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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 20
增持 13
减持 27
清仓 90
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SERIES TRUST
-$90.8M
6,696
-99%
清仓
SPTI
SPDR SERIES TRUST
-$59.2M
0
-100%
减持
SPYV
SPDR SERIES TRUST
-$54.7M
11,543
-99%
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。
清仓
SPMB
SPDR SERIES TRUST
-$43.0M
0
-100%
清仓
SPIB
SPDR SERIES TRUST
-$31.3M
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$30.9M
0
-100%
减持
SPSM
SPDR SERIES TRUST
-$27.0M
5,711
-99%
清仓
SPEM
SPDR INDEX SHS FDS
-$18.9M
0
-100%
清仓
TBUX
T ROWE PRICE ETF INC
-$15.0M
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$13.6M
1,710
-97%
清仓
FLTR
VANECK ETF TRUST
-$13.6M
0
-100%
清仓
BIL
SPDR SERIES TRUST
-$10.7M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$9.4M
1,831
-94%
减持
XLF
SELECT SECTOR SPDR TR
-$8.9M
3,803
-98%
减持
TSLA
TESLA INC
-$8.2M
570
-97%
清仓
XLC
SELECT SECTOR SPDR TR
-$7.6M
0
-100%
清仓
SLYG
SPDR SERIES TRUST
-$7.3M
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$7.1M
9,889
-97%
减持
XLV
SELECT SECTOR SPDR TR
-$5.5M
2,871
-93%
清仓
THYF
T ROWE PRICE ETF INC
-$4.9M
0
-100%
增持
IVV
ISHARES TR
+$4.7M
9,610
+244%
清仓
GDX
VANECK ETF TRUST
-$4.7M
0
-100%
减持
AGG
ISHARES TR
-$4.7M
18,227
-72%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$4.7M
0
-100%
减持
AAPL
APPLE INC
-$4.5M
13,116
-58%
清仓
TFLR
T ROWE PRICE ETF INC
-$4.4M
0
-100%
清仓
TCAF
T ROWE PRICE ETF INC
-$4.3M
0
-100%
减持
AMZN
AMAZON COM INC
-$4.0M
6,237
-75%
清仓
VUG
VANGUARD INDEX FDS
-$4.0M
0
-100%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$3.9M
6,020
-87%
建仓
DYNF
BLACKROCK ETF TRUST
+$3.9M
63,330
减持
IEFA
ISHARES TR
-$3.5M
3,814
-91%
增持
ILCG
ISHARES TR
+$3.2M
42,306
+272%
减持
VTV
VANGUARD INDEX FDS
-$3.2M
2,339
-88%
建仓
TLH
ISHARES TR
+$3.1M
30,621
清仓
VTIP
VANGUARD MALVERN FDS
-$3.0M
0
-100%
减持
SGOV
ISHARES TR
-$2.9M
5,621
-84%
清仓
SCHF
SCHWAB STRATEGIC TR
-$2.9M
0
-100%
建仓
SPTS
SPDR SERIES TRUST
+$2.8M
96,721
清仓
FFIN
FIRST FINL BANKSHARES INC
-$2.6M
0
-100%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$2.5M
104,048
建仓
IAU
ISHARES GOLD TR
+$2.4M
29,563
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$2.4M
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$2.2M
0
-100%
清仓
EFA
ISHARES TR
-$2.1M
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$2.0M
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$2.0M
0
-100%
建仓
STIP
ISHARES TR
+$2.0M
19,217
增持
DGRO
ISHARES TR
+$1.9M
46,763
+133%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.8M
18,630
+400%
建仓
DGRW
WISDOMTREE TR
+$1.8M
20,431
清仓
GOOGL
ALPHABET INC
-$1.8M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
5,577
-63%
建仓
THRO
BLACKROCK ETF TRUST
+$1.7M
44,675
清仓
WTV
WISDOMTREE TR
-$1.7M
0
-100%
清仓
IDMO
INVESCO EXCH TRADED FD TR II
-$1.7M
0
-100%
增持
GLD
SPDR GOLD TR
+$1.7M
7,140
+125%
清仓
DGRS
WISDOMTREE TR
-$1.7M
0
-100%
建仓
HYDB
ISHARES TR
+$1.6M
34,292
清仓
IJR
ISHARES TR
-$1.6M
0
-100%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$1.6M
30,551
+560%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.5M
0
-100%
清仓
FVD
FIRST TR EXCHANGE-TRADED FD
-$1.5M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.5M
66,568
-45%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
增持
USFR
WISDOMTREE TR
+$1.4M
38,453
+277%
清仓
FXY
INVESCO CURRENCYSHARES JAPAN
-$1.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.4M
2,419
-51%
建仓
BAI
BLACKROCK ETF TRUST
+$1.4M
41,874
建仓
BINC
BLACKROCK ETF TRUST II
+$1.4M
26,269
清仓
IAGG
ISHARES TR
-$1.4M
0
-100%
清仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$1.3M
0
-100%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
清仓
SDIV
GLOBAL X FDS
