Snider Financial Group
BELLEVUE WA · SEC CIK 0001820681
$3.31亿2026Q1 申报市值
102持仓数
48.4%前十大占比 · 第一大 12.9%
9 / 15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
IEFA 加仓+$328.92万
XLE 新建仓+$227.96万
NET 新建仓+$226.83万
CTAS 新建仓+$225.02万
IVV 加仓+$189.56万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$713.55万
ADSK 清仓-$383.16万
IQLT 清仓-$314.83万
AGG 减仓-$313.15万
AAPL 减仓-$288.43万
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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -12,944 | -100.0% | -$383.16万 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -69,269 | -100.0% | -$314.83万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -3,101 | -100.0% | -$190.51万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -19,764 | -100.0% | -$46.21万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -10,532 | -100.0% | -$43.69万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -910 | -100.0% | -$36.06万 | 清仓 |
| FREL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -12,449 | -100.0% | -$33.48万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -7,932 | -100.0% | -$32.62万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,061 | -100.0% | -$29.62万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -2,689 | -100.0% | -$26.29万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -5,414 | -100.0% | -$25.19万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,665 | -100.0% | -$22.86万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,585 | -100.0% | -$21.02万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -800 | -100.0% | -$20.58万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -3,056 | -100.0% | -$20.54万 | 清仓 |
| CVX | CHEVRON CORPORATION | $20.48万 | 0.06% | 990 | 990 | — | $20.48万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.37万 | 0.06% | 1,948 | 305 | 18.6% | $3.35万 | 加仓 |
| ESGD | ISHARES TR | $21.57万 | 0.07% | 2,256 | 2,256 | — | $21.57万 | 新建仓 |
| NEM | NEWMONT CORP | $21.88万 | 0.07% | 2,021 | 5 | 0.2% | $541 | 加仓 |
| IWS | ISHARES TR | $22.10万 | 0.07% | 1,516 | -406 | -21.1% | -$5.92万 | 减仓 |
| UI | UBIQUITI INC | $22.52万 | 0.07% | 285 | 285 | — | $22.52万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $22.53万 | 0.07% | 1,971 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $24.54万 | 0.07% | 4,192 | -2,552 | -37.8% | -$14.94万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $24.87万 | 0.08% | 9,011 | -1,861 | -17.1% | -$5.14万 | 减仓 |
| NULG | NUSHARES ETF TR | $25.24万 | 0.08% | 2,776 | 2,776 | — | $25.24万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $25.61万 | 0.08% | 5,615 | 81 | 1.5% | $3,695 | 加仓 |
| DSI | ISHARES TR | $26.12万 | 0.08% | 2,155 | 346 | 19.1% | $4.19万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $26.29万 | 0.08% | 4,471 | -1,774 | -28.4% | -$10.43万 | 减仓 |
| IWP | ISHARES TR | $26.33万 | 0.08% | 2,055 | -905 | -30.6% | -$11.60万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $26.87万 | 0.08% | 1,833 | -110 | -5.7% | -$1.61万 | 减仓 |
| SAN | BANCO SANTANDER SA | $27.07万 | 0.08% | 23,996 | -500 | -2.0% | -$5,640 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $27.75万 | 0.08% | 8,422 | -1,350 | -13.8% | -$4.45万 | 减仓 |
| EAGG | ISHARES TR | $29.20万 | 0.09% | 6,140 | 6,140 | — | $29.20万 | 新建仓 |
| NULV | NUSHARES ETF TR | $29.36万 | 0.09% | 6,452 | 1,570 | 32.2% | $7.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $29.53万 | 0.09% | 676 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.56万 | 0.09% | 4,613 | -2,750 | -37.3% | -$17.62万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $29.96万 | 0.09% | 1,626 | -109 | -6.3% | -$2.01万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $30.52万 | 0.09% | 3,227 | 86 | 2.7% | $8,134 | 加仓 |
| NEE | NEXTERA ENERGY INC | $32.51万 | 0.10% | 3,500 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $33.62万 | 0.10% | 3,433 | 84 | 2.5% | $8,225 | 加仓 |
| PEP | PEPSICO INC | $33.67万 | 0.10% | 2,168 | 65 | 3.1% | $1.01万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $34.56万 | 0.10% | 8,470 | -700 | -7.6% | -$2.86万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $37.20万 | 0.11% | 5,760 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $38.17万 | 0.12% | 3,693 | -1,547 | -29.5% | -$15.99万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $43.98万 | 0.13% | 3,811 | -4,453 | -53.9% | -$51.38万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $44.43万 | 0.13% | 7,853 | -126,117 | -94.1% | -$713.55万 | 减仓 |
| ORCL | ORACLE CORP | $45.06万 | 0.14% | 3,063 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $47.67万 | 0.14% | 1,449 | -167 | -10.3% | -$5.49万 | 减仓 |
