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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 129 项
建仓 8
增持 53
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SMLF
ISHARES TR
+$24.0M
3,745,097
+0%
减持
LRGF
ISHARES TR
+$18.0M
3,808,047
-0%
增持
GLDM
WORLD GOLD TR
+$15.8M
1,397,914
+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
INTF
ISHARES TR
+$15.2M
8,598,454
+0%
减持
EMGF
ISHARES INC
+$8.3M
1,873,012
-0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$6.3M
2,333,044
+4%
增持
VFMO
VANGUARD WELLINGTON FD
+$5.5M
280,279
+0%
增持
XBI
SPDR SERIES TRUST
+$5.2M
285,137
+1%
减持
MTUM
ISHARES TR
+$3.5M
219,222
-0%
减持
AAPL
APPLE INC
+$3.4M
71,604
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$2.5M
851,030
-1%
增持
EUSA
ISHARES INC
+$2.4M
350,890
+3%
减持
GOOG
ALPHABET INC
+$2.2M
34,912
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.9M
1,056,698
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.8M
818,802
+1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.5M
1,186,149
+1%
减持
LRCX
LAM RESEARCH CORP
+$1.4M
38,629
-1%
增持
GE
GE AEROSPACE
+$1.4M
10,966
+48%
增持
VTIP
VANGUARD MALVERN FDS
+$1.2M
777,530
+3%
减持
GLD
SPDR GOLD TR
+$1.2M
27,762
-3%
减持
ORCL
ORACLE CORP
+$1.1M
24,449
-8%
增持
TSLA
TESLA INC
+$874.5K
6,835
+0%
减持
KLAC
KLA CORP
+$832.1K
5,050
-2%
增持
SPTL
SPDR SERIES TRUST
+$831.4K
104,183
+40%
增持
GOOGL
ALPHABET INC
+$616.6K
8,873
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$503.0K
25,969
-2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$500.9K
211,666
+1%
减持
GEM
GOLDMAN SACHS ETF TR
+$494.9K
236,749
-4%
减持
GSIE
GOLDMAN SACHS ETF TR
+$479.9K
927,844
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$469.5K
27,162
+50%
减持
SIZE
ISHARES TR
+$449.0K
102,372
-1%
增持
GEV
GE VERNOVA INC
+$422.9K
2,297
+23%
减持
GVI
ISHARES TR
-$416.1K
278,586
-2%
清仓
MUB
ISHARES TR
-$391.8K
0
-100%
减持
BLK
BLACKROCK INC
+$384.8K
3,363
-0%
减持
GSSC
GOLDMAN SACHS ETF TR
+$376.2K
101,865
-4%
清仓
AMGN
AMGEN INC
-$339.8K
0
-100%
减持
SBIO
ALPS ETF TR
+$317.2K
37,593
-1%
减持
V
VISA INC
-$289.3K
16,486
-1%
建仓
GLW
CORNING INC
+$288.0K
3,511
减持
NVDA
NVIDIA CORPORATION
+$280.3K
11,119
-2%
减持
TJX
TJX COS INC NEW
+$274.9K
13,428
-0%
减持
GSLC
GOLDMAN SACHS ETF TR
+$268.5K
98,740
-5%
减持
MSFT
MICROSOFT CORP
+$260.0K
17,110
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$251.2K
4,314
-23%
清仓
NKE
NIKE INC
-$248.7K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$242.9K
3,022
-2%
清仓
IEFA
ISHARES TR
-$237.8K
0
-100%
建仓
BBH
VANECK ETF TRUST
+$221.1K
1,334
建仓
SCHA
SCHWAB STRATEGIC TR
+$219.4K
7,864
减持
MCK
MCKESSON CORP
+$217.7K
6,877
-1%
减持
JNJ
JOHNSON & JOHNSON
+$217.2K
8,950
-5%
建仓
ROK
ROCKWELL AUTOMATION INC
+$213.2K
610
建仓
AXP
AMERICAN EXPRESS CO
+$208.6K
628
建仓
SPYM
SPDR SERIES TRUST
+$203.4K
2,596
建仓
SCHF
SCHWAB STRATEGIC TR
+$203.0K
8,722
建仓
SCHX
SCHWAB STRATEGIC TR
+$202.6K
7,691
减持
BKNG
BOOKING HOLDINGS INC
-$192.4K
434
-1%
减持
ABBV
ABBVIE INC
+$185.8K
4,155
-1%
减持
NEE
NEXTERA ENERGY INC
+$184.7K
34,207
-1%
减持
ULTA
ULTA BEAUTY INC
+$164.6K
2,234
-1%
增持
VUG
VANGUARD INDEX FDS
+$140.3K
2,426
+4%
减持
IGSB
