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 |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | $7,200 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $6,918 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $6,839 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $6,793 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $6,762 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $6,735 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,401 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $6,277 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $6,207 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $5,881 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $5,719 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $5,638 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $5,577 | 0.00% | 862 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $5,556 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $5,499 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $5,475 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,442 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $5,251 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $5,233 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $5,223 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $5,177 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $5,114 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $4,983 | 0.00% | 33 | 33 | — | $4,983 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $4,873 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $4,760 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $4,724 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4,607 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $4,509 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $4,194 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4,019 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE INC | $2,940 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $2,918 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $2,898 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $2,774 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2,689 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $2,478 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| YSS | YORK SPACE SYSTEMS INC | $2,462 | 0.00% | 100 | 100 | — | $2,462 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $2,446 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $2,399 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2,237 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $2,004 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $1,942 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,735 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,691 | 0.00% | 69 | 1 | 1.5% | $25 | 加仓 |
| PCG | PG&E CORP | $1,682 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1,432 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC | $1,422 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1,346 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $1,295 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $1,169 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $892 | 0.00% | 100 | 100 | — | $892 | 新建仓 |
| DOW | DOW HLDGS INC | $821 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $658 | 0.00% | 8 | 8 | — | $658 | 新建仓 |
| PFXF | VANECK ETF TRUST | $607 | 0.00% | 34 | -402 | -92.2% | -$7,177 | 减仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $379 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $114 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $73 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | Berkshire Hathaway Class B | $0 | 0.00% | 0 | -581 | -100.0% | -$27.84万 | 清仓 |
| NSRGY | Nestle S A Reg B Adr | $0 | 0.00% | 0 | -750 | -100.0% | -$7.43万 | 清仓 |
| — | Jacobs Engineering Group | $0 | 0.00% | 0 | -460 | -100.0% | -$5.85万 | 清仓 |
| ANET | Arista Networks Inc | $0 | 0.00% | 0 | -100 | -100.0% | -$1.23万 | 清仓 |
| TTD | The Trade Desk Inc | $0 | 0.00% | 0 | -535 | -100.0% | -$1.21万 | 清仓 |
| FDL | First Trust Dividend Leaders | $0 | 0.00% | 0 | -178 | -100.0% | -$9,042 | 清仓 |
| — | Hologic Inc | $0 | 0.00% | 0 | -100 | -100.0% | -$7,559 | 清仓 |
| — | Wal-Mart de Mexico SAB | $0 | 0.00% | 0 | -220 | -100.0% | -$7,157 | 清仓 |
| MUSA | Murphy USA Inc | $0 | 0.00% | 0 | -13 | -100.0% | -$6,422 | 清仓 |
| — | Mercedes-Benz Group AG | $0 | 0.00% | 0 | -101 | -100.0% | -$6,189 | 清仓 |
| KD | Kyndryl Holdings | $0 | 0.00% | 0 | -387 | -100.0% | -$5,077 | 清仓 |
| SCHD | Schwab US Dividend Equity ETF | $0 | 0.00% | 0 | -150 | -100.0% | -$4,602 | 清仓 |
| — | Biotricity Inc | $0 | 0.00% | 0 | -18,333 | -100.0% | -$4,327 | 清仓 |
| HAL | Halliburton Co Hldg Co | $0 | 0.00% | 0 | -99 | -100.0% | -$3,860 | 清仓 |
| IRDM | Iridium Communication | $0 | 0.00% | 0 | -100 | -100.0% | -$2,774 | 清仓 |
| CCL | Carnival Corp | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| — | DAIMLER TRUCK HLDG ADR | $0 | 0.00% | 0 | -100 | -100.0% | -$2,428 | 清仓 |
| RDW | Genesis Park Acquisition | $0 | 0.00% | 0 | -200 | -100.0% | -$1,700 | 清仓 |
| — | Alkaline Water Company | $0 | 0.00% | 0 | -14 | -100.0% | -$1 | 清仓 |
| — | Medite Cancer Diagnostics | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |