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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 102 项
建仓 10
增持 32
减持 60
方向
标的
Δ市值
现股数(环比)
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$30.4M
1,113,582
+69%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$27.7M
959,372
-29%
增持
INTF
ISHARES TR
+$20.4M
7,877,283
+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。
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$16.7M
1,036,083
+18%
减持
SMLF
ISHARES TR
+$13.5M
3,687,675
-2%
减持
GLDM
WORLD GOLD TR
+$9.8M
1,633,683
-0%
减持
LRGF
ISHARES TR
+$7.8M
4,196,277
-2%
增持
GVI
ISHARES TR
+$6.0M
1,221,596
+2%
增持
EMGF
ISHARES INC
+$5.7M
1,754,459
+0%
增持
GSIE
GOLDMAN SACHS ETF TR
+$2.4M
942,781
+0%
增持
MTUM
ISHARES TR
+$2.3M
217,450
+1%
减持
VFMO
VANGUARD WELLINGTON FD
+$2.3M
275,788
-2%
增持
AAPL
APPLE INC
+$1.9M
74,392
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.8M
820,053
+0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.6M
31,414
+461%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.5M
355,553
+1%
减持
XBI
SPDR SER TR
+$1.3M
243,442
-1%
减持
—
LAM RESEARCH CORP
-$1.2M
4,313
-2%
减持
ORCL
ORACLE CORP
+$761.6K
30,194
-3%
减持
GLD
SPDR GOLD TR
+$749.3K
49,456
-6%
减持
MCK
MCKESSON CORP
-$673.7K
7,257
-1%
减持
QCOM
QUALCOMM INC
-$659.1K
19,721
-2%
减持
GOOG
ALPHABET INC
-$602.1K
36,366
-0%
增持
IGSB
ISHARES TR
+$588.5K
36,512
+40%
增持
GEM
GOLDMAN SACHS ETF TR
+$583.1K
237,697
+0%
减持
—
BLACKROCK INC
+$579.8K
3,667
-1%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$554.0K
38,946
+25%
减持
DLTR
DOLLAR TREE INC
-$523.7K
4,140
-46%
减持
VLUE
ISHARES TR
+$478.7K
169,143
-3%
减持
NEE
NEXTERA ENERGY INC
+$470.5K
35,812
-1%
减持
TSLA
TESLA INC
+$448.3K
7,079
-0%
减持
—
NXP SEMICONDUCTORS N V
-$420.7K
13,190
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$413.8K
12,822
+166%
建仓
CMF
ISHARES TR
+$397.7K
6,844
减持
UNH
UNITEDHEALTH GROUP INC
+$378.6K
5,533
-1%
减持
KLAC
KLA CORP
-$376.5K
5,524
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$297.7K
28,740
+1%
建仓
GEV
GE VERNOVA INC
+$272.8K
1,070
减持
MRK
MERCK & CO INC
-$253.6K
24,298
-0%
建仓
CAT
CATERPILLAR INC
+$240.5K
615
增持
VTI
VANGUARD INDEX FDS
+$237.9K
8,741
+5%
建仓
IEFA
ISHARES TR
+$230.5K
2,953
建仓
SCHH
SCHWAB STRATEGIC TR
+$227.1K
9,800
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$219.6K
355
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$211.5K
1,798
建仓
NBTB
NBT BANCORP INC
+$211.3K
4,777
建仓
DHR
DANAHER CORPORATION
+$206.6K
743
减持
SWKS
SKYWORKS SOLUTIONS INC
