Solitude Financial Services
CHARLOTTESVILLE VA · SEC CIK 0001839890
$3.38亿2026Q1 申报市值
39持仓数
83.3%前十大占比 · 第一大 22.2%
4 / 2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
BRK/B 加仓+$706.63万
SPYM 加仓+$665.15万
AEP 加仓+$133.64万
GOOG 加仓+$109.07万
AAPL 加仓+$107.88万
2026Q1 卖出最多 按季末市值估算
XLE 减仓-$235.70万
GLTR 减仓-$67.67万
T 清仓-$43.52万
FNDF 减仓-$30.99万
UAL 清仓-$27.97万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $0 | 0.00% | 0 | -17,520 | -100.0% | -$43.52万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -2,501 | -100.0% | -$27.97万 | 清仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS | $21.17万 | 0.06% | 1,048 | -99 | -8.6% | -$2.00万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $21.72万 | 0.06% | 4,720 | -5,260 | -52.7% | -$24.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $27.10万 | 0.08% | 785 | 785 | — | $27.10万 | 新建仓 |
| AMZN | AMAZON COM INC | $27.14万 | 0.08% | 1,092 | 1,092 | — | $27.14万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $27.98万 | 0.08% | 14,300 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.48万 | 0.10% | 5,610 | -300 | -5.1% | -$1.74万 | 减仓 |
| RIO | RIO TINTO PLC | $40.41万 | 0.12% | 4,100 | -2,800 | -40.6% | -$27.60万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $40.92万 | 0.12% | 636 | 636 | — | $40.92万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $45.57万 | 0.13% | 4,400 | -100 | -2.2% | -$1.04万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $49.24万 | 0.15% | 8,820 | -1,200 | -12.0% | -$6.70万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $53.66万 | 0.16% | 10,750 | -3,055 | -22.1% | -$15.25万 | 减仓 |
| NFLX | NETFLIX INC. | $65.49万 | 0.19% | 6,080 | 6,080 | — | $65.49万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $76.99万 | 0.23% | 18,089 | 3,985 | 28.3% | $16.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $90.02万 | 0.27% | 1,286 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $119.27万 | 0.35% | 21,158 | 15,677 | 286.0% | $88.37万 | 加仓 |
| GOOGL | ALPHABET INC | $129.96万 | 0.38% | 3,855 | 807 | 26.5% | $27.21万 | 加仓 |
| C | CITIGROUP INC | $134.15万 | 0.40% | 10,187 | -1,703 | -14.3% | -$22.43万 | 减仓 |
| TSLA | TESLA INC | $160.78万 | 0.48% | 4,102 | -588 | -12.5% | -$23.05万 | 减仓 |
| GOOG | ALPHABET INC | $185.53万 | 0.55% | 5,547 | 3,261 | 142.7% | $109.07万 | 加仓 |
| AVGO | BROADCOM INC | $227.24万 | 0.67% | 5,728 | 29 | 0.5% | $1.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $246.73万 | 0.73% | 18,359 | 9,944 | 118.2% | $133.64万 | 加仓 |
| MKL | MARKEL GROUP INC | $270.71万 | 0.80% | 1,365 | 112 | 8.9% | $22.21万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $278.81万 | 0.82% | 8,473 | 2,000 | 30.9% | $65.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $415.82万 | 1.23% | 13,592 | 1,653 | 13.8% | $50.57万 | 加仓 |
| CVX | CHEVRON CORPORATION | $460.03万 | 1.36% | 24,879 | 1,263 | 5.3% | $23.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $462.17万 | 1.37% | 23,240 | -72 | -0.3% | -$1.43万 | 减仓 |
| — | EXXON MOBIL CORP | $512.19万 | 1.51% | 34,373 | 454 | 1.3% | $6.77万 | 加仓 |
| AAPL | APPLE INC | $519.99万 | 1.54% | 19,517 | 4,049 | 26.2% | $107.88万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $913.40万 | 2.70% | 40,238 | -2,981 | -6.9% | -$67.67万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $964.61万 | 2.85% | 336,336 | -2,339 | -0.7% | -$6.71万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,000.76万 | 2.96% | 38,127 | 2,379 | 6.7% | $62.44万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,014.35万 | 3.00% | 288,004 | 14,274 | 5.2% | $50.27万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,200.11万 | 3.55% | 215,229 | -42,271 | -16.4% | -$235.70万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,337.50万 | 3.96% | 272,015 | 12,881 | 5.0% | $63.34万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,714.49万 | 8.03% | 935,707 | 17,300 | 1.9% | $50.19万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,935.25万 | 8.68% | 570,283 | -6,021 | -1.0% | -$30.99万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $3,557.25万 | 10.52% | 1,029,893 | 30,300 | 3.0% | $104.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,934.85万 | 17.55% | 125,184 | 14,905 | 13.5% | $706.63万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $7,498.39万 | 22.18% | 910,220 | 80,742 | 9.7% | $665.15万 | 加仓 |