13F 机构持仓

InTrack Investment Management Inc

SOUTH BURLINGTON VT · SEC CIK 0001847343

2026Q22026Q1 更早 9 个季度 🔒
$1.75亿2026Q1 申报市值
108持仓数
31.5%前十大占比 · 第一大 4.0%
9 / 7新建仓 / 清仓
申报市值走势$2.02亿2026Q2
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 4.0%
FENI 3.7%
AAPL 3.6%
IEI 3.4%
MSFT 3.1%
DFIV 3.0%
PANW 2.9%
NVDA 2.8%
FBND 2.7%
DIMENSIONAL ET 2.3%

2026Q1 买入最多 按季末市值估算

FIDELITY COVINGT 加仓+$86.07万
IEI 加仓+$82.45万
AVGO 新建仓+$76.05万
FBND 加仓+$72.43万
IVV 加仓+$68.00万

2026Q1 卖出最多 按季末市值估算

ESGV 清仓-$81.35万
EQIX 减仓-$68.81万
MDY 减仓-$43.77万
NVO 清仓-$43.15万
SPY 减仓-$36.55万

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 $697.80万3.98%10,683 1,04110.8% $68.00万 加仓
FENI FIDELITY COVINGTON TRUST $649.89万3.70%174,700 3,4302.0% $12.76万 加仓
AAPL APPLE INC $637.96万3.64%25,137 -38-0.2% -$9,644 减仓
IEI ISHARES TR $598.54万3.41%50,467 6,95216.0% $82.45万 加仓
MSFT MICROSOFT CORP $536.08万3.05%14,482 7705.6% $28.50万 加仓
DFIV DIMENSIONAL ETF TRUST $524.98万2.99%99,466 9,86711.0% $52.08万 加仓
PANW PALO ALTO NETWORKS INC $515.49万2.94%32,154 1,5074.9% $24.16万 加仓
NVDA NVIDIA CORPORATION $484.88万2.76%27,803 -1,045-3.6% -$18.22万 减仓
FBND FIDELITY MERRIMACK STR TR $478.54万2.73%104,897 15,87617.8% $72.43万 加仓
— DIMENSIONAL ETF TRUST $408.65万2.33%65,437 -1,938-2.9% -$12.10万 减仓
PLTR PALANTIR TECHNOLOGIES INC $394.44万2.25%26,965 -86-0.3% -$1.26万 减仓
GOOG ALPHABET INC $374.06万2.13%13,040 -679-4.9% -$19.48万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $358.80万2.04%136,634 24,89722.3% $65.38万 加仓
AMZN AMAZON COM INC $332.85万1.90%15,981 3712.4% $7.73万 加仓
LLY ELI LILLY & CO $332.43万1.89%3,614 -58-1.6% -$5.34万 减仓
C CITIGROUP INC $314.79万1.79%27,757 1,3755.2% $15.59万 加仓
META META PLATFORMS INC $310.98万1.77%5,436 -425-7.3% -$24.31万 减仓
MCK MCKESSON CORP $306.53万1.75%3,542 -1-0.0% -$865 减仓
JPM JPMORGAN CHASE & CO. $294.62万1.68%10,016 1,10212.4% $32.41万 加仓
VOO VANGUARD INDEX FDS $286.33万1.63%4,792 -545-10.2% -$32.56万 减仓
CB CHUBB LIMITED $281.09万1.60%8,624 -527-5.8% -$17.18万 减仓
— FIDELITY COVINGTON TRUST $280.56万1.60%82,156 25,20344.3% $86.07万 加仓
CAT CATERPILLAR INC $233.65万1.33%3,298 -322-8.9% -$22.81万 减仓
FMDE FIDELITY COVINGTON TRUST $217.37万1.24%60,448 -4,253-6.6% -$15.29万 减仓
AMAT APPLIED MATLS INC $217.31万1.24%6,358 2003.2% $6.84万 加仓
ETN EATON CORP PLC $217.14万1.24%6,071 -262-4.1% -$9.37万 减仓
EQIX EQUINIX INC $213.30万1.22%2,176 -702-24.4% -$68.81万 减仓
