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Strategic Financial Partners, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Strategic Financial Partners, Ltd.
报告期 2026-03-31 · CIK 0002027921
持仓数
81
前50大市值合计
$221.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
20Q1
19Q4
21Q4 调仓
2020-03-31 → 2021-12-31 · 共 81 项
建仓 21
增持 20
减持 27
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VONG
VANGUARD SCOTTSDALE FDS
+$21.4M
336,880
+938%
增持
SPDW
SPDR INDEX SHS FDS
+$19.3M
720,513
+148%
增持
IWR
ISHARES TR
+$19.2M
309,313
+107%
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。
增持
SPYM
SPDR SER TR
+$17.3M
498,465
+43%
减持
SCHO
SCHWAB STRATEGIC TR
-$9.8M
6,133
-97%
增持
SPYV
SPDR SER TR
+$6.8M
255,838
+70%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.5M
77,970
+295%
建仓
SPTI
SPDR SER TR
+$4.2M
132,343
减持
IJR
ISHARES TR
+$4.0M
73,671
-7%
减持
AGG
ISHARES TR
-$3.1M
44,408
-38%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.8M
70,761
+239%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$2.8M
52,827
增持
VUG
VANGUARD INDEX FDS
+$2.5M
15,218
+0%
建仓
ILTB
ISHARES TR
+$1.6M
22,762
减持
MGK
VANGUARD WORLD FD
+$1.3M
19,984
-34%
建仓
ISTB
ISHARES TR
+$1.2M
24,471
清仓
MUB
ISHARES TR
-$1.1M
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$1.1M
19,405
-2%
建仓
VOO
VANGUARD INDEX FDS
+$1.1M
2,419
减持
VTI
VANGUARD INDEX FDS
+$887.0K
12,192
-24%
增持
FMB
FIRST TR EXCH TRADED FD III
+$864.0K
41,312
+50%
建仓
DEED
FIRST TR EXCHNG TRADED FD VI
+$788.0K
30,656
增持
VB
VANGUARD INDEX FDS
+$778.0K
4,580
+106%
建仓
MINT
PIMCO ETF TR
+$687.0K
6,764
增持
AAPL
APPLE INC
+$646.0K
5,042
+416%
增持
MSFT
MICROSOFT CORP
+$637.0K
3,381
+7%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$619.0K
2,736
建仓
ACWI
ISHARES TR
+$611.0K
5,780
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$583.0K
4,206
-73%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$570.0K
9,956
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$527.0K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$512.0K
16,875
+26%
增持
IWD
ISHARES TR
+$460.0K
5,230
+24%
减持
VOT
VANGUARD INDEX FDS
+$445.0K
5,065
-24%
减持
VBR
VANGUARD INDEX FDS
+$444.0K
7,064
-23%
增持
VNQ
VANGUARD INDEX FDS
+$425.0K
6,310
+44%
增持
RWR
SPDR SER TR
+$410.0K
7,080
+12%
建仓
QQQ
INVESCO QQQ TR
+$409.0K
1,029
清仓
—
MAXIM INTEGRATED PRODS INC
-$399.0K
0
-100%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$399.0K
31,990
+19%
清仓
SDY
SPDR SER TR
-$395.0K
0
-100%
减持
VOE
VANGUARD INDEX FDS
+$385.0K
6,665
-12%
减持
VBK
VANGUARD INDEX FDS
+$382.0K
5,066
-27%
清仓
IAGG
ISHARES TR
-$381.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$366.0K
5,649
+16%
清仓
SPSB
SPDR SER TR
-$348.0K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$347.0K
6,281
建仓
FDD
FIRST TR STOXX EUROPEAN SELE
+$345.0K
23,899
建仓
SBUX
STARBUCKS CORP
+$342.0K
2,926
建仓
VGT
VANGUARD WORLD FDS
+$341.0K
744
增持
PICB
INVESCO EXCH TRADED FD TR II
+$300.0K
30,895
+36%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$290.0K
16,666
+8%
建仓
VYM
VANGUARD WHITEHALL FDS
+$280.0K
2,500
清仓
CWB
SPDR SER TR
-$275.0K
0
-100%
清仓
BKLN
INVESCO EXCHANGE-TRADED FD T
-$255.0K
0
-100%
建仓
SPYD
SPDR SER TR
+$255.0K
6,055
建仓
IVE
ISHARES TR
+$248.0K
1,582
建仓
MORT
VANECK ETF TRUST
+$244.0K
13,604
清仓
JNK
SPDR SER TR
-$241.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$239.0K
2,961
清仓
BND
VANGUARD BD INDEX FDS
-$219.0K
0
-100%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$217.0K
0
-100%
建仓
QUS
SPDR SER TR
+$210.0K
1,604
减持
PTLC
PACER FDS TR
+$208.0K
25,026
-19%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$192.0K
11,743
-51%
减持
IWF
ISHARES TR
+$180.0K
2,492
-35%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$145.0K
0
-100%
减持
PFF
ISHARES TR
+$102.0K
27,418
-11%
减持
MGV
VANGUARD WORLD FD
+$97.0K
28,159
-36%
清仓
PFN
PIMCO INCOME STRATEGY FD II
-$78.0K
0
-100%
减持
QEMM
SPDR INDEX SHS FDS
-$72.0K
4,284
-45%
减持
IJH
ISHARES TR
-$66.0K
1,766
-55%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$50.0K
5,495
-42%
减持
BIV
VANGUARD BD INDEX FDS
-$36.0K
2,625
-12%
减持
MGC
VANGUARD WORLD FD
-$28.0K
3,130
-49%
减持
EFA
ISHARES TR
+$21.0K
3,942
-27%
减持
FPE
FIRST TR EXCH TRADED FD III
+$12.0K
23,309
-17%
减持
PTMC
PACER FDS TR
+$10.0K
9,790
-20%
减持
VO
VANGUARD INDEX FDS
-$5.0K
1,115
-49%
减持
SHV
ISHARES TR
-$2.0K
2,358
-0%
减持
EMB
ISHARES TR
-$1.0K
5,054
-12%
