股息率分红小盘策略:年化收益率（48.05%）
本策略基于价值投资理念，筛选出流通市值较大、股息率较高、股本规模适中的优质股票，并结合市值升序排列和定期调仓，构建稳健的投资组合，旨在长期获取超越市场的收益。
概要
核心指标
- 累计收益率: 394.15%
- 年化收益率: 48.05%
- 基准收益率: -30.32%
- 阿尔法: 0.67
- 夏普比率: 1.22
- 最大回撤: 36.75%
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
|
|||||
|---|---|---|---|---|---|---|---|
| 2025-04-29 | 冠龙节能(301151.SZ) | 13.942363658009 | 67400 | 11 | 15.73 | 1060202 | 120486.69/13.931% |
| 2025-04-29 | 瑞纳智能(301129.SZ) | 23.016402119925 | 44500 | 41 | 19.92 | 886440 | -137789.89/-12.839% |
| 2025-04-29 | 嘉戎技术(301148.SZ) | 18.688056288532 | 50000 | 56 | 19.33 | 966500 | 32097.19/3.528% |
| 2025-04-29 | 梦天家居(603216.SH) | 10.499588031747 | 80800 | 119 | 12.18 | 984144 | 135777.29/16.3% |
| 2025-04-29 | 戎美股份(301088.SZ) | 13.460363497479 | 73800 | 71 | 12.83 | 946854 | -46520.83/-4.739% |
| 2025-04-28 | 冠龙节能(301151.SZ) | 13.942363658009 | 67400 | 10 | 14.62 | 985388 | 45672.69/4.768% |
| 2025-04-28 | 瑞纳智能(301129.SZ) | 23.016402119925 | 44500 | 40 | 21.02 | 935390 | -88839.89/-8.327% |
| 2025-04-28 | 嘉戎技术(301148.SZ) | 18.688056288532 | 50000 | 55 | 18.84 | 942000 | 7597.19/0.81% |
| 2025-04-28 | 梦天家居(603216.SH) | 10.499588031747 | 80800 | 118 | 11.99 | 968792 | 120425.29/14.155% |
| 2025-04-28 | 戎美股份(301088.SZ) | 13.460363497479 | 73800 | 70 | 12.67 | 935046 | -58328.83/-5.794% |
交易详情
| 2025-04-28 | 梦天家居(603216.SH) | 买 | 400 | 12.02 | 4808 | ¥5 | 0 |
| 2025-04-28 | 瑞纳智能(301129.SZ) | 卖 | -4700 | 21.98 | -103306 | ¥134.3 | -4871.09 |
| 2025-04-28 | 冠龙节能(301151.SZ) | 买 | 400 | 14.89 | 5956 | ¥5 | 0 |
| 2025-04-23 | 梦天家居(603216.SH) | 卖 | -1000 | 11.95 | -11950 | ¥16.95 | 1458.04 |
| 2025-04-23 | 瑞纳智能(301129.SZ) | 卖 | -300 | 19.59 | -5877 | ¥10.88 | -1027.92 |
| 2025-04-23 | 戎美股份(301088.SZ) | 买 | 2000 | 12.96 | 25920 | ¥7.78 | 0 |
| 2025-04-23 | 冠龙节能(301151.SZ) | 卖 | -300 | 14.39 | -4317 | ¥9.32 | 136.01 |
| 2025-04-18 | 梦天家居(603216.SH) | 卖 | -1600 | 11.52 | -18432 | ¥23.96 | 1644.86 |
| 2025-04-18 | 瑞纳智能(301129.SZ) | 买 | 1700 | 18.93 | 32181 | ¥9.65 | 0 |
| 2025-04-18 | 嘉戎技术(301148.SZ) | 卖 | -200 | 18.76 | -3752 | ¥8.75 | 14.39 |
