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 |
|---|---|---|---|---|---|---|---|---|
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -6,884 | -100.0% | -$32.94万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,494 | -100.0% | -$30.74万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,502 | -100.0% | -$28.62万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,804 | -100.0% | -$27.64万 | 清仓 |
| — | WORLD FDS TR | $0 | 0.00% | 0 | -8,560 | -100.0% | -$24.76万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,254 | -100.0% | -$24.12万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,220 | -100.0% | -$23.21万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,529 | -100.0% | -$21.95万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,367 | -100.0% | -$21.88万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,050 | -100.0% | -$20.97万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -6,764 | -100.0% | -$20.94万 | 清仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -4,987 | -100.0% | -$20.26万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $6,131 | 0.00% | 24,833 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $3.63万 | 0.01% | 27,517 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $6.08万 | 0.02% | 40,000 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $6.69万 | 0.02% | 11,097 | 1,000 | 9.9% | $6,030 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.08万 | 0.06% | 8,112 | 8,112 | — | $20.08万 | 新建仓 |
| TWLO | TWILIO INC | $20.28万 | 0.06% | 1,612 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $20.84万 | 0.06% | 2,225 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $21.57万 | 0.06% | 3,489 | -5 | -0.1% | -$309 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.17万 | 0.06% | 7,225 | 7,225 | — | $22.17万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.30万 | 0.07% | 770 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $23.53万 | 0.07% | 3,846 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.55万 | 0.07% | 4,464 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.07万 | 0.07% | 398 | -110 | -21.7% | -$6.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $24.08万 | 0.07% | 1,961 | -37 | -1.9% | -$4,543 | 减仓 |
| PAVE | GLOBAL X FDS | $24.18万 | 0.07% | 4,759 | 14 | 0.3% | $711 | 加仓 |
| MPB | MID PENN BANCORP INC | $24.59万 | 0.07% | 7,645 | 61 | 0.8% | $1,962 | 加仓 |
| VSGX | VANGUARD WORLD FD | $24.78万 | 0.07% | 3,455 | 3,455 | — | $24.78万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $24.90万 | 0.07% | 5,734 | 435 | 8.2% | $1.89万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $26.06万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $26.56万 | 0.07% | 2,864 | 8 | 0.3% | $742 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.33万 | 0.08% | 1,961 | -148 | -7.0% | -$2.14万 | 减仓 |
| RTX | RTX CORPORATION | $28.33万 | 0.08% | 1,469 | 35 | 2.4% | $6,751 | 加仓 |
| MLPX | GLOBAL X FDS | $28.34万 | 0.08% | 3,833 | 3,833 | — | $28.34万 | 新建仓 |
| AGG | ISHARES TR | $28.57万 | 0.08% | 2,878 | 10 | 0.3% | $993 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.23万 | 0.08% | 7,522 | 19 | 0.3% | $738 | 加仓 |
| GILD | GILEAD SCIENCES INC | $29.32万 | 0.08% | 2,104 | -51 | -2.4% | -$7,107 | 减仓 |
| SPYD | SPDR SERIES TRUST | $30.71万 | 0.09% | 6,747 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.59万 | 0.09% | 8,876 | -300 | -3.3% | -$1.14万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $33.70万 | 0.09% | 5,710 | -1,342 | -19.0% | -$7.92万 | 减仓 |
| — | ONCOLYTICS BIOTECH INC | $33.95万 | 0.10% | 400,000 | 400,000 | — | $33.95万 | 新建仓 |
| RYLD | GLOBAL X FDS | $34.20万 | 0.10% | 22,873 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $39.21万 | 0.11% | 3,306 | -3 | -0.1% | -$356 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $40.26万 | 0.11% | 3,074 | -421 | -12.0% | -$5.51万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.51万 | 0.11% | 3,091 | 1 | 0.0% | $131 | 加仓 |
| IGV | ISHARES TR | $40.72万 | 0.11% | 5,087 | 935 | 22.5% | $7.48万 | 加仓 |
| WMT | WALMART INC | $41.38万 | 0.12% | 3,330 | 5 | 0.2% | $621 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.36万 | 0.12% | 1,085 | 63 | 6.2% | $2.46万 | 加仓 |
| HD | HOME DEPOT INC | $44.82万 | 0.13% | 1,363 | -48 | -3.4% | -$1.58万 | 减仓 |
| IWF | ISHARES TR | $45.67万 | 0.13% | 1,071 | -6 | -0.6% | -$2,559 | 减仓 |
