RoundAngle Advisors LLC
投资组合价值同比（季度）：-2.6% 13F不披露现金
前十大持仓权重38.58%
前二十五大持仓权重69.21%
持仓高于 1%40
有效持仓数量39.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2026: 1.66% 估计买入 $2251077 · 卖出 $3307824
中位数持有期：5.0 季度 跟踪时间 Q1 2025–Q1 2026 · 95.2% 仍持有
新仓位2
增加32
减少24
已结清1
投资组合价值
$133.8M
持仓
60
截至
2026年3月31日 数据截至 Q1 2026
行业细分
完整投资组合 60 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| GLD | $6664332 | 4.98% | 15488 | $233410 | 下跌 ×1 | ||
| IJH | $5878216 | 4.39% | 87046 | $85264 | 下跌 ×1 | ||
| VTV | $5854608 | 4.38% | 29840 | $167499 | 上涨 ×2 | ||
| SLV | $5854316 | 4.38% | 85916 | $-31933 | 下跌 ×1 | ||
| AAPL | $5194066 | 3.88% | 20466 | $-437786 | 下跌 ×3 | ||
| NOBL | $5118481 | 3.83% | 48283 | $135713 | 上涨 ×2 | ||
| AVGO | $4724998 | 3.53% | 15266 | $-817122 | 下跌 ×5 | ||
| VGIT | $4353305 | 3.25% | 73103 | $95557 | 上涨 ×2 | ||
| MTUM | $4087030 | 3.05% | 17030 | $-130694 | 上涨 ×5 | ||
| VOE | $3899733 | 2.91% | 21162 | $202633 | 上涨 ×2 | ||
| NVDA | $3452248 | 2.58% | 19795 | $-409421 | 下跌 ×1 | ||
| WMT | $3193375 | 2.39% | 25695 | $234103 | 下跌 ×1 | ||
| AMZN | $3168620 | 2.37% | 15214 | $-331304 | 上涨 ×2 | ||
| VGSH | $3105020 | 2.32% | 53041 | $79779 | 上涨 ×2 | ||
| GOOGL | $3032608 | 2.27% | 10546 | $-364381 | 下跌 ×1 | ||
| IJR | $2837500 | 2.12% | 22826 | $149674 | 上涨 ×2 | ||
| VUG | $2759639 | 2.06% | 6318 | $-268020 | 上涨 ×2 | ||
| WMB | $2621099 | 1.96% | 36014 | $390237 | 下跌 ×1 | ||
| JPM | $2536542 | 1.90% | 8623 | $-258072 | 下跌 ×1 | ||
| MSFT | $2478903 | 1.85% | 6697 | $-671717 | 上涨 ×2 | ||
| XOM | $2452096 | 1.83% | 14453 | $714386 | 上涨 ×5 | ||
| GS | $2401766 | 1.79% | 2839 | $-159640 | 下跌 ×1 | ||
| VCIT | $2358127 | 1.76% | 28497 | $111198 | 上涨 ×2 | ||
| VBR | $2315125 | 1.73% | 10657 | $67292 | 上涨 ×3 | ||
| ABBV | $2271605 | 1.70% | 10445 | $-106208 | 上涨 ×2 | ||
| IBM | $2249137 | 1.68% | 9279 | $-488732 | 上涨 ×2 | ||
| BRK-A | $2154420 | 1.61% | 3 | $-109980 | |||
| MO | $2087990 | 1.56% | 31641 | $329591 | 上涨 ×5 | ||
| LLY | $2057525 | 1.54% | 2237 | $-282053 | 上涨 ×2 | ||
| EWJ | $2047248 | 1.53% | 24245 | $-154774 | 下跌 ×1 | ||
| DLR | $1779754 | 1.33% | 9876 | $141994 | 下跌 ×2 | ||
| IVV | $1768893 | 1.32% | 2708 | $-56472 | 上涨 ×2 | ||
| XAR | $1696332 | 1.27% | 6679 | $176761 | 上涨 ×5 | ||
| V | $1688313 | 1.26% | 5586 | $-228668 | 上涨 ×5 | ||
| META | $1668903 | 1.25% | 2917 | $-106739 | 上涨 ×2 | ||
| VZ | $1645255 | 1.23% | 32774 | $387838 | 上涨 ×1 | ||
| CB | $1544908 | 1.15% | 4740 | $86683 | 上涨 ×2 | ||
| IEFA | $1544442 | 1.15% | 17060 | $27648 | 上涨 ×2 | ||
| SOXX | $1524325 | 1.14% | 4638 | $180293 | 上涨 ×2 | ||
| OCUL | $1410119 | 1.05% | 166484 | $-639769 | 下跌 ×5 | ||
| XLP | $1285692 | 0.96% | 15683 | $85536 | 上涨 ×5 | ||
| IBIT | $1264402 | 0.94% | 32910 | $-253845 | 上涨 ×3 | ||
| DHI | $1255700 | 0.94% | 9151 | $-227089 | 下跌 ×1 | ||
| JEPI | $1142839 | 0.85% | 20163 | $-127374 | 下跌 ×3 | ||
| PLTR | $1109095 | 0.83% | 7582 | $-474658 | 下跌 ×4 | ||
| VCSH | $1097493 | 0.82% | 13845 | $-6768 | 下跌 ×1 | ||
| XLF | $973379 | 0.73% | 19716 | $-121857 | 下跌 ×2 | ||
| EPI | $937013 | 0.70% | 22966 | $-814971 | 下跌 ×2 | ||
| CIBR | $823051 | 0.62% | 13131 | $-24989 | 上涨 ×5 | ||
| XOP | $658952 | 0.49% | 3624 | $219693 | 上涨 ×1 | ||
| ETHA | $596094 | 0.45% | 37656 | $99651 | 上涨 ×1 | ||
| BSV | $527229 | 0.39% | 6724 | $8108 | 上涨 ×2 | ||
| IWM | $512616 | 0.38% | 2067 | $-39275 | 下跌 ×5 | ||
| BIV | $449574 | 0.34% | 5825 | $1920 | 上涨 ×2 | ||
| PH | $395696 | 0.30% | 442 | $-22689 | 下跌 ×1 | ||
| GOOG | $390416 | 0.29% | 1361 | $-36666 | |||
| VB | $239919 | 0.18% | 916 | $-1006 | 下跌 ×2 | ||
| JEPQ | $234183 | 0.18% | 4218 | 上涨 ×1 | |||
| SHY | $219058 | 0.16% | 2653 | $-5633 | 下跌 ×1 | ||
| SPYM | $214312 | 0.16% | 2800 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
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
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。