Frisch Financial Group, Inc.
MELVILLE NY · SEC CIK 0001767730
$4.78亿2026Q1 申报市值
167持仓数
48.0%前十大占比 · 第一大 7.9%
15 / 9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
DYNF 加仓+$1,812.11万
SPTI 加仓+$1,770.13万
IUSB 加仓+$1,019.23万
THRO 加仓+$913.42万
VTV 加仓+$898.77万
2026Q1 卖出最多 按季末市值估算
QQQE 减仓-$1,036.44万
JPST 减仓-$631.88万
XLV 减仓-$529.73万
VO 减仓-$518.08万
PFF 清仓-$454.57万
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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $0 | 0.00% | 0 | -146,824 | -100.0% | -$454.57万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -105,356 | -100.0% | -$246.59万 | 清仓 |
| IBDY | ISHARES TR | $0 | 0.00% | 0 | -16,290 | -100.0% | -$42.58万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -702 | -100.0% | -$24.80万 | 清仓 |
| NJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,391 | -100.0% | -$24.63万 | 清仓 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,213 | -100.0% | -$24.20万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,513 | -100.0% | -$21.95万 | 清仓 |
| WINN | HARBOR ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBDV | ISHARES TR | $0 | 0.00% | 0 | -9,309 | -100.0% | -$20.55万 | 清仓 |
| — | NUVEEN NEW YORK AMT QLT MUNI | $0 | 0.00% | 0 | -17,632 | -100.0% | -$17.79万 | 清仓 |
| — | POWERBANK CORP | $8,031 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | RETRACTABLE TECHNOLOGIES INC | $1.26万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $2.83万 | 0.01% | 19,025 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $19.85万 | 0.04% | 19,555 | -1,377 | -6.6% | -$1.40万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $20.06万 | 0.04% | 699 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $20.97万 | 0.04% | 7,304 | 67 | 0.9% | $1,924 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.13万 | 0.04% | 2,907 | -528 | -15.4% | -$3.84万 | 重新持有 |
| — | HONEYWELL INTL INC | $22.15万 | 0.05% | 980 | -92 | -8.6% | -$2.08万 | 减仓 |
| EMR | EMERSON ELEC CO | $22.25万 | 0.05% | 1,698 | -33 | -1.9% | -$4,325 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $22.56万 | 0.05% | 2,752 | -58 | -2.1% | -$4,755 | 减仓 |
| SHEL | SHELL PLC | $22.64万 | 0.05% | 2,435 | 2,435 | — | $22.64万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.00万 | 0.05% | 4,786 | -1 | -0.0% | -$48 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.32万 | 0.05% | 1,594 | 340 | 27.1% | $4.97万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $23.52万 | 0.05% | 898 | 898 | — | $23.52万 | 新建仓 |
| TLH | ISHARES TR | $23.54万 | 0.05% | 2,337 | 2,337 | — | $23.54万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $23.98万 | 0.05% | 549 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $24.67万 | 0.05% | 4,938 | -2,554 | -34.1% | -$12.76万 | 减仓 |
| MSTR | STRATEGY INC | $24.96万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $25.30万 | 0.05% | 1,024 | 1,024 | — | $25.30万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $25.41万 | 0.05% | 3,004 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $25.53万 | 0.05% | 1,949 | 265 | 15.7% | $3.47万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.73万 | 0.05% | 759 | -69 | -8.3% | -$2.34万 | 减仓 |
| ICVT | ISHARES TR | $25.99万 | 0.05% | 2,553 | 377 | 17.3% | $3.84万 | 重新持有 |
| IEMG | ISHARES INC | $26.59万 | 0.06% | 3,813 | 483 | 14.5% | $3.37万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $27.07万 | 0.06% | 2,636 | 8 | 0.3% | $821 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.12万 | 0.06% | 691 | -1,005 | -59.3% | -$39.44万 | 减仓 |
| SBUX | STARBUCKS CORP | $27.12万 | 0.06% | 3,027 | 43 | 1.4% | $3,853 | 加仓 |
| YUM | YUM BRANDS INC | $27.47万 | 0.06% | 1,767 | 7 | 0.4% | $1,088 | 加仓 |
| IEFA | ISHARES TR | $27.96万 | 0.06% | 3,088 | 3,088 | — | $27.96万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $28.02万 | 0.06% | 9,187 | 9,187 | — | $28.02万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.44万 | 0.06% | 4,690 | 444 | 10.5% | $2.69万 | 加仓 |
| IWV | ISHARES TR | $29.02万 | 0.06% | 783 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $29.21万 | 0.06% | 543 | 12 | 2.3% | $6,456 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.36万 | 0.06% | 4,582 | 287 | 6.7% | $1.84万 | 加仓 |
| OSK | OSHKOSH CORP | $29.44万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $30.11万 | 0.06% | 891 | 891 | — | $30.11万 | 新建仓 |
