小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Financial Strategies Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Strategies Group, Inc.
报告期 2026-03-31 · CIK 0001774343
持仓数
101
前50大市值合计
$570.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 90 项
建仓 3
增持 61
减持 24
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SERIES TRUST
+$8.5M
750,283
+1%
增持
IQLT
ISHARES TR
+$4.8M
1,050,622
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$3.7M
585,722
+3%
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
SPMD
SPDR SERIES TRUST
+$3.6M
384,152
+4%
增持
AMZN
AMAZON COM INC
+$3.6M
55,824
+12%
增持
FNDX
SCHWAB STRATEGIC TR
+$3.0M
858,364
+4%
增持
SLYV
SPDR SERIES TRUST
+$2.7M
166,625
+5%
增持
COF
CAPITAL ONE FINL CORP
+$2.5M
41,407
+3%
增持
GOOG
ALPHABET INC
+$2.1M
62,776
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
32,043
+4%
减持
MSFT
MICROSOFT CORP
+$1.9M
15,821
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.7M
509,993
+7%
增持
SPAB
SPDR SERIES TRUST
+$1.7M
1,692,786
+4%
增持
PHM
PULTE GROUP INC
+$1.6M
60,964
+8%
增持
PSFF
PACER FDS TR
+$1.3M
417,979
+2%
增持
ISCF
ISHARES TR
+$1.3M
208,182
+3%
增持
—
EXXON MOBIL CORP
+$1.2M
63,582
+7%
增持
SLYG
SPDR SERIES TRUST
+$1.2M
73,280
+5%
增持
AAPL
APPLE INC
+$1.1M
39,375
+11%
减持
HCA
HCA HEALTHCARE INC
+$1.0M
26,674
-1%
增持
PGR
PROGRESSIVE CORP
-$623.6K
39,360
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$608.2K
21,560
+5%
减持
VTI
VANGUARD INDEX FDS
+$514.9K
12,120
-0%
增持
IJH
ISHARES TR
+$493.4K
56,102
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$464.9K
79,109
-0%
增持
MUB
ISHARES TR
+$450.3K
23,673
+22%
增持
PEP
PEPSICO INC
+$442.6K
46,818
+14%
减持
MCD
MCDONALDS CORP
-$422.8K
716
-65%
增持
EWX
SPDR INDEX SHS FDS
+$401.4K
36,654
+5%
增持
HCC
WARRIOR MET COAL INC
+$310.7K
23,443
+19%
建仓
DNP
DNP SELECT INCOME FD INC
+$298.9K
30,846
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$291.4K
14,055
+10%
增持
AMR
ALPHA METALLURGICAL RESOUR I
+$275.6K
8,292
+32%
增持
CNR
CORE NATURAL RESOURCES INC
+$261.4K
18,361
+20%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$254.7K
0
-100%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
+$239.6K
3,352
+16%
增持
SCHV
SCHWAB STRATEGIC TR
+$237.2K
75,466
+1%
增持
LAD
LITHIA MTRS INC
+$234.0K
2,472
+14%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$226.4K
1,846
+11%
增持
SGOV
ISHARES TR
+$214.1K
29,793
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$213.1K
43,926
-9%
建仓
—
JOHNSON CTLS INTL PLC
+$212.1K
2,004
清仓
LEMB
ISHARES INC
-$207.0K
0
-100%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$204.7K
1,753
增持
—
CHUBB LIMITED
+$200.3K
27,491
+5%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$168.9K
14,495
+30%
增持
BWA
BORGWARNER INC
+$166.0K
15,041
+7%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$162.7K
12,165
+283%
减持
THC
TENET HEALTHCARE CORP
+$161.3K
3,953
-10%
减持
AN
AUTONATION INC
+$158.6K
3,313
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$150.0K
23,106
-0%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$142.6K
41,511
+5%
增持
OCSL
OAKTREE SPECIALTY LENDING CO
+$141.9K
55,428
+20%
增持
IJS
ISHARES TR
+$140.7K
6,914
+5%
增持
CSX
CSX CORP
+$139.5K
22,063
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$125.1K
128,746
+4%
增持
META
META PLATFORMS INC
+$124.6K
577
+4%
增持
PG
PROCTER AND GAMBLE CO
-$113.1K
33,191
+5%
减持
WMT
WALMART INC
-$92.3K
4,604
-18%
增持
DVA
DAVITA INC
+$92.0K
5,456
+16%
增持
NMIH
NMI HLDGS INC
+$89.3K
20,383
+2%
增持
SUB
ISHARES TR
+$84.8K
12,561
+5%
减持
ITOT
ISHARES TR
+$82.6K
4,521
-1%
增持
KNSL
KINSALE CAP GROUP INC
+$81.7K
1,690
+12%
减持
VO
VANGUARD INDEX FDS
+$74.7K
2,647
-3%
减持
BND
VANGUARD BD INDEX FDS
-$73.5K
37,892
-3%
减持
FMB
FIRST TR EXCH TRADED FD III
-$73.3K
17,635
-8%
增持
EXP
EAGLE MATLS INC
+$73.1K
2,130
+18%
减持
IEMG
ISHARES INC
+$70.5K
9,599
-1%
增持
GOOGL
ALPHABET INC
+$66.2K
1,909
+7%
增持
AGG
ISHARES TR
+$65.7K
35,905
+2%
增持
SIGI
SELECTIVE INS GROUP INC
+$65.5K
8,932
+12%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$63.7K
4,816
+14%
减持
WRB
BERKLEY W R CORP
-$56.1K
111,593
-1%
增持
—
SELECT MED HLDGS CORP
+$56.0K
27,052
+29%
增持
PM
PHILIP MORRIS INTL INC
+$52.7K
2,327
+2%
减持
AOA
ISHARES TR
-$38.8K
3,847
-20%
减持
IVV
ISHARES TR
-$35.2K
717
-20%
减持
BAR
GRANITESHARES GOLD TR
-$28.1K
6,213
-15%
减持
CMS
CMS ENERGY CORP
-$27.6K
3,581
-7%
增持
MTG
MGIC INVT CORP WIS
+$24.4K
18,210
+2%
增持
ACT
ENACT HLDGS INC
+$24.2K
17,839
+6%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$18.6K
6,987
+14%
减持
MRK
MERCK & CO INC
+$15.9K
3,869
-1%
减持
SHM
SPDR SERIES TRUST
+$11.7K
19,183
-0%
减持
DNL
WISDOMTREE TR
-$8.7K
40,783
-13%
增持
MINT
PIMCO ETF TR
+$7.4K
24,560
+0%
减持
TOTL
SSGA ACTIVE ETF TR
-$7.2K
7,970
-2%
增持
SPIP
SPDR SERIES TRUST
+$3.4K
10,856
+1%
增持
KO
COCA COLA CO
+$678
4,498
+3%