-$204.9K
7,351
-16%
建仓
SCHA
SCHWAB STRATEGIC TR
+$202.5K
3,932
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$187.1K
4,562
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$164.1K
4,333
-4%
增持
NVDA
NVIDIA CORPORATION
+$164.1K
11,884
+15%
增持
MSFT
MICROSOFT CORP
-$162.6K
16,158
+2%
增持
META
META PLATFORMS INC
+$156.5K
1,555
+7%
减持
IWF
ISHARES TR
-$154.2K
3,616
-13%
减持
V
VISA INC
+$153.0K
17,599
-1%
减持
CSCO
CISCO SYS INC
+$151.8K
28,938
-1%
减持
ABT
ABBOTT LABS
-$150.2K
3,388
-34%
减持
JNJ
JOHNSON & JOHNSON
+$144.9K
10,996
-2%
减持
ELV
ELEVANCE HEALTH INC
-$144.6K
1,783
-10%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$142.8K
6,531
+43%
增持
ABBV
ABBVIE INC
+$139.1K
4,052
+5%
减持
GE
GE AEROSPACE
+$120.5K
4,285
-1%
减持
GSSC
GOLDMAN SACHS ETF TR
+$110.5K
43,890
-5%
减持
COST
COSTCO WHSL CORP NEW
+$109.9K
3,148
-0%
减持
TJX
TJX COS INC NEW
+$92.1K
13,195
-0%
减持
DE
DEERE & CO
+$86.9K
2,074
-0%
减持
HON
HONEYWELL INTL INC
-$83.1K
7,112
-2%
减持
CBU
COMMUNITY FINANCIAL SYSTEM I
+$80.2K
9,245
-4%
减持
DIS
DISNEY WALT CO
-$79.7K
2,536
-22%
减持
MDLZ
MONDELEZ INTL INC
+$73.9K
15,711
-5%
减持
PEP
PEPSICO INC
+$67.0K
16,632
-1%
增持
VOT
VANGUARD INDEX FDS
+$65.1K
2,418
+6%
减持
CVX
CHEVRON CORP NEW
-$63.4K
2,658
-9%
增持
PG
PROCTER AND GAMBLE CO
+$62.6K
7,489
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$61.2K
15,355
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$61.1K
6,896
-4%
减持
RTX
RTX CORPORATION
+$59.9K
3,151
-2%
增持
—
EXXON MOBIL CORP
+$49.3K
23,420
+0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$46.4K
2,977
-0%
减持
SBIO
ALPS ETF TR
+$45.9K
18,276
-4%
增持
VO
VANGUARD INDEX FDS
+$43.0K
1,576
+2%
增持
SPTL
SPDR SER TR
+$42.6K
9,815
+10%
减持
ULTA
ULTA BEAUTY INC
-$41.3K
3,909
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$38.7K
1,661
-1%
减持
IWM
ISHARES TR
+$35.5K
2,648
-2%
减持
EMB
ISHARES TR
+$32.6K
7,632
-1%
减持
COP
CONOCOPHILLIPS
-$29.2K
2,262
-3%
增持
GOOGL
ALPHABET INC
+$29.1K
9,391
+12%
减持
NWFL
NORWOOD FINANCIAL CORP
-$27.6K
21,348
-12%
减持
IUSV
ISHARES TR
+$26.8K
5,568
-3%
减持
GSLC
GOLDMAN SACHS ETF TR
+$25.2K
79,892
-5%
增持
VBR
VANGUARD INDEX FDS
+$22.0K
1,165
+0%
减持
IEMG
ISHARES INC
+$20.1K
9,253
-3%
增持
PFE
PFIZER INC
+$13.8K
8,673
+2%
减持
STZ
CONSTELLATION BRANDS INC
-$12.4K
1,146
-4%
减持
VB
VANGUARD INDEX FDS
-$9.7K
2,337
-10%
减持
PPG
PPG INDS INC
+$8.0K
1,699
-1%
增持
AMZN
AMAZON COM INC
+$7.2K
10,124
+4%
减持
VXUS
VANGUARD STAR FDS
-$6.8K
24,270
-7%
减持
VUG
VANGUARD INDEX FDS
-$2.8K
2,203
-3%
减持
NKE
NIKE INC
+$386
4,015
-15%
