AMERICAN FINANCIAL & TAX STRATEGIES INC
NEW YORK NY · SEC CIK 0000911927
$2.06亿2026Q1 申报市值
97持仓数
36.8%前十大占比 · 第一大 5.5%
1 / 1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
QHY 新建仓+$681.51万
MGK 加仓+$17.64万
VIGI 加仓+$4.02万
NULG 加仓+$3.19万
SUSC 加仓+$8,283
2026Q1 卖出最多 按季末市值估算
GS 清仓-$24.35万
XSOE 减仓-$22.40万
HDV 减仓-$17.62万
ICOW 减仓-$17.48万
SPLV 减仓-$13.67万
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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $1,123.25万 | 5.46% | 233,767 | -1,006 | -0.4% | -$4.83万 | 减仓 |
| XSOE | WISDOMTREE TR | $983.45万 | 4.78% | 245,250 | -5,586 | -2.2% | -$22.40万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $881.50万 | 4.28% | 80,362 | -22 | -0.0% | -$2,413 | 减仓 |
| SPYV | SPDR SERIES TRUST | $784.66万 | 3.81% | 138,682 | -780 | -0.6% | -$4.41万 | 减仓 |
| COWZ | PACER FDS TR | $688.53万 | 3.35% | 110,060 | -1,447 | -1.3% | -$9.05万 | 减仓 |
| QHY | WISDOMTREE TR | $681.51万 | 3.31% | 149,652 | 149,652 | — | $681.51万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $664.39万 | 3.23% | 18,082 | 480 | 2.7% | $17.64万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $599.00万 | 2.91% | 81,898 | -1,869 | -2.2% | -$13.67万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $579.35万 | 2.82% | 59,171 | -1,231 | -2.0% | -$12.05万 | 减仓 |
| — | GRANITESHARES ETF TR | $579.16万 | 2.81% | 220,507 | -2,264 | -1.0% | -$5.95万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $566.95万 | 2.76% | 113,640 | -464 | -0.4% | -$2.31万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $537.50万 | 2.61% | 199,741 | -1,104 | -0.5% | -$2.97万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $482.71万 | 2.35% | 73,483 | -85 | -0.1% | -$5,584 | 减仓 |
| ILCG | ISHARES TR | $473.21万 | 2.30% | 49,561 | -365 | -0.7% | -$3.49万 | 减仓 |
| HDV | ISHARES TR | $456.92万 | 2.22% | 33,666 | -1,298 | -3.7% | -$17.62万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $430.23万 | 2.09% | 48,636 | 454 | 0.9% | $4.02万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $424.97万 | 2.07% | 57,709 | -1,259 | -2.1% | -$9.27万 | 减仓 |
| ICOW | PACER FDS TR | $402.20万 | 1.95% | 94,770 | -4,118 | -4.2% | -$17.48万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $361.78万 | 1.76% | 73,938 | -2,466 | -3.2% | -$12.07万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $334.74万 | 1.63% | 109,752 | -4,048 | -3.6% | -$12.35万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $331.46万 | 1.61% | 15,257 | -461 | -2.9% | -$10.02万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $325.54万 | 1.58% | 17,665 | -406 | -2.2% | -$7.48万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $320.63万 | 1.56% | 10,608 | -359 | -3.3% | -$10.85万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $296.11万 | 1.44% | 119,446 | -1,251 | -1.0% | -$3.10万 | 减仓 |
| BCI | ABRDN ETFS | $294.96万 | 1.43% | 121,434 | -4,488 | -3.6% | -$10.90万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $289.29万 | 1.41% | 11,241 | -258 | -2.2% | -$6.64万 | 减仓 |
| AGGY | WISDOMTREE TR | $277.47万 | 1.35% | 63,859 | -325 | -0.5% | -$1.41万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $277.19万 | 1.35% | 120,519 | -2,702 | -2.2% | -$6.21万 | 减仓 |
| EFG | ISHARES TR | $262.08万 | 1.27% | 23,532 | -74 | -0.3% | -$8,242 | 减仓 |
| SLYG | SPDR SERIES TRUST | $216.82万 | 1.05% | 22,441 | -210 | -0.9% | -$2.03万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $216.46万 | 1.05% | 27,606 | -1,088 | -3.8% | -$8.53万 | 减仓 |
| SCZ | ISHARES TR | $211.39万 | 1.03% | 26,959 | -257 | -0.9% | -$2.02万 | 减仓 |
| EFV | ISHARES TR | $208.20万 | 1.01% | 28,002 | -325 | -1.1% | -$2.42万 | 减仓 |
| CALF | PACER FDS TR | $202.91万 | 0.99% | 45,221 | -707 | -1.5% | -$3.17万 | 减仓 |
| IJT | ISHARES TR | $198.04万 | 0.96% | 13,686 | -210 | -1.5% | -$3.04万 | 减仓 |
| — | EXXON MOBIL CORP | $196.09万 | 0.95% | 11,558 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $181.59万 | 0.88% | 17,848 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $171.62万 | 0.83% | 36,719 | -1,195 | -3.2% | -$5.59万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $169.22万 | 0.82% | 76,674 | -99 | -0.1% | -$2,185 | 减仓 |
| MDYG | SPDR SERIES TRUST | $167.63万 | 0.81% | 17,469 | -139 | -0.8% | -$1.33万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $153.55万 | 0.75% | 30,728 | -1,289 | -4.0% | -$6.44万 | 减仓 |
