Cosner Financial Group, LLC
WINDSOR CO · SEC CIK 0001674627
$1.95亿2026Q2 申报市值
37持仓数
83.1%前十大占比 · 第一大 14.0%
1 / 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
IVE 加仓+$1,043.19万
USIG 加仓+$74.47万
AGG 加仓+$50.33万
IWY 加仓+$41.33万
IMCG 加仓+$40.47万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$606.82万
ITOT 减仓-$581.41万
VUG 减仓-$16.32万
IJR 减仓-$15.57万
SPMO 减仓-$12.05万
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 |
|---|---|---|---|---|---|---|---|---|
| IMCG | ISHARES TR | $2,729.46万 | 14.02% | 277,581 | 4,116 | 1.5% | $40.47万 | 加仓 |
| IVE | ISHARES TR | $2,029.58万 | 10.42% | 178,510 | 91,753 | 105.8% | $1,043.19万 | 加仓 |
| USIG | ISHARES TR | $1,947.41万 | 10.00% | 379,687 | 14,520 | 4.0% | $74.47万 | 加仓 |
| ITOT | ISHARES TR | $1,709.22万 | 8.78% | 104,050 | -35,394 | -25.4% | -$581.41万 | 减仓 |
| IUSV | ISHARES TR | $1,554.30万 | 7.98% | 141,107 | 1,244 | 0.9% | $13.70万 | 加仓 |
| IWY | ISHARES TR | $1,553.89万 | 7.98% | 53,468 | 1,422 | 2.7% | $41.33万 | 加仓 |
| IUSG | ISHARES TR | $1,515.53万 | 7.78% | 79,293 | 1,408 | 1.8% | $26.91万 | 加仓 |
| AGG | ISHARES TR | $1,105.35万 | 5.68% | 111,674 | 5,085 | 4.8% | $50.33万 | 加仓 |
| IVW | ISHARES TR | $1,042.09万 | 5.35% | 75,772 | 190 | 0.3% | $2.61万 | 加仓 |
| IVV | ISHARES TR | $994.50万 | 5.11% | 13,270 | -8,097 | -37.9% | -$606.82万 | 减仓 |
| IDEV | ISHARES TR | $555.11万 | 2.85% | 62,365 | 1,227 | 2.0% | $10.92万 | 加仓 |
| CVX | CHEVRON CORPORATION | $347.12万 | 1.78% | 20,941 | -36 | -0.2% | -$5,967 | 减仓 |
| IWM | ISHARES TR | $302.98万 | 1.56% | 10,084 | 65 | 0.6% | $1.95万 | 加仓 |
| IJH | ISHARES TR | $296.16万 | 1.52% | 38,407 | -94 | -0.2% | -$7,248 | 减仓 |
| LQD | ISHARES TR | $173.00万 | 0.89% | 15,861 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $164.73万 | 0.85% | 72,312 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $164.03万 | 0.84% | 32,565 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $152.94万 | 0.79% | 17,755 | -1,895 | -9.6% | -$16.32万 | 减仓 |
| IJR | ISHARES TR | $113.65万 | 0.58% | 7,663 | -1,050 | -12.1% | -$15.57万 | 减仓 |
| IEF | ISHARES TR | $111.91万 | 0.57% | 11,834 | 62 | 0.5% | $5,863 | 加仓 |
| SUB | ISHARES TR | $105.12万 | 0.54% | 9,873 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $90.67万 | 0.47% | 19,932 | -404 | -2.0% | -$1.84万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $86.56万 | 0.44% | 5,358 | -746 | -12.2% | -$12.05万 | 减仓 |
| GCOW | PACER FDS TR | $86.03万 | 0.44% | 19,869 | -985 | -4.7% | -$4.27万 | 减仓 |
| EMXC | ISHARES INC | $83.92万 | 0.43% | 8,203 | -608 | -6.9% | -$6.22万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $72.06万 | 0.37% | 5,807 | -202 | -3.4% | -$2.51万 | 减仓 |
| HYG | ISHARES TR | $69.57万 | 0.36% | 8,699 | -152 | -1.7% | -$1.22万 | 减仓 |
| DHR | DANAHER CORP DEL | $53.49万 | 0.27% | 2,808 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $37.57万 | 0.19% | 1,005 | -172 | -14.6% | -$6.43万 | 减仓 |
| EPI | WISDOMTREE TR | $34.20万 | 0.18% | 7,994 | -142 | -1.7% | -$6,075 | 减仓 |
| NEM | NEWMONT CORP | $32.26万 | 0.17% | 3,454 | 992 | 40.3% | $9.27万 | 加仓 |
| SGOV | ISHARES TR | $31.97万 | 0.16% | 3,175 | 3,175 | — | $31.97万 | 新建仓 |
| GEV | GE VERNOVA INC | $29.61万 | 0.15% | 252 | -40 | -13.7% | -$4.70万 | 减仓 |
| WMT | WALMART INC | $28.18万 | 0.14% | 2,488 | -49 | -1.9% | -$5,550 | 减仓 |
| IJJ | ISHARES TR | $23.31万 | 0.12% | 1,578 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $22.66万 | 0.12% | 330 | -98 | -22.9% | -$6.73万 | 重新持有 |
| V | VISA INC | $21.96万 | 0.11% | 640 | 0 | 0.0% | — | 重新持有 |