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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 25
增持 60
减持 44
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
HAWX
ISHARES TR
+$6.3M
188,143
增持
BIL
SPDR SER TR
+$4.4M
210,485
+29%
增持
TSLA
TESLA INC
-$3.1M
22,308
+2%
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
AGG
ISHARES TR
-$2.4M
42,662
-37%
减持
SPYG
SPDR SER TR
-$2.2M
8,878
-73%
增持
AVIG
AMERICAN CENTY ETF TR
+$2.2M
203,254
+32%
减持
DGRW
WISDOMTREE TR
-$2.0M
10,192
-70%
减持
NVDA
NVIDIA CORPORATION
-$1.9M
49,880
-9%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.9M
247,614
+14%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$1.7M
18,212
减持
AAPL
APPLE INC
-$1.6M
52,332
-1%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.6M
121,235
+16%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.5M
74,132
-29%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
9,375
+150%
减持
QQQ
INVESCO QQQ TR
-$1.4M
13,927
-10%
增持
DGRO
ISHARES TR
+$1.3M
79,136
+36%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
82,316
+11%
减持
AMZN
AMAZON COM INC
-$1.3M
32,003
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.2M
189,748
-16%
增持
NOBL
PROSHARES TR
+$1.2M
71,647
+16%
增持
SGOV
ISHARES TR
+$1.1M
47,015
+31%
建仓
BOTZ
GLOBAL X FDS
+$917.2K
32,227
清仓
ARKK
ARK ETF TR
-$908.3K
0
-100%
增持
TFLR
T ROWE PRICE ETF INC
+$905.4K
23,436
+317%
增持
ILCG
ISHARES TR
+$817.9K
53,828
+36%
减持
EFG
ISHARES TR
-$810.7K
11,245
-44%
减持
HDV
ISHARES TR
-$794.5K
5,808
-56%
增持
IVV
ISHARES TR
+$788.2K
12,682
+18%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$755.1K
25,393
-37%
增持
USFR
WISDOMTREE TR
+$735.1K
56,832
+35%
减持
VTI
VANGUARD INDEX FDS
-$701.5K
40,862
-1%
减持
IWY
ISHARES TR
-$661.1K
7,078
-23%
减持
GDX
VANECK ETF TRUST
+$609.9K
52,935
-2%
增持
AVEM
AMERICAN CENTY ETF TR
+$602.8K
60,491
+17%
增持
FLTR
VANECK ETF TRUST
+$601.4K
480,258
+5%
减持
VUG
VANGUARD INDEX FDS
-$581.7K
13,548
-1%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$523.4K
56,167
+144%
增持
GLD
SPDR GOLD TR
+$504.9K
9,674
+3%
增持
VOO
VANGUARD INDEX FDS
+$503.5K
24,553
+9%
增持
TFLO
ISHARES TR
+$501.3K
67,781
+17%
增持
IJH
ISHARES TR
+$500.3K
138,722
+14%
增持
TBUX
T ROWE PRICE ETF INC
+$493.4K
276,315
+4%
减持
SPMD
SPDR SER TR
-$483.9K
51,652
-10%
增持
THYF
T ROWE PRICE ETF INC
+$458.8K
79,401
+14%
减持
SPDW
SPDR INDEX SHS FDS
-$450.2K
118,357
-15%
增持
SPTS
SPDR SER TR
+$433.8K
134,880
+11%
清仓
EOG
EOG RES INC
-$399.8K
0
-100%
减持
ALL
ALLSTATE CORP
-$396.1K
4,369
-35%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$389.3K
12,565
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$387.7K
91,129
+33%
清仓
—
BARNES GROUP INC
-$384.6K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$362.6K
41,468
+22%
增持
VTV
VANGUARD INDEX FDS
+$360.9K
19,346
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$352.1K
86,134
+24%
减持
SPYM
SPDR SER TR
-$348.0K
83,295
-1%
增持
—
EXXON MOBIL CORP
+$344.6K
30,487
+0%
建仓
MELI
MERCADOLIBRE INC
+$337.5K
173
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$333.8K
4,106
-62%
增持
CVX
CHEVRON CORP NEW
+$326.9K
6,588
+23%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$324.8K
78,620
+27%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$322.6K
70,119
+28%
建仓
NEM
NEWMONT CORP
+$318.0K
6,058
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$307.7K
65,921
+28%
减持
SCHB
SCHWAB STRATEGIC TR
-$305.7K
226,427
-1%
减持
GOOGL
ALPHABET INC
-$303.1K
8,586
-0%
建仓
WFC
WELLS FARGO CO NEW
+$299.7K
4,174
减持
VV
VANGUARD INDEX FDS
-$295.1K
9,206
-7%
减持
XLE
SELECT SECTOR SPDR TR
-$290.2K
15,853
-23%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$285.4K
85,491
+24%
清仓
AFL
AFLAC INC
-$274.3K
0
-100%
清仓
SO
SOUTHERN CO
-$273.3K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$271.4K
1,893
-9%
增持
SCHD
SCHWAB STRATEGIC TR
+$267.5K
203,201
+3%
增持
GCOW
PACER FDS TR
+$265.0K
80,758
