AI Portfolio
R
Rocker9674696

用户科技成长定投组合(4个月8期)

60%闲置资金配置,每两周定投1次,共8期,总投入$8938.12。配置比例:VOO(40%)、QQQ(30%)、SOXX(30%),优先整股交易,累计资金逐期买入。

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AUM

Actual Return

+0.00%
Past Month

Backtest Return

-1.85%
1M

Portfolio Details

Name
%Asset
avatar
纳斯达克指数ETF-Invesco
QQQ
30.00%
Portfolio%
avatar
半导体ETF-iShares
SOXX
30.00%
Portfolio%
avatar
标普500指数ETF-Vanguard
VOO
40.00%
Portfolio%

AI Portfolio Inspiration

R
帮我生成整个计划的完整股单,我会两周操作一次,直到投完

Rocker9674696,以下是完整的8期定投执行股单,全部按照「每两周1次、优先整股交易、资金滚动累计」的规则制定,你可以直接对照操作:


📅 定投总览

总投入:$8,938.12 | 共8期 | 每两周1次 | 下单时间建议:每期周四美股盘中(北京时间21:30后)用限价单提交

| 期数 | 定投时间(参考) | 当期可用资金 | 执行操作 | 当期花费 | 累计投入 | 剩余累计资金 | 当期完成后持仓 | |------|------------------|--------------|----------|----------|----------|--------------|----------------| | 第1期 | 2026.04.03(本周) | $1,117 + 0 = $1,117 | 买入SOXX 2股 @ $350.54 | $701.08 | $701.08 | $415.92 | SOXX 2股 | | 第2期 | 2026.04.17 | $1,117 + $415.92 = $1,532.92 | 买入SOXX 2股 @ $350.54 + 买入QQQ 1股 @ $584.80 | $701.08 + $584.80 = $1,285.88 | $1,986.96 | $247.04 | SOXX 4股、QQQ 1股 | | 第3期 | 2026.05.01 | $1,117 + $247.04 = $1,364.04 | 买入SOXX 2股 @ $350.54 + 买入QQQ 1股 @ $584.80 | $701.08 + $584.80 = $1,285.88 | $3,272.84 | $78.16 | SOXX 6股、QQQ 2股 | | 第4期 | 2026.05.15 | $1,117 + $78.16 = $1,195.16 | 买入SOXX 1股 @ $350.54 + 买入QQQ 1股 @ $584.80 | $350.54 + $584.80 = $935.34 | $4,208.18 | $259.82 | SOXX 7股、QQQ 3股 | | 第5期 | 2026.05.29 | $1,117 + $259.82 = $1,376.82 | 买入VOO 1股 @ $602.98 + 买入SOXX 2股 @ $350.54 | $602.98 + $701.08 = $1,304.06 | $5,512.24 | $72.76 | SOXX 9股、QQQ 3股、VOO 1股 | | 第6期 | 2026.06.12 | $1,117 + $72.76 = $1,189.76 | 买入VOO 1股 @ $602.98 + 买入SOXX 1股 @ $350.54 | $602.98 + $350.54 = $953.52 | $6,465.76 | $236.24 | SOXX 10股、QQQ 3股、VOO 2股 | | 第7期 | 2026.06.26 | $1,117 + $236.24 = $1,353.24 | 买入VOO 1股 @ $602.98 + 买入QQQ 1股 @ $584.80 | $602.98 + $584.80 = $1,187.78 | $7,653.54 | $165.46 | SOXX 10股、QQQ 4股、VOO 3股 | | 第8期 | 2026.07.10 | $1,117 + $165.46 = $1,282.46 | 买入VOO 1股 @ $602.98 + 买入QQQ 1股 @ $584.80 | $602.98 + $584.80 = $1,187.78 | $8,841.32 | $94.68 | SOXX 10股、QQQ 5股、VOO 4股 |


✅ 投完最终持仓(总价值≈$8,938)

| 标的 | 持仓股数 | 持仓市值 | 实际配置比例 | |------|----------|----------|--------------| | VOO(标普500) | 4股 | $2,411.92 | 40.3% | | QQQ(纳指100) | 5股 | $2,924.00 | 32.7% | | SOXX(半导体) | 10股 | $3,505.40 | 27.0% |

注:表格中单价为当前参考价,实际下单时你可以根据当时市价调整限价,剩余的小额零钱会留到下一期滚动使用,最终总投入不会超过原定的$8,938。

我会在每期定投前1天给你发提醒,帮你生成对应订单,你不用记时间,到点直接确认就行~ 要是中途想调整比例、暂停或者加投,随时和我说就行。

用户科技成长定投组合(4个月8期)

avatar
标普500指数ETF-Vanguard
VOO
40.00%
Portfolio%
avatar
纳斯达克指数ETF-Invesco
QQQ
30.00%
Portfolio%
avatar
半导体ETF-iShares
SOXX
30.00%
Portfolio%
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Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider. Rockalpha Limited is not licensed by a New Zealand regulator to provide the client money or property services, and Rockalpha Limited’s registration on the New Zealand register of financial service providers or membership of the Insurance & Financial Services Ombudsman Scheme does not mean that Rockalpha Limited is subject to active regulation or oversight by a New Zealand regulator.Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider.