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智慧政务主力仓策略简介:国务院办公厅2022年10月印发《全国一体化政务大数据体系建设指南》,提出到2023年底前,全国一体化政务大数据体系初步形成,基本具备数据目录管理、数据归集、数据治理、大数据分析、安全防护等能力,数据共享和开放能力显著增强,政务数据管理服务水平明显提升;到2025年,政务数据资源全部纳入目录管理。作为以政府部门为金主的智慧政务概念股将成为黑马辈出肥沃土壤,主力纷纷介入分蛋糕。本策略根据主力资金流向量化数据、个股基本面量化数据,抓取龙头进行轮动,轮动周期4-5天 。

最新计划:2025年07月09日继续持仓 
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策略订阅价:10策略币/季 (订阅期间净值增长为负不扣币)
策略换股或调仓周期:3-5个交易日
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最后持仓:
历史交易记录
交易批号买入日期卖出日期买入市值卖出/持仓市值盈利金额(比例%)交易费用
(买入)
(卖出)
交易股票(只)策略累计盈利%止损股数
12025-07-072025-07-08持仓中3152245.753201897.75(持仓中)49021.89(1.56%)630.08
0.00
2220.19%0
22025-06-302025-07-043127215.253152876.0025035.54(0.80%)625.16
3786.30
2215.29%0
32025-06-232025-06-273016630.503127840.50110606.95(3.67%)603.01
3756.03
2212.78%0
42025-06-162025-06-203021627.503017233.50-4998.31(-0.17%)604.16
3624.05
2201.72%0
52025-06-092025-06-132993543.253022231.7528090.24(0.94%)598.28
3628.49
2202.22%0
62025-05-302025-06-062970385.002994141.5023162.84(0.78%)593.61
3594.48
2199.41%0
72025-05-232025-05-293038723.752970978.75-68352.58(-2.25%)607.52
3568.09
2197.10%0
82025-05-162025-05-222993678.003039331.2545054.59(1.51%)598.46
3649.95
2203.93%0
92025-05-092025-05-153054593.002994276.50-60926.86(-2.00%)610.14
3592.76
2199.43%0
102025-04-292025-05-082904712.003055203.25149910.59(5.16%)580.79
3669.71
2205.52%0
112025-04-222025-04-282920077.002905292.75-15368.16(-0.53%)583.81
3489.32
2190.53%0
122025-04-152025-04-212951377.002920660.75-31306.57(-1.06%)590.18
3508.42
2192.07%0
132025-04-082025-04-142745400.252951967.2554356.18(1.88%)579.09
3544.72
3195.20%0
142025-03-312025-04-072990125.252732109.00-258613.30(-8.66%)597.01
1682.40
1173.21%0
152025-03-242025-03-283089491.752990722.25-99386.76(-3.22%)617.29
3589.53
2199.07%0
162025-03-172025-03-213092276.003090109.00-2784.42(-0.09%)617.51
3706.89
2209.01%0
172025-03-102025-03-142931637.503092893.50160669.95(5.48%)586.15
3714.88
2209.29%0
182025-03-032025-03-072644693.752932223.50287001.75(10.87%)528.13
3518.06
2193.22%0
192025-02-242025-02-282711375.252645221.75-66695.58(-2.46%)541.89
3175.75
2164.52%0
202025-02-172025-02-212745466.502711917.25-34098.21(-1.24%)548.93
3257.23
2171.19%0
212025-02-102025-02-142288009.252746015.50457548.66(20.01%)457.41
3298.02
2174.60%0
222025-01-242025-02-071934621.382288466.75353459.02(18.29%)386.44
2746.54
2128.85%0
232025-01-172025-01-231879163.501935007.7555468.53(2.95%)375.67
2323.83
293.50%0
242025-01-102025-01-161825694.751879539.2553479.91(2.93%)364.69
2255.46
287.95%0
252025-01-032025-01-091937689.631826059.38-112017.66(-5.78%)387.43
2193.24
282.61%0
262024-12-262025-01-022022174.251938077.00-84501.20(-4.18%)403.90
2325.30
293.81%0
272024-12-192024-12-252020439.132022578.251735.21(0.09%)403.89