| CSCO | CISCO SYS INC | $148.51万 | 0.72% | 19,140 | -840 | -4.2% | -$6.52万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $144.07万 | 0.70% | 31,231 | -1,447 | -4.4% | -$6.68万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $133.19万 | 0.65% | 28,392 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $126.44万 | 0.61% | 7,647 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $125.88万 | 0.61% | 14,783 | -183 | -1.2% | -$1.56万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $121.53万 | 0.59% | 13,701 | -822 | -5.7% | -$7.29万 | 减仓 |
| LQD | ISHARES TR | $116.64万 | 0.57% | 10,702 | -87 | -0.8% | -$9,482 | 减仓 |
| IWF | ISHARES TR | $115.68万 | 0.56% | 2,713 | -111 | -3.9% | -$4.73万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $112.46万 | 0.55% | 11,890 | -167 | -1.4% | -$1.58万 | 减仓 |
| MO | ALTRIA GROUP INC | $108.53万 | 0.53% | 16,447 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $105.33万 | 0.51% | 4,150 | 0 | 0.0% | — | 不变 |
| HAUZ | DBX ETF TR | $99.21万 | 0.48% | 43,907 | -869 | -1.9% | -$1.96万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $94.16万 | 0.46% | 9,236 | -183 | -1.9% | -$1.87万 | 减仓 |
| AMZN | AMAZON COM INC | $94.08万 | 0.46% | 4,517 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $86.91万 | 0.42% | 17,368 | -188 | -1.1% | -$9,407 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $79.80万 | 0.39% | 3,484 | -27 | -0.8% | -$6,184 | 减仓 |
| HYMB | SPDR SERIES TRUST | $75.56万 | 0.37% | 30,469 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $73.43万 | 0.36% | 20,761 | -38 | -0.2% | -$1,344 | 减仓 |
| VMC | VULCAN MATLS CO | $73.19万 | 0.36% | 2,688 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.45万 | 0.34% | 13,035 | -11 | -0.1% | -$595 | 减仓 |
| CEMB | ISHARES INC | $70.01万 | 0.34% | 15,462 | 64 | 0.4% | $2,898 | 加仓 |
| EMB | ISHARES TR | $68.04万 | 0.33% | 7,244 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $64.67万 | 0.31% | 4,881 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $64.55万 | 0.31% | 7,034 | -450 | -6.0% | -$4.13万 | 减仓 |
| TSLA | TESLA INC | $60.22万 | 0.29% | 1,620 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $59.67万 | 0.29% | 1,366 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $54.40万 | 0.26% | 5,406 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $54.23万 | 0.26% | 23,440 | 358 | 1.6% | $8,283 | 加仓 |
| NULV | NUSHARES ETF TR | $51.82万 | 0.25% | 11,389 | -11 | -0.1% | -$501 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $51.23万 | 0.25% | 5,000 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $50.84万 | 0.25% | 4,066 | -8 | -0.2% | -$1,000 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $49.45万 | 0.24% | 8,579 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $47.04万 | 0.23% | 1,796 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $44.60万 | 0.22% | 5,865 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $39.99万 | 0.19% | 4,397 | 351 | 8.7% | $3.19万 | 加仓 |
| DVY | ISHARES TR | $38.66万 | 0.19% | 2,553 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $38.52万 | 0.19% | 8,665 | -98 | -1.1% | -$4,356 | 减仓 |
| GOOGL | ALPHABET INC | $36.96万 | 0.18% | 1,285 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $35.83万 | 0.17% | 968 | -4 | -0.4% | -$1,481 | 减仓 |
| IWR | ISHARES TR | $35.02万 | 0.17% | 3,602 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $34.50万 | 0.17% | 6,932 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $33.70万 | 0.16% | 2,630 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $33.46万 | 0.16% | 11,488 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $32.08万 | 0.16% | 3,355 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $31.55万 | 0.15% | 13,167 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $30.93万 | 0.15% | 4,119 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $29.80万 | 0.14% | 3,200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $28.95万 | 0.14% | 1,008 | -23 | -2.2% | -$6,606 | 减仓 |
| ICLN | ISHARES TR | $28.69万 | 0.14% | 15,685 | 102 | 0.7% | $1,866 | 加仓 |
| SPSM | SPDR SERIES TRUST | $27.66万 | 0.13% | 5,724 | -19 | -0.3% | -$918 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.12万 | 0.13% | 545 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $24.41万 | 0.12% | 7,884 | -154 | -1.9% | -$4,768 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $24.40万 | 0.12% | 3,245 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $22.53万 | 0.11% | 1,292 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $21.66万 | 0.11% | 755 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $20.63万 | 0.10% | 3,483 | -16 | -0.5% | -$947 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -277 | -100.0% | -$24.35万 | 清仓 |