13F 机构持仓

SFAM, LLC

ELMHURST IL · SEC CIK 0001713286

2026Q22026Q1 更早 9 个季度 🔒
$1.08亿2026Q1 申报市值
269持仓数
81.1%前十大占比 · 第一大 23.9%
11 / 2新建仓 / 清仓
申报市值走势$1.23亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VV 23.9%
AGG 12.6%
SMMD 12.4%
DGRO 9.1%
SPYG 7.9%
BSV 6.0%
VUG 2.8%
VTV 2.4%
ANGL 2.4%
SUB 1.6%

2026Q1 买入最多 按季末市值估算

AGG 加仓+$78.21万
BSV 加仓+$25.81万
VOO 加仓+$24.87万
JPM 加仓+$13.24万
VCSH 新建仓+$11.43万

2026Q1 卖出最多 按季末市值估算

SMMD 减仓-$10.09万
VV 减仓-$8.85万
DGRO 减仓-$5.65万
SPYG 减仓-$4.59万
ICF 减仓-$2.57万

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
MO Altria Group Inc $1.22万0.01%185 00.0% — 不变
ANET Arista Networks Inc $1.23万0.01%100 00.0% — 不变
HEI Heico Corp $1.23万0.01%45 00.0% — 不变
AMTM Amentum Holdings Inc. $1.27万0.01%487 00.0% — 不变
IWS Ishares Russell Mid Cap $1.30万0.01%89 00.0% — 不变
VO Vanguard Mid Cap Index $1.35万0.01%47 00.0% — 不变
COF Capital One Financial $1.37万0.01%75 00.0% — 不变
FCFS First Cash Financial Services $1.41万0.01%75 00.0% — 不变
ADM Archer-Daniels-Midlnd Co $1.45万0.01%200 00.0% — 不变
EIX Edison International $1.46万0.01%200 100100.0% $7,318 加仓
LRCX Lam Research Corporation $1.48万0.01%69 00.0% — 不变
BMO Bank of Montreal $1.49万0.01%110 00.0% — 不变
NSC Norfolk Southern Corp $1.55万0.01%54 00.0% — 不变
FVD First Trust Value Line Dividend $1.57万0.01%333 00.0% — 不变
T AT&T Inc New $1.59万0.01%550 00.0% — 不变
BIV Vanguard Bond Index Fund $1.62万0.02%210 00.0% — 不变
VWO Vanguard Emerging Markets $1.62万0.02%300 00.0% — 不变
BMY Bristol-Myers Squibb Co $1.66万0.02%273 00.0% — 不变
VTI Vanguard Total Stock Mkt $1.67万0.02%52 00.0% — 不变
DUK Duke Energy Corp New $1.69万0.02%129 00.0% — 不变
GS Goldman Sachs Group Inc $1.69万0.02%20 00.0% — 不变
BDX Becton Dickinson&Co $1.70万0.02%108 00.0% — 不变
TRV Travelers Companies Inc $1.75万0.02%60 00.0% — 不变
PFE Pfizer Incorporated $1.77万0.02%629 00.0% — 不变
NKE Nike Inc Class B $1.77万0.02%335 00.0% — 不变
GDX Vaneck Vectors Gold $1.84万0.02%200 00.0% — 不变
BSX Boston Scientific Co $1.88万0.02%300 00.0% — 不变
GILD Gilead Sciences Inc $1.97万0.02%141 00.0% — 不变
IBIT iShares Bitcoin Trust ETF $1.98万0.02%516 00.0% — 不变
PRU Prudential Financial Inc $2.00万0.02%204 00.0% — 不变
IVE Ishares S&P 500 Value $2.03万0.02%96 00.0% — 不变
VZ Verizon Communications $2.06万0.02%410 00.0% — 不变
AXP American Express $2.12万0.02%70 00.0% — 不变
GLD SPDR Gold Shares ETF $2.15万0.02%50 00.0% — 不变
SBUX Starbucks Corp $2.20万0.02%246 00.0% — 不变
DIS Disney Walt Co $2.21万0.02%229 00.0% — 不变
DON WisdomTree Midcap Value $2.30万0.02%438 -4-0.9% -$210 减仓
INTC Intel Corp $2.33万0.02%529 00.0% — 不变
FDX Fedex Corporation $2.35万0.02%66 00.0% — 不变
WELL Welltower Inc $2.47万0.02%125 00.0% — 不变
IWP Ishares Russell Mid Cap $2.66万0.02%208 00.0% — 不变
MFC Manulife Financial Corp $2.67万0.02%775 00.0% — 不变
TYL Tyler Technologies $2.81万0.03%82 00.0% — 不变
MPWR Monolithic Power Systems $2.84万0.03%26 00.0% — 不变
