Strategic Financial Concepts, LLC
SAN ANTONIO TX · SEC CIK 0001870686
$3.36亿2026Q2 申报市值
239持仓数
31.4%前十大占比 · 第一大 4.9%
28 / 87新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HEFA 加仓+$393.51万
GARP 加仓+$311.37万
IGV 新建仓+$299.53万
JGRO 加仓+$282.40万
SPHD 新建仓+$276.03万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$720.00万
BIL 减仓-$674.19万
TLH 减仓-$564.87万
DYNF 减仓-$532.16万
ILCG 减仓-$519.15万
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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES TR | $0 | 0.00% | 0 | -2,225 | -100.0% | -$24.78万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,244 | -100.0% | -$24.75万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,838 | -100.0% | -$24.66万 | 清仓 |
| SMB | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,843 | -100.0% | -$23.95万 | 清仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $0 | 0.00% | 0 | -12,092 | -100.0% | -$23.78万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -10,325 | -100.0% | -$23.66万 | 清仓 |
| — | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,733 | -100.0% | -$23.58万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -4,825 | -100.0% | -$23.18万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,108 | -100.0% | -$22.47万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,415 | -100.0% | -$22.43万 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -5,034 | -100.0% | -$22.33万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,290 | -100.0% | -$22.27万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,182 | -100.0% | -$21.68万 | 清仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,525 | -100.0% | -$21.30万 | 清仓 |
| IXN | ISHARES TR | $0 | 0.00% | 0 | -2,130 | -100.0% | -$21.29万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,256 | -100.0% | -$20.76万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,740 | -100.0% | -$20.63万 | 清仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -7,527 | -100.0% | -$20.29万 | 清仓 |
| SVM | SILVERCORP METALS INC | $0 | 0.00% | 0 | -47,200 | -100.0% | -$20.05万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $0 | 0.00% | 0 | -16,405 | -100.0% | -$18.42万 | 清仓 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -29,633 | -100.0% | -$18.33万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -16,067 | -100.0% | -$18.12万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -25,150 | -100.0% | -$17.47万 | 清仓 |
| NZF | NUVEEN MUN CR INCOME FD | $0 | 0.00% | 0 | -14,000 | -100.0% | -$17.05万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -13,720 | -100.0% | -$14.52万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -17,274 | -100.0% | -$13.02万 | 清仓 |