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
APD Air Prod & Chemicals Inc $4.74万0.04%163 00.0% — 不变
PHM Pultegroup Inc $4.70万0.04%400 00.0% — 不变
IWF iShares Russell 1000 Growth $4.69万0.04%110 00.0% — 不变
NTR Nutrien Ltd. $4.53万0.04%600 00.0% — 不变
VRTX Vertex Pharmaceuticals $4.47万0.04%100 00.0% — 不变
VST Vistra Energy Corp $4.28万0.04%285 00.0% — 不变
SPGI S&P Global Inc $4.24万0.04%100 00.0% — 不变
— iShares Morningstar Small-Cap ETF $4.09万0.04%629 00.0% — 不变
AMGN Amgen Incorporated $4.08万0.04%116 00.0% — 不变
ORCL Oracle Corporation $4.07万0.04%277 00.0% — 不变
MMM 3M Company $4.07万0.04%280 00.0% — 不变
LIN Lin Media Llc Cl A $4.07万0.04%82 00.0% — 不变
BLK Blackrock Inc $4.04万0.04%42 00.0% — 不变
EMR Emerson Electric Co $3.93万0.04%300 00.0% — 不变
CTSH Cognizant Tech Sol Cl A $3.87万0.04%630 00.0% — 不变
KO Coca Cola Company $3.75万0.03%493 00.0% — 不变
CRL Charles River Labs $3.71万0.03%215 00.0% — 不变
IEFA iShares EAFE $3.55万0.03%392 392— $3.55万 新建仓
SLV iShares Silver Trust $3.45万0.03%507 00.0% — 不变
BA Boeing Co $3.40万0.03%171 00.0% — 不变
HUBS Hubspot Inc $3.39万0.03%139 00.0% — 不变
DES Wisdomtree Smallcap $3.36万0.03%934 00.0% — 不变
RTX Raytheon Technologies Co $3.35万0.03%174 00.0% — 不变
ITW Illinois Tool Works $3.28万0.03%126 00.0% — 不变
ADBE Adobe Systems Inc $3.16万0.03%130 00.0% — 不变
UNH Unitedhealth Group Inc $3.14万0.03%116 00.0% — 不变
ETN Eaton Corporation $3.08万0.03%86 00.0% — 不变
MPWR Monolithic Power Systems $2.84万0.03%26 00.0% — 不变
TYL Tyler Technologies $2.81万0.03%82 00.0% — 不变
MFC Manulife Financial Corp $2.67万0.02%775 00.0% — 不变
IWP Ishares Russell Mid Cap $2.66万0.02%208 00.0% — 不变
WELL Welltower Inc $2.47万0.02%125 00.0% — 不变
FDX Fedex Corporation $2.35万0.02%66 00.0% — 不变
INTC Intel Corp $2.33万0.02%529 00.0% — 不变
DON WisdomTree Midcap Value $2.30万0.02%438 -4-0.9% -$210 减仓
DIS Disney Walt Co $2.21万0.02%229 00.0% — 不变
SBUX Starbucks Corp $2.20万0.02%246 00.0% — 不变
GLD SPDR Gold Shares ETF $2.15万0.02%50 00.0% — 不变
AXP American Express $2.12万0.02%70 00.0% — 不变
VZ Verizon Communications $2.06万0.02%410 00.0% — 不变
IVE Ishares S&P 500 Value $2.03万0.02%96 00.0% — 不变
PRU Prudential Financial Inc $2.00万0.02%204 00.0% — 不变
IBIT iShares Bitcoin Trust ETF $1.98万0.02%516 00.0% — 不变
GILD Gilead Sciences Inc $1.97万0.02%141 00.0% — 不变
BSX Boston Scientific Co $1.88万0.02%300 00.0% — 不变
GDX Vaneck Vectors Gold $1.84万0.02%200 00.0% — 不变
NKE Nike Inc Class B $1.77万0.02%335 00.0% — 不变
PFE Pfizer Incorporated $1.77万0.02%629 00.0% — 不变
TRV Travelers Companies Inc $1.75万0.02%60 00.0% — 不变
BDX Becton Dickinson&Co $1.70万0.02%108 00.0% — 不变
GS Goldman Sachs Group Inc $1.69万0.02%20 00.0% — 不变
