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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 108 项
建仓 12
增持 37
减持 52
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MTUM
ISHARES TR
+$21.8M
214,248
+102%
减持
SMLF
ISHARES TR
-$21.5M
3,776,600
-5%
增持
INTF
ISHARES TR
+$18.6M
7,773,943
+11%
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
VLUE
ISHARES TR
-$16.1M
173,639
-45%
减持
LRGF
ISHARES TR
+$7.4M
4,288,388
-0%
增持
EMGF
ISHARES INC
+$5.4M
1,749,678
+2%
增持
GVI
ISHARES TR
+$4.6M
1,203,463
+4%
增持
GLDM
WORLD GOLD TR
+$4.0M
1,634,759
+1%
减持
AAPL
APPLE INC
+$2.3M
73,426
-4%
减持
GSIE
GOLDMAN SACHS ETF TR
-$1.7M
941,114
-3%
增持
GOOG
ALPHABET INC
+$1.7M
36,431
+11%
增持
QCOM
QUALCOMM INC
+$911.8K
20,146
+10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$866.5K
877,153
+2%
建仓
MA
MASTERCARD INCORPORATED
+$791.4K
1,794
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$737.6K
1,344,664
+1%
减持
ULTA
ULTA BEAUTY INC
-$608.6K
4,049
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$569.1K
4,499
+50%
增持
AMZN
AMAZON COM INC
+$557.0K
9,724
+33%
减持
GSSC
GOLDMAN SACHS ETF TR
-$556.9K
46,298
-13%
建仓
LLY
ELI LILLY & CO
+$520.6K
575
建仓
—
CHUBB LIMITED
+$484.7K
1,900
建仓
SCHW
SCHWAB CHARLES CORP
+$455.7K
6,184
减持
KLAC
KLA CORP
+$416.1K
5,645
-7%
增持
META
META PLATFORMS INC
+$415.6K
1,455
+122%
建仓
WMT
WALMART INC
+$411.9K
6,084
减持
GLD
SPDR GOLD TR
-$399.2K
52,423
-8%
减持
ORCL
ORACLE CORP
+$390.4K
31,044
-2%
减持
MSFT
MICROSOFT CORP
+$384.0K
15,919
-1%
减持
IUSV
ISHARES TR
-$378.1K
5,729
-41%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$374.4K
8,735
-28%
减持
COST
COSTCO WHSL CORP NEW
+$315.2K
3,154
-2%
建仓
STZ
CONSTELLATION BRANDS INC
+$307.7K
1,196
减持
SPTL
SPDR SER TR
-$297.3K
8,917
-54%
增持
VUG
VANGUARD INDEX FDS
+$276.2K
2,269
+36%
建仓
TRV
TRAVELERS COMPANIES INC
+$270.8K
1,332
清仓
INTC
INTEL CORP
-$268.5K
0
-100%
增持
VFMO
VANGUARD WELLINGTON FD
+$263.4K
280,386
+1%
增持
NEE
NEXTERA ENERGY INC
+$255.5K
36,107
+0%
减持
PEP
PEPSICO INC
-$254.3K
16,742
-3%
清仓
SCHP
SCHWAB STRATEGIC TR
-$243.5K
0
-100%
减持
—
LAM RESEARCH CORP
+$243.2K
4,409
-4%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$235.9K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$233.0K
2,990
增持
V
VISA INC
+$230.9K
17,853
+12%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$227.4K
660,800
+3%
清仓
CAT
CATERPILLAR INC
-$225.4K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$224.6K
0
-100%
建仓
SO
SOUTHERN CO
+$220.2K
2,839
增持
DFIV
DIMENSIONAL ETF TRUST
-$217.8K
819,871
+2%
建仓
VBR
VANGUARD INDEX FDS
+$211.8K
1,160
减持
—
BLACKROCK INC
-$211.0K
3,686
-1%
减持
—
NXP SEMICONDUCTORS N V
+$209.3K
13,328
-2%
建仓
EDV
VANGUARD WORLD FD
