OSAIC HOLDINGS, INC.
SCOTTSDALE AZ · SEC CIK 0001677044
$683.45亿2026Q1 申报市值
7,813持仓数
15.3%前十大占比 · 第一大 3.0%
332 / 284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
AAPL 加仓+$1.39亿
MSFT 加仓+$1.34亿
VUG 加仓+$8,628.56万
MGV 加仓+$6,936.69万
EDGF 加仓+$6,086.44万
2026Q1 卖出最多 按季末市值估算
SEIE 减仓-$7,342.84万
XLF 减仓-$6,011.75万
DIMENSIONAL ETF 减仓-$5,228.47万
CAFX 减仓-$4,683.08万
ADVISORS INNER C 减仓-$4,102.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $5.01亿 | 0.73% | 3,770,168 | 109,759 | 3.0% | $1,458.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5.03亿 | 0.74% | 2,563,530 | 196,868 | 8.3% | $3,863.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.30亿 | 0.78% | 18,201,902 | -81,051 | -0.4% | -$236.03万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5.36亿 | 0.78% | 1,226,004 | 197,436 | 19.2% | $8,628.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.44亿 | 0.80% | 1,135,810 | -24,329 | -2.1% | -$1,165.92万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $5.46亿 | 0.80% | 7,138,779 | -332,864 | -4.5% | -$2,547.99万 | 减仓 |
| GOOGL | ALPHABET INC | $5.53亿 | 0.81% | 1,921,101 | 118,974 | 6.6% | $3,422.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7.40亿 | 1.08% | 1,237,277 | -65,585 | -5.0% | -$3,922.33万 | 减仓 |
| AMZN | AMAZON COM INC | $7.69亿 | 1.12% | 3,690,768 | 88,898 | 2.5% | $1,851.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8.42亿 | 1.23% | 2,623,638 | -9,805 | -0.4% | -$314.64万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8.43亿 | 1.23% | 1,294,890 | -36,822 | -2.8% | -$2,396.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $10.19亿 | 1.49% | 2,750,658 | 362,287 | 15.2% | $1.34亿 | 加仓 |
| QQQ | INVESCO QQQ TR | $10.69亿 | 1.56% | 1,850,628 | 3,624 | 0.2% | $209.35万 | 加仓 |
| IVV | ISHARES TR | $10.73亿 | 1.57% | 1,641,641 | 37,180 | 2.3% | $2,430.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $15.04亿 | 2.20% | 8,626,214 | -90,654 | -1.0% | -$1,581.09万 | 减仓 |
| AAPL | APPLE INC | $20.50亿 | 3.00% | 8,075,691 | 547,018 | 7.3% | $1.39亿 | 加仓 |