13F 机构持仓

Jaffetilchin Investment Partners, LLC

TAMPA FL · SEC CIK 0001404652

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.81亿2026Q1
26Q1

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ITOT 5.7%
AAPL 5.0%
SCHX 3.9%
VTI 3.9%
NVDA 3.8%
VV 3.6%
DJAN 3.1%
QQQ 2.5%
FBND 2.3%
SCHB 2.0%

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
GVAL CAMBRIA GLOBAL VALUE ETF $00.00%0 -44,850-100.0% -$141.14万 清仓
CVS CVS HEALTH CORP COM $00.00%0 -12,613-100.0% -$100.10万 清仓
KKR KKR & CO INC COM $00.00%0 -7,645-100.0% -$97.46万 清仓
TDVI FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF $00.00%0 -31,988-100.0% -$88.73万 清仓
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF $00.00%0 -40,314-100.0% -$86.51万 清仓
DELL DELL TECHNOLOGIES INC CL C $00.00%0 -6,588-100.0% -$82.94万 清仓
NOW SERVICENOW INC COM $00.00%0 -5,349-100.0% -$81.94万 清仓
— CYBERARK SOFTWARE LTD SHS $00.00%0 -1,719-100.0% -$76.68万 清仓
VLY VALLEY NATL BANCORP COM $00.00%0 -53,004-100.0% -$61.91万 清仓
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND $00.00%0 -4,005-100.0% -$45.58万 清仓
KBWB INVESCO KBW BANK ETF $00.00%0 -4,851-100.0% -$40.89万 清仓
EWC ISHARES MSCI CANADA ETF $00.00%0 -7,244-100.0% -$39.07万 清仓
ARKW ARK NEXT GENERATION INTERNET ETF $00.00%0 -2,533-100.0% -$37.42万 清仓
OWL BLUE OWL CAPITAL INC COM CL A $00.00%0 -24,661-100.0% -$36.84万 清仓
PATH UIPATH INC CL A $00.00%0 -22,326-100.0% -$36.59万 清仓
EEM ISHARES MSCI EMERGING MARKETS ETF $00.00%0 -6,196-100.0% -$33.90万 清仓
FSLR FIRST SOLAR INC COM $00.00%0 -1,287-100.0% -$33.61万 清仓
COPX GLOBAL X COPPER MINERS ETF $00.00%0 -4,645-100.0% -$33.35万 清仓
MSDL MORGAN STANLEY DIRECT LENDING COM SHS $00.00%0 -20,192-100.0% -$33.28万 清仓
CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT $00.00%0 -31,029-100.0% -$32.52万 清仓
NAMS NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES $00.00%0 -9,218-100.0% -$32.34万 清仓
— FT VEST U S EQUITY QUARTERLY DYNAMIC BUFFER ETF $00.00%0 -9,513-100.0% -$32.27万 清仓
DDOG DATADOG INC CL A COM $00.00%0 -2,311-100.0% -$31.43万 清仓
— STRIVE U S SEMICONDUCTOR ETF $00.00%0 -4,386-100.0% -$30.10万 清仓
PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS $00.00%0 -21,206-100.0% -$29.35万 清仓
APP APPLOVIN CORP COM CL A $00.00%0 -433-100.0% -$29.21万 清仓
ADBE ADOBE INC COM $00.00%0 -819-100.0% -$28.66万 清仓
AVAV Aerovironment Inc $00.00%0 -1,171-100.0% -$28.33万 清仓
STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF $00.00%0 -5,606-100.0% -$26.51万 清仓
— GLOBAL X MSCI SUPERDIVIDEND EAFE ETF $00.00%0 -13,443-100.0% -$26.09万 清仓
PLD PROLOGIS INC COM $00.00%0 -2,025-100.0% -$25.85万 清仓
OIH VANECK OIL SERVICES ETF $00.00%0 -904-100.0% -$25.73万 清仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $00.00%0 -1,713-100.0% -$25.10万 清仓
IVES DAN IVES WEDBUSH AI REVOLUTION ETF $00.00%0 -7,914-100.0% -$25.01万 清仓
— GLOBAL X FINTECH ETF $00.00%0 -8,158-100.0% -$24.01万 清仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $00.00%0 -878-100.0% -$23.57万 清仓
CDNS CADENCE DESIGN SYSTEM INC COM $00.00%0 -750-100.0% -$23.46万 清仓
COF CAPITAL ONE FINL CORP COM $00.00%0 -965-100.0% -$23.39万 清仓
BTC GRAYSCALE BITCOIN MINI TRUST ETF $00.00%0 -6,013-100.0% -$23.29万 清仓
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $00.00%0 -4,305-100.0% -$23.18万 清仓
BDX BECTON DICKINSON & CO COM $00.00%0 -1,162-100.0% -$22.56万 清仓
HOOD ROBINHOOD MKTS INC COM CL A $00.00%0 -1,939-100.0% -$21.93万 清仓
COIN COINBASE GLOBAL INC COM CL A $00.00%0 -925-100.0% -$20.91万 清仓
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -1,091-100.0% -$20.06万 清仓
— NUBURU INC COM NEW $00.00%0 -16,500-100.0% -$2,627 清仓
— NEXTNRG INC COM $1.24万0.00%31,048 -571,554-94.8% -$22.86万 减仓
— GENASYS INC COM $1.85万0.00%10,150 00.0% — 不变
— MV OIL TR TR UNITS $2.26万0.00%10,000 10,000— $2.26万 新建仓
