Black Diamond Financial, LLC
TOWSON MD · SEC CIK 0001759236
$11.34亿2026Q2 申报市值
198持仓数
50.2%前十大占比 · 第一大 10.9%
19 / 7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
SCHG 加仓+$1,760.66万
SCHV 加仓+$1,212.91万
VTI 加仓+$1,142.79万
MGC 加仓+$1,037.03万
VV 加仓+$682.91万
2026Q2 卖出最多 按季末市值估算
LIND 减仓-$306.12万
PL 减仓-$189.51万
RSP 减仓-$75.09万
VUG 减仓-$47.95万
SDY 减仓-$43.02万
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 |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | $1.24亿 | 10.91% | 757,229 | 19,968 | 2.7% | $326.38万 | 加仓 |
| MGK | VANGUARD WORLD FD | $9,642.14万 | 8.50% | 1,096,819 | 54,449 | 5.2% | $478.66万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $6,124.64万 | 5.40% | 1,759,449 | 348,437 | 24.7% | $1,212.91万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,025.08万 | 5.31% | 1,780,462 | 520,289 | 41.3% | $1,760.66万 | 加仓 |
| AGG | ISHARES TR | $4,697.67万 | 4.14% | 474,608 | 25,037 | 5.6% | $247.82万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $4,453.38万 | 3.93% | 1,568,643 | 81,546 | 5.5% | $231.51万 | 加仓 |
| MGC | VANGUARD WORLD FD | $4,104.35万 | 3.62% | 149,997 | 37,899 | 33.8% | $1,037.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,459.85万 | 3.05% | 401,654 | -5,566 | -1.4% | -$47.95万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,280.60万 | 2.89% | 1,184,331 | 61,255 | 5.5% | $169.68万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,765.19万 | 2.44% | 90,277 | 7,305 | 8.8% | $223.75万 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $2,710.94万 | 2.39% | 959,964 | -108,398 | -10.1% | -$306.12万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $2,629.20万 | 2.32% | 897,336 | 70,035 | 8.5% | $205.20万 | 加仓 |
| IGIB | ISHARES TR | $2,346.49万 | 2.07% | 441,318 | 24,096 | 5.8% | $128.12万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,306.58万 | 2.03% | 783,753 | -3,780 | -0.5% | -$11.12万 | 减仓 |
| IMCV | ISHARES TR | $2,244.34万 | 1.98% | 245,612 | 28,475 | 13.1% | $260.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,033.92万 | 1.79% | 54,965 | 30,883 | 128.2% | $1,142.79万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,984.30万 | 1.75% | 821,997 | 98,896 | 13.7% | $238.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,962.09万 | 1.73% | 90,032 | -8 | -0.0% | -$1,743 | 减仓 |
| IGSB | ISHARES TR | $1,932.16万 | 1.70% | 368,663 | 30,593 | 9.0% | $160.34万 | 加仓 |
| MUB | ISHARES TR | $1,913.72万 | 1.69% | 177,822 | 9,306 | 5.5% | $100.15万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,896.50万 | 1.67% | 78,049 | 4,014 | 5.4% | $97.54万 | 加仓 |
| IEMG | ISHARES INC | $1,527.53万 | 1.35% | 184,395 | 16,163 | 9.6% | $133.89万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,499.25万 | 1.32% | 186,080 | 13,480 | 7.8% | $108.61万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,341.36万 | 1.18% | 39,003 | 19,857 | 103.7% | $682.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,324.82万 | 1.17% | 185,940 | 543 | 0.3% | $3.87万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,311.88万 | 1.16% | 43,280 | 7,569 | 21.2% | $229.43万 | 加仓 |
| ISCG | ISHARES TR | $1,263.65万 | 1.11% | 192,806 | 16,685 | 9.5% | $109.35万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,191.71万 | 1.05% | 323,221 | 56,282 | 21.1% | $207.51万 | 加仓 |
| AAPL | APPLE INC | $1,092.24万 | 0.96% | 37,747 | 181 | 0.5% | $5.24万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,056.60万 | 0.93% | 28,893 | 3,346 | 13.1% | $122.36万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $840.50万 | 0.74% | 232,632 | -1,603 | -0.7% | -$5.79万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $794.53万 | 0.70% | 11,568 | -257 | -2.2% | -$17.65万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $764.16万 | 0.67% | 35,915 | -3,529 | -8.9% | -$75.09万 | 减仓 |
| IVV | ISHARES TR | $706.06万 | 0.62% | 9,428 | -558 | -5.6% | -$41.79万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $658.14万 | 0.58% | 78,583 | 2,850 | 3.8% | $23.87万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $638.34万 | 0.56% | 8,548 | 2,670 | 45.4% | $199.39万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $620.71万 | 0.55% | 31,413 | 388 | 1.3% | $7.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $601.00万 | 0.53% | 8,161 | -513 | -5.9% | -$37.78万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $521.65万 | 0.46% | 66,007 | -2,376 | -3.5% | -$18.78万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $514.40万 | 0.45% | 53,345 | 3,784 | 7.6% | $36.49万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $495.82万 | 0.44% | 31,375 | 20,662 | 192.9% | $326.52万 | 加仓 |
| IMCG | ISHARES TR | $422.32万 | 0.37% | 42,962 | 367 | 0.9% | $3.61万 | 加仓 |
| GOOG | ALPHABET INC | $411.69万 | 0.36% | 11,652 | -33 | -0.3% | -$1.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $401.12万 | 0.35% | 10,753 | 112 | 1.1% | $4.18万 | 加仓 |
