AMERICAN FINANCIAL & TAX STRATEGIES INC
NEW YORK NY · SEC CIK 0000911927
$2.21亿2026Q2 申报市值
102持仓数
36.6%前十大占比 · 第一大 5.4%
5 / 0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
NORTHERN LIGHTS 新建仓+$292.84万
BNY 新建仓+$23.40万
GE 新建仓+$21.49万
SHE 新建仓+$21.31万
ESGE 新建仓+$20.91万
2026Q2 卖出最多 按季末市值估算
ILCG 减仓-$88.22万
VONG 减仓-$60.10万
SPYG 减仓-$53.27万
MGK 减仓-$51.31万
CSCO 减仓-$44.15万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| XSOE | WISDOMTREE TR | $1,198.56万 | 5.41% | 243,709 | -1,541 | -0.6% | -$7.58万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,131.65万 | 5.11% | 233,668 | -99 | -0.0% | -$4,795 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $967.01万 | 4.37% | 75,660 | -4,702 | -5.9% | -$60.10万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $836.02万 | 3.78% | 137,525 | -1,157 | -0.8% | -$7.03万 | 减仓 |
| MGK | VANGUARD WORLD FD | $743.48万 | 3.36% | 84,573 | -5,837 | -6.5% | -$51.31万 | 减仓 |
| COWZ | PACER FDS TR | $685.49万 | 3.10% | 110,207 | 147 | 0.1% | $9,143 | 加仓 |
| QHY | WISDOMTREE TR | $683.28万 | 3.09% | 149,153 | -499 | -0.3% | -$2.29万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $650.80万 | 2.94% | 54,694 | -4,477 | -7.6% | -$53.27万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $610.31万 | 2.76% | 81,484 | -414 | -0.5% | -$3.10万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $584.69万 | 2.64% | 199,554 | -187 | -0.1% | -$5,479 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $573.68万 | 2.59% | 113,421 | -219 | -0.2% | -$1.11万 | 减仓 |
| — | GRANITESHARES ETF TR | $528.96万 | 2.39% | 219,667 | -840 | -0.4% | -$2.02万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $497.71万 | 2.25% | 74,020 | 537 | 0.7% | $3.61万 | 加仓 |
| ILCG | ISHARES TR | $491.74万 | 2.22% | 42,022 | -7,539 | -15.2% | -$88.22万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $465.49万 | 2.10% | 49,849 | 1,213 | 2.5% | $11.33万 | 加仓 |
| HDV | ISHARES TR | $458.84万 | 2.07% | 167,400 | -930 | -0.6% | -$2.55万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $423.34万 | 1.91% | 57,668 | -41 | -0.1% | -$3,010 | 减仓 |
| ICOW | PACER FDS TR | $389.72万 | 1.76% | 93,616 | -1,154 | -1.2% | -$4.80万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $387.31万 | 1.75% | 10,591 | -17 | -0.2% | -$6,217 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $385.77万 | 1.74% | 73,119 | -819 | -1.1% | -$4.32万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $381.55万 | 1.72% | 109,609 | -143 | -0.1% | -$4,978 | 减仓 |
| VBR | VANGUARD INDEX FDS | $361.97万 | 1.64% | 14,897 | -360 | -2.4% | -$8.75万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $349.07万 | 1.58% | 17,665 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $346.07万 | 1.56% | 11,298 | 57 | 0.5% | $1.75万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $294.60万 | 1.33% | 117,046 | -2,400 | -2.0% | -$6.04万 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $292.84万 | 1.32% | 115,450 | 115,450 | — | $292.84万 | 新建仓 |
| EFG | ISHARES TR | $291.79万 | 1.32% | 23,452 | -80 | -0.3% | -$9,954 | 减仓 |
| AGGY | WISDOMTREE TR | $277.95万 | 1.26% | 63,927 | 68 | 0.1% | $2,957 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $274.55万 | 1.24% | 119,785 | -734 | -0.6% | -$1.68万 | 减仓 |
| BCI | ABRDN ETFS | $269.76万 | 1.22% | 120,751 | -683 | -0.6% | -$1.53万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $267.12万 | 1.21% | 22,423 | -18 | -0.1% | -$2,144 | 减仓 |
| IJT | ISHARES TR | $234.46万 | 1.06% | 13,128 | -558 | -4.1% | -$9.97万 | 减仓 |
| CALF | PACER FDS TR | $228.33万 | 1.03% | 45,115 | -106 | -0.2% | -$5,365 | 减仓 |
| SCZ | ISHARES TR | $221.79万 | 1.00% | 26,959 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $215.08万 | 0.97% | 27,606 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $213.85万 | 0.97% | 27,936 | -66 | -0.2% | -$5,052 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $209.41万 | 0.95% | 17,848 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $193.05万 | 0.87% | 17,223 | -246 | -1.4% | -$2.76万 | 减仓 |
| CSCO | CISCO SYS INC | $180.67万 | 0.82% | 15,381 | -3,759 | -19.6% | -$44.15万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $176.48万 | 0.80% | 36,675 | -44 | -0.1% | -$2,117 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $174.32万 | 0.79% | 76,674 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $155.81万 | 0.70% | 30,654 | -74 | -0.2% | -$3,761 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $147.01万 | 0.66% | 28,392 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $144.35万 | 0.65% | 10,558 | -1,000 | -8.7% | -$13.67万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $138.59万 | 0.63% | 14,612 | -171 | -1.2% | -$1.62万 | 减仓 |