2428.85
2102.26%0
282024-12-122024-12-182094635.752020843.00-74211.40(-3.54%)418.72
2426.65
2102.08%0
292024-12-052024-12-112043482.382095054.3851163.30(2.50%)408.55
2516.20
2109.51%0
302024-11-282024-12-042024094.002043891.0019392.32(0.96%)404.71
2454.94
2104.39%0
312024-11-212024-11-272086610.002024498.75-62528.41(-3.00%)417.15
2431.26
2102.45%0
322024-11-142024-11-202150064.752087027.13-63467.37(-2.95%)429.85
2506.44
2108.70%0
332024-11-072024-11-131999795.502150494.50150299.40(7.52%)399.53
2581.09
2115.05%0
342024-10-312024-11-061976492.252000195.0023307.58(1.18%)395.15
2402.25
2100.02%0
352024-10-242024-10-301967767.001976887.388726.88(0.44%)393.46
2374.55
297.69%0
362024-10-172024-10-231911565.631968160.5056212.59(2.94%)382.23
2364.15
296.82%0
372024-10-102024-10-161956455.251911947.88-44898.58(-2.30%)391.17
2296.38
291.19%0
382024-09-262024-10-091731747.381956846.50224752.79(12.98%)346.32
2350.87
295.68%0
392024-09-192024-09-251627038.881732093.75104729.55(6.44%)325.27
2080.16
273.21%0
402024-09-102024-09-181589364.131627364.1337682.26(2.37%)317.68
1954.04
262.74%0
412024-09-032024-09-091587745.501589681.881618.82(0.10%)317.50
1909.64
258.97%0
422024-08-272024-09-021567905.751588063.0019843.87(1.27%)313.37
1906.72
258.81%0
432024-08-202024-08-261650980.131568219.13-83091.17(-5.04%)330.04
1883.18
256.82%0
442024-08-132024-08-191619425.881651310.2531560.82(1.95%)323.45
1981.32
265.13%0
452024-08-062024-08-121641441.001619749.38-22019.80(-1.34%)328.22
1945.60
261.97%0
462024-07-302024-08-051630238.251641769.2511205.21(0.69%)325.79
1970.97
264.18%0
472024-07-232024-07-291664216.251630564.00-33984.91(-2.04%)332.65
1957.89
263.06%0
482024-07-162024-07-221666886.131664548.88-2670.52(-0.16%)333.28
1999.25
266.45%0
492024-07-092024-07-151566371.501667219.38100534.87(6.42%)313.10
2002.02
266.72%0
502024-07-022024-07-081596771.381566684.50-30406.18(-1.90%)319.28
1881.81
256.67%0
512024-06-252024-07-011594333.381597090.632438.67(0.15%)318.67
1917.66
259.71%0
522024-06-182024-06-241597790.381594652.00-3457.58(-0.22%)319.15
1913.43
259.47%0
532024-06-112024-06-171588584.251598109.639207.69(0.58%)317.66
1919.70
259.81%0
542024-06-032024-06-071702444.381588902.00-113882.64(-6.69%)340.24
1907.50
258.89%0
552024-05-272024-05-311714838.631702784.63-12396.86(-0.72%)342.90
2045.41
270.28%0
562024-05-202024-05-241780771.751715181.50-65946.40(-3.70%)356.09
2060.29
271.52%0
572024-05-132024-05-171792529.381781127.88-11759.85(-0.66%)358.42
2139.43
278.11%0
582024-05-062024-05-101841777.131792887.75-49257.37(-2.68%)368.07
2152.32
279.29%0
592024-04-242024-04-301757903.251842145.1383890.44(4.77%)351.41
2212.18
284.21%0
602024-04-172024-04-231810969.501758254.63-53076.66(-2.94%)361.63
2109.06
275.83%0
612024-04-102024-04-161862552.251811331.25-51593.28(-2.77%)372.31
