SFAM, LLC
ELMHURST IL · SEC CIK 0001713286
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VTWO | Vanguard Russell 2000 ETF | $7.09万 | 0.07% | 708 | 708 | — | $7.09万 | 新建仓 |
| EFA | Ishares MSCI EAFE Index | $7.14万 | 0.07% | 735 | 0 | 0.0% | — | 不变 |
| NSRGY | Nestle S A Reg B Adr | $7.43万 | 0.07% | 750 | 0 | 0.0% | — | 不变 |
| RBA | RB Global | $7.64万 | 0.07% | 797 | 0 | 0.0% | — | 不变 |
| KNX | Knight Swift Transportation | $7.68万 | 0.07% | 1,333 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $7.80万 | 0.07% | 649 | 0 | 0.0% | — | 不变 |
| A | Agilent Technologies Inc | $7.93万 | 0.07% | 696 | 0 | 0.0% | — | 不变 |
| VONG | Vanguard Russell 1000 Growth ETF | $7.96万 | 0.07% | 726 | -34 | -4.5% | -$3,729 | 减仓 |
| ITT | ITT Corporation New | $8.57万 | 0.08% | 450 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $8.82万 | 0.08% | 520 | 0 | 0.0% | — | 不变 |
| CBRE | Cbre Group Inc | $9.02万 | 0.08% | 666 | 0 | 0.0% | — | 不变 |
| PNC | PNC Finl Services Gp Inc | $9.09万 | 0.08% | 437 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Stores Inc | $9.29万 | 0.09% | 748 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris Intl Inc | $10.14万 | 0.09% | 613 | 0 | 0.0% | — | 不变 |
| ECL | Ecolab Inc | $10.69万 | 0.10% | 402 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Incorporated | $11.20万 | 0.10% | 721 | 0 | 0.0% | — | 不变 |
| META | Facebook Inc Class A | $11.33万 | 0.11% | 198 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Co | $11.42万 | 0.11% | 409 | 0 | 0.0% | — | 不变 |
| VCSH | Vanguard Short Term Corp | $11.43万 | 0.11% | 1,442 | 1,442 | — | $11.43万 | 新建仓 |
| AVGO | Broadcom Ltd | $11.62万 | 0.11% | 376 | 1 | 0.3% | $309 | 加仓 |
| SYK | Stryker Corp | $11.66万 | 0.11% | 355 | 0 | 0.0% | — | 不变 |
| SCHG | Schwab US Large Cap | $11.72万 | 0.11% | 4,025 | -489 | -10.8% | -$1.42万 | 减仓 |
| OSBC | Old Second Bank | $11.75万 | 0.11% | 5,827 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific | $12.04万 | 0.11% | 245 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $12.72万 | 0.12% | 387 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble | $12.81万 | 0.12% | 887 | -29 | -3.2% | -$4,190 | 减仓 |
| CAT | Caterpillar Inc | $13.81万 | 0.13% | 195 | 0 | 0.0% | — | 不变 |
| PH | Parker-Hannifin Corp | $14.77万 | 0.14% | 165 | 0 | 0.0% | — | 不变 |
| ORI | Old Republic Intl Corp | $15.09万 | 0.14% | 3,781 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $15.38万 | 0.14% | 273 | 0 | 0.0% | — | 不变 |
| NUE | Nucor Corp | $15.74万 | 0.15% | 931 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie Inc | $16.96万 | 0.16% | 780 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp | $17.61万 | 0.16% | 567 | 2 | 0.4% | $621 | 加仓 |
| ORLY | O'Reilly Automotive Inc | $17.86万 | 0.17% | 1,935 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $20.09万 | 0.19% | 1,152 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $20.58万 | 0.19% | 2,004 | 6 | 0.3% | $616 | 加仓 |
