SEARCY FINANCIAL SERVICES INC /ADV
OVERLAND PARK KS · SEC CIK 0000354923
$2.70亿2026Q1 申报市值
27持仓数
79.2%前十大占比 · 第一大 10.8%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVDE 新建仓+$2,912.49万
EZU 新建仓+$1,350.40万
VOO 加仓+$594.63万
VO 加仓+$84.83万
LMBS 加仓+$74.30万
2026Q1 卖出最多 按季末市值估算
ACWV 清仓-$2,716.39万
COWZ 清仓-$1,430.35万
AMLP 减仓-$347.46万
PPA 减仓-$116.35万
GOOG 减仓-$95.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IWL | ISHARES TR | $2,921.35万 | 10.83% | 182,040 | 4,048 | 2.3% | $64.96万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,917.40万 | 10.82% | 101,588 | 2,954 | 3.0% | $84.83万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,915.92万 | 10.81% | 111,329 | 2,068 | 1.9% | $54.16万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,912.49万 | 10.80% | 343,292 | 343,292 | — | $2,912.49万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,177.15万 | 8.07% | 437,090 | 14,917 | 3.5% | $74.30万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,754.34万 | 6.51% | 105,875 | -7,022 | -6.2% | -$116.35万 | 减仓 |
| AMLP | ALPS ETF TR | $1,630.33万 | 6.05% | 309,713 | -66,006 | -17.6% | -$347.46万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,386.32万 | 5.14% | 23,200 | 9,951 | 75.1% | $594.63万 | 加仓 |
| VFH | VANGUARD WORLD FD | $1,380.56万 | 5.12% | 114,275 | 2,886 | 2.6% | $34.87万 | 加仓 |
| GOOG | ALPHABET INC | $1,370.69万 | 5.08% | 47,782 | -3,326 | -6.5% | -$95.41万 | 减仓 |
| EZU | ISHARES INC | $1,350.40万 | 5.01% | 215,580 | 215,580 | — | $1,350.40万 | 新建仓 |
| AAPL | APPLE INC | $1,214.12万 | 4.50% | 47,839 | -293 | -0.6% | -$7.44万 | 减仓 |
| AMZN | AMAZON COM INC | $1,158.63万 | 4.30% | 55,631 | -13 | -0.0% | -$2,708 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,145.59万 | 4.25% | 23,906 | 127 | 0.5% | $6.09万 | 加仓 |
| TSLA | TESLA INC | $176.69万 | 0.66% | 4,753 | -8 | -0.2% | -$2,974 | 减仓 |
| VTI | VANGUARD INDEX FDS | $133.23万 | 0.49% | 4,153 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $85.98万 | 0.32% | 4,336 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $71.31万 | 0.26% | 14,087 | 885 | 6.7% | $4.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $70.23万 | 0.26% | 4,027 | 80 | 2.0% | $1.40万 | 加仓 |
| WMT | WALMART INC | $47.88万 | 0.18% | 3,853 | 3 | 0.1% | $373 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.83万 | 0.10% | 1,148 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $26.27万 | 0.10% | 913 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $24.53万 | 0.09% | 337 | 337 | — | $24.53万 | 新建仓 |
| SO | SOUTHERN CO | $21.15万 | 0.08% | 2,191 | -224 | -9.3% | -$2.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $20.52万 | 0.08% | 1,421 | 5 | 0.4% | $722 | 加仓 |
| — | EXXON MOBIL CORP | $20.16万 | 0.07% | 1,188 | 1,188 | — | $20.16万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $2.93万 | 0.01% | 11,714 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -228,748 | -100.0% | -$2,716.39万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -237,718 | -100.0% | -$1,430.35万 | 清仓 |