2175.00
281.13%0
622024-04-012024-04-091925580.251862924.50-63040.70(-3.27%)385.01
2237.56
286.29%0
632024-03-252024-03-292097807.001925965.25-172260.60(-8.23%)418.72
2308.88
292.60%0
642024-03-182024-03-222038019.252098225.7559798.92(2.93%)407.53
2520.48
2109.82%0
652024-03-112024-03-152005222.382038426.7532803.69(1.64%)400.64
2446.63
2103.84%0
662024-03-042024-03-082056573.752005623.00-51361.97(-2.50%)411.18
2408.82
2100.56%0
672024-02-262024-03-012077959.632056985.00-21389.94(-1.03%)415.44
2470.44
2105.70%0
682024-02-192024-02-232051059.252078375.0026905.72(1.31%)410.08
2496.23
2107.84%0
692024-02-022024-02-081943950.132051469.25107130.94(5.52%)388.29
2461.74
2105.15%0
702024-01-262024-02-012127861.501944338.38-183948.43(-8.65%)425.41
2335.03
294.43%0
712024-01-192024-01-252154381.502128286.75-26525.61(-1.23%)430.69
2555.91
2112.83%0
722024-01-122024-01-182255620.002154812.25-101258.80(-4.49%)450.96
2587.93
2115.48%0
732024-01-052024-01-112467609.752256071.00-212030.94(-8.61%)492.38
2703.66
2125.61%0
742023-12-282024-01-042442200.252468102.0025413.49(1.04%)488.28
2964.34
2146.81%0
752023-12-212023-12-272511514.502442688.50-69327.70(-2.76%)501.68
2931.00
2144.27%0
762023-12-142023-12-202597130.252512016.25-85632.64(-3.30%)518.92
3014.98
2151.20%0
772023-12-072023-12-132475830.502597649.00121324.92(4.92%)493.59
3111.48
2159.76%0
782023-11-302023-12-062423530.752476324.0052308.51(2.16%)484.66
2974.86
2147.63%0
792023-11-232023-11-292451918.002424015.50-28392.66(-1.16%)490.09
2910.53
2142.40%0
802023-11-162023-11-222499063.502452408.25-47154.29(-1.89%)499.04
2941.81
2145.24%0
812023-11-092023-11-152426728.752499562.5072349.14(2.98%)484.85
3000.07
2149.96%0
822023-11-022023-11-082362789.252427213.5063952.01(2.71%)472.20
2914.02
2142.72%0
832023-10-262023-11-012297811.502363261.5064992.34(2.84%)457.82
2828.83
2136.33%0
842023-10-192023-10-252384624.252298269.25-86831.53(-3.64%)476.58
2759.16
2129.83%0
852023-10-122023-10-182430975.252385100.75-46360.71(-1.91%)486.04
2864.66
2138.51%0
862023-09-272023-10-112389082.502431461.5041901.52(1.75%)477.57
2919.80
2143.15%0
872023-09-202023-09-262284051.002389560.00105052.39(4.60%)456.51
2869.10
2138.96%0
882023-09-132023-09-192342181.252284507.50-58142.37(-2.48%)468.32
2744.01
2128.45%0
892023-09-062023-09-122285287.002342649.7556907.52(2.50%)455.30
2804.03
2134.26%0
902023-08-302023-09-052234742.002285742.2550553.46(2.26%)446.78
2745.19
2128.57%0
912023-08-232023-08-292295845.002235188.75-61115.34(-2.66%)458.99
2684.37
2123.52%0
922023-08-162023-08-222400548.002296304.00-104724.02(-4.36%)479.98
2758.09
2129.63%0
932023-08-092023-08-152461144.502401028.00-60608.69(-2.46%)492.06
2883.65
2140.10%0
942023-08-022023-08-082432543.252461636.7528607.45(1.18%)486.04
