13F 机构持仓

PARTNERS CAPITAL INVESTMENT GROUP, LLP

BOSTON MA · SEC CIK 0001694870

2026Q22026Q1 更早 9 个季度 🔒
$26.55亿2026Q1 申报市值
174持仓数
59.1%前十大占比 · 第一大 20.2%
15 / 6新建仓 / 清仓
申报市值走势$28.35亿2026Q2
26Q126Q2

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

IVV 20.2%
VGSH 6.4%
IEMG 5.7%
HEFA 5.7%
VTV 4.7%
STIP 3.8%
VOO 3.7%
IEFA 3.1%
EMXC 3.0%
ITOT 2.6%

2026Q1 买入最多 按季末市值估算

SGOV 加仓+$3,058.90万
EMLC 新建仓+$1,941.83万
IEFA 加仓+$1,441.37万
LEMB 加仓+$757.40万
SUB 加仓+$671.79万

2026Q1 卖出最多 按季末市值估算

STIP 减仓-$3,167.75万
IVV 减仓-$2,991.64万
TIP 减仓-$1,688.92万
VOO 减仓-$1,187.04万
VT 减仓-$1,087.57万

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
IVV iShares Core S&P 500 ETF $5.37亿20.22%821,849 -45,799-5.3% -$2,991.64万 减仓
VGSH Vanguard Short-Term Treasury ETF $1.71亿6.43%2,917,104 17,1750.6% $100.54万 加仓
IEMG iShares Core MSCI Emerging Markets ETF $1.53亿5.75%2,187,140 73,0583.5% $509.58万 加仓
HEFA iShares Currency Hedged MSCI EAFE ETF $1.52亿5.73%3,579,217 136,9464.0% $581.95万 加仓
VTV Vanguard Value ETF $1.26亿4.73%640,487 31,1205.1% $610.57万 加仓
STIP iShares 0-5 Year TIPS Bond ETF $1.02亿3.83%983,845 -306,270-23.7% -$3,167.75万 减仓
VOO Vanguard S&P 500 ETF $9,745.05万3.67%163,083 -19,865-10.9% -$1,187.04万 减仓
IEFA iShares Core MSCI EAFE ETF $8,327.52万3.14%919,863 159,21420.9% $1,441.37万 加仓
EMXC iShares MSCI Emerging Markets ex China ETF $8,041.09万3.03%1,022,259 -133,165-11.5% -$1,047.48万 减仓
ITOT iShares Core S&P Total US Stock Market ETF $6,901.04万2.60%484,522 18,1883.9% $259.05万 加仓
VT Vanguard Total World Stock ETF $6,828.57万2.57%493,679 -78,627-13.7% -$1,087.57万 减仓
DBJP Xtrackers MSCI Japan Hedged Equity ETF $6,620.39万2.49%655,348 -17,550-2.6% -$177.29万 减仓
TIP iShares TIPS Bond ETF $6,282.04万2.37%569,232 -153,037-21.2% -$1,688.92万 减仓
SGOV iShares 0-3 Month Treasury Bond ETF $5,948.75万2.24%590,975 303,884105.8% $3,058.90万 加仓
IEF iShares 7-10 Year Treasury Bond ETF $5,197.29万1.96%544,561 44,3698.9% $423.46万 加仓
REET iShares Global REIT ETF $4,014.00万1.51%1,596,022 32,2152.1% $81.02万 加仓
VGIT Vanguard Intermediate-Term Treasury ETF $3,885.42万1.46%652,463 105,51719.3% $628.35万 加仓
SNPS Synopsys Inc $3,718.58万1.40%57,179 1640.3% $10.67万 加仓
SPY SPDR S&P 500 ETF Trust $3,718.58万1.40%57,179 1640.3% $10.67万 加仓
— iShares Gold Trust $3,583.05万1.35%406,426 30,0338.0% $264.77万 加仓
ACWI iShares MSCI ACWI ETF $3,086.10万1.16%223,032 -65,181-22.6% -$901.91万 减仓
SUB iShares Short-Term National Muni Bond ETF $2,367.21万0.89%222,273 63,07939.6% $671.79万 加仓
LEMB iShares J.P. Morgan EM Local Currency Bond ETF $2,331.52万0.88%571,451 185,63748.1% $757.40万 加仓
EMLC VanEck J. P. Morgan EM Local Currency Bond ETF $1,941.83万0.73%773,331 773,331— $1,941.83万 新建仓
HEWJ iShares Currency Hedged MSCI Japan ETF $1,934.89万0.73%343,797 -17,786-4.9% -$100.10万 减仓
