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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11月03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
12025-10-282025-10-31持仓中3031180.003092523.00(持仓中)60737.15(2.00%)605.92
0.00
2209.25%0
22025-10-212025-10-272915418.003031786.00115785.04(3.97%)583.01
3642.04
2203.18%0
32025-10-142025-10-203022212.002916001.00-106815.04(-3.54%)603.89
3500.06
2191.60%0
42025-09-292025-10-133058705.253022816.00-36500.75(-1.19%)611.34
3629.35
2202.28%0
52025-09-222025-09-263012972.753059316.7545742.14(1.52%)601.84
3671.03
2205.93%0
62025-09-152025-09-193090175.003013574.50-77217.89(-2.50%)617.35
3616.52
2201.36%0
72025-09-082025-09-123056634.003090792.2533547.20(1.10%)611.05
3711.77
2209.08%0
82025-09-012025-09-053209449.003057245.00-152845.67(-4.76%)641.69
3671.90
2205.72%0
92025-08-252025-08-293276657.003210090.75-67221.53(-2.05%)655.25
3856.28
2221.01%0
102025-08-182025-08-223187449.753277312.2589225.48(2.80%)637.14
3935.43
2227.73%0
112025-08-112025-08-153232385.753188086.75-44944.93(-1.39%)646.20
3828.61
2218.81%0
122025-08-042025-08-083196478.503233031.7535914.07(1.12%)639.05
3882.84
2223.30%0
132025-07-282025-08-013303090.503197117.75-106633.09(-3.23%)660.52
3840.53
2219.71%0
142025-07-212025-07-253319255.253303751.00-16168.08(-0.49%)663.70
3968.35
2230.38%0
152025-07-142025-07-183292871.753319919.0026388.94(0.80%)658.27
3986.89
2231.99%0
162025-07-072025-07-113184031.753293530.00108861.88(3.42%)636.56
3955.49
2229.35%0
172025-06-302025-07-043158088.253184668.2525948.48(0.82%)631.42
3825.01
2218.47%0
182025-06-232025-06-273044904.253158719.75113206.83(3.72%)608.70
3793.34
2215.87%0
192025-06-162025-06-203049919.753045513.00-5016.16(-0.16%)609.42
3655.64
2204.55%0
202025-06-092025-06-133020805.253050529.2529120.05(0.96%)603.99
3663.98
2205.05%0
212025-05-302025-06-062997024.753021409.2523785.61(0.79%)599.09
3628.14
2202.14%0
222025-05-232025-05-293066040.252997623.75-69029.60(-2.25%)612.91
3599.71
2199.76%0
232025-05-162025-05-223019435.003066653.2546614.54(1.54%)603.78
3683.79
2206.67%0
242025-05-092025-05-153081620.753020038.75-62197.45(-2.02%)615.56
3623.81
2202.00%0
252025-04-292025-05-082928222.753082236.25153427.92(5.24%)585.54
3702.52
2208.22%0
262025-04-222025-04-282944091.252928808.25-15871.72(-0.54%)588.70
3518.08
2192.88%0
272025-04-152025-04-212976105.002944680.00-32020.32(-1.08%)595.12
3537.23
2194.47%0
282025-04-082025-04-142768508.752976700.2554355.60(1.86%)583.88
3573.52
3197.67%0
292025-03-312025-04-073016300.502755074.00-261829.42(-8.68%)603.01
1697.52
1175.51%0
302025-03-242025-03-283116698.753016903.50-100418.53(-3.22%)623.14
3623.45
2201.69%0
312025-03-172025-03-213118483.753117322.00-1784.58(-0.06%)623.07
3741.49
2211.73%0
322025-03-102025-03-142956046.253119106.75162469.45(5.50%)590.91
3745.62
2211.91%0
332025-03-032025-03-072664921.502956637.25291182.98(10.93%)532.66
3550.29
2195.66%0
342025-02-242025-02-282732723.752665454.25-67815.39(-2.48%)545.91
3198.55
2166.55%0
352025-02-172025-02-212740845.752733269.75-8124.13(-0.30%)548.04
3283.06
2173.33%0
362025-02-102025-02-142428770.252741393.75312138.08(12.86%)485.55
3292.41
2174.14%0
372025-01-242025-02-072052458.882429255.75376386.88(18.36%)409.92
2915.19
2142.93%0
382025-01-172025-01-231993656.632052868.7558813.74(2.95%)398.33
2463.96
2105.29%0
392025-01-102025-01-161906169.631994055.0087504.33(4.59%)381.05
2394.62
299.41%0
402025-01-032025-01-091951460.381906550.63-45299.86(-2.32%)390.14
2289.68
290.66%0
412024-12-262025-01-022036689.631951850.50-85246.10(-4.19%)407.01
2343.09
295.19%0
422024-12-192024-12-252034813.752037096.631876.37(0.09%)406.57
2445.10
2103.71%0
432024-12-122024-12-182110297.752035220.25-75499.15(-3.58%)421.77
2443.43
2103.52%0
442024-12-052024-12-112057430.002110719.5052878.22(2.57%)411.25
2534.51
2111.07%0
452024-11-282024-12-042037409.632057841.2520024.43(0.98%)407.29
2471.23
2105.78%0
462024-11-212024-11-272102005.002037816.88-64608.33(-3.07%)420.34
2447.96
2103.78%0
472024-11-142024-11-202167491.002102425.25-65499.27(-3.02%)433.34
2525.00
2110.24%0
482024-11-072024-11-132016107.132167924.50151414.66(7.52%)402.87
2602.50
2116.79%0
492024-10-312024-11-061992252.632016510.0023859.21(1.20%)398.26
2421.58
2101.65%0
502024-10-242024-10-301983173.001992650.889081.33(0.46%)396.49
2393.20
299.27%0
512024-10-172024-10-231925823.131983569.5057361.19(2.98%)385.09
2382.69
298.36%0
522024-10-102024-10-161972097.251926208.25-46283.25(-2.35%)394.22
2313.01
292.62%0
532024-09-262024-10-091739765.131972491.50232378.60(13.36%)347.75
2368.63
297.25%0
542024-09-192024-09-251634375.131740112.88105410.88(6.45%)326.81
2090.25
274.01%0
552024-09-102024-09-181596541.251634702.0037841.64(2.37%)319.17
1963.18
263.47%0
562024-09-032024-09-091594677.131596860.381864.54(0.12%)318.79
1917.64
259.69%0
572024-08-272024-09-021574771.001594995.8819910.37(1.27%)314.43
1913.15
259.50%0
582024-08-202024-08-261658820.501575085.50-84066.49(-5.07%)331.53
1890.96
257.51%0
592024-08-132024-08-191627064.751659152.0031762.23(1.95%)324.95
1990.61
265.92%0
602024-08-062024-08-121649306.131627389.75-22246.06(-1.35%)329.72
1954.36
262.74%0
612024-07-302024-08-051637776.501649635.8811531.87(0.70%)327.50
1981.61
264.96%0
622024-07-232024-07-291671976.001638104.00-34206.13(-2.05%)334.10
1966.31
263.81%0
632024-07-162024-07-221674437.001672310.13-2461.82(-0.15%)334.85
2008.97
267.23%0
642024-07-092024-07-151573442.001674771.88101015.50(6.43%)314.35
2010.13
267.48%0
652024-07-022024-07-081604423.251573756.38-30987.63(-1.93%)320.72
1889.81
257.38%0
662024-06-252024-07-011601978.131604744.002445.85(0.15%)320.07
1926.08
260.47%0
672024-06-182024-06-241605447.631602298.13-3470.51(-0.22%)321.00
1924.51
260.23%0
