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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10月13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
12025-09-292025-10-13 开盘3064997.003029048.00-36561.27(-1.19%)612.28
3634.93
2202.90%0
22025-09-222025-09-263019121.503065609.2545884.18(1.52%)603.52
3681.31
2206.56%0
32025-09-152025-09-193096512.253019725.00-77406.22(-2.50%)619.14
3627.06
2201.97%0
42025-09-082025-09-123062897.503097131.2533621.14(1.10%)612.48
3720.42
2209.71%0
52025-09-012025-09-053216037.753063510.00-153170.86(-4.76%)643.06
3679.72
2206.35%0
62025-08-252025-08-293283047.253216681.00-67022.82(-2.04%)656.40
3863.42
2221.67%0
72025-08-182025-08-223193685.753283703.7589379.76(2.80%)638.22
3942.08
2228.37%0
82025-08-112025-08-153238721.003194324.00-45044.57(-1.39%)647.59
3836.86
2219.43%0
92025-08-042025-08-083203056.253239368.7535671.90(1.11%)640.56
3891.61
2223.94%0
102025-07-282025-08-013309871.753203696.75-106836.77(-3.23%)661.79
3847.94
2220.37%0
112025-07-212025-07-253326065.253310533.50-16196.90(-0.49%)664.96
3975.90
2231.05%0
122025-07-142025-07-183299627.503326730.2526442.95(0.80%)659.69
3995.47
2232.67%0
132025-07-072025-07-113190590.003300287.25109059.51(3.42%)637.72
3962.70
2230.03%0
142025-06-302025-07-043164589.753191227.7526004.97(0.82%)632.91
3834.02
2219.12%0
152025-06-232025-06-273051219.003165222.75113394.15(3.72%)609.77
3799.96
2216.52%0
162025-06-162025-06-203056260.253051828.75-5042.38(-0.17%)610.74
3663.54
2205.18%0
172025-06-092025-06-133027085.003056871.0029180.85(0.96%)605.00
3670.16
2205.69%0
182025-05-302025-06-063003248.003027690.0023841.68(0.79%)600.49
3636.66
2202.77%0
192025-05-232025-05-293072425.253003848.50-69190.75(-2.25%)614.11
3606.67
2200.38%0
202025-05-162025-05-223025735.503073039.2546698.97(1.54%)604.85
3690.31
2207.30%0
212025-05-092025-05-153088052.253026340.25-62328.95(-2.02%)616.94
3631.93
2202.63%0
222025-04-292025-05-082934339.253088669.25153743.13(5.24%)586.74
3710.11
2208.87%0
232025-04-222025-04-282950243.002934926.00-15906.66(-0.54%)589.70
3524.03
2193.49%0
242025-04-152025-04-212982312.002950832.75-32075.24(-1.08%)596.11
3543.15
2195.08%0
252025-04-082025-04-142774271.252982908.0054475.29(1.86%)585.19
3581.52
3198.29%0
262025-03-312025-04-073022520.252760808.50-262315.86(-8.68%)604.07
1699.91
1176.08%0
272025-03-242025-03-283123103.503023124.25-100603.52(-3.22%)624.17
3629.41
2202.31%0
282025-03-172025-03-213124968.253123727.75-1865.11(-0.06%)624.58
3750.50
2212.37%0
292025-03-102025-03-142962118.753125593.00162882.10(5.50%)592.17
3753.71
2212.56%0
302025-03-032025-03-072670766.252962711.00291411.27(10.93%)533.44
3555.22
2196.27%0
312025-02-242025-02-282738744.752671299.75-67992.24(-2.48%)547.34
3206.96
2167.13%0
322025-02-172025-02-212746886.502739292.00-8143.79(-0.30%)549.28
3290.49
2173.93%0
332025-02-102025-02-142434062.002747435.75312887.08(12.86%)486.71
3300.25
2174.74%0
342025-01-242025-02-072056733.252434548.75377404.74(18.37%)410.91
2922.34
2143.45%0
352025-01-172025-01-231997786.132057144.1358958.60(2.95%)399.32
2470.11
2105.71%0
362025-01-102025-01-161910105.381998185.5087698.21(4.59%)381.89
2399.90
299.82%0
372025-01-032025-01-091955502.001910487.25-45405.77(-2.32%)391.00
2294.73
291.05%0
382024-12-262025-01-022040810.751955893.00-85325.10(-4.19%)407.46
2345.65
295.59%0
392024-12-192024-12-252038928.882041218.131881.73(0.09%)407.52
2450.80
2104.12%0
402024-12-122024-12-182114546.002039336.38-75632.10(-3.58%)422.50
2447.66
2103.93%0
