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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 113 项
建仓 8
增持 31
减持 68
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
INTF
ISHARES TR
+$43.5M
8,690,116
+1%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$31.3M
533,529
增持
SMLF
ISHARES TR
+$24.5M
3,810,840
+2%
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
VGIT
VANGUARD SCOTTSDALE FDS
+$18.9M
2,653,141
+14%
减持
GLDM
WORLD GOLD TR
-$16.5M
921,392
-34%
增持
EMGF
ISHARES INC
+$14.1M
1,888,930
+1%
增持
LRGF
ISHARES TR
+$9.7M
3,912,625
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$8.7M
1,166,674
+10%
减持
DFIV
DIMENSIONAL ETF TRUST
+$6.7M
843,698
-1%
增持
VFMO
VANGUARD WELLINGTON FD
+$4.8M
284,153
+1%
减持
GLD
SPDR GOLD TR
-$4.5M
11,826
-57%
增持
EUSA
ISHARES INC
+$4.3M
376,631
+7%
减持
XBI
SPDR SERIES TRUST
+$4.2M
260,924
-8%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$3.8M
1,273,353
+7%
减持
LRCX
LAM RESEARCH CORP
+$3.5M
37,744
-2%
减持
ORCL
ORACLE CORP
-$3.5M
23,925
-2%
减持
GSIE
GOLDMAN SACHS ETF TR
+$3.0M
903,394
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.8M
853,990
+4%
减持
GOOG
ALPHABET INC
+$2.5M
34,035
-3%
减持
MSFT
MICROSOFT CORP
-$2.2M
16,585
-3%
增持
VTIP
VANGUARD MALVERN FDS
+$1.8M
829,148
+7%
减持
KLAC
KLA CORP
+$1.7M
4,954
-2%
减持
MCK
MCKESSON CORP
+$1.1M
6,790
-1%
增持
GEV
GE VERNOVA INC
+$1.0M
3,146
+37%
建仓
CMF
ISHARES TR
+$1.0M
17,880
增持
AVGO
BROADCOM INC
+$834.3K
4,234
+143%
增持
VWOB
VANGUARD WHITEHALL FDS
+$764.2K
220,844
+4%
减持
SIZE
ISHARES TR
+$712.0K
102,077
-0%
减持
AAPL
APPLE INC
+$708.5K
68,104
-5%
减持
QCOM
QUALCOMM INC
-$702.0K
15,390
-9%
增持
GE
GE AEROSPACE
+$700.2K
12,458
+14%
减持
MRK
MERCK & CO INC
+$696.8K
19,006
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$687.3K
2,900
-33%
减持
—
EXXON MOBIL CORP
+$662.8K
20,080
-3%
减持
GEM
GOLDMAN SACHS ETF TR
+$620.8K
224,267
-5%
减持
GOOGL
ALPHABET INC
+$589.5K
8,507
-4%
增持
SUB
ISHARES TR
+$573.1K
11,713
+83%
减持
BLK
BLACKROCK INC
-$541.5K
3,199
-5%
减持
GVI
ISHARES TR
-$510.7K
273,978
-2%
增持
JNJ
JOHNSON & JOHNSON
+$499.2K
8,995
+1%
减持
BKNG
BOOKING HOLDINGS INC
-$462.4K
422
-3%
减持
MTB
M & T BK CORP
+$444.7K
13,609
-4%
减持
TSLA
TESLA INC
-$389.2K
6,447
-6%
减持
CSCO
CISCO SYS INC
+$372.0K
24,749
-2%
减持
GSSC
GOLDMAN SACHS ETF TR
+$357.4K
99,739
-2%
减持
V
VISA INC
-$320.4K
16,007
-3%
减持
NEE
NEXTERA ENERGY INC
+$295.6K
32,166
-6%
清仓
WFC
WELLS FARGO CO NEW
-$286.6K
0
-100%
减持
ULTA
ULTA BEAUTY INC
+$285.6K
2,183
-2%
建仓
BA
BOEING CO
+$281.9K
1,160
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$264.5K
0
-100%
清仓
NFLX
NETFLIX INC
-$263.8K
0
-100%
减持
AMZN
AMAZON COM INC
-$237.6K
9,972
-6%
建仓
BNY
BANK NEW YORK MELLON CORP
+$229.0K
1,842
清仓
COIN
COINBASE GLOBAL INC
-$228.1K
0
-100%
减持
SBIO
ALPS ETF TR
+$227.1K
33,103
-12%
建仓
NBTB
NBT BANCORP INC
+$219.3K
4,700
建仓
INTC
INTEL CORP
+$217.0K
4,289
增持
GLW
CORNING INC
+$214.2K
4,111
+17%
清仓
COF
CAPITAL ONE FINL CORP
-$213.2K
0
-100%
建仓
PPG
PPG INDS INC
+$211.8K
1,674
减持
CNMD
CONMED CORP
-$210.4K
5,154
-43%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$205.7K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$203.3K
3,597
减持
—
NXP SEMICONDUCTORS N V
-$190.1K
6,600
-10%
减持
COST
COSTCO WHSL CORP NEW
+$189.2K
2,983
-1%
增持
VTI
VANGUARD INDEX FDS
+$186.1K
8,598
+3%
增持
MTUM
ISHARES TR
+$184.8K
222,511
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$182.2K
4,369
+10%
减持
JPM
JPMORGAN CHASE & CO.
