追踪策略
Quiet Compounding
截至 2026年10月25日 · 较早的持仓快照
这些是追踪策略的持仓和客户策略回报，并不证明此人的个人持仓或盈利。
| 证券 | 配置比例 | 未实现盈亏 |
|---|---|---|
| XLEState Street Energy Select Sector SPDR ETF | 30.2% | 未披露 |
| IWBiShares Russell 1000 ETF | 22.1% | 未披露 |
| BOXXAlpha Architect 1-3 Month Box ETF | 15% | 未披露 |
仅部分投资组合公开 · 另有4项持仓未公开 (32.7%)
个股盈亏需要公开持仓成本及同币种的日期明确的估值。此为未实现价格盈亏，不含股息或已实现收益。缺失数据不作推算。
已公布的投资组合回报率
截至 2026年10月23日 · 开始于2026年4月29日
- 最近一月
- +2.53%
- 成立以来
- +6.22%
回报率计算方法
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Performance figures are shown net of advisory fees, calculated using the applicable subscription fee and an assumed $50,000 account size. Because subscription fees are flat rather than asset-based, accounts smaller than $50,000 would experience a higher effective fee percentage and lower net performance, while larger accounts would experience a lower effective fee percentage. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios.