Financial Connections Group, Inc.
CORTE MADERA CA · SEC CIK 0001907157
$2.88亿2026Q1 申报市值
251持仓数
56.4%前十大占比 · 第一大 15.1%
28 / 13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
JPIB 加仓+$352.88万
INMU 加仓+$105.06万
DFAI 加仓+$87.41万
BILZ 加仓+$78.33万
DIHP 加仓+$67.32万
2026Q1 卖出最多 按季末市值估算
ESGV 减仓-$91.08万
USXF 减仓-$76.67万
VIGI 减仓-$71.47万
DFIV 减仓-$60.74万
JPST 减仓-$60.43万
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 |
|---|---|---|---|---|---|---|---|---|
| ABR | ARBOR REALTY TRUST INC | $1.60万 | 0.01% | 2,078 | 79 | 4.0% | $608 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.60万 | 0.01% | 428 | 6 | 1.4% | $224 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.60万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $1.60万 | 0.01% | 164 | 164 | — | $1.60万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $1.70万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.70万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.70万 | 0.01% | 714 | 0 | 0.0% | — | 不变 |
| — | IONQ INC | $1.80万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $1.80万 | 0.01% | 1,822 | 58 | 3.3% | $573 | 加仓 |
| IRM | IRON MTN INC DEL | $1.80万 | 0.01% | 177 | 177 | — | $1.80万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.80万 | 0.01% | 345 | 345 | — | $1.80万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $1.90万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.90万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.90万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.00万 | 0.01% | 42 | -16 | -27.6% | -$7,619 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2.00万 | 0.01% | 586 | 586 | — | $2.00万 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $2.10万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.10万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $2.20万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.20万 | 0.01% | 121 | 55 | 83.3% | $1.00万 | 加仓 |
| T | AT&T INC | $2.30万 | 0.01% | 812 | 812 | — | $2.30万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2.30万 | 0.01% | 362 | 362 | — | $2.30万 | 新建仓 |
| IJK | ISHARES TR | $2.40万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $2.40万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.50万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| TFLR | T ROWE PRICE ETF INC | $2.50万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $2.60万 | 0.01% | 1,452 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.70万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2.70万 | 0.01% | 659 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $2.80万 | 0.01% | 1,501 | 26 | 1.8% | $485 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.90万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $2.90万 | 0.01% | 856 | 856 | — | $2.90万 | 新建仓 |
| TOUS | T ROWE PRICE ETF INC | $3.20万 | 0.01% | 930 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $3.20万 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $3.30万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $3.40万 | 0.01% | 1,227 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $3.40万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $3.40万 | 0.01% | 792 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.50万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $3.50万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $3.70万 | 0.01% | 558 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $3.90万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $4.00万 | 0.01% | 134 | -31 | -18.8% | -$9,254 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $4.10万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4.10万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $4.20万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $4.30万 | 0.01% | 211 | 119 | 129.3% | $2.43万 | 加仓 |
| IWV | ISHARES TR | $4.40万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $4.50万 | 0.02% | 495 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $4.50万 | 0.02% | 328 | 76 | 30.2% | $1.04万 | 加仓 |
| SRE | SEMPRA | $4.60万 | 0.02% | 474 | 16 | 3.5% | $1,553 | 加仓 |
| IDXX | IDEXX LABS INC | $4.70万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $4.80万 | 0.02% | 197 | 197 | — | $4.80万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $5.10万 | 0.02% | 198 | -38 | -16.1% | -$9,788 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $5.10万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $5.30万 | 0.02% | 706 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $5.30万 | 0.02% | 2,715 | 2,715 | — | $5.30万 | 新建仓 |
| — | EXXON MOBIL CORP | $5.30万 | 0.02% | 318 | 318 | — | $5.30万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $5.40万 | 0.02% | 191 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $5.50万 | 0.02% | 392 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $5.50万 | 0.02% | 490 | 110 | 28.9% | $1.23万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $5.90万 | 0.02% | 768 | -196 | -20.3% | -$1.51万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $6.00万 | 0.02% | 706 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $6.00万 | 0.02% | 296 | 286 | 2,860.0% | $5.80万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $6.70万 | 0.02% | 729 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7.10万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $7.40万 | 0.03% | 502 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $7.50万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $7.50万 | 0.03% | 517 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $7.50万 | 0.03% | 497 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $7.80万 | 0.03% | 1,350 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $8.90万 | 0.03% | 103 | 4 | 4.0% | $3,456 | 加仓 |
| PEP | PEPSICO INC | $9.00万 | 0.03% | 580 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9.20万 | 0.03% | 484 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $9.50万 | 0.03% | 458 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $9.70万 | 0.03% | 715 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $10.20万 | 0.04% | 773 | -577 | -42.7% | -$7.61万 | 减仓 |
| ABT | ABBOTT LABS | $10.90万 | 0.04% | 1,065 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $11.10万 | 0.04% | 548 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $11.10万 | 0.04% | 694 | 64 | 10.2% | $1.02万 | 加仓 |
| GE | GE AEROSPACE | $11.30万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $11.30万 | 0.04% | 387 | 34 | 9.6% | $9,928 | 加仓 |
| HD | HOME DEPOT INC | $11.40万 | 0.04% | 346 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $12.10万 | 0.04% | 210 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $12.40万 | 0.04% | 3,503 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $12.80万 | 0.04% | 1,682 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC | $13.60万 | 0.05% | 2,736 | -803 | -22.7% | -$3.99万 | 减仓 |
| GDX | VANECK ETF TRUST | $13.70万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| TEQI | T ROWE PRICE ETF INC | $14.40万 | 0.05% | 3,219 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE ETF INC | $15.30万 | 0.05% | 3,741 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $16.80万 | 0.06% | 3,458 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $16.90万 | 0.06% | 296 | 16 | 5.7% | $9,135 | 加仓 |
| V | VISA INC | $17.40万 | 0.06% | 578 | 55 | 10.5% | $1.66万 | 加仓 |
| BUFP | PGIM ROCK ETF TR | $17.40万 | 0.06% | 5,878 | 3,290 | 127.1% | $9.74万 | 加仓 |
| BA | BOEING CO | $19.90万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.00万 | 0.07% | 807 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $20.70万 | 0.07% | 582 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $21.70万 | 0.08% | 333 | 2 | 0.6% | $1,303 | 加仓 |
| ORCL | ORACLE CORP | $22.60万 | 0.08% | 1,541 | -1,225 | -44.3% | -$17.97万 | 减仓 |
| ABBV | ABBVIE INC | $22.70万 | 0.08% | 1,046 | 0 | 0.0% | — | 不变 |