Frisch Financial Group, Inc.
MELVILLE NY · SEC CIK 0001767730
$5.83亿2026Q2 申报市值
187持仓数
45.1%前十大占比 · 第一大 8.3%
23 / 9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
CORO 加仓+$1,173.23万
DYNF 加仓+$862.27万
VSDM 新建仓+$750.97万
IVW 加仓+$686.36万
VTV 加仓+$630.21万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$983.23万
QUAL 减仓-$349.02万
BINC 减仓-$165.65万
VT 减仓-$117.02万
XLF 减仓-$112.76万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $67.88万 | 0.12% | 4,295 | -98 | -2.2% | -$1.55万 | 减仓 |
| VGT | VANGUARD WORLD FD | $68.60万 | 0.12% | 5,740 | 1,308 | 29.5% | $15.63万 | 加仓 |
| AVGO | BROADCOM INC | $69.53万 | 0.12% | 1,841 | -36 | -1.9% | -$1.36万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $69.92万 | 0.12% | 7,357 | -2,068 | -21.9% | -$19.65万 | 减仓 |
| CSCO | CISCO SYS INC | $70.42万 | 0.12% | 5,995 | -284 | -4.5% | -$3.34万 | 减仓 |
| TSLA | TESLA INC | $70.70万 | 0.12% | 1,681 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $72.22万 | 0.12% | 19,662 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $74.34万 | 0.13% | 30,873 | 96 | 0.3% | $2,312 | 加仓 |
| PG | PROCTER & GAMBLE CO | $74.96万 | 0.13% | 5,112 | 540 | 11.8% | $7.92万 | 加仓 |
| RTX | RTX CORPORATION | $77.72万 | 0.13% | 4,097 | -323 | -7.3% | -$6.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $78.11万 | 0.13% | 3,301 | 12 | 0.4% | $2,840 | 加仓 |
| WMT | WALMART INC | $78.32万 | 0.13% | 6,915 | 29 | 0.4% | $3,285 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $80.03万 | 0.14% | 18,585 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $83.30万 | 0.14% | 16,086 | -579 | -3.5% | -$3.00万 | 减仓 |
| DSI | ISHARES TR | $84.25万 | 0.14% | 5,917 | 12 | 0.2% | $1,709 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $86.22万 | 0.15% | 2,229 | 329 | 17.3% | $12.73万 | 加仓 |
| MS | MORGAN STANLEY | $89.13万 | 0.15% | 4,264 | 428 | 11.2% | $8.95万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $90.30万 | 0.15% | 3,211 | -8 | -0.2% | -$2,250 | 减仓 |
| BAC | BANK OF AMER CORP | $92.11万 | 0.16% | 16,166 | 597 | 3.8% | $3.40万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $92.67万 | 0.16% | 29,607 | -2,213 | -7.0% | -$6.93万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $94.10万 | 0.16% | 6,507 | 74 | 1.2% | $1.07万 | 加仓 |
| MCD | MCDONALDS CORP | $99.67万 | 0.17% | 3,687 | -60 | -1.6% | -$1.62万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $103.77万 | 0.18% | 1,109 | 60 | 5.7% | $5.61万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $108.08万 | 0.19% | 43,828 | 7,030 | 19.1% | $17.34万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $111.72万 | 0.19% | 18,378 | -1,766 | -8.8% | -$10.74万 | 减仓 |
| INTC | INTEL CORP | $111.88万 | 0.19% | 8,012 | -286 | -3.4% | -$3.99万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $117.05万 | 0.20% | 31,842 | 0 | 0.0% | — | 不变 |
| BDVL | BLACKROCK ETF TRUST | $118.84万 | 0.20% | 45,741 | 15,771 | 52.6% | $40.97万 | 加仓 |
| MRK | MERCK & CO INC | $119.53万 | 0.21% | 9,241 | 2 | 0.0% | $259 | 加仓 |
| GFF | GRIFFON CORP | $126.79万 | 0.22% | 13,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $132.89万 | 0.23% | 14,403 | -64 | -0.4% | -$5,905 | 减仓 |
| IVV | ISHARES TR | $135.19万 | 0.23% | 1,805 | -654 | -26.6% | -$48.98万 | 减仓 |
| — | EXXON MOBIL CORP | $138.65万 | 0.24% | 10,141 | -1,521 | -13.0% | -$20.80万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $144.37万 | 0.25% | 7,578 | -1,109 | -12.8% | -$21.13万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $144.98万 | 0.25% | 13,105 | 929 | 7.6% | $10.28万 | 加仓 |
| CAT | CATERPILLAR INC | $145.14万 | 0.25% | 1,363 | -228 | -14.3% | -$24.28万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $145.67万 | 0.25% | 2,066 | -1 | -0.0% | -$705 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $147.51万 | 0.25% | 1,278 | 387 | 43.4% | $44.67万 | 加仓 |
| FLOT | ISHARES TR | $148.28万 | 0.25% | 29,046 | 6,181 | 27.0% | $31.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $150.95万 | 0.26% | 4,079 | -299 | -6.8% | -$11.06万 | 减仓 |
| V | VISA INC | $151.41万 | 0.26% | 4,413 | 22 | 0.5% | $7,548 | 加仓 |
| VOT | VANGUARD INDEX FDS | $155.13万 | 0.27% | 5,065 | -418 | -7.6% | -$12.80万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $156.20万 | 0.27% | 46,159 | 25,289 | 121.2% | $85.58万 | 加仓 |
| DIS | DISNEY WALT CO | $156.75万 | 0.27% | 16,160 | -132 | -0.8% | -$1.28万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $163.62万 | 0.28% | 38,644 | -370 | -0.9% | -$1.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $171.60万 | 0.29% | 2,954 | -230 | -7.2% | -$13.36万 | 减仓 |
| LLY | ELI LILLY & CO | $180.90万 | 0.31% | 1,508 | -234 | -13.4% | -$28.07万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $184.60万 | 0.32% | 4,442 | 2 | 0.0% | $831 | 加仓 |