412024-12-052024-12-112061565.752114968.5052990.45(2.57%)412.20
2540.33
2111.50%0
422024-11-282024-12-042041499.002061978.0020070.73(0.98%)408.24
2476.98
2106.20%0
432024-11-212024-11-272106199.252041907.25-64712.93(-3.07%)421.02
2451.89
2104.19%0
442024-11-142024-11-202171817.252106620.25-65630.95(-3.02%)434.17
2529.85
2110.66%0
452024-11-072024-11-132019991.882172251.25151855.52(7.52%)403.81
2608.69
2117.23%0
462024-10-312024-11-061996355.132020395.7523641.51(1.18%)399.11
2426.42
2102.04%0
472024-10-242024-10-301987262.881996754.259093.89(0.46%)397.41
2398.72
299.68%0
482024-10-172024-10-231929809.381987660.3857465.24(2.98%)385.78
2386.96
298.77%0
492024-10-102024-10-161976180.381930195.13-46380.49(-2.35%)395.12
2318.35
293.02%0
502024-09-262024-10-091743356.251976575.63232870.92(13.37%)348.48
2373.58
297.66%0
512024-09-192024-09-251637754.251743704.75105622.99(6.45%)327.47
2094.47
274.37%0
522024-09-102024-09-181599826.501638081.7537935.36(2.37%)319.91
1967.72
263.81%0
532024-09-032024-09-091597958.381600146.381868.49(0.12%)319.51
1921.97
260.01%0
542024-08-272024-09-021577997.381598277.8819965.27(1.27%)315.29
1918.40
259.83%0
552024-08-202024-08-261662255.001578312.63-84274.62(-5.07%)332.30
1895.32
257.83%0
562024-08-132024-08-191630439.631662587.2531821.79(1.95%)325.83
1995.98
266.26%0
572024-08-062024-08-121652740.631630765.50-22305.57(-1.35%)330.52
1959.07
263.08%0
582024-07-302024-08-051641186.881653071.1311556.14(0.70%)328.17
1985.66
265.31%0
592024-07-232024-07-291675452.381641515.00-34272.20(-2.05%)334.82
1970.56
264.15%0
602024-07-162024-07-221677915.881675787.13-2464.21(-0.15%)335.48
2012.73
267.58%0
612024-07-092024-07-151576903.501678251.38101033.25(6.42%)314.67
2012.06
267.83%0
622024-07-022024-07-081607952.131577218.13-31055.45(-1.93%)321.42
1893.93
257.72%0
632024-06-252024-07-011605496.631608273.632455.90(0.15%)321.06
1932.04
260.83%0
642024-06-182024-06-241608976.381605817.75-3480.44(-0.22%)321.70
1928.74
260.58%0
652024-06-112024-06-171599712.001609298.139266.52(0.58%)319.67
1931.86
260.93%0
662024-06-032024-06-071714380.751600031.63-114691.86(-6.69%)342.70
1921.27
260.00%0
672024-05-272024-05-311726849.751714723.50-12471.13(-0.72%)344.98
2057.80
271.47%0
682024-05-202024-05-241793223.381727194.63-66387.30(-3.70%)358.43
2073.85
272.72%0
692024-05-132024-05-171805455.751793581.88-12234.76(-0.68%)360.92
2153.84
279.36%0
702024-05-062024-05-101855106.251805816.63-49660.39(-2.68%)370.85
2168.55
280.58%0
712024-04-242024-04-301769729.001855477.0085394.24(4.83%)353.74
2228.04
285.55%0
722024-04-172024-04-231823301.001770082.75-53582.80(-2.94%)364.45
2125.38
277.01%0
732024-04-102024-04-161876328.131823665.50-53037.55(-2.83%)375.02
2189.56
282.37%0
742024-04-012024-04-091939835.751876703.13-63520.53(-3.27%)387.92
2254.49
287.67%0
752024-03-252024-03-292113654.751940223.63-173853.65(-8.23%)422.42
2329.23
294.02%0
762024-03-182024-03-222052230.252114077.2561436.54(2.99%)410.30
2539.09
2111.41%0
772024-03-112024-03-152019215.882052640.6333021.39(1.64%)403.36
2463.21
2105.26%0
782024-03-042024-03-082071900.132019619.25-52695.20(-2.54%)414.29
2425.93
2101.96%0
792024-02-262024-03-012094171.632072314.50-22275.91(-1.06%)418.74
2489.19
2107.23%0
802024-02-192024-02-232065806.252094590.3828371.08(1.37%)413.06
2515.89
2109.46%0
812024-02-022024-02-081957883.252066219.38107945.15(5.52%)391.12
2479.70
2106.62%0
822024-01-262024-02-012145342.501958274.25-187497.18(-8.74%)428.98
2352.22
295.83%0
832024-01-192024-01-252172094.502145771.50-26756.86(-1.23%)433.91
