American Financial Advisors, LLC
Marietta GA · SEC CIK 0001767898
$7.50亿2026Q1 申报市值
159持仓数
54.4%前十大占比 · 第一大 9.9%
6 / 3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
JPST 加仓+$123.01万
VCSH 加仓+$67.54万
GLD 新建仓+$30.72万
SLV 新建仓+$28.81万
CGDV 新建仓+$26.03万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$113.16万
QQQ 减仓-$100.72万
VBK 减仓-$97.69万
VIG 减仓-$94.84万
IWB 减仓-$94.52万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $91.88万 | 0.12% | 8,123 | -139 | -1.7% | -$1.57万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $96.32万 | 0.13% | 27,063 | -3,623 | -11.8% | -$12.89万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $100.71万 | 0.13% | 11,355 | 372 | 3.4% | $3.30万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $101.88万 | 0.14% | 4,689 | -338 | -6.7% | -$7.34万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $102.28万 | 0.14% | 20,718 | -430 | -2.0% | -$2.12万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $102.59万 | 0.14% | 30,334 | -5,544 | -15.5% | -$18.75万 | 减仓 |
| KO | COCA COLA CO | $107.68万 | 0.14% | 14,159 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $114.16万 | 0.15% | 2,978 | -44 | -1.5% | -$1.69万 | 减仓 |
| TSLA | TESLA INC | $114.42万 | 0.15% | 3,078 | -316 | -9.3% | -$11.75万 | 减仓 |
| GE | GE AEROSPACE | $122.89万 | 0.16% | 4,331 | 2 | 0.0% | $568 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $141.63万 | 0.19% | 137,507 | -9,112 | -6.2% | -$9.39万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $144.50万 | 0.19% | 23,566 | 1,510 | 6.8% | $9.26万 | 加仓 |
| RWR | SPDR SERIES TRUST | $144.75万 | 0.19% | 14,336 | -989 | -6.5% | -$9.99万 | 减仓 |
| IWD | ISHARES TR | $144.91万 | 0.19% | 6,782 | 6 | 0.1% | $1,282 | 加仓 |
| MSFT | MICROSOFT CORP | $154.25万 | 0.21% | 4,167 | -25 | -0.6% | -$9,254 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $156.27万 | 0.21% | 6,577 | -207 | -3.1% | -$4.92万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $156.67万 | 0.21% | 57,706 | 2,289 | 4.1% | $6.21万 | 加仓 |
| META | META PLATFORMS INC | $157.52万 | 0.21% | 2,753 | -93 | -3.3% | -$5.32万 | 减仓 |
| IWN | ISHARES TR | $158.57万 | 0.21% | 8,364 | -12 | -0.1% | -$2,275 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $164.89万 | 0.22% | 36,432 | -216 | -0.6% | -$9,776 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $170.99万 | 0.23% | 39,226 | -804 | -2.0% | -$3.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $175.97万 | 0.23% | 2,706 | -50 | -1.8% | -$3.25万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $181.26万 | 0.24% | 10,535 | 99 | 0.9% | $1.70万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $188.93万 | 0.25% | 27,670 | 273 | 1.0% | $1.86万 | 加仓 |
| WELL | WELLTOWER INC | $194.77万 | 0.26% | 9,851 | -598 | -5.7% | -$11.82万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $199.39万 | 0.27% | 41,264 | 1,168 | 2.9% | $5.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $204.23万 | 0.27% | 52,556 | 133 | 0.3% | $5,168 | 加仓 |
| HD | HOME DEPOT INC | $217.24万 | 0.29% | 6,605 | 441 | 7.2% | $14.50万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $224.28万 | 0.30% | 87,475 | 9,183 | 11.7% | $23.55万 | 加仓 |
| SCZ | ISHARES TR | $243.60万 | 0.33% | 31,068 | -2,917 | -8.6% | -$22.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $260.36万 | 0.35% | 105,196 | 186 | 0.2% | $4,604 | 加仓 |
