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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18日开盘价卖出 
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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
12025-07-142025-07-17持仓中3251824.253273526.50(持仓中)21052.40(0.65%)649.80
0.00
2227.35%0
22025-07-072025-07-113145909.253252474.25105935.94(3.37%)629.06
3906.92
2225.25%0
32025-06-302025-07-043120913.003146538.5025001.44(0.80%)624.04
3779.53
2214.65%0
42025-06-232025-06-273010565.253121537.00110369.88(3.67%)601.78
3748.33
2212.15%0
52025-06-162025-06-203015536.253011167.00-4972.09(-0.16%)602.84
3616.15
2201.12%0
62025-06-092025-06-132987496.253016139.0028045.43(0.94%)597.41
3623.17
2201.61%0
72025-05-302025-06-062964377.752988093.5023123.08(0.78%)592.58
3588.26
2198.81%0
82025-05-232025-05-293032585.752964970.50-68221.43(-2.25%)606.19
3560.27
2196.50%0
92025-05-162025-05-222987624.003033191.7544970.34(1.51%)597.37
3643.28
2203.32%0
102025-05-092025-05-153048449.502988221.25-60837.68(-2.00%)609.38
3588.34
2198.82%0
112025-04-292025-05-082898344.253049058.75150134.94(5.18%)579.56
3662.58
2204.91%0
122025-04-222025-04-282913679.502898923.75-15338.29(-0.53%)582.40
3480.85
2189.89%0
132025-04-152025-04-212944906.002914262.00-31232.76(-1.06%)588.77
3500.02
2191.43%0
142025-04-082025-04-142739487.752945494.7553797.23(1.86%)577.90
3536.87
3194.55%0
152025-03-312025-04-072984079.252726195.25-258480.48(-8.67%)596.59
1680.00
1172.62%0
162025-03-242025-03-283083261.252984675.75-99201.75(-3.22%)616.26
3583.56
2198.47%0
172025-03-172025-03-213086141.003083877.50-2880.41(-0.09%)616.95
3703.44
2208.39%0
182025-03-102025-03-142924846.003086758.00161327.16(5.52%)584.87
3707.95
2208.68%0
192025-03-032025-03-072638725.502925430.75286178.32(10.87%)526.77
3508.85
2192.54%0
202025-02-242025-02-282705230.502639252.25-66518.66(-2.46%)540.44
3167.28
2163.93%0
212025-02-172025-02-212712722.752705771.00-7494.32(-0.28%)542.39
3249.90
2170.58%0
222025-02-102025-02-142409023.002713265.25303760.64(12.61%)481.78
3259.69
2171.33%0
232025-01-242025-02-072036538.752409504.75372558.82(18.30%)407.16
2894.01
2140.95%0
242025-01-172025-01-231978206.002036945.8858344.70(2.95%)395.13
2444.20
2103.69%0
252025-01-102025-01-161891367.881978601.1386854.96(4.59%)378.22
2376.83
297.86%0
262025-01-032025-01-091936465.751891746.13-45106.79(-2.33%)387.10
2271.65
289.17%0
272024-12-262025-01-022020871.631936852.88-84422.20(-4.18%)403.46
2322.74
293.69%0
282024-12-192024-12-252019142.502021275.131729.00(0.09%)403.64
2427.31
2102.13%0
292024-12-122024-12-182093295.252019546.13-74167.59(-3.54%)418.45
2425.11
2101.95%0
302024-12-052024-12-112042179.002093713.6351126.31(2.50%)408.27
2514.47
2109.37%0
312024-11-282024-12-042022809.632042587.2519373.21(0.96%)404.30
2452.46
2104.26%0
322024-11-212024-11-272085283.632023214.00-62486.49(-3.00%)416.86
2429.62
2102.32%0
332024-11-142024-11-202148694.502085700.50-63423.43(-2.95%)429.56
2504.78
2108.57%0
342024-11-072024-11-131998420.502149124.00150304.28(7.53%)399.40
2580.34
2114.91%0
352024-10-312024-11-061975131.501998819.8823293.45(1.18%)394.89
2400.65
299.88%0
362024-10-242024-10-301966404.631975526.388728.68(0.44%)393.06
2372.14
297.55%0
372024-10-172024-10-231910244.251966797.7556171.59(2.94%)381.96
2362.43
296.68%0
