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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 94
增持 51
减持 2
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.8M
70,622
+4030%
建仓
TBUX
T ROWE PRICE ETF INC
+$14.1M
286,399
建仓
FLTR
VANECK ETF TRUST
+$13.8M
543,234
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
BIL
SPDR SERIES TRUST
+$11.1M
123,059
增持
VTI
VANGUARD INDEX FDS
+$9.5M
30,926
+1589%
增持
SCHB
SCHWAB STRATEGIC TR
+$7.3M
302,668
+2961%
建仓
TFLR
T ROWE PRICE ETF INC
+$7.3M
143,547
增持
TSLA
TESLA INC
+$7.0M
19,456
+3313%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$6.7M
85,415
+1319%
增持
AAPL
APPLE INC
+$6.6M
39,950
+205%
建仓
THYF
T ROWE PRICE ETF INC
+$6.4M
124,071
建仓
GDX
VANECK ETF TRUST
+$5.8M
64,126
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$5.1M
80,422
建仓
TCAF
T ROWE PRICE ETF INC
+$4.0M
114,084
增持
VTV
VANGUARD INDEX FDS
+$3.8M
21,636
+825%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.8M
182,475
+174%
增持
TLH
ISHARES TR
+$3.8M
68,172
+123%
建仓
VUG
VANGUARD INDEX FDS
+$3.7M
8,578
增持
SGOV
ISHARES TR
+$3.5M
40,812
+626%
建仓
HEFA
ISHARES TR
+$3.4M
79,597
建仓
SCHF
SCHWAB STRATEGIC TR
+$3.2M
129,349
增持
AMZN
AMAZON COM INC
+$3.0M
21,469
+244%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
42,878
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$2.7M
56,357
增持
NVDA
NVIDIA CORPORATION
+$2.6M
21,129
+279%
建仓
FALN
ISHARES TR
+$2.6M
2,672
增持
—
EXXON MOBIL CORP
+$2.4M
20,741
+155%
增持
IVV
ISHARES TR
+$2.4M
13,722
+43%
建仓
FFIN
FIRST FINL BANKSHARES INC
+$2.3M
79,202
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.3M
12,129
增持
WMT
WALMART INC
+$2.3M
24,400
+252%
建仓
VV
VANGUARD INDEX FDS
+$2.2M
7,228
建仓
SCHA
SCHWAB STRATEGIC TR
+$2.1M
72,818
建仓
GOOGL
ALPHABET INC
+$2.1M
7,297
增持
QQQ
INVESCO QQQ TR
+$2.1M
8,864
+78%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.1M
37,124
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.0M
120,317
+96%
建仓
WTV
WISDOMTREE TR
+$2.0M
20,708
建仓
DGRS
WISDOMTREE TR
+$2.0M
36,918
建仓
EWS
ISHARES INC
+$1.9M
68,871
增持
AGG
ISHARES TR
+$1.9M
39,356
+116%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$1.9M
34,519
建仓
SPEM
SPDR INDEX SHS FDS
+$1.8M
38,148
增持
DYNF
BLACKROCK ETF TRUST
+$1.8M
96,587
+53%
增持
GOOG
ALPHABET INC
+$1.7M
6,594
+878%
建仓
GOOD
GLADSTONE COMMERCIAL CORP
+$1.7M
144,423
增持
VOO
VANGUARD INDEX FDS
+$1.6M
3,447
+330%
建仓
FVD
FIRST TR EXCHANGE-TRADED FD
+$1.6M
33,386
建仓
SRLN
SSGA ACTIVE ETF TR
+$1.5M
37,015
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$1.5M
13,524
建仓
MNR
MACH NATURAL RESOURCES LP
+$1.4M
102,748
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$1.4M
52,872
+73%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.4M
20,920
建仓
SDIV
GLOBAL X FDS
+$1.3M
52,981
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.2M
41,601
减持
HYDB
ISHARES TR
-$1.2M
9,688
-72%
增持
MSFT
MICROSOFT CORP
+$1.1M
6,168
+155%
建仓
SMH
VANECK ETF TRUST
+$1.1M
2,941
建仓
REZ
ISHARES TR
+$1.1M
13,437
增持
LOW
LOWES COS INC
+$1.1M
5,683
+491%
增持
VB
VANGUARD INDEX FDS
+$1.1M
5,168
+379%
建仓
OIH
VANECK ETF TRUST
+$1.1M
2,646
建仓
XLK
SELECT SECTOR SPDR TR
+$1.1M
7,988
建仓
GARP
ISHARES TR
+$1.0M
14,341
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$1.0M
9,887
建仓
SCHP
SCHWAB STRATEGIC TR
+$1.0M
39,057
建仓
MU
MICRON TECHNOLOGY INC
+$1.0M
3,039
建仓
BND
VANGUARD BD INDEX FDS
+$1.0M
13,939
建仓
IYW
ISHARES TR
+$1.0M
5,600
建仓
QTUM
ETF SER SOLUTIONS
+$991.1K
9,237
减持
DGRW
WISDOMTREE TR
-$989.7K
9,534
-53%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$976.7K
16,002
建仓
UNIT
UNITI GROUP LLC
+$973.4K
103,773
建仓
DEUS
DBX ETF TR
+$927.2K
15,482
建仓
EWZ
