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 |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | $21.37万 | 0.06% | 1,948 | 305 | 18.6% | $3.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $20.48万 | 0.06% | 990 | 990 | — | $20.48万 | 新建仓 |
| 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 |