Cosner Financial Group, LLC
WINDSOR CO · SEC CIK 0001674627
$1.82亿2026Q1 申报市值
34持仓数
82.9%前十大占比 · 第一大 11.8%
1 / 2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
USIG 加仓+$33.74万
GEV 新建仓+$25.49万
IMCG 加仓+$23.80万
IWY 加仓+$20.21万
IVV 加仓+$18.42万
2026Q1 卖出最多 按季末市值估算
IGLB 清仓-$754.28万
ITOT 减仓-$115.43万
CVX 减仓-$82.06万
IJS 清仓-$25.03万
IWM 减仓-$15.87万
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 |
|---|---|---|---|---|---|---|---|---|
| IMCG | ISHARES TR | $2,154.09万 | 11.83% | 273,465 | 3,021 | 1.1% | $23.80万 | 加仓 |
| ITOT | ISHARES TR | $1,986.10万 | 10.91% | 139,444 | -8,104 | -5.5% | -$115.43万 | 减仓 |
| USIG | ISHARES TR | $1,870.75万 | 10.28% | 365,167 | 6,586 | 1.8% | $33.74万 | 加仓 |
| IVE | ISHARES TR | $1,831.87万 | 10.06% | 86,757 | 82 | 0.1% | $1.73万 | 加仓 |
| IUSV | ISHARES TR | $1,430.10万 | 7.85% | 139,863 | 345 | 0.2% | $3.53万 | 加仓 |
| IVV | ISHARES TR | $1,395.74万 | 7.67% | 21,367 | 282 | 1.3% | $18.42万 | 加仓 |
| IWY | ISHARES TR | $1,295.11万 | 7.11% | 52,046 | 812 | 1.6% | $20.21万 | 加仓 |
| IUSG | ISHARES TR | $1,208.07万 | 6.64% | 77,885 | 1,123 | 1.5% | $17.42万 | 加仓 |
| AGG | ISHARES TR | $1,058.11万 | 5.81% | 106,589 | -381 | -0.4% | -$3.78万 | 减仓 |
| IVW | ISHARES TR | $854.91万 | 4.70% | 75,582 | 8 | 0.0% | $905 | 加仓 |
| IDEV | ISHARES TR | $510.93万 | 2.81% | 61,138 | -1,783 | -2.8% | -$14.90万 | 减仓 |
| CVX | CHEVRON CORPORATION | $434.01万 | 2.38% | 20,977 | -3,966 | -15.9% | -$82.06万 | 减仓 |
| IJH | ISHARES TR | $260.00万 | 1.43% | 38,501 | -1,538 | -3.8% | -$10.39万 | 减仓 |
| IWM | ISHARES TR | $248.47万 | 1.36% | 10,019 | -640 | -6.0% | -$15.87万 | 减仓 |
| LQD | ISHARES TR | $172.87万 | 0.95% | 15,861 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $165.67万 | 0.91% | 72,312 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $164.42万 | 0.90% | 32,565 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $137.84万 | 0.76% | 3,275 | -51 | -1.5% | -$2.15万 | 减仓 |
| IEF | ISHARES TR | $112.35万 | 0.62% | 11,772 | -427 | -3.5% | -$4.08万 | 减仓 |
| IJR | ISHARES TR | $108.31万 | 0.59% | 8,713 | -323 | -3.6% | -$4.02万 | 减仓 |
| SUB | ISHARES TR | $105.15万 | 0.58% | 9,873 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $96.43万 | 0.53% | 20,854 | -1,062 | -4.8% | -$4.91万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $92.77万 | 0.51% | 20,336 | -945 | -4.4% | -$4.31万 | 减仓 |
| HYG | ISHARES TR | $70.42万 | 0.39% | 8,851 | -379 | -4.1% | -$3.02万 | 减仓 |
| EMXC | ISHARES INC | $69.31万 | 0.38% | 8,811 | -735 | -7.7% | -$5.78万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $68.82万 | 0.38% | 6,009 | -204 | -3.3% | -$2.34万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $68.44万 | 0.38% | 6,104 | -1,245 | -16.9% | -$13.96万 | 减仓 |
| DHR | DANAHER CORP DEL | $53.24万 | 0.29% | 2,808 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $37.48万 | 0.21% | 2,462 | -1,000 | -28.9% | -$15.22万 | 减仓 |
| GE | GE AEROSPACE | $33.41万 | 0.18% | 1,177 | 10 | 0.9% | $2,838 | 加仓 |
| EPI | WISDOMTREE TR | $33.20万 | 0.18% | 8,136 | 58 | 0.7% | $2,367 | 加仓 |
| WMT | WALMART INC | $31.53万 | 0.17% | 2,537 | 53 | 2.1% | $6,587 | 加仓 |
| GEV | GE VERNOVA INC | $25.49万 | 0.14% | 292 | 292 | — | $25.49万 | 新建仓 |
| IJJ | ISHARES TR | $20.91万 | 0.11% | 1,578 | -534 | -25.3% | -$7.08万 | 减仓 |
| IGLB | ISHARES TR | $0 | 0.00% | 0 | -149,531 | -100.0% | -$754.28万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,201 | -100.0% | -$25.03万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |