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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 91
增持 58
减持 1
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$17.0M
198,867
+1371%
增持
AVUS
AMERICAN CENTY ETF TR
+$10.4M
125,974
+1036%
增持
VTI
VANGUARD INDEX FDS
+$8.1M
35,207
+729%
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
VEA
VANGUARD TAX-MANAGED FDS
+$6.8M
136,077
增持
VOO
VANGUARD INDEX FDS
+$5.7M
21,984
+98%
增持
AAPL
APPLE INC
+$5.4M
53,435
+172%
增持
SGOV
ISHARES TR
+$5.0M
56,795
+715%
建仓
TSLA
TESLA INC
+$4.7M
26,932
建仓
VUG
VANGUARD INDEX FDS
+$4.7M
13,646
建仓
SCHB
SCHWAB STRATEGIC TR
+$4.5M
74,399
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.3M
26,276
+778%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.8M
53,864
+60%
增持
AMZN
AMAZON COM INC
+$3.8M
28,691
+213%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.7M
37,735
+99%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.5M
59,821
+1118%
增持
AVIG
AMERICAN CENTY ETF TR
+$3.2M
83,770
+1053%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.1M
58,109
+175%
增持
IJH
ISHARES TR
+$3.0M
105,881
+749%
建仓
FFIN
FIRST FINL BANKSHARES INC
+$2.6M
80,176
增持
NVDA
NVIDIA CORPORATION
+$2.6M
4,351
+63%
增持
SPSM
SPDR SER TR
+$2.6M
105,010
+130%
增持
QQQ
INVESCO QQQ TR
+$2.5M
14,780
+47%
增持
SPY
SPDR S&P 500 ETF TR
+$2.4M
5,743
+364%
增持
IVV
ISHARES TR
+$2.4M
13,086
+40%
建仓
VV
VANGUARD INDEX FDS
+$2.4M
10,029
建仓
TBUX
T ROWE PRICE ETF INC
+$2.4M
48,404
建仓
SCHF
SCHWAB STRATEGIC TR
+$2.2M
56,389
增持
NOBL
PROSHARES TR
+$2.2M
47,474
+72%
增持
AGG
ISHARES TR
+$1.9M
79,996
+34%
增持
—
EXXON MOBIL CORP
+$1.9M
31,838
+78%
建仓
VTV
VANGUARD INDEX FDS
+$1.7M
10,159
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.6M
28,277
增持
BND
VANGUARD BD INDEX FDS
+$1.6M
45,165
+102%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.6M
68,147
+85%
增持
MSFT
MICROSOFT CORP
+$1.6M
5,896
+156%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$1.5M
72,804
建仓
GDX
VANECK ETF TRUST
+$1.5M
45,895
建仓
VGT
VANGUARD WORLD FD
+$1.4M
2,752
增持
DGRO
ISHARES TR
+$1.4M
62,634
+51%
建仓
AAXJ
ISHARES TR
+$1.4M
20,336
建仓
XLC
SELECT SECTOR SPDR TR
+$1.3M
16,275
增持
AVMU
AMERICAN CENTY ETF TR
+$1.3M
49,409
+132%
增持
LOW
LOWES COS INC
+$1.3M
5,914
+533%
建仓
TCAF
T ROWE PRICE ETF INC
+$1.2M
41,084
建仓
GOOGL
ALPHABET INC
+$1.2M
8,104
增持
WMT
WALMART INC
+$1.2M
23,841
+1634%
增持
ILCG
ISHARES TR
+$1.2M
54,964
+27%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$1.2M
11,492
建仓
XSLV
INVESCO EXCH TRADED FD TR II
+$1.2M
27,398
建仓
EWJ
ISHARES INC
+$1.2M
16,781
建仓
XLK
SELECT SECTOR SPDR TR
+$1.2M
5,732
增持
USFR
WISDOMTREE TR
+$1.2M
59,712
+66%
建仓
EWG
ISHARES INC
+$1.1M
34,194
建仓
PFF
ISHARES TR
+$1.1M
33,530
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
58,801
+2%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.0M
70,231
+33%
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$1.0M
22,312
建仓
REZ
ISHARES TR
+$1.0M
14,065
建仓
GOOG
ALPHABET INC
+$1.0M
6,651
建仓
EWP
ISHARES INC
+$1.0M
31,363
增持
SPTS
SPDR SER TR
+$1.0M
94,011
+60%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$999.1K
23,659
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$996.8K
130,767
+24%
建仓
IHDG
WISDOMTREE TR
+$991.9K
21,590
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$955.4K
16,512
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$954.6K
2,270
增持
SPYM
SPDR SER TR
+$945.5K
77,455
+13%
建仓
COWZ
PACER FDS TR
+$944.1K
16,246
增持
SPDW
SPDR INDEX SHS FDS
+$930.7K
154,160
+14%
建仓
PSR
INVESCO ACTIVELY MANAGED ETF
+$929.5K
10,545
建仓
VOE
VANGUARD INDEX FDS
+$899.1K
5,767