-$179.8K
24,850
-4%
减持
VXUS
VANGUARD STAR FDS
+$175.1K
25,725
-1%
减持
NVDA
NVIDIA CORPORATION
-$169.3K
10,276
-8%
增持
VTEB
VANGUARD MUN BD FDS
+$141.8K
29,650
+9%
减持
TJX
TJX COS INC NEW
+$141.1K
13,358
-1%
减持
LLY
ELI LILLY & CO
+$138.2K
494
-2%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$136.8K
725
-39%
减持
IWF
ISHARES TR
-$131.1K
2,346
-9%
增持
MCD
MCDONALDS CORP
+$125.4K
2,178
+13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$121.6K
5,458
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$110.6K
1,333
-14%
减持
PSX
PHILLIPS 66
+$108.5K
5,857
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$95.8K
4,700
+21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$91.6K
13,122
+8%
减持
ABT
ABBOTT LABS
-$91.0K
3,358
-3%
增持
VBR
VANGUARD INDEX FDS
+$82.9K
1,405
+21%
减持
DIS
DISNEY WALT CO
-$80.0K
2,305
-20%
增持
VBK
VANGUARD INDEX FDS
+$75.8K
1,408
+13%
减持
PEP
PEPSICO INC
+$66.7K
9,553
-14%
减持
CBU
COMMUNITY FINANCIAL SYSTEM I
+$59.9K
8,686
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$53.6K
4,359
-3%
减持
GSLC
GOLDMAN SACHS ETF TR
+$49.0K
96,907
-2%
减持
SPTL
SPDR SERIES TRUST
-$48.2K
103,978
-0%
减持
MDLZ
MONDELEZ INTL INC
-$46.7K
4,287
-12%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
+$40.4K
49,099
-3%
减持
IEMG
ISHARES INC
+$35.5K
7,340
-4%
减持
PG
PROCTER AND GAMBLE CO
-$30.9K
6,421
-6%
减持
TRV
TRAVELERS COMPANIES INC
+$28.8K
1,330
-0%
减持
RTX
RTX CORPORATION
+$26.2K
2,453
-11%
减持
HON
HONEYWELL INTL INC
+$22.6K
1,160
-4%
减持
ITW
ILLINOIS TOOL WKS INC
+$21.6K
1,367
-6%
减持
SO
SOUTHERN CO
-$16.1K
2,655
-1%
增持
EMB
ISHARES TR
+$15.0K
4,436
+2%
减持
IGSB
ISHARES TR
-$14.5K
35,388
-1%
增持
VUG
VANGUARD INDEX FDS
+$13.6K
2,512
+4%
增持
VOT
VANGUARD INDEX FDS
+$13.4K
2,582
+9%
减持
CVX
CHEVRON CORP NEW
-$10.8K
2,221
-16%
减持
KO
COCA COLA CO
+$10.6K
5,774
-14%
减持
HIG
HARTFORD INSURANCE GROUP INC
-$10.5K
2,072
-10%
减持
VZ
VERIZON COMMUNICATIONS INC
+$9.1K
5,154
-1%
减持
UNP
UNION PAC CORP
+$4.6K
851
-4%
减持
PSA
PUBLIC STORAGE OPER CO
-$3.8K
1,895
-0%
减持
VB
VANGUARD INDEX FDS
-$2.3K
1,607
-9%
减持
SPYM
SPDR SERIES TRUST
-$1.4K
2,485
-4%
