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Second Half Financial Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Second Half Financial Partners, LLC

报告期 2026-03-31 · CIK 0001946654

持仓数

96

前50大市值合计

$208.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BIL SPDR SERIES TRUST

STATE STREET SPD

$43.0M

469,315

20.7%

QQQI NEOS ETF TRUST

NASDAQ 100 HIGH

$24.8M

499,503

11.9%

SPYI NEOS ETF TRUST

NEOS S&P 500 HI

$20.0M

404,802

9.6%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$18.5M

412,650

8.9%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$16.0M

628,118

7.7%

OMAH TIDAL TRUST III

VISTASHARES TRGT

$15.6M

865,716

7.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$11.7M

17,966

5.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$4.0M

6,901

1.9%

ACIO ETF SER SOLUTIONS

APTUS COLLRD INV

$3.5M

82,357

1.7%

AAPL APPLE INC

COM

$3.2M

12,771

1.6%

DRSK ETF SER SOLUTIONS

APTUS DEFINED

$3.2M

118,347

1.6%

IYW ISHARES TR

U.S. TECH ETF

$2.7M

14,855

1.3%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$2.5M

80,669

1.2%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.4M

9,648

1.2%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$2.1M

4,589

1.0%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$2.1M

45,445

1.0%

DUBS ETF SER SOLUTIONS

APTUS LARGE CAP

$1.9M

52,084

0.9%

NVDA NVIDIA CORPORATION

COM

$1.8M

10,400

0.9%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$1.8M

9,443

0.9%

IDUB ETF SER SOLUTIONS

APTUS INT ENH YL

$1.8M

72,395

0.9%

JUCY ETF SER SOLUTIONS

APTUS ENHANCED

$1.7M

74,893

0.8%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$1.3M

33,173

0.6%

DEFR ETF SER SOLUTIONS

APTUS DEFERRED I

$1.3M

48,310

0.6%

STXF EA SERIES TRUST

STRIVE 500 ETF

$1.3M

29,860

0.6%

ADME ETF SER SOLUTIONS

APTUS DRAWDOWN

$1.2M

24,748

0.6%

— EXXON MOBIL CORP

COM

$1.2M

6,924

0.6%

LHX L3HARRIS TECHNOLOGIES INC

COM

$1.0M

2,934

0.5%

GD GENERAL DYNAMICS CORP

COM

$1.0M

2,936

0.5%

NFLX NETFLIX INC.

COM

$953.0K

9,912

0.5%

PDP INVESCO EXCHANGE TRADED FD T

DORSEY WRIGHT MO

$900.7K

7,460

0.4%

MSFT MICROSOFT CORP

COM

$870.6K

2,352

0.4%

RKT ROCKET COS INC

COM CL A

$838.2K

58,819

0.4%

WMT WALMART INC

COM

$831.4K

6,690

0.4%

AMZN AMAZON COM INC

COM

$821.7K

3,945

0.4%

OSCV ETF SER SOLUTIONS

OPUS SML CP VL

$796.4K

20,192

0.4%

JPM JPMORGAN CHASE & CO

COM

$784.8K

2,668

0.4%

— ROYAL CARIBBEAN GROUP

COM

$718.2K

2,610

0.3%

TLT ISHARES TR

20 YR TR BD ETF

$700.0K

8,075

0.3%

EXPE EXPEDIA GROUP INC

COM NEW

$670.3K

2,903

0.3%

GOOGL ALPHABET INC

CAP STK CL A

$663.7K

2,308

0.3%

TSLA TESLA INC

COM

$632.7K

1,702

0.3%

QCOM QUALCOMM INC

COM

$619.6K

4,811

0.3%

CRM SALESFORCE INC

COM

$618.8K

3,315

0.3%

NEE NEXTERA ENERGY INC

COM

$612.7K

6,597

0.3%

BMY BRISTOL-MYERS SQUIBB CO

COM

$594.4K

9,801

0.3%

MO ALTRIA GROUP INC

COM

$587.3K

8,900

0.3%

ANET ARISTA NETWORKS INC

COM SHS

$569.7K

4,640

0.3%

CAT CATERPILLAR INC

COM

$560.4K

791

0.3%

AVGO BROADCOM INC

COM

$549.1K

1,774

0.3%

EXEL EXELIXIS INC

COM

$545.4K

12,717

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

66%前 6 大占比

BIL20.7%QQQI11.9%SPYI9.6%DIVO8.9%RDVI7.7%OMAH7.5%