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF $1,894.15万0.71%357,185 8630.2% $4.58万 加仓
DXJ WisdomTree Japan Hedged Equity Fund $1,879.91万0.71%118,546 00.0% — 不变
XLE Energy Select Sector SPDR Fund $1,815.10万0.68%296,295 00.0% — 不变
HAWX iShares Currency Hedged MSCI ACWI EX US ETF $1,720.58万0.65%420,782 -13,857-3.2% -$56.66万 减仓
EWJ iShares MSCI Japan ETF $1,553.86万0.59%184,019 -28,662-13.5% -$242.02万 减仓
XCEM Columbia EM Core ex-China ETF $1,306.10万0.49%320,043 00.0% — 不变
VNQ Vanguard Real Estate ETF $1,285.66万0.48%144,944 1,5421.1% $13.68万 加仓
BILS SPDR Bloomberg 3-12 Month T-Bill ETF $1,185.29万0.45%119,196 6690.6% $6.65万 加仓
VTWO Vanguard Russell 2000 ETF $1,148.92万0.43%114,697 2310.2% $2.31万 加仓
IWV iShares Russell 3000 ETF $1,108.60万0.42%29,907 600.2% $2.22万 加仓
PWRD TCW Transform Systems ETF $1,029.87万0.39%105,340 00.0% — 不变
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $1,016.11万0.38%110,881 28,37934.4% $260.06万 加仓
DBEF Xtrackers MSCI EAFE Hedged Equity ETF $987.15万0.37%199,828 24,27413.8% $119.91万 加仓
SHY iShares 1-3 Year Treasury Bond ETF $973.39万0.37%117,887 11,51110.8% $95.05万 加仓
MCHI iShares MSCI China ETF $946.11万0.36%168,407 00.0% — 不变
IWM iShares Russell 2000 ETF $899.72万0.34%36,279 -920-2.5% -$22.82万 减仓
— VanEck Israel ETF $890.37万0.34%147,257 00.0% — 不变
USHY iShares Broad USD High Yield Corporate Bond ETF $742.13万0.28%201,447 -57,379-22.2% -$211.38万 减仓
EFA iShares MSCI EAFE ETF $685.00万0.26%70,524 -48,613-40.8% -$472.18万 减仓
EPP iShares MSCI Pacific ex Japan ETF $651.03万0.25%122,513 3,7293.1% $19.82万 加仓
QQQ Invesco QQQ Trust Series 1 $650.88万0.25%11,277 1711.5% $9.87万 加仓
SHV iShares Short Treasury Bond ETF $639.79万0.24%57,957 3390.6% $3.74万 加仓
LIN Linde PLC $631.10万0.24%12,730 2,03219.0% $100.74万 加仓
VTI Vanguard Total Stock Market ETF $611.22万0.23%19,052 6833.7% $21.91万 加仓
RSP Invesco S&P 500 Equal Weight ETF $604.24万0.23%31,484 1340.4% $2.57万 加仓
MTZ MasTec Inc $599.40万0.23%18,630 -1,993-9.7% -$64.12万 减仓
IEI iShares 3-7 Year Treasury Bond ETF $549.85万0.21%46,362 33,565262.3% $398.08万 加仓
QUAL iShares Edge MSCI USA Quality Factor ETF $548.45万0.21%28,593 -1,196-4.0% -$22.94万 减仓
GLD SPDR Gold Shares $529.69万0.20%12,310 00.0% — 不变
DE Deere & Co $514.91万0.19%9,141 1,29816.5% $73.12万 加仓
MSFT Microsoft Corp $510.50万0.19%13,791 -1,537-10.0% -$56.89万 减仓
GOOGL Alphabet Inc $483.72万0.18%16,821 -1,256-6.9% -$36.12万 减仓
EEM iShares MSCI Emerging Markets ETF $462.61万0.17%81,461 00.0% — 不变
URTH iShares MSCI World ETF $457.78万0.17%25,430 -990-3.7% -$17.82万 减仓
BMY Bristol-Myers Squibb Co $428.84万0.16%70,708 -8,264-10.5% -$50.12万 减仓
— Novartis AG $426.78万0.16%28,214 -3,110-9.9% -$47.04万 减仓
TSM Taiwan Semiconductor Manufacturing Co Ltd $423.86万0.16%12,542 -1,465-10.5% -$49.51万 减仓
