626 Financial, LLC
PORTAGE MI · SEC CIK 0001911035
$2.57亿2026Q2 申报市值
127持仓数
52.8%前十大占比 · 第一大 11.1%
9 / 6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
QQQM 加仓+$633.84万
DFAX 加仓+$137.41万
DTD 加仓+$101.54万
VO 重新持有+$89.40万
WTV 加仓+$81.94万
2026Q2 卖出最多 按季末市值估算
SYK 减仓-$203.35万
IWY 减仓-$126.57万
XLU 清仓-$46.03万
TJX 清仓-$36.14万
GLW 重新持有-$29.73万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $28.30万 | 0.11% | 691 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $28.06万 | 0.11% | 3,453 | 3 | 0.1% | $244 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $27.21万 | 0.11% | 10,037 | 0 | 0.0% | — | 不变 |
| MBWM | MERCANTILE BK CORP | $26.99万 | 0.11% | 4,701 | -175 | -3.6% | -$1.00万 | 减仓 |
| MCD | MCDONALDS CORP | $26.98万 | 0.11% | 998 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $26.72万 | 0.10% | 1,076 | 1,076 | — | $26.72万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.64万 | 0.10% | 1,686 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $26.22万 | 0.10% | 783 | 783 | — | $26.22万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $26.16万 | 0.10% | 2,981 | 781 | 35.5% | $6.85万 | 加仓 |
| GE | GE AEROSPACE | $26.11万 | 0.10% | 699 | -80 | -10.3% | -$2.99万 | 减仓 |
| ALB | ALBEMARLE CORP | $25.67万 | 0.10% | 1,901 | -170 | -8.2% | -$2.30万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $25.60万 | 0.10% | 2,645 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $25.37万 | 0.10% | 672 | 672 | — | $25.37万 | 新建仓 |
| IWO | ISHARES TR | $24.19万 | 0.09% | 614 | 614 | — | $24.19万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $23.66万 | 0.09% | 752 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $23.23万 | 0.09% | 1,524 | 1 | 0.1% | $152 | 加仓 |
| ETN | EATON CORP PLC | $23.20万 | 0.09% | 545 | 545 | — | $23.20万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $22.81万 | 0.09% | 2,400 | -945 | -28.3% | -$8.98万 | 重新持有 |
| CRM | SALESFORCE INC | $22.65万 | 0.09% | 1,446 | -722 | -33.3% | -$11.31万 | 减仓 |
| WHR | WHIRLPOOL CORP | $21.99万 | 0.09% | 5,579 | 119 | 2.2% | $4,691 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $21.64万 | 0.08% | 996 | 996 | — | $21.64万 | 新建仓 |
| TSN | TYSON FOODS INC | $21.49万 | 0.08% | 3,753 | -128 | -3.3% | -$7,328 | 减仓 |
| ABT | ABBOTT LABORATORIES | $21.17万 | 0.08% | 2,333 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $20.22万 | 0.08% | 3,496 | -316 | -8.3% | -$1.83万 | 减仓 |
| FTMH | PUTNAM ETF TRUST | $17.42万 | 0.07% | 14,663 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $12.78万 | 0.05% | 11,460 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $6.57万 | 0.03% | 34,200 | 4,000 | 13.2% | $7,680 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10,032 | -100.0% | -$46.03万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -2,263 | -100.0% | -$36.14万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -792 | -100.0% | -$26.06万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -630 | -100.0% | -$22.17万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,006 | -100.0% | -$20.79万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,128 | -100.0% | -$20.14万 | 清仓 |