Professional Financial Management, Inc.
APPLETON WI · SEC CIK 0002130270
$9,605.77万2026Q1 申报市值
23持仓数
74.1%前十大占比 · 第一大 14.1%
5 / 3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
VGLT 加仓+$383.02万
RIVERNORTH FLEXI 新建仓+$232.68万
MHD 新建仓+$160.54万
MYI 新建仓+$156.31万
CAMBRIA ETF TR 加仓+$128.40万
2026Q1 卖出最多 按季末市值估算
EMXC 减仓-$231.10万
RIVERNORTH OPPOR 清仓-$179.66万
BLACKROCK MUNIVE 清仓-$166.64万
BLACKROCK MUNI I 清仓-$164.04万
EYLD 减仓-$90.51万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VGLT | VANGUARD SCOTTSDALE FDS | $1,349.61万 | 14.05% | 243,810 | 69,193 | 39.6% | $383.02万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $1,025.09万 | 10.67% | 85,396 | -792 | -0.9% | -$9.51万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $870.73万 | 9.06% | 210,270 | -21,856 | -9.4% | -$90.51万 | 减仓 |
| — | CAMBRIA ETF TR | $865.04万 | 9.01% | 738,723 | 109,652 | 17.4% | $128.40万 | 加仓 |
| EDV | VANGUARD WORLD FD | $737.13万 | 7.67% | 113,492 | 8,209 | 7.8% | $53.32万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $638.26万 | 6.64% | 129,045 | 7,795 | 6.4% | $38.55万 | 加仓 |
| TLH | ISHARES TR | $499.50万 | 5.20% | 49,593 | 3,003 | 6.4% | $30.25万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $417.97万 | 4.35% | 198,092 | 14,197 | 7.7% | $29.96万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $396.40万 | 4.13% | 147,307 | 37,257 | 33.9% | $100.26万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $320.88万 | 3.34% | 102,093 | 6,059 | 6.3% | $19.04万 | 加仓 |
| — | KRANESHARES TRUST | $315.53万 | 3.28% | 168,644 | 12,124 | 7.7% | $22.68万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $293.46万 | 3.06% | 58,987 | 18,156 | 44.5% | $90.33万 | 加仓 |
| SGOV | ISHARES TR | $273.60万 | 2.85% | 27,180 | -1,039 | -3.7% | -$10.46万 | 减仓 |
| NBH | NEUBERGER MUN FD INC | $252.93万 | 2.63% | 249,195 | 19,046 | 8.3% | $19.33万 | 加仓 |
| EMXC | ISHARES INC | $239.10万 | 2.49% | 30,397 | -29,380 | -49.1% | -$231.10万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $232.68万 | 2.42% | 183,933 | 183,933 | — | $232.68万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $176.95万 | 1.84% | 206,231 | 6,779 | 3.4% | $5.82万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $160.54万 | 1.67% | 142,325 | 142,325 | — | $160.54万 | 新建仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $156.31万 | 1.63% | 148,721 | 148,721 | — | $156.31万 | 新建仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN C | $138.06万 | 1.44% | 219,485 | -137,245 | -38.5% | -$86.33万 | 减仓 |
| — | PIMCO NEW YORK MUN FD II | $129.36万 | 1.35% | 188,852 | 6,116 | 3.3% | $4.19万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUN INCO | $91.18万 | 0.95% | 64,986 | 64,986 | — | $91.18万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $25.46万 | 0.27% | 10,220 | 10,220 | — | $25.46万 | 新建仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $0 | 0.00% | 0 | -125,547 | -100.0% | -$179.66万 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC | $0 | 0.00% | 0 | -154,158 | -100.0% | -$166.64万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -157,123 | -100.0% | -$164.04万 | 清仓 |