DUK DUKE ENERGY CORP NEW $200.19万1.14%15,288 150.1% $1,964 加仓
FHEQ FIDELITY GREENWOOD STREET TR $199.93万1.14%67,958 -688-1.0% -$2.02万 减仓
WM WASTE MGMT INC DEL $198.10万1.13%8,621 -121-1.4% -$2.78万 减仓
MCD MCDONALDS CORP $197.20万1.12%6,345 -11-0.2% -$3,419 减仓
JPIE J P MORGAN EXCHANGE TRADED F $196.09万1.12%42,563 5,54215.0% $25.53万 加仓
VBK VANGUARD INDEX FDS $193.31万1.10%6,396 -1,133-15.0% -$34.24万 减仓
DHR DANAHER CORPORATION $192.06万1.09%10,130 5585.8% $10.58万 加仓
NEE NEXTERA ENERGY INC $191.01万1.09%20,565 4682.3% $4.35万 加仓
WMT WALMART INC $175.58万1.00%14,128 -610-4.1% -$7.58万 减仓
SYK STRYKER CORPORATION $172.60万0.98%5,253 3988.2% $13.08万 加仓
GLDM WORLD GOLD TR $169.91万0.97%18,331 -420-2.2% -$3.89万 减仓
SPY SPDR S&P 500 ETF TR $166.89万0.95%2,566 -562-18.0% -$36.55万 减仓
APO APOLLO GLOBAL MGMT INC $163.81万0.93%14,702 -1,338-8.3% -$14.91万 减仓
VIGI VANGUARD WHITEHALL FDS $162.44万0.93%18,363 -4,103-18.3% -$36.29万 减仓
SPG SIMON PPTY GROUP INC NEW $159.87万0.91%8,571 -92-1.1% -$1.72万 减仓
FELG FIDELITY COVINGTON TRUST $153.74万0.88%41,008 -3,027-6.9% -$11.35万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $149.36万0.85%3,117 963.2% $4.60万 加仓
JPIB J P MORGAN EXCHANGE TRADED F $149.14万0.85%31,188 1,9506.7% $9.32万 加仓
FTNT FORTINET INC $146.55万0.84%17,933 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $144.18万0.82%2,449 592.5% $3.47万 加仓
PHYL PGIM ETF TR $141.83万0.81%40,955 3,4359.2% $11.90万 加仓
AXIAY CENTRAIS ELET BRAS SA $127.69万0.73%113,203 1,0570.9% $1.19万 加仓
PG PROCTER AND GAMBLE CO $125.60万0.72%8,695 630.7% $9,100 加仓
LOW LOWES COS INC $124.14万0.71%5,254 -23-0.4% -$5,434 减仓
— EXXON MOBIL CORP $120.03万0.68%7,075 -1,202-14.5% -$20.39万 减仓
CARR CARRIER GLOBAL CORPORATION $116.10万0.66%20,618 00.0% — 不变
VTV VANGUARD INDEX FDS $108.13万0.62%5,511 -1,539-21.8% -$30.20万 减仓
KO COCA COLA CO $107.66万0.61%14,157 3612.6% $2.75万 加仓
TSM TAIWAN SEMICONDUCTOR MFG LTD $98.08万0.56%2,902 -524-15.3% -$17.71万 减仓
NTES NETEASE INC $97.66万0.56%8,724 3,56769.2% $39.93万 加仓
TJX TJX COS INC NEW $96.11万0.55%6,018 -587-8.9% -$9.38万 减仓
BCD ABRDN ETFS $89.91万0.51%25,128 2,0128.7% $7.20万 加仓
SHEL SHELL PLC $76.24万0.43%8,198 -1,668-16.9% -$15.51万 减仓
AVGO BROADCOM INC $76.05万0.43%2,457 2,457— $76.05万 新建仓
QUAL ISHARES TR $71.87万0.41%3,747 -1,383-27.0% -$26.53万 减仓