682024-06-112024-06-171596203.381605768.639246.16(0.58%)319.01
1927.88
260.58%0
692024-06-032024-06-071711779.501596522.50-115599.24(-6.76%)342.18
1917.08
259.65%0
702024-05-272024-05-311724231.001712121.75-12453.68(-0.72%)344.51
2055.02
271.21%0
712024-05-202024-05-241790995.751724575.50-66778.28(-3.73%)357.93
2070.34
272.46%0
722024-05-132024-05-171803216.751791353.75-12223.34(-0.68%)360.43
2150.92
279.14%0
732024-05-062024-05-101852801.251803577.13-49594.58(-2.68%)370.44
2166.16
280.36%0
742024-04-242024-04-301767542.751853171.7585275.78(4.83%)353.26
2224.98
285.32%0
752024-04-172024-04-231820930.881767896.00-53398.58(-2.94%)363.67
2120.94
276.79%0
762024-04-102024-04-161873925.131821294.63-53005.06(-2.83%)374.66
2187.43
282.13%0
772024-04-012024-04-091937818.251874299.75-63906.02(-3.30%)387.50
2251.48
287.43%0
782024-03-252024-03-292111587.501938205.75-173804.02(-8.23%)422.18
2327.84
293.82%0
792024-03-182024-03-222050211.502112009.7561388.24(3.00%)409.93
2536.77
2111.20%0
802024-03-112024-03-152017201.382050621.5033017.03(1.64%)403.12
2461.81
2105.06%0
812024-03-042024-03-082069844.132017604.50-52653.63(-2.54%)413.92
2423.74
2101.76%0
822024-02-262024-03-012092086.252070258.13-22246.45(-1.06%)418.38
2487.08
2107.03%0
832024-02-192024-02-232063739.502092504.5028352.54(1.37%)412.57
2512.93
2109.25%0
842024-02-022024-02-081955815.882064152.00107945.15(5.52%)391.12
2479.70
2106.42%0
852024-01-262024-02-012144357.001956206.88-188578.91(-8.80%)428.71
2349.30
295.62%0
862024-01-192024-01-252171683.502144785.75-27332.02(-1.26%)433.90
2574.20
2114.48%0
872024-01-122024-01-182275197.002172117.75-103533.99(-4.55%)454.95
2609.14
2117.21%0
882024-01-052024-01-112489125.002275651.75-213970.03(-8.61%)496.86
2728.27
2127.57%0
892023-12-282024-01-042462987.502489621.7526141.76(1.06%)492.53
2990.74
2148.96%0
902023-12-212023-12-272533058.752463480.00-70085.54(-2.77%)506.54
2959.29
2146.35%0
912023-12-142023-12-202619530.252533565.50-86488.62(-3.30%)523.60
3042.09
2153.36%0
922023-12-072023-12-132495821.752620054.00123733.93(4.97%)498.17
3141.89
2162.01%0
932023-11-302023-12-062442337.502496320.0053494.37(2.19%)488.33
2998.34
2149.63%0
942023-11-232023-11-292471047.502442825.75-28715.84(-1.16%)494.02
2933.78
2144.28%0
952023-11-162023-11-222518645.002471541.75-47606.56(-1.89%)503.38
2967.34
2147.15%0
962023-11-092023-11-152446290.502519148.2572369.22(2.96%)488.83
3024.02
2151.91%0
972023-11-022023-11-082381722.252446779.2564581.58(2.72%)475.74
2936.01
2144.68%0
982023-10-262023-11-012315450.502382197.7566285.33(2.87%)462.15
2856.42
2138.22%0
992023-10-192023-10-252403119.252315912.50-87687.03(-3.65%)480.22
2780.01
2131.59%0
1002023-10-122023-10-182450226.252403599.50-47116.80(-1.92%)489.90
2886.90
2140.36%0
1012023-09-272023-10-112408027.252450716.2542208.15(1.75%)481.14
2941.60
2145.07%0
1022023-09-202023-09-262300363.752408508.25107684.84(4.68%)459.70
