SFAM, LLC
ELMHURST IL · SEC CIK 0001713286
$1.23亿2026Q2 申报市值
262持仓数
80.3%前十大占比 · 第一大 24.3%
13 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BSV 加仓+$157.92万
AGG 加仓+$77.87万
IXUS 加仓+$61.70万
VOO 加仓+$44.29万
DGRO 加仓+$39.78万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$101.09万
VTV 减仓-$90.18万
SMMD 减仓-$57.64万
Berkshire Hathaw 清仓-$27.84万
OSBC 减仓-$11.28万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $4.82万 | 0.04% | 116 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.78万 | 0.04% | 163 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4.75万 | 0.04% | 629 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4.54万 | 0.04% | 266 | 266 | — | $4.54万 | 新建仓 |
| MMM | 3M CO | $4.53万 | 0.04% | 280 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $4.52万 | 0.04% | 285 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $4.51万 | 0.04% | 267 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $4.29万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $4.26万 | 0.03% | 82 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4.20万 | 0.03% | 116 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $4.12万 | 0.03% | 300 | -100 | -25.0% | -$1.37万 | 减仓 |
| ORCL | ORACLE CORP | $4.06万 | 0.03% | 277 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $4.06万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $4.04万 | 0.03% | 42 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $4.00万 | 0.03% | 493 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $3.78万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3.74万 | 0.03% | 360 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $3.73万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $3.70万 | 0.03% | 171 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $3.66万 | 0.03% | 86 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $3.59万 | 0.03% | 26 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $3.57万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $3.41万 | 0.03% | 126 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $3.35万 | 0.03% | 29 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $3.30万 | 0.03% | 174 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $3.14万 | 0.03% | 775 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $3.01万 | 0.02% | 69 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $2.85万 | 0.02% | 701 | -233 | -24.9% | -$9,483 | 减仓 |
| WELL | WELLTOWER INC | $2.84万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $2.71万 | 0.02% | 507 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.67万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.58万 | 0.02% | 268 | 39 | 17.0% | $3,751 | 加仓 |
| HUBS | HUBSPOT INC | $2.54万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.51万 | 0.02% | 246 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.43万 | 0.02% | 166 | -42 | -20.2% | -$6,149 | 减仓 |
| HON | HONEYWELL INTL INC | $2.41万 | 0.02% | 108 | -107 | -49.8% | -$2.38万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $2.40万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $2.37万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $2.37万 | 0.02% | 107 | 107 | — | $2.37万 | 新建仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $2.31万 | 0.02% | 992 | -4,835 | -83.0% | -$11.28万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2.30万 | 0.02% | 100 | 100 | — | $2.30万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $2.21万 | 0.02% | 205 | 1 | 0.5% | $108 | 加仓 |
| DON | WISDOMTREE TR | $2.20万 | 0.02% | 389 | -49 | -11.2% | -$2,770 | 减仓 |
| IVE | ISHARES TR | $2.18万 | 0.02% | 96 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $2.11万 | 0.02% | 49 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.07万 | 0.02% | 66 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.02万 | 0.02% | 20 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.98万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $1.94万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.94万 | 0.02% | 500 | -130 | -20.6% | -$5,035 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.92万 | 0.02% | 52 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.84万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.79万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.74万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.72万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1.70万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.67万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.63万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1.63万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.62万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $1.61万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1.60万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $1.60万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.57万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.53万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $1.51万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $1.51万 | 0.01% | 629 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $1.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.50万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1.49万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.46万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.38万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $1.34万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.33万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.28万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.20万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $1.20万 | 0.01% | 123 | 1 | 0.8% | $97 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $1.18万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.18万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.14万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.05万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $1.01万 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $9,948 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $9,722 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $9,535 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $9,471 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $9,379 | 0.01% | 179 | 179 | — | $9,379 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $9,227 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $9,225 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $8,694 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $8,692 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $8,612 | 0.01% | 98 | 98 | — | $8,612 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $8,582 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $8,144 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $7,621 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $7,547 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7,537 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $7,439 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $7,335 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $7,283 | 0.01% | 100 | 0 | 0.0% | — | 不变 |