META Meta Platforms Inc $416.42万0.16%7,278 -1,647-18.5% -$94.23万 减仓
VPL Vanguard FTSE Pacific ETF $378.42万0.14%38,721 -4,184-9.8% -$40.89万 减仓
HLT Hilton Worldwide Holdings Inc $374.57万0.14%12,318 -1,439-10.5% -$43.76万 减仓
SCHW Charles Schwab Corp/The $362.98万0.14%38,623 -4,514-10.5% -$42.42万 减仓
QSR Restaurant Brands International Inc $356.89万0.13%48,294 -5,645-10.5% -$41.72万 减仓
NWSA News Corp $356.84万0.13%143,137 -15,992-10.0% -$39.87万 减仓
ICE Intercontinental Exchange Inc $351.46万0.13%22,346 -2,613-10.5% -$41.10万 减仓
VMC Vulcan Materials Co $345.66万0.13%12,694 -1,405-10.0% -$38.26万 减仓
ESGU iShares Trust iShares ESG Aware MSCI USA ETF $340.38万0.13%24,069 630.3% $8,909 加仓
— Ferguson PLC $331.51万0.12%14,212 -1,661-10.5% -$38.74万 减仓
MUB iShares National Muni Bond ETF $330.37万0.12%31,123 1640.5% $1.74万 加仓
TDG Transdigm Group Inc $323.81万0.12%2,794 -303-9.8% -$35.12万 减仓
V Visa Inc $322.12万0.12%10,658 -1,698-13.7% -$51.32万 减仓
URI United Rentals Inc $311.90万0.12%4,281 -501-10.5% -$36.50万 减仓
COF Capital One Financial Corp $297.40万0.11%16,302 -1,900-10.4% -$34.66万 减仓
SPGI S&P Global Inc $297.36万0.11%6,991 -818-10.5% -$34.79万 减仓
AVGO Broadcom Inc $285.15万0.11%9,213 -1,075-10.4% -$33.27万 减仓
CRM salesforce.com Inc $282.56万0.11%15,137 -1,770-10.5% -$33.04万 减仓
USMV iShares Edge MSCI Min Vol USA ETF $273.26万0.10%29,465 1240.4% $1.15万 加仓
TYL Tyler Technologies Inc $257.54万0.10%7,522 -880-10.5% -$30.13万 减仓
VTIP Vanguard Short-Term Inflation-Protected Securities ETF $242.74万0.09%48,597 00.0% — 不变
DBEU Xtrackers MSCI Europe Hedged Equity ETF $241.89万0.09%49,649 -16,091-24.5% -$78.40万 减仓
REZ iShares Residential and Multisector Real Estate ETF $241.23万0.09%28,990 00.0% — 不变
UTHR United Therapeutics Corp $216.50万0.08%3,651 -425-10.4% -$25.20万 减仓
ITB iShares U.S. Home Construction ETF $206.98万0.08%22,858 22,858— $206.98万 新建仓
INDA iShares MSCI India ETF $196.23万0.07%41,894 00.0% — 不变
GOOG Alphabet Inc $195.35万0.07%6,810 -950-12.2% -$27.25万 减仓
ACWX iShares MSCI ACWI ex US ETF $178.34万0.07%26,047 13,453106.8% $92.11万 加仓
SRLN SPDR Blackstone Senior Loan ETF $169.84万0.06%42,312 -69,494-62.2% -$278.95万 减仓
TT Trane Technologies PLC $168.45万0.06%4,042 2,830233.5% $117.94万 加仓
HWM Howmet Aerospace Inc $165.93万0.06%7,200 00.0% — 不变
— IGM Financial Inc $160.58万0.06%13,550 30.0% $356 加仓
IGM iShares Expanded Tech Sector ETF $160.58万0.06%13,550 30.0% $356 加仓
AOR iShares Core Growth Allocation ETF $156.42万0.06%24,307 16,639217.0% $107.07万 加仓
INCY Incyte Corp $153.82万0.06%16,343 -1,910-10.5% -$17.98万 减仓
IGV iShares Expanded Tech-Software Sector ETF $153.69万0.06%19,199 6,03045.8% $48.27万 加仓
ONC BeiGene Ltd $152.76万0.06%5,144 -600-10.4% -$17.82万 减仓
EMR Emerson Electric Co $151.94万0.06%11,597 8,016223.8% $105.03万 加仓