382024-10-102024-10-161955100.131910626.25-44864.73(-2.30%)390.90
2294.80
291.06%0
392024-09-262024-10-091730556.131955491.00224588.73(12.98%)346.07
2349.17
295.55%0
402024-09-192024-09-251625991.631730902.25104585.73(6.44%)324.84
2077.41
273.09%0
412024-09-102024-09-181588332.501626316.5037666.52(2.37%)317.51
1952.96
262.63%0
422024-09-032024-09-091586715.251588650.001617.52(0.10%)317.26
1908.18
258.87%0
432024-08-272024-09-021566887.131587032.5019832.26(1.27%)313.18
1905.52
258.70%0
442024-08-202024-08-261650331.631567200.25-83461.27(-5.06%)329.97
1882.30
256.72%0
452024-08-132024-08-191618777.131650661.5031560.82(1.95%)323.45
1981.32
265.07%0
462024-08-062024-08-121640917.001619100.63-22144.41(-1.35%)328.04
1944.39
261.91%0
472024-07-302024-08-051629543.251641245.0011375.87(0.70%)325.82
1971.35
264.12%0
482024-07-232024-07-291663536.001629869.13-33999.23(-2.05%)332.42
1956.49
262.99%0
492024-07-162024-07-221666266.251663868.38-2730.92(-0.16%)333.06
1997.87
266.39%0
502024-07-092024-07-151565760.381666599.25100526.01(6.42%)312.94
2001.04
266.66%0
512024-07-022024-07-081596367.131566073.25-30612.98(-1.92%)319.15
1880.80
256.61%0
522024-06-252024-07-011593929.001596686.252438.67(0.15%)318.67
1917.66
259.67%0
532024-06-182024-06-241597386.001594247.63-3457.58(-0.22%)319.15
1913.43
259.42%0
542024-06-112024-06-171588187.631597705.259200.16(0.58%)317.45
1918.44
259.77%0
552024-06-032024-06-071701994.001588505.13-113828.95(-6.69%)340.14
1906.91
258.85%0
562024-05-272024-05-311714371.131702334.13-12379.42(-0.72%)342.44
2042.64
270.23%0
572024-05-202024-05-241780246.881714713.50-65889.14(-3.70%)355.76
2058.36
271.47%0
582024-05-132024-05-171792012.251780602.63-11767.86(-0.66%)358.28
2138.58
278.06%0
592024-05-062024-05-101841255.751792370.50-49253.28(-2.68%)367.91
2151.39
279.24%0
602024-04-242024-04-301756818.881841623.7584453.74(4.81%)351.12
2211.16
284.16%0
612024-04-172024-04-231809884.881757170.00-53076.66(-2.94%)361.63
2109.06
275.72%0
622024-04-102024-04-161862154.381810246.63-52279.97(-2.81%)372.24
2173.76
281.02%0
632024-04-012024-04-091925152.001862526.63-63010.08(-3.28%)384.78
2236.19
286.25%0
642024-03-252024-03-292097378.501925536.75-172260.60(-8.23%)418.72
2308.88
292.55%0
652024-03-182024-03-222037639.382097797.2559750.65(2.94%)407.15
2518.13
2109.78%0
662024-03-112024-03-152004842.132038046.5032803.69(1.64%)400.64
2446.63
2103.80%0
672024-03-042024-03-082056166.752005242.75-51334.99(-2.50%)411.03
2407.98
2100.52%0
682024-02-262024-03-012077532.632056577.75-21370.17(-1.03%)415.33
2469.78
2105.66%0
692024-02-192024-02-232050632.252077948.0026905.72(1.31%)410.08
2496.23
2107.79%0
702024-02-022024-02-081943523.132051042.25107130.94(5.52%)388.29
2461.74
2105.10%0
712024-01-262024-02-012127370.751943911.38-183884.62(-8.65%)425.28
2334.35
294.39%0
722024-01-192024-01-252153858.002127796.00-26492.73(-1.23%)430.56
2555.17
2112.78%0
732024-01-122024-01-182255741.752154288.75-101904.18(-4.52%)450.99
2587.29
2115.43%0
742024-01-052024-01-112467731.502256192.75-212030.94(-8.61%)492.38
2703.66
2125.62%0
752023-12-282024-01-042442311.002468223.7525424.52(1.04%)488.42
2965.17
2146.82%0
762023-12-212023-12-272511625.252442799.25-69327.70(-2.76%)501.68
2931.00
2144.28%0
772023-12-142023-12-202597241.002512127.00-85632.64(-3.30%)518.92
3014.98
