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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 115 项
建仓 5
增持 37
减持 63
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$110.7M
1,940,726
+6078%
减持
GVI
ISHARES TR
-$94.3M
350,626
-71%
建仓
EUSA
ISHARES INC
+$39.6M
415,161
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。
建仓
VTIP
VANGUARD MALVERN FDS
+$34.3M
709,332
减持
LRGF
ISHARES TR
-$24.4M
3,682,638
-12%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$23.8M
784,962
-24%
减持
VLUE
ISHARES TR
-$15.8M
25,280
-85%
减持
VWOB
VANGUARD WHITEHALL FDS
-$10.4M
208,449
-41%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$9.6M
1,064,012
-4%
增持
EMGF
ISHARES INC
-$5.3M
1,813,367
+3%
增持
SPTL
SPDR SER TR
+$4.8M
195,984
+1897%
建仓
BLK
BLACKROCK INC
+$3.7M
3,595
清仓
—
LAM RESEARCH CORP
-$3.5M
0
-100%
清仓
—
BLACKROCK INC
-$3.5M
0
-100%
减持
SMLF
ISHARES TR
-$3.4M
3,574,438
-3%
增持
INTF
ISHARES TR
-$3.3M
8,506,713
+8%
建仓
LRCX
LAM RESEARCH CORP
+$3.1M
42,855
减持
GSIE
GOLDMAN SACHS ETF TR
-$3.1M
931,059
-1%
增持
MTUM
ISHARES TR
+$1.7M
221,205
+2%
增持
XBI
SPDR SER TR
-$1.7M
248,521
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.7M
997,969
+4%
增持
AAPL
APPLE INC
+$1.4M
74,682
+0%
增持
DFIV
DIMENSIONAL ETF TRUST
-$1.2M
847,105
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.1M
68,787
-14%
增持
IGSB
ISHARES TR
+$1.1M
58,429
+60%
增持
TSLA
TESLA INC
+$1.0M
7,081
+0%
减持
GEM
GOLDMAN SACHS ETF TR
-$982.6K
230,670
-3%
减持
GLD
SPDR GOLD TR
-$916.9K
45,859
-7%
减持
GLDM
WORLD GOLD TR
-$876.9K
1,621,215
-1%
增持
GOOG
ALPHABET INC
+$865.7K
36,472
+0%
减持
VFMO
VANGUARD WELLINGTON FD
-$846.2K
264,902
-4%
减持
KLAC
KLA CORP
-$821.0K
5,486
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$738.8K
28,363
-1%
减持
V
VISA INC
+$594.8K
17,193
-2%
减持
—
NXP SEMICONDUCTORS N V
-$536.8K
12,648
-4%
清仓
IUSV
ISHARES TR
-$531.7K
0
-100%
减持
MCK
MCKESSON CORP
+$530.7K
7,227
-0%
减持
PEP
PEPSICO INC
-$506.0K
15,272
-8%
减持
NEE
NEXTERA ENERGY INC
-$465.6K
35,732
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$443.2K
5,519
-0%
减持
MRK
MERCK & CO INC
-$426.9K
23,446
-4%
减持
QCOM
QUALCOMM INC
-$407.7K
19,176
-3%
增持
MSFT
MICROSOFT CORP
+$392.4K
17,426
+8%
减持
ORCL
ORACLE CORP
-$389.7K
28,537
-5%
减持
ELV
ELEVANCE HEALTH INC
-$389.3K
1,458
-18%
增持
AMZN
AMAZON COM INC
+$379.5K
10,328
+2%
减持
JNJ
JOHNSON & JOHNSON
-$379.1K
9,701
-12%
增持
VTEB
VANGUARD MUN BD FDS
+$342.3K
19,904
+55%
减持
—
EXXON MOBIL CORP
-$337.2K
22,386
-4%
减持
BKNG
BOOKING HOLDINGS INC
+$318.0K
465
-2%
减持
GSSC
GOLDMAN SACHS ETF TR
-$304.1K
39,629
-10%
减持
MDLZ
MONDELEZ INTL INC
-$295.9K
14,424
-8%
清仓
STZ
CONSTELLATION BRANDS INC
-$295.3K
0
-100%
清仓
DLTR
DOLLAR TREE INC
-$291.1K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$279.4K
0
-100%
增持
MCD
MCDONALDS CORP
+$270.7K
1,790
+120%
增持
NVDA
NVIDIA CORPORATION
