13F 机构持仓

POM Investment Strategies, LLC

RALEIGH NC · SEC CIK 0001906322

2026Q22026Q1 更早 9 个季度 🔒
$8,049.54万2026Q1 申报市值
433持仓数
64.4%前十大占比 · 第一大 11.1%
183 / 94新建仓 / 清仓
申报市值走势$8,825.54万2026Q2
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

GSEP 11.1%
JANW 9.5%
OCTW 9.1%
AIM ETF PRODUC 8.8%
AIM ETF PRODUC 8.2%
DECW 7.4%
AIM ETF PRODUC 3.7%
BILZ 2.2%
AIM ETF PRODUC 2.2%
ELEVATION SERI 2.2%

2026Q1 买入最多 按季末市值估算

GSEP 新建仓+$892.25万
JANW 新建仓+$761.77万
OCTW 新建仓+$730.26万
AIM ETF PRODUCTS 新建仓+$711.60万
AIM ETF PRODUCTS 新建仓+$659.38万

2026Q1 卖出最多 按季末市值估算

SPYM 减仓-$2,465.04万
EEM 减仓-$1,560.63万
IEV 减仓-$1,476.54万
XLG 减仓-$1,385.42万
QQQ 减仓-$1,382.93万

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
NJR NEW JERSEY RES CORP $3.30万0.04%600 600— $3.30万 新建仓
RECS COLUMBIA ETF TR I $3.34万0.04%856 856— $3.34万 新建仓
FELG FIDELITY COVINGTON TRUST $3.48万0.04%928 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $3.55万0.04%105 105— $3.55万 新建仓
FE FIRSTENERGY CORP $3.57万0.04%705 6501,181.8% $3.29万 加仓
KEY KEYCORP $3.59万0.04%1,790 52441.4% $1.05万 加仓
MUB ISHARES TR $3.64万0.05%343 343— $3.64万 新建仓
VEA VANGUARD TAX-MANAGED FDS $3.66万0.05%571 -3,969-87.4% -$25.43万 减仓
MCD MCDONALDS CORP $3.70万0.05%119 119— $3.70万 新建仓
— EXXON MOBIL CORP $3.74万0.05%220 7349.7% $1.24万 加仓
SPSM SPDR SERIES TRUST $3.75万0.05%775 -15,293-95.2% -$73.91万 减仓
PPL PPL CORP $3.82万0.05%1,000 833498.8% $3.18万 加仓
AVUV AMERICAN CENTY ETF TR $3.83万0.05%347 -7,032-95.3% -$77.61万 减仓
TLT ISHARES TR $3.90万0.05%450 450— $3.90万 新建仓
— EXCHANGE LISTED FDS TR $3.95万0.05%1,236 00.0% — 不变
CTVA CORTEVA INC $4.18万0.05%499 499— $4.18万 新建仓
EWJ ISHARES INC $4.19万0.05%496 496— $4.19万 新建仓
VYMI VANGUARD WHITEHALL FDS $4.20万0.05%446 404961.9% $3.81万 加仓
ORI OLD REP INTL CORP $4.35万0.05%1,091 1,091— $4.35万 新建仓
GOOG ALPHABET INC $4.56万0.06%159 -41-20.5% -$1.18万 减仓
MPC MARATHON PETE CORP $4.79万0.06%196 -1-0.5% -$244 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $4.86万0.06%600 600— $4.86万 新建仓
— WARNER BROS DISCOVERY INC $4.89万0.06%1,780 1,253237.8% $3.44万 加仓
WMB WILLIAMS COS INC $5.03万0.06%691 619859.7% $4.51万 加仓
IEF ISHARES TR $5.21万0.06%546 5323,800.0% $5.08万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $5.22万0.06%109 -366-77.1% -$17.54万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $5.22万0.06%765 765— $5.22万 新建仓
GOOGL ALPHABET INC $5.41万0.07%188 -367-66.1% -$10.55万 减仓
WEC WEC ENERGY GROUP INC $5.49万0.07%474 423829.4% $4.90万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $5.76万0.07%975 9534,331.8% $5.63万 加仓
PM PHILIP MORRIS INTL INC $5.82万0.07%352 144.1% $2,315 加仓
— SIMPLIFY EXCHANGE TRADED FUN $5.97万0.07%2,305 -61,942-96.4% -$160.37万 减仓
VCSH VANGUARD SCOTTSDALE FDS $6.01万0.07%758 758— $6.01万 新建仓
PSX PHILLIPS 66 $6.10万0.08%335 283544.2% $5.16万 加仓
BMY BRISTOL-MYERS SQUIBB CO $6.27万0.08%1,033 12013.1% $7,278 加仓
SHLD GLOBAL X FDS $6.61万0.08%933 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $6.64万0.08%1,259 201.6% $1,055 加仓
SUB ISHARES TR $7.07万0.09%663 663— $7.07万 新建仓
IONQ IONQ INC $7.18万0.09%2,491 00.0% — 不变
VFH VANGUARD WORLD FD $7.18万0.09%595 595— $7.18万 新建仓
QTUM ETF SER SOLUTIONS $7.24万0.09%675 325.0% $3,434 加仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $7.81万0.10%1,187 00.0% — 不变
AMZN AMAZON COM INC $7.85万0.10%377 -86-18.6% -$1.79万 减仓
PG PROCTER & GAMBLE CO $7.98万0.10%552 23272.5% $3.35万 加仓
SPTI SPDR SERIES TRUST $8.09万0.10%2,822 170.6% $487 加仓
IXUS ISHARES TR $8.31万0.10%959 959— $8.31万 新建仓