2151.21%0
782023-12-072023-12-132475941.252597759.75121324.92(4.92%)493.59
3111.48
2159.78%0
792023-11-302023-12-062423641.502476434.7552308.51(2.16%)484.66
2974.86
2147.64%0
802023-11-232023-11-292452028.752424126.25-28392.66(-1.16%)490.09
2910.53
2142.41%0
812023-11-162023-11-222499174.252452519.00-47154.29(-1.89%)499.04
2941.81
2145.25%0
822023-11-092023-11-152426839.502499673.2572349.14(2.98%)484.85
3000.07
2149.97%0
832023-11-022023-11-082362900.002427324.2563952.01(2.71%)472.20
2914.02
2142.73%0
842023-10-262023-11-012297922.252363372.2564992.34(2.84%)457.82
2828.83
2136.34%0
852023-10-192023-10-252384738.002298380.00-86834.40(-3.64%)476.70
2759.90
2129.84%0
862023-10-122023-10-182431294.252385214.50-46565.95(-1.92%)486.13
2864.91
2138.52%0
872023-09-272023-10-112389401.502431780.5041901.52(1.75%)477.57
2919.80
2143.18%0
882023-09-202023-09-262284370.002389879.00105052.39(4.60%)456.51
2869.10
2138.99%0
892023-09-132023-09-192342500.252284826.50-58142.37(-2.48%)468.32
2744.01
2128.48%0
902023-09-062023-09-122285606.002342968.7556907.52(2.50%)455.30
2804.03
2134.30%0
912023-08-302023-09-052235061.002286061.2550553.46(2.26%)446.78
2745.19
2128.61%0
922023-08-232023-08-292296320.002235507.75-61271.02(-2.67%)458.97
2684.07
2123.55%0
932023-08-162023-08-222401639.502296778.75-105340.95(-4.39%)480.22
2758.79
2129.68%0
942023-08-092023-08-152462464.502402119.75-60837.32(-2.47%)492.47
2885.87
2140.21%0
952023-08-022023-08-082433846.752462957.0028623.71(1.18%)486.57
2957.89
2146.30%0
962023-07-262023-08-012448737.252434333.25-14893.53(-0.61%)489.62
2923.97
2143.43%0
972023-07-192023-07-252463811.002449226.75-15076.86(-0.61%)492.54
2941.28
2144.92%0
982023-07-122023-07-182446688.752464303.5017125.64(0.70%)489.24
2960.14
2146.43%0
992023-07-052023-07-112492915.502447178.00-46235.99(-1.86%)498.49
2939.59
2144.72%0
1002023-06-282023-07-042516728.502493414.00-23817.62(-0.95%)503.01
2993.65
2149.34%0
1012023-06-192023-06-272749324.252517231.50-232642.35(-8.46%)549.74
3023.56
2151.72%0
1022023-06-122023-06-162937494.252749874.00-188207.47(-6.41%)587.23
3302.17
2174.99%0
1032023-06-052023-06-092948464.002938081.50-10971.86(-0.37%)589.40
3528.18
2193.81%0
1042023-05-292023-06-022866884.002949053.5081596.69(2.85%)572.90
3540.25
2194.91%0
1052023-05-222023-05-262904443.002867456.75-37567.06(-1.29%)580.76
3444.29
2186.75%0
1062023-05-152023-05-192883708.502905023.7520738.74(0.72%)576.50
3488.77
2190.50%0
1072023-05-082023-05-122884442.502884285.00-734.10(-0.03%)576.74
3464.42
2188.43%0
1082023-04-262023-05-052926073.752885019.00-41639.37(-1.42%)584.64
3462.74
2188.50%0
1092023-04-192023-04-252861791.502926658.5064295.44(2.25%)571.64
3511.88
2192.67%0
1102023-04-122023-04-182696998.502862363.25164825.69(6.11%)539.11
3437.24
2186.24%0
1112023-04-042023-04-112667538.752697537.5029465.47(1.11%)533.25
3239.37
2169.75%0
1122023-03-282023-04-032679044.252668072.00-11508.01(-0.43%)535.63
3204.47
2166.81%0
1132023-03-212023-03-272516472.502679580.00162604.27(6.46%)503.17
3218.60
2167.96%0
1142023-03-142023-03-202365960.002516975.75150544.50(6.39%)471.39
3013.19
2151.70%0
1152023-03-072023-03-132317403.502366431.2548565.15(2.10%)462.80
2839.07
2136.64%0
1162023-02-282023-03-062323004.502317866.25-5602.54(-0.24%)464.39
2783.51
2131.79%0
