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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $39.63万 | 0.05% | 4,106 | 20 | 0.5% | $1,930 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $38.90万 | 0.05% | 8,096 | -217 | -2.6% | -$1.04万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $38.45万 | 0.05% | 5,346 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $37.72万 | 0.05% | 3,952 | 20 | 0.5% | $1,909 | 加仓 |
| BA | BOEING CO | $37.49万 | 0.05% | 1,884 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.45万 | 0.05% | 2,560 | 100 | 4.1% | $1.46万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.88万 | 0.05% | 3,623 | 2 | 0.1% | $198 | 加仓 |
| ORCL | ORACLE CORP | $35.49万 | 0.05% | 2,412 | -46 | -1.9% | -$6,768 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $35.35万 | 0.05% | 7,491 | -184 | -2.4% | -$8,684 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $35.18万 | 0.05% | 11,364 | 291 | 2.6% | $9,010 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $34.18万 | 0.05% | 13,616 | 15 | 0.1% | $376 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.81万 | 0.05% | 866 | -109 | -11.2% | -$4.26万 | 减仓 |
| IXUS | ISHARES TR | $33.45万 | 0.04% | 3,861 | 414 | 12.0% | $3.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.30万 | 0.04% | 6,633 | -309 | -4.5% | -$1.55万 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $32.91万 | 0.04% | 8,452 | -1 | -0.0% | -$39 | 减仓 |
| ABBV | ABBVIE INC | $32.31万 | 0.04% | 1,485 | -163 | -9.9% | -$3.55万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $32.30万 | 0.04% | 8,728 | -500 | -5.4% | -$1.85万 | 减仓 |
| CCL | CARNIVAL CORP | $32.09万 | 0.04% | 12,399 | -12 | -0.1% | -$311 | 减仓 |
| FAST | FASTENAL CO | $31.80万 | 0.04% | 6,853 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $31.68万 | 0.04% | 6,903 | -158 | -2.2% | -$7,250 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $31.25万 | 0.04% | 925 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $30.88万 | 0.04% | 2,814 | 1 | 0.0% | $110 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.87万 | 0.04% | 2,084 | -2,275 | -52.2% | -$33.70万 | 减仓 |
| GLD | SPDR GOLD TR | $30.72万 | 0.04% | 714 | 714 | — | $30.72万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $30.29万 | 0.04% | 7,682 | 9 | 0.1% | $355 | 加仓 |
| VOO | VANGUARD INDEX FDS | $30.11万 | 0.04% | 504 | 20 | 4.1% | $1.19万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $29.97万 | 0.04% | 6,007 | 10 | 0.2% | $499 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.74万 | 0.04% | 4,182 | 7 | 0.2% | $498 | 加仓 |
| HYG | ISHARES TR | $29.44万 | 0.04% | 3,701 | -407 | -9.9% | -$3.24万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $29.09万 | 0.04% | 6,585 | -226 | -3.3% | -$9,985 | 减仓 |
| AMAT | APPLIED MATLS INC | $28.92万 | 0.04% | 846 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $28.82万 | 0.04% | 819 | 4 | 0.5% | $1,408 | 加仓 |
| SLV | ISHARES SILVER TR | $28.81万 | 0.04% | 4,228 | 4,228 | — | $28.81万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.31万 | 0.04% | 335 | 1 | 0.3% | $845 | 加仓 |
| VGT | VANGUARD WORLD FD | $27.08万 | 0.04% | 388 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.79万 | 0.04% | 1,389 | 3 | 0.2% | $579 | 加仓 |
| PEP | PEPSICO INC | $26.19万 | 0.03% | 1,687 | 27 | 1.6% | $4,192 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.03万 | 0.03% | 6,118 | 6,118 | — | $26.03万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $25.87万 | 0.03% | 592 | 22 | 3.9% | $9,614 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.50万 | 0.03% | 1,233 | 1,233 | — | $25.50万 | 新建仓 |
| DVY | ISHARES TR | $25.11万 | 0.03% | 1,658 | -185 | -10.0% | -$2.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.74万 | 0.03% | 1,216 | -2 | -0.2% | -$407 | 减仓 |
| OEF | ISHARES TR | $24.03万 | 0.03% | 756 | 3 | 0.4% | $954 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $23.77万 | 0.03% | 3,352 | 1 | 0.0% | $71 | 加仓 |
| MRK | MERCK & CO INC | $23.69万 | 0.03% | 1,970 | 12 | 0.6% | $1,443 | 加仓 |
| MOAT | VANECK ETF TRUST | $23.50万 | 0.03% | 2,431 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $23.50万 | 0.03% | 1,891 | 3 | 0.2% | $373 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $23.42万 | 0.03% | 1,867 | 2 | 0.1% | $251 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.28万 | 0.03% | 1,542 | -188 | -10.9% | -$2.72万 | 减仓 |
| AGG | ISHARES TR | $22.01万 | 0.03% | 2,217 | -64 | -2.8% | -$6,354 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $21.80万 | 0.03% | 2,961 | 2,961 | — | $21.80万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.35万 | 0.03% | 706 | 1 | 0.1% | $302 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $21.30万 | 0.03% | 4,675 | -150 | -3.1% | -$6,833 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.02万 | 0.03% | 3,431 | 3,431 | — | $21.02万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.73万 | 0.03% | 766 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $20.20万 | 0.03% | 545 | 1 | 0.2% | $371 | 加仓 |
| — | TIDAL TRUST I | $20.16万 | 0.03% | 4,816 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.05万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $2.92万 | 0.00% | 11,425 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -376 | -100.0% | -$21.45万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,279 | -100.0% | -$20.59万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,957 | -100.0% | -$20.15万 | 清仓 |