+0%
减持
AVGO
BROADCOM INC
-$264.6K
1,533
-32%
建仓
TOPT
ISHARES TR
+$261.1K
10,960
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$258.3K
31,468
+42%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$255.4K
0
-100%
减持
META
META PLATFORMS INC
-$251.7K
1,739
-19%
清仓
KGC
KINROSS GOLD CORP
-$249.8K
0
-100%
减持
ACWV
ISHARES INC
-$247.6K
5,342
-33%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$246.6K
62,334
+3%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$246.1K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$245.0K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$242.6K
0
-100%
建仓
VDE
VANGUARD WORLD FD
+$242.5K
1,870
清仓
—
ACCENTURE PLC IRELAND
-$233.9K
0
-100%
增持
GOVT
ISHARES TR
+$232.6K
199,754
+5%
清仓
IGSB
ISHARES TR
-$231.6K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$231.4K
18,594
+70%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$228.4K
8,109
-52%
建仓
MA
MASTERCARD INCORPORATED
+$228.2K
416
建仓
IXG
ISHARES TR
+$226.6K
2,200
清仓
DFAT
DIMENSIONAL ETF TRUST
-$224.7K
0
-100%
建仓
JMHI
J P MORGAN EXCHANGE TRADED F
+$223.8K
4,433
建仓
WEC
WEC ENERGY GROUP INC
+$222.2K
2,039
建仓
BA
BOEING CO
+$221.8K
1,301
建仓
OGE
OGE ENERGY CORP
+$221.3K
4,816
建仓
SAN
BANCO SANTANDER S.A.
+$219.5K
32,765
建仓
TLT
ISHARES TR
+$218.6K
2,402
清仓
MTUM
ISHARES TR
-$217.3K
0
-100%
清仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$217.1K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$216.9K
0
-100%
减持
MS
MORGAN STANLEY
-$216.6K
3,115
-32%
建仓
FDV
FEDERATED HERMES ETF TRUST
+$215.2K
7,641
建仓
MMM
3M CO
+$214.7K
1,462
建仓
VLO
VALERO ENERGY CORP
+$212.1K
1,606
减持
EWP
ISHARES INC
+$210.9K
31,130
-1%
清仓
NTR
NUTRIEN LTD
-$210.3K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$205.0K
3,021
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$204.7K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$204.5K
1,289
建仓
FEZ
SPDR INDEX SHS FDS
+$204.5K
3,759
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$203.1K
752
清仓
KMI
KINDER MORGAN INC DEL
-$201.9K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$201.4K
134,442
+1%
清仓
SMH
VANECK ETF TRUST
-$200.4K
0
-100%
增持
SPSM
SPDR SER TR
-$200.3K
147,604
+7%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$200.2K
3,938
减持
AMD
ADVANCED MICRO DEVICES INC
-$196.1K
2,371
-35%
减持
XLK
SELECT SECTOR SPDR TR
-$195.8K
5,179
-5%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$190.6K
0
-100%
减持
QYLD
GLOBAL X FDS
-$187.7K
21,704
-28%
增持
MSFT
MICROSOFT CORP
-$182.5K
7,018
+5%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$177.7K
31,122
+12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$173.7K
42,507
-11%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$170.6K
5,120
+50%
增持
T
AT&T INC
+$168.5K
33,930
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$166.5K
49,141
+11%
减持
AGNC
AGNC INVT CORP
-$166.4K
43,336
-31%
增持
SCHP
SCHWAB STRATEGIC TR
+$165.7K
23,087
+31%
增持
GOOG
ALPHABET INC
-$163.9K
8,685
+9%
增持
VB
VANGUARD INDEX FDS
-$163.1K
10,084
+1%
减持
PG
PROCTER AND GAMBLE CO
+$160.5K
58,958
-0%
增持
JNJ
JOHNSON & JOHNSON
+$157.5K
3,973
+15%
增持
AVGE
AMERICAN CENTY ETF TR
+$156.4K
16,003
+18%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$155.5K
11,766
+14%
增持
MNBD
ALPS ETF TR
+$150.3K
24,325
+33%
增持
IAU
ISHARES GOLD TR
+$150.0K
10,043
+12%
减持
EWG
ISHARES INC
+$146.3K
32,435
-2%
减持
IWM
ISHARES TR
-$143.8K
3,204
-10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$142.0K
46,084
-0%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$140.2K
12,688
+13%
减持
XLV
SELECT SECTOR SPDR TR
-$138.9K
5,842
-19%
增持
TILL
LISTED FD TR
+$137.2K
22,302
+36%
减持
OKE
ONEOK INC NEW
-$134.1K
11,238
-10%
增持
REZ
ISHARES TR
+$133.6K
13,796
+6%
减持
SPG
SIMON PPTY GROUP INC NEW
-$133.6K
2,066
-25%
增持
BSCY
INVESCO EXCH TRD SLF IDX FD
+$133.3K
55,331
+12%
增持
SCHA
SCHWAB STRATEGIC TR
-$132.9K
116,048
+5%
