Strategic Equity Management
TUCSON AZ · SEC CIK 0001843578
$2.66亿2026Q1 申报市值
70持仓数
58.4%前十大占比 · 第一大 8.9%
14 / 9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
IEF 新建仓+$1,466.14万
IWN 新建仓+$1,299.70万
IWM 加仓+$1,033.77万
XLE 新建仓+$1,029.12万
XLB 新建仓+$1,013.85万
2026Q1 卖出最多 按季末市值估算
MRSK 减仓-$3,068.08万
CGGR 清仓-$1,069.49万
IEFA 减仓-$837.88万
XLU 清仓-$800.14万
TPIF 减仓-$752.30万
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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -240,497 | -100.0% | -$1,069.49万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -187,431 | -100.0% | -$800.14万 | 清仓 |
| SHYM | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -313,634 | -100.0% | -$696.89万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -37,713 | -100.0% | -$117.89万 | 清仓 |
| TPHD | TIMOTHY PLAN | $0 | 0.00% | 0 | -27,930 | -100.0% | -$107.61万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -2,700 | -100.0% | -$32.45万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,043 | -100.0% | -$30.89万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -934 | -100.0% | -$28.22万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,645 | -100.0% | -$20.61万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COST | COSTCO WHOLESALE CORPORATION | $20.43万 | 0.08% | 205 | 205 | — | $20.43万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $20.46万 | 0.08% | 7,844 | 7,844 | — | $20.46万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $21.85万 | 0.08% | 637 | 637 | — | $21.85万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.20万 | 0.08% | 325 | 325 | — | $22.20万 | 新建仓 |
| BUYW | NORTHERN LTS FD TR IV | $22.68万 | 0.09% | 16,107 | 16,107 | — | $22.68万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $23.24万 | 0.09% | 385 | 385 | — | $23.24万 | 新建仓 |
| AMZN | AMAZON COM INC | $23.28万 | 0.09% | 1,118 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $23.40万 | 0.09% | 616 | 22 | 3.7% | $8,356 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.67万 | 0.09% | 686 | 686 | — | $23.67万 | 新建仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $23.98万 | 0.09% | 2,920 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $24.75万 | 0.09% | 1,419 | -177 | -11.1% | -$3.09万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.72万 | 0.10% | 10,391 | -92 | -0.9% | -$2,277 | 减仓 |
| CSX | CSX CORP | $26.76万 | 0.10% | 6,518 | -39 | -0.6% | -$1,601 | 减仓 |
| VOO | VANGUARD INDEX FDS | $28.29万 | 0.11% | 473 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $29.64万 | 0.11% | 1,625 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $30.94万 | 0.12% | 10,623 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $33.75万 | 0.13% | 1,750 | 106 | 6.4% | $2.04万 | 加仓 |
| BA | BOEING CO | $34.10万 | 0.13% | 1,713 | 646 | 60.5% | $12.86万 | 加仓 |
| MGC | VANGUARD WORLD FD | $34.14万 | 0.13% | 1,444 | -1,218 | -45.8% | -$28.80万 | 减仓 |
| TPSC | TIMOTHY PLAN | $36.35万 | 0.14% | 8,565 | -18,309 | -68.1% | -$77.71万 | 减仓 |
| GLD | SPDR GOLD TR | $36.36万 | 0.14% | 845 | 70 | 9.0% | $3.01万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $36.47万 | 0.14% | 5,792 | -6,468 | -52.8% | -$40.73万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $39.74万 | 0.15% | 25,393 | 6 | 0.0% | $94 | 加仓 |
| IJH | ISHARES TR | $43.74万 | 0.16% | 6,478 | 0 | 0.0% | — | 不变 |
| TPIF | TIMOTHY PLAN | $44.87万 | 0.17% | 12,450 | -208,735 | -94.4% | -$752.30万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $46.12万 | 0.17% | 8,396 | -2,314 | -21.6% | -$12.71万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $47.14万 | 0.18% | 1,079 | -5,497 | -83.6% | -$240.17万 | 减仓 |
| VLUE | ISHARES TR | $59.36万 | 0.22% | 4,175 | 4,175 | — | $59.36万 | 新建仓 |
