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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $59.96万 | 0.10% | 3,287 | 137 | 4.3% | $2.50万 | 加仓 |
| EMB | ISHARES TR | $58.17万 | 0.10% | 6,032 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $56.97万 | 0.10% | 4,279 | 18 | 0.4% | $2,396 | 加仓 |
| ESGD | ISHARES TR | $55.74万 | 0.10% | 5,422 | -1,038 | -16.1% | -$10.67万 | 减仓 |
| IEFA | ISHARES TR | $54.64万 | 0.09% | 5,658 | 2,570 | 83.2% | $24.82万 | 加仓 |
| EFA | ISHARES TR | $53.66万 | 0.09% | 5,166 | -1,310 | -20.2% | -$13.61万 | 减仓 |
| C | CITIGROUP INC | $52.25万 | 0.09% | 3,734 | 873 | 30.5% | $12.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $51.63万 | 0.09% | 3,115 | -1,148 | -26.9% | -$19.03万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $50.98万 | 0.09% | 528 | -163 | -23.6% | -$15.74万 | 减仓 |
| IEMG | ISHARES INC | $50.19万 | 0.09% | 6,059 | 2,246 | 58.9% | $18.61万 | 加仓 |
| AMGN | AMGEN INC | $50.07万 | 0.09% | 1,383 | 6 | 0.4% | $2,172 | 加仓 |
| KO | COCA COLA CO | $49.01万 | 0.08% | 5,991 | -129 | -2.1% | -$1.06万 | 减仓 |
| GEV | GE VERNOVA INC | $48.31万 | 0.08% | 411 | -29 | -6.6% | -$3.41万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $47.10万 | 0.08% | 9,458 | 350 | 3.8% | $1.74万 | 加仓 |
| XOP | SPDR SERIES TRUST | $46.05万 | 0.08% | 2,985 | -168 | -5.3% | -$2.59万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $44.50万 | 0.08% | 8,859 | 3,921 | 79.4% | $19.70万 | 加仓 |
| BOTZ | GLOBAL X FDS | $44.34万 | 0.08% | 11,681 | -3,654 | -23.8% | -$13.87万 | 减仓 |
| NFLX | NETFLIX INC. | $43.26万 | 0.07% | 6,059 | -40 | -0.7% | -$2,856 | 减仓 |
| SBUX | STARBUCKS CORP | $42.84万 | 0.07% | 4,192 | 1,165 | 38.5% | $11.91万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $41.86万 | 0.07% | 3,894 | 134 | 3.6% | $1.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $41.22万 | 0.07% | 3,515 | -471 | -11.8% | -$5.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $40.61万 | 0.07% | 12,806 | -1,449 | -10.2% | -$4.59万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $40.56万 | 0.07% | 819 | 290 | 54.8% | $14.36万 | 重新持有 |
| GOVT | ISHARES TR | $40.51万 | 0.07% | 17,785 | 17,785 | — | $40.51万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $40.26万 | 0.07% | 4,582 | -98 | -2.1% | -$8,612 | 减仓 |
| WM | WASTE MGMT INC DEL | $40.09万 | 0.07% | 1,799 | 413 | 29.8% | $9.20万 | 加仓 |
| CSX | CSX CORP | $39.38万 | 0.07% | 8,286 | -5,009 | -37.7% | -$23.81万 | 减仓 |
| BN | BROOKFIELD CORP | $38.80万 | 0.07% | 9,110 | -500 | -5.2% | -$2.13万 | 减仓 |
| ORCL | ORACLE CORP | $38.49万 | 0.07% | 2,626 | -20 | -0.8% | -$2,931 | 减仓 |
| PEP | PEPSICO INC | $37.04万 | 0.06% | 2,736 | -262 | -8.7% | -$3.55万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $36.88万 | 0.06% | 718 | 92 | 14.7% | $4.73万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $36.18万 | 0.06% | 4,463 | 4 | 0.1% | $324 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $35.83万 | 0.06% | 2,028 | 2,028 | — | $35.83万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $34.49万 | 0.06% | 11,367 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $33.39万 | 0.06% | 783 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $33.00万 | 0.06% | 3,714 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $32.90万 | 0.06% | 2,906 | 2,906 | — | $32.90万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $32.70万 | 0.06% | 9,451 | -2,354 | -19.9% | -$8.14万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.65万 | 0.06% | 4,582 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $32.59万 | 0.06% | 2,575 | 626 | 32.1% | $7.92万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $32.19万 | 0.06% | 944 | -423 | -30.9% | -$14.43万 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $31.93万 | 0.05% | 9,174 | -13 | -0.1% | -$453 | 减仓 |
| ICVT | ISHARES TR | $31.43万 | 0.05% | 2,582 | 29 | 1.1% | $3,530 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.40万 | 0.05% | 656 | -103 | -13.6% | -$4.93万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $31.31万 | 0.05% | 752 | -7 | -0.9% | -$2,915 | 减仓 |
