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
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 1
增持 146
减持 1
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
-$16.0M
15,745,744
+7818%
增持
AVUS
AMERICAN CENTY ETF TR
-$10.2M
14,316,250
+11264%
增持
VOO
VANGUARD INDEX FDS
-$8.1M
7,252,393
+32889%
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
VTI
VANGUARD INDEX FDS
-$8.0M
10,264,028
+29053%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$6.6M
8,308,691
+6006%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.6M
144,169
+10%
增持
AAPL
APPLE INC
-$5.5M
7,612,261
+14146%
增持
TSLA
TESLA INC
-$4.7M
5,902,416
+21816%
增持
VUG
VANGUARD INDEX FDS
-$4.6M
5,542,306
+40515%
增持
SGOV
ISHARES TR
-$4.5M
4,070,502
+7067%
增持
IJH
ISHARES TR
-$4.3M
4,171,195
+3840%
增持
SCHB
SCHWAB STRATEGIC TR
-$4.3M
4,696,336
+6212%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.2M
8,775,034
+33296%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$4.1M
6,406,233
+11793%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$3.6M
4,016,689
+10544%
增持
AVDE
AMERICAN CENTY ETF TR
-$3.5M
4,744,841
+7832%
增持
AMZN
AMAZON COM INC
-$3.4M
3,932,580
+13607%
增持
AVIG
AMERICAN CENTY ETF TR
-$3.1M
4,790,513
+5619%
增持
SCHD
SCHWAB STRATEGIC TR
-$3.0M
3,114,560
+5260%
增持
AGG
ISHARES TR
-$2.9M
1,880,236
+2250%
增持
IVV
ISHARES TR
-$2.8M
2,130,469
+16181%
增持
SPSM
SPDR SER TR
-$2.7M
3,766,958
+3487%
增持
FFIN
FIRST FINL BANKSHARES INC
-$2.5M
2,992,894
+3633%
增持
SPY
SPDR S&P 500 ETF TR
-$2.4M
2,581,673
+44853%
增持
QQQ
INVESCO QQQ TR
-$2.4M
2,777,351
+18691%
增持
VV
VANGUARD INDEX FDS
-$2.4M
2,447,378
+24303%
增持
SCHA
SCHWAB STRATEGIC TR
-$2.4M
2,263,925
+3222%
增持
NOBL
PROSHARES TR
-$2.3M
2,788,829
+5774%
增持
TBUX
T ROWE PRICE ETF INC
-$2.2M
8,845,152
+18174%
增持
SCHF
SCHWAB STRATEGIC TR
-$2.1M
2,473,628
+4287%
增持
BND
VANGUARD BD INDEX FDS
-$2.1M
2,136,615
+4631%
增持
—
EXXON MOBIL CORP
-$1.9M
2,022,484
+6252%
增持
MSFT
MICROSOFT CORP
-$1.9M
1,871,892
+31649%
增持
VTV
VANGUARD INDEX FDS
-$1.6M
2,684,011
+26320%
增持
DGRO
ISHARES TR
-$1.6M
1,285,983
+1953%
增持
VXUS
VANGUARD STAR FDS
-$1.5M
1,562,908
+2466%
增持
AVEM
AMERICAN CENTY ETF TR
-$1.5M
2,157,235
+7529%
增持
TFLO
ISHARES TR
-$1.5M
634,913
+688%
增持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.4M
1,534,314
+2007%
增持
GDX
VANECK ETF TRUST
-$1.4M
1,719,210
+3646%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.4M
840,699
+1097%
增持
VGT
VANGUARD WORLD FD
-$1.4M
1,506,958
+54659%
增持
ILCG
ISHARES TR
-$1.4M
853,847
+1453%
增持
AAXJ
ISHARES TR
-$1.4M
1,393,207
+6751%
增持
XLC
SELECT SECTOR SPDR TR
-$1.3M
21,344
+31%
增持
AVMU
AMERICAN CENTY ETF TR
-$1.3M
1,323,867
+2579%
增持
LOW
LOWES COS INC
