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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,524 | -100.0% | -$34.45万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,336 | -100.0% | -$22.46万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,332 | -100.0% | -$21.67万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -686 | -100.0% | -$21.33万 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.68万 | 清仓 |
| — | MARCHEX INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$3.10万 | 清仓 |
| — | DYADIC INTL INC DEL | $0 | 0.00% | 0 | -19,331 | -100.0% | -$1.59万 | 清仓 |
| — | LIVEWIRE GROUP INC | $230 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $14.10万 | 0.01% | 14,371 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $20.23万 | 0.02% | 908 | -47 | -4.9% | -$1.05万 | 减仓 |
| AVGO | BROADCOM INC | $20.59万 | 0.02% | 545 | -367 | -40.2% | -$13.86万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $20.60万 | 0.02% | 99 | -4 | -3.9% | -$8,323 | 重新持有 |
| SO | SOUTHERN CO | $20.66万 | 0.02% | 2,159 | -131 | -5.7% | -$1.25万 | 减仓 |
| AEE | AMEREN CORP | $20.72万 | 0.02% | 1,833 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $21.09万 | 0.02% | 2,030 | 2,030 | — | $21.09万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.59万 | 0.02% | 543 | -210 | -27.9% | -$8.35万 | 减仓 |
| HYG | ISHARES TR | $21.96万 | 0.02% | 2,746 | 209 | 8.2% | $1.67万 | 加仓 |
| NUE | NUCOR CORP | $22.32万 | 0.02% | 1,002 | 1,002 | — | $22.32万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $22.38万 | 0.02% | 1,768 | -1 | -0.1% | -$127 | 减仓 |
| QCOM | QUALCOMM INC | $22.42万 | 0.02% | 1,213 | 1,213 | — | $22.42万 | 新建仓 |
| IWO | ISHARES TR | $22.50万 | 0.02% | 571 | 571 | — | $22.50万 | 新建仓 |
| ETN | EATON CORP PLC | $22.50万 | 0.02% | 528 | -64 | -10.8% | -$2.73万 | 减仓 |
| ROST | ROSS STORES INC | $22.58万 | 0.02% | 1,061 | -956 | -47.4% | -$20.35万 | 减仓 |
| AMAT | APPLIED MATLS INC | $23.53万 | 0.02% | 325 | 325 | — | $23.53万 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $23.59万 | 0.02% | 5,050 | 5,050 | — | $23.59万 | 新建仓 |
| SLV | ISHARES SILVER TR | $23.67万 | 0.02% | 4,426 | -50 | -1.1% | -$2,674 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.03万 | 0.02% | 976 | 976 | — | $24.03万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $24.48万 | 0.02% | 565 | 565 | — | $24.48万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.02万 | 0.02% | 524 | 524 | — | $25.02万 | 新建仓 |
| GLW | CORNING INC | $25.03万 | 0.02% | 980 | 980 | — | $25.03万 | 新建仓 |
| ITA | ISHARES TR | $25.05万 | 0.02% | 1,033 | -21 | -2.0% | -$5,093 | 减仓 |
| ORCL | ORACLE CORP | $25.19万 | 0.02% | 1,719 | 15 | 0.9% | $2,198 | 加仓 |
| IWN | ISHARES TR | $25.55万 | 0.02% | 1,155 | 1,155 | — | $25.55万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $25.85万 | 0.02% | 4,860 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $26.15万 | 0.02% | 1,901 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $26.20万 | 0.02% | 4,174 | -45 | -1.1% | -$2,824 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $26.27万 | 0.02% | 1,175 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $26.42万 | 0.02% | 4,483 | 100 | 2.3% | $5,892 | 加仓 |
| IYG | ISHARES TR | $26.52万 | 0.02% | 2,931 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $26.69万 | 0.02% | 8,418 | 8,418 | — | $26.69万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $26.85万 | 0.02% | 5,579 | 1 | 0.0% | $48 | 加仓 |
| TPHD | TIMOTHY PLAN | $27.01万 | 0.02% | 6,389 | 1,118 | 21.2% | $4.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.39万 | 0.02% | 6,175 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.73万 | 0.02% | 8,331 | -50 | -0.6% | -$1,665 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $28.33万 | 0.02% | 3,077 | -57 | -1.8% | -$5,249 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $28.43万 | 0.03% | 1,792 | 3 | 0.2% | $476 | 加仓 |
| VSGX | VANGUARD WORLD FD | $29.58万 | 0.03% | 3,592 | 507 | 16.4% | $4.17万 | 加仓 |
