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 |
|---|---|---|---|---|---|---|---|---|
| NTRS | Northern Trust Corp | $6,979 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CPRT | Copart Inc | $6,640 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FIG | Figma Inc | $6,427 | 0.01% | 304 | 304 | — | $6,427 | 新建仓 |
| MUSA | Murphy USA Inc | $6,422 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| DXCM | Dexcom Inc | $6,280 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | Mercedes-Benz Group AG | $6,189 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co New | $6,035 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| SOUN | SoundHound AI | $5,922 | 0.01% | 862 | 0 | 0.0% | — | 不变 |
| VMRK | Equity Residential | $5,915 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp | $5,631 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| KHC | Kraft Heinz Company | $5,600 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies | $5,539 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Inc | $5,490 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| MNDY | Monday.com | $5,460 | 0.01% | 79 | 79 | — | $5,460 | 新建仓 |
| XLK | Technology Select Sector SPDR ETF | $5,316 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ZS | Zscaler Inc | $5,191 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| KD | Kyndryl Holdings | $5,077 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Group LP | $5,060 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LUV | Southwest Airlines Co | $4,997 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| OKLO | Oklo Inc. | $4,959 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend | $4,946 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake | $4,826 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab US Dividend Equity ETF | $4,602 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IBTG | iShares iBonds 2026 | $4,514 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $4,466 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| XLV | Sector Spdr Health Fund | $4,398 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PII | Polaris Industries Inc | $4,360 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | Biotricity Inc | $4,327 | 0.00% | 18,333 | 0 | 0.0% | — | 不变 |
| CVS | CVS Caremark Corp | $4,309 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| F | Ford Motor Company New | $4,246 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corp | $4,169 | 0.00% | 14 | 14 | — | $4,169 | 新建仓 |
| SOLS | Solstice Advanced Materials Inc | $3,960 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| HAL | Halliburton Co Hldg Co | $3,860 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| DEO | Diageo Plc New Adr | $3,723 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BNY | Bank of NY Mellon Corp | $3,440 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AIQ | Global X Artifcial Intelligence & Technology | $3,360 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FLY | Firefly Aerospace Inc | $2,847 | 0.00% | 100 | 100 | — | $2,847 | 新建仓 |
| IRDM | Iridium Communication | $2,774 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BWMN | Bowman Consulting Group | $2,702 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AEE | Ameren Corporation | $2,597 | 0.00% | 24 | 1 | 4.3% | $108 | 加仓 |
| CCL | Carnival Corp | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| O | Realty Income Corp REIT | $2,447 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DT | Dynatrace Inc. | $2,441 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | DAIMLER TRUCK HLDG ADR | $2,428 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SWK | Stanley Black & Decker | $2,203 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| POST | Post Holdings Inc | $2,175 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HOG | Harley Davidson Inc | $2,022 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corp New Cl A | $1,955 | 0.00% | 68 | 1 | 1.5% | $29 | 加仓 |
| SOLV | Solventum Corp | $1,894 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NCLH | Norwegian Cruise Lin | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PCG | PG & E Corp | $1,757 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RDW | Genesis Park Acquisition | $1,700 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DOC | Physicians Realty Tr | $1,643 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PTLO | Portillos | $1,587 | 0.00% | 300 | 100 | 50.0% | $529 | 加仓 |
| BAX | Baxter International Inc | $1,579 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| CAG | Conagra Brands Inc | $1,572 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corp | $1,542 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc Class A | $1,505 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QBTS | D-Wave Quantum | $1,443 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOW | Dow Chemical Company | $1,250 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SEDG | SolarEdge Technologies Inc | $1,021 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| USAR | USA Rare Earth Inc | $908 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CTGO | Contango Ore Inc. | $450 | 0.00% | 24 | 24 | — | $450 | 新建仓 |
| LCID | Lucid Group Inc. | $162 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VSNT | Versant Media Group | $74 | 0.00% | 2 | 2 | — | $74 | 新建仓 |
| AAL | American Airlines Group | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JPC | Nuveen Preferred Income | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | Alkaline Water Company | $1 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SPIR | Spire Global | $0 | 0.00% | 0 | -100 | -100.0% | -$750 | 清仓 |
| — | Dolly Varden Silver | $0 | 0.00% | 0 | -112 | -100.0% | -$494 | 清仓 |
| — | Medite Cancer Diagnostics | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |