.15% | 7,147 | -38 | -0.5% | -$1.35万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $262.02万 | 0.16% | 10,810 | -5,851 | -35.1% | -$141.82万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $262.70万 | 0.16% | 3,105 | 11 | 0.4% | $9,306 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $273.39万 | 0.16% | 41,124 | 5,899 | 16.7% | $39.22万 | 加仓 |
| BA | BOEING CO COM | $275.92万 | 0.16% | 13,863 | 129 | 0.9% | $2.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $281.20万 | 0.17% | 13,823 | 6,004 | 76.8% | $122.14万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $282.41万 | 0.17% | 14,724 | -344 | -2.3% | -$6.60万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $283.32万 | 0.17% | 58,634 | 201 | 0.3% | $9,712 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $283.62万 | 0.17% | 48,450 | -347,262 | -87.8% | -$2,032.86万 | 减仓 |
| APA | APA CORPORATION COM | $285.94万 | 0.17% | 67,376 | 21,605 | 47.2% | $91.69万 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $286.33万 | 0.17% | 62,029 | 62,029 | — | $286.33万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $297.79万 | 0.18% | 3,412 | -441 | -11.4% | -$38.49万 | 减仓 |
| — | EXXON MOBIL CORP COM | $317.10万 | 0.19% | 18,690 | 1,011 | 5.7% | $17.15万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $328.39万 | 0.20% | 30,028 | -2,180 | -6.8% | -$23.84万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $328.83万 | 0.20% | 64,730 | 26,668 | 70.1% | $135.47万 | 加仓 |
| CSCO | CISCO SYS INC COM | $331.47万 | 0.20% | 42,721 | -4,067 | -8.7% | -$31.56万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $332.22万 | 0.20% | 17,310 | 904 | 5.5% | $17.35万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $336.62万 | 0.20% | 7,302 | 152 | 2.1% | $7.01万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $337.19万 | 0.20% | 67,168 | 15,882 | 31.0% | $79.73万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $343.82万 | 0.20% | 70,526 | -19,543 | -21.7% | -$95.27万 | 减仓 |
| KO | COCA COLA CO COM | $344.14万 | 0.20% | 45,252 | -635 | -1.4% | -$4.83万 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $346.08万 | 0.21% | 31,241 | -41,493 | -57.0% | -$459.65万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $351.44万 | 0.21% | 62,004 | 2,577 | 4.3% | $14.61万 | 加仓 |
| ABBV | ABBVIE INC COM | $369.17万 | 0.22% | 16,974 | 6,817 | 67.1% | $148.26万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $369.97万 | 0.22% | 70,282 | 7,751 | 12.4% | $40.80万 | 加仓 |
| BX | BLACKSTONE INC COM | $371.92万 | 0.22% | 32,343 | 3,946 | 13.9% | $45.38万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $372.91万 | 0.22% | 28,477 | 217 | 0.8% | $2.84万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $376.03万 | 0.22% | 13,251 | -1,836 | -12.2% | -$52.10万 | 减仓 |
| — | CLOUGH HEDGED EQUITY ETF | $377.92万 | 0.22% | 131,687 | 8,875 | 7.2% | $25.47万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $379.63万 | 0.23% | 59,115 | 2,161 | 3.8% | $13.88万 | 加仓 |
| AGZ | ISHARES AGENCY BOND ETF | $391.56万 | 0.23% | 35,690 | 3,185 | 9.8% | $34.94万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $399.20万 | 0.24% | 16,097 | 311 | 2.0% | $7.71万 | 加仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $405.85万 | 0.24% | 22,320 | -110 | -0.5% | -$2.00万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $409.13万 | 0.24% | 81,875 | 2,204 | 2.8% | $11.01万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $412.68万 | 0.25% | 107,414 | -47,452 | -30.6% | -$182.31万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $416.77万 | 0.25% | 25,996 | 3,163 | 13.9% | $50.71万 | 加仓 |
| MCD | MCDONALDS CORP COM | $424.06万 | 0.25% | 13,644 | -338 | -2.4% | -$10.51万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $428.99万 | 0.26% | 49,514 | 32 | 0.1% | $2,773 | 加仓 |
| RTX | RTX CORPORATION COM | $429.96万 | 0.26% | 22,289 | -115 | -0.5% | -$2.22万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $435.60万 | 0.26% | 35,042 | 1,431 | 4.3% | $17.79万 | 加仓 |
| HD | HOME DEPOT INC COM | $439.00万 | 0.26% | 13,348 | -289 | -2.1% | -$9.50万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $453.00万 | 0.27% | 34,086 | -667 | -1.9% | -$8.86万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $453.20万 | 0.27% | 13,789 | -577 | -4.0% | -$18.96万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $458.66万 | 0.27% | 7,053 | -66 | -0.9% | -$4.29万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $471.54万 | 0.28% | 69,827 | -50 | -0.1% | -$3,376 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $473.53万 | 0.28% | 4,752 | 4 | 0.1% | $3,986 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $480.51万 | 0.29% | 44,488 | -8,690 | -16.3% | -$93.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $517.54万 | 0.31% | 35,831 | -452 | -1.2% | -$6.53万 | 减仓 |
| IYW | ISHARES U S TECHNOLOGY ETF | $521.68万 | 0.31% | 28,755 | -145 | -0.5% | -$2.63万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $524.02万 | 0.31% | 116,838 | 7,799 | 7.2% | $34.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $526.29万 | 0.31% | 10,533 | 91 | 0.9% | $4.55万 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $532.92万 | 0.32% | 106,883 | 6,530 | 6.5% | $32.56万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $533.31万 | 0.32% | 57,419 | -2,043 | -3.4% | -$18.98万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $538.18万 | 0.32% | 85,861 | 7,258 | 9.2% | $45.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $553.12万 | 0.33% | 37,812 | 2,133 | 6.0% | $31.20万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $568.67万 | 0.34% | 83,285 | 961 | 1.2% | $6.56万 | 加仓 |
| V | VISA INC COM CL A | $655.39万 | 0.39% | 21,684 | 744 | 3.6% | $22.49万 | 加仓 |
| WMT | WALMART INC COM | $675.19万 | 0.40% | 54,328 | -1,046 | -1.9% | -$13.00万 | 减仓 |
| — | FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF | $676.40万 | 0.40% | 285,312 | -14,100 | -4.7% | -$33.43万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $684.99万 | 0.41% | 11,463 | -252 | -2.2% | -$15.06万 | 减仓 |
| CAT | CATERPILLAR INC COM | $703.81万 | 0.42% | 9,934 | 2,243 | 29.2% | $158.91万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $737.87万 | 0.44% | 81,506 | 64,266 | 372.8% | $581.80万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $741.85万 | 0.44% | 89,845 | -245,281 | -73.2% | -$2,025.28万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $758.49万 | 0.45% | 123,814 | -5,243 | -4.1% | -$32.12万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $778.12万 | 0.46% | 65,597 | 293 | 0.4% | $3.48万 | 加仓 |
| AVGO | BROADCOM INC COM | $837.73万 | 0.50% | 27,066 | 2,864 | 11.8% | $88.64万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $877.29万 | 0.52% | 125,776 | 81,195 | 182.1% | $566.34万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $882.17万 | 0.52% | 174,308 | 22,454 | 14.8% | $113.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $906.10万 | 0.54% | 18,909 | 96 | 0.5% | $4.60万 | 加仓 |
| GLD | SPDR GOLD SHARES | $907.52万 | 0.54% | 21,091 | -9,679 | -31.5% | -$416.48万 | 减仓 |
| — | FIDELITY CORPORATE BOND ETF | $911.59万 | 0.54% | 193,421 | 75,705 | 64.3% | $356.80万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $928.81万 | 0.55% | 14,219 | -260 | -1.8% | -$16.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $948.14万 | 0.56% | 38,788 | -388 | -1.0% | -$9.48万 | 减仓 |
| — | WISDOMTREE U S AI ENHANCED VALUE FUND | $1,042.99万 | 0.62% | 90,139 | 277 | 0.3% | $3.21万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,176.81万 | 0.70% | 41,024 | -1,863 | -4.3% | -$53.44万 | 减仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $1,263.46万 | 0.75% | 318,012 | 95,553 | 43.0% | $379.63万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,276.51万 | 0.76% | 21,121 | 417 | 2.0% | $25.20万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $1,433.94万 | 0.85% | 40,216 | 48 | 0.1% | $1.71万 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $1,437.40万 | 0.86% | 240,449 | -20,008 | -7.7% | -$119.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,462.65万 | 0.87% | 49,723 | 3,373 | 7.3% | $99.22万 | 加仓 |
| MLPA | GLOBAL X MLP ETF | $1,469.00万 | 0.87% | 272,694 | 42,629 | 18.5% | $229.64万 | 加仓 |
| — | VANECK MORTGAGE REIT INCOME ETF | $1,497.13万 | 0.89% | 1,459,195 | 1,438,414 | 6,921.8% | $1,475.81万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,613.74万 | 0.96% | 17,545 | -1,130 | -6.1% | -$103.93万 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $1,873.45万 | 1.11% | 199,452 | 199,452 | — | $1,873.45万 | 新建仓 |
| VTV | VANGUARD VALUE ETF | $1,880.34万 | 1.12% | 95,838 | 82,269 | 606.3% | $1,614.11万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,926.64万 | 1.15% | 33,675 | 571 | 1.7% | $32.67万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $2,241.48万 | 1.33% | 477,418 | 36,754 | 8.3% | $172.56万 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $2,367.80万 | 1.41% | 1,021,704 | 115,139 | 12.7% | $266.83万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2,486.14万 | 1.48% | 810,346 | 157,441 | 24.1% | $483.03万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $2,593.44万 | 1.54% | 855,355 | 91,751 | 12.0% | $278.19万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $2,783.30万 | 1.66% | 637,494 | -5,271 | -0.8% | -$23.01万 | 减仓 |
| AMZN | AMAZON COM INC COM | $3,017.26万 | 1.80% | 144,873 | 428 | 0.3% | $8.91万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3,035.50万 | 1.81% | 82,003 | 3,199 | 4.1% | $118.42万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,039.10万 | 1.81% | 105,686 | -1,659 | -1.5% | -$47.71万 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $3,150.08万 | 1.87% | 398,442 | -128,977 | -24.5% | -$1,019.69万 | 减仓 |
| TSLA | TESLA INC COM | $3,278.05万 | 1.95% | 88,179 | -736 | -0.8% | -$27.36万 | 减仓 |
| SCHB | SCHWAB U S BROAD MARKET ETF | $3,393.32万 | 2.02% | 1,351,921 | -194,100 | -12.6% | -$487.19万 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $3,810.98万 | 2.27% | 835,374 | 830,845 | 18,345.0% | $3,790.32万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $4,229.31万 | 2.52% | 73,275 | 500 | 0.7% | $28.86万 | 加仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $5,134.23万 | 3.06% | 1,207,202 | 463,265 | 62.3% | $1,970.27万 | 加仓 |