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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 7
减持 48
清仓 89
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$7.5M
13,515
-86%
清仓
TSLA
TESLA INC
-$6.7M
0
-100%
减持
AAPL
APPLE INC
-$5.6M
19,624
-64%
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。
减持
VTI
VANGUARD INDEX FDS
-$5.1M
4,247
-85%
清仓
SCHB
SCHWAB STRATEGIC TR
-$3.6M
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$3.0M
0
-100%
减持
AVUS
AMERICAN CENTY ETF TR
-$2.8M
11,094
-78%
减持
SPTS
SPDR SER TR
-$2.6M
58,879
-61%
减持
BND
VANGUARD BD INDEX FDS
-$2.6M
22,384
-63%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.3M
21,120
-61%
减持
—
EXXON MOBIL CORP
-$2.1M
17,934
-46%
减持
AMZN
AMAZON COM INC
-$2.1M
9,172
-67%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$2.0M
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$2.0M
0
-100%
清仓
FFIN
FIRST FINL BANKSHARES INC
-$2.0M
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$1.8M
0
-100%
清仓
GDX
VANECK ETF TRUST
-$1.6M
0
-100%
减持
USFR
WISDOMTREE TR
-$1.5M
36,057
-46%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$1.5M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.5M
11,093
-31%
减持
QQQ
INVESCO QQQ TR
-$1.4M
10,041
-34%
增持
SPMD
SPDR SER TR
+$1.4M
66,653
+55%
清仓
XLI
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$1.3M
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.3M
36,884
-49%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
2,994
-73%
减持
AVMU
AMERICAN CENTY ETF TR
-$1.2M
21,297
-57%
清仓
VGT
VANGUARD WORLD FDS
-$1.2M
0
-100%
减持
LOW
LOWES COS INC
-$1.1M
935
-86%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.1M
11,445
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
1,237
-68%
增持
SPDW
SPDR INDEX SHS FDS
+$1.0M
135,089
+18%
清仓
GOOGL
ALPHABET INC
-$1.0M
0
-100%
减持
AGG
ISHARES TR
-$1.0M
59,588
-19%
清仓
PFF
ISHARES TR
-$1.0M
0
-100%
减持
SPTM
SPDR SER TR
-$995.4K
10,295
-66%
清仓
XSLV
INVESCO EXCH TRADED FD TR II
-$967.4K
0
-100%
减持
AVDE
AMERICAN CENTY ETF TR
-$957.0K
4,913
-78%
清仓
GOOG
ALPHABET INC
-$918.3K
0
-100%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$905.4K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$904.8K
0
-100%
清仓
IHDG
WISDOMTREE TR
-$850.8K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$842.6K
0
-100%
清仓
REZ
ISHARES TR
-$829.1K
0
-100%
清仓
AFL
AFLAC INC
-$803.3K
0
-100%
减持
DGRO
ISHARES TR
-$799.8K
41,493
-32%
增持
SPSM
SPDR SER TR
+$798.7K
45,573
+50%
清仓
EMXC
ISHARES INC
-$794.7K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$790.4K
0
-100%
清仓
TDTT
FLEXSHARES TR
-$779.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$769.4K
2,307
-55%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$767.3K
0
-100%
减持
WMT
WALMART INC
-$765.8K
1,375
-78%
清仓
PSR
INVESCO ACTIVELY MANAGED ETF
-$743.3K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$741.5K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$730.1K
105,472
-18%
清仓
XLK
SELECT SECTOR SPDR TR
-$706.6K
0
-100%
减持
AVIG
AMERICAN CENTY ETF TR
-$697.1K
7,266
-71%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$694.3K
18,944
+12%
减持
XLV
SELECT SECTOR SPDR TR
-$693.3K
4,691
-55%
清仓
ONEY
SPDR SER TR
-$677.2K
0
-100%
清仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$673.1K
0
-100%
清仓
—
UNITI GROUP INC
-$672.8K
0
-100%
减持
IVV
ISHARES TR
-$663.5K
9,347
-22%
清仓
SCHG
SCHWAB STRATEGIC TR
-$659.3K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$656.8K
0
-100%
增持
SPYG
SPDR SER TR
+$637.3K
20,252
+76%
清仓
LTC
LTC PPTYS INC
-$627.2K
0
-100%
减持
SPAB
SPDR SER TR
-$616.9K
105,173
-23%
清仓
IWO
ISHARES TR
-$613.3K
0
-100%
清仓
IGSB
ISHARES TR
-$605.7K
0
-100%
清仓
XSOE
WISDOMTREE TR
-$596.3K
0
-100%
清仓
IWN
ISHARES TR
-$596.0K
0
-100%
清仓
AVEM
AMERICAN CENTY ETF TR
-$590.9K
0
-100%
减持
SGOV
ISHARES TR
-$577.6K
6,972
-45%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$571.0K
0
-100%
清仓
AGNC
AGNC INVT CORP
-$569.8K
0
-100%
清仓
IWP
ISHARES TR
-$567.8K
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$565.7K
52,999
-21%
清仓
DEUS
DBX ETF TR
-$559.7K
0
-100%
建仓
MINT
PIMCO ETF TR
+$559.6K
5,608
减持
GOVT
ISHARES TR
-$549.5K
173,893
-16%
减持
VXUS
VANGUARD STAR FDS
-$548.3K
72,753
-18%
清仓
PFLT
PENNANTPARK FLOATING RATE CA
-$523.9K
0
-100%
清仓
MPLX
MPLX LP
-$520.6K
0
-100%
减持
TFLO
ISHARES TR
-$514.1K
71,826
-12%
增持
SPYV
SPDR SER TR
+$495.0K
30,733
+35%
清仓
DKL
DELEK LOGISTICS PARTNERS LP
-$492.3K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$482.4K
0
-100%
清仓
ANGL
VANECK ETF TRUST
-$480.5K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$469.1K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$468.6K
2,663
-35%
减持
VB
VANGUARD INDEX FDS
-$463.5K
2,321
-54%
减持
GCOW
PACER FDS TR
-$459.0K
65,615
-21%
清仓
SCHH
SCHWAB STRATEGIC TR
-$452.2K
0
-100%
减持
QYLD
GLOBAL X FDS
-$445.3K
10,419
-72%
清仓
SDIV
GLOBAL X FDS
-$441.6K
0
-100%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$437.4K
0
-100%
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$437.4K
0
-100%
清仓
IWM
ISHARES TR
-$434.2K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$429.8K
13,610
-22%
清仓
OUNZ
VANECK MERK GOLD TR
-$427.5K
0
-100%
清仓
IWF
ISHARES TR
-$416.9K
0
-100%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$399.5K
35,075
-21%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$395.1K
0
-100%
减持
ILCG
ISHARES TR
-$395.0K
43,222
-22%
清仓
XLF
SELECT SECTOR SPDR TR
-$382.3K
0
-100%
减持
SHY
ISHARES TR
-$378.3K
24,873
-17%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$378.2K
0
-100%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$370.9K
0
-100%
清仓
MDYV
SPDR SER TR
-$369.1K
0
-100%
清仓
QCOM
QUALCOMM INC
-$365.0K
0
-100%
清仓
TILL
LISTED FD TR
-$363.8K
0
-100%
清仓
SDOG
ALPS ETF TR
-$362.8K
0
-100%
建仓
BSCX
INVESCO EXCHNG TRAD SLF INDE
+$357.9K
16,805
清仓
DON
WISDOMTREE TR
-$337.8K
0
-100%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$328.2K
42,372
-20%
清仓
DE
DEERE & CO
-$326.1K
0
-100%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$321.5K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$318.8K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$318.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$314.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$313.0K
8,641
-42%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$310.7K
0
-100%
清仓
CLM
CORNERSTONE STRATEGIC VALUE
-$307.2K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$301.3K
0
-100%
清仓
APG
API GROUP CORP
-$299.4K
0
-100%
清仓
BUG
GLOBAL X FDS
-$292.4K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$292.2K
2,996
-51%
减持
CVX
CHEVRON CORP NEW
-$291.9K
4,571
-21%
清仓
SLYG
SPDR SER TR
-$280.1K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$276.2K
0
-100%
清仓
PEP
PEPSICO INC
-$274.1K
0
-100%
清仓
CFR
CULLEN FROST BANKERS INC
-$271.5K
0
-100%
清仓
META
META PLATFORMS INC
-$271.4K
0
-100%
清仓
PAYC
PAYCOM SOFTWARE INC
-$270.9K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$269.8K
0
-100%
建仓
USB
US BANCORP DEL
+$269.7K
6,232
清仓
HTGC
HERCULES CAPITAL INC
-$267.6K
0
-100%
清仓
IVW
ISHARES TR
-$267.1K
0
-100%
增持
NOBL
PROSHARES TR
+$264.0K
27,606
+3%
清仓
FDM
FIRST TR DOW JONES SELECT MI
-$262.9K
0
-100%
减持
OKE
ONEOK INC NEW
-$261.7K
7,699
-39%
清仓
VDC
VANGUARD WORLD FDS
-$260.1K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$259.6K
0
-100%
减持
HDV
ISHARES TR
-$256.4K
12,045
-20%
减持
JNJ
JOHNSON & JOHNSON
-$255.3K
1,579
-51%
建仓
—
ISHARES TR
+$255.0K
10,689
清仓
THW
TEKLA WORLD HEALTHCARE FD
-$254.4K
0
-100%
建仓
—
ISHARES TR
+$253.8K
10,900