| TRFK | PACER FDS TR | $45.68万 | 0.13% | 7,340 | 1 | 0.0% | $62 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $46.39万 | 0.13% | 6,299 | 3 | 0.0% | $221 | 加仓 |
| VXF | VANGUARD INDEX FDS | $46.86万 | 0.13% | 2,277 | 1 | 0.0% | $206 | 加仓 |
| SMH | VANECK ETF TRUST | $47.91万 | 0.13% | 1,250 | -3 | -0.2% | -$1,150 | 减仓 |
| MCD | MCDONALDS CORP | $49.06万 | 0.14% | 1,578 | -55 | -3.4% | -$1.71万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $49.33万 | 0.14% | 10,379 | -20 | -0.2% | -$951 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $49.35万 | 0.14% | 12,845 | -976 | -7.1% | -$3.75万 | 减仓 |
| MUB | ISHARES TR | $50.52万 | 0.14% | 4,759 | 37 | 0.8% | $3,928 | 加仓 |
| CSCO | CISCO SYS INC | $51.59万 | 0.15% | 6,649 | 83 | 1.3% | $6,440 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.14万 | 0.15% | 2,133 | 78 | 3.8% | $1.91万 | 加仓 |
| SHLD | GLOBAL X FDS | $55.83万 | 0.16% | 7,881 | 3,032 | 62.5% | $21.48万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.39万 | 0.17% | 4,128 | -783 | -15.9% | -$11.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.51万 | 0.17% | 1,820 | -13 | -0.7% | -$4,393 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $61.97万 | 0.17% | 12,344 | -2,220 | -15.2% | -$11.14万 | 减仓 |
| ITA | ISHARES TR | $62.72万 | 0.18% | 2,867 | 19 | 0.7% | $4,157 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $65.34万 | 0.18% | 4,916 | -39 | -0.8% | -$5,183 | 减仓 |
| ABBV | ABBVIE INC | $68.64万 | 0.19% | 3,156 | 25 | 0.8% | $5,437 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $69.17万 | 0.19% | 6,244 | 6,244 | — | $69.17万 | 新建仓 |
| MINT | PIMCO ETF TR | $69.37万 | 0.20% | 6,898 | 2,009 | 41.1% | $20.20万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $70.34万 | 0.20% | 4,750 | 63 | 1.3% | $9,330 | 加仓 |
| NFLX | NETFLIX INC. | $73.08万 | 0.21% | 7,601 | -2,648 | -25.8% | -$25.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.42万 | 0.23% | 817 | -9 | -1.1% | -$8,969 | 减仓 |
| VTI | VANGUARD INDEX FDS | $81.86万 | 0.23% | 2,552 | 3 | 0.1% | $962 | 加仓 |
| ESML | ISHARES TR | $84.93万 | 0.24% | 18,063 | 3,986 | 28.3% | $18.74万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $88.49万 | 0.25% | 12,174 | 3,331 | 37.7% | $24.21万 | 加仓 |
| BA | BOEING CO | $88.64万 | 0.25% | 4,454 | -49 | -1.1% | -$9,752 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $89.88万 | 0.25% | 4,683 | -45 | -1.0% | -$8,637 | 减仓 |
| MA | MASTERCARD INCORPORATED | $91.94万 | 0.26% | 1,840 | -47 | -2.5% | -$2.35万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $97.22万 | 0.27% | 15,186 | 8,705 | 134.3% | $55.73万 | 加仓 |
| BX | BLACKSTONE INC | $103.87万 | 0.29% | 9,033 | -2,529 | -21.9% | -$29.08万 | 减仓 |
| NULG | NUSHARES ETF TR | $107.84万 | 0.30% | 11,858 | -546 | -4.4% | -$4.97万 | 减仓 |
| IVV | ISHARES TR | $109.61万 | 0.31% | 1,678 | -24 | -1.4% | -$1.57万 | 减仓 |
| USXF | ISHARES TR | $111.30万 | 0.31% | 20,162 | -1,141 | -5.4% | -$6.30万 | 减仓 |
| CVX | CHEVRON CORPORATION | $112.95万 | 0.32% | 5,459 | 48 | 0.9% | $9,932 | 加仓 |
| TSLA | TESLA INC | $119.31万 | 0.34% | 3,210 | 204 | 6.8% | $7.58万 | 加仓 |
| GE | GE AEROSPACE | $119.98万 | 0.34% | 4,228 | 3 | 0.1% | $851 | 加仓 |
| EUSB | ISHARES TR | $120.87万 | 0.34% | 27,786 | 5,974 | 27.4% | $25.99万 | 加仓 |
| GRNY | TIDAL TRUST I | $130.65万 | 0.37% | 54,736 | 7,779 | 16.6% | $18.57万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $141.88万 | 0.40% | 15,276 | 286 | 1.9% | $2.66万 | 加仓 |
| IVW | ISHARES TR | $153.64万 | 0.43% | 13,584 | 127 | 0.9% | $1.44万 | 加仓 |
| GEV | GE VERNOVA INC | $162.37万 | 0.46% | 1,860 | 87 | 4.9% | $7.59万 | 加仓 |
| V | VISA INC | $163.73万 | 0.46% | 5,417 | -86 | -1.6% | -$2.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $169.14万 | 0.48% | 5,750 | -289 | -4.8% | -$8.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $186.88万 | 0.53% | 3,900 | -52 | -1.3% | -$2.49万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $209.28万 | 0.59% | 8,634 | -335 | -3.7% | -$8.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $231.33万 | 0.65% | 3,871 | 5 | 0.1% | $2,988 | 加仓 |
| LLY | ELI LILLY & CO | $246.56万 | 0.69% | 2,681 | 24 | 0.9% | $2.21万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $276.25万 | 0.78% | 44,073 | -5,304 | -10.7% | -$33.25万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $293.60万 | 0.83% | 6,187 | -482 | -7.2% | -$22.87万 | 减仓 |