Financial & Tax Architects, LLC
ST LOUIS MO · SEC CIK 0001758543
$4.48亿2026Q1 申报市值
108持仓数
36.8%前十大占比 · 第一大 5.8%
18 / 10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
MDY 新建仓+$474.29万
VEA 新建仓+$433.88万
VPL 新建仓+$177.37万
BCI 加仓+$133.77万
QQQM 新建仓+$128.80万
2026Q1 卖出最多 按季末市值估算
PCY 减仓-$863.87万
BND 减仓-$551.46万
CAT 减仓-$186.04万
NOBL 减仓-$180.01万
JNJ 减仓-$169.84万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $26.10万 | 0.06% | 612 | 612 | — | $26.10万 | 新建仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $24.79万 | 0.06% | 2,674 | 2,674 | — | $24.79万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $24.74万 | 0.06% | 2,733 | 2,733 | — | $24.74万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $24.73万 | 0.06% | 914 | 46 | 5.3% | $1.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $23.54万 | 0.05% | 1,157 | -16 | -1.4% | -$3,255 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $21.54万 | 0.05% | 630 | 630 | — | $21.54万 | 新建仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $20.97万 | 0.05% | 2,142 | -584 | -21.4% | -$5.72万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $20.15万 | 0.04% | 943 | 943 | — | $20.15万 | 新建仓 |
| IVW | ISHARES S&P 500 GROWTH | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $0 | 0.00% | 0 | -29,535 | -100.0% | -$136.72万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR | $0 | 0.00% | 0 | -22,761 | -100.0% | -$124.66万 | 清仓 |
| SONY | SONY GROUP CORP SPONSORED | $0 | 0.00% | 0 | -28,547 | -100.0% | -$73.08万 | 清仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -4,537 | -100.0% | -$72.24万 | 清仓 |
| IVV | ISHARES CORE S&P 500 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES GLOBAL UTILITIES | $0 | 0.00% | 0 | -5,150 | -100.0% | -$40.50万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -676 | -100.0% | -$38.59万 | 清仓 |
| BSV | VANGUARD SHORT-TERM BOND | $0 | 0.00% | 0 | -4,615 | -100.0% | -$36.37万 | 清仓 |
| SPYI | NEOS S&P 500 HIGH INCOME | $0 | 0.00% | 0 | -5,643 | -100.0% | -$29.64万 | 清仓 |
| — | Invesco Top QQQ | $0 | 0.00% | 0 | -7,152 | -100.0% | -$27.51万 | 清仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -2,421 | -100.0% | -$20.21万 | 清仓 |