PARTNERS CAPITAL INVESTMENT GROUP, LLP
BOSTON MA · SEC CIK 0001694870
$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
26Q126Q2
前十大持仓 占组合比例
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 | 17,175 | 0.6% | $100.54万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $1.53亿 | 5.75% | 2,187,140 | 73,058 | 3.5% | $509.58万 | 加仓 |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | $1.52亿 | 5.73% | 3,579,217 | 136,946 | 4.0% | $581.95万 | 加仓 |
| VTV | Vanguard Value ETF | $1.26亿 | 4.73% | 640,487 | 31,120 | 5.1% | $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 | 159,214 | 20.9% | $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 | 18,188 | 3.9% | $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 | 303,884 | 105.8% | $3,058.90万 | 加仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $5,197.29万 | 1.96% | 544,561 | 44,369 | 8.9% | $423.46万 | 加仓 |
| REET | iShares Global REIT ETF | $4,014.00万 | 1.51% | 1,596,022 | 32,215 | 2.1% | $81.02万 | 加仓 |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $3,885.42万 | 1.46% | 652,463 | 105,517 | 19.3% | $628.35万 | 加仓 |
| SNPS | Synopsys Inc | $3,718.58万 | 1.40% | 57,179 | 164 | 0.3% | $10.67万 | 加仓 |
| SPY | SPDR S&P 500 ETF Trust | $3,718.58万 | 1.40% | 57,179 | 164 | 0.3% | $10.67万 | 加仓 |
| — | iShares Gold Trust | $3,583.05万 | 1.35% | 406,426 | 30,033 | 8.0% | $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 | 63,079 | 39.6% | $671.79万 | 加仓 |
| LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | $2,331.52万 | 0.88% | 571,451 | 185,637 | 48.1% | $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 | 863 | 0.2% | $4.58万 | 加仓 |
| DXJ | WisdomTree Japan Hedged Equity Fund | $1,879.91万 | 0.71% | 118,546 | 0 | 0.0% | — | 不变 |
| XLE | Energy Select Sector SPDR Fund | $1,815.10万 | 0.68% | 296,295 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Real Estate ETF | $1,285.66万 | 0.48% | 144,944 | 1,542 | 1.1% | $13.68万 | 加仓 |
| BILS | SPDR Bloomberg 3-12 Month T-Bill ETF | $1,185.29万 | 0.45% | 119,196 | 669 | 0.6% | $6.65万 | 加仓 |
| VTWO | Vanguard Russell 2000 ETF | $1,148.92万 | 0.43% | 114,697 | 231 | 0.2% | $2.31万 | 加仓 |
| IWV | iShares Russell 3000 ETF | $1,108.60万 | 0.42% | 29,907 | 60 | 0.2% | $2.22万 | 加仓 |
| PWRD | TCW Transform Systems ETF | $1,029.87万 | 0.39% | 105,340 | 0 | 0.0% | — | 不变 |
| BIL | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $1,016.11万 | 0.38% | 110,881 | 28,379 | 34.4% | $260.06万 | 加仓 |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $987.15万 | 0.37% | 199,828 | 24,274 | 13.8% | $119.91万 | 加仓 |
| SHY | iShares 1-3 Year Treasury Bond ETF | $973.39万 | 0.37% | 117,887 | 11,511 | 10.8% | $95.05万 | 加仓 |
| MCHI | iShares MSCI China ETF | $946.11万 | 0.36% | 168,407 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 3,729 | 3.1% | $19.82万 | 加仓 |
| QQQ | Invesco QQQ Trust Series 1 | $650.88万 | 0.25% | 11,277 | 171 | 1.5% | $9.87万 | 加仓 |
| SHV | iShares Short Treasury Bond ETF | $639.79万 | 0.24% | 57,957 | 339 | 0.6% | $3.74万 | 加仓 |
| LIN | Linde PLC | $631.10万 | 0.24% | 12,730 | 2,032 | 19.0% | $100.74万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $611.22万 | 0.23% | 19,052 | 683 | 3.7% | $21.91万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight ETF | $604.24万 | 0.23% | 31,484 | 134 | 0.4% | $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 | 33,565 | 262.3% | $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 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $514.91万 | 0.19% | 9,141 | 1,298 | 16.5% | $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 | 0 | 0.0% | — | 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 | 63 | 0.3% | $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 | 164 | 0.5% | $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 | 124 | 0.4% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 13,453 | 106.8% | $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 | 2,830 | 233.5% | $117.94万 | 加仓 |
| HWM | Howmet Aerospace Inc | $165.93万 | 0.06% | 7,200 | 0 | 0.0% | — | 不变 |
| — | IGM Financial Inc | $160.58万 | 0.06% | 13,550 | 3 | 0.0% | $356 | 加仓 |
| IGM | iShares Expanded Tech Sector ETF | $160.58万 | 0.06% | 13,550 | 3 | 0.0% | $356 | 加仓 |
| AOR | iShares Core Growth Allocation ETF | $156.42万 | 0.06% | 24,307 | 16,639 | 217.0% | $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 | 6,030 | 45.8% | $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 | 8,016 | 223.8% | $105.03万 | 加仓 |