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Strategic Financial Concepts, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Strategic Financial Concepts, LLC
报告期 2026-03-31 · CIK 0001870686
持仓数
298
前50大市值合计
$254.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 27
增持 61
减持 48
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SER TR
+$3.6M
38,809
减持
BND
VANGUARD BD INDEX FDS
-$2.1M
81,509
-25%
减持
AAPL
APPLE INC
+$1.7M
57,897
-0%
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
BKLN
INVESCO EXCH TRADED FD TR II
+$1.5M
72,618
增持
TSLA
TESLA INC
+$1.5M
27,605
+0%
建仓
XLI
SELECT SECTOR SPDR TR
+$1.4M
13,194
增持
USFR
WISDOMTREE TR
+$1.4M
32,631
+613%
减持
IGSB
ISHARES TR
-$1.4M
12,597
-68%
增持
AGG
ISHARES TR
+$1.4M
56,790
+35%
增持
SHY
ISHARES TR
+$1.3M
32,048
+104%
增持
SPAB
SPDR SER TR
+$1.3M
72,131
+230%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
36,524
+220%
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
46,217
+483%
增持
SPYM
SPDR SER TR
+$1.2M
28,343
+358%
减持
IVV
ISHARES TR
-$1.1M
11,399
-24%
减持
VXUS
VANGUARD STAR FDS
-$1.0M
117,835
-15%
增持
GOVT
ISHARES TR
+$899.2K
106,483
+62%
增持
VTI
VANGUARD INDEX FDS
+$892.0K
24,299
+11%
减持
SHYG
ISHARES TR
-$862.2K
10,117
-67%
建仓
SLV
ISHARES SILVER TR
+$842.0K
40,305
增持
PCY
INVESCO EXCH TRADED FD TR II
+$770.0K
50,478
+353%
减持
SPYV
SPDR SER TR
-$713.4K
20,031
-48%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$698.9K
8,298
+95%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$695.9K
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$678.2K
40,665
+21%
建仓
LTC
LTC PPTYS INC
+$676.2K
20,477
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$660.3K
30,703
+13%
清仓
—
SPDR SER TR
-$652.6K
0
-100%
清仓
USHY
ISHARES TR
-$640.1K
0
-100%
减持
GCOW
PACER FDS TR
-$634.0K
74,021
-19%
建仓
SPMD
SPDR SER TR
+$628.0K
13,684
减持
NVDA
NVIDIA CORPORATION
+$590.3K
4,148
-1%
减持
AMZN
AMAZON COM INC
+$589.4K
27,464
-5%
清仓
DBA
INVESCO DB MULTI-SECTOR COMM
-$520.1K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$518.9K
5,139
-45%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$483.6K
47,756
-29%
减持
IJH
ISHARES TR
-$482.6K
17,505
-13%
建仓
SPSM
SPDR SER TR
+$474.0K
12,204
增持
ILCG
ISHARES TR
+$469.4K
55,683
+3%
减持
TFLO
ISHARES TR
-$432.3K
39,510
-18%
增持
SPTS
SPDR SER TR
+$406.3K
83,552
+22%
清仓
JETS
ETF SER SOLUTIONS
-$395.4K
0
-100%
增持
—
UNITI GROUP INC
+$387.6K
141,684
+88%
建仓
BUG
GLOBAL X FDS
+$364.0K
15,005
建仓
IWM
ISHARES TR
+$355.5K
1,899
增持
AVIG
AMERICAN CENTY ETF TR
+$354.0K
15,305
+131%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$349.3K
96,731
+11%
建仓
USO
UNITED STS OIL FD LP
+$346.9K
5,459
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$343.4K
7,100
增持
VUG
VANGUARD INDEX FDS
+$332.2K
9,759
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$329.5K
12,655
+86%
清仓
XLC
SELECT SECTOR SPDR TR
-$315.5K
0
-100%
建仓
PTLC
PACER FDS TR
+$307.7K
7,450
建仓
QDIV
GLOBAL X FDS
+$302.7K
9,602
清仓
SHV
ISHARES TR
-$291.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$289.3K
18,256
-9%
增持
VV
VANGUARD INDEX FDS
+$269.2K
11,390
+4%
建仓
SHOP
SHOPIFY INC
+$268.7K
4,160
建仓
SPEM
SPDR INDEX SHS FDS
+$257.9K
7,503
减持
VOO
VANGUARD INDEX FDS
+$255.7K
17,588
-4%
减持
SCHB
SCHWAB STRATEGIC TR
+$255.0K
69,165
-0%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$246.0K
2,951
增持
EMXC
ISHARES INC
+$242.5K
16,732
+32%
减持
SGOV
ISHARES TR
-$241.4K
13,226
-15%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$231.3K
0
-100%
清仓
IDV
ISHARES TR
-$225.6K
0
-100%
减持
STIP
ISHARES TR
-$222.8K
5,578
-28%
减持
MSFT
MICROSOFT CORP
+$218.6K
5,012
-3%
清仓
MEAR
ISHARES U S ETF TR
-$216.1K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$215.1K
447
减持
—
EXXON MOBIL CORP
-$214.7K
34,825
-3%
建仓
SLYG
SPDR SER TR
+$214.3K
2,785
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$212.1K
443
建仓
DAL
