Sandbox Financial Partners, LLC
BETHESDA MD · SEC CIK 0001844892
$3.56亿2026Q1 申报市值
117持仓数
51.9%前十大占比 · 第一大 11.1%
6 / 12新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ACWX 加仓+$726.14万
VUG 加仓+$180.92万
SPY 加仓+$144.05万
VTV 加仓+$122.43万
IJH 加仓+$91.00万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$126.77万
MSFT 减仓-$48.45万
CIBR 减仓-$33.25万
EAGG 清仓-$32.94万
VIG 减仓-$32.39万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $3,945.82万 | 11.10% | 90,337 | 4,142 | 4.8% | $180.92万 | 加仓 |
| AAPL | APPLE INC | $3,435.34万 | 9.66% | 135,362 | -4,995 | -3.6% | -$126.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,805.57万 | 5.08% | 27,763 | 2,215 | 8.7% | $144.05万 | 加仓 |
| ACWX | ISHARES TR | $1,533.16万 | 4.31% | 223,917 | 106,052 | 90.0% | $726.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,496.75万 | 4.21% | 76,287 | 6,240 | 8.9% | $122.43万 | 加仓 |
| AMZN | AMAZON COM INC | $1,466.34万 | 4.12% | 70,406 | 580 | 0.8% | $12.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,428.66万 | 4.02% | 38,595 | -1,309 | -3.3% | -$48.45万 | 减仓 |
| IJH | ISHARES TR | $1,204.83万 | 3.39% | 178,414 | 13,476 | 8.2% | $91.00万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,123.44万 | 3.16% | 198,207 | 533 | 0.3% | $3.02万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,022.26万 | 2.87% | 201,987 | 14,455 | 7.7% | $73.16万 | 加仓 |
| SNOW | SNOWFLAKE INC | $981.48万 | 2.76% | 65,076 | -30 | -0.0% | -$4,525 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $975.70万 | 2.74% | 45,369 | -1,506 | -3.2% | -$32.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $935.89万 | 2.63% | 16,215 | 897 | 5.9% | $51.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $915.05万 | 2.57% | 52,469 | -148 | -0.3% | -$2.58万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $809.11万 | 2.28% | 145,733 | 5,771 | 4.1% | $32.04万 | 加仓 |
| OEF | ISHARES TR | $735.44万 | 2.07% | 23,122 | 2,028 | 9.6% | $64.50万 | 加仓 |
| IJR | ISHARES TR | $616.85万 | 1.73% | 49,622 | 6,227 | 14.3% | $77.41万 | 加仓 |
| GLD | SPDR GOLD TR | $525.03万 | 1.48% | 12,202 | 1,344 | 12.4% | $57.83万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $513.09万 | 1.44% | 103,928 | 6,598 | 6.8% | $32.57万 | 加仓 |
| IEF | ISHARES TR | $466.86万 | 1.31% | 48,916 | 7,392 | 17.8% | $70.55万 | 加仓 |
| GOOGL | ALPHABET INC | $457.45万 | 1.29% | 15,908 | -17 | -0.1% | -$4,888 | 减仓 |
| — | EXXON MOBIL CORP | $455.36万 | 1.28% | 26,840 | 15 | 0.1% | $2,545 | 加仓 |
| META | META PLATFORMS INC | $382.90万 | 1.08% | 6,693 | 6 | 0.1% | $3,433 | 加仓 |
| GOOG | ALPHABET INC | $372.69万 | 1.05% | 12,992 | 2,601 | 25.0% | $74.61万 | 加仓 |
| COWZ | PACER FDS TR | $362.54万 | 1.02% | 57,950 | 7,427 | 14.7% | $46.46万 | 加仓 |
| AVGO | BROADCOM INC | $353.64万 | 0.99% | 11,426 | -107 | -0.9% | -$3.31万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $353.46万 | 0.99% | 44,150 | -809 | -1.8% | -$6.48万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $328.35万 | 0.92% | 52,891 | 6,171 | 13.2% | $38.31万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $311.50万 | 0.88% | 61,103 | 2,530 | 4.3% | $12.90万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $293.60万 | 0.83% | 6,187 | -482 | -7.2% | -$22.87万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $276.25万 | 0.78% | 44,073 | -5,304 | -10.7% | -$33.25万 | 减仓 |