ETN Eaton Corporation $3.08万0.03%86 00.0% — 不变
UNH Unitedhealth Group Inc $3.14万0.03%116 00.0% — 不变
ADBE Adobe Systems Inc $3.16万0.03%130 00.0% — 不变
ITW Illinois Tool Works $3.28万0.03%126 00.0% — 不变
RTX Raytheon Technologies Co $3.35万0.03%174 00.0% — 不变
DES Wisdomtree Smallcap $3.36万0.03%934 00.0% — 不变
HUBS Hubspot Inc $3.39万0.03%139 00.0% — 不变
BA Boeing Co $3.40万0.03%171 00.0% — 不变
SLV iShares Silver Trust $3.45万0.03%507 00.0% — 不变
IEFA iShares EAFE $3.55万0.03%392 392— $3.55万 新建仓
CRL Charles River Labs $3.71万0.03%215 00.0% — 不变
KO Coca Cola Company $3.75万0.03%493 00.0% — 不变
CTSH Cognizant Tech Sol Cl A $3.87万0.04%630 00.0% — 不变
EMR Emerson Electric Co $3.93万0.04%300 00.0% — 不变
BLK Blackrock Inc $4.04万0.04%42 00.0% — 不变
LIN Lin Media Llc Cl A $4.07万0.04%82 00.0% — 不变
MMM 3M Company $4.07万0.04%280 00.0% — 不变
ORCL Oracle Corporation $4.07万0.04%277 00.0% — 不变
AMGN Amgen Incorporated $4.08万0.04%116 00.0% — 不变
— iShares Morningstar Small-Cap ETF $4.09万0.04%629 00.0% — 不变
SPGI S&P Global Inc $4.24万0.04%100 00.0% — 不变
VST Vistra Energy Corp $4.28万0.04%285 00.0% — 不变
VRTX Vertex Pharmaceuticals $4.47万0.04%100 00.0% — 不变
NTR Nutrien Ltd. $4.53万0.04%600 00.0% — 不变
IWF iShares Russell 1000 Growth $4.69万0.04%110 00.0% — 不变
PHM Pultegroup Inc $4.70万0.04%400 00.0% — 不变
APD Air Prod & Chemicals Inc $4.74万0.04%163 00.0% — 不变
COP Conoco Phillips $4.75万0.04%360 00.0% — 不变
QQQ Powershares QQQ Trust $4.79万0.04%83 -12-12.6% -$6,926 减仓
NFLX Netflix Inc $4.81万0.04%500 00.0% — 不变
TGT Target Corporation $4.85万0.04%400 00.0% — 不变
— Honeywell International $4.86万0.05%215 00.0% — 不变
PSX Phillips $4.86万0.05%267 00.0% — 不变
OEF ishares S&P 100 $4.93万0.05%155 00.0% — 不变
AKAM Akamai Technologies $4.96万0.05%432 00.0% — 不变
BKNG Booking Holdings Inc $5.05万0.05%12 00.0% — 不变
VT Vanguard Total World $5.21万0.05%377 00.0% — 不变
AMD Advanced Micro Devices $5.43万0.05%267 00.0% — 不变
GLW Corning Inc $5.44万0.05%400 00.0% — 不变
SNA Snap On Inc $5.45万0.05%150 00.0% — 不变
SPG Simon Ppty Group New $5.73万0.05%307 00.0% — 不变
IMCG iShares Morningstar Mid-Cap Growth ETF $5.74万0.05%729 -30-4.0% -$2,363 减仓
TSLA Tesla Motors Inc $5.84万0.05%157 00.0% — 不变
— Jacobs Engineering Group $5.85万0.05%460 00.0% — 不变
PAYX Paychex Inc $5.90万0.05%640 00.0% — 不变
ACN Accenture Ltd Cl A $5.95万0.06%300 00.0% — 不变
MDLZ Mondelez Intl Inc Cl A $6.03万0.06%1,046 00.0% — 不变
FCX Freeport Mcmoran Copper $6.05万0.06%1,030 00.0% — 不变
QCOM Qualcomm Inc $6.22万0.06%483 00.0% — 不变
AVUV Avantis US Small Cap Value ETF $6.35万0.06%575 -24-4.0% -$2,651 减仓
EXC Exelon Corporation $6.36万0.06%1,298 00.0% — 不变
MA Mastercard Inc $6.80万0.06%136 00.0% — 不变
MAR Marriott Intl Inc $6.87万0.06%210 00.0% — 不变
LHX L3 Harris Technologies $6.90万0.06%200 00.0% — 不变
UNP Union Pacific Corp $7.01万0.07%289 00.0% — 不变
CVX Chevron Corporation $7.09万0.07%343 10.3% $207 加仓