DELTA AIR LINES INC DEL
+$212.0K
4,460
增持
FPE
FIRST TR EXCH TRADED FD III
+$211.9K
99,328
+15%
建仓
IUSG
ISHARES TR
+$210.2K
2,153
清仓
IEMG
ISHARES INC
-$209.3K
0
-100%
清仓
CSCO
CISCO SYS INC
-$204.9K
0
-100%
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$204.5K
0
-100%
建仓
EWZS
ISHARES TR
+$203.3K
13,500
减持
XLU
SELECT SECTOR SPDR TR
-$201.9K
3,153
-48%
建仓
PTNQ
PACER FDS TR
+$201.7K
3,250
建仓
DON
WISDOMTREE TR
+$200.3K
4,763
增持
VEA
VANGUARD TAX-MANAGED FDS
+$199.9K
49,517
+7%
减持
OKE
ONEOK INC NEW
-$195.7K
12,119
-18%
增持
LOW
LOWES COS INC
+$194.1K
6,485
+2%
增持
—
ABRDN ASIA PACIFIC INCOME FU
+$191.5K
90,342
+358%
增持
AVDE
AMERICAN CENTY ETF TR
+$191.3K
17,512
+23%
增持
PG
PROCTER AND GAMBLE CO
+$186.0K
58,758
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$185.2K
35,307
+32%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$182.4K
25,090
+55%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$181.0K
29,556
-22%
减持
T
AT&T INC
-$179.1K
38,322
-7%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$174.9K
21,490
减持
SCHA
SCHWAB STRATEGIC TR
-$163.6K
82,063
-8%
建仓
BFST
BUSINESS FIRST BANCSHARES IN
+$161.6K
10,726
增持
DGRO
ISHARES TR
+$155.8K
51,891
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$155.3K
19,119
+69%
增持
EFG
ISHARES TR
+$151.8K
20,403
+6%
增持
SPTM
SPDR SER TR
+$151.6K
23,104
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$142.2K
10,857
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$139.9K
5,752
+50%
增持
SCHG
SCHWAB STRATEGIC TR
+$138.7K
6,706
+20%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$136.6K
39,747
-8%
增持
SCHF
SCHWAB STRATEGIC TR
+$128.1K
49,897
+5%
减持
GOOGL
ALPHABET INC
+$127.1K
8,087
-0%
减持
XLF
SELECT SECTOR SPDR TR
-$126.1K
11,212
-28%
增持
SPY
SPDR S&P 500 ETF TR
+$125.8K
3,321
+1%
减持
TILL
LISTED FD TR
-$123.9K
16,907
-16%
增持
GOOG
ALPHABET INC
+$121.3K
6,953
+0%
减持
FALN
ISHARES TR
-$118.8K
46,082
-10%
增持
DFAC
DIMENSIONAL ETF TRUST
+$114.5K
53,479
+2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$108.1K
32,880
-1%
清仓
TCPC
BLACKROCK TCP CAPITAL CORP
-$106.1K
0
-100%
建仓
KGC
KINROSS GOLD CORP
+$99.8K
20,930
减持
NOBL
PROSHARES TR
-$98.9K
21,777
-8%
减持
SAN
BANCO SANTANDER S.A.
-$93.3K
16,411
-61%
增持
GDX
VANECK ETF TRUST
-$93.3K
61,973
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$92.6K
8,106
+25%
减持
GLD
SPDR GOLD TR
-$91.9K
6,238
-5%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$88.4K
39,344
+5%
增持
LLY
LILLY ELI & CO
+$86.2K
618
+4%
增持
AGNT
EXP WORLD HLDGS INC
+$82.0K
10,739
+0%
减持
ABBV
ABBVIE INC
-$80.5K
3,100
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$75.5K
861
+0%
减持
TIP
ISHARES TR
-$75.0K
28,262
-0%
减持
SPYG
SPDR SER TR
+$74.0K
25,355
-5%
增持
AVMU
AMERICAN CENTY ETF TR
+$70.3K
43,574
+5%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$68.5K
4,834
-1%
增持
WMT
WALMART INC
+$68.3K
6,074
+1%
减持
VGT
VANGUARD WORLD FDS
+$66.2K
1,202
-0%
减持
IAU
ISHARES GOLD TR
-$65.9K
18,548
-6%
增持
VB
VANGUARD INDEX FDS
+$65.2K
5,253
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$62.1K
5,546
-12%
增持
SPTI
SPDR SER TR
+$59.3K
17,355
+16%
减持
IWY
ISHARES TR
+$59.1K
6,637
-7%
增持
DIVO
AMPLIFY ETF TR
+$57.6K
20,614
+7%
减持
CVX
CHEVRON CORP NEW
-$57.3K
5,299
-3%
增持
JPM
JPMORGAN CHASE & CO
+$54.6K
2,008
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$54.4K
1,562
+1%
增持
PFF
ISHARES TR
+$53.0K
35,389
+6%
减持
TDTT
FLEXSHARES TR
-$48.8K
34,726
-3%
增持
COST
COSTCO WHSL CORP NEW
+$48.1K
1,056
+1%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$47.6K
13,658
+4%
减持
ACWV
ISHARES INC
-$46.7K
8,296
-7%
增持
ONEQ
FIDELITY COMWLTH TR
+$44.6K
5,878
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$43.8K
6,336
-7%
增持
JNJ
JOHNSON & JOHNSON
+$41.9K
3,060
+2%
增持
CLM
CORNERSTONE STRATEGIC VALUE
+$39.4K
35,067
+7%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
+$39.3K
62,843
-2%