| VDE | VANGUARD WORLD FD | $29.89万 | 0.03% | 1,991 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $29.90万 | 0.03% | 754 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $30.13万 | 0.03% | 1,666 | 1,666 | — | $30.13万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.51万 | 0.03% | 302 | 1 | 0.3% | $1,010 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $31.16万 | 0.03% | 6,873 | 4 | 0.1% | $181 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.19万 | 0.03% | 1,109 | 229 | 26.0% | $6.44万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $31.34万 | 0.03% | 3,792 | 3,792 | — | $31.34万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $31.41万 | 0.03% | 1,927 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $31.42万 | 0.03% | 2,245 | 2,245 | — | $31.42万 | 新建仓 |
| AMGN | AMGEN INC | $31.87万 | 0.03% | 880 | -4 | -0.5% | -$1,448 | 减仓 |
| VHT | VANGUARD WORLD FD | $32.62万 | 0.03% | 1,091 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $32.86万 | 0.03% | 1,679 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $32.88万 | 0.03% | 3,846 | 33 | 0.9% | $2,821 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $33.33万 | 0.03% | 2,160 | 306 | 16.5% | $4.72万 | 加仓 |
| WFC | WELLS FARGO & CO | $34.01万 | 0.03% | 4,116 | -282 | -6.4% | -$2.33万 | 减仓 |
| IWM | ISHARES TR | $35.06万 | 0.03% | 1,167 | 276 | 31.0% | $8.29万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $35.50万 | 0.03% | 6,621 | -495 | -7.0% | -$2.65万 | 减仓 |
| EVRG | EVERGY INC | $35.69万 | 0.03% | 4,129 | 88 | 2.2% | $7,606 | 加仓 |
| ASML | ASML HLDG NV | $35.81万 | 0.03% | 180 | -17 | -8.6% | -$3.38万 | 减仓 |
| BLK | BLACKROCK INC | $35.96万 | 0.03% | 374 | -43 | -10.3% | -$4.13万 | 减仓 |
| QUAL | ISHARES TR | $36.38万 | 0.03% | 1,658 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $36.39万 | 0.03% | 875 | -109 | -11.1% | -$4.53万 | 减仓 |
| SMRI | EA SERIES TRUST | $36.62万 | 0.03% | 8,926 | -709 | -7.4% | -$2.91万 | 减仓 |
| KO | COCA COLA CO | $36.96万 | 0.03% | 4,548 | -43 | -0.9% | -$3,494 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $37.51万 | 0.03% | 1,109 | -81 | -6.8% | -$2.74万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $37.73万 | 0.03% | 391 | 391 | — | $37.73万 | 新建仓 |
| UNP | UNION PAC CORP | $37.86万 | 0.03% | 1,392 | 3 | 0.2% | $816 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $38.58万 | 0.03% | 6,629 | 6,629 | — | $38.58万 | 新建仓 |
| DE | DEERE & CO | $39.96万 | 0.04% | 630 | -22 | -3.4% | -$1.40万 | 减仓 |
| YUM | YUM BRANDS INC | $40.33万 | 0.04% | 2,523 | -3 | -0.1% | -$480 | 减仓 |
| GEV | GE VERNOVA INC | $42.78万 | 0.04% | 364 | -33 | -8.3% | -$3.88万 | 减仓 |
| TBN | TAMBORAN RES CORP | $43.89万 | 0.04% | 13,500 | 13,500 | — | $43.89万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $45.36万 | 0.04% | 3,736 | 480 | 14.7% | $5.83万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $45.66万 | 0.04% | 4,016 | 4,016 | — | $45.66万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $45.79万 | 0.04% | 7,532 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $45.88万 | 0.04% | 3,129 | 97 | 3.2% | $1.42万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $46.04万 | 0.04% | 1,350 | -40 | -2.9% | -$1.36万 | 减仓 |
| LOW | LOWES COS INC | $47.52万 | 0.04% | 2,155 | -60 | -2.7% | -$1.32万 | 减仓 |
| MRK | MERCK & CO INC | $47.99万 | 0.04% | 3,735 | -172 | -4.4% | -$2.21万 | 减仓 |
| CSCO | CISCO SYS INC | $48.08万 | 0.04% | 4,093 | -159 | -3.7% | -$1.87万 | 减仓 |
| CMI | CUMMINS INC | $48.85万 | 0.04% | 685 | -9 | -1.3% | -$6,419 | 减仓 |
| ABBV | ABBVIE INC | $49.15万 | 0.04% | 1,953 | 136 | 7.5% | $3.42万 | 加仓 |
| HD | HOME DEPOT INC | $49.66万 | 0.04% | 1,408 | -121 | -7.9% | -$4.27万 | 减仓 |
| GE | GE AEROSPACE | $51.33万 | 0.05% | 1,374 | -95 | -6.5% | -$3.55万 | 减仓 |
| XVV | ISHARES TR | $52.62万 | 0.05% | 9,265 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $52.62万 | 0.05% | 3,884 | -7 | -0.2% | -$948 | 减仓 |
| TSLA | TESLA INC | $52.91万 | 0.05% | 1,258 | -16 | -1.3% | -$6,730 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $53.39万 | 0.05% | 10,630 | -1,018 | -8.7% | -$5.11万 | 减仓 |
| RTX | RTX CORPORATION | $54.02万 | 0.05% | 2,848 | -256 | -8.2% | -$4.86万 | 减仓 |
| IWD | ISHARES TR | $55.08万 | 0.05% | 2,272 | -68 | -2.9% | -$1.65万 | 减仓 |
| SYK | STRYKER CORPORATION | $57.40万 | 0.05% | 1,823 | -23 | -1.2% | -$7,241 | 减仓 |
| PEP | PEPSICO INC | $58.68万 | 0.05% | 4,334 | 63 | 1.5% | $8,530 | 加仓 |
| TPLC | TIMOTHY PLAN | $59.59万 | 0.05% | 11,835 | 855 | 7.8% | $4.30万 | 加仓 |