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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 110 项
建仓 9
增持 43
减持 54
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SMLF
ISHARES TR
+$30.2M
3,744,652
+4%
增持
LRGF
ISHARES TR
+$29.4M
3,821,219
+3%
减持
INTF
ISHARES TR
+$26.5M
8,575,507
-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。
建仓
SIZE
ISHARES TR
+$16.0M
103,600
减持
EUSA
ISHARES INC
-$11.3M
340,661
-29%
增持
EMGF
ISHARES INC
+$10.4M
1,875,777
+1%
减持
MTUM
ISHARES TR
+$7.9M
219,357
-1%
增持
VFMO
VANGUARD WELLINGTON FD
+$7.3M
279,497
+4%
减持
SPTL
SPDR SERIES TRUST
-$6.8M
74,354
-77%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$6.2M
1,174,478
+13%
增持
GSIE
GOLDMAN SACHS ETF TR
+$6.2M
949,667
+8%
增持
GSLC
GOLDMAN SACHS ETF TR
+$5.2M
103,768
+55%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.8M
2,237,058
+3%
减持
GLDM
WORLD GOLD TR
-$4.2M
1,389,765
-10%
增持
GSSC
GOLDMAN SACHS ETF TR
+$3.5M
105,706
+79%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.0M
857,647
+0%
减持
GLD
SPDR GOLD TR
-$2.8M
28,582
-28%
增持
MSFT
MICROSOFT CORP
+$2.2M
17,294
+1%
增持
XBI
SPDR SERIES TRUST
+$2.0M
281,347
+7%
增持
GEM
GOLDMAN SACHS ETF TR
+$2.0M
245,844
+14%
减持
ORCL
ORACLE CORP
+$2.0M
26,450
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.5M
809,113
+1%
减持
AAPL
APPLE INC
-$1.4M
72,094
-1%
减持
GVI
ISHARES TR
-$1.4M
284,170
-5%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$1.3M
52,613
+42%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.2M
1,037,924
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
5,580
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
26,520
-2%
增持
GE
GE AEROSPACE
+$1.1M
7,416
+73%
减持
KLAC
KLA CORP
+$1.0M
5,152
-2%
增持
LRCX
LAM RESEARCH CORP
+$958.7K
38,827
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$798.0K
758,511
+1%
清仓
CMF
ISHARES TR
-$753.8K
0
-100%
减持
GOOG
ALPHABET INC
+$677.8K
35,260
-1%
增持
GEV
GE VERNOVA INC
+$665.9K
1,870
+76%
增持
SBIO
ALPS ETF TR
+$595.4K
38,032
+98%
增持
NVDA
NVIDIA CORPORATION
+$571.1K
11,357
+1%
减持
IGSB
ISHARES TR
-$497.4K
38,207
-20%
建仓
AVGO
BROADCOM INC
+$464.2K
1,684
减持
BKNG
BOOKING HOLDINGS INC
+$462.6K
438
-3%
增持
TSLA
TESLA INC
+$450.3K
6,816
+3%
增持
VWOB
VANGUARD WHITEHALL FDS
+$423.3K
209,022
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$407.7K
18,162
-31%
建仓
MUB
ISHARES TR
+$391.8K
3,750
减持
—
EXXON MOBIL CORP
-$388.0K
21,105
-6%
建仓
AMGN
AMGEN INC
+$339.8K
1,217
增持
AMZN
AMAZON COM INC
+$334.6K
10,506
+1%
减持
BLK
BLACKROCK INC
+$325.5K
3,370
-1%
增持
SUB
ISHARES TR
+$318.4K
6,392
+87%
减持
MCK
MCKESSON CORP
+$263.0K
6,953
-3%
减持
MRK
MERCK & CO INC
-$251.0K
20,211
-2%
减持
IWM
ISHARES TR
-$244.1K
1,079
-55%
建仓
COIN
COINBASE GLOBAL INC
+$236.6K
675
