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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05月19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
12025-05-16-2267015.002265127.00(持仓中)-2341.27(-0.10%)453.31
-
2126.51%0
22025-05-092025-05-152234915.252267468.2532106.48(1.44%)446.44
2720.95
2126.75%0
32025-04-292025-05-082140663.002235361.7594270.84(4.41%)427.90
2684.29
2123.54%0
42025-04-222025-04-281956846.882141091.00183852.97(9.40%)391.12
2570.92
2114.11%0
52025-04-152025-04-211974360.881957238.00-17517.51(-0.89%)394.60
2349.90
295.72%0
62025-04-082025-04-141921359.501974755.5053011.88(2.76%)384.16
2371.86
297.48%0
72025-03-312025-04-072132054.001921743.63-210735.08(-9.92%)424.81
2299.22
292.17%0
82025-03-242025-03-282085341.502132478.7546720.26(2.24%)417.00
2561.66
2113.25%0
92025-03-172025-03-212035157.632085758.6350194.32(2.47%)406.86
2504.89
2108.58%0
102025-03-102025-03-141926985.252035564.38108193.88(5.62%)385.28
2444.89
2103.56%0
112025-03-032025-03-071908944.501927370.5018044.39(0.95%)381.69
2315.01
292.74%0
122025-02-242025-02-281849263.001909326.1359693.34(3.23%)369.82
2293.76
290.93%0
132025-02-172025-02-211868438.881849632.88-19179.48(-1.03%)373.49
2221.04
284.96%0
142025-02-102025-02-141894120.751868812.38-25687.05(-1.36%)378.67
2244.34
286.88%0
152025-01-242025-02-071885830.751894499.508291.63(0.44%)377.04
2275.36
289.45%0
162025-01-172025-01-231734268.001886207.88151593.73(8.76%)346.17
2262.05
288.62%0
172025-01-102025-01-161724522.251734614.139747.39(0.57%)344.58
2082.08
273.46%0
182025-01-032025-01-091731284.001724866.75-6762.92(-0.39%)345.75
2069.26
272.49%0
192024-12-262025-01-021729614.501731629.751669.30(0.10%)345.82
2079.83
273.16%0
202024-12-192024-12-251689360.381729960.3840262.79(2.39%)337.15
2074.08
273.00%0
212024-12-122024-12-181746899.751689697.50-57551.25(-3.30%)348.92
2027.31
268.97%0
222024-12-052024-12-111689295.381747248.7557615.80(3.41%)337.59
2097.61
274.72%0
232024-11-282024-12-041670687.251689633.0018611.70(1.11%)334.02
2029.27
268.96%0
242024-11-212024-11-271630566.001671021.2540129.21(2.46%)325.98
2006.85
267.10%0
252024-11-142024-11-201713026.131630892.00-82473.82(-4.86%)339.72
1942.08
263.09%0
262024-11-072024-11-131699822.001713365.8813204.38(0.78%)339.56
2056.08
271.34%0
272024-10-312024-11-061599871.251700161.5099970.44(6.25%)319.82
2041.71
270.02%0
282024-10-242024-10-301615597.631600191.13-15729.31(-0.97%)322.79
1920.56
260.02%0
292024-10-172024-10-231610090.631615920.385507.92(0.34%)321.82
1940.26
261.59%0
302024-10-102024-10-161638901.501610412.38-28815.89(-1.76%)326.82
1929.06
261.04%0
312024-09-262024-10-091369549.881639228.25269404.72(19.68%)273.75
1968.49
263.92%0
322024-09-192024-09-251369716.001369823.63-165.71(-0.01%)273.36
1642.28
236.98%0
332024-09-102024-09-181370566.001369989.38-850.50(-0.06%)273.88
1644.59
237.00%0
342024-09-032024-09-091389308.381370839.88-18746.24(-1.35%)277.78
1646.50
237.08%0
352024-08-272024-09-021356826.881389586.1332488.00(2.40%)271.24
1668.78
238.96%0
362024-08-202024-08-261366000.001357098.13-9175.05(-0.67%)273.11
