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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06月25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
12025-06-232025-06-24持仓中3015496.753101476.75(持仓中)85377.04(2.83%)603.01
0.00
2210.15%0
22025-06-162025-06-203020456.503016099.75-4959.93(-0.16%)603.10
3617.73
2201.61%0
32025-06-092025-06-132992371.003021059.5028090.24(0.94%)598.28
3628.49
2202.11%0
42025-05-302025-06-062969212.752992969.2523162.84(0.78%)593.61
3594.48
2199.30%0
52025-05-232025-05-293037534.252969806.50-68334.80(-2.25%)607.12
3565.71
2196.98%0
62025-05-162025-05-222992488.003038141.2545054.59(1.51%)598.46
3649.95
2203.81%0
72025-05-092025-05-153053373.502993086.50-60897.13(-2.00%)609.89
3591.28
2199.31%0
82025-04-292025-05-082903536.003053983.50149866.73(5.16%)580.63
3668.72
2205.40%0
92025-04-222025-04-282918896.752904116.75-15363.29(-0.53%)583.26
3486.00
2190.41%0
102025-04-152025-04-212950169.002919480.00-31278.73(-1.06%)589.63
3505.13
2191.95%0
112025-04-082025-04-142745125.002950758.7553423.04(1.85%)578.84
3542.12
3195.08%0
122025-03-312025-04-072989849.752731833.50-258613.30(-8.66%)597.01
1682.40
1173.18%0
132025-03-242025-03-283089216.252990446.75-99386.76(-3.22%)617.29
3589.53
2199.04%0
142025-03-172025-03-213092000.503089833.50-2784.42(-0.09%)617.51
3706.89
2208.98%0
152025-03-102025-03-142931479.503092618.00160552.35(5.48%)585.97
3713.66
2209.26%0
162025-03-032025-03-072644535.752932065.50287001.75(10.87%)528.13
3518.06
2193.21%0
172025-02-242025-02-282711217.252645063.75-66695.58(-2.46%)541.89
3175.75
2164.51%0
182025-02-172025-02-212745308.502711759.25-34098.21(-1.24%)548.93
3257.23
2171.18%0
192025-02-102025-02-142287851.252745857.50457548.66(20.01%)457.41
3298.02
2174.59%0
202025-01-242025-02-071934463.252288308.75353459.02(18.29%)386.44
2746.54
2128.83%0
212025-01-172025-01-231879005.381934849.6355468.53(2.95%)375.67
2323.83
293.48%0
222025-01-102025-01-161825716.751879381.1353299.66(2.92%)364.76
2255.64
287.94%0
232025-01-032025-01-091937468.631826081.50-111774.11(-5.78%)387.02
2191.09
282.61%0
242024-12-262025-01-022021952.881937855.63-84501.20(-4.18%)403.90
2325.30
293.79%0
252024-12-192024-12-252020224.252022356.881729.00(0.09%)403.64
2427.31
2102.24%0
262024-12-122024-12-182094420.632020627.88-74211.40(-3.54%)418.72
2426.65
2102.06%0
272024-12-052024-12-112043268.632094839.2551162.23(2.51%)408.42
2515.40
2109.48%0
282024-11-282024-12-042023880.002043677.0019392.32(0.96%)404.71
2454.94
2104.37%0
292024-11-212024-11-272086396.002024284.75-62528.41(-3.00%)417.15
2431.26
2102.43%0
302024-11-142024-11-202149850.752086813.13-63467.37(-2.95%)429.85
2506.44
2108.68%0
312024-11-072024-11-131999581.502150280.50150299.40(7.52%)399.53
2581.09
2115.03%0
322024-10-312024-11-061976278.251999981.0023307.58(1.18%)395.15
2402.25
2100.00%0
332024-10-242024-10-301967544.251976673.388735.78(0.44%)393.33
2373.78
297.67%0
342024-10-172024-10-231911342.751967937.6356212.59(2.94%)382.23
2364.15
296.79%0
352024-10-102024-10-161956194.501911725.00-44860.61(-2.29%)391.03
2295.55
291.17%0
362024-09-262024-10-091731616.501956585.63224622.84(12.98%)346.19
2349.94
295.66%0
372024-09-192024-09-251626907.881731962.75104729.55(6.44%)325.27