VSLU ETF OPPORTUNITIES TRUST $71.17万0.41%17,021 -1,430-7.8% -$5.98万 减仓
EFA ISHARES TR $70.52万0.40%7,260 -35-0.5% -$3,400 减仓
VEA VANGUARD TAX-MANAGED FDS $70.41万0.40%10,987 -60-0.5% -$3,845 减仓
MUFG MITSUBISHI UFJ FINL GROUP IN $69.86万0.40%41,169 1800.4% $3,055 加仓
PSA PUBLIC STORAGE OPER CO $69.16万0.39%2,553 -26-1.0% -$7,043 减仓
LIN LINDE PLC $68.81万0.39%1,388 141.0% $6,941 加仓
STWD STARWOOD PPTY TR INC $66.81万0.38%38,799 2,5126.9% $4.33万 加仓
— EATON VANCE MUNI INCOME TRUS $61.82万0.35%59,390 -5,601-8.6% -$5.83万 减仓
ENB ENBRIDGE INC $61.03万0.35%11,273 -600-5.1% -$3.25万 减仓
HDB HDFC BANK LTD $59.62万0.34%23,961 4852.1% $1.21万 加仓
QQQ INVESCO QQQ TR $56.10万0.32%972 -342-26.0% -$19.74万 减仓
GOOGL ALPHABET INC $55.30万0.32%1,923 -587-23.4% -$16.88万 减仓
MDY SPDR S&P MIDCAP 400 ETF TR $54.81万0.31%889 -710-44.4% -$43.77万 减仓
COST COSTCO WHSL CORP NEW $53.63万0.31%538 538— $53.63万 新建仓
XLI SELECT SECTOR SPDR TR $51.75万0.29%3,200 -71-2.2% -$1.15万 减仓
ADSK AUTODESK INC $51.23万0.29%2,140 00.0% — 不变
VGT VANGUARD WORLD FD $49.33万0.28%707 00.0% — 不变
— FIDELITY MERRIMACK STR TR $46.86万0.27%9,533 2,42534.1% $11.92万 加仓
BAC BANK AMERICA CORP $46.18万0.26%9,472 -1,400-12.9% -$6.83万 减仓
NVG NUVEEN AMT FREE MUN CR INC F $45.22万0.26%36,672 -22,284-37.8% -$27.48万 减仓
MRK MERCK & CO INC $42.79万0.24%3,557 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $40.74万0.23%14,627 14,627— $40.74万 新建仓
FESM FIDELITY COVINGTON TRUST $40.50万0.23%10,659 10,659— $40.50万 新建仓
VTI VANGUARD INDEX FDS $40.10万0.23%1,250 00.0% — 不变
IYW ISHARES TR $40.01万0.23%2,205 -501-18.5% -$9.09万 减仓
XBI SPDR SERIES TRUST $38.00万0.22%2,975 2,975— $38.00万 新建仓
ITOT ISHARES TR $37.03万0.21%2,600 00.0% — 不变
PLUS EPLUS INC $36.50万0.21%4,850 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $36.11万0.21%6,063 -344-5.4% -$2.05万 减仓
VO VANGUARD INDEX FDS $33.77万0.19%1,176 -355-23.2% -$10.19万 减仓
ZTS ZOETIS INC $33.37万0.19%2,823 -446-13.6% -$5.27万 减仓
XLF SELECT SECTOR SPDR TR $32.52万0.19%6,586 -222-3.3% -$1.10万 减仓
— CENTRAIS ELET BRAS SA $31.93万0.18%29,238 -161-0.5% -$1,758 减仓
CR CRANE COMPANY $30.79万0.18%1,801 19412.1% $3.32万 加仓
DFIS DIMENSIONAL ETF TRUST $29.41万0.17%8,736 8,736— $29.41万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $27.63万0.16%5,459 00.0% — 不变
XLC SELECT SECTOR SPDR TR $27.36万0.16%2,468 572.4% $6,319 加仓
MDLZ MONDELEZ INTL INC $26.67万0.15%4,627 -1,402-23.3% -$8.08万 减仓