ISHARES TR
-$126.4K
35,628
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$124.6K
3,983
-6%
增持
AVGO
BROADCOM INC
+$111.1K
1,744
+4%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$105.2K
1,184
-6%
增持
HD
HOME DEPOT INC
+$100.9K
1,475
+9%
增持
PSX
PHILLIPS 66
+$100.5K
5,997
+0%
增持
MS
MORGAN STANLEY
+$98.8K
5,125
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$86.7K
1,035
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$82.4K
4,512
+0%
减持
VXUS
VANGUARD STAR FDS
+$79.1K
26,000
-2%
增持
DE
DEERE & CO
-$76.4K
1,511
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$75.5K
5,242
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$75.0K
5,250
+5%
减持
VB
VANGUARD INDEX FDS
-$75.0K
1,762
-20%
减持
SPY
SPDR S&P 500 ETF TR
+$71.7K
1,548
-0%
减持
CNMD
CONMED CORP
-$70.3K
9,024
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$68.7K
12,177
+2%
减持
PG
PROCTER AND GAMBLE CO
-$66.1K
6,853
-2%
增持
CAT
CATERPILLAR INC
+$66.0K
563
+8%
增持
RTX
RTX CORPORATION
+$64.3K
2,756
+1%
减持
PEP
PEPSICO INC
+$61.5K
11,122
-2%
增持
MCD
MCDONALDS CORP
+$56.8K
1,932
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$55.8K
1,450
-5%
减持
—
EXXON MOBIL CORP
+$55.0K
20,666
-2%
增持
WMT
WALMART INC
+$52.5K
6,710
+3%
增持
MTB
M & T BK CORP
+$51.5K
14,140
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$50.1K
5,224
-19%
减持
—
ASML HOLDING N V
+$50.0K
343
-3%
减持
CSCO
CISCO SYS INC
-$48.2K
25,244
-1%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
+$40.0K
50,403
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$36.7K
2,523
+0%
减持
MDLZ
MONDELEZ INTL INC
-$36.7K
4,866
-4%
增持
CVX
CHEVRON CORP NEW
+$35.6K
2,656
+1%
减持
IWF
ISHARES TR
-$34.8K
2,568
-12%
增持
CSX
CSX CORP
+$33.9K
11,606
+0%
减持
NFLX
NETFLIX INC
-$33.5K
220
-1%
减持
QCOM
QUALCOMM INC
+$33.2K
16,925
-3%
减持
VLUE
ISHARES TR
+$32.2K
3,390
-2%
增持
AMZN
AMAZON COM INC
+$30.0K
10,634
+1%
减持
META
META PLATFORMS INC
-$28.1K
1,397
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$27.6K
6,199
+0%
减持
—
NXP SEMICONDUCTORS N V
+$27.1K
7,336
-2%
增持
HON
HONEYWELL INTL INC
-$25.1K
1,206
+1%
增持
ICCC
IMMUCELL CORP
+$23.6K
37,000
+19%
增持
ITW
ILLINOIS TOOL WKS INC
+$22.1K
1,456
+1%
减持
ABT
ABBOTT LABS
-$22.1K
3,458
-3%
减持
MRK
MERCK & CO INC
+$20.7K
19,309
-4%
增持
KO
COCA COLA CO
-$19.2K
6,721
+2%
增持
ALL
ALLSTATE CORP
+$18.5K
1,375
+0%
减持
LLY
ELI LILLY & CO
-$17.7K
504
-2%
增持
DIS
DISNEY WALT CO
-$17.3K
2,887
+3%
增持
TRV
TRAVELERS COMPANIES INC
+$15.8K
1,333
+0%
增持
WFC
WELLS FARGO CO NEW
+$14.7K
3,419
+1%
增持
—
CHUBB LIMITED
-$14.5K
2,053
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$12.5K
3,873
-10%
增持
COP
CONOCOPHILLIPS
+$11.7K
2,270
+0%
增持
WM
WASTE MGMT INC DEL
-$10.8K
1,415
+0%
减持
MA
MASTERCARD INCORPORATED
+$10.8K
1,772
-0%
增持
COIN
COINBASE GLOBAL INC
-$8.4K
676
+0%
增持
SO
SOUTHERN CO
+$8.4K
2,694
+0%
增持
PSA
PUBLIC STORAGE OPER CO
-$8.4K
1,896
+0%
减持
EMB
ISHARES TR
-$6.1K
4,348
-4%
减持
UNP
UNION PAC CORP
+$4.2K
890
-1%
减持
HIG
HARTFORD INSURANCE GROUP INC
-$4.0K
2,293
-6%
增持
COF
CAPITAL ONE FINL CORP
+$1.9K
1,003
+1%
减持
IEMG
ISHARES INC
+$1.8K
7,665
-9%
减持
IWM
ISHARES TR
+$1.6K
969
-10%