2891.46
2140.85%0
1032023-09-132023-09-192358907.252300823.50-58555.13(-2.48%)471.64
2763.45
2130.08%0
1042023-09-062023-09-122301367.252359378.7557551.78(2.50%)459.80
2831.78
2135.94%0
1052023-08-302023-09-052250420.752301827.0050956.50(2.27%)449.69
2763.15
2130.18%0
1062023-08-232023-08-292312143.752250870.50-61734.99(-2.67%)461.90
2701.11
2125.09%0
1072023-08-162023-08-222420246.252312605.50-108124.75(-4.47%)483.93
2777.77
2131.26%0
1082023-08-092023-08-152482475.002420730.25-62241.21(-2.51%)496.26
2906.96
2142.07%0
1092023-08-022023-08-082452849.252482971.2529631.49(1.21%)490.40
2982.14
2148.30%0
1102023-07-262023-08-012467851.502453339.75-15004.71(-0.61%)493.09
2944.68
2145.33%0
1112023-07-192023-07-252483041.752468344.50-15193.37(-0.61%)496.34
2963.98
2146.83%0
1122023-07-122023-07-182465807.002483538.0017238.34(0.70%)492.96
2982.64
2148.35%0
1132023-07-052023-07-112513432.002466299.75-47634.83(-1.90%)502.55
2962.28
2146.63%0
1142023-06-282023-07-042537394.502513934.50-23967.08(-0.95%)506.95
3017.17
2151.39%0
1152023-06-192023-06-272774822.752537901.50-237476.18(-8.56%)554.84
3048.41
2153.79%0
1162023-06-122023-06-162967749.002775377.50-192964.61(-6.51%)593.20
3332.34
2177.54%0
1172023-06-052023-06-092978691.752968342.25-10945.18(-0.37%)595.59
3565.38
2196.83%0
1182023-05-292023-06-022895603.252979287.5083105.56(2.87%)578.81
3577.57
2197.93%0
1192023-05-222023-05-262933511.752896182.00-37916.33(-1.29%)586.55
3478.67
2189.62%0
1202023-05-152023-05-192912583.752934098.2520932.17(0.72%)582.18
3523.15
2193.41%0
1212023-05-082023-05-122913547.002913166.00-963.52(-0.03%)582.57
3499.14
2191.32%0
1222023-04-262023-05-052952646.752914129.50-39106.98(-1.33%)589.86
3497.14
2191.41%0
1232023-04-192023-04-252886529.252953236.5066130.66(2.29%)576.71
3544.58
2195.32%0
1242023-04-122023-04-182719665.752887106.00166896.71(6.14%)543.45
3465.78
2188.71%0
1252023-04-042023-04-112690148.252720209.2529523.38(1.10%)537.75
3266.50
2172.02%0
1262023-03-282023-04-032701521.752690686.00-11375.88(-0.42%)540.14
3231.74
2169.07%0
1272023-03-212023-03-272537167.252702061.75164387.76(6.49%)506.92
3243.29
2170.21%0
1282023-03-142023-03-202385051.752537674.00152145.57(6.39%)476.50
3045.82
2153.77%0
1292023-03-072023-03-132336035.252385528.5049026.45(2.10%)466.82
2863.75
2138.55%0
1302023-02-282023-03-062341551.752336502.00-5517.14(-0.24%)467.34
2801.35
2133.65%0
1312023-02-212023-02-272360284.752342019.00-18737.20(-0.79%)471.39
2809.81
2134.20%0
1322023-02-142023-02-202233957.002360756.25126352.62(5.66%)446.69
2835.72
2136.08%0
1332023-02-072023-02-132227723.002234403.756235.80(0.28%)444.81
2680.10
2123.44%0
1342023-01-312023-02-062108445.752228168.00119300.94(5.66%)421.30
2674.67
2122.82%0
1352023-01-172023-01-301827633.632108867.00280868.94(15.41%)364.57
2527.92
2110.89%0
1362023-01-102023-01-161826590.251827998.131042.71(0.06%)365.11
