Financial Designs Corp
CLAREMONT CA · SEC CIK 0001561383
$1.87亿2026Q2 申报市值
41持仓数
87.3%前十大占比 · 第一大 24.8%
2 / 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
HEGD 加仓+$163.40万
AGG 加仓+$151.42万
SFLR 新建仓+$26.29万
BUFD 新建仓+$22.82万
DIVO 加仓+$20.57万
2026Q2 卖出最多 按季末市值估算
RUNN 清仓-$923.51万
ITOT 减仓-$49.74万
IXUS 减仓-$42.65万
VFLO 减仓-$39.69万
TXUE 减仓-$27.01万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $4,619.62万 | 24.76% | 281,221 | -3,028 | -1.1% | -$49.74万 | 减仓 |
| AGG | ISHARES TR | $2,853.86万 | 15.30% | 288,327 | 15,298 | 5.6% | $151.42万 | 加仓 |
| HEGD | LISTED FDS TR | $1,619.95万 | 8.68% | 607,632 | 61,290 | 11.2% | $163.40万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,559.67万 | 8.36% | 227,556 | -3,910 | -1.7% | -$26.80万 | 减仓 |
| IXUS | ISHARES TR | $1,464.08万 | 7.85% | 153,403 | -4,469 | -2.8% | -$42.65万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,395.60万 | 7.48% | 305,384 | 4,500 | 1.5% | $20.57万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $991.30万 | 5.31% | 216,677 | -8,675 | -3.8% | -$39.69万 | 减仓 |
| TXUE | THORNBURG ETF TR | $927.46万 | 4.97% | 268,675 | -7,825 | -2.8% | -$27.01万 | 减仓 |
| GRNY | TIDAL TRUST I | $429.96万 | 2.30% | 155,502 | -8,401 | -5.1% | -$23.23万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $427.06万 | 2.29% | 124,615 | 5,625 | 4.7% | $19.28万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $398.58万 | 2.14% | 125,694 | 5,175 | 4.3% | $16.41万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $310.38万 | 1.66% | 107,175 | -5,248 | -4.7% | -$15.20万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $258.10万 | 1.38% | 111,587 | -3,382 | -2.9% | -$7.82万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $143.63万 | 0.77% | 28,136 | -2,073 | -6.9% | -$10.58万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $96.14万 | 0.52% | 14,136 | 188 | 1.3% | $1.28万 | 加仓 |
| TSLA | TESLA INC | $93.88万 | 0.50% | 2,232 | 92 | 4.3% | $3.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $92.97万 | 0.50% | 4,647 | 112 | 2.5% | $2.24万 | 加仓 |
| AAPL | APPLE INC | $87.38万 | 0.47% | 3,020 | -41 | -1.3% | -$1.19万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $80.47万 | 0.43% | 51,125 | 5,139 | 11.2% | $8.09万 | 加仓 |
| AMZN | AMAZON COM INC | $79.84万 | 0.43% | 3,350 | -15 | -0.4% | -$3,575 | 减仓 |
| MUNI | PIMCO ETF TR | $59.76万 | 0.32% | 11,361 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $57.92万 | 0.31% | 15,150 | 1,955 | 14.8% | $7.47万 | 加仓 |
| GLD | SPDR GOLD TR | $57.36万 | 0.31% | 1,557 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $53.29万 | 0.29% | 9,967 | -277 | -2.7% | -$1.48万 | 减仓 |
| MINT | PIMCO ETF TR | $46.56万 | 0.25% | 4,619 | 1,075 | 30.3% | $10.84万 | 加仓 |
| EIX | EDISON INTL | $44.17万 | 0.24% | 5,933 | -2,837 | -32.3% | -$21.12万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $41.71万 | 0.22% | 14,172 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $37.36万 | 0.20% | 5,062 | 951 | 23.1% | $7.02万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $34.43万 | 0.18% | 23,327 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $33.22万 | 0.18% | 4,150 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.96万 | 0.17% | 1,455 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $30.71万 | 0.16% | 603 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $26.29万 | 0.14% | 6,814 | 6,814 | — | $26.29万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $26.24万 | 0.14% | 7,116 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $25.50万 | 0.14% | 675 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $23.65万 | 0.13% | 2,551 | 1 | 0.0% | $93 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $22.82万 | 0.12% | 7,680 | 7,680 | — | $22.82万 | 新建仓 |
| WELL | WELLTOWER INC | $22.81万 | 0.12% | 1,005 | -219 | -17.9% | -$4.97万 | 减仓 |
| AZO | AUTOZONE INC | $22.37万 | 0.12% | 70 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.29万 | 0.11% | 2,212 | -50 | -2.2% | -$4,812 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $8.62万 | 0.05% | 10,048 | 0 | 0.0% | — | 不变 |
| RUNN | STRATEGIC TRUST | $0 | 0.00% | 0 | -286,716 | -100.0% | -$923.51万 | 清仓 |