| SDY | SPDR SERIES TRUST | $389.81万 | 0.34% | 25,615 | -2,827 | -9.9% | -$43.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $374.47万 | 0.33% | 18,715 | -654 | -3.4% | -$13.09万 | 减仓 |
| GOOGL | ALPHABET INC | $344.45万 | 0.30% | 9,639 | 404 | 4.4% | $14.44万 | 加仓 |
| IJR | ISHARES TR | $342.71万 | 0.30% | 23,107 | 527 | 2.3% | $7.82万 | 加仓 |
| AMZN | AMAZON COM INC | $334.49万 | 0.29% | 14,034 | 94 | 0.7% | $2.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $304.41万 | 0.27% | 9,300 | -6 | -0.1% | -$1,964 | 减仓 |
| VGT | VANGUARD WORLD FD | $303.15万 | 0.27% | 25,363 | 619 | 2.5% | $7.40万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $302.62万 | 0.27% | 15,884 | 710 | 4.7% | $13.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $271.26万 | 0.24% | 5,421 | 131 | 2.5% | $6.56万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $249.53万 | 0.22% | 105,377 | 1,469 | 1.4% | $3.48万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $246.48万 | 0.22% | 10,416 | -40 | -0.4% | -$9,465 | 减仓 |
| IJH | ISHARES TR | $232.57万 | 0.21% | 30,161 | 22,757 | 307.4% | $175.48万 | 加仓 |
| IEFA | ISHARES TR | $216.73万 | 0.19% | 22,441 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $210.40万 | 0.19% | 24,198 | 16,998 | 236.1% | $147.80万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $203.96万 | 0.18% | 67,602 | 24,394 | 56.5% | $73.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $200.20万 | 0.18% | 3,898 | -51 | -1.3% | -$2.62万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $190.42万 | 0.17% | 79,077 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $189.36万 | 0.17% | 37,437 | -7,967 | -17.5% | -$40.30万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $188.69万 | 0.17% | 37,445 | 1,306 | 3.6% | $6.58万 | 加仓 |
| V | VISA INC | $185.88万 | 0.16% | 5,417 | -174 | -3.1% | -$5.97万 | 减仓 |
| USMV | ISHARES TR | $177.94万 | 0.16% | 18,447 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $167.70万 | 0.15% | 21,412 | 1,783 | 9.1% | $13.96万 | 加仓 |
| GLD | SPDR GOLD TR | $165.51万 | 0.15% | 4,493 | 817 | 22.2% | $30.10万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $159.53万 | 0.14% | 26,726 | 2,291 | 9.4% | $13.67万 | 加仓 |
| BAC | BANK OF AMER CORP | $151.63万 | 0.13% | 26,610 | -946 | -3.4% | -$5.39万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $150.59万 | 0.13% | 37,376 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $147.72万 | 0.13% | 1,232 | -11 | -0.9% | -$1.32万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $144.59万 | 0.13% | 5,822 | -1 | -0.0% | -$248 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $140.82万 | 0.12% | 1,220 | -19 | -1.5% | -$2.19万 | 减仓 |
| IWF | ISHARES TR | $139.47万 | 0.12% | 11,232 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $129.70万 | 0.11% | 1,218 | 16 | 1.3% | $1.70万 | 加仓 |
| VFH | VANGUARD WORLD FD | $118.08万 | 0.10% | 8,973 | -23 | -0.3% | -$3,027 | 减仓 |
| BBHL | BBH TR | $117.53万 | 0.10% | 67,548 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $114.36万 | 0.10% | 1,514 | -28 | -1.8% | -$2.11万 | 减仓 |
| META | META PLATFORMS INC | $112.72万 | 0.10% | 2,001 | -166 | -7.7% | -$9.35万 | 减仓 |
| PWR | QUANTA SVCS INC | $108.80万 | 0.10% | 1,511 | -142 | -8.6% | -$10.22万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $98.19万 | 0.09% | 1,396 | 696 | 99.4% | $48.95万 | 加仓 |
| SHV | ISHARES TR | $96.04万 | 0.08% | 8,703 | 452 | 5.5% | $4.99万 | 加仓 |
| — | EXXON MOBIL CORP | $94.27万 | 0.08% | 6,895 | -57 | -0.8% | -$7,793 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $91.61万 | 0.08% | 7,852 | -267 | -3.3% | -$3.12万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $80.93万 | 0.07% | 6,120 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $80.38万 | 0.07% | 29,325 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $80.30万 | 0.07% | 10,312 | -65 | -0.6% | -$5,062 | 减仓 |
| CVX | CHEVRON CORPORATION | $77.24万 | 0.07% | 4,659 | 1,380 | 42.1% | $22.88万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $75.41万 | 0.07% | 806 | -14 | -1.7% | -$1.31万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $75.13万 | 0.07% | 14,509 | 170 | 1.2% | $8,803 | 加仓 |
| IAU | ISHARES GOLD TR | $72.53万 | 0.06% | 9,605 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $72.30万 | 0.06% | 15,211 | 64 | 0.4% | $3,042 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $71.96万 | 0.06% | 38,137 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $71.66万 | 0.06% | 6,022 | 59 | 1.0% | $7,020 | 加仓 |
| EXC | EXELON CORP | $70.61万 | 0.06% | 15,146 | -31 | -0.2% | -$1,445 | 减仓 |
| EFAV | ISHARES TR | $68.19万 | 0.06% | 7,774 | -236 | -2.9% | -$2.07万 | 减仓 |
| WMT | WALMART INC | $67.36万 | 0.06% | 5,947 | 214 | 3.7% | $2.42万 | 加仓 |
| PL | PLANET LABS PBC | $67.17万 | 0.06% | 20,274 | -57,202 | -73.8% | -$189.51万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $66.59万 | 0.06% | 22,994 | 226 | 1.0% | $6,545 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $66.51万 | 0.06% | 5,204 | 204 | 4.1% | $2.61万 | 加仓 |