2194.97
282.80%0
1372023-01-032023-01-091738268.381826955.3888339.42(5.08%)347.50
2194.09
282.70%0
1382022-12-262022-12-301704054.751738616.0034220.62(2.01%)340.66
2087.93
273.86%0
1392022-12-192022-12-231786810.751704395.38-82772.65(-4.63%)357.24
2047.02
270.44%0
1402022-12-122022-12-161804223.131787168.00-17415.84(-0.97%)360.67
2146.16
278.72%0
1412022-12-052022-12-091824540.631804583.88-20321.30(-1.11%)364.66
2166.62
280.46%0
1422022-11-282022-12-021640330.751824905.25184246.76(11.24%)327.74
2190.58
282.49%0
1432022-11-212022-11-251633638.631640658.506693.19(0.41%)326.58
1970.24
264.07%0
1442022-11-142022-11-181549850.751633965.2583804.72(5.41%)309.71
1961.56
263.40%0
1452022-11-072022-11-111415856.251550160.50134021.54(9.48%)282.73
1859.75
255.02%0
1462022-10-312022-11-041310016.631416139.00105860.77(8.09%)261.69
1699.51
241.61%0
1472022-10-242022-10-281300237.881310278.259780.68(0.75%)259.77
1572.54
231.03%0
1482022-10-172022-10-211269431.001300497.6330812.88(2.43%)253.71
1561.44
230.05%0
1492022-10-102022-10-141180445.751269684.7589003.10(7.55%)235.85
1524.04
226.97%0
1502022-09-262022-09-301170078.881180681.6310368.91(0.89%)233.84
1417.46
218.07%0
1512022-09-192022-09-231193711.131170312.75-23637.04(-1.98%)238.57
1405.03
217.03%0
1522022-09-092022-09-161158754.001193949.7534964.53(3.02%)231.22
1431.27
219.39%0
1532022-09-022022-09-081123587.001158985.2535173.61(3.13%)224.62
1391.84
215.90%0
1542022-08-262022-09-011139273.751123811.63-15689.85(-1.38%)227.62
1348.81
212.38%0
1552022-08-192022-08-251187470.001139501.38-48205.75(-4.07%)237.07
1366.49
213.95%0
1562022-08-122022-08-181204707.001187707.13-17240.32(-1.43%)240.57
1424.76
218.77%0
1572022-08-052022-08-111181773.251204947.5022938.07(1.94%)236.20
1446.73
220.49%0
1582022-07-292022-08-041203775.631182009.50-22006.15(-1.83%)240.14
1416.43
218.20%0
1592022-07-222022-07-281235316.001204015.63-31547.25(-2.56%)246.87
1445.42
220.40%0
1602022-07-152022-07-211196272.631235562.8839051.10(3.27%)239.15
1483.80
223.56%0
1612022-07-082022-07-141218410.001196511.75-22141.74(-1.82%)243.47
1436.24
219.65%0
1622022-07-012022-07-071234501.631218653.50-16094.72(-1.31%)246.65
1462.64
221.87%0
1632022-06-242022-06-301141011.001234748.2593509.09(8.20%)228.16
1483.21
223.47%0
1642022-06-172022-06-231154459.751141239.13-13451.44(-1.17%)230.79
1370.49
214.12%0
1652022-06-102022-06-161086771.251154690.6367702.31(6.24%)217.13
1385.96
215.47%0
1662022-06-022022-06-091054523.381086988.3832254.24(3.06%)210.75
1305.02
28.70%0
1672022-05-262022-06-011032557.561054734.1321970.17(2.13%)206.38
1266.43
25.47%0
1682022-05-192022-05-251014203.191032763.9418358.22(1.81%)202.57
1239.19
23.28%0
1692022-05-122022-05-18999800.251014405.7514405.75(1.44%)199.75
1217.50
21.44%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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