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 |
|---|---|---|---|---|---|---|---|---|
| VSGX | VANGUARD WORLD FD | $24.78万 | 0.07% | 3,455 | 3,455 | — | $24.78万 | 新建仓 |
| MPB | MID PENN BANCORP INC | $24.59万 | 0.07% | 7,645 | 61 | 0.8% | $1,962 | 加仓 |
| PAVE | GLOBAL X FDS | $24.18万 | 0.07% | 4,759 | 14 | 0.3% | $711 | 加仓 |
| ANET | ARISTA NETWORKS INC | $24.08万 | 0.07% | 1,961 | -37 | -1.9% | -$4,543 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $24.07万 | 0.07% | 398 | -110 | -21.7% | -$6.65万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.55万 | 0.07% | 4,464 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $23.53万 | 0.07% | 3,846 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $23.30万 | 0.07% | 770 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $22.17万 | 0.06% | 7,225 | 7,225 | — | $22.17万 | 新建仓 |
| D | DOMINION ENERGY INC | $21.57万 | 0.06% | 3,489 | -5 | -0.1% | -$309 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $20.84万 | 0.06% | 2,225 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $20.28万 | 0.06% | 1,612 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $20.08万 | 0.06% | 8,112 | 8,112 | — | $20.08万 | 新建仓 |
| NIO | NIO INC | $6.69万 | 0.02% | 11,097 | 1,000 | 9.9% | $6,030 | 加仓 |
| IAUX | I-80 GOLD CORP | $6.08万 | 0.02% | 40,000 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $3.63万 | 0.01% | 27,517 | 0 | 0.0% | — | 不变 |
| — | SANGAMO THERAPEUTICS INC | $6,131 | 0.00% | 24,833 | 0 | 0.0% | — | 不变 |
| 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 |