| LLY | ELI LILLY & CO | $246.56万 | 0.69% | 2,681 | 24 | 0.9% | $2.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $231.33万 | 0.65% | 3,871 | 5 | 0.1% | $2,988 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $209.28万 | 0.59% | 8,634 | -335 | -3.7% | -$8.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $186.88万 | 0.53% | 3,900 | -52 | -1.3% | -$2.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $169.14万 | 0.48% | 5,750 | -289 | -4.8% | -$8.50万 | 减仓 |
| V | VISA INC | $163.73万 | 0.46% | 5,417 | -86 | -1.6% | -$2.60万 | 减仓 |
| GEV | GE VERNOVA INC | $162.37万 | 0.46% | 1,860 | 87 | 4.9% | $7.59万 | 加仓 |
| IVW | ISHARES TR | $153.64万 | 0.43% | 13,584 | 127 | 0.9% | $1.44万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $141.88万 | 0.40% | 15,276 | 286 | 1.9% | $2.66万 | 加仓 |
| GRNY | TIDAL TRUST I | $130.65万 | 0.37% | 54,736 | 7,779 | 16.6% | $18.57万 | 加仓 |
| EUSB | ISHARES TR | $120.87万 | 0.34% | 27,786 | 5,974 | 27.4% | $25.99万 | 加仓 |
| GE | GE AEROSPACE | $119.98万 | 0.34% | 4,228 | 3 | 0.1% | $851 | 加仓 |
| TSLA | TESLA INC | $119.31万 | 0.34% | 3,210 | 204 | 6.8% | $7.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $112.95万 | 0.32% | 5,459 | 48 | 0.9% | $9,932 | 加仓 |
| USXF | ISHARES TR | $111.30万 | 0.31% | 20,162 | -1,141 | -5.4% | -$6.30万 | 减仓 |
| IVV | ISHARES TR | $109.61万 | 0.31% | 1,678 | -24 | -1.4% | -$1.57万 | 减仓 |
| NULG | NUSHARES ETF TR | $107.84万 | 0.30% | 11,858 | -546 | -4.4% | -$4.97万 | 减仓 |
| BX | BLACKSTONE INC | $103.87万 | 0.29% | 9,033 | -2,529 | -21.9% | -$29.08万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $97.22万 | 0.27% | 15,186 | 8,705 | 134.3% | $55.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $91.94万 | 0.26% | 1,840 | -47 | -2.5% | -$2.35万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $89.88万 | 0.25% | 4,683 | -45 | -1.0% | -$8,637 | 减仓 |
| BA | BOEING CO | $88.64万 | 0.25% | 4,454 | -49 | -1.1% | -$9,752 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $88.49万 | 0.25% | 12,174 | 3,331 | 37.7% | $24.21万 | 加仓 |
| ESML | ISHARES TR | $84.93万 | 0.24% | 18,063 | 3,986 | 28.3% | $18.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $81.86万 | 0.23% | 2,552 | 3 | 0.1% | $962 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.42万 | 0.23% | 817 | -9 | -1.1% | -$8,969 | 减仓 |
| NFLX | NETFLIX INC. | $73.08万 | 0.21% | 7,601 | -2,648 | -25.8% | -$25.46万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $70.34万 | 0.20% | 4,750 | 63 | 1.3% | $9,330 | 加仓 |
| MINT | PIMCO ETF TR | $69.37万 | 0.20% | 6,898 | 2,009 | 41.1% | $20.20万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $69.17万 | 0.19% | 6,244 | 6,244 | — | $69.17万 | 新建仓 |
| ABBV | ABBVIE INC | $68.64万 | 0.19% | 3,156 | 25 | 0.8% | $5,437 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $65.34万 | 0.18% | 4,916 | -39 | -0.8% | -$5,183 | 减仓 |
