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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $8,000 | 0.00% | 97 | 97 | — | $8,000 | 新建仓 |
| GLD | SPDR GOLD TR | $8,000 | 0.00% | 20 | 20 | — | $8,000 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $7,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $7,000 | 0.00% | 741 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $7,000 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $7,000 | 0.00% | 60 | 60 | — | $7,000 | 新建仓 |
| VHT | VANGUARD WORLD FD | $7,000 | 0.00% | 28 | 28 | — | $7,000 | 新建仓 |
| AVGO | BROADCOM INC | $7,000 | 0.00% | 25 | 25 | — | $7,000 | 新建仓 |
| VDE | VANGUARD WORLD FD | $7,000 | 0.00% | 46 | 46 | — | $7,000 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $6,000 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $6,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| GEO | GEO GROUP INC NEW | $5,000 | 0.00% | 300 | -600 | -66.7% | -$1.00万 | 减仓 |
| LOW | LOWES COS INC | $5,000 | 0.00% | 21 | -30 | -58.8% | -$7,143 | 减仓 |
| CCL | CARNIVAL CORP | $5,000 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $5,000 | 0.00% | 71 | 1 | 1.4% | $70 | 加仓 |
| VAW | VANGUARD WORLD FD | $5,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $5,000 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $5,000 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,000 | 0.00% | 360 | 260 | 260.0% | $3,611 | 加仓 |
| QUAL | ISHARES TR | $5,000 | 0.00% | 31 | -34 | -52.3% | -$5,484 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $4,000 | 0.00% | 50 | -50 | -50.0% | -$4,000 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $4,000 | 0.00% | 1,299 | 27 | 2.1% | $83 | 加仓 |
| MS | MORGAN STANLEY | $4,000 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $4,000 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $4,000 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $4,000 | 0.00% | 33 | 33 | — | $4,000 | 新建仓 |
| IEMG | ISHARES INC | $4,000 | 0.00% | 70 | 70 | — | $4,000 | 新建仓 |
| UPS | UNITED PARCEL SERVICE INC | $3,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $3,000 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3,000 | 0.00% | 41 | 34 | 485.7% | $2,488 | 加仓 |
| WMB | WILLIAMS COS INC | $3,000 | 0.00% | 53 | 53 | — | $3,000 | 新建仓 |
| NIO | NIO INC | $2,000 | 0.00% | 400 | 400 | — | $2,000 | 新建仓 |
| ECL | ECOLAB INC | $2,000 | 0.00% | 10 | 10 | — | $2,000 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $1,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $1,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -465 | -100.0% | -$7.10万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.70万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -227 | -100.0% | -$1.40万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -225 | -100.0% | -$1.00万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -73 | -100.0% | -$9,000 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -81 | -100.0% | -$6,000 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -200 | -100.0% | -$3,000 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -6 | -100.0% | -$3,000 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -16 | -100.0% | -$2,000 | 清仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -19 | -100.0% | -$1,000 | 清仓 |
| NUS | NU SKIN ENTERPRISES INC | $0 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| TDAY | GANNETT CO INC | $0 | 0.00% | 0 | -250 | -100.0% | -$1,000 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -6 | -100.0% | — | 清仓 |
| — | HARVARD BIOSCIENCE INC | $0 | 0.00% | 30 | -270 | -90.0% | — | 减仓 |
| UCO | PROSHARES TR II | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -33 | -100.0% | — | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 11 | 8 | 266.7% | — | 加仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LUCID GROUP INC | $0 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $0 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $0 | 0.00% | 20 | 0 | 0.0% | — | 不变 |