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Sun Financial Inc

报告期 2026-03-31 · CIK 0002067342

持仓数

159

前50大市值合计

$143.2M

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*

FTHI FIRST TR EXCHANGE TRADED FD

BUYWRIT INCM ETF

$9.7M

401,866

6.7%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$7.5M

227,998

5.2%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$7.4M

205,629

5.2%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$6.0M

118,940

4.2%

GRNJ TIDAL TRUST III

FUNDSTRAT GRANNY

$5.7M

182,977

4.0%

IEF ISHARES TR

7-10 YR TRSY BD

$5.5M

57,978

3.8%

FTQI FIRST TR EXCHANGE TRADED FD

NASDAQ BUYWRITE

$5.3M

245,950

3.7%

FTCB FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT

$5.1M

243,601

3.6%

NVDA NVIDIA CORPORATION

COM

$4.5M

18,995

3.1%

GOOGL ALPHABET INC

CAP STK CL A

$4.3M

10,743

3.0%

GRNY TIDAL TRUST I

FUNDSTRAT GRANNY

$4.0M

146,975

2.8%

QTEC FIRST TR EXCHANGE-TRADED FD

SHS

$3.7M

12,626

2.6%

AAPL APPLE INC

COM

$3.2M

10,628

2.2%

AIRR FIRST TR EXCHANGE TRADED FD

RBA INDL ETF

$3.0M

23,106

2.1%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$2.9M

31,653

2.0%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$2.9M

38,802

2.0%

AMD ADVANCED MICRO DEVICES INC

COM

$2.8M

6,220

2.0%

BUFD FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$2.8M

93,746

1.9%

AMZN AMAZON COM INC

COM

$2.7M

10,214

1.9%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$2.7M

91,442

1.9%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$2.3M

33,151

1.6%

PWR QUANTA SVCS INC

COM

$2.2M

2,856

1.6%

MSFT MICROSOFT CORP

COM

$2.2M

5,348

1.5%

CAT CATERPILLAR INC

COM

$2.2M

2,374

1.5%

GEV GE VERNOVA INC

COM

$2.1M

1,926

1.5%

COST COSTCO WHOLESALE CORPORATION

COM

$2.0M

1,967

1.4%

META META PLATFORMS INC

CL A

$2.0M

3,214

1.4%

MNST MONSTER BEVERAGE CORP NEW

COM

$1.9M

22,060

1.3%

JPM JPMORGAN CHASE & CO

COM

$1.9M

6,265

1.3%

KLAC KLA CORP

COM NEW

$1.9M

989

1.3%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$1.8M

38,481

1.3%

LRCX LAM RESEARCH CORP

COM NEW

$1.8M

5,917

1.2%

ANET ARISTA NETWORKS INC

COM SHS

$1.8M

11,963

1.2%

CRWD CROWDSTRIKE HLDGS INC

CL A

$1.7M

2,922

1.2%

PANW PALO ALTO NETWORKS INC

COM

$1.7M

7,035

1.2%

AGG ISHARES TR

CORE US AGGBD ET

$1.6M

16,275

1.1%

GS GOLDMAN SACHS GROUP INC

COM

$1.6M

1,621

1.1%

AVGO BROADCOM INC

COM

$1.6M

3,526

1.1%

BNY BANK NEW YORK MELLON CORP

COM

$1.5M

11,390

1.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.5M

2,150

1.1%

FYX FIRST TR EXCHANGE-TRADED ALP

COM SHS

$1.5M

11,770

1.1%

CGBL CAPITAL GROUP CORE BALANCED

SHS

$1.5M

40,692

1.1%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$1.5M

12,340

1.0%

HYLS FIRST TR EXCHANGE-TRADED FD

FIRST TR TA HIYL

$1.5M

35,998

1.0%

TSLA TESLA INC

COM

$1.4M

3,229

1.0%

— EATON CORP PLC

SHS

$1.4M

3,498

1.0%

CDNS CADENCE DESIGN SYSTEM INC

COM

$1.4M

4,013

1.0%

TJX TJX COS INC NEW

COM

$1.4M

9,317

1.0%

CGCB CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF

$1.3M

50,006

0.9%

GE GE AEROSPACE

COM NEW

$1.3M

4,433

0.9%

* 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

29%前 6 大占比

FTHI6.7%SCHV5.2%BUFR5.2%JPST4.2%GRNJ4.0%IEF3.8%

Sun Financial Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心