| IWR | ISHARES TR | $30.18万 | 0.06% | 3,104 | 659 | 27.0% | $6.41万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $30.45万 | 0.06% | 4,459 | 7 | 0.2% | $478 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $30.78万 | 0.06% | 3,714 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $31.14万 | 0.07% | 11,367 | 11,367 | — | $31.14万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $31.26万 | 0.07% | 626 | 13 | 2.1% | $6,491 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $31.63万 | 0.07% | 6,857 | 6,857 | — | $31.63万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $31.86万 | 0.07% | 1,386 | 5 | 0.4% | $1,149 | 加仓 |
| EEM | ISHARES TR | $32.02万 | 0.07% | 5,638 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $32.45万 | 0.07% | 2,861 | 95 | 3.4% | $1.08万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $33.02万 | 0.07% | 759 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $35.57万 | 0.07% | 1,434 | 162 | 12.7% | $4.02万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $35.82万 | 0.07% | 4,680 | 9 | 0.2% | $689 | 加仓 |
| INTC | INTEL CORP | $36.62万 | 0.08% | 8,298 | -250 | -2.9% | -$1.10万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $36.99万 | 0.08% | 3,760 | 1,504 | 66.7% | $14.79万 | 加仓 |
| GEV | GE VERNOVA INC | $38.43万 | 0.08% | 440 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $38.66万 | 0.08% | 554 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $38.71万 | 0.08% | 11,805 | -2,354 | -16.6% | -$7.72万 | 减仓 |
| BN | BROOKFIELD CORP | $38.89万 | 0.08% | 9,610 | -525 | -5.2% | -$2.12万 | 减仓 |
| ORCL | ORACLE CORP | $38.93万 | 0.08% | 2,646 | 30 | 1.1% | $4,413 | 加仓 |
| UNP | UNION PAC CORP | $40.10万 | 0.08% | 1,653 | 5 | 0.3% | $1,213 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $43.44万 | 0.09% | 3,986 | 58 | 1.5% | $6,322 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $43.70万 | 0.09% | 9,108 | 9,108 | — | $43.70万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $43.73万 | 0.09% | 14,255 | 2,554 | 21.8% | $7.84万 | 加仓 |
| T | AT&T INC | $44.25万 | 0.09% | 15,264 | 2,261 | 17.4% | $6.55万 | 加仓 |
| PEP | PEPSICO INC | $46.56万 | 0.10% | 2,998 | 20 | 0.7% | $3,106 | 加仓 |
| KO | COCA COLA CO | $46.87万 | 0.10% | 6,120 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $48.44万 | 0.10% | 1,377 | 6 | 0.4% | $2,111 | 加仓 |
| CSCO | CISCO SYS INC | $48.72万 | 0.10% | 6,279 | 75 | 1.2% | $5,819 | 加仓 |
| GE | GE AEROSPACE | $49.11万 | 0.10% | 1,728 | 1 | 0.1% | $284 | 加仓 |
| BOTZ | GLOBAL X FDS | $50.94万 | 0.11% | 15,335 | -476 | -3.0% | -$1.58万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $52.54万 | 0.11% | 3,150 | -182 | -5.5% | -$3.04万 | 减仓 |
| CSX | CSX CORP | $54.58万 | 0.11% | 13,295 | -765 | -5.4% | -$3.14万 | 减仓 |
| ITOT | ISHARES TR | $55.17万 | 0.12% | 3,873 | 1,393 | 56.2% | $19.84万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $55.61万 | 0.12% | 1,900 | 11 | 0.6% | $3,220 | 加仓 |
| EMB | ISHARES TR | $56.66万 | 0.12% | 6,032 | -6 | -0.1% | -$564 | 减仓 |
| XOP | SPDR SERIES TRUST | $57.34万 | 0.12% | 3,153 | -18,341 | -85.3% | -$333.52万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $57.87万 | 0.12% | 4,261 | -210 | -4.7% | -$2.85万 | 减仓 |
| AVGO | BROADCOM INC | $58.09万 | 0.12% | 1,877 | -12 | -0.6% | -$3,714 | 减仓 |
| MO | ALTRIA GROUP INC | $58.56万 | 0.12% | 8,754 | 1,384 | 18.8% | $9.26万 | 加仓 |
| NFLX | NETFLIX INC. | $58.64万 | 0.12% | 6,099 | 1,742 | 40.0% | $16.75万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $60.79万 | 0.13% | 20,870 | 8,028 | 62.5% | $23.39万 | 加仓 |
| ESGD | ISHARES TR | $61.77万 | 0.13% | 6,460 | 154 | 2.4% | $1.47万 | 加仓 |
| TSLA | TESLA INC | $62.49万 | 0.13% | 1,681 | 225 | 15.5% | $8.36万 | 加仓 |
| EFA | ISHARES TR | $62.90万 | 0.13% | 6,476 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $63.13万 | 0.13% | 3,836 | 86 | 2.3% | $1.42万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $64.25万 | 0.13% | 9,425 | 5 | 0.1% | $341 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $64.77万 | 0.14% | 3,184 | 288 | 9.9% | $5.86万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.06万 | 0.14% | 4,393 | 2 | 0.0% | $296 | 加仓 |
| PG | PROCTER & GAMBLE CO | $66.04万 | 0.14% | 4,572 | -197 | -4.1% | -$2.85万 | 减仓 |