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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 108 项
建仓 3
增持 34
减持 65
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
INTF
ISHARES TR
+$22.7M
8,657,795
+2%
增持
SMLF
ISHARES TR
-$17.1M
3,606,933
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$16.4M
2,171,286
+12%
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
GLDM
WORLD GOLD TR
+$11.0M
1,539,154
-5%
增持
LRGF
ISHARES TR
-$6.6M
3,726,234
+1%
增持
EUSA
ISHARES INC
+$5.5M
482,044
+16%
增持
EMGF
ISHARES INC
+$5.3M
1,865,472
+3%
减持
GVI
ISHARES TR
-$4.8M
298,977
-15%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.7M
856,439
+1%
增持
SPTL
SPDR SER TR
+$3.6M
321,637
+64%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.4M
1,029,788
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$3.0M
748,143
+5%
增持
VFMO
VANGUARD WELLINGTON FD
-$2.7M
269,499
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.6M
802,796
+2%
减持
AAPL
APPLE INC
-$2.5M
72,974
-2%
减持
VLUE
ISHARES TR
-$2.3M
3,500
-86%
减持
GOOG
ALPHABET INC
-$1.4M
35,697
-2%
减持
HON
HONEYWELL INTL INC
-$1.3M
1,195
-82%
减持
TSLA
TESLA INC
-$1.1M
6,617
-7%
增持
XBI
SPDR SER TR
-$1.1M
262,569
+6%
增持
GSSC
GOLDMAN SACHS ETF TR
+$998.1K
58,925
+49%
增持
MTUM
ISHARES TR
-$978.7K
221,605
+0%
减持
ORCL
ORACLE CORP
-$933.7K
27,335
-4%
减持
MSFT
MICROSOFT CORP
-$927.7K
17,095
-2%
减持
—
NXP SEMICONDUCTORS N V
-$809.3K
9,574
-24%
减持
VGLT
VANGUARD SCOTTSDALE FDS
+$785.6K
1,035,908
-3%
减持
MCK
MCKESSON CORP
+$713.3K
7,180
-1%
减持
PEP
PEPSICO INC
-$657.6K
11,102
-27%
减持
ULTA
ULTA BEAUTY INC
-$577.2K
2,519
-27%
减持
GSLC
GOLDMAN SACHS ETF TR
-$556.7K
66,917
-3%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$555.5K
0
-100%
减持
IGSB
ISHARES TR
-$507.5K
47,990
-18%
减持
GOOGL
ALPHABET INC
-$487.8K
8,591
-10%
减持
NVDA
NVIDIA CORPORATION
-$485.0K
11,286
-11%
减持
MRK
MERCK & CO INC
-$481.5K
20,621
-12%
减持
BLK
BLACKROCK INC
-$474.8K
3,392
-6%
减持
MDLZ
MONDELEZ INTL INC
-$425.2K
6,431
-55%
减持
V
VISA INC
+$417.3K
16,695
-3%
减持
GSIE
GOLDMAN SACHS ETF TR
+$403.3K
882,042
-5%
减持
GLD
SPDR GOLD TR
+$371.6K
39,826
-13%
增持
CMF
ISHARES TR
+$361.8K
13,394
+96%
建仓
SUB
ISHARES TR
+$361.4K
3,422
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$319.5K
4,315
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$300.4K
26,162
+31%
增持
AMZN
AMAZON COM INC
-$295.5K
10,356
+0%
减持
LRCX
LAM RESEARCH CORP
-$274.7K
38,800
-9%
减持
IWF
ISHARES TR
-$270.5K
3,070
-11%
增持
—
EXXON MOBIL CORP
+$255.0K
22,392
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$237.2K
450
-3%
清仓
CAT
CATERPILLAR INC
-$223.1K
0
-100%
建仓
NFLX
NETFLIX INC
+$207.0K
222
清仓
DHR
DANAHER CORPORATION
-$203.6K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$203.4K
0
-100%
清仓
PPG
PPG INDS INC
-$202.9K
0
-100%
建仓
BBH
VANECK ETF TRUST
+$202.7K
1,288
清仓
NVO
NOVO-NORDISK A S
-$201.9K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$201.2K
8,482
-3%
减持
GEM
GOLDMAN SACHS ETF TR
-$194.2K
216,057
-6%
减持
QCOM
QUALCOMM INC
-$178.4K
18,016
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$164.8K
5,467
-13%
减持
MTB
M & T BK CORP
-$163.3K
14,444
-1%
减持
JPM
JPMORGAN CHASE & CO.