2574.95
2114.58%0
842024-01-122024-01-182275175.502172528.50-103101.80(-4.53%)454.85
2609.04
2117.25%0
852024-01-052024-01-112489103.502275630.25-213970.03(-8.61%)496.86
2728.27
2127.56%0
862023-12-282024-01-042463193.502489600.2525914.27(1.05%)492.51
2990.34
2148.96%0
872023-12-212023-12-272533264.752463686.00-70085.54(-2.77%)506.54
2959.29
2146.37%0
882023-12-142023-12-202619736.252533771.50-86488.62(-3.30%)523.60
3042.09
2153.38%0
892023-12-072023-12-132496027.752620260.00123733.93(4.97%)498.17
3141.89
2162.03%0
902023-11-302023-12-062442957.502496526.0053080.06(2.17%)488.44
2998.52
2149.65%0
912023-11-232023-11-292471578.252443446.00-28626.39(-1.16%)494.08
2934.27
2144.34%0
922023-11-162023-11-222519175.752472072.50-47606.56(-1.89%)503.38
2967.34
2147.21%0
932023-11-092023-11-152446821.252519679.0072369.22(2.96%)488.83
3024.02
2151.97%0
942023-11-022023-11-082382253.002447310.0064581.58(2.72%)475.74
2936.01
2144.73%0
952023-10-262023-11-012316761.002382728.5065505.44(2.83%)462.28
2856.27
2138.27%0
962023-10-192023-10-252404542.502317223.25-87800.07(-3.65%)480.76
2783.12
2131.72%0
972023-10-122023-10-182451485.752405023.25-46952.57(-1.92%)490.14
2888.53
2140.50%0
982023-09-272023-10-112409286.752451975.7542208.15(1.75%)481.14
2941.60
2145.20%0
992023-09-202023-09-262301582.252409767.75107725.67(4.69%)459.86
2892.47
2140.98%0
1002023-09-132023-09-192360157.002302042.00-58586.75(-2.48%)471.88
2764.84
2130.20%0
1012023-09-062023-09-122302617.252360628.7557551.78(2.50%)459.80
2831.78
2136.06%0
1022023-08-302023-09-052251593.502303077.0051033.54(2.27%)450.14
2765.96
2130.31%0
1032023-08-232023-08-292313407.002252043.50-61826.04(-2.67%)462.49
2704.57
2125.20%0
1042023-08-162023-08-222421566.752313869.50-108181.46(-4.47%)484.19
2779.22
2131.39%0
1052023-08-092023-08-152483837.002422051.00-62282.42(-2.51%)496.58
2908.85
2142.21%0
1062023-08-022023-08-082454211.502484333.5029631.49(1.21%)490.40
2982.14
2148.43%0
1072023-07-262023-08-012469230.002454702.00-15021.27(-0.61%)493.32
2946.02
2145.47%0
1082023-07-192023-07-252484454.002469723.25-15227.50(-0.61%)496.80
2966.66
2146.97%0
1092023-07-122023-07-182467186.252484950.7517271.14(0.70%)493.43
2985.46
2148.50%0
1102023-07-052023-07-112514636.252467679.50-47459.54(-1.89%)502.77
2963.85
2146.77%0
1112023-06-282023-07-042538536.252515139.00-23904.55(-0.94%)507.29
3019.30
2151.51%0
1122023-06-192023-06-272776079.252539043.50-237590.83(-8.56%)555.10
3049.80
2153.90%0
1132023-06-122023-06-162969165.252776634.25-193124.82(-6.51%)593.68
3335.06
2177.66%0
1142023-06-052023-06-092980107.752969759.00-10944.34(-0.37%)595.69
3566.03
2196.98%0
1152023-05-292023-06-022897659.002980703.5082465.38(2.85%)578.96
3577.70
2198.07%0
1162023-05-222023-05-262935616.502898238.00-37965.78(-1.29%)587.06
3481.70
2189.82%0
1172023-05-152023-05-192914663.002936203.7520957.92(0.72%)582.72
3526.38
2193.62%0
1182023-05-082023-05-122915627.502915245.75-964.69(-0.03%)583.02
3501.86
2191.52%0
1192023-04-262023-05-052954950.252916210.50-39330.60(-1.33%)590.84
3502.77
2191.62%0
1202023-04-192023-04-252888781.752955541.0066181.85(2.29%)577.53
3549.57
2195.55%0
1212023-04-122023-04-182722190.002889359.25166625.00(6.12%)544.31
3470.64
2188.94%0
1222023-04-042023-04-112692628.502722734.2529567.19(1.10%)538.47
3270.88
2172.27%0
1232023-03-282023-04-032703758.002693167.00-11131.41(-0.41%)540.62
3234.88
2169.32%0
1242023-03-212023-03-272539074.752704298.50164716.22(6.49%)507.65
3248.09
2170.43%0
1252023-03-142023-03-202386960.002539582.25152145.57(6.39%)476.50
