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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 99 项
建仓 6
增持 31
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$23.9M
395,748
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$20.6M
1,244,289
-17%
增持
SMLF
ISHARES TR
+$16.4M
3,865,656
+1%
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
LRGF
ISHARES TR
+$7.3M
4,384,695
-4%
增持
GVI
ISHARES TR
+$3.9M
870,298
+6%
增持
EMGF
ISHARES INC
+$3.3M
1,525,423
+3%
减持
INTF
ISHARES TR
+$2.7M
6,194,294
-0%
增持
VFMO
VANGUARD WELLINGTON FD
+$2.4M
263,497
+2%
增持
VLUE
ISHARES TR
+$1.8M
383,075
+2%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.6M
340,316
-5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.6M
747,374
+2%
减持
GLDM
WORLD GOLD TR
-$1.5M
1,017,835
-1%
增持
MTUM
ISHARES TR
+$1.2M
100,547
+5%
减持
AAPL
APPLE INC
+$997.3K
80,638
-1%
增持
XBI
SPDR SER TR
+$912.9K
205,237
+2%
减持
GOOG
ALPHABET INC
+$890.9K
34,215
-0%
减持
—
LAM RESEARCH CORP
+$809.8K
5,251
-0%
清仓
FLRN
SPDR SER TR
-$702.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$700.0K
30,094
-0%
减持
DIS
DISNEY WALT CO
-$686.4K
11,052
-33%
减持
GLD
SPDR GOLD TR
-$670.5K
57,489
-3%
减持
KLAC
KLA CORP
+$665.3K
7,133
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
+$616.6K
117,769
-2%
减持
ORCL
ORACLE CORP
+$605.0K
34,525
-3%
减持
MSFT
MICROSOFT CORP
+$586.1K
18,005
-0%
减持
MCK
MCKESSON CORP
+$558.6K
8,195
-1%
减持
ULTA
ULTA BEAUTY INC
-$544.7K
4,718
-3%
减持
IGSB
ISHARES TR
-$519.5K
16,223
-39%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$516.3K
791,961
+3%
减持
—
NXP SEMICONDUCTORS N V
+$454.7K
16,682
-0%
增持
SCHP
SCHWAB STRATEGIC TR
-$428.6K
393,958
+1%
减持
NEE
NEXTERA ENERGY INC
-$395.2K
38,003
-3%
增持
IUSV
ISHARES TR
+$372.7K
13,080
+45%
减持
GSSC
GOLDMAN SACHS ETF TR
-$363.9K
68,927
-15%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$358.7K
655
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$312.8K
20,877
-5%
增持
VWOB
VANGUARD WHITEHALL FDS
+$305.2K
320,875
+2%
建仓
MCD
MCDONALDS CORP
+$303.2K
1,052
减持
CVS
CVS HEALTH CORP
-$302.9K
11,645
-26%
减持
QCOM
QUALCOMM INC
-$279.6K
20,834
-2%
增持
AMZN
AMAZON COM INC
+$271.9K
7,280
+3%
减持
BKNG
BOOKING HOLDINGS INC
+$257.6K
524
-2%
增持
TSLA
TESLA INC
+$249.7K
7,094
+0%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$233.8K
18,682
-1%
增持
GOOGL
ALPHABET INC
+$231.6K
8,266
+2%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$229.6K
0
-100%
建仓
BA
BOEING CO
+$218.8K
920
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$210.0K
0
-100%
建仓
UNP
UNION PAC CORP
+$210.0K
916
建仓
CMCSA
COMCAST CORP NEW
+$200.3K
4,423
减持
DE
DEERE & CO
-$184.5K
3,525
-15%
减持
V
VISA INC
+$168.2K
16,899
-2%
减持
NVDA
NVIDIA CORPORATION
+$165.7K
1,215
-4%
减持
UNH
UNITEDHEALTH GROUP INC
+$161.7K
6,471
-1%
减持
COST
COSTCO WHSL CORP NEW
+$159.5K
3,606
-4%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$141.2K
34,078
+3%
增持
VTI
VANGUARD INDEX FDS
+$140.7K
7,817
+0%
减持
JNJ
JOHNSON & JOHNSON
+$139.5K
11,826
-4%
减持
SBIO
ALPS ETF TR
+$122.5K
54,627
-2%
减持
PFE
PFIZER INC
-$113.7K
21,829
-1%
减持
IWF
ISHARES TR
+$109.6K
5,277
-4%
增持
PG
PROCTER AND GAMBLE CO
+$102.2K
7,785
+3%
减持
TJX
TJX COS INC NEW
+$97.2K
14,033
-1%
增持
GE
GENERAL ELECTRIC CO
+$95.7K
4,059
+8%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$77.8K
11,525
+2%
减持
DLTR
DOLLAR TREE INC
-$64.9K
10,395
-7%
增持
VUG
VANGUARD INDEX FDS
+$64.1K
1,793
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$63.6K
6,490
-9%
减持
HON
HONEYWELL INTL INC
-$62.7K
10,861
-2%
增持
COP
CONOCOPHILLIPS
+$57.9K
2,337
+8%
减持
CNMD
CONMED CORP
+$57.3K
12,527
-4%
减持
PSX
PHILLIPS 66
+$53.2K
6,782
-5%
减持
—
BLACKROCK INC
+$51.7K
3,880
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$47.2K
8,475
-9%
减持
SPY
SPDR S&P 500 ETF TR
+$44.7K
1,792
-3%
减持
MTB
M & T BK CORP
+$42.5K
17,416
-10%
增持
ABT
ABBOTT LABS
+$41.1K
4,168
+6%
减持
EMB
ISHARES TR
-$37.2K
7,998
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$36.5K
15,094
+3%
减持
VB
VANGUARD INDEX FDS
+$34.5K
3,452
-1%
增持
CSCO
CISCO SYS INC
+$27.4K
35,769
+0%
减持
VXUS
VANGUARD STAR FDS
-$27.1K
23,250
-4%
增持
VO
VANGUARD INDEX FDS
+$26.1K
1,475
+4%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$23.9K
3,800
+4%
减持
ELV
ELEVANCE HEALTH INC
-$23.4K
4,434
-1%
增持
ABBV
ABBVIE INC
-$22.8K
4,638
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$22.7K
10,050
+3%
增持
CVX
CHEVRON CORP NEW
+$19.1K
5,348
+4%
减持
GSIE
GOLDMAN SACHS ETF TR
+$18.1K
1,048,934
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.4K
5,247
-6%
减持
IWM
ISHARES TR
+$13.4K
2,915
-5%
减持
MDLZ
MONDELEZ INTL INC
+$11.7K
28,152
-5%
减持
MRK
MERCK & CO INC
-$11.1K
24,448
-0%
减持
GEM
GOLDMAN SACHS ETF TR
+$9.0K
269,867
-1%
减持
PPG
PPG INDS INC
+$7.4K
1,724
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$6.3K
1,035
-3%
减持
PEP
PEPSICO INC
+$6.0K
18,560
-1%
减持
HD
HOME DEPOT INC
+$3.7K
933
-9%
增持
—
EXXON MOBIL CORP
-$2.3K
23,707
+0%