-$1.2M
0
-100%
清仓
ARKG
ARK ETF TR
-$1.2M
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
清仓
EWZ
ISHARES INC
-$1.2M
0
-100%
减持
GOOG
ALPHABET INC
-$1.2M
674
-88%
减持
WMT
WALMART INC
-$1.2M
6,922
-64%
减持
—
EXXON MOBIL CORP
-$1.2M
8,127
-58%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$1.1M
15,669
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
24,835
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
417
-84%
清仓
XLK
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
61,266
+102%
清仓
CEF
SPROTT ASSET MANAGEMENT LP
-$1.1M
0
-100%
清仓
REZ
ISHARES TR
-$1.1M
0
-100%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
减持
SPMD
SPDR SERIES TRUST
-$1.0M
8,963
-67%
减持
LOW
LOWES COS INC
-$1.0M
961
-80%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$1.0M
0
-100%
清仓
IYW
ISHARES TR
-$992.0K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$969.8K
0
-100%
清仓
PFF
ISHARES TR
-$967.2K
0
-100%
清仓
MPLX
MPLX LP
-$944.0K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$939.8K
0
-100%
清仓
QTUM
ETF SER SOLUTIONS
-$905.3K
0
-100%
清仓
DEUS
DBX ETF TR
-$894.1K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$881.2K
0
-100%
清仓
IEMG
ISHARES INC
-$878.5K
0
-100%
清仓
EMXC
ISHARES INC
-$868.0K
0
-100%
清仓
QUAL
ISHARES TR
-$849.4K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$843.3K
0
-100%
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$834.0K
0
-100%
建仓
SHY
ISHARES TR
+$827.2K
9,988
清仓
LLY
ELI LILLY & CO
-$810.1K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$808.8K
0
-100%
清仓
IWP
ISHARES TR
-$797.6K
0
-100%
建仓
DOL
WISDOMTREE TR
+$797.2K
12,106
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$741.7K
22,832
+235%
清仓
VLO
VALERO ENERGY CORP
-$741.5K
0
-100%
清仓
REM
ISHARES TR
-$730.5K
0
-100%
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$726.7K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$720.9K
1,080
-73%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$720.5K
0
-100%
清仓
META
META PLATFORMS INC
-$709.0K
0
-100%
清仓
MNBD
ALPS ETF TR
-$699.8K
0
-100%
清仓
LTC
LTC PPTYS INC
-$698.2K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$694.0K
0
-100%
清仓
BTCI
NEOS ETF TRUST
-$669.4K
0
-100%
增持
IWY
ISHARES TR
+$660.1K
4,558
+107%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$646.9K
0
-100%
清仓
ALL
ALLSTATE CORP
-$645.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$636.9K
0
-100%
清仓
UNIT
UNITI GROUP LLC
-$635.1K
0
-100%
清仓
INDA
ISHARES TR
-$634.2K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$625.8K
19,867
+243%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$603.8K
0
-100%
清仓
OUSM
ALPS ETF TR
-$600.5K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$596.6K
0
-100%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$595.7K
3,803
建仓
DEM
WISDOMTREE TR
+$591.8K
12,671
清仓
QCOM
QUALCOMM INC
-$590.1K
0
-100%
建仓
IJH
ISHARES TR
+$588.9K
8,923
清仓
IWM
ISHARES TR
-$588.4K
0
-100%
清仓
TBLL
INVESCO EXCH TRADED FD TR II
-$576.0K
0
-100%
清仓
LPLA
LPL FINL HLDGS INC
-$575.9K
0
-100%
清仓
SPBU
AIM ETF PRODUCTS TRUST
-$568.3K
0
-100%
清仓
EVTR
MORGAN STANLEY ETF TRUST
-$555.2K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$554.3K
0
-100%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$551.6K
10,201
清仓
CLM
CORNERSTONE STRATEGIC INVEST
-$548.1K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$547.4K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$533.5K
0
-100%
增持
SPYD
SPDR SERIES TRUST
+$527.8K
21,441
+136%
增持
TFLO
ISHARES TR
+$520.0K
18,187
+131%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$515.9K
0
-100%
减持
GOVT
ISHARES TR
-$511.0K
12,048
-65%
建仓
SGOL
ETFS GOLD TR
+$507.2K
12,346
清仓
PPL
PPL CORP
-$505.0K
0
-100%
