PENNINGTON PARTNERS & CO., LLC
Bethesda MD · SEC CIK 0001779355
$2.92亿2026Q1 申报市值
114持仓数
69.7%前十大占比 · 第一大 20.3%
17 / 2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
JAAA 加仓+$599.79万
IWV 加仓+$534.97万
VTHR 加仓+$513.89万
AAPL 加仓+$415.69万
GOOG 加仓+$412.67万
2026Q1 卖出最多 按季末市值估算
ESGV 减仓-$220.13万
BRK/B 减仓-$62.63万
GS 减仓-$30.10万
BINC 清仓-$26.91万
CYTK 清仓-$20.83万
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 TR | $291.20万 | 1.00% | 4,458 | 452 | 11.3% | $29.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $292.61万 | 1.00% | 4,487 | 3,337 | 290.2% | $217.62万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $292.68万 | 1.00% | 26,069 | -19,607 | -42.9% | -$220.13万 | 减仓 |
| AMZN | AMAZON COM INC | $330.77万 | 1.13% | 15,882 | 4,369 | 37.9% | $90.99万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $335.79万 | 1.15% | 87,401 | 16,342 | 23.0% | $62.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $413.10万 | 1.41% | 11,160 | 5,295 | 90.3% | $196.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $433.71万 | 1.49% | 7,258 | 645 | 9.8% | $38.54万 | 加仓 |
| ACWI | ISHARES TR | $452.79万 | 1.55% | 32,723 | -2 | -0.0% | -$277 | 减仓 |
| GOOG | ALPHABET INC | $516.45万 | 1.77% | 18,004 | 14,386 | 397.6% | $412.67万 | 加仓 |
| AAPL | APPLE INC | $534.06万 | 1.83% | 21,043 | 16,379 | 351.2% | $415.69万 | 加仓 |
| ITOT | ISHARES TR | $673.21万 | 2.31% | 47,266 | 14,271 | 43.3% | $203.26万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $842.45万 | 2.89% | 166,583 | 118,600 | 247.2% | $599.79万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1,833.63万 | 6.28% | 63,762 | 17,870 | 38.9% | $513.89万 | 加仓 |
| IWV | ISHARES TR | $4,155.51万 | 14.23% | 112,105 | 14,432 | 14.8% | $534.97万 | 加仓 |
| BOXX | EA SERIES TRUST | $4,985.19万 | 17.07% | 428,686 | 19,322 | 4.7% | $224.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,920.22万 | 20.28% | 184,540 | 5,748 | 3.2% | $184.40万 | 加仓 |