2080.16
273.20%0
382024-09-102024-09-181589231.381627233.1337684.08(2.37%)317.57
1953.34
262.72%0
392024-09-032024-09-091587612.631589549.001618.82(0.10%)317.50
1909.64
258.95%0
402024-08-272024-09-021567772.881587930.1319843.87(1.27%)313.37
1906.72
258.79%0
412024-08-202024-08-261650793.381568086.25-83037.19(-5.03%)329.89
1882.35
256.81%0
422024-08-132024-08-191619239.001651123.3831560.82(1.95%)323.45
1981.32
265.11%0
432024-08-062024-08-121641254.131619562.50-22019.80(-1.34%)328.22
1945.60
261.96%0
442024-07-302024-08-051630051.381641582.3811205.21(0.69%)325.79
1970.97
264.16%0
452024-07-232024-07-291664029.381630377.13-33984.91(-2.04%)332.65
1957.89
263.04%0
462024-07-162024-07-221666699.251664362.00-2670.52(-0.16%)333.28
1999.25
266.44%0
472024-07-092024-07-151566184.631667032.50100534.87(6.42%)313.10
2002.02
266.70%0
482024-07-022024-07-081596570.751566497.63-30392.35(-1.90%)319.16
1881.10
256.65%0
492024-06-252024-07-011594132.631596889.882438.67(0.15%)318.67
1917.66
259.69%0
502024-06-182024-06-241597589.631594451.25-3457.58(-0.22%)319.15
1913.43
259.45%0
512024-06-112024-06-171588391.251597908.889200.16(0.58%)317.45
1918.44
259.79%0
522024-06-032024-06-071702197.631588708.75-113828.95(-6.69%)340.14
1906.91
258.87%0
532024-05-272024-05-311714587.381702537.75-12392.38(-0.72%)342.69
2044.14
270.25%0
542024-05-202024-05-241780520.381714930.13-65946.40(-3.70%)356.09
2060.29
271.49%0
552024-05-132024-05-171792278.001780876.50-11759.85(-0.66%)358.42
2139.43
278.09%0
562024-05-062024-05-101841525.751792636.38-49257.37(-2.68%)368.07
2152.32
279.26%0
572024-04-242024-04-301757651.881841893.7583890.44(4.77%)351.41
2212.18
284.19%0
582024-04-172024-04-231810718.131758003.25-53076.66(-2.94%)361.63
2109.06
275.80%0
592024-04-102024-04-161862300.881811079.88-51593.28(-2.77%)372.31
2175.00
281.11%0
602024-04-012024-04-091925298.501862673.13-63010.08(-3.28%)384.78
2236.19
286.27%0
612024-03-252024-03-292097525.001925683.25-172260.60(-8.23%)418.72
2308.88
292.57%0
622024-03-182024-03-222037737.252097943.7559798.92(2.93%)407.53
2520.48
2109.79%0
632024-03-112024-03-152004940.382038144.7532803.69(1.64%)400.64
2446.63
2103.81%0
642024-03-042024-03-082056291.752005341.00-51361.97(-2.50%)411.18
2408.82
2100.53%0
652024-02-262024-03-012077657.882056703.00-21370.17(-1.03%)415.33
2469.78
2105.67%0
662024-02-192024-02-232050757.502078073.2526905.72(1.31%)410.08
2496.23
2107.81%0
672024-02-022024-02-081943648.382051167.50107130.94(5.52%)388.29
2461.74
2105.12%0
682024-01-262024-02-012127559.751944036.63-183948.43(-8.65%)425.41
2335.03
294.40%0
692024-01-192024-01-252154079.752127985.00-26525.61(-1.23%)430.69
2555.91
2112.80%0
702024-01-122024-01-182255318.252154510.50-101258.80(-4.49%)450.96
2587.93
2115.45%0
712024-01-052024-01-112467308.002255769.25-212030.94(-8.61%)492.38
2703.66
2125.58%0
722023-12-282024-01-042441900.752467800.2525411.19(1.04%)488.18
2963.74
2146.78%0
732023-12-212023-12-272511215.002442389.00-69327.70(-2.76%)501.68
2931.00
2144.24%0
742023-12-142023-12-202596830.752511716.75-85632.64(-3.30%)518.92
3014.98
2151.17%0
752023-12-072023-12-132475531.002597349.50121324.92(4.92%)493.59
3111.48
2159.73%0
762023-11-302023-12-062423261.502476024.5052278.54(2.16%)484.37