-$162.3K
27,055
-5%
减持
EMB
ISHARES TR
-$161.8K
4,548
-29%
减持
JNJ
JOHNSON & JOHNSON
+$137.5K
9,289
-4%
减持
KLAC
KLA CORP
+$112.1K
5,250
-4%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$111.3K
37,092
-2%
减持
CNMD
CONMED CORP
-$105.6K
9,499
-4%
增持
VXUS
VANGUARD STAR FDS
+$104.9K
26,500
+1%
增持
COST
COSTCO WHSL CORP NEW
+$102.9K
3,116
+0%
减持
ABBV
ABBVIE INC
+$96.2K
4,084
-4%
减持
NEE
NEXTERA ENERGY INC
-$82.1K
34,977
-2%
减持
NKE
NIKE INC
-$77.3K
3,481
-12%
减持
VO
VANGUARD INDEX FDS
-$73.1K
1,290
-16%
减持
VWOB
VANGUARD WHITEHALL FDS
+$72.7K
206,172
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$69.2K
1,582
-3%
减持
UNH
UNITEDHEALTH GROUP INC
+$67.8K
5,460
-1%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$65.2K
1,150
+35%
增持
CVX
CHEVRON CORP NEW
+$60.6K
2,662
+0%
减持
ABT
ABBOTT LABS
+$57.8K
3,568
-3%
减持
IWM
ISHARES TR
-$57.7K
2,391
-1%
减持
CBU
COMMUNITY FINANCIAL SYSTEM I
-$56.5K
9,035
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$51.8K
5,000
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.6K
4,189
-7%
增持
VUG
VANGUARD INDEX FDS
+$43.5K
2,517
+16%
减持
DIS
DISNEY WALT CO
-$43.3K
3,038
-1%
减持
GEV
GE VERNOVA INC
-$41.5K
1,060
-5%
减持
KO
COCA COLA CO
+$40.0K
6,512
-5%
减持
RTX
RTX CORPORATION
-$38.0K
2,309
-22%
减持
MA
MASTERCARD INCORPORATED
+$35.7K
1,779
-0%
减持
HIG
HARTFORD INSURANCE GROUP INC
+$34.4K
2,441
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$34.4K
11,950
+4%
减持
DE
DEERE & CO
+$32.6K
1,549
-5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$29.9K
12,450
+8%
增持
WFC
WELLS FARGO CO NEW
+$28.5K
3,393
+11%
增持
HD
HOME DEPOT INC
-$28.2K
1,358
+0%
减持
LLY
ELI LILLY & CO
+$27.9K
531
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$26.8K
1,135
+10%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$25.9K
4,748
+4%
减持
PG
PROCTER AND GAMBLE CO
-$21.5K
7,353
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$17.9K
6,666
-6%
减持
META
META PLATFORMS INC
-$16.6K
1,428
-0%
增持
IEFA
ISHARES TR
+$16.2K
2,957
+0%
增持
SBIO
ALPS ETF TR
-$15.3K
19,225
+13%
增持
WMT
WALMART INC
-$14.4K
6,478
+0%
增持
VOT
VANGUARD INDEX FDS
+$8.6K
2,485
+5%
减持
ELV
ELEVANCE HEALTH INC
+$7.6K
1,254
-14%
减持
TJX
TJX COS INC NEW
+$3.2K
13,499
-1%
减持
CSCO
CISCO SYS INC
+$1.9K
25,891
-4%