3045.82
2153.96%0
1262023-03-072023-03-132337943.752387436.7549025.86(2.10%)467.05
2865.12
2138.74%0
1272023-02-282023-03-062343417.752338410.75-5474.75(-0.23%)467.56
2802.74
2133.84%0
1282023-02-212023-02-272362156.502343885.50-18743.33(-0.79%)472.27
2815.06
2134.39%0
1292023-02-142023-02-202235730.502362628.75126451.24(5.66%)447.02
2837.78
2136.26%0
1302023-02-072023-02-132229511.752236177.506220.62(0.28%)444.98
2681.12
2123.62%0
1312023-01-312023-02-062110153.752229956.75119381.47(5.66%)421.72
2677.31
2123.00%0
1322023-01-172023-01-301828634.882110575.25281574.64(15.40%)365.62
2535.08
2111.06%0
1332023-01-102023-01-161827528.501829000.501106.94(0.06%)365.21
2195.65
282.90%0
1342023-01-032023-01-091739139.251827893.6388406.56(5.08%)347.76
2195.69
282.79%0
1352022-12-262022-12-301704932.501739487.0034213.84(2.01%)340.77
2088.60
273.95%0
1362022-12-192022-12-231787234.501705273.25-82318.50(-4.61%)357.29
2047.82
270.53%0
1372022-12-122022-12-161804654.631787591.75-17423.56(-0.97%)360.78
2146.77
278.76%0
1382022-12-052022-12-091824978.381805015.38-20327.81(-1.11%)364.73
2167.05
280.50%0
1392022-11-282022-12-021640592.001825343.13184423.12(11.25%)327.95
2192.01
282.53%0
1402022-11-212022-11-251633900.131640920.006693.19(0.41%)326.58
1970.24
264.09%0
1412022-11-142022-11-181550112.251634226.7583804.72(5.41%)309.71
1961.56
263.42%0
1422022-11-072022-11-111415895.501550422.00134243.49(9.49%)282.98
1861.55
255.04%0
1432022-10-312022-11-041310056.131416178.50105860.77(8.09%)261.69
1699.51
241.62%0
1442022-10-242022-10-281300277.381310317.759780.68(0.75%)259.77
1572.54
231.03%0
1452022-10-172022-10-211269450.251300537.1330832.95(2.43%)253.84
1562.24
230.05%0
1462022-10-102022-10-141180465.131269704.1389003.10(7.55%)235.85
1524.04
226.97%0
1472022-09-262022-09-301170098.251180701.0010368.91(0.89%)233.84
1417.46
218.07%0
1482022-09-192022-09-231193730.501170332.13-23637.04(-1.98%)238.57
1405.03
217.03%0
1492022-09-092022-09-161158773.381193969.1334964.53(3.02%)231.22
1431.27
219.40%0
1502022-09-022022-09-081123606.381159004.6335173.61(3.13%)224.62
1391.84
215.90%0
1512022-08-262022-09-011139293.131123831.00-15689.85(-1.38%)227.62
1348.81
212.38%0
1522022-08-192022-08-251187489.381139520.75-48205.75(-4.07%)237.07
1366.49
213.95%0
1532022-08-122022-08-181204726.381187726.50-17240.32(-1.43%)240.57
1424.76
218.77%0
1542022-08-052022-08-111181792.631204966.8822938.07(1.94%)236.20
1446.73
220.50%0
1552022-07-292022-08-041203795.001182028.88-22006.15(-1.83%)240.14
1416.43
218.20%0
1562022-07-222022-07-281235335.381204035.00-31547.25(-2.56%)246.87
1445.42
220.40%0
1572022-07-152022-07-211196292.001235582.2539051.10(3.27%)239.15
1483.80
223.56%0
1582022-07-082022-07-141218429.381196531.13-22141.74(-1.82%)243.47
1436.24
219.65%0
1592022-07-012022-07-071234521.001218672.88-16094.72(-1.31%)246.65
1462.64
221.87%0
1602022-06-242022-06-301141030.381234767.6393509.09(8.20%)228.16
1483.21
223.48%0
1612022-06-172022-06-231154479.131141258.50-13451.44(-1.17%)230.79
1370.49
214.13%0
1622022-06-102022-06-161086790.631154710.0067702.31(6.24%)217.13
1385.96
215.47%0
1632022-06-022022-06-091054523.251087007.7532273.70(3.06%)210.82
1305.48
28.70%0
1642022-05-262022-06-011032557.561054734.1321970.17(2.13%)206.38
1266.43
25.47%0
1652022-05-192022-05-251014203.191032763.9418358.22(1.81%)202.57
1239.19
23.28%0
1662022-05-122022-05-18999800.251014405.7514405.75(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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