| DVY | Ishares Select Dividend | $20.59万 | 0.19% | 1,360 | 0 | 0.0% | — | 不变 |
| MCK | Mckesson Corporation | $23.11万 | 0.21% | 267 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $23.27万 | 0.22% | 952 | 0 | 0.0% | — | 不变 |
| AXON | Axon Enterprise Inc | $24.38万 | 0.23% | 574 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon Com Inc | $25.49万 | 0.24% | 1,224 | 40 | 3.4% | $8,331 | 加仓 |
| GOOG | Google Inc. Class C | $25.73万 | 0.24% | 897 | 0 | 0.0% | — | 不变 |
| JPM | JP Morgan Chase & Co | $27.18万 | 0.25% | 924 | 450 | 94.9% | $13.24万 | 加仓 |
| COST | Costco Wholesale Corp | $27.20万 | 0.25% | 273 | 0 | 0.0% | — | 不变 |
| — | Berkshire Hathaway Class B | $27.84万 | 0.26% | 581 | 0 | 0.0% | — | 不变 |
| V | Visa | $34.33万 | 0.32% | 1,136 | 0 | 0.0% | — | 不变 |
| JMEE | JPMorgan Market Expansion ETF | $34.85万 | 0.32% | 5,220 | 0 | 0.0% | — | 不变 |
| IVW | Ishares S&P 500 Growth | $35.18万 | 0.33% | 3,110 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp Cl A | $40.43万 | 0.37% | 3,200 | 0 | 0.0% | — | 不变 |
| ICSH | iShares Ultra Short-Term | $41.91万 | 0.39% | 8,280 | 101 | 1.2% | $5,113 | 加仓 |
| IXUS | iShares Core MSCI Total International | $51.43万 | 0.48% | 5,936 | 0 | 0.0% | — | 不变 |
| GOOGL | Google Inc. Class A | $53.49万 | 0.50% | 1,860 | 0 | 0.0% | — | 不变 |
| IJR | iShares Core S&P Small-Cap ETF | $55.89万 | 0.52% | 4,496 | 0 | 0.0% | — | 不变 |
| IWR | Ishares Russell Midcap Index | $58.73万 | 0.54% | 6,040 | -83 | -1.4% | -$8,070 | 减仓 |
| IVV | iShares S&P 500 ETF | $59.12万 | 0.55% | 905 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $59.66万 | 0.55% | 1,612 | 0 | 0.0% | — | 不变 |
| SPY | State Street S&P 500 ETF | $61.72万 | 0.57% | 949 | -1 | -0.1% | -$650 | 减仓 |
| LLY | Lilly Eli & Company | $66.87万 | 0.62% | 727 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard S&P 500 ETF | $82.01万 | 0.76% | 1,372 | 416 | 43.5% | $24.87万 | 加仓 |
| AAPL | Apple Inc | $119.50万 | 1.11% | 4,709 | 46 | 1.0% | $1.17万 | 加仓 |
| ICF | Ishares Cohen & Steers Realty Majors | $128.69万 | 1.19% | 20,793 | -415 | -2.0% | -$2.57万 | 减仓 |
| SUB | iShares Short Term Muni | $176.64万 | 1.64% | 16,585 | 396 | 2.4% | $4.22万 | 加仓 |
| ANGL | Vaneck Vectors Fallen | $255.64万 | 2.37% | 89,011 | 3,001 | 3.5% | $8.62万 | 加仓 |
| VTV | Vanguard Value | $262.09万 | 2.43% | 13,358 | -92 | -0.7% | -$1.81万 | 减仓 |
| VUG | Vanguard Growth | $297.77万 | 2.76% | 6,817 | -12 | -0.2% | -$5,242 | 减仓 |
| BSV | Vanguard Short Term Bond | $643.22万 | 5.97% | 82,033 | 3,292 | 4.2% | $25.81万 | 加仓 |
| SPYG | SPDR S&P 500 Growth Fund | $847.40万 | 7.86% | 86,549 | -469 | -0.5% | -$4.59万 | 减仓 |
| DGRO | iShares Dividend Growth | $986.39万 | 9.15% | 140,551 | -805 | -0.6% | -$5.65万 | 减仓 |
| SMMD | iShares Russell 2500 | $1,340.76万 | 12.44% | 175,608 | -1,321 | -0.7% | -$10.09万 | 减仓 |
| AGG | iShares Core US Bond | $1,357.29万 | 12.59% | 136,727 | 7,878 | 6.1% | $78.21万 | 加仓 |
| VV | Vanguard Large Cap | $2,581.52万 | 23.94% | 86,382 | -296 | -0.3% | -$8.85万 | 减仓 |