rebel Financial LLC
CIK 2077940 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $230.6M
- 持仓
- 65
- 截至
- 2026年3月31日 数据截至 Q1 2026
按 13F 价值排名第 5985（共 9443） · 前 63.4%
投资组合价值同比（季度）：-1.5% 13F不披露现金
- 前十大持仓权重
- 45.42%
- 前二十五大持仓权重
- 75.75%
- 持仓高于 1%
- 37
- 有效持仓数量
- 31.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2026: 2.26% 估计买入 $5250961 · 卖出 $5930951
中位数持有期：4.0 季度 跟踪时间 Q2 2025–Q1 2026 · 91.5% 仍持有
- 新仓位
- 4
- 增加
- 27
- 减少
- 34
- 已结清
- 4
本页内容
行业细分
Logistics & Transportation
0.1%
Technology
0.1%
Utilities
0.0%
其他/未映射
99.7%
完整投资组合 65 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYV | $15801614 | 6.85% | 279279 | $155110 | 上涨 ×2 | ||
| AGG | $13916944 | 6.03% | 140193 | $-264599 | 下跌 ×1 | ||
| SCHV | $13639265 | 5.91% | 447195 | $-237360 | 下跌 ×1 | ||
| BIV | $11899215 | 5.16% | 154175 | $681410 | 上涨 ×2 | ||
| VUG | $10470211 | 4.54% | 23971 | $-1456538 | 下跌 ×1 | ||
| CGGR | $9750665 | 4.23% | 242614 | $-819780 | 上涨 ×2 | ||
| BNDX Vanguard Total International Bond ETF | $8352294 | 3.62% | 173825 | $-110543 | 下跌 ×1 | ||
| IDEV | $8251411 | 3.58% | 98737 | $20606 | 下跌 ×1 | ||
| BWX | $6457324 | 2.80% | 294183 | $159255 | 上涨 ×2 | ||
| EAGG | $6202629 | 2.69% | 130444 | $22947 | 上涨 ×2 | ||
| AVEM | $5921981 | 2.57% | 73492 | $-424985 | 下跌 ×1 | ||
| VWO | $5891153 | 2.55% | 108997 | $-235935 | 下跌 ×1 | ||
| GRNB | $5819140 | 2.52% | 242879 | $150809 | 上涨 ×2 | ||
| IWP | $5606530 | 2.43% | 43760 | $15123 | 上涨 ×2 | ||
| SPWO | $4903876 | 2.13% | 173896 | $135279 | 下跌 ×1 | ||
| EBND | $4864389 | 2.11% | 235679 | $-219645 | 下跌 ×1 | ||
| EMLC | $4775364 | 2.07% | 190178 | $32630 | 上涨 ×2 | ||
| SPDW | $4314874 | 1.87% | 94523 | $-179618 | 下跌 ×1 | ||
| HYLB | $4235719 | 1.84% | 117138 | $-128346 | 下跌 ×1 | ||
| NULV | $4063860 | 1.76% | 89316 | $178586 | 上涨 ×2 | ||
| DGS | $4040336 | 1.75% | 67228 | $2695 | 下跌 ×1 | ||
| EWX | $3981001 | 1.73% | 60209 | $65687 | 上涨 ×2 | ||
| SPSK | $3931691 | 1.70% | 219648 | $-39037 | 上涨 ×2 | ||
| AVUV | $3821870 | 1.66% | 34596 | $327047 | 上涨 ×2 | ||
| FLHY | $3770432 | 1.63% | 156190 | $181797 | 上涨 ×2 | ||
| HLAL Wahed FTSE USA Shariah ETF | $3548817 | 1.54% | 59825 | $-182839 | 下跌 ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $3542034 | 1.54% | 45174 | $-108370 | 下跌 ×1 | ||
| JGRO | $3460876 | 1.50% | 40947 | $120251 | 上涨 ×2 | ||
| VOT | $3355473 | 1.46% | 13039 | $-345817 | 下跌 ×1 | ||
| VBR | $3354177 | 1.45% | 15439 | $-26410 | 下跌 ×1 | ||
| SPUS | $3238702 | 1.40% | 67249 | $-185163 | 上涨 ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $3149887 | 1.37% | 69274 | $-268371 | 下跌 ×1 | ||