2954.69
2146.16%0
952023-07-262023-08-012447424.252433029.25-14884.06(-0.61%)488.84
2919.29
2143.30%0
962023-07-192023-07-252462664.752447913.25-15243.95(-0.62%)492.44
2940.47
2144.79%0
972023-07-122023-07-182445549.752463157.0017118.40(0.70%)488.99
2958.63
2146.32%0
982023-07-052023-07-112491753.502446038.50-46213.28(-1.86%)498.24
2938.12
2144.60%0
992023-06-282023-07-042515435.752492251.75-23686.46(-0.94%)502.53
2990.97
2149.23%0
1002023-06-192023-06-272746819.502515938.25-231430.57(-8.43%)549.27
3022.17
2151.59%0
1012023-06-122023-06-162934758.002747368.75-187975.69(-6.41%)586.50
3298.11
2174.74%0
1022023-06-052023-06-092945715.252935344.50-10959.63(-0.37%)588.87
3524.98
2193.53%0
1032023-05-292023-06-022864197.002946304.2581534.72(2.85%)572.62
3538.50
2194.63%0
1042023-05-222023-05-262901699.252864769.50-37510.08(-1.29%)580.04
3440.03
2186.48%0
1052023-05-152023-05-192880990.502902279.5020713.00(0.72%)575.97
3485.54
2190.23%0
1062023-05-082023-05-122881723.002881566.50-732.88(-0.03%)576.28
3461.66
2188.16%0
1072023-04-262023-05-052923432.752882299.25-41718.05(-1.43%)584.47
3461.59
2188.23%0
1082023-04-192023-04-252859218.252924017.2564227.91(2.25%)571.30
3509.75
2192.40%0
1092023-04-122023-04-182694664.502859789.50164586.69(6.11%)538.44
3432.92
2185.98%0
1102023-04-042023-04-112665255.502695202.7529414.51(1.10%)532.69
3235.98
2169.52%0
1112023-03-282023-04-032676754.752665788.25-11501.73(-0.43%)535.30
3202.51
2166.58%0
1122023-03-212023-03-272514511.752677290.00162275.83(6.46%)502.43
3213.78
2167.73%0
1132023-03-142023-03-202363998.502515014.25150544.50(6.39%)471.39
3013.19
2151.50%0
1142023-03-072023-03-132315441.502364469.7548565.74(2.10%)462.58
2837.70
2136.45%0
1152023-02-282023-03-062321085.002315904.00-5644.94(-0.24%)464.17
2782.12
2131.59%0
1162023-02-212023-02-272338868.752321549.00-17787.29(-0.76%)467.53
2787.75
2132.15%0
1172023-02-142023-02-202218616.502339336.25120276.06(5.42%)443.67
2810.24
2133.93%0
1182023-02-072023-02-132211646.002219060.256971.85(0.32%)442.05
2664.42
2121.91%0
1192023-01-312023-02-062093516.502212088.25118153.75(5.65%)417.91
2652.95
2121.21%0
1202023-01-172023-01-301821070.882093934.38272499.62(14.98%)363.90
2513.86
2109.39%0
1212023-01-102023-01-161819991.631821434.751079.49(0.06%)363.62
2186.07
282.14%0
1222023-01-032023-01-091734036.881820355.2585971.70(4.96%)346.73
2186.58
282.04%0
1232022-12-262022-12-301699948.631734383.6334095.42(2.01%)339.62
2081.57
273.44%0
1242022-12-192022-12-231781881.751700288.25-81949.54(-4.60%)356.06
2040.89
270.03%0
1252022-12-122022-12-161799224.381782237.75-17346.05(-0.97%)359.41
2138.63
278.22%0
1262022-12-052022-12-091818779.631799583.75-19559.44(-1.08%)363.69
2161.73
279.96%0
1272022-11-282022-12-021636791.751819143.25182024.35(11.13%)327.04