| ITA | ISHARES TR | $62.72万 | 0.18% | 2,867 | 19 | 0.7% | $4,157 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $61.97万 | 0.17% | 12,344 | -2,220 | -15.2% | -$11.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.51万 | 0.17% | 1,820 | -13 | -0.7% | -$4,393 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.39万 | 0.17% | 4,128 | -783 | -15.9% | -$11.45万 | 减仓 |
| SHLD | GLOBAL X FDS | $55.83万 | 0.16% | 7,881 | 3,032 | 62.5% | $21.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.14万 | 0.15% | 2,133 | 78 | 3.8% | $1.91万 | 加仓 |
| CSCO | CISCO SYS INC | $51.59万 | 0.15% | 6,649 | 83 | 1.3% | $6,440 | 加仓 |
| MUB | ISHARES TR | $50.52万 | 0.14% | 4,759 | 37 | 0.8% | $3,928 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $49.35万 | 0.14% | 12,845 | -976 | -7.1% | -$3.75万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $49.33万 | 0.14% | 10,379 | -20 | -0.2% | -$951 | 减仓 |
| MCD | MCDONALDS CORP | $49.06万 | 0.14% | 1,578 | -55 | -3.4% | -$1.71万 | 减仓 |
| SMH | VANECK ETF TRUST | $47.91万 | 0.13% | 1,250 | -3 | -0.2% | -$1,150 | 减仓 |
| VXF | VANGUARD INDEX FDS | $46.86万 | 0.13% | 2,277 | 1 | 0.0% | $206 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $46.39万 | 0.13% | 6,299 | 3 | 0.0% | $221 | 加仓 |
| TRFK | PACER FDS TR | $45.68万 | 0.13% | 7,340 | 1 | 0.0% | $62 | 加仓 |
| IWF | ISHARES TR | $45.67万 | 0.13% | 1,071 | -6 | -0.6% | -$2,559 | 减仓 |
| HD | HOME DEPOT INC | $44.82万 | 0.13% | 1,363 | -48 | -3.4% | -$1.58万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.36万 | 0.12% | 1,085 | 63 | 6.2% | $2.46万 | 加仓 |
| WMT | WALMART INC | $41.38万 | 0.12% | 3,330 | 5 | 0.2% | $621 | 加仓 |
| IGV | ISHARES TR | $40.72万 | 0.11% | 5,087 | 935 | 22.5% | $7.48万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.51万 | 0.11% | 3,091 | 1 | 0.0% | $131 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $40.26万 | 0.11% | 3,074 | -421 | -12.0% | -$5.51万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $39.21万 | 0.11% | 3,306 | -3 | -0.1% | -$356 | 减仓 |
| RYLD | GLOBAL X FDS | $34.20万 | 0.10% | 22,873 | 0 | 0.0% | — | 不变 |
| — | ONCOLYTICS BIOTECH INC | $33.95万 | 0.10% | 400,000 | 400,000 | — | $33.95万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $33.70万 | 0.09% | 5,710 | -1,342 | -19.0% | -$7.92万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.59万 | 0.09% | 8,876 | -300 | -3.3% | -$1.14万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $30.71万 | 0.09% | 6,747 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $29.32万 | 0.08% | 2,104 | -51 | -2.4% | -$7,107 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $29.23万 | 0.08% | 7,522 | 19 | 0.3% | $738 | 加仓 |
| AGG | ISHARES TR | $28.57万 | 0.08% | 2,878 | 10 | 0.3% | $993 | 加仓 |
| MLPX | GLOBAL X FDS | $28.34万 | 0.08% | 3,833 | 3,833 | — | $28.34万 | 新建仓 |
| RTX | RTX CORPORATION | $28.33万 | 0.08% | 1,469 | 35 | 2.4% | $6,751 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.33万 | 0.08% | 1,961 | -148 | -7.0% | -$2.14万 | 减仓 |
| USMV | ISHARES TR | $26.56万 | 0.07% | 2,864 | 8 | 0.3% | $742 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $26.06万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $24.90万 | 0.07% | 5,734 | 435 | 8.2% | $1.89万 | 加仓 |