-$1.3M
1,205,014
+20276%
增持
GOVT
ISHARES TR
-$1.2M
836,594
+298%
增持
TBLL
INVESCO EXCH TRADED FD TR II
-$1.2M
968,499
+8328%
增持
EWJ
ISHARES INC
-$1.2M
31,684
+89%
增持
XSLV
INVESCO EXCH TRADED FD TR II
-$1.2M
1,362,082
+4871%
增持
TCAF
T ROWE PRICE ETF INC
-$1.1M
2,186,662
+5222%
增持
GOOGL
ALPHABET INC
-$1.1M
1,237,190
+15166%
增持
XLK
SELECT SECTOR SPDR TR
-$1.1M
1,111,975
+19299%
增持
SPTM
SPDR SER TR
-$1.1M
1,075,658
+6025%
增持
EWG
ISHARES INC
-$1.1M
1,054,793
+2985%
增持
USFR
WISDOMTREE TR
-$1.0M
496,951
+732%
增持
REZ
ISHARES TR
-$999.8K
1,111,635
+7804%
增持
PFF
ISHARES TR
-$993.6K
1,055,797
+3049%
增持
GCOW
PACER FDS TR
-$992.4K
665,386
+663%
增持
EWP
ISHARES INC
-$977.6K
1,027,298
+3176%
增持
WMT
WALMART INC
-$977.2K
1,305,751
+5377%
增持
IHDG
WISDOMTREE TR
-$970.2K
978,584
+4433%
增持
SPDW
SPDR INDEX SHS FDS
-$957.3K
1,383,326
+797%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$937.0K
1,049,258
+6255%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$935.0K
1,038,226
+4288%
增持
PSR
POWERSHARES ACTIVELY MANAGED
-$895.4K
986,962
+9260%
增持
VOE
VANGUARD INDEX FDS
-$888.8K
903,721
+15571%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$870.9K
999,189
+6355%
增持
VB
VANGUARD INDEX FDS
-$863.6K
1,623,701
+27057%
增持
EFG
ISHARES TR
-$859.3K
478,264
+1942%
增持
SPYV
SPDR SER TR
-$855.0K
867,189
+2863%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$833.1K
1,209,506
+5569%
增持
GOOG
ALPHABET INC
-$810.0K
998,642
+14915%
增持
EMXC
ISHARES INC
-$805.5K
715,459
+4938%
增持
XLE
SELECT SECTOR SPDR TR
-$800.4K
556,245
+2733%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
-$793.5K
495,640
+980%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$779.4K
647,320
+28416%
增持
VOT
VANGUARD INDEX FDS
-$760.0K
1,596,973
+48737%
增持
MPLX
MPLX LP
-$752.1K
811,371
+4274%
增持
ONEY
SPDR SER TR
-$749.4K
790,022
+9541%
清仓
BIBL
NORTHERN LTS FD TR IV
-$740.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$729.0K
2,041,339
+46817%
增持
IWO
ISHARES TR
-$724.6K
774,141
+28721%
增持
IWN
ISHARES TR
-$722.5K
833,540
+18036%
增持
XSOE
WISDOMTREE TR
-$703.6K
749,104
+2929%
增持
XLV
SELECT SECTOR SPDR TR
-$703.2K
500,000
+6733%
减持
SHY
ISHARES TR
-$702.4K
15,004
-36%
增持
AFL
AFLAC INC
-$699.4K
667,706
+7001%
增持
—
UNITI GROUP INC
-$676.0K
653,203
+352%
增持
COST
COSTCO WHSL CORP NEW
-$673.7K
619,578
+51748%
增持
DEUS
DBX ETF TR
-$666.8K
754,290
+5677%
增持
HDV
ISHARES TR
-$653.4K
379,398
+2284%
增持
IWM
ISHARES TR
-$637.6K
736,990
+22640%
增持
IWP
ISHARES TR
-$627.9K
638,244
+10532%
增持
SPAB
SPDR SER TR
-$627.8K
194,236
+83%
增持
SCHG
SCHWAB STRATEGIC TR
-$627.0K
577,662
+7977%
清仓
KSA
ISHARES TR
-$625.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$622.5K
