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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 19
增持 26
减持 54
清仓 51
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SERIES TRUST
+$80.4M
851,088
+9486%
建仓
SPTI
SPDR SERIES TRUST
+$57.2M
1,988,240
增持
SPYV
SPDR SERIES TRUST
+$50.6M
989,774
+3961%
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
SPMB
SPDR SERIES TRUST
+$41.2M
1,862,493
建仓
SPIB
SPDR SERIES TRUST
+$30.0M
894,368
增持
SPDW
SPDR INDEX SHS FDS
+$24.4M
708,918
+499%
增持
SPSM
SPDR SERIES TRUST
+$18.4M
573,588
+289%
增持
SPEM
SPDR INDEX SHS FDS
+$14.6M
359,245
+1775%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$12.4M
10,180
-88%
减持
VOO
VANGUARD INDEX FDS
-$11.6M
1,845
-92%
减持
PG
PROCTER AND GAMBLE CO
-$9.5M
3,203
-95%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$9.5M
0
-100%
清仓
IJH
ISHARES TR
-$8.1M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$7.9M
164,992
+1081%
清仓
NOBL
PROSHARES TR
-$7.3M
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$6.8M
62,543
增持
SLYG
SPDR SERIES TRUST
+$6.7M
84,129
+792%
清仓
HAWX
ISHARES TR
-$6.3M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.2M
60,731
-68%
减持
SPYM
SPDR SERIES TRUST
-$5.1M
5,161
-94%
增持
XLV
SELECT SECTOR SPDR TR
+$4.7M
41,403
+609%
减持
IVV
ISHARES TR
-$4.6M
4,058
-68%
减持
BIL
SPDR SERIES TRUST
-$4.4M
162,955
-23%
清仓
SPTS
SPDR SER TR
-$3.9M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$3.8M
4,893
-65%
减持
GOVT
ISHARES TR
-$3.8M
35,493
-82%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.7M
263,783
+7%
减持
AAPL
APPLE INC
-$3.6M
38,903
-26%
减持
ILCG
ISHARES TR
-$3.3M
11,488
-79%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.2M
10,162
-86%
减持
DGRO
ISHARES TR
-$3.2M
26,083
-67%
增持
IEFA
ISHARES TR
+$3.1M
45,842
+404%
减持
TFLO
ISHARES TR
-$3.0M
8,139
-88%
建仓
VTIP
VANGUARD MALVERN FDS
+$2.9M
58,479
清仓
TIP
ISHARES TR
-$2.8M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.6M
3,105
-93%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.5M
119,562
-41%
减持
GCOW
PACER FDS TR
-$2.4M
16,061
-80%
减持
USFR
WISDOMTREE TR
-$2.3M
10,163
-82%
减持
VXUS
VANGUARD STAR FDS
-$2.2M
7,565
-83%
减持
NVDA
NVIDIA CORPORATION
-$2.2M
20,589
-59%
增持
AGG
ISHARES TR
+$2.1M
63,572
+49%
建仓
EFA
ISHARES TR
+$2.0M
22,817
建仓
EPI
WISDOMTREE TR
+$2.0M
41,259
清仓
DFUS
DIMENSIONAL ETF TRUST
-$1.9M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.8M
3,149
-67%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.8M
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$1.6M
0
-100%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.5M
129,024
+6%
清仓
BSCU
INVESCO EXCH TRD SLF IDX FD
-$1.5M
0
-100%
清仓
SPAB
SPDR SER TR
-$1.5M
0
-100%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.5M
11,858
-88%
建仓
FXY
INVESCO CURRENCYSHARES JAPAN
+$1.5M
22,841
清仓
BSCT
INVESCO EXCH TRD SLF IDX FD
-$1.5M
0
-100%
清仓
AAXJ
ISHARES TR
-$1.4M
0
-100%
清仓
BSCW
INVESCO EXCH TRD SLF IDX FD
-$1.4M
0
-100%
减持
—
EXXON MOBIL CORP
-$1.4M
20,328
-33%
建仓
IAGG
ISHARES TR
+$1.4M
27,494
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
10,584
-75%
清仓
BSCV
INVESCO EXCH TRD SLF IDX FD
-$1.4M
0
-100%
清仓
BSCS
INVESCO EXCH TRD SLF IDX FD
-$1.3M
0
-100%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$1.3M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.3M
3,391
-64%
清仓
SHY
ISHARES TR
-$1.3M
0
-100%
增持
TFLR
T ROWE PRICE ETF INC
+$1.3M
47,756
+104%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$1.2M
0
-100%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$1.2M
0
-100%
清仓
FALN
ISHARES TR
-$1.2M
0
-100%
清仓
BSCX
INVESCO EXCH TRD SLF IDX FD
-$1.2M
0
-100%
减持
SPMD
SPDR SERIES TRUST
-$1.2M
27,077
-48%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.2M
0
-100%
清仓
SPYD
SPDR SER TR
-$1.2M
0
-100%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$1.1M
4,224
-74%
清仓
BSCY