| VOE | $2953496 | 1.28% | 16027 | $7109 | 下跌 ×1 | ||
| VBK | $2850387 | 1.24% | 9431 | $-95781 | 下跌 ×1 | ||
| DFCF | $2609188 | 1.13% | 61800 | $67343 | 上涨 ×2 | ||
| ESML | $2516289 | 1.09% | 53515 | $-33288 | 下跌 ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $2398228 | 1.04% | 25081 | $-105697 | 下跌 ×1 | ||
| NUHY | $2258908 | 0.98% | 106653 | $120038 | 上涨 ×2 | ||
| VTV | $2062021 | 0.89% | 10510 | $17049 | 下跌 ×1 | ||
| NUBD | $1476568 | 0.64% | 66482 | $632060 | 上涨 ×1 | ||
| SPYG | $1328647 | 0.58% | 13570 | $-131882 | 下跌 ×1 | ||
| DFAC | $1187628 | 0.51% | 30562 | $-63275 | 下跌 ×1 | ||
| NUMV | $1154157 | 0.50% | 29769 | $43694 | 上涨 ×2 | ||
| NUMG | $1069219 | 0.46% | 26028 | $35962 | 上涨 ×2 | ||
| DFAT | $975365 | 0.42% | 15618 | $37254 | 下跌 ×1 | ||
| DFAE | $814422 | 0.35% | 24053 | $-23396 | 下跌 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $699233 | 0.30% | 8450 | $61687 | 上涨 ×2 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $697662 | 0.30% | 14860 | $58438 | 上涨 ×2 | ||
| DFIC | $656799 | 0.28% | 18486 | $-10744 | 下跌 ×1 | ||
| DFIS | $505645 | 0.22% | 15018 | $-46607 | 下跌 ×1 | ||
| ISCV | $453498 | 0.20% | 6524 | $-12109 | 下跌 ×1 | ||
| SCHR | $429312 | 0.19% | 17235 | $41240 | 上涨 ×1 | ||
| ISCG | $380901 | 0.17% | 6951 | $-13903 | 下跌 ×1 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $371570 | 0.16% | 4382 | $-6763 | 下跌 ×1 | ||
| IMCG | $361391 | 0.16% | 4588 | $-6508 | 下跌 ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $343052 | 0.15% | 3487 | $11657 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $315716 | 0.14% | 1244 | $-20533 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $258272 | 0.11% | 3507 | $23396 | 上涨 ×2 | ||
| ETHV | $257865 | 0.11% | 8413 | 上涨 ×1 | |||
| ARKB | $249266 | 0.11% | 11083 | 上涨 ×1 | |||
| DFAX | $237229 | 0.10% | 6983 | $-13725 | 下跌 ×1 | ||
| DFSD | $237028 | 0.10% | 4950 | $3559 | 上涨 ×2 | ||
| SOLZ Solana ETF | $120844 | 0.05% | 14456 | 上涨 ×1 | |||
| WIT Wipro Limited Common Stock | $24770 | 0.01% | 11684 | 上涨 ×1 | |||
| CIG Comp En De Mn Cemig ADS American Depositary Shares | $24746 | 0.01% | 10354 | $-3135 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VUG | 削减 | -476 | -$1.5M |
| CGGR | 增持 | +5K | -$820K |
| BIV | 增持 | +10K | +$681K |
| NUBD | 增持 | +29K | +$632K |
| AVEM | 削减 | -9K | -$425K |
| VOT | 削减 | -221 | -$346K |
| AVUV | 增持 | +326 | +$327K |
| ESGE | 削减 | -8K | -$268K |
| AGG | 削减 | -2K | -$265K |
| SCHV | 削减 | -21K | -$237K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。