Black Diamond Financial, LLC
TOWSON MD · SEC CIK 0001759236
$9.16亿2026Q1 申报市值
185持仓数
49.8%前十大占比 · 第一大 11.7%
16 / 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
QQQ 新建仓+$500.67万
SCHG 加仓+$258.28万
AGG 加仓+$226.24万
PL 新建仓+$216.55万
MUB 加仓+$200.50万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$1,052.66万
VTV 减仓-$877.62万
SPTM 清仓-$644.78万
MGV 减仓-$575.23万
DFUS 清仓-$442.38万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -78,155 | -100.0% | -$644.78万 | 清仓 |
| DFUS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -59,644 | -100.0% | -$442.38万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,200 | -100.0% | -$79.23万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,940 | -100.0% | -$46.80万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -4,704 | -100.0% | -$44.27万 | 清仓 |
| MLPA | GLOBAL X FDS | $0 | 0.00% | 0 | -7,000 | -100.0% | -$33.89万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,508 | -100.0% | -$23.24万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -339 | -100.0% | -$22.46万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -901 | -100.0% | -$20.52万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,457 | -100.0% | -$20.08万 | 清仓 |
| — | LIVEWIRE GROUP INC | $575 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| — | DYADIC INTL INC DEL | $1.59万 | 0.00% | 19,331 | 19,331 | — | $1.59万 | 新建仓 |
| — | MARCHEX INC | $3.10万 | 0.00% | 20,000 | 20,000 | — | $3.10万 | 新建仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $5.68万 | 0.01% | 10,000 | -1,000 | -9.1% | -$5,680 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $12.45万 | 0.01% | 14,371 | -2,056 | -12.5% | -$1.78万 | 减仓 |
| AEE | AMEREN CORP | $20.15万 | 0.02% | 1,833 | 1,833 | — | $20.15万 | 新建仓 |
| HYG | ISHARES TR | $20.18万 | 0.02% | 2,537 | -566 | -18.2% | -$4.50万 | 重新持有 |
| ETN | EATON CORP PLC | $21.17万 | 0.02% | 592 | 592 | — | $21.17万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.32万 | 0.02% | 880 | -57 | -6.1% | -$1.38万 | 减仓 |
| MCD | MCDONALDS CORP | $21.33万 | 0.02% | 686 | 6 | 0.9% | $1,865 | 加仓 |
| IVW | ISHARES TR | $21.50万 | 0.02% | 1,901 | 1,901 | — | $21.50万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $21.67万 | 0.02% | 9,332 | 440 | 4.9% | $1.02万 | 重新持有 |
| TPHD | TIMOTHY PLAN | $21.80万 | 0.02% | 5,271 | 5,271 | — | $21.80万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.92万 | 0.02% | 1,175 | 4 | 0.3% | $746 | 加仓 |
| WM | WASTE MGMT INC DEL | $21.94万 | 0.02% | 955 | 955 | — | $21.94万 | 新建仓 |
| IWM | ISHARES TR | $22.10万 | 0.02% | 891 | -20 | -2.2% | -$4,960 | 减仓 |
| SO | SOUTHERN CO | $22.10万 | 0.02% | 2,290 | -36 | -1.5% | -$3,475 | 重新持有 |
| VSGX | VANGUARD WORLD FD | $22.13万 | 0.02% | 3,085 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $22.27万 | 0.02% | 4,383 | -428 | -8.9% | -$2.17万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $22.28万 | 0.02% | 1,390 | 19 | 1.4% | $3,046 | 加仓 |
| NFLX | NETFLIX INC. | $22.46万 | 0.02% | 2,336 | -76 | -3.2% | -$7,307 | 减仓 |
| ITA | ISHARES TR | $23.06万 | 0.03% | 1,054 | 1,054 | — | $23.06万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.16万 | 0.03% | 1,769 | 7 | 0.4% | $916 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.00万 | 0.03% | 6,175 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $24.28万 | 0.03% | 2,931 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.07万 | 0.03% | 1,704 | 2 | 0.1% | $294 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.49万 | 0.03% | 301 | -1 | -0.3% | -$847 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $25.69万 | 0.03% | 4,860 | 4,860 | — | $25.69万 | 新建仓 |
| ASML | ASML HLDG NV | $26.02万 | 0.03% | 197 | 197 | — | $26.02万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $26.07万 | 0.03% | 5,578 | -102 | -1.8% | -$4,768 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $26.23万 | 0.03% | 1,789 | 3 | 0.2% | $440 | 加仓 |
| VCEB | VANGUARD WORLD FD | $26.51万 | 0.03% | 4,219 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $26.63万 | 0.03% | 984 | 35 | 3.7% | $9,472 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.03万 | 0.03% | 1,854 | 5 | 0.3% | $729 | 加仓 |