| MMM | 3M CO | $49.64万 | 0.15% | 3,418 | -166 | -4.6% | -$2.41万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $53.73万 | 0.16% | 11,731 | -5,748 | -32.9% | -$26.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.83万 | 0.17% | 858 | -3,401 | -79.9% | -$221.28万 | 减仓 |
| GEV | GE VERNOVA INC | $57.09万 | 0.17% | 654 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $58.36万 | 0.18% | 6,515 | -3,342 | -33.9% | -$29.94万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $59.90万 | 0.18% | 23,382 | 290 | 1.3% | $7,430 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $62.11万 | 0.19% | 4,194 | -3,922 | -48.3% | -$58.08万 | 减仓 |
| IWD | ISHARES TR | $62.73万 | 0.19% | 2,936 | -1,235 | -29.6% | -$26.39万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $64.44万 | 0.19% | 944 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $64.47万 | 0.19% | 5,614 | -280 | -4.8% | -$3.22万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $66.11万 | 0.20% | 2,240 | -96 | -4.1% | -$2.83万 | 减仓 |
| KO | COCA COLA CO | $66.16万 | 0.20% | 8,699 | -56 | -0.6% | -$4,259 | 减仓 |
| CTVA | CORTEVA INC | $70.65万 | 0.21% | 8,440 | -8,963 | -51.5% | -$75.03万 | 减仓 |
| IBDU | ISHARES TR | $76.80万 | 0.23% | 33,020 | -8,087 | -19.7% | -$18.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $77.05万 | 0.23% | 3,927 | -728 | -15.6% | -$14.28万 | 减仓 |
| GOOGL | ALPHABET INC | $77.49万 | 0.23% | 2,695 | -3,084 | -53.4% | -$88.68万 | 减仓 |
| IXUS | ISHARES TR | $80.53万 | 0.24% | 9,295 | 216 | 2.4% | $1.87万 | 加仓 |
| GE | GE AEROSPACE | $82.21万 | 0.25% | 2,897 | -204 | -6.6% | -$5.79万 | 减仓 |
| BAC | BANK AMERICA CORP | $85.73万 | 0.26% | 17,585 | -2,647 | -13.1% | -$12.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $88.14万 | 0.27% | 1,475 | -258 | -14.9% | -$15.42万 | 减仓 |
| IWF | ISHARES TR | $91.72万 | 0.28% | 2,151 | -1,311 | -37.9% | -$55.90万 | 减仓 |
| USMV | ISHARES TR | $108.78万 | 0.33% | 11,730 | 532 | 4.8% | $4.93万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $114.78万 | 0.35% | 21,042 | 13 | 0.1% | $709 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $130.64万 | 0.39% | 17,396 | -5,371 | -23.6% | -$40.34万 | 减仓 |
| ASML | ASML HLDG NV | $133.14万 | 0.40% | 1,008 | 1,008 | — | $133.14万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.43% | 2 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $145.39万 | 0.44% | 3,034 | -957 | -24.0% | -$45.86万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $214.90万 | 0.65% | 17,503 | 445 | 2.6% | $5.46万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $222.85万 | 0.67% | 44,668 | 4,763 | 11.9% | $23.76万 | 加仓 |
| CTAS | CINTAS CORP | $225.02万 | 0.68% | 13,304 | 13,304 | — | $225.02万 | 新建仓 |
| NET | CLOUDFLARE INC | $226.83万 | 0.68% | 10,993 | 10,993 | — | $226.83万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $227.96万 | 0.69% | 37,213 | 37,213 | — | $227.96万 | 新建仓 |
| IBB | ISHARES TR | $253.28万 | 0.76% | 15,000 | -10,000 | -40.0% | -$168.85万 | 减仓 |
| NLR | VANECK ETF TRUST | $256.00万 | 0.77% | 19,220 | -2,719 | -12.4% | -$36.21万 | 减仓 |
| ITOT | ISHARES TR | $272.05万 | 0.82% | 19,101 | 520 | 2.8% | $7.41万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $272.19万 | 0.82% | 75,692 | 5,243 | 7.4% | $18.85万 | 加仓 |
| STIP | ISHARES TR | $278.35万 | 0.84% | 26,912 | 1,557 | 6.1% | $16.10万 | 加仓 |
| SPGI | S&P GLOBAL INC | $321.72万 | 0.97% | 7,564 | 264 | 3.6% | $11.23万 | 加仓 |
| SMH | VANECK ETF TRUST | $331.24万 | 1.00% | 8,640 | -373 | -4.1% | -$14.30万 | 减仓 |
| V | VISA INC | $331.38万 | 1.00% | 10,964 | 1 | 0.0% | $302 | 加仓 |
| AVGO | BROADCOM INC | $346.49万 | 1.05% | 11,195 | 166 | 1.5% | $5.14万 | 加仓 |
| VEEV | VEEVA SYS INC | $357.52万 | 1.08% | 20,353 | 353 | 1.8% | $6.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $403.65万 | 1.22% | 25,178 | 1,801 | 7.7% | $28.87万 | 加仓 |
| HEI | HEICO CORP NEW | $412.73万 | 1.25% | 15,052 | 336 | 2.3% | $9.21万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $420.26万 | 1.27% | 3,626 | 157 | 4.5% | $18.20万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $427.15万 | 1.29% | 10,941 | 1,003 | 10.1% | $39.16万 | 加仓 |
| WMT | WALMART INC | $463.97万 | 1.40% | 37,332 | -9,411 | -20.1% | -$116.96万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $469.85万 | 1.42% | 82,894 | 4,508 | 5.8% | $25.55万 | 加仓 |
| SYK | STRYKER CORPORATION | $480.07万 | 1.45% | 14,610 | -1,760 | -10.8% | -$57.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $512.37万 | 1.55% | 5,142 | -491 | -8.7% | -$48.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $519.98万 | 1.57% | 17,677 | -22 | -0.1% | -$6,471 | 减仓 |
| IEFA | ISHARES TR | $587.16万 | 1.77% | 64,858 | 36,333 | 127.4% | $328.92万 | 加仓 |