INVESCO EXCH TRD SLF IDX FD
-$1.1M
0
-100%
清仓
EFG
ISHARES TR
-$1.1M
0
-100%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$1.1M
4,293
-83%
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
31,109
-32%
减持
PPLT
ABRDN PLATINUM ETF TRUST
-$1.0M
5,032
-72%
减持
IWR
ISHARES TR
-$1.0M
3,139
-80%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$1.0M
8,543
-72%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.0M
55,483
+34%
减持
VB
VANGUARD INDEX FDS
-$966.5K
5,358
-47%
增持
AVIG
AMERICAN CENTY ETF TR
+$949.0K
224,932
+11%
增持
IJR
ISHARES TR
+$929.3K
14,814
+125%
增持
TBUX
T ROWE PRICE ETF INC
+$925.9K
293,952
+6%
清仓
BOTZ
GLOBAL X FDS
-$917.2K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$917.0K
71,225
-39%
减持
IWY
ISHARES TR
-$905.6K
2,383
-66%
清仓
STIP
ISHARES TR
-$887.5K
0
-100%
减持
TSLA
TESLA INC
+$884.7K
20,984
-6%
减持
DIVO
AMPLIFY ETF TR
-$871.7K
5,519
-80%
减持
AVMU
AMERICAN CENTY ETF TR
-$865.5K
34,569
-35%
减持
V
VISA INC
-$859.7K
934
-73%
建仓
IEMG
ISHARES INC
+$843.3K
14,047
减持
OKE
ONEOK INC NEW
-$831.9K
3,469
-69%
增持
AVGE
AMERICAN CENTY ETF TR
+$830.6K
25,424
+59%
清仓
EQAL
INVESCO EXCH TRADED FD TR II
-$816.5K
0
-100%
清仓
DGRW
WISDOMTREE TR
-$814.0K
0
-100%
增持
FLTR
VANECK ETF TRUST
+$813.3K
512,998
+7%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$790.2K
38,411
+13%
增持
AVEM
AMERICAN CENTY ETF TR
+$784.7K
64,553
+7%
减持
VOT
VANGUARD INDEX FDS
-$761.4K
3,636
-50%
建仓
PNC
PNC FINL SVCS GROUP INC
+$736.2K
3,949
减持
XLE
SELECT SECTOR SPDR TR
-$716.3K
9,022
-43%
清仓
HDV
ISHARES TR
-$703.4K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$701.5K
46,077
+79%
建仓
INDA
ISHARES TR
+$698.4K
12,543
建仓
BTCI
NEOS ETF TRUST
+$648.3K
10,860
减持
EWP
ISHARES INC
-$642.9K
12,307
-60%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$636.8K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$622.4K
0
-100%
清仓
ACWV
ISHARES INC
-$621.6K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$592.1K
0
-100%
清仓
—
GUARANTY BANCSHARES INC TEX
-$591.4K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$584.1K
1,810
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$582.9K
61,920
-1%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$576.2K
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$573.3K
105,671
+8%
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$570.4K
3,108
-76%
减持
EWG
ISHARES INC
-$538.6K
15,696
-52%
减持
T
AT&T INC
-$527.9K
15,038
-56%
减持
COWZ
PACER FDS TR
-$482.6K
4,401
-67%
增持
GDX
VANECK ETF TRUST
+$461.9K
55,414
+5%
减持
CVX
CHEVRON CORP NEW
-$446.4K
4,579
-30%
清仓
ABBV
ABBVIE INC
-$445.9K
0
-100%
建仓
PPL
PPL CORP
+$441.6K
13,031
建仓
IGSB
ISHARES TR
+$422.0K
7,998
减持
WMT
WALMART INC
-$404.3K
20,228
-26%
增持
PM
PHILIP MORRIS INTL INC
+$398.2K
3,309
+157%
清仓
JAAA
JANUS DETROIT STR TR
-$392.5K
0
-100%
清仓
TDIV
FIRST TR EXCHANGE TRADED FD
-$390.0K
0
-100%
清仓
ONEQ
FIDELITY COMWLTH TR
-$389.7K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$387.2K
2,656
-54%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$370.4K
17,757
减持
SPY
SPDR S&P 500 ETF TR
-$364.7K
4,579
-20%
减持
VUG
VANGUARD INDEX FDS
+$361.5K
12,285
-9%
清仓
JMEE
J P MORGAN EXCHANGE TRADED F
-$359.5K
0
-100%
清仓
SHEL
SHELL PLC
-$344.9K
0
-100%
建仓
MAGS
LISTED FDS TR
+$342.8K
6,180
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$331.8K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$326.1K
0
-100%
清仓
ENB
ENBRIDGE INC
-$321.5K
0
-100%
清仓
XAR
SPDR SER TR
-$319.7K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$315.3K
5,800
-40%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$312.8K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$308.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$305.7K
3,143
+34%
清仓
NULG
NUSHARES ETF TR
-$304.5K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$301.3K
6,367
清仓
WFC
WELLS FARGO CO NEW
-$299.7K
0
-100%
