THOROUGHBRED FINANCIAL SERVICES, LLC
BRENTWOOD TN · SEC CIK 0001091370
$20.85亿2026Q2 申报市值
624持仓数
26.4%前十大占比 · 第一大 4.9%
63 / 19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
VOO 加仓+$1,786.48万
BRK/B 加仓+$1,475.43万
SPMO 加仓+$1,313.54万
DIVO 加仓+$1,072.40万
ITOT 加仓+$852.24万
2026Q2 卖出最多 按季末市值估算
JEPI 减仓-$1,092.80万
EXXON MOBIL CORP 清仓-$976.00万
PLTR 减仓-$161.07万
COWZ 减仓-$147.34万
CRM 清仓-$145.20万
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP COM NEW | $1,012.90万 | 0.49% | 23,376 | 1,259 | 5.7% | $54.55万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,040.30万 | 0.50% | 9,769 | 18 | 0.2% | $1.92万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $1,052.70万 | 0.50% | 174,611 | 11,598 | 7.1% | $69.92万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $1,058.20万 | 0.51% | 12,608 | 167 | 1.3% | $14.02万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1,067.90万 | 0.51% | 39,271 | 3,658 | 10.3% | $99.47万 | 加仓 |
| MOD | MODINE MFG CO COM | $1,079.40万 | 0.52% | 40,427 | 577 | 1.4% | $15.41万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,118.10万 | 0.54% | 147,532 | -1,974 | -1.3% | -$14.96万 | 减仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $1,144.80万 | 0.55% | 67,286 | 9,182 | 15.8% | $156.22万 | 加仓 |
| GLW | CORNING INC COM | $1,236.90万 | 0.59% | 48,428 | -294 | -0.6% | -$7.51万 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $1,353.30万 | 0.65% | 221,021 | -7,974 | -3.5% | -$48.82万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,398.80万 | 0.67% | 24,833 | -2 | -0.0% | -$1,127 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,401.10万 | 0.67% | 326,013 | 66,042 | 25.4% | $283.83万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1,499.90万 | 0.72% | 185,045 | 8,971 | 5.1% | $72.72万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,503.70万 | 0.72% | 20,079 | 36 | 0.2% | $2.70万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $1,513.10万 | 0.73% | 29,367 | 364 | 1.3% | $18.75万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,639.90万 | 0.79% | 13,672 | 311 | 2.3% | $37.30万 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $1,668.90万 | 0.80% | 122,176 | 1,970 | 1.6% | $26.91万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $1,741.70万 | 0.84% | 59,933 | -444 | -0.7% | -$12.90万 | 减仓 |
| — | ISHARES NASDAQ TOP 30 STOCKS ETF | $1,784.80万 | 0.86% | 462,264 | 101,217 | 28.0% | $390.80万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1,928.40万 | 0.92% | 310,038 | -23,688 | -7.1% | -$147.34万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $1,939.70万 | 0.93% | 424,446 | 234,662 | 123.6% | $1,072.40万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1,983.90万 | 0.95% | 209,613 | 90,045 | 75.3% | $852.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,097.80万 | 1.01% | 36,113 | 2,249 | 6.6% | $130.64万 | 加仓 |
| WMT | WALMART INC COM | $2,173.50万 | 1.04% | 191,907 | 2,021 | 1.1% | $22.89万 | 加仓 |
| CLS | CELESTICA INC COM | $2,210.00万 | 1.06% | 60,583 | -131 | -0.2% | -$4.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,295.60万 | 1.10% | 128,213 | 82,405 | 179.9% | $1,475.43万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $2,422.90万 | 1.16% | 297,349 | 87,022 | 41.4% | $709.08万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,504.40万 | 1.20% | 122,838 | 87,625 | 248.8% | $1,786.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,584.90万 | 1.24% | 78,969 | 233 | 0.3% | $7.63万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $2,820.30万 | 1.35% | 220,752 | 11,110 | 5.3% | $141.94万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,882.00万 | 1.38% | 80,646 | 589 | 0.7% | $21.05万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,908.50万 | 1.39% | 82,319 | -361 | -0.4% | -$12.75万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $3,098.10万 | 1.49% | 633,572 | 82,906 | 15.1% | $405.40万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $3,439.20万 | 1.65% | 46,703 | -208 | -0.4% | -$15.32万 | 减仓 |
| AVGO | BROADCOM INC COM | $4,007.00万 | 1.92% | 106,075 | 1,544 | 1.5% | $58.32万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $4,062.20万 | 1.95% | 251,472 | 81,315 | 47.8% | $1,313.54万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,086.60万 | 1.96% | 109,556 | 2,347 | 2.2% | $87.55万 | 加仓 |
| AMZN | AMAZON COM INC COM | $4,143.30万 | 1.99% | 173,842 | 767 | 0.4% | $18.28万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $4,395.50万 | 2.11% | 146,078 | 18,863 | 14.8% | $567.59万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $4,688.90万 | 2.25% | 98,182 | 1,312 | 1.4% | $62.66万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $6,906.60万 | 3.31% | 59,834 | 2,082 | 3.6% | $240.32万 | 加仓 |
| AAPL | APPLE INC COM | $8,938.60万 | 4.29% | 308,911 | 308 | 0.1% | $8.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1.03亿 | 4.95% | 515,426 | 4,117 | 0.8% | $82.38万 | 加仓 |