ISHARES INC
+$921.7K
24,009
增持
XLE
SELECT SECTOR SPDR TR
+$909.3K
24,464
+86%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$903.5K
3,728
建仓
XLI
SELECT SECTOR SPDR TR
+$900.4K
5,567
增持
DGRO
ISHARES TR
+$895.4K
59,016
+26%
建仓
SDVY
FIRST TR EXCHANGE TRADED FD
+$891.2K
22,603
建仓
PSK
SPDR SERIES TRUST
+$870.0K
28,210
建仓
VXUS
VANGUARD STAR FDS
+$857.3K
11,142
建仓
IWP
ISHARES TR
+$856.1K
6,682
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$855.2K
26,965
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$853.0K
15,049
建仓
MINT
PIMCO ETF TR
+$848.3K
8,435
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$840.1K
8,699
+128%
增持
USFR
WISDOMTREE TR
+$821.2K
54,751
+42%
增持
SPYG
SPDR SERIES TRUST
+$774.1K
15,203
+127%
建仓
MNBD
ALPS ETF TR
+$739.6K
28,627
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$733.2K
2,191
+105%
建仓
REM
ISHARES TR
+$729.0K
33,954
建仓
IWM
ISHARES TR
+$727.5K
2,933
建仓
LTC
LTC PPTYS INC
+$702.8K
18,914
建仓
EMXC
ISHARES INC
+$690.2K
8,819
建仓
FTMH
PUTNAM ETF TRUST
+$681.1K
59,071
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$668.3K
13,168
增持
BAI
BLACKROCK ETF TRUST
+$665.9K
62,529
+49%
建仓
ET
ENERGY TRANSFER L P
+$652.0K
33,782
建仓
QUAL
ISHARES TR
+$651.4K
3,396
建仓
OUSM
ALPS ETF TR
+$645.7K
14,762
增持
THRO
BLACKROCK ETF TRUST
+$644.6K
65,358
+46%
建仓
META
META PLATFORMS INC
+$641.2K
1,099
建仓
QQQI
NEOS ETF TRUST
+$609.0K
12,256
增持
XLV
SELECT SECTOR SPDR TR
+$599.0K
7,109
+148%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$595.7K
0
-100%
建仓
COST
COSTCO WHOLESALE CORPORATION
+$588.7K
591
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$587.8K
132,697
+28%
建仓
XLU
SELECT SECTOR SPDR TR
+$586.5K
12,780
建仓
XLP
SELECT SECTOR SPDR TR
+$577.5K
7,045
建仓
SPBU
AIM ETF PRODUCTS TRUST
+$570.7K
21,003
增持
ILCG
ISHARES TR
+$567.1K
52,038
+23%
建仓
ALL
ALLSTATE CORP
+$557.5K
2,689
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$552.8K
50,164
增持
CVX
CHEVRON CORPORATION
+$551.4K
4,648
+73%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$545.9K
19,498
建仓
SDOG
ALPS ETF TR
+$540.0K
8,303
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$533.8K
9,968
+72%
建仓
LLY
ELI LILLY & CO
+$533.3K
580
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$526.4K
40,578
+63%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$516.4K
1,515
+263%
建仓
EMN
EASTMAN CHEM CO
+$509.8K
6,680
清仓
SGOL
ETFS GOLD TR
-$507.2K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$496.2K
10,971
建仓
QCOM
QUALCOMM INC
+$495.0K
3,843
建仓
MPLX
MPLX LP
+$494.8K
8,670
增持
TFI
SPDR SERIES TRUST
+$494.5K
17,993
+156%
建仓
ELFY
ALPS ETF TR
+$487.0K
12,380
增持
IAU
ISHARES GOLD TR
+$483.0K
32,698
+11%
建仓
AGNC
AGNC INVT CORP
+$463.1K
46,171
建仓
CCJ
CAMECO CORP
+$461.7K
6,205
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$457.4K
5,528
增持
VYM
VANGUARD WHITEHALL FDS
+$454.0K
5,837
+104%
增持
IWY
ISHARES TR
+$452.5K
6,892
+51%
建仓
IBTI
ISHARES TR
+$451.5K
20,262
增持
SPYD
SPDR SERIES TRUST
+$448.3K
30,220
+41%
建仓
YYY
AMPLIFY ETF TR
+$439.5K
39,850
建仓
HYS
PIMCO ETF TR
+$438.2K
4,698
增持
OKE
ONEOK INC NEW
+$433.6K
11,014
+44%
建仓
SPYI
NEOS ETF TRUST
+$432.5K
8,760
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$430.3K
14,987
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$428.2K
2,681
+225%
增持
TFLO
ISHARES TR
+$425.2K
26,525
+46%
清仓
EOG
EOG RES INC
-$420.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$411.3K
571
建仓
AIQ
GLOBAL X FDS
+$411.2K
8,811
建仓
HYEM
VANECK ETF TRUST
+$406.4K
20,597
增持
HDV
ISHARES TR
+$401.3K
4,453
+167%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$400.4K
18,213
+184%
增持
MO
ALTRIA GROUP INC
+$397.8K
9,733
+129%
