高股息价值精选策略:年化收益率（4.58%）
本策略精选股息率高且基本面稳健的股票，旨在通过长期持有获取稳定的分红收益和资本增值。策略定期调仓，动态追踪市场上的高股息优质标的。
概要
核心指标
- 累计收益率: 6.64%
- 年化收益率: 4.58%
- 基准收益率: 17.18%
- 阿尔法: -0.05
- 夏普比率: 0.19
- 最大回撤: 25.85%
源码
查看AI策略代码
绩效
持仓详情
|
当日收盘价 | 当日市值 | 浮动收益/浮动收益率
|
|||||
|---|---|---|---|---|---|---|---|
| 2025-07-03 | 周大生(002867.SZ) | 12.983894444444 | 9000 | 4 | 13.11 | 117990 | 1134.95/0.971% |
| 2025-07-03 | 冀中能源(000937.SZ) | 5.7317188118812 | 20200 | 11 | 5.78 | 116756 | 975.28/0.842% |
| 2025-07-03 | 好想你(002582.SZ) | 10.503561864407 | 11800 | 25 | 9.81 | 115758 | -8184.03/-6.603% |
| 2025-07-03 | 陕西煤业(601225.SH) | 19.285783333333 | 6000 | 4 | 19.38 | 116280 | 565.3/0.489% |
| 2025-07-03 | 东方雨虹(002271.SZ) | 11.659276363636 | 11000 | 60 | 11.07 | 121770 | -6482.04/-5.054% |
| 2025-07-03 | 山西焦煤(000983.SZ) | 6.4919472222222 | 18000 | 4 | 6.5 | 117000 | 144.95/0.124% |
| 2025-07-03 | 兖矿能源(600188.SH) | 13.866460142733 | 9607 | 144 | 12.29 | 118070.03 | -15145.05/-11.369% |
| 2025-07-03 | 美盈森(002303.SZ) | 2.6945565093755 | 33232 | 186 | 3.55 | 117973.6 | 28428.1/31.747% |
| 2025-07-03 | 荣安地产(000517.SZ) | 2.1140297197935 | 64700 | 200 | 1.84 | 119048 | -17729.72/-12.962% |
| 2025-07-02 | 周大生(002867.SZ) | 12.983894444444 | 9000 | 3 | 13.1 | 117900 | 1044.95/0.894% |
交易详情
| 2025-06-30 | 富安娜(002327.SZ) | 卖 | -15600 | 7.48 | -116688 | ¥151.69 | 277.09 |
| 2025-06-30 | 立霸股份(603519.SH) | 卖 | -9500 | 12.12 | -115140 | ¥149.68 | -604.71 |
| 2025-06-30 | 潞安环能(601699.SH) | 卖 | -11119 | 10.57 | -117527.83 | ¥152.79 | -28634.19 |
| 2025-06-30 | 美盈森(002303.SZ) | 卖 | -500 | 3.54 | -1770 | ¥6.77 | 422.72 |
| 2025-06-30 | 荣安地产(000517.SZ) | 卖 | -400 | 1.83 | -732 | ¥5.73 | -113.61 |
| 2025-06-30 | 好想你(002582.SZ) | 买 | 100 | 9.88 | 988 | ¥5 | 0 |
| 2025-06-30 | 陕西煤业(601225.SH) | 买 | 6000 | 19.28 | 115680 | ¥34.7 | 0 |
| 2025-06-30 | 山西焦煤(000983.SZ) | 买 | 18000 | 6.49 | 116820 | ¥35.05 | 0 |
| 2025-06-30 | 周大生(002867.SZ) | 买 | 9000 | 12.98 | 116820 | ¥35.05 | 0 |
| 2025-06-25 | 潞安环能(601699.SH) | 买 | 419 | 10.46 | -4.26 | ¥0 | 0 |
