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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $620.34万 | 1.87% | 35,570 | -1,736 | -4.7% | -$30.28万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $621.40万 | 1.88% | 18,387 | -607 | -3.2% | -$20.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $638.68万 | 1.93% | 219,251 | -24,890 | -10.2% | -$72.50万 | 减仓 |
| AAPL | APPLE INC | $760.21万 | 2.29% | 29,954 | -11,365 | -27.5% | -$288.43万 | 减仓 |
| MBB | ISHARES TR | $794.58万 | 2.40% | 83,684 | 5,571 | 7.1% | $52.90万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $809.57万 | 2.44% | 207,689 | 22,868 | 12.4% | $89.14万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $810.28万 | 2.44% | 60,969 | -562 | -0.9% | -$7.47万 | 减仓 |
| META | META PLATFORMS INC | $825.61万 | 2.49% | 14,431 | 336 | 2.4% | $19.22万 | 加仓 |
| ICSH | ISHARES TR | $892.44万 | 2.69% | 176,302 | -28,302 | -13.8% | -$143.26万 | 减仓 |
| GOOG | ALPHABET INC | $904.43万 | 2.73% | 31,529 | -2,771 | -8.1% | -$79.49万 | 减仓 |
| AMZN | AMAZON COM INC | $970.23万 | 2.93% | 46,585 | -2,810 | -5.7% | -$58.52万 | 减仓 |
| LLY | ELI LILLY & CO | $1,136.03万 | 3.43% | 12,351 | -333 | -2.6% | -$30.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,354.69万 | 4.09% | 36,597 | 252 | 0.7% | $9.33万 | 加仓 |
| GOVT | ISHARES TR | $1,682.01万 | 5.08% | 734,182 | 52,168 | 7.6% | $119.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,976.93万 | 5.97% | 91,924 | -4,739 | -4.9% | -$101.92万 | 减仓 |
| AGG | ISHARES TR | $2,017.81万 | 6.09% | 203,265 | -31,545 | -13.4% | -$313.15万 | 减仓 |
| IVV | ISHARES TR | $4,280.93万 | 12.92% | 65,537 | 2,902 | 4.6% | $189.56万 | 加仓 |