DUK Duke Energy Corp New $1.69万0.02%129 00.0% — 不变
VTI Vanguard Total Stock Mkt $1.67万0.02%52 00.0% — 不变
BMY Bristol-Myers Squibb Co $1.66万0.02%273 00.0% — 不变
VWO Vanguard Emerging Markets $1.62万0.02%300 00.0% — 不变
BIV Vanguard Bond Index Fund $1.62万0.02%210 00.0% — 不变
T AT&T Inc New $1.59万0.01%550 00.0% — 不变
FVD First Trust Value Line Dividend $1.57万0.01%333 00.0% — 不变
NSC Norfolk Southern Corp $1.55万0.01%54 00.0% — 不变
BMO Bank of Montreal $1.49万0.01%110 00.0% — 不变
LRCX Lam Research Corporation $1.48万0.01%69 00.0% — 不变
EIX Edison International $1.46万0.01%200 100100.0% $7,318 加仓
ADM Archer-Daniels-Midlnd Co $1.45万0.01%200 00.0% — 不变
FCFS First Cash Financial Services $1.41万0.01%75 00.0% — 不变
COF Capital One Financial $1.37万0.01%75 00.0% — 不变
VO Vanguard Mid Cap Index $1.35万0.01%47 00.0% — 不变
IWS Ishares Russell Mid Cap $1.30万0.01%89 00.0% — 不变
AMTM Amentum Holdings Inc. $1.27万0.01%487 00.0% — 不变
HEI Heico Corp $1.23万0.01%45 00.0% — 不变
ANET Arista Networks Inc $1.23万0.01%100 00.0% — 不变
MO Altria Group Inc $1.22万0.01%185 00.0% — 不变
TTD The Trade Desk Inc $1.21万0.01%535 24584.5% $5,559 加仓
IT Gartner Inc $1.19万0.01%75 00.0% — 不变
SO The Southern Company $1.19万0.01%123 00.0% — 不变
TSM Taiwan Semiconductor Manufacturing Co Ltd $1.18万0.01%35 00.0% — 不变
INGR Ingredion Inc $1.13万0.01%100 00.0% — 不变
AOA iShares Core Aggressive Allocation $1.08万0.01%122 00.0% — 不变
BTO JH Financial Opportunities $1.08万0.01%300 00.0% — 不变
GIS General Mills Inc $1.02万0.01%274 00.0% — 不变
MU Micron Technology Inc $9,7970.01%29 00.0% — 不变
SCHW The Charles Schwab Corp $9,3980.01%100 00.0% — 不变
FDL First Trust Dividend Leaders $9,0420.01%178 -10-5.3% -$508 减仓
OKE Oneok Inc $9,0390.01%100 00.0% — 不变
QTUM Defiance Quantum ETF $8,6910.01%81 81— $8,691 新建仓
HWM Howmet Aerospace Inc. $8,5270.01%37 00.0% — 不变
FIS Fidelity National Information Services $8,3460.01%178 00.0% — 不变
RPM RPM International Inc $8,2500.01%83 00.0% — 不变
MS Morgan Stanley $8,2290.01%50 00.0% — 不变
DELL Dell Inc $8,0420.01%49 00.0% — 不变
DSGX The Descartes Systems Group $7,8000.01%109 00.0% — 不变
MSI Motorola Solutions $7,7530.01%18 00.0% — 不变
PFXF Vaneck Vectors Pfd Sec $7,6470.01%436 00.0% — 不变
RKLB Rocket Lab USA $7,5780.01%118 118— $7,578 新建仓
— Hologic Inc $7,5590.01%100 00.0% — 不变
OMC Omnicom Group Inc $7,5310.01%100 00.0% — 不变
CTVA Corteva Inc $7,4500.01%89 00.0% — 不变
BMNR Bitmine Immersion Technologies Inc. $7,2420.01%366 00.0% — 不变
VKTX Viking Therapeutics Inc $7,1590.01%220 00.0% — 不变
— Wal-Mart de Mexico SAB $7,1570.01%220 00.0% — 不变
GEHC GE Healthcare Technologies $7,1180.01%100 00.0% — 不变