+$265.0K
12,720
+7%
增持
GOOGL
ALPHABET INC
+$258.8K
9,595
+2%
清仓
PFE
PFIZER INC
-$251.0K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$227.1K
0
-100%
清仓
BBH
VANECK ETF TRUST
-$219.7K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$219.6K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$215.0K
3,061
减持
DE
DEERE & CO
-$171.1K
1,639
-21%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$170.6K
6,264
-15%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$149.3K
4,566
-30%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$140.5K
6,257
-9%
减持
EMB
ISHARES TR
-$140.4K
6,444
-16%
减持
SBIO
ALPS ETF TR
-$118.7K
17,062
-7%
增持
DIS
DISNEY WALT CO
+$99.2K
3,082
+22%
减持
LLY
ELI LILLY & CO
-$98.7K
532
-7%
增持
GE
GE AEROSPACE
-$93.2K
4,286
+0%
增持
GEV
GE VERNOVA INC
+$92.3K
1,110
+4%
增持
WMT
WALMART INC
+$91.8K
6,454
+6%
减持
MTB
M & T BK CORP
+$91.0K
14,601
-2%
增持
TJX
TJX COS INC NEW
+$90.0K
13,583
+3%
减持
NVO
NOVO-NORDISK A S
-$83.8K
2,347
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$80.8K
1,036
+0%
减持
VTI
VANGUARD INDEX FDS
+$57.3K
8,738
-0%
减持
NKE
NIKE INC
-$56.6K
3,942
-2%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$56.1K
2,446
+36%
减持
CSCO
CISCO SYS INC
+$55.8K
26,957
-7%
减持
MA
MASTERCARD INCORPORATED
+$53.5K
1,784
-1%
减持
COST
COSTCO WHSL CORP NEW
+$53.3K
3,104
-1%
减持
IEMG
ISHARES INC
-$51.4K
9,189
-1%
减持
META
META PLATFORMS INC
-$50.5K
1,434
-8%
减持
IWM
ISHARES TR
-$50.2K
2,420
-9%
增持
KO
COCA COLA CO
+$49.6K
6,849
+31%
减持
NWFL
NORWOOD FINANCIAL CORP
-$48.9K
19,846
-7%
减持
VUG
VANGUARD INDEX FDS
+$44.0K
2,168
-2%
减持
HON
HONEYWELL INTL INC
+$43.1K
6,699
-6%
减持
HD
HOME DEPOT INC
-$42.2K
1,352
-4%
减持
CNMD
CONMED CORP
-$41.7K
9,924
-1%
增持
ABBV
ABBVIE INC
-$40.7K
4,274
+5%
减持
RTX
RTX CORPORATION
-$38.0K
2,971
-6%
减持
SO
SOUTHERN CO
-$34.7K
2,689
-5%
增持
VXUS
VANGUARD STAR FDS
-$30.5K
26,145
+8%
增持
ABT
ABBOTT LABS
+$29.2K
3,673
+8%
增持
ITW
ILLINOIS TOOL WKS INC
+$27.0K
1,446
+12%
减持
VB
VANGUARD INDEX FDS
-$24.1K
2,207
-6%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$23.1K
37,787
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$22.8K
7,113
+4%
增持
PG
PROCTER AND GAMBLE CO
-$22.4K
7,603
+2%
减持
IWF
ISHARES TR
+$21.7K
3,434
-5%
减持
ULTA
ULTA BEAUTY INC
-$20.6K
3,450
-12%
增持
—
CHUBB LIMITED
+$18.5K
2,050
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$17.6K
4,508
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$15.7K
4,365
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$14.8K
5,023
+0%
减持
VOT
VANGUARD INDEX FDS
+$10.6K
2,362
-2%
减持
VO
VANGUARD INDEX FDS
-$9.0K
1,540
-2%
减持
CVX
CHEVRON CORP NEW
-$6.7K
2,656
-0%
增持
DHR
DANAHER CORPORATION
-$3.0K
887
+19%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1K
1,628
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$865
7,864
+100%
