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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 32
增持 66
减持 31
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$5.2M
94,926
+145%
增持
SPYM
SPDR SER TR
+$2.4M
76,591
+170%
增持
TFLO
ISHARES TR
+$2.1M
81,575
+106%
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
GOVT
ISHARES TR
+$2.1M
206,716
+94%
增持
SPDW
SPDR INDEX SHS FDS
+$2.1M
114,960
+149%
增持
SPTS
SPDR SER TR
+$1.9M
149,394
+79%
减持
VXUS
VANGUARD STAR FDS
-$1.8M
89,034
-24%
减持
AAPL
APPLE INC
-$1.8M
55,039
-5%
减持
BND
VANGUARD BD INDEX FDS
-$1.7M
60,475
-26%
增持
USFR
WISDOMTREE TR
+$1.7M
66,235
+103%
增持
SPAB
SPDR SER TR
+$1.5M
136,134
+89%
增持
AGG
ISHARES TR
+$1.4M
73,684
+30%
增持
SPMD
SPDR SER TR
+$1.3M
43,024
+214%
减持
QQQ
INVESCO QQQ TR
-$1.3M
15,327
-16%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.2M
16,949
+104%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.2M
129,229
+34%
减持
IJH
ISHARES TR
-$1.1M
13,947
-20%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
14,887
-59%
减持
SPYG
SPDR SER TR
-$866.6K
11,476
-55%
减持
VOO
VANGUARD INDEX FDS
-$851.6K
16,072
-9%
建仓
AFL
AFLAC INC
+$803.3K
10,466
增持
VTI
VANGUARD INDEX FDS
+$761.7K
28,786
+18%
增持
SPSM
SPDR SER TR
+$649.5K
30,448
+149%
增持
VGT
VANGUARD WORLD FDS
+$645.2K
2,836
+136%
增持
AVUS
AMERICAN CENTY ETF TR
+$597.2K
49,888
+23%
减持
SCHA
SCHWAB STRATEGIC TR
-$581.1K
72,749
-11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$518.6K
36,086
+18%
减持
TSLA
TESLA INC
-$513.0K
26,829
-3%
建仓
DKL
DELEK LOGISTICS PARTNERS LP
+$492.3K
11,730
增持
XLV
SELECT SECTOR SPDR TR
+$492.1K
10,355
+63%
清仓
SPTI
SPDR SER TR
-$491.0K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$490.6K
22,297
+197%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$437.4K
17,525
建仓
OUNZ
VANECK MERK GOLD TR
+$427.5K
23,898
清仓
SHYG
ISHARES TR
-$419.4K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$407.1K
33,845
-15%
减持
BIBL
NORTHERN LTS FD TR IV
-$392.6K
22,954
-32%
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$370.9K
5,040
增持
AVIG
AMERICAN CENTY ETF TR
+$368.2K
25,260
+65%
减持
PG
PROCTER AND GAMBLE CO
-$362.8K
58,640
-0%
增持
DGRO
ISHARES TR
+$359.0K
61,235
+18%
清仓
USO
UNITED STS OIL FD LP
-$346.9K
0
-100%
增持
SPTM
SPDR SER TR
+$339.4K
30,428
+32%
清仓
IYR
ISHARES TR
-$319.4K
0
-100%
增持
NOBL
PROSHARES TR
+$311.0K
26,698
+23%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$310.7K
5,252
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$310.7K
16,537
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$308.7K
16,476
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$307.9K
15,901
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$306.6K
17,497
增持
TOTL
SSGA ACTIVE ETF TR
+$304.0K
17,205
+93%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$303.8K
19,499
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$302.4K
19,826
建仓
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$301.7K
15,739
建仓
TTD
THE TRADE DESK INC
+$301.3K
3,855
增持
REZ
ISHARES TR
+$295.3K
12,571
+73%
增持
XSLV
INVESCO EXCH TRADED FD TR II
+$295.2K
24,529
+45%
清仓
ISRG
INTUITIVE SURGICAL INC
-$294.4K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$293.0K
5,662
+75%
增持
IHDG
WISDOMTREE TR
+$287.6K
21,963
+57%
建仓
MMM
3M CO
+$286.2K
3,057
增持
VUG
VANGUARD INDEX FDS
+$284.5K
11,185
+15%
减持
VV
VANGUARD INDEX FDS
-$282.6K
10,355
-9%
建仓
SCHP
SCHWAB STRATEGIC TR
+$276.2K
5,470
清仓
TPLC
TIMOTHY PLAN
-$274.0K
0
-100%
建仓
FDM
FIRST TR DOW JONES SELECT MI
+$262.9K
4,799
减持
VEA
VANGUARD TAX-MANAGED FDS
-$260.2K
46,353
-6%
减持
GDX
VANECK ETF TRUST
-$258.2K
59,746
-4%
增持
GCOW
PACER FDS TR
+$253.8K
83,209
+12%
建仓
TPIF
TIMOTHY PLAN
+$252.7K
10,540
建仓
DES
WISDOMTREE TR
+$252.4K
8,951
建仓
CSCO
CISCO SYS INC
+$251.6K
4,679
建仓
SPLB
SPDR SER TR
+$251.4K
11,838
清仓
LUV
SOUTHWEST AIRLS CO
-$251.4K
0
-100%
建仓
XRT
SPDR SER TR
+$249.6K
4,101
清仓
AZO
AUTOZONE INC
-$249.3K
0
-100%
增持
AVDE
AMERICAN CENTY ETF TR
+$248.7K
22,532
+29%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$247.1K
44,344
+13%
建仓
SO
SOUTHERN CO
+$246.4K
3,807
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$243.9K
0
-100%
清仓
VLUE
ISHARES TR
-$243.8K
0
-100%
增持
ONEY
SPDR SER TR
+$237.6K
7,408
+61%
增持
XSOE
WISDOMTREE TR
+$233.6K
22,359
+72%
增持
PSR
INVESCO ACTIVELY MANAGED ETF
+$233.3K
9,409
+60%
减持
GLD
SPDR GOLD TR
-$231.6K
5,135
-18%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$224.1K
6,702
增持
VOT
VANGUARD INDEX FDS
+$223.4K
3,372
+60%
建仓
LQDI
ISHARES U S ETF TR
+$222.8K
9,043
清仓
MTUM
ISHARES TR
-$218.9K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$218.9K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$216.5K
3,344
+77%
清仓
MA
MASTERCARD INCORPORATED
-$215.2K
0
-100%
减持
TILL
LISTED FD TR
-$214.2K
10,567
-37%
建仓
USIG
ISHARES TR
+$213.7K
4,445
清仓
TGT
TARGET CORP
-$212.7K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$212.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$211.3K
1,911
增持
FPE
FIRST TR EXCH TRADED FD III
+$211.0K
112,538
+13%
建仓
—
PIONEER NAT RES CO
+$207.7K
905
建仓
FRDM
EA SERIES TRUST
+$206.3K
7,287
清仓
INTC
INTEL CORP
-$205.1K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$203.7K
17,378
+3%
减持
—
EXXON MOBIL CORP
+$201.6K
33,480
-4%
清仓
VNQ
VANGUARD INDEX FDS
-$200.5K
0
-100%
建仓
HNDL
STRATEGY SHS
+$198.4K
10,384
增持
SPYD
SPDR SER TR
+$192.8K
17,995
+52%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$191.6K
53,293
+12%
增持
IWN
ISHARES TR
+$189.1K
4,397
+52%
减持
XLK
SELECT SECTOR SPDR TR
-$186.9K
4,310
-16%
增持
IWO
ISHARES TR
+$185.9K
2,736
+55%
增持
AVMU
AMERICAN CENTY ETF TR
+$182.5K
49,409
+13%
减持
SHY
ISHARES TR
-$179.6K
29,874
-7%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$174.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$168.8K
3,838
+16%
增持
ANGL
VANECK ETF TRUST
+$167.5K
17,759
+58%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$165.1K
17,798
+80%
清仓
BFST
BUSINESS FIRST BANCSHARES IN
-$161.6K
0
-100%
减持
F
FORD MTR CO DEL
-$158.3K
24,763
-20%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$157.8K
32,606
+30%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$157.4K
42,621
+21%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$156.9K
26,940
+41%
增持
SCHG
SCHWAB STRATEGIC TR
+$156.7K
9,066
+35%
增持
AVEM
AMERICAN CENTY ETF TR
+$154.7K
11,194
+38%
增持
ILCG
ISHARES TR
-$145.1K
55,763
+0%
增持
CVX
CHEVRON CORP NEW
+$140.0K
5,775
+9%
增持
DON
WISDOMTREE TR
+$137.6K
8,248
+73%
减持
TIP
ISHARES TR
-$132.1K
28,050
-1%
增持
IWP
ISHARES TR
+$132.1K
6,215
+38%
增持
VZ
VERIZON COMMUNICATIONS INC
+$132.1K
17,845
+49%
清仓
GAIN
GLADSTONE INVT CORP
-$130.8K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$125.9K
12,725
-4%
减持
LOW
LOWES COS INC
-$120.6K
6,462
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$107.7K
5,329
+69%
减持
TIPX
SPDR SER TR
-$104.4K
43,976
-10%
增持
SCHD
SCHWAB STRATEGIC TR
+$100.5K
54,701
+5%
清仓
KGC
KINROSS GOLD CORP
-$99.8K
0
-100%
增持
MDYV
SPDR SER TR
+$98.6K
5,691
+45%
建仓
VOD
VODAFONE GROUP PLC NEW
+$97.4K
10,275
减持
AMZN
AMAZON COM INC
-$95.0K
27,417
-0%
增持
STOT
SSGA ACTIVE TR
+$91.7K
8,026
+33%
增持
HDV
ISHARES TR
+$88.6K
15,015
+8%
减持
PFF
ISHARES TR
-$88.3K
33,376
-6%
减持
VB
VANGUARD INDEX FDS
-$86.1K
5,071
-3%
减持
QDIV
GLOBAL X FDS
-$84.0K
7,167
-25%
增持
AGNC
AGNC INVT CORP
+$83.2K
60,362
+26%
增持
DIVO
AMPLIFY ETF TR
+$83.0K
23,759
+15%
建仓
—
AEGON N V
+$81.6K
17,008
增持
IWM
ISHARES TR
+$78.6K
2,457
+29%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$78.4K
49,559
-2%
增持
GOOG
ALPHABET INC
+$77.2K
6,965
+0%