CSCO CISCO SYS INC $9.12万0.11%1,175 775193.8% $6.01万 加仓
UNH UNITEDHEALTH GROUP INC $9.25万0.11%342 72.1% $1,894 加仓
IJR ISHARES TR $9.48万0.12%763 75918,975.0% $9.43万 加仓
F FORD MTR CO $9.49万0.12%8,224 5,001155.2% $5.77万 加仓
VGK VANGUARD INTL EQUITY INDEX F $9.51万0.12%1,153 1,153— $9.51万 新建仓
ED CONSOLIDATED EDISON INC $9.56万0.12%845 -179-17.5% -$2.03万 减仓
EFG ISHARES TR $9.68万0.12%869 8372,615.6% $9.32万 加仓
IJJ ISHARES TR $9.69万0.12%732 -16,097-95.7% -$213.15万 减仓
IJH ISHARES TR $9.70万0.12%1,437 1,118350.5% $7.55万 加仓
— AIM ETF PRODUCTS TRUST $9.92万0.12%2,980 2,980— $9.92万 新建仓
IJK ISHARES TR $9.97万0.12%991 -21,723-95.6% -$218.47万 减仓
WMT WALMART INC $10.08万0.13%811 525183.6% $6.53万 加仓
MAYW AIM ETF PRODUCTS TRUST $10.14万0.13%3,000 3,000— $10.14万 新建仓
VOE VANGUARD INDEX FDS $10.17万0.13%552 552— $10.17万 新建仓
SO SOUTHERN CO $10.23万0.13%1,060 00.0% — 不变
LOW LOWES COS INC $10.28万0.13%435 00.0% — 不变
IVV ISHARES TR $10.92万0.14%167 -1,318-88.8% -$86.19万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $11.40万0.14%7,428 -197,811-96.4% -$303.46万 减仓
VGSH VANGUARD SCOTTSDALE FDS $11.51万0.14%1,965 1,965— $11.51万 新建仓
CNP CENTERPOINT ENERGY INC $12.27万0.15%2,843 2,6991,874.3% $11.65万 加仓
SPMD SPDR SERIES TRUST $13.01万0.16%2,197 -43,883-95.2% -$259.90万 减仓
MRK MERCK & CO INC $13.12万0.16%1,091 731203.1% $8.79万 加仓
GSK GSK PLC $13.80万0.17%2,501 2,48920,741.7% $13.74万 加仓
C CITIGROUP INC $13.86万0.17%1,222 1,222— $13.86万 新建仓
MTB M & T BK CORP $13.91万0.17%673 00.0% — 不变
AHR AMERICAN HEALTHCARE REIT INC $14.54万0.18%3,084 00.0% — 不变
MSFT MICROSOFT CORP $15.55万0.19%420 174.2% $6,293 加仓
BIV VANGUARD BD INDEX FDS $15.70万0.20%2,034 2,034— $15.70万 新建仓
PFE PFIZER INC $16.21万0.20%5,774 5,3761,350.8% $15.10万 加仓
GLD SPDR GOLD TR $16.91万0.21%393 10.3% $430 加仓
COP CONOCOPHILLIPS $17.16万0.21%1,300 1,299129,900.0% $17.15万 加仓
SBAR SIMPLIFY EXCHANGE TRADED FUN $17.31万0.22%7,055 -124,535-94.6% -$305.61万 减仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $17.93万0.22%8,811 -233,790-96.4% -$475.76万 减仓
FOXY SIMPLIFY EXCHANGE TRADED FUN $18.14万0.23%6,204 -113,966-94.8% -$333.24万 减仓
VOO VANGUARD INDEX FDS $18.89万0.23%316 178129.0% $10.64万 加仓
AVEM AMERICAN CENTY ETF TR $20.17万0.25%2,503 -46,689-94.9% -$376.24万 减仓
LLY ELI LILLY & CO $20.70万0.26%225 172324.5% $15.82万 加仓
COST COSTCO WHOLESALE CORPORATION $21.43万0.27%215 41.9% $3,986 加仓
T AT&T INC $21.93万0.27%7,564 5,184217.8% $15.03万 加仓
MTUM ISHARES TR $22.12万0.27%922 -57,178-98.4% -$1,371.48万 减仓
GEV GE VERNOVA INC $22.17万0.28%254 254— $22.17万 新建仓
XLG INVESCO EXCHANGE TRADED FD T $22.39万0.28%4,104 -253,991-98.4% -$1,385.42万 减仓
IEV ISHARES TR $23.62万0.29%3,476 -217,320-98.4% -$1,476.54万 减仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $24.43万0.30%10,393 -281,985-96.4% -$662.78万 减仓
EEM ISHARES TR $24.47万0.30%4,309 -274,775-98.5% -$1,560.63万 减仓
QQQ INVESCO QQQ TR $25.19万0.31%436 -23,941-98.2% -$1,382.93万 减仓
IEFA ISHARES TR $26.12万0.32%2,886 -90,534-96.9% -$819.51万 减仓
— FIDELITY COVINGTON TRUST $26.68万0.33%8,057 7,7142,249.0% $25.54万 加仓
— FIDELITY COVINGTON TRUST $27.39万0.34%8,760 8,4923,168.7% $26.56万 加仓
GE GE AEROSPACE $27.64万0.34%974 8981,181.6% $25.48万 加仓
CAT CATERPILLAR INC $28.55万0.35%403 403— $28.55万 新建仓
CTA SIMPLIFY EXCHANGE TRADED FUN $28.88万0.36%9,558 -229,067-96.0% -$692.22万 减仓
— FIDELITY COVINGTON TRUST $30.93万0.38%7,186 6,9092,494.2% $29.74万 加仓
IHAK ISHARES TR $32.25万0.40%7,389 7,1683,243.4% $31.29万 加仓