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$220.0K
14,035
+13%
增持
GOOGL
ALPHABET INC
+$211.9K
8,741
+2%
减持
VTI
VANGUARD INDEX FDS
+$211.5K
8,366
-1%
建仓
COF
CAPITAL ONE FINL CORP
+$211.3K
993
清仓
SCHH
SCHWAB STRATEGIC TR
-$210.8K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$208.7K
1,531
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$206.8K
4,235
+1%
建仓
UNP
UNION PAC CORP
+$206.2K
896
清仓
NBTB
NBT BANCORP INC
-$204.9K
0
-100%
清仓
BBH
VANECK ETF TRUST
-$202.7K
0
-100%
建仓
CAT
CATERPILLAR INC
+$202.6K
522
减持
CSCO
CISCO SYS INC
+$177.6K
25,589
-1%
减持
—
NXP SEMICONDUCTORS N V
-$176.2K
7,522
-21%
增持
PEP
PEPSICO INC
-$164.1K
11,364
+2%
减持
MTB
M & T BK CORP
+$161.0K
14,139
-2%
减持
PG
PROCTER AND GAMBLE CO
-$134.0K
7,024
-4%
减持
ULTA
ULTA BEAUTY INC
+$133.5K
2,259
-10%
减持
IWF
ISHARES TR
+$129.1K
2,915
-5%
减持
GS
GOLDMAN SACHS GROUP INC
+$117.4K
1,042
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$112.1K
4,500
+4%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$108.3K
1,425
+24%
增持
JNJ
JOHNSON & JOHNSON
-$98.1K
9,443
+2%
减持
MDLZ
MONDELEZ INTL INC
-$95.7K
5,051
-21%
减持
COST
COSTCO WHSL CORP NEW
+$93.1K
3,071
-1%
增持
RTX
RTX CORPORATION
+$91.0K
2,718
+18%
减持
VUG
VANGUARD INDEX FDS
+$89.9K
2,334
-7%
减持
NEE
NEXTERA ENERGY INC
-$81.9K
34,538
-1%
增持
ABBV
ABBVIE INC
-$79.5K
4,181
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$74.6K
1,553
-2%
增持
WMT
WALMART INC
+$70.3K
6,535
+1%
减持
CVX
CHEVRON CORP NEW
-$68.5K
2,632
-1%
减持
V
VISA INC
+$66.4K
16,666
-0%
减持
VOT
VANGUARD INDEX FDS
+$63.8K
2,362
-5%
减持
DIS
DISNEY WALT CO
+$48.0K
2,805
-8%
减持
DE
DEERE & CO
+$40.3K
1,509
-3%
减持
LLY
ELI LILLY & CO
-$36.3K
516
-3%
增持
MCD
MCDONALDS CORP
-$28.9K
1,815
+1%
增持
WFC
WELLS FARGO CO NEW
+$28.3K
3,394
+0%
增持
NKE
NIKE INC
+$27.7K
3,501
+1%
增持
HON
HONEYWELL INTL INC
+$25.9K
1,198
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$23.4K
10,658
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$22.6K
6,465
-3%
减持
MA
MASTERCARD INCORPORATED
+$22.0K
1,774
-0%
减持
TJX
TJX COS INC NEW
+$21.8K
13,491
-0%
减持
VLUE
ISHARES TR
+$18.4K
3,460
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$15.7K
2,520
-3%
减持
QCOM
QUALCOMM INC
+$15.0K
17,471
-3%
减持
IEFA
ISHARES TR
+$14.1K
2,848
-4%
减持
CBU
COMMUNITY FINANCIAL SYSTEM I
-$12.6K
8,812
-2%
减持
EMB
ISHARES TR
+$7.9K
4,534
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$7.8K
9,875
-1%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$7.8K
2,442
+0%
减持
IEMG
ISHARES INC
+$7.5K
8,387
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.9K
5,158
-6%
增持
KO
COCA COLA CO
-$1.4K
6,572
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$898
4,298
-9%
减持
HD
HOME DEPOT INC
-$896
1,355
-0%
