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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $311.50万 | 0.88% | 61,103 | 2,530 | 4.3% | $12.90万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $328.35万 | 0.92% | 52,891 | 6,171 | 13.2% | $38.31万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $353.46万 | 0.99% | 44,150 | -809 | -1.8% | -$6.48万 | 减仓 |
| AVGO | BROADCOM INC | $353.64万 | 0.99% | 11,426 | -107 | -0.9% | -$3.31万 | 减仓 |
| COWZ | PACER FDS TR | $362.54万 | 1.02% | 57,950 | 7,427 | 14.7% | $46.46万 | 加仓 |
| GOOG | ALPHABET INC | $372.69万 | 1.05% | 12,992 | 2,601 | 25.0% | $74.61万 | 加仓 |
| META | META PLATFORMS INC | $382.90万 | 1.08% | 6,693 | 6 | 0.1% | $3,433 | 加仓 |
| — | EXXON MOBIL CORP | $455.36万 | 1.28% | 26,840 | 15 | 0.1% | $2,545 | 加仓 |
| GOOGL | ALPHABET INC | $457.45万 | 1.29% | 15,908 | -17 | -0.1% | -$4,888 | 减仓 |
| IEF | ISHARES TR | $466.86万 | 1.31% | 48,916 | 7,392 | 17.8% | $70.55万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $513.09万 | 1.44% | 103,928 | 6,598 | 6.8% | $32.57万 | 加仓 |
| GLD | SPDR GOLD TR | $525.03万 | 1.48% | 12,202 | 1,344 | 12.4% | $57.83万 | 加仓 |
| IJR | ISHARES TR | $616.85万 | 1.73% | 49,622 | 6,227 | 14.3% | $77.41万 | 加仓 |
| OEF | ISHARES TR | $735.44万 | 2.07% | 23,122 | 2,028 | 9.6% | $64.50万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $809.11万 | 2.28% | 145,733 | 5,771 | 4.1% | $32.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $915.05万 | 2.57% | 52,469 | -148 | -0.3% | -$2.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $935.89万 | 2.63% | 16,215 | 897 | 5.9% | $51.77万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $975.70万 | 2.74% | 45,369 | -1,506 | -3.2% | -$32.39万 | 减仓 |
| SNOW | SNOWFLAKE INC | $981.48万 | 2.76% | 65,076 | -30 | -0.0% | -$4,525 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,022.26万 | 2.87% | 201,987 | 14,455 | 7.7% | $73.16万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,123.44万 | 3.16% | 198,207 | 533 | 0.3% | $3.02万 | 加仓 |
| IJH | ISHARES TR | $1,204.83万 | 3.39% | 178,414 | 13,476 | 8.2% | $91.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,428.66万 | 4.02% | 38,595 | -1,309 | -3.3% | -$48.45万 | 减仓 |
| AMZN | AMAZON COM INC | $1,466.34万 | 4.12% | 70,406 | 580 | 0.8% | $12.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,496.75万 | 4.21% | 76,287 | 6,240 | 8.9% | $122.43万 | 加仓 |
| ACWX | ISHARES TR | $1,533.16万 | 4.31% | 223,917 | 106,052 | 90.0% | $726.14万 | 加仓 |
| 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 |
| AAPL | APPLE INC | $3,435.34万 | 9.66% | 135,362 | -4,995 | -3.6% | -$126.77万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,945.82万 | 11.10% | 90,337 | 4,142 | 4.8% | $180.92万 | 加仓 |