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$891.1K
21,335
建仓
ONEY
SPDR SER TR
+$890.3K
8,194
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$888.2K
15,480
增持
VB
VANGUARD INDEX FDS
+$871.5K
5,979
+158%
建仓
—
UNITI GROUP INC
+$852.6K
144,504
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$851.8K
9,021
建仓
EMXC
ISHARES INC
+$817.6K
14,202
建仓
AFL
AFLAC INC
+$807.4K
9,403
增持
GOVT
ISHARES TR
+$782.9K
210,339
+21%
增持
GCOW
PACER FDS TR
+$776.7K
87,185
+33%
建仓
VOT
VANGUARD INDEX FDS
+$771.0K
3,270
建仓
MPLX
MPLX LP
+$770.9K
18,549
建仓
IWN
ISHARES TR
+$729.8K
4,596
建仓
XSOE
WISDOMTREE TR
+$728.5K
24,730
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$728.5K
3,815
建仓
IWO
ISHARES TR
+$727.4K
2,686
增持
XLE
SELECT SECTOR SPDR TR
+$712.4K
19,633
+44%
建仓
IWP
ISHARES TR
+$685.2K
6,003
建仓
IWM
ISHARES TR
+$681.5K
3,241
建仓
DEUS
DBX ETF TR
+$681.1K
13,057
增持
EFG
ISHARES TR
+$670.4K
23,423
+29%
建仓
ET
ENERGY TRANSFER L P
+$664.2K
42,224
建仓
SCHG
SCHWAB STRATEGIC TR
+$663.1K
7,152
建仓
PFLT
PENNANTPARK FLOATING RATE CA
+$635.0K
55,800
建仓
LTC
LTC PPTYS INC
+$625.3K
19,233
建仓
KSA
ISHARES TR
+$625.0K
14,152
建仓
XLI
SELECT SECTOR SPDR TR
+$619.6K
4,919
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$619.0K
16,349
+43%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$618.3K
45,884
+31%
建仓
AGNC
AGNC INVT CORP
+$616.8K
62,305
建仓
QCOM
QUALCOMM INC
+$592.0K
3,497
增持
IEFA
ISHARES TR
+$587.3K
11,788
+188%
建仓
XLF
SELECT SECTOR SPDR TR
+$578.9K
13,743
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$569.8K
10,505
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$555.5K
6,281
减持
VXUS
VANGUARD STAR FDS
-$544.1K
60,906
-16%
建仓
IWF
ISHARES TR
+$531.6K
1,577
增持
QYLD
GLOBAL X FDS
+$530.1K
39,687
+281%
增持
HDV
ISHARES TR
+$525.6K
15,916
+32%
增持
SPTM
SPDR SER TR
+$524.9K
17,562
+71%
建仓
ANGL
VANECK ETF TRUST
+$523.1K
18,025
增持
GLD
SPDR GOLD TR
+$521.4K
5,643
+69%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$513.8K
17,608
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$507.3K
18,659
+116%
增持
COST
COSTCO WHSL CORP NEW
+$502.3K
1,195
+112%
增持
IWY
ISHARES TR
+$498.2K
7,381
+37%
建仓
META
META PLATFORMS INC
+$480.9K
990
建仓
DKL
DELEK LOGISTICS PARTNERS LP
+$474.9K
11,585
建仓
LLY
ELI LILLY & CO
+$473.0K
608
增持
OKE
ONEOK INC NEW
+$462.7K
12,514
+63%
建仓
QUAL
ISHARES TR
+$460.6K
2,803
增持
TFLO
ISHARES TR
+$459.4K
80,578
+12%
建仓
MDYV
SPDR SER TR
+$453.3K
5,964
建仓
SDOG
ALPS ETF TR
+$450.5K
8,350
建仓
—
GUARANTY BANCSHARES INC TEX
+$448.6K
14,775
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$446.5K
7,977
增持
XLV
SELECT SECTOR SPDR TR
+$441.2K
7,317
+56%
增持
V
VISA INC
+$429.1K
3,590
+63%
建仓
CLM
CORNERSTONE STRATEGIC VALUE
+$425.6K
56,600
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$415.4K
6,908
建仓
APG
API GROUP CORP
+$414.2K
10,547
建仓
IWD
ISHARES TR
+$413.7K
2,310
建仓
VNQ
VANGUARD INDEX FDS
+$405.0K
4,683
建仓
SOXX
ISHARES TR
+$402.0K
1,779
建仓
FSK
FS KKR CAP CORP
+$398.6K
20,902
建仓
SCHP
SCHWAB STRATEGIC TR
+$398.2K
7,634
建仓
JPM
JPMORGAN CHASE & CO
+$393.1K
1,962
建仓
SPG
SIMON PPTY GROUP INC NEW
+$392.7K
2,510
建仓
CFR
CULLEN FROST BANKERS INC
+$391.7K
3,480
增持
IWR
ISHARES TR
+$385.1K
13,691
+39%
建仓
XLU
SELECT SECTOR SPDR TR
+$377.6K
5,752
建仓
SHOP
SHOPIFY INC
+$376.4K
4,877
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$370.2K
38,179
+80%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$368.8K
25,754
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$368.0K
15,599
建仓
DON
WISDOMTREE TR
+$363.4K
7,451
建仓
VBR
VANGUARD INDEX FDS
+$361.7K
1,885
建仓
DE
DEERE & CO
+$361.4K
880
建仓
ENB
ENBRIDGE INC
+$361.4K
9,988