| OSK | OSHKOSH CORP | $30.70万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $30.02万 | 0.05% | 1,700 | 1,700 | — | $30.02万 | 新建仓 |
| QCOM | QUALCOMM INC | $29.96万 | 0.05% | 1,621 | 378 | 30.4% | $6.99万 | 重新持有 |
| TLH | ISHARES TR | $29.79万 | 0.05% | 2,969 | 632 | 27.0% | $6.34万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $29.34万 | 0.05% | 680 | 680 | — | $29.34万 | 新建仓 |
| FFIV | F5 INC | $28.70万 | 0.05% | 690 | 690 | — | $28.70万 | 新建仓 |
| EEM | ISHARES TR | $28.45万 | 0.05% | 4,159 | -1,479 | -26.2% | -$10.12万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $28.37万 | 0.05% | 3,294 | 0 | 0.0% | — | 不变 |
| BFLX | BLACKROCK ETF TRUST | $28.05万 | 0.05% | 10,950 | 10,950 | — | $28.05万 | 新建仓 |
| IWR | ISHARES TR | $28.00万 | 0.05% | 2,538 | -566 | -18.2% | -$6.24万 | 减仓 |
| KLAC | KLA CORP | $28.00万 | 0.05% | 928 | 928 | — | $28.00万 | 新建仓 |
| YUM | YUM BRANDS INC | $27.24万 | 0.05% | 1,704 | -63 | -3.6% | -$1.01万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.15万 | 0.05% | 4,711 | 21 | 0.4% | $1,210 | 加仓 |
| VLO | VALERO ENERGY CORP | $26.76万 | 0.05% | 1,027 | 3 | 0.3% | $782 | 加仓 |
| IWM | ISHARES TR | $26.73万 | 0.05% | 890 | -544 | -37.9% | -$16.34万 | 减仓 |
| UNP | UNION PAC CORP | $26.07万 | 0.04% | 958 | -695 | -42.0% | -$18.91万 | 减仓 |
| T | AT&T INC | $25.45万 | 0.04% | 12,294 | -2,970 | -19.5% | -$6.15万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.20万 | 0.04% | 2,749 | 2,749 | — | $25.20万 | 新建仓 |
| SOXX | ISHARES TR | $24.98万 | 0.04% | 390 | 390 | — | $24.98万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $24.72万 | 0.04% | 4,995 | -1,862 | -27.2% | -$9.22万 | 减仓 |
| TXT | TEXTRON INC | $24.39万 | 0.04% | 2,658 | 294 | 12.4% | $2.70万 | 重新持有 |
| EMR | EMERSON ELEC CO | $24.33万 | 0.04% | 1,699 | 1 | 0.1% | $143 | 加仓 |
| ABT | ABBOTT LABORATORIES | $24.00万 | 0.04% | 2,645 | 9 | 0.3% | $817 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.18万 | 0.04% | 4,786 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $22.37万 | 0.04% | 6,890 | 0 | 0.0% | — | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $22.29万 | 0.04% | 807 | 807 | — | $22.29万 | 新建仓 |
| AGNC | AGNC INVT CORP | $21.55万 | 0.04% | 19,555 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $21.50万 | 0.04% | 297 | 297 | — | $21.50万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $21.45万 | 0.04% | 798 | 798 | — | $21.45万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $21.16万 | 0.04% | 2,547 | -205 | -7.4% | -$1.70万 | 减仓 |
| EXC | EXELON CORP | $21.12万 | 0.04% | 4,531 | 4,531 | — | $21.12万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.91万 | 0.04% | 2,576 | 2,576 | — | $20.91万 | 新建仓 |
| CRM | SALESFORCE INC | $20.81万 | 0.04% | 1,325 | 300 | 29.3% | $4.71万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $20.75万 | 0.04% | 684 | -214 | -23.8% | -$6.49万 | 减仓 |
| CTVA | CORTEVA INC | $20.74万 | 0.04% | 2,449 | 2,449 | — | $20.74万 | 新建仓 |
| GIS | GENERAL MILLS INC | $20.68万 | 0.04% | 5,941 | 5,941 | — | $20.68万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $20.57万 | 0.04% | 964 | 964 | — | $20.57万 | 新建仓 |
| TXG | 10X GENOMICS INC | $20.19万 | 0.03% | 5,266 | 5,266 | — | $20.19万 | 新建仓 |
| — | LEGGETT & PLATT INC | $15.17万 | 0.03% | 12,903 | 12,903 | — | $15.17万 | 新建仓 |
| GERN | GERON CORP | $2.44万 | 0.00% | 19,025 | 0 | 0.0% | — | 不变 |
| — | RETRACTABLE TECHNOLOGIES INC | $1.37万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| — | POWERBANK CORP | $1.03万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -543 | -100.0% | -$29.21万 | 清仓 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | -3,004 | -100.0% | -$25.41万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$24.96万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,594 | -100.0% | -$23.32万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,435 | -100.0% | -$22.64万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -980 | -100.0% | -$22.15万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -2,907 | -100.0% | -$21.13万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,304 | -100.0% | -$20.97万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -699 | -100.0% | -$20.06万 | 清仓 |