1629.94
235.71%0
372024-08-132024-08-191358060.251366273.137941.45(0.58%)271.53
1640.99
236.63%0
382024-08-062024-08-121335848.881358331.7522215.70(1.66%)267.05
1631.22
235.83%0
392024-07-302024-08-051304502.501336116.0031353.21(2.41%)260.27
1601.48
233.61%0
402024-07-232024-07-291287610.751304762.7516894.48(1.31%)257.44
1567.11
230.48%0
412024-07-162024-07-221276381.881287868.2511231.44(0.88%)254.98
1545.54
228.79%0
422024-07-092024-07-151252501.501276636.8823885.19(1.91%)250.29
1532.54
227.66%0
432024-07-022024-07-081302768.251252751.75-50276.96(-3.86%)260.31
1503.66
225.28%0
442024-06-252024-07-011314710.631303028.63-11944.59(-0.91%)262.68
1563.91
230.30%0
452024-06-182024-06-241346801.751314973.25-32097.78(-2.38%)269.30
1579.53
231.50%0
462024-06-112024-06-171342122.751347071.004680.18(0.35%)267.99
1615.83
234.71%0
472024-06-032024-06-071512113.381342390.75-170024.38(-11.27%)301.74
1608.68
234.24%0
482024-05-272024-05-311536167.881512415.13-24059.80(-1.57%)307.16
1816.66
251.24%0
492024-05-202024-05-241487702.501536475.0048474.99(3.26%)297.46
1845.50
253.65%0
502024-05-132024-05-171455137.131488000.0032571.91(2.24%)290.92
1787.13
248.80%0
512024-05-062024-05-101459876.631455428.13-4739.98(-0.33%)291.60
1746.35
245.54%0
522024-04-242024-04-301431471.501460168.1328410.35(1.99%)286.15
1753.45
246.02%0
532024-04-172024-04-231294453.001431757.75137045.98(10.59%)258.75
1719.32
243.18%0
542024-04-102024-04-161305162.631294711.75-10711.87(-0.82%)260.94
1554.94
229.47%0
552024-04-012024-04-091352297.131305423.63-47143.90(-3.49%)270.32
1567.53
230.54%0
562024-03-252024-03-291378160.381352567.50-25868.48(-1.88%)275.61
1624.90
235.26%0
572024-03-182024-03-221274035.001378436.00104146.38(8.18%)254.62
1654.98
237.84%0
582024-03-112024-03-151256838.381274289.6317200.07(1.37%)251.16
1529.75
227.43%0
592024-03-042024-03-081255908.381257089.50929.96(0.07%)251.12
1509.96
225.71%0
602024-02-262024-03-011261066.251256159.50-5158.64(-0.41%)251.82
1506.82
225.62%0
612024-02-192024-02-231287736.631261318.13-26675.23(-2.08%)256.73
1510.48
226.13%0
622024-02-022024-02-081182085.751287993.38105671.36(8.95%)236.24
1546.36
228.80%0
632024-01-262024-02-011285931.501182322.00-103866.49(-8.09%)256.93
1418.98
218.23%0
642024-01-192024-01-251316788.881286188.50-30863.36(-2.35%)262.89
1542.45
228.62%0
652024-01-122024-01-181315932.131317051.88856.83(0.07%)262.86
1580.38
231.71%0
662024-01-052024-01-111336522.631316195.00-20594.66(-1.54%)267.02
1579.61
231.62%0
672023-12-282024-01-041290656.251336789.6345875.81(3.56%)257.56
1602.66
233.68%0
682023-12-212023-12-271304334.881290913.88-13681.83(-1.05%)260.86
1550.92
229.09%0
692023-12-142023-12-201337106.631304595.75-32778.00(-2.45%)267.16
1565.84
230.46%0
702023-12-072023-12-131363190.001337373.75-26088.56(-1.92%)272.37
1605.16
233.74%0
712023-11-302023-12-061381396.131363462.38-18209.89(-1.32%)276.21
1637.68
236.35%0
722023-11-232023-11-291336618.751381672.2544786.25(3.35%)267.24
1659.49
238.17%0
732023-11-162023-11-221329895.881336886.006724.30(0.51%)265.77
1604.93
233.69%0
742023-11-092023-11-151272237.381330161.6357670.18(4.54%)254.05