+$209.2K
2,850
减持
GSLC
GOLDMAN SACHS ETF TR
-$208.8K
84,131
-5%
建仓
BBH
VANECK ETF TRUST
+$208.5K
1,238
增持
NVDA
NVIDIA CORPORATION
+$206.6K
10,354
+772%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$206.3K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$203.3K
0
-100%
增持
XBI
SPDR SER TR
+$191.2K
245,151
+3%
减持
CNMD
CONMED CORP
-$187.9K
10,024
-9%
减持
VB
VANGUARD INDEX FDS
-$187.3K
2,587
-21%
增持
VTI
VANGUARD INDEX FDS
+$182.8K
8,363
+6%
减持
PFE
PFIZER INC
-$179.8K
8,478
-44%
增持
VXUS
VANGUARD STAR FDS
+$175.4K
26,170
+13%
减持
GEM
GOLDMAN SACHS ETF TR
-$171.2K
237,603
-6%
减持
CSCO
CISCO SYS INC
-$157.2K
29,220
-6%
增持
DLTR
DOLLAR TREE INC
-$155.4K
7,632
+5%
增持
ABT
ABBOTT LABS
+$148.6K
5,163
+51%
增持
HD
HOME DEPOT INC
+$147.7K
1,402
+61%
减持
MCK
MCKESSON CORP
+$146.8K
7,297
-5%
增持
IWM
ISHARES TR
+$143.5K
2,708
+40%
减持
PSX
PHILLIPS 66
-$141.1K
5,995
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$130.8K
28,490
+1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$128.8K
5,603
-28%
减持
MDLZ
MONDELEZ INTL INC
-$119.5K
16,558
-4%
减持
HON
HONEYWELL INTL INC
-$109.4K
7,274
-10%
减持
RTX
RTX CORPORATION
-$109.4K
3,206
-27%
减持
BKNG
BOOKING HOLDINGS INC
+$107.0K
473
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$105.0K
4,750
-2%
减持
TJX
TJX COS INC NEW
+$104.9K
13,250
-1%
减持
DE
DEERE & CO
-$104.0K
2,084
-3%
减持
NWFL
NORWOOD FINANCIAL CORP
-$85.3K
24,284
-6%
减持
ABBV
ABBVIE INC
-$76.8K
3,854
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$75.6K
5,609
-5%
减持
KO
COCA COLA CO
-$72.7K
5,244
-21%
增持
GE
GE AEROSPACE
-$70.4K
4,325
+0%
增持
DIS
DISNEY WALT CO
-$51.2K
3,259
+6%
增持
JNJ
JOHNSON & JOHNSON
-$47.1K
11,201
+5%
减持
IWF
ISHARES TR
+$42.4K
4,147
-5%
增持
SBIO
ALPS ETF TR
-$38.5K
18,950
+0%
增持
MRK
MERCK & CO INC
-$36.7K
24,337
+5%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$30.6K
31,175
-3%
增持
PG
PROCTER AND GAMBLE CO
+$28.8K
7,486
+1%
减持
MTB
M & T BK CORP
-$27.6K
14,901
-5%
增持
IEMG
ISHARES INC
+$27.3K
9,548
+2%
减持
—
EXXON MOBIL CORP
-$26.7K
23,419
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$22.6K
5,000
+4900%
减持
SPY
SPDR S&P 500 ETF TR
+$22.5K
1,680
-1%
减持
NVO
NOVO-NORDISK A S
+$21.2K
2,399
-4%
减持
EMB
ISHARES TR
-$19.0K
7,703
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$18.9K
15,169
-1%
增持
WM
WASTE MGMT INC DEL
+$10.9K
1,413
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$10.5K
7,147
-1%
减持
—
ASML HOLDING N V
+$8.7K
352
-3%
减持
ELV
ELEVANCE HEALTH INC
-$8.3K
1,978
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.4K
6,841
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.3K
4,581
-2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.9K
351,702
+2%
