13F 机构持仓

Snider Financial Group

BELLEVUE WA · SEC CIK 0001820681

2026Q22026Q1 更早 9 个季度 🔒
$3.93亿2026Q2 申报市值
103持仓数
49.4%前十大占比 · 第一大 13.6%
15 / 14新建仓 / 清仓
申报市值走势$3.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.6%
AGG 6.2%
VIG 5.3%
GOVT 4.8%
MSFT 4.5%
LLY 3.7%
AMZN 3.0%
GOOG 2.9%
XLK 2.7%
META 2.6%

2026Q2 买入最多 按季末市值估算

RAAX 新建仓+$550.98万
AGG 加仓+$425.26万
IVV 加仓+$415.79万
MSFT 加仓+$412.41万
MPWR 新建仓+$405.31万

2026Q2 卖出最多 按季末市值估算

MBB 减仓-$599.11万
IBB 清仓-$253.28万
CRWD 减仓-$247.72万
AAPL 减仓-$247.22万
XLE 清仓-$227.96万

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
NVDA NVIDIA CORPORATION $662.78万1.69%33,124 -2,446-6.9% -$48.94万 减仓
IEFA ISHARES TR $689.89万1.76%71,432 6,57410.1% $63.49万 加仓
PANW PALO ALTO NETWORKS INC $734.66万1.87%21,543 -3,635-14.4% -$123.96万 减仓
SCHG SCHWAB STRATEGIC TR $764.70万1.95%225,974 6,7233.1% $22.75万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $850.99万2.17%17,819 -568-3.1% -$27.13万 减仓
ICSH ISHARES TR $951.07万2.42%188,034 11,7326.7% $59.34万 加仓
RECS COLUMBIA ETF TR I $976.82万2.49%225,697 18,0088.7% $77.94万 加仓
META META PLATFORMS INC $1,004.63万2.56%17,835 3,40423.6% $191.74万 加仓
XLK SELECT SECTOR SPDR TR $1,067.21万2.72%56,015 -4,954-8.1% -$94.38万 减仓
GOOG ALPHABET INC $1,155.86万2.94%32,713 1,1843.8% $41.83万 加仓
AMZN AMAZON COM INC $1,196.80万3.05%50,214 3,6297.8% $86.49万 加仓
LLY ELI LILLY & CO $1,454.71万3.70%12,128 -223-1.8% -$26.75万 减仓
MSFT MICROSOFT CORP $1,777.56万4.53%47,653 11,05630.2% $412.41万 加仓
GOVT ISHARES TR $1,897.12万4.83%832,801 98,61913.4% $224.65万 加仓
VIG VANGUARD SPECIALIZED FUNDS $2,076.06万5.28%87,738 -4,186-4.6% -$99.05万 减仓
AGG ISHARES TR $2,437.17万6.20%246,229 42,96421.1% $425.26万 加仓
IVV ISHARES TR $5,323.81万13.55%71,089 5,5528.5% $415.79万 加仓