Snider Financial Group
BELLEVUE WA · SEC CIK 0001820681
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TR | $22.69万 | 0.06% | 2,207 | -49 | -2.2% | -$5,038 | 减仓 |
| IJR | ISHARES TR | $22.37万 | 0.06% | 1,508 | 1,508 | — | $22.37万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.51万 | 0.05% | 193 | 193 | — | $20.51万 | 新建仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -15,000 | -100.0% | -$253.28万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -37,213 | -100.0% | -$227.96万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -44,668 | -100.0% | -$222.85万 | 清仓 |
| FDLO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -5,760 | -100.0% | -$37.20万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,626 | -100.0% | -$29.96万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -4,613 | -100.0% | -$29.56万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,056 | -100.0% | -$29.53万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -2,055 | -100.0% | -$26.33万 | 清仓 |
| FDRR | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,471 | -100.0% | -$26.29万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -9,011 | -100.0% | -$24.87万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -285 | -100.0% | -$22.52万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -1,516 | -100.0% | -$22.10万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,021 | -100.0% | -$21.88万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -990 | -100.0% | -$20.48万 | 清仓 |