BITO PROSHARES BITCOIN ETF $9.39万0.01%10,086 -739-6.8% -$6,880 减仓
IVR INVESCO MORTGAGE CAPITAL INC COM $9.77万0.01%12,090 -280-2.3% -$2,262 减仓
SLS SELLAS LIFE SCIENCES GROUP INC COM NEW $10.29万0.01%24,338 00.0% — 不变
AGNC AGNC INVT CORP COM $11.46万0.01%11,421 -194-1.7% -$1,946 减仓
ACDC PROFRAC HLDG CORP CLASS A COM $13.76万0.01%22,200 22,200— $13.76万 新建仓
RQI COHEN & STEERS QUALITY INCOME COM $16.05万0.01%13,324 13,324— $16.05万 新建仓
S SENTINELONE INC CL A $16.21万0.01%12,585 12,585— $16.21万 新建仓
GIS GENERAL MILLS INC COM $20.04万0.01%5,384 -1,505-21.8% -$5.60万 减仓
ADP AUTOMATIC DATA PROCESSING INC COM $20.24万0.01%996 60.6% $1,219 加仓
PK PARK HOTELS & RESORTS INC COM $20.28万0.01%19,258 -65-0.3% -$684 减仓
MAR MARRIOTT INTL INC NEW CL A $20.30万0.01%621 621— $20.30万 新建仓
— FT VEST U S SMALL CAP MODERATE BUFFER ETF - MAY $20.35万0.01%7,734 -21,683-73.7% -$57.05万 减仓
SLB SLB LIMITED COM STK $20.38万0.01%3,967 3,967— $20.38万 新建仓
ADI ANALOG DEVICES INC COM $20.39万0.01%641 641— $20.39万 新建仓
FBCG FIDELITY BLUE CHIP GROWTH ETF $20.48万0.01%4,086 00.0% — 不变
GDXJ VANECK JUNIOR GOLD MINERS ETF $20.50万0.01%1,708 -768-31.0% -$9.22万 重新持有
— AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF $20.61万0.01%6,635 460.7% $1,429 加仓
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE $20.62万0.01%6,600 -600-8.3% -$1.87万 减仓
AZN ASTRAZENECA PLC ORD $20.68万0.01%1,048 1,048— $20.68万 新建仓
B BARRICK MNG CORP COM SHS $20.75万0.01%5,088 -460-8.3% -$1.88万 减仓
ED CONSOLIDATED EDISON INC COM $20.82万0.01%1,839 1,839— $20.82万 新建仓
COR CENCORA INC COM $21.21万0.01%675 172.6% $5,343 加仓
COWZ PACER US CASH COWS 100 ETF $21.38万0.01%3,417 3,417— $21.38万 新建仓
INTC INTEL CORP COM $21.58万0.01%4,891 4,891— $21.58万 新建仓
— SONICSHARES GLOBAL SHIPPING ETF $21.61万0.01%5,328 5,328— $21.61万 新建仓
— FT VEST U S EQUITY QUARTERLY MAX BUFFER ETF $21.64万0.01%6,500 00.0% — 不变
HWM HOWMET AEROSPACE INC COM $21.65万0.01%940 940— $21.65万 新建仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $21.70万0.01%2,503 180.7% $1,560 加仓
BKNG BOOKING HOLDINGS INC COM $22.03万0.01%52 -1-1.9% -$4,237 减仓
DYNF ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF $22.04万0.01%3,787 1253.4% $7,273 加仓
IVW ISHARES S&P 500 GROWTH ETF $22.35万0.01%1,976 10.1% $113 加仓
— INVESCO S&P SMALLCAP LOW VOLATILITY ETF $22.38万0.01%4,743 310.7% $1,463 加仓
BE BLOOM ENERGY CORP COM CL A $22.59万0.01%1,667 1,667— $22.59万 新建仓
EDU NEW ORIENTAL ED & TECHNOLOGY SPON ADR $22.59万0.01%3,989 00.0% — 不变
MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF $22.64万0.01%5,065 5,065— $22.64万 新建仓
CSX CSX CORP COM $22.71万0.01%5,532 -1,462-20.9% -$6.00万 重新持有
ITW ILLINOIS TOOL WKS INC COM $22.84万0.01%878 8310.4% $2.16万 重新持有
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT $22.86万0.01%5,552 1122.1% $4,611 加仓
QTUM DEFIANCE QUANTUM ETF $22.86万0.01%2,131 412.0% $4,399 加仓
PTON PELOTON INTERACTIVE INC CL A COM $23.03万0.01%53,694 1,2502.4% $5,362 加仓
OXY OCCIDENTAL PETE CORP COM $23.06万0.01%3,547 3,547— $23.06万 新建仓
DGRO ISHARES CORE DIVIDEND GROWTH ETF $23.27万0.01%3,316 3,316— $23.27万 新建仓
MUB ISHARES NATIONAL MUNI BOND ETF $23.28万0.01%2,193 2,193— $23.28万 新建仓
— GLOBAL X DOW 30 COVERED CALL ETF $23.32万0.01%11,085 11,085— $23.32万 新建仓
CCJ CAMECO CORP COM $23.37万0.01%2,152 2,152— $23.37万 新建仓
DCRE DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF $23.43万0.01%4,510 4,510— $23.43万 新建仓
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF $23.47万0.01%5,124 5,124— $23.47万 新建仓
SOFI SOFI TECHNOLOGIES INC COM $23.84万0.01%15,014 -38,173-71.8% -$60.62万 减仓
FTNT FORTINET INC COM $23.92万0.01%2,927 -48-1.6% -$3,922 减仓
RCL ROYAL CARIBBEAN GROUP COM $24.23万0.01%881 -1-0.1% -$275 减仓
CLX CLOROX CO DEL COM $24.26万0.01%2,341 -81-3.3% -$8,393 减仓
C CITIGROUP INC COM NEW $24.68万0.01%2,176 482.3% $5,443 加仓