2973.12
2147.60%0
772023-11-232023-11-292451642.752423746.00-28386.70(-1.16%)489.95
2909.71
2142.37%0
782023-11-162023-11-222498788.002452132.75-47154.29(-1.89%)499.04
2941.81
2145.21%0
792023-11-092023-11-152426453.252499287.0072349.14(2.98%)484.85
3000.07
2149.93%0
802023-11-022023-11-082362547.502426938.0063918.68(2.71%)471.69
2910.87
2142.69%0
812023-10-262023-11-012297569.252363019.2564992.34(2.84%)457.82
2828.83
2136.30%0
822023-10-192023-10-252384382.002298027.00-86831.53(-3.64%)476.58
2759.16
2129.80%0
832023-10-122023-10-182430733.002384858.50-46360.71(-1.91%)486.04
2864.66
2138.49%0
842023-09-272023-10-112388840.252431219.2541901.52(1.75%)477.57
2919.80
2143.12%0
852023-09-202023-09-262283808.752389317.75105052.39(4.60%)456.51
2869.10
2138.93%0
862023-09-132023-09-192341668.752284265.25-57871.41(-2.47%)468.15
2743.31
2128.43%0
872023-09-062023-09-122284774.002342136.7556907.52(2.50%)455.30
2804.03
2134.21%0
882023-08-302023-09-052234229.502285229.2550552.94(2.26%)446.67
2744.53
2128.52%0
892023-08-232023-08-292295332.502234676.25-61115.34(-2.66%)458.99
2684.37
2123.47%0
902023-08-162023-08-222400035.502295791.50-104724.02(-4.36%)479.98
2758.09
2129.58%0
912023-08-092023-08-152460632.002400515.50-60608.69(-2.46%)492.06
2883.65
2140.05%0
922023-08-022023-08-082432030.752461124.2528607.45(1.18%)486.04
2954.69
2146.11%0
932023-07-262023-08-012446911.752432516.75-14884.06(-0.61%)488.84
2919.29
2143.25%0
942023-07-192023-07-252462163.502447400.75-15254.98(-0.62%)492.30
2939.63
2144.74%0
952023-07-122023-07-182445057.752462655.7517109.18(0.70%)488.88
2957.96
2146.27%0
962023-07-052023-07-112491250.752445546.50-46202.55(-1.86%)498.14
2937.50
2144.55%0
972023-06-282023-07-042514933.002491749.00-23686.46(-0.94%)502.53
2990.97
2149.17%0
982023-06-192023-06-272746234.002515435.50-231347.62(-8.43%)549.12
3021.37
2151.54%0
992023-06-122023-06-162934172.502746783.25-187975.69(-6.41%)586.50
3298.11
2174.68%0
1002023-06-052023-06-092945130.752934759.00-10960.45(-0.37%)588.75
3524.31
2193.48%0
1012023-05-292023-06-022863612.252945719.5081534.72(2.85%)572.62
3538.50
2194.57%0
1022023-05-222023-05-262901114.502864184.75-37510.08(-1.29%)580.04
3440.03
2186.42%0
1032023-05-152023-05-192880396.502901694.7520722.55(0.72%)575.75
3484.21
2190.17%0
1042023-05-082023-05-122881128.502880972.25-732.27(-0.03%)576.05
3460.28
2188.10%0
1052023-04-262023-05-052922917.002881704.50-41796.73(-1.43%)584.29
3460.45
2188.17%0
1062023-04-192023-04-252858702.252923501.2564227.91(2.25%)571.30
3509.75
2192.35%0
1072023-04-122023-04-182694181.502859273.50164553.81(6.11%)538.29
3431.95
2185.93%0
1082023-04-042023-04-112664765.752694719.7529421.72(1.10%)532.52
3234.95
2169.47%0
1092023-03-282023-04-032676258.752665298.25-11495.44(-0.43%)534.98
3200.55
2166.53%0
1102023-03-212023-03-272514032.502676793.75162258.99(6.46%)502.27
3212.79
2167.68%0
1112023-03-142023-03-202363740.002514534.75150323.39(6.38%)471.15
3011.45
2151.45%0
1122023-03-072023-03-132315184.252364211.2548564.25(2.10%)462.51
2837.27
2136.42%0
1132023-02-282023-03-062320662.752315647.00-5478.75(-0.24%)462.94
2774.96
2131.56%0
1142023-02-212023-02-272338445.502321125.75-17787.29(-0.76%)467.53
2787.75
2132.11%0