| VCR | VANGUARD WORLD FD | $27.07万 | 0.03% | 754 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $27.60万 | 0.03% | 1,927 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $28.22万 | 0.03% | 912 | -26 | -2.8% | -$8,044 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $28.93万 | 0.03% | 3,134 | 119 | 3.9% | $1.10万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $29.02万 | 0.03% | 7,200 | 1,000 | 16.1% | $4.03万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $29.22万 | 0.03% | 3,968 | 457 | 13.0% | $3.37万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $29.40万 | 0.03% | 3,813 | 148 | 4.0% | $1.14万 | 加仓 |
| VHT | VANGUARD WORLD FD | $29.71万 | 0.03% | 1,091 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $30.50万 | 0.03% | 4,476 | -550 | -10.9% | -$3.75万 | 减仓 |
| AMGN | AMGEN INC | $31.10万 | 0.03% | 884 | 4 | 0.5% | $1,407 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $31.52万 | 0.03% | 6,869 | 1,145 | 20.0% | $5.25万 | 加仓 |
| QUAL | ISHARES TR | $31.80万 | 0.03% | 1,658 | 98 | 6.3% | $1.88万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $32.20万 | 0.04% | 8,381 | -498 | -5.6% | -$1.91万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $32.62万 | 0.04% | 3,256 | 437 | 15.5% | $4.38万 | 加仓 |
| CSCO | CISCO SYS INC | $32.99万 | 0.04% | 4,252 | 235 | 5.9% | $1.82万 | 加仓 |
| EVRG | EVERGY INC | $33.10万 | 0.04% | 4,041 | -24 | -0.6% | -$1,966 | 减仓 |
| VPU | VANGUARD WORLD FD | $33.27万 | 0.04% | 1,679 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $33.70万 | 0.04% | 1,389 | -27 | -1.9% | -$6,551 | 减仓 |
| SMRI | EA SERIES TRUST | $34.09万 | 0.04% | 9,635 | -1,458 | -13.1% | -$5.16万 | 减仓 |
| — | HONEYWELL INTL INC | $34.45万 | 0.04% | 1,524 | -16 | -1.0% | -$3,616 | 减仓 |
| VDE | VANGUARD WORLD FD | $34.45万 | 0.04% | 1,991 | -207 | -9.4% | -$3.58万 | 减仓 |
| GEV | GE VERNOVA INC | $34.66万 | 0.04% | 397 | 50 | 14.4% | $4.37万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $34.71万 | 0.04% | 753 | 44 | 6.2% | $2.03万 | 加仓 |
| KO | COCA COLA CO | $34.92万 | 0.04% | 4,591 | 378 | 9.0% | $2.87万 | 加仓 |
| WFC | WELLS FARGO & CO | $35.01万 | 0.04% | 4,398 | -406 | -8.5% | -$3.23万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $35.13万 | 0.04% | 7,116 | -391 | -5.2% | -$1.93万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $35.99万 | 0.04% | 1,190 | 106 | 9.8% | $3.21万 | 加仓 |
| DE | DEERE & CO | $36.73万 | 0.04% | 652 | 17 | 2.7% | $9,576 | 加仓 |
| CMI | CUMMINS INC | $37.34万 | 0.04% | 694 | 9 | 1.3% | $4,842 | 加仓 |
| YUM | YUM BRANDS INC | $39.27万 | 0.04% | 2,526 | 53 | 2.1% | $8,239 | 加仓 |
| ABBV | ABBVIE INC | $39.52万 | 0.04% | 1,817 | -69 | -3.7% | -$1.50万 | 减仓 |
| BLK | BLACKROCK INC | $40.14万 | 0.04% | 417 | 18 | 4.5% | $1.73万 | 加仓 |
| GE | GE AEROSPACE | $41.69万 | 0.05% | 1,469 | 155 | 11.8% | $4.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $41.86万 | 0.05% | 1,239 | 54 | 4.6% | $1.82万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $42.62万 | 0.05% | 7,532 | 2,837 | 60.4% | $16.05万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.17万 | 0.05% | 700 | -2 | -0.3% | -$1,234 | 减仓 |
| ROST | ROSS STORES INC | $43.69万 | 0.05% | 2,017 | 48 | 2.4% | $1.04万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.79万 | 0.05% | 3,032 | -428 | -12.4% | -$6.18万 | 减仓 |
| XVV | ISHARES TR | $45.60万 | 0.05% | 9,265 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $47.00万 | 0.05% | 3,907 | 71 | 1.9% | $8,541 | 加仓 |
| TSLA | TESLA INC | $47.36万 | 0.05% | 1,274 | 42 | 3.4% | $1.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.24万 | 0.05% | 2,015 | -811 | -28.7% | -$19.82万 | 减仓 |
| IWD | ISHARES TR | $50.00万 | 0.05% | 2,340 | 2,340 | — | $50.00万 | 新建仓 |
| IJH | ISHARES TR | $50.00万 | 0.05% | 7,404 | 1,704 | 29.9% | $11.51万 | 加仓 |
| HD | HOME DEPOT INC | $50.29万 | 0.05% | 1,529 | -110 | -6.7% | -$3.62万 | 减仓 |
| TPLC | TIMOTHY PLAN | $50.99万 | 0.06% | 10,980 | 3,180 | 40.8% | $14.77万 | 加仓 |
| PLD | PROLOGIS INC. | $51.43万 | 0.06% | 3,891 | 34 | 0.9% | $4,494 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $51.49万 | 0.06% | 1,263 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $52.34万 | 0.06% | 2,215 | 60 | 2.8% | $1.42万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $54.84万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $57.15万 | 0.06% | 22,768 | 2,720 | 13.6% | $6.83万 | 加仓 |
| IWB | ISHARES TR | $57.69万 | 0.06% | 1,618 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $58.18万 | 0.06% | 11,648 | -1 | -0.0% | -$50 | 减仓 |
| SPYG | SPDR SERIES TRUST | $58.38万 | 0.06% | 5,963 | 2,691 | 82.2% | $26.35万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $59.75万 | 0.07% | 10,377 | 94 | 0.9% | $5,413 | 加仓 |