472,382
+12282%
增持
ET
ENERGY TRANSFER L P
-$619.6K
722,096
+1610%
增持
LTC
LTC PPTYS INC
-$606.3K
673,369
+3401%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$585.5K
335,306
+778%
增持
COWZ
PACER FDS TR
-$576.5K
58,613
+261%
增持
PFLT
PENNANTPARK FLOATING RATE CA
-$572.8K
698,506
+1152%
增持
IJR
ISHARES TR
-$558.7K
289,225
+3330%
增持
AGNC
AGNC INVT CORP
-$552.1K
644,716
+935%
增持
QYLD
GLOBAL X FDS
-$549.0K
500,615
+1161%
增持
RPV
INVESCO EXCHANGE TRADED FD T
-$547.7K
692,485
+10925%
增持
QCOM
QUALCOMM INC
-$538.1K
554,253
+15749%
增持
XLF
SELECT SECTOR SPDR TR
-$512.4K
554,412
+3934%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$504.8K
933,063
+8782%
增持
JPST
J P MORGAN EXCHANGE TRADED F
-$504.3K
343,626
+1742%
增持
ANGL
VANECK ETF TRUST
-$503.7K
557,519
+2993%
增持
XLI
SELECT SECTOR SPDR TR
-$499.7K
505,777
+10182%
增持
IEFA
ISHARES TR
-$492.2K
365,578
+3001%
增持
DKL
DELEK LOGISTICS PARTNERS LP
-$462.8K
496,156
+4183%
增持
FPE
FIRST TR EXCH TRADED FD III
-$453.8K
301,338
+172%
增持
LLY
ELI LILLY & CO
-$446.1K
415,147
+68181%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$444.2K
517,383
+2838%
增持
SDOG
ALPS ETF TR
-$442.2K
469,913
+5528%
增持
MDYV
SPDR SER TR
-$441.4K
469,671
+7775%
增持
V
VISA INC
-$433.9K
403,365
+11136%
增持
—
GUARANTY BANCSHARES INC TEX
-$433.8K
502,055
+3298%
增持
HELO
J P MORGAN EXCHANGE TRADED F
-$429.3K
1,001,832
+12459%
增持
MMM
3M CO
-$411.5K
177,420
+4153%
增持
IWF
ISHARES TR
-$410.0K
457,288
+28897%
增持
GLD
SPDR GOLD TR
-$406.7K
550,450
+9655%
增持
QUAL
ISHARES TR
-$404.7K
623,541
+22145%
增持
APG
API GROUP CORP
-$403.6K
392,559
+3622%
增持
MINT
PIMCO ETF TR
-$392.0K
41,289
+689%
增持
SPYM
SPDR SER TR
+$391.6K
1,129,871
+1359%
增持
SCHP
SCHWAB STRATEGIC TR
-$390.2K
417,250
+5366%
增持
SPG
SIMON PPTY GROUP INC NEW
-$389.8K
424,070
+16795%
增持
CFR
CULLEN FROST BANKERS INC
-$389.6K
250,896
+7110%
增持
IAU
ISHARES GOLD TR
-$384.2K
27,806
+49%
增持
IWD
ISHARES TR
-$377.9K
414,955
+17863%
增持
OKE
ONEOK INC NEW
-$361.7K
405,158
+3138%
增持
CLM
CORNERSTONE STRATEGIC VALUE
-$359.1K
509,390
+800%
增持
VBR
VANGUARD INDEX FDS
-$356.4K
247,807
+13046%
增持
VNQ
VANGUARD INDEX FDS
-$356.1K
461,007
+9744%
增持
VYM
VANGUARD WHITEHALL FDS
-$355.9K
365,925
+6283%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$354.9K
211,182
+336%
增持
VWOB
VANGUARD WHITEHALL FDS
-$354.1K
326,988
+5712%
增持
HD
HOME DEPOT INC
-$354.1K
383,717
+17263%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$352.3K
265,557
+1602%
增持
VBK
VANGUARD INDEX FDS
-$351.3K
315,327
+23120%
增持
BOXX
EA SERIES TRUST
-$348.6K
587,473
+17568%
建仓
AMLP
ALPS ETF TR
+$347.4K
101,202
增持
IWR
ISHARES TR
-$344.1K
470,035
+3333%
增持
SLYG
SPDR SER TR
-$343.0K
377,675
+9248%