| AAPL | APPLE INC | $62.97万 | 0.24% | 2,481 | -320 | -11.4% | -$8.12万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $67.96万 | 0.26% | 21,951 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $70.83万 | 0.27% | 4,904 | -55 | -1.1% | -$7,944 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $73.74万 | 0.28% | 25,357 | -1,702 | -6.3% | -$4.95万 | 减仓 |
| IVW | ISHARES TR | $74.15万 | 0.28% | 6,555 | 1,359 | 26.2% | $15.37万 | 加仓 |
| VO | VANGUARD INDEX FDS | $75.50万 | 0.28% | 2,629 | -624 | -19.2% | -$17.92万 | 减仓 |
| IVE | ISHARES TR | $76.16万 | 0.29% | 3,607 | 436 | 13.7% | $9.21万 | 加仓 |
| IEMG | ISHARES INC | $82.99万 | 0.31% | 11,899 | 5,432 | 84.0% | $37.89万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $87.54万 | 0.33% | 9,027 | -347 | -3.7% | -$3.37万 | 减仓 |
| CAT | CATERPILLAR INC | $109.24万 | 0.41% | 1,542 | 3 | 0.2% | $2,125 | 加仓 |
| VTI | VANGUARD INDEX FDS | $109.68万 | 0.41% | 3,419 | -270 | -7.3% | -$8.66万 | 减仓 |
| GOOG | ALPHABET INC | $117.73万 | 0.44% | 4,104 | -596 | -12.7% | -$17.10万 | 减仓 |
| — | FIS TR | $121.57万 | 0.46% | 37,779 | 37,779 | — | $121.57万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $124.23万 | 0.47% | 28,008 | -145 | -0.5% | -$6,431 | 减仓 |
| COWZ | PACER FDS TR | $131.66万 | 0.49% | 21,046 | -7,236 | -25.6% | -$45.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $133.96万 | 0.50% | 3,619 | -272 | -7.0% | -$10.07万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $140.79万 | 0.53% | 27,111 | -1,660 | -5.8% | -$8.62万 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $200.03万 | 0.75% | 53,498 | 19,321 | 56.5% | $72.24万 | 加仓 |
| ELCV | STRATEGY SHS | $214.64万 | 0.81% | 74,014 | 4,823 | 7.0% | $13.99万 | 加仓 |
| IVV | ISHARES TR | $238.34万 | 0.90% | 3,649 | 55 | 1.5% | $3.59万 | 加仓 |
| MRSK | NORTHERN LIGHTS FD TR | $283.85万 | 1.07% | 80,324 | -868,210 | -91.5% | -$3,068.08万 | 减仓 |
| VB | VANGUARD INDEX FDS | $295.06万 | 1.11% | 11,265 | -704 | -5.9% | -$18.44万 | 减仓 |
| ITOT | ISHARES TR | $318.26万 | 1.20% | 22,345 | -611 | -2.7% | -$8.70万 | 减仓 |
| BIL | SPDR SERIES TRUST | $358.14万 | 1.35% | 39,081 | 39,081 | — | $358.14万 | 新建仓 |
| IEFA | ISHARES TR | $429.11万 | 1.61% | 47,399 | -92,552 | -66.1% | -$837.88万 | 减仓 |
| FDLS | NORTHERN LTS FD TR IV | $503.61万 | 1.89% | 136,333 | 27,922 | 25.8% | $103.14万 | 加仓 |
| IWL | ISHARES TR | $561.32万 | 2.11% | 34,978 | -2,178 | -5.9% | -$34.95万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $974.14万 | 3.66% | 206,605 | -83,162 | -28.7% | -$392.11万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $1,013.85万 | 3.81% | 202,891 | 202,891 | — | $1,013.85万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $1,029.12万 | 3.87% | 167,992 | 167,992 | — | $1,029.12万 | 新建仓 |
| IWO | ISHARES TR | $1,044.86万 | 3.93% | 33,296 | -7,881 | -19.1% | -$247.31万 | 减仓 |
| IWM | ISHARES TR | $1,070.17万 | 4.02% | 43,152 | 41,684 | 2,839.5% | $1,033.77万 | 加仓 |
| — | STRATEGY SHS | $1,082.59万 | 4.07% | 413,836 | 262,362 | 173.2% | $686.34万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $1,274.67万 | 4.79% | 50,874 | -12,204 | -19.3% | -$305.78万 | 减仓 |
| IWN | ISHARES TR | $1,299.70万 | 4.89% | 68,553 | 68,553 | — | $1,299.70万 | 新建仓 |
| EEM | ISHARES TR | $1,307.04万 | 4.91% | 230,154 | 172,883 | 301.9% | $981.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,310.59万 | 4.93% | 511,149 | -106,966 | -17.3% | -$274.26万 | 减仓 |
| ESUM | STRATEGY SHS | $1,372.94万 | 5.16% | 524,422 | -5,876 | -1.1% | -$15.38万 | 减仓 |
| IEF | ISHARES TR | $1,466.14万 | 5.51% | 153,619 | 153,619 | — | $1,466.14万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $1,973.58万 | 7.42% | 66,039 | -5,754 | -8.0% | -$171.96万 | 减仓 |
| IWV | ISHARES TR | $2,082.14万 | 7.83% | 56,171 | 162 | 0.3% | $6.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,356.40万 | 8.86% | 36,233 | -945 | -2.5% | -$61.46万 | 减仓 |