| ABBV | ABBVIE INC | $190.30万 | 0.33% | 7,562 | 16 | 0.2% | $4,026 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $190.43万 | 0.33% | 68,649 | 33,531 | 95.5% | $93.01万 | 加仓 |
| SYSB | ISHARES TR | $200.33万 | 0.34% | 22,581 | 12,025 | 113.9% | $106.68万 | 加仓 |
| MBB | ISHARES TR | $206.11万 | 0.35% | 21,806 | -1,354 | -5.8% | -$12.80万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $211.10万 | 0.36% | 2,820 | -166 | -5.6% | -$12.43万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $212.13万 | 0.36% | 46,065 | -19,292 | -29.5% | -$88.84万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $226.65万 | 0.39% | 42,676 | -2,493 | -5.5% | -$13.24万 | 减仓 |
| HD | HOME DEPOT INC | $236.54万 | 0.41% | 6,707 | 7 | 0.1% | $2,469 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $253.69万 | 0.44% | 2,508 | 37 | 1.5% | $3.74万 | 加仓 |
| LQD | ISHARES TR | $263.28万 | 0.45% | 24,139 | 1,331 | 5.8% | $14.52万 | 加仓 |
| HDV | ISHARES TR | $278.46万 | 0.48% | 101,589 | -5,981 | -5.6% | -$16.39万 | 减仓 |
| META | META PLATFORMS INC | $304.50万 | 0.52% | 5,406 | -914 | -14.5% | -$51.48万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $313.14万 | 0.54% | 129,128 | 132 | 0.1% | $3,201 | 加仓 |
| GOOG | ALPHABET INC | $353.98万 | 0.61% | 10,018 | -2,679 | -21.1% | -$94.66万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $392.03万 | 0.67% | 77,831 | 77,831 | — | $392.03万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $419.23万 | 0.72% | 149,458 | 149,458 | — | $419.23万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $501.70万 | 0.86% | 6,813 | -175 | -2.5% | -$12.89万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $509.57万 | 0.87% | 32,117 | -1,796 | -5.3% | -$28.50万 | 减仓 |
| AMZN | AMAZON COM INC | $544.48万 | 0.93% | 22,845 | -1,402 | -5.8% | -$33.41万 | 减仓 |
| VO | VANGUARD INDEX FDS | $563.98万 | 0.97% | 69,998 | -3,726 | -5.1% | -$30.02万 | 减仓 |
| SHLD | GLOBAL X FDS | $573.42万 | 0.98% | 95,909 | 82,413 | 610.6% | $492.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $625.62万 | 1.07% | 9,109 | -239 | -2.6% | -$16.41万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $748.30万 | 1.28% | 46,886 | -2,187 | -4.5% | -$34.90万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $750.97万 | 1.29% | 98,000 | 98,000 | — | $750.97万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $753.33万 | 1.29% | 37,650 | -839 | -2.2% | -$16.79万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $860.70万 | 1.48% | 70,543 | -3,886 | -5.2% | -$47.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $871.83万 | 1.50% | 23,372 | -2,355 | -9.2% | -$87.85万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $923.21万 | 1.58% | 102,751 | 7,896 | 8.3% | $70.95万 | 加仓 |
| QUAL | ISHARES TR | $954.27万 | 1.64% | 43,489 | -15,906 | -26.8% | -$349.02万 | 减仓 |
| IVW | ISHARES TR | $969.18万 | 1.66% | 70,470 | 49,906 | 242.7% | $686.36万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $990.34万 | 1.70% | 187,848 | 105,694 | 128.7% | $557.22万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,004.31万 | 1.72% | 198,598 | -8,229 | -4.0% | -$41.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,075.02万 | 1.84% | 42,329 | -176 | -0.4% | -$4.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,152.34万 | 1.98% | 23,029 | 66 | 0.3% | $3.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,159.16万 | 1.99% | 35,413 | -1,162 | -3.2% | -$38.04万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,172.96万 | 2.01% | 228,347 | 8,207 | 3.7% | $42.16万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,221.29万 | 2.10% | 77,814 | -7,456 | -8.7% | -$117.02万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,241.67万 | 2.13% | 288,023 | -2,192 | -0.8% | -$9.45万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,256.30万 | 2.16% | 343,250 | 320,556 | 1,412.5% | $1,173.23万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,362.87万 | 2.34% | 254,219 | -21,034 | -7.6% | -$112.76万 | 减仓 |
| AAPL | APPLE INC | $1,928.71万 | 3.31% | 66,654 | -1,062 | -1.6% | -$30.73万 | 减仓 |
| GOOGL | ALPHABET INC | $1,966.39万 | 3.37% | 55,024 | -27,513 | -33.3% | -$983.23万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $2,334.23万 | 4.00% | 445,974 | -31,649 | -6.6% | -$165.65万 | 减仓 |
| IUSB | ISHARES TR | $2,527.44万 | 4.34% | 547,658 | 90,236 | 19.7% | $416.44万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $3,115.34万 | 5.34% | 1,097,338 | 217,996 | 24.8% | $618.89万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,347.70万 | 5.74% | 157,339 | -2,157 | -1.4% | -$45.89万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,645.31万 | 6.25% | 535,996 | 126,785 | 31.0% | $862.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,830.45万 | 8.29% | 221,651 | 28,918 | 15.0% | $630.21万 | 加仓 |