Constellation Investments, Inc.
MONTGOMERY OH · SEC CIK 0001573575
$30.13亿2026Q1 申报市值
19持仓数
93.7%前十大占比 · 第一大 29.5%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BND 新建仓+$8,100.40万
ITOT 加仓+$7,121.50万
VOO 加仓+$3,692.86万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$1.13亿
IVV 减仓-$9,579.78万
IJH 减仓-$6,516.65万
IJR 清仓-$2,403.60万
VCIT 减仓-$1,772.51万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $0 | 0.00% | 0 | -200,000 | -100.0% | -$2,403.60万 | 清仓 |
| CLOA | BLACKROCK ETF TRUST II | $139.95万 | 0.05% | 27,000 | -51,130 | -65.4% | -$265.03万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $285.31万 | 0.09% | 14,000 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $827.75万 | 0.27% | 139,000 | -5,000 | -3.5% | -$29.77万 | 减仓 |
| EFA | ISHARES TR | $1,830.23万 | 0.61% | 188,431 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $2,549.24万 | 0.85% | 365,482 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2,717.31万 | 0.90% | 249,317 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $3,072.61万 | 1.02% | 455,000 | -965,000 | -68.0% | -$6,516.65万 | 减仓 |
| IWB | ISHARES TR | $3,616.98万 | 1.20% | 101,441 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $4,028.50万 | 1.34% | 712,000 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $4,708.80万 | 1.56% | 495,924 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $7,056.80万 | 2.34% | 779,498 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $8,100.40万 | 2.69% | 1,100,000 | 1,100,000 | — | $8,100.40万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $1.03亿 | 3.43% | 179,026 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.27亿 | 4.21% | 1,532,125 | -214,200 | -12.3% | -$1,772.51万 | 减仓 |
| ITOT | ISHARES TR | $1.58亿 | 5.24% | 1,108,000 | 500,000 | 82.2% | $7,121.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.89亿 | 6.26% | 587,923 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $5.72亿 | 18.98% | 956,800 | 61,800 | 6.9% | $3,692.86万 | 加仓 |
| AGG | ISHARES TR | $5.88亿 | 19.51% | 5,920,906 | -1,142,013 | -16.2% | -$1.13亿 | 减仓 |
| IVV | ISHARES TR | $8.87亿 | 29.45% | 1,358,390 | -146,657 | -9.7% | -$9,579.78万 | 减仓 |