| IWF | ISHARES TR | $134.50万 | 0.61% | 10,832 | -20 | -0.2% | -$2,483 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $132.12万 | 0.60% | 13,701 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $129.73万 | 0.59% | 11,890 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $123.21万 | 0.56% | 31,168 | -63 | -0.2% | -$2,490 | 减仓 |
| AAPL | APPLE INC | $120.09万 | 0.54% | 4,150 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $116.15万 | 0.52% | 10,649 | -53 | -0.5% | -$5,781 | 减仓 |
| AMZN | AMAZON COM INC | $107.66万 | 0.49% | 4,517 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $103.74万 | 0.47% | 9,094 | -142 | -1.5% | -$1.62万 | 减仓 |
| HAUZ | DBX ETF TR | $101.69万 | 0.46% | 45,358 | 1,451 | 3.3% | $3.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $99.28万 | 0.45% | 5,488 | -2,159 | -28.2% | -$39.06万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $90.75万 | 0.41% | 20,761 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $88.43万 | 0.40% | 3,074 | -410 | -11.8% | -$11.79万 | 减仓 |
| IAGG | ISHARES TR | $87.88万 | 0.40% | 17,368 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $79.30万 | 0.36% | 2,688 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $77.81万 | 0.35% | 13,035 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $76.78万 | 0.35% | 10,671 | -5,776 | -35.1% | -$41.56万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $75.95万 | 0.34% | 29,856 | -613 | -2.0% | -$1.56万 | 减仓 |
| IJJ | ISHARES TR | $72.11万 | 0.33% | 4,881 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $70.60万 | 0.32% | 8,196 | 0 | 0.0% | — | 不变 |
| CEMB | ISHARES INC | $70.58万 | 0.32% | 15,462 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $68.84万 | 0.31% | 7,139 | -105 | -1.4% | -$1.01万 | 减仓 |
| TSLA | TESLA INC | $66.03万 | 0.30% | 1,570 | -50 | -3.1% | -$2.10万 | 减仓 |
| IJK | ISHARES TR | $63.52万 | 0.29% | 5,406 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $59.49万 | 0.27% | 4,066 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $56.93万 | 0.26% | 11,389 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $54.44万 | 0.25% | 1,796 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $54.34万 | 0.25% | 23,471 | 31 | 0.1% | $718 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $52.00万 | 0.23% | 5,000 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $51.47万 | 0.23% | 4,397 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $51.28万 | 0.23% | 6,796 | -238 | -3.4% | -$1.80万 | 减仓 |
| KO | COCA COLA CO | $47.66万 | 0.22% | 5,865 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $45.94万 | 0.21% | 1,285 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $39.90万 | 0.18% | 2,553 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $39.74万 | 0.18% | 3,602 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $38.86万 | 0.18% | 8,665 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $38.51万 | 0.17% | 2,630 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $36.11万 | 0.16% | 968 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $35.43万 | 0.16% | 6,125 | -2,454 | -28.6% | -$14.19万 | 减仓 |
| ESGD | ISHARES TR | $34.65万 | 0.16% | 3,370 | 15 | 0.4% | $1,542 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.50万 | 0.16% | 4,119 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $33.01万 | 0.15% | 5,725 | 1 | 0.0% | $58 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $32.51万 | 0.15% | 6,007 | -925 | -13.3% | -$5.01万 | 减仓 |
| VO | VANGUARD INDEX FDS | $32.49万 | 0.15% | 4,032 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $32.40万 | 0.15% | 3,200 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $32.14万 | 0.15% | 15,685 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $31.99万 | 0.14% | 9,452 | -2,036 | -17.7% | -$6.89万 | 减仓 |
| — | VANECK ETF TRUST | $31.78万 | 0.14% | 13,167 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $28.40万 | 0.13% | 7,704 | -180 | -2.3% | -$6,637 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $27.80万 | 0.13% | 3,245 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.72万 | 0.12% | 534 | -11 | -2.0% | -$5,504 | 减仓 |
| GOOG | ALPHABET INC | $26.68万 | 0.12% | 755 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $25.85万 | 0.12% | 1,292 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $23.53万 | 0.11% | 3,484 | 1 | 0.0% | $68 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $23.40万 | 0.11% | 1,618 | 1,618 | — | $23.40万 | 新建仓 |
| GE | GE AEROSPACE | $21.49万 | 0.10% | 575 | 575 | — | $21.49万 | 新建仓 |