| XAR | SPDR SERIES TRUST | $269.04万 | 0.36% | 10,593 | -303 | -2.8% | -$7.70万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $282.58万 | 0.38% | 36,919 | 1,704 | 4.8% | $13.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $300.64万 | 0.40% | 55,623 | -365 | -0.7% | -$1.97万 | 减仓 |
| EFA | ISHARES TR | $311.14万 | 0.42% | 32,034 | -448 | -1.4% | -$4.35万 | 减仓 |
| XBI | SPDR SERIES TRUST | $357.29万 | 0.48% | 27,972 | -772 | -2.7% | -$9.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $366.70万 | 0.49% | 21,026 | -157 | -0.7% | -$2.74万 | 减仓 |
| IVV | ISHARES TR | $398.38万 | 0.53% | 6,099 | -160 | -2.6% | -$10.45万 | 减仓 |
| GOOGL | ALPHABET INC | $449.59万 | 0.60% | 15,635 | -658 | -4.0% | -$18.92万 | 减仓 |
| AMZN | AMAZON COM INC | $521.02万 | 0.70% | 25,016 | -1,748 | -6.5% | -$36.41万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $541.58万 | 0.72% | 16,882 | 146 | 0.9% | $4.68万 | 加仓 |
| AAPL | APPLE INC | $749.37万 | 1.00% | 29,527 | -1,544 | -5.0% | -$39.19万 | 减仓 |
| DAL | DELTA AIR LINES INC | $879.23万 | 1.17% | 132,255 | -5,740 | -4.2% | -$38.16万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $974.68万 | 1.30% | 238,717 | -4,532 | -1.9% | -$18.50万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,080.74万 | 1.44% | 213,543 | 24,305 | 12.8% | $123.01万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,133.16万 | 1.51% | 389,669 | -2,834 | -0.7% | -$8.24万 | 减仓 |
| LLY | ELI LILLY & CO | $1,167.23万 | 1.56% | 12,690 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,203.73万 | 1.61% | 261,282 | 1,115 | 0.4% | $5.14万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,256.05万 | 1.68% | 200,392 | 357 | 0.2% | $2.24万 | 加仓 |
| IJH | ISHARES TR | $1,382.27万 | 1.84% | 204,689 | -3,135 | -1.5% | -$21.17万 | 减仓 |
| ANGL | VANECK ETF TRUST | $1,418.02万 | 1.89% | 493,740 | -3,990 | -0.8% | -$11.46万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,712.29万 | 2.28% | 343,764 | -912 | -0.3% | -$4.54万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,815.89万 | 2.42% | 691,505 | -19,465 | -2.7% | -$51.12万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,353.09万 | 3.14% | 160,500 | -3,784 | -2.3% | -$55.48万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $2,361.73万 | 3.15% | 249,707 | -5,931 | -2.3% | -$56.10万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,382.67万 | 3.18% | 82,968 | -462 | -0.6% | -$13.27万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $3,348.00万 | 4.47% | 360,931 | -7,581 | -2.1% | -$70.32万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,418.19万 | 4.56% | 431,209 | 8,520 | 2.0% | $67.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,439.10万 | 4.59% | 415,601 | -78 | -0.0% | -$6,454 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3,557.85万 | 4.75% | 117,712 | -3,232 | -2.7% | -$97.69万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,722.19万 | 4.97% | 173,077 | -4,410 | -2.5% | -$94.84万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,786.88万 | 5.05% | 79,025 | -1,136 | -1.4% | -$54.44万 | 减仓 |
| IWB | ISHARES TR | $3,862.53万 | 5.15% | 108,328 | -2,651 | -2.4% | -$94.52万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $4,009.24万 | 5.35% | 453,226 | -3,012 | -0.7% | -$26.64万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,218.97万 | 5.63% | 1,375,154 | -36,884 | -2.6% | -$113.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $7,382.78万 | 9.85% | 127,911 | -1,745 | -1.3% | -$100.72万 | 减仓 |