2183.69
281.91%0
1282022-11-212022-11-251629824.131637118.886968.90(0.43%)325.86
1966.25
263.71%0
1292022-11-142022-11-181546734.501630150.0083106.35(5.38%)309.17
1957.47
263.02%0
1302022-11-072022-11-111412987.501547043.63133774.01(9.48%)282.13
1855.88
254.70%0
1312022-10-312022-11-041308139.251413269.63104868.77(8.02%)261.57
1697.63
241.33%0
1322022-10-242022-10-281298190.381308400.889950.82(0.77%)259.58
1571.63
230.84%0
1332022-10-172022-10-211268222.251298450.0029974.39(2.37%)253.36
1558.28
229.85%0
1342022-10-102022-10-141179362.631268475.6388877.42(7.55%)235.54
1522.03
226.85%0
1352022-09-262022-09-301169034.631179598.1310330.14(0.89%)233.40
1414.76
217.96%0
1362022-09-192022-09-231192617.251169268.00-23587.39(-1.98%)238.07
1402.08
216.93%0
1372022-09-092022-09-161157828.131192855.3834796.31(3.01%)230.85
1428.85
219.29%0
1382022-09-022022-09-081123166.001158059.0034668.44(3.09%)224.58
1391.04
215.81%0
1392022-08-262022-09-011138852.751123390.63-15689.85(-1.38%)227.62
1348.81
212.34%0
1402022-08-192022-08-251186936.381139080.38-48092.90(-4.06%)236.84
1365.24
213.91%0
1412022-08-122022-08-181204138.501187173.25-17205.81(-1.43%)240.63
1425.15
218.72%0
1422022-08-052022-08-111181222.251204379.1322920.79(1.94%)236.10
1446.11
220.44%0
1432022-07-292022-08-041203224.501181458.38-22006.15(-1.83%)240.14
1416.43
218.15%0
1442022-07-222022-07-281234554.381203464.50-31336.56(-2.54%)246.74
1444.89
220.35%0
1452022-07-152022-07-211195818.251234801.1338743.80(3.24%)239.10
1483.15
223.48%0
1462022-07-082022-07-141217827.501196057.38-22013.54(-1.81%)243.42
1436.10
219.61%0
1472022-07-012022-07-071233061.381218070.88-15236.99(-1.24%)246.55
1463.06
221.81%0
1482022-06-242022-06-301139773.501233307.8893306.78(8.20%)227.68
1480.09
223.33%0
1492022-06-172022-06-231153187.751140001.13-13416.99(-1.17%)230.31
1367.71
214.00%0
1502022-06-102022-06-161085489.131153418.1367712.08(6.24%)216.92
1384.70
215.34%0
1512022-06-022022-06-091053286.001085706.0032209.63(3.06%)210.50
1303.47
28.57%0
1522022-05-262022-06-011031916.381053496.3821374.26(2.08%)205.73
1261.80
25.35%0
1532022-05-192022-05-251013969.501032122.0617949.92(1.77%)202.68
1239.38
23.21%0
1542022-05-122022-05-18999800.311014172.1914172.18(1.42%)199.73
1217.09
21.42%0

策略说明:
为保证策略的真实性,策略计算采取如下规则
1、买入卖出一律在盘前公布计划,成交价以开盘价为准。
2、如盘前计划为买入,个股开盘价涨停,视为买入个股失败。
3、如盘前计划为卖出,开盘价跌停,视为卖出个股失败。
4、轮动策略换仓(卖出后买进)不在同一天操作(因为不可能在开盘时卖出后回笼资金按开盘价买入),换仓将用两个交易日分别操作卖出和买入。
5、策略计算时买卖佣金按万分之二计,印花税按千分之一计。




说明:CFI.CN金融实验室独家研发的"盈仓"战略涡轮量化策略系列,采用多因子、AI、事件驱动、交易大数据等多种领先量化技术,抽取每轮行情的最大价值。2019年试运行以来,各种策略跑赢大盘占比100%, 最高年化收益率超过200%,最高首选股收益超过300%。 策略交易以日线为单位。盘前公布计划,以开盘价操作,无需盯盘。盈亏计算以公布策略买卖计划后第一个开盘价为准,买卖佣金按万分之二计,印花税按千分之一计。中财网金融实验室成立与1999年,有20年数据量化产品研发经验,目前部分策略为开放测试期,欢迎体验。

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