SEARCY FINANCIAL SERVICES INC /ADV
OVERLAND PARK KS · SEC CIK 0000354923
$2.98亿2026Q2 申报市值
27持仓数
77.4%前十大占比 · 第一大 11.1%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GRID 新建仓+$1,304.88万
BRK/B 加仓+$17.61万
THE REAL BROKERA 加仓+$2.26万
EZU 加仓+$2.04万
WMT 加仓+$453
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$781.54万
LMBS 减仓-$75.78万
GOOG 减仓-$64.20万
VB 减仓-$60.65万
IWL 减仓-$57.87万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,188 | -100.0% | -$20.16万 | 清仓 |
| — | THE REAL BROKERAGE INC | $4.39万 | 0.01% | 24,124 | 12,410 | 105.9% | $2.26万 | 加仓 |
| SO | SOUTHERN CO | $20.11万 | 0.07% | 2,101 | -90 | -4.1% | -$8,614 | 减仓 |
| PG | PROCTER & GAMBLE CO | $20.87万 | 0.07% | 1,423 | 2 | 0.1% | $293 | 加仓 |
| CASY | CASEYS GEN STORES INC | $26.78万 | 0.09% | 337 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.28万 | 0.11% | 1,148 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.65万 | 0.11% | 914 | 1 | 0.1% | $357 | 加仓 |
| WMT | WALMART INC | $43.69万 | 0.15% | 3,857 | 4 | 0.1% | $453 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $53.75万 | 0.18% | 4,319 | -17 | -0.4% | -$2,115 | 减仓 |
| ICSH | ISHARES TR | $68.42万 | 0.23% | 13,527 | -560 | -4.0% | -$2.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $80.58万 | 0.27% | 4,027 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $153.68万 | 0.52% | 4,153 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $199.87万 | 0.67% | 4,752 | -1 | -0.0% | -$421 | 减仓 |
| VOO | VANGUARD INDEX FDS | $811.89万 | 2.72% | 11,821 | -11,379 | -49.0% | -$781.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,213.86万 | 4.07% | 24,258 | 352 | 1.5% | $17.61万 | 加仓 |
| AMZN | AMAZON COM INC | $1,301.81万 | 4.37% | 54,620 | -1,011 | -1.8% | -$24.10万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,304.88万 | 4.38% | 68,051 | 68,051 | — | $1,304.88万 | 新建仓 |
| AAPL | APPLE INC | $1,357.39万 | 4.55% | 46,910 | -929 | -1.9% | -$26.88万 | 减仓 |
| EZU | ISHARES INC | $1,500.32万 | 5.03% | 215,874 | 294 | 0.1% | $2.04万 | 加仓 |
| VFH | VANGUARD WORLD FD | $1,501.71万 | 5.04% | 114,112 | -163 | -0.1% | -$2.15万 | 减仓 |
| AMLP | ALPS ETF TR | $1,597.49万 | 5.36% | 308,099 | -1,614 | -0.5% | -$8.37万 | 减仓 |
| GOOG | ALPHABET INC | $1,624.07万 | 5.45% | 45,965 | -1,817 | -3.8% | -$64.20万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,851.84万 | 6.21% | 104,831 | -1,044 | -1.0% | -$18.44万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,100.06万 | 7.04% | 421,868 | -15,222 | -3.5% | -$75.78万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,046.42万 | 10.22% | 341,527 | -1,765 | -0.5% | -$15.74万 | 减仓 |
| VO | VANGUARD INDEX FDS | $3,245.72万 | 10.89% | 402,845 | -3,507 | -0.9% | -$28.26万 | 减仓 |
| IWL | ISHARES TR | $3,308.96万 | 11.10% | 178,911 | -3,129 | -1.7% | -$57.87万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,313.96万 | 11.11% | 109,328 | -2,001 | -1.8% | -$60.65万 | 减仓 |