13F 机构持仓

FINANCIAL MANAGEMENT NETWORK INC

MISSION VIEJO CA · SEC CIK 0001844831

2026Q22026Q1 更早 9 个季度 🔒
$6.97亿2026Q2 申报市值
211持仓数
41.6%前十大占比 · 第一大 9.9%
21 / 5新建仓 / 清仓
申报市值走势$6.97亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 9.9%
AVUV 5.1%
AVLV 4.3%
IJH 4.2%
IJR 3.9%
AVDV 3.6%
AAPL 3.1%
VCIT 2.7%
BINC 2.6%
CGXU 2.3%

2026Q2 买入最多 按季末市值估算

AVLV 加仓+$1,832.01万
CLOI 加仓+$409.86万
COST 新建仓+$379.01万
AVMV 加仓+$334.87万
VCSH 加仓+$194.39万

2026Q2 卖出最多 按季末市值估算

MOAT 减仓-$3,503.32万
SMOT 减仓-$686.39万
CGSD 减仓-$278.93万
NVDA 减仓-$148.01万
HONEYWELL INTL I 清仓-$110.76万

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
CLOI VANECK ETF TRUST $1,095.24万1.57%207,039 77,47959.8% $409.86万 加仓
TXUE THORNBURG ETF TR $1,159.50万1.66%334,638 38,01912.8% $131.73万 加仓
SMOT VANECK ETF TRUST $1,181.60万1.70%301,222 -174,980-36.7% -$686.39万 减仓
AVIV AMERICAN CENTY ETF TR $1,199.18万1.72%152,645 9,9267.0% $77.98万 加仓
MOAT VANECK ETF TRUST $1,504.85万2.16%141,620 -329,694-70.0% -$3,503.32万 减仓
AVMV AMERICAN CENTY ETF TR $1,527.57万2.19%188,845 41,39828.1% $334.87万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $1,597.95万2.29%482,181 34,5257.7% $114.42万 加仓
BINC BLACKROCK ETF TRUST II $1,839.75万2.64%352,849 24,3517.4% $126.97万 加仓
VCIT VANGUARD SCOTTSDALE FDS $1,899.41万2.73%231,805 3570.2% $2.93万 加仓
AAPL APPLE INC $2,156.81万3.10%64,625 -452-0.7% -$15.09万 减仓
AVDV AMERICAN CENTY ETF TR $2,522.38万3.62%245,942 12,5935.4% $129.15万 加仓
IJR ISHARES TR $2,697.93万3.87%184,764 -3,806-2.0% -$55.58万 减仓
IJH ISHARES TR $2,906.57万4.17%384,773 -6,399-1.6% -$48.34万 减仓
AVLV AMERICAN CENTY ETF TR $2,971.76万4.26%324,251 199,892160.7% $1,832.01万 加仓
AVUV AMERICAN CENTY ETF TR $3,545.52万5.09%282,850 -3,351-1.2% -$42.00万 减仓
IVV ISHARES TR $6,876.47万9.87%92,089 1,7471.9% $130.45万 加仓