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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| BIV | VANGUARD BD INDEX FDS | $5.90万 | 0.02% | 768 | -196 | -20.3% | -$1.51万 | 减仓 |
| 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 |
| VO | VANGUARD INDEX FDS | $5.40万 | 0.02% | 191 | 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 |
| 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 |
| VLO | VALERO ENERGY CORP | $4.80万 | 0.02% | 197 | 197 | — | $4.80万 | 新建仓 |
| IDXX | IDEXX LABS INC | $4.70万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $4.60万 | 0.02% | 474 | 16 | 3.5% | $1,553 | 加仓 |
| 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 |
| IWV | ISHARES TR | $4.40万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $4.30万 | 0.01% | 211 | 119 | 129.3% | $2.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4.20万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| 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 |
| AXP | AMERICAN EXPRESS CO | $4.00万 | 0.01% | 134 | -31 | -18.8% | -$9,254 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $3.90万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $3.70万 | 0.01% | 558 | 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 |
| 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 |
| ISRG | INTUITIVE SURGICAL INC | $3.30万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |
| ET | ENERGY TRANSFER L P | $2.80万 | 0.01% | 1,501 | 26 | 1.8% | $485 | 加仓 |
| 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 |
| LUNR | INTUITIVE MACHINES INC | $2.60万 | 0.01% | 1,452 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| — | 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 |
| 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 |
| GOVT | ISHARES TR | $1.60万 | 0.01% | 716 | 4 | 0.6% | $89 | 加仓 |
| 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 |
| DRD | DRDGOLD LIMITED | $1.50万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.50万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $1.50万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $1.50万 | 0.01% | 449 | 449 | — | $1.50万 | 新建仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $1.40万 | 0.00% | 1,440 | 13 | 0.9% | $126 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $1.40万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.40万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $1.30万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.30万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $1.30万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.30万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $1.30万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.20万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $1.20万 | 0.00% | 3,712 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $1.20万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1.20万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1.20万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $1.10万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1.10万 | 0.00% | 868 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $1.10万 | 0.00% | 561 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $1.10万 | 0.00% | 213 | 213 | — | $1.10万 | 新建仓 |
| NFLX | NETFLIX INC | $1.10万 | 0.00% | 120 | 120 | — | $1.10万 | 新建仓 |
| PPG | PPG INDS INC | $1.00万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $1.00万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $1.00万 | 0.00% | 203 | 1 | 0.5% | $49 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.00万 | 0.00% | 38 | 38 | — | $1.00万 | 新建仓 |
| EXC | EXELON CORP | $9,000 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $9,000 | 0.00% | 146 | 67 | 84.8% | $4,130 | 加仓 |
| WTMF | WISDOMTREE TR | $9,000 | 0.00% | 229 | 229 | — | $9,000 | 新建仓 |
| ANIK | ANIKA THERAPEUTICS INC | $9,000 | 0.00% | 650 | 650 | — | $9,000 | 新建仓 |
| LLY | ELI LILLY & CO | $9,000 | 0.00% | 10 | 10 | — | $9,000 | 新建仓 |
| — | ISHARES TR | $8,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $8,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $8,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $8,000 | 0.00% | 250 | 0 | 0.0% | — | 不变 |