Solitude Financial Services
CHARLOTTESVILLE VA · SEC CIK 0001839890
$3.61亿2026Q2 申报市值
42持仓数
84.6%前十大占比 · 第一大 22.4%
2 / 0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
BRK/B 加仓+$394.26万
XLE 加仓+$116.87万
SPYM 加仓+$75.54万
GLTR 加仓+$72.80万
FNDA 加仓+$64.53万
2026Q2 卖出最多 按季末市值估算
C 减仓-$54.51万
NVDA 减仓-$34.02万
AVGO 减仓-$21.91万
TSLA 减仓-$21.03万
OXY 减仓-$15.64万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $8,074.56万 | 22.35% | 918,816 | 8,596 | 0.9% | $75.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,658.34万 | 18.43% | 133,063 | 7,879 | 6.3% | $394.26万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $3,984.30万 | 11.03% | 1,046,847 | 16,954 | 1.6% | $64.53万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,040.81万 | 8.42% | 576,347 | 6,064 | 1.1% | $31.99万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,940.88万 | 8.14% | 945,622 | 9,915 | 1.1% | $30.84万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,429.12万 | 3.96% | 282,994 | 10,979 | 4.0% | $55.44万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,259.95万 | 3.49% | 237,235 | 22,006 | 10.2% | $116.87万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,192.51万 | 3.30% | 39,361 | 1,234 | 3.2% | $37.39万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,063.50万 | 2.94% | 291,131 | 3,127 | 1.1% | $11.42万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $915.81万 | 2.54% | 338,563 | 2,227 | 0.7% | $6.02万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $801.72万 | 2.22% | 44,257 | 4,019 | 10.0% | $72.80万 | 加仓 |
| AAPL | APPLE INC | $564.66万 | 1.56% | 19,514 | -3 | -0.0% | -$868 | 减仓 |
| — | EXXON MOBIL CORP | $476.90万 | 1.32% | 34,881 | 508 | 1.5% | $6.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $450.54万 | 1.25% | 13,764 | 172 | 1.3% | $5.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $430.99万 | 1.19% | 21,540 | -1,700 | -7.3% | -$34.02万 | 减仓 |
| CVX | CHEVRON CORPORATION | $427.59万 | 1.18% | 25,796 | 917 | 3.7% | $15.20万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $309.87万 | 0.86% | 9,161 | 688 | 8.1% | $23.27万 | 加仓 |
| MKL | MARKEL GROUP INC | $262.88万 | 0.73% | 1,346 | -19 | -1.4% | -$3.71万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $255.66万 | 0.71% | 18,687 | 328 | 1.8% | $4.49万 | 加仓 |
| GOOG | ALPHABET INC | $208.96万 | 0.58% | 5,914 | 367 | 6.6% | $12.97万 | 加仓 |
| AVGO | BROADCOM INC | $194.47万 | 0.54% | 5,148 | -580 | -10.1% | -$21.91万 | 减仓 |
| USB | US BANCORP | $159.43万 | 0.44% | 26,395 | 5,237 | 24.8% | $31.63万 | 加仓 |
| TSLA | TESLA INC | $151.50万 | 0.42% | 3,602 | -500 | -12.2% | -$21.03万 | 减仓 |
| GOOGL | ALPHABET INC | $138.63万 | 0.38% | 3,879 | 24 | 0.6% | $8,577 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.04万 | 0.27% | 1,286 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $88.06万 | 0.24% | 6,292 | -3,895 | -38.2% | -$54.51万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $66.21万 | 0.18% | 19,890 | 1,801 | 10.0% | $6.00万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $58.08万 | 0.16% | 10,750 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $47.30万 | 0.13% | 4,400 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $43.76万 | 0.12% | 637 | 1 | 0.2% | $687 | 加仓 |
| NFLX | NETFLIX INC. | $43.41万 | 0.12% | 6,080 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $32.25万 | 0.09% | 1,480 | 432 | 41.2% | $9.41万 | 加仓 |
| AMZN | AMAZON COM INC | $30.79万 | 0.09% | 1,292 | 200 | 18.3% | $4.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $28.94万 | 0.08% | 782 | -3 | -0.4% | -$1,110 | 减仓 |
| RIO | RIO TINTO PLC | $28.48万 | 0.08% | 3,000 | -1,100 | -26.8% | -$10.44万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $27.92万 | 0.08% | 14,300 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $27.20万 | 0.08% | 5,600 | -3,220 | -36.5% | -$15.64万 | 减仓 |
| VSAT | VIASAT INC | $25.01万 | 0.07% | 2,785 | 2,785 | — | $25.01万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.53万 | 0.06% | 3,910 | -1,700 | -30.3% | -$9.80万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $21.40万 | 0.06% | 4,720 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $21.03万 | 0.06% | 500 | 500 | — | $21.03万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $20.91万 | 0.06% | 3,750 | -800 | -17.6% | -$4.46万 | 重新持有 |