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Strategic Financial Services, Inc, 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Strategic Financial Services, Inc,
报告期 2026-03-31 · CIK 0001432539
持仓数
152
前50大市值合计
$2.03B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 96 项
建仓 5
增持 25
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$61.6M
768,150
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$36.8M
1,507,060
-25%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$23.5M
729,148
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$11.6M
3,922
-98%
减持
LRGF
ISHARES TR
+$8.2M
4,573,420
-2%
减持
INTF
ISHARES TR
-$5.1M
6,213,054
-10%
减持
SMLF
ISHARES TR
+$3.9M
3,820,806
-1%
增持
GVI
ISHARES TR
+$3.4M
819,316
+2%
减持
AAPL
APPLE INC
+$2.8M
81,089
-0%
减持
GLDM
WORLD GOLD TR
+$2.5M
1,027,760
-1%
减持
XBI
SPDR SER TR
-$2.2M
201,472
-5%
减持
PFE
PFIZER INC
-$1.6M
21,963
-55%
减持
IGSB
ISHARES TR
-$1.4M
26,393
-51%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
12,305
-32%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.3M
358,888
-8%
增持
VLUE
ISHARES TR
+$1.2M
376,140
+2%
减持
GSIE
GOLDMAN SACHS ETF TR
-$1.0M
1,072,178
-9%
清仓
UNP
UNION PAC CORP
-$967.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$856.9K
18,091
-0%
减持
MTB
M & T BK CORP
-$848.1K
19,323
-11%
减持
MTUM
ISHARES TR
-$842.5K
95,883
-1%
减持
CVS
CVS HEALTH CORP
-$793.7K
15,766
-25%
减持
PSX
PHILLIPS 66
-$758.6K
7,130
-50%
增持
SCHP
SCHWAB STRATEGIC TR
+$755.4K
389,020
+0%
增持
EMGF
ISHARES INC
+$728.5K
1,475,959
+0%
增持
SBIO
ALPS ETF TR
+$691.9K
55,537
+106%
减持
TJX
TJX COS INC NEW
-$671.1K
14,200
-37%
减持
DLTR
DOLLAR TREE INC
-$667.0K
11,200
-30%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$593.6K
32,981
+74%
减持
HON
HONEYWELL INTL INC
-$580.9K
11,082
-12%
减持
CVX
CHEVRON CORP NEW
-$518.0K
5,123
-32%
清仓
PRU
PRUDENTIAL FINL INC
-$493.2K
0
-100%
减持
GOOG
ALPHABET INC
+$489.5K
34,252
-1%
减持
—
LAM RESEARCH CORP
+$465.1K
5,268
-5%
增持
IUSV
ISHARES TR
+$457.7K
9,007
+208%
增持
VWOB
VANGUARD WHITEHALL FDS
+$434.9K
313,763
+0%
减持
SWKS
SKYWORKS SOLUTIONS INC
+$422.3K
18,960
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$410.7K
6,533
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$397.1K
21,905
-13%
减持
NEE
NEXTERA ENERGY INC
-$392.9K
39,107
-4%
减持
—
NXP SEMICONDUCTORS N V
+$379.0K
16,739
-4%
增持
VFMO
VANGUARD WELLINGTON FD
+$377.2K
259,052
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
+$370.5K
119,936
-3%
清仓
CAT
CATERPILLAR INC
-$366.8K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$360.3K
4,490
-5%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$359.6K
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$351.4K
1,265
减持
QCOM
QUALCOMM INC
+$333.2K
21,228
-2%
减持
—
BLACKROCK INC
-$332.7K
3,936
-6%
清仓
VTR
VENTAS INC
-$332.2K
0
-100%
减持
MRK
MERCK & CO INC
-$323.6K
24,486
-7%
清仓
USB
US BANCORP DEL
-$321.0K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$300.6K
1,425
减持
MCK
MCKESSON CORP
-$292.4K
8,290
-4%
减持
GEM
GOLDMAN SACHS ETF TR
+$291.3K
273,462
-1%
减持
ULTA
ULTA BEAUTY INC
-$274.1K
4,860
-22%
清仓
BDX
BECTON DICKINSON & CO
-$267.0K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$265.1K
536
-36%
减持
MDLZ
MONDELEZ INTL INC
-$248.0K
29,632
-15%
减持
JPM
JPMORGAN CHASE & CO
-$247.8K
30,145
-3%
减持
DE
DEERE & CO
-$230.4K
4,170
-8%
减持
ORCL
ORACLE CORP
+$226.6K
35,512
-6%
减持
V
VISA INC
+$226.3K
17,225
-2%
建仓
DHR
DANAHER CORPORATION
+$221.8K
880
减持
GSSC
GOLDMAN SACHS ETF TR
-$217.7K
80,760
-6%
增持
AMZN
AMAZON COM INC
+$208.0K
7,083
+14%
增持
GOOGL
ALPHABET INC
+$183.8K
8,100
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$168.6K
14,644
+25%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$131.2K
9,270
-10%
减持
PEP
PEPSICO INC
-$125.1K
18,698
-4%
减持
IWF
ISHARES TR
+$84.5K
5,470
-6%
减持
KLAC
KLA CORP
-$73.2K
7,169
-8%
增持
PSA
PUBLIC STORAGE
+$70.7K
1,945
+5%
减持
DIS
DISNEY WALT CO
+$60.7K
16,512
-10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$57.1K
3,295
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$54.3K
5,594
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$52.5K
9,725
-15%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$45.7K
11,300
+3%
减持
GE
GENERAL ELECTRIC CO
+$41.4K
3,762
-1%
增持
IWM
ISHARES TR
+$40.1K
3,055
+5%
增持
PG
PROCTER AND GAMBLE CO
+$31.3K
7,527
+5%
减持
CSCO
CISCO SYS INC
-$30.8K
35,734
-10%
增持
HD
HOME DEPOT INC
+$28.6K
1,025
+18%
减持
SPY
SPDR S&P 500 ETF TR
+$27.9K
1,842
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$27.3K
1,065
+14%
减持
VXUS
VANGUARD STAR FDS
+$25.2K
24,250
-5%
增持
ABT
ABBOTT LABS
-$24.7K
3,928
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$16.0K
7,094
+8%
增持
FLRN
SPDR SER TR
+$15.5K
23,087
+2%
增持
—
EXXON MOBIL CORP
-$15.1K
23,706
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.9K
4,299
+1%
减持
CSX
CSX CORP
-$12.8K
11,591
-0%
减持
EMB
ISHARES TR
+$11.3K
8,437
-0%
减持
COST
COSTCO WHSL CORP NEW
-$7.4K
3,741
-8%
减持
GLD
SPDR GOLD TR
-$6.7K
59,445
-7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.9K
3,030
+5%