1172023-02-212023-02-272340832.252323468.75-17831.41(-0.76%)467.84
2789.56
2132.35%0
1182023-02-142023-02-202220481.252341300.00120374.60(5.42%)444.00
2812.36
2134.13%0
1192023-02-072023-02-132213526.252220925.256956.61(0.31%)442.23
2665.47
2122.09%0
1202023-01-312023-02-062095396.752213968.50118153.75(5.65%)417.91
2652.95
2121.40%0
1212023-01-172023-01-301822824.252095814.63272626.41(14.98%)364.05
2514.92
2109.58%0
1222023-01-102023-01-161821730.501823188.251093.57(0.06%)364.16
2189.34
282.32%0
1232023-01-032023-01-091735708.751822094.6386038.80(4.96%)346.99
2188.22
282.21%0
1242022-12-262022-12-301701557.631736055.7534158.02(2.01%)340.14
2084.75
273.61%0
1252022-12-192022-12-231783602.751701897.75-82061.65(-4.60%)356.58
2043.88
270.19%0
1262022-12-122022-12-161800969.501783959.38-17370.21(-0.96%)360.01
2142.20
278.40%0
1272022-12-052022-12-091820538.131801329.50-19572.50(-1.08%)363.85
2162.63
280.13%0
1282022-11-282022-12-021638328.251820902.00182246.40(11.13%)327.42
2186.26
282.09%0
1292022-11-212022-11-251631349.751638655.636979.67(0.43%)326.17
1968.16
263.87%0
1302022-11-142022-11-181548212.631631675.8883154.07(5.38%)309.35
1958.58
263.17%0
1312022-11-072022-11-111414217.631548521.88134021.54(9.48%)282.73
1859.75
254.85%0
1322022-10-312022-11-041308448.251414500.38105790.56(8.09%)261.59
1698.83
241.45%0
1332022-10-242022-10-281298642.131308709.889808.14(0.76%)259.55
1571.29
230.87%0
1342022-10-172022-10-211268653.751298901.7529994.42(2.37%)253.49
1559.11
229.89%0
1352022-10-102022-10-141179668.251268907.2589003.10(7.55%)235.85
1524.04
226.89%0
1362022-09-262022-09-301169340.631179904.1310330.14(0.89%)233.40
1414.76
217.99%0
1372022-09-192022-09-231192946.751169574.00-23611.12(-1.98%)238.32
1403.56
216.96%0
1382022-09-092022-09-161158157.881193185.1334796.31(3.01%)230.85
1428.85
219.32%0
1392022-09-022022-09-081123166.131158388.7534998.11(3.12%)224.57
1391.38
215.84%0
1402022-08-262022-09-011138852.751123390.63-15689.85(-1.38%)227.62
1348.81
212.34%0
1412022-08-192022-08-251186936.381139080.38-48092.90(-4.06%)236.84
1365.24
213.91%0
1422022-08-122022-08-181204138.501187173.25-17205.81(-1.43%)240.63
1425.15
218.72%0
1432022-08-052022-08-111181222.251204379.1322920.79(1.94%)236.10
1446.11
220.44%0
1442022-07-292022-08-041203224.501181458.38-22006.15(-1.83%)240.14
1416.43
218.15%0
1452022-07-222022-07-281234554.381203464.50-31336.56(-2.54%)246.74
1444.89
220.35%0
1462022-07-152022-07-211195818.251234801.1338743.80(3.24%)239.10
1483.15
223.48%0
1472022-07-082022-07-141217827.501196057.38-22013.54(-1.81%)243.42
1436.10
219.61%0
1482022-07-012022-07-071233061.381218070.88-15236.99(-1.24%)246.55
1463.06
221.81%0
1492022-06-242022-06-301139773.501233307.8893306.78(8.20%)227.68
1480.09
223.33%0
1502022-06-172022-06-231153187.751140001.13-13416.99(-1.17%)230.31
1367.71
214.00%0
1512022-06-102022-06-161085489.131153418.1367712.08(6.24%)216.92
1384.70
215.34%0
1522022-06-022022-06-091053286.001085706.0032209.63(3.06%)210.50
1303.47
28.57%0
1532022-05-262022-06-011031916.381053496.3821374.26(2.08%)205.73
1261.80
25.35%0
1542022-05-192022-05-251013969.501032122.0617949.92(1.77%)202.68
1239.38
23.21%0
1552022-05-122022-05-18999800.311014172.1914172.18(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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