1595.74
233.02%0
752023-11-022023-11-081267511.881272491.504726.37(0.37%)253.25
1527.33
227.25%0
762023-10-262023-11-011224021.881267765.1343498.99(3.56%)244.25
1519.81
226.78%0
772023-10-192023-10-251197348.381224266.1326678.39(2.23%)239.36
1470.24
222.43%0
782023-10-122023-10-181215319.251197587.75-17974.50(-1.48%)243.01
1438.51
219.76%0
792023-09-272023-10-111235614.381215562.25-20298.92(-1.65%)246.75
1458.20
221.56%0
802023-09-202023-09-261230028.001235861.135588.19(0.46%)244.86
1477.93
223.59%0
812023-09-132023-09-191218043.001230272.8811986.39(0.98%)243.45
1477.14
223.03%0
822023-09-062023-09-121260172.501218286.50-42138.00(-3.35%)251.93
1463.10
221.83%0
832023-08-302023-09-051247448.501260424.5012726.60(1.02%)249.42
1513.93
226.04%0
842023-08-232023-08-291254474.631247697.88-7027.26(-0.56%)250.52
1496.81
224.77%0
852023-08-162023-08-221266194.751254725.13-11722.74(-0.93%)253.09
1506.59
225.47%0
862023-08-092023-08-151290710.501266447.88-24520.51(-1.90%)257.83
1519.70
226.64%0
872023-08-022023-08-081318731.381290968.38-28026.62(-2.13%)263.58
1550.04
229.10%0
882023-07-262023-08-011263463.131318995.0055279.93(4.39%)252.07
1580.98
231.90%0
892023-07-192023-07-251268094.631263715.13-4632.32(-0.37%)252.96
1514.34
226.37%0
902023-07-122023-07-181291045.001268347.50-22955.55(-1.78%)258.13
1523.40
226.83%0
912023-07-052023-07-111281779.881291303.139267.18(0.72%)255.93
1548.89
229.13%0
922023-06-282023-07-041248190.501282035.8833596.54(2.70%)248.85
1535.57
228.20%0
932023-06-192023-06-271290001.631248439.25-41819.63(-3.25%)257.39
1496.24
224.84%0
942023-06-122023-06-161265597.751290258.8824408.10(1.93%)252.92
1548.97
229.03%0
952023-06-052023-06-091285154.881265850.75-19561.08(-1.52%)256.91
1520.13
226.59%0
962023-05-292023-06-021298313.631285411.75-13161.23(-1.01%)259.41
1542.83
228.54%0
972023-05-222023-05-261318108.501298573.00-19798.92(-1.50%)263.50
1559.41
229.86%0
982023-05-152023-05-191316233.001318372.001875.94(0.14%)263.09
1582.99
231.84%0
992023-05-082023-05-121371003.751316496.13-54781.18(-4.00%)273.67
1578.49
231.65%0
1002023-04-262023-05-051257933.131371277.38113093.00(9.00%)251.28
1645.64
237.13%0
1012023-04-192023-04-251347079.381258184.38-89163.91(-6.63%)268.96
1508.92
225.82%0
1022023-04-122023-04-181361961.251347348.25-14885.24(-1.09%)272.21
1617.67
234.73%0
1032023-04-042023-04-111363564.251362233.50-1603.45(-0.12%)272.61
1636.03
236.22%0
1042023-03-282023-04-031328932.131363836.8834638.86(2.61%)265.76
1638.39
236.38%0
1052023-03-212023-03-271265974.131329198.0062971.28(4.98%)252.70
1593.99
232.92%0
1062023-03-142023-03-201272794.381266226.75-6821.89(-0.54%)254.28
1519.60
226.62%0
1072023-03-072023-03-131240331.381273048.6332469.45(2.62%)247.93
1528.67
227.30%0
1082023-02-282023-03-061177220.501240579.2563123.41(5.36%)235.39
1490.15
224.06%0
1092023-02-212023-02-271205135.881177455.88-27920.58(-2.32%)240.58
1411.99
217.75%0
1102023-02-142023-02-201209432.131205376.50-4297.00(-0.36%)241.29
1444.63
220.54%0
1112023-02-072023-02-131201660.881209673.507772.71(0.65%)239.99
1451.29
220.97%0
1122023-01-312023-02-061192106.001201900.889556.71(0.80%)238.12
1442.20
220.19%0
1132023-01-172023-01-301191106.251192344.13999.73(0.08%)238.06
1431.58
219.23%0
1142023-01-102023-01-161140837.751191344.3850279.06(4.42%)227.66
1428.30
219.13%0
1152023-01-032023-01-091119408.881141065.3821432.68(1.92%)223.80
1370.46
214.11%0
1162022-12-262022-12-301003880.881119632.75115551.28(11.52%)200.60
1344.13
211.96%0
1172022-12-192022-12-231107016.381004081.44-103155.05(-9.37%)220.16
1198.87
20.41%0
1182022-12-122022-12-161134192.501107236.50-27181.34(-2.41%)225.45
1321.92
210.72%0
1192022-12-052022-12-091168530.001134417.88-34345.77(-2.94%)233.58
1362.19
213.44%0
1202022-11-282022-12-021140194.381168763.6328341.21(2.49%)227.97
1403.79
216.88%0
1212022-11-212022-11-251175759.001140422.38-35570.66(-3.04%)234.06
1363.60
214.04%0
1222022-11-142022-11-181095388.001175993.0080385.99(7.34%)218.89
1411.76
217.60%0
1232022-11-072022-11-111057397.001095607.0037999.00(3.60%)210.93
1313.01
29.56%0
1242022-10-312022-11-041097108.131057608.00-39719.33(-3.62%)219.32
1270.06
25.76%0
1252022-10-242022-10-281110347.881097327.38-13242.45(-1.19%)221.92
1317.45
29.73%0
1262022-10-172022-10-211107066.131110569.753282.46(0.30%)221.25
1333.28
211.06%0
1272022-10-102022-10-141040392.381107287.3866687.18(6.42%)207.84
1328.94
210.73%0
1282022-09-262022-09-301008461.251040600.2531937.61(3.17%)201.33
1248.03
24.06%0
1292022-09-192022-09-231035812.311008662.63-27356.81(-2.64%)207.13
1211.66
20.87%0
1302022-09-092022-09-161073781.881036019.44-37976.19(-3.55%)213.72
1238.47
23.60%0
1312022-09-022022-09-081100308.881073995.63-26532.71(-2.42%)219.40
1286.34
27.40%0
1322022-08-262022-09-011103046.381100528.25-2738.48(-0.25%)220.41
1321.04
210.05%0
1332022-08-192022-08-251104881.751103266.75-1835.87(-0.17%)220.89
1324.99
210.33%0
1342022-08-122022-08-181090791.001105102.6314093.97(1.30%)217.61
1324.43
210.51%0
1352022-08-052022-08-111117550.751091008.63-26765.65(-2.40%)223.44
1310.38
29.10%0
1362022-07-292022-08-041186280.131117774.25-68742.92(-5.80%)237.08
1341.87
211.78%0
1372022-07-222022-07-281189465.881186517.25-3186.43(-0.27%)237.75
1424.68
218.65%0
1382022-07-152022-07-211157847.251189703.6331625.72(2.74%)230.62
1423.64
218.97%0
1392022-07-082022-07-141159816.751158077.88-1970.79(-0.17%)231.89
1390.93
215.81%0
1402022-07-012022-07-071204913.881160048.63-45106.28(-3.74%)240.92
1393.34
216.00%0
1412022-06-242022-06-301138290.751205154.8866636.89(5.86%)227.31
1445.84
220.52%0
1422022-06-172022-06-231078898.001138518.0059404.34(5.51%)215.55
1366.49
213.85%0
1432022-06-102022-06-161042602.881079113.6336302.54(3.49%)208.30
1295.16
27.91%0
1442022-06-022022-06-091039060.441042811.133543.02(0.34%)207.72
1252.30
24.28%0
1452022-05-262022-06-011024890.311039268.1314173.11(1.39%)204.65
1246.64
23.93%0
1462022-05-192022-05-251035679.691025095.00-10791.69(-1.04%)206.99
1230.71
22.51%0
1472022-05-122022-05-18999800.381035886.6935886.69(3.60%)199.62
1242.49
23.59%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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