1152023-02-142023-02-202218244.502338913.00120224.75(5.42%)443.58
2809.64
2133.89%0
1162023-02-072023-02-132211266.752218688.256979.47(0.32%)441.96
2663.89
2121.87%0
1172023-01-312023-02-062093137.132211708.75118153.75(5.65%)417.91
2652.95
2121.17%0
1182023-01-172023-01-301820691.502093555.00272499.62(14.98%)363.90
2513.86
2109.36%0
1192023-01-102023-01-161819612.251821055.381079.49(0.06%)363.62
2186.07
282.11%0
1202023-01-032023-01-091733706.631819975.8885922.78(4.96%)346.58
2185.64
282.00%0
1212022-12-262022-12-301699618.131734053.1334095.42(2.01%)339.62
2081.57
273.41%0
1222022-12-192022-12-231781551.251699957.75-81949.54(-4.60%)356.06
2040.89
270.00%0
1232022-12-122022-12-161798893.881781907.25-17346.05(-0.97%)359.41
2138.63
278.19%0
1242022-12-052022-12-091818440.751799253.25-19550.75(-1.08%)363.31
2159.42
279.93%0
1252022-11-282022-12-021636452.501818804.00182024.35(11.13%)327.04
2183.69
281.88%0
1262022-11-212022-11-251629475.001636779.636978.84(0.43%)325.72
1965.44
263.68%0
1272022-11-142022-11-181546438.881629800.7583052.84(5.38%)308.97
1956.19
262.98%0
1282022-11-072022-11-111412691.751546747.88133774.01(9.48%)282.13
1855.88
254.67%0
1292022-10-312022-11-041307913.751412973.88104798.57(8.02%)261.47
1696.93
241.30%0
1302022-10-242022-10-281297964.751308175.259950.82(0.77%)259.58
1571.63
230.82%0
1312022-10-172022-10-211267996.631298224.3829974.39(2.37%)253.36
1558.28
229.82%0
1322022-10-102022-10-141179362.751268250.0088651.84(7.53%)235.39
1520.81
226.83%0
1332022-09-262022-09-301169034.631179598.1310330.14(0.89%)233.40
1414.76
217.96%0
1342022-09-192022-09-231192617.251169268.00-23587.39(-1.98%)238.07
1402.08
216.93%0
1352022-09-092022-09-161157828.131192855.3834796.31(3.01%)230.85
1428.85
219.29%0
1362022-09-022022-09-081123166.001158059.0034668.44(3.09%)224.58
1391.04
215.81%0
1372022-08-262022-09-011138852.751123390.63-15689.85(-1.38%)227.62
1348.81
212.34%0
1382022-08-192022-08-251186936.381139080.38-48092.90(-4.06%)236.84
1365.24
213.91%0
1392022-08-122022-08-181204138.501187173.25-17205.81(-1.43%)240.63
1425.15
218.72%0
1402022-08-052022-08-111181222.251204379.1322920.79(1.94%)236.10
1446.11
220.44%0
1412022-07-292022-08-041203224.501181458.38-22006.15(-1.83%)240.14
1416.43
218.15%0
1422022-07-222022-07-281234554.381203464.50-31336.56(-2.54%)246.74
1444.89
220.35%0
1432022-07-152022-07-211195818.251234801.1338743.80(3.24%)239.10
1483.15
223.48%0
1442022-07-082022-07-141217827.501196057.38-22013.54(-1.81%)243.42
1436.10
219.61%0
1452022-07-012022-07-071233061.381218070.88-15236.99(-1.24%)246.55
1463.06
221.81%0
1462022-06-242022-06-301139773.501233307.8893306.78(8.20%)227.68
1480.09
223.33%0
1472022-06-172022-06-231153187.751140001.13-13416.99(-1.17%)230.31
1367.71
214.00%0
1482022-06-102022-06-161085489.131153418.1367712.08(6.24%)216.92
1384.70
215.34%0
1492022-06-022022-06-091053286.001085706.0032209.63(3.06%)210.50
1303.47
28.57%0
1502022-05-262022-06-011031916.381053496.3821374.26(2.08%)205.73
1261.80
25.35%0
1512022-05-192022-05-251013969.501032122.0617949.92(1.77%)202.68
1239.38
23.21%0
1522022-05-122022-05-18999800.311014172.1914172.18(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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