James Reed Financial Services, Inc.
CLEVELAND OH · SEC CIK 0001911052
$1.31亿2026Q2 申报市值
19持仓数
97.8%前十大占比 · 第一大 22.3%
2 / 0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
AMD 新建仓+$25.44万
SNDK 新建仓+$21.37万
CGGE 加仓+$18.97万
JEPQ 加仓+$17.41万
VO 加仓+$2,498
2026Q2 卖出最多 按季末市值估算
VV 减仓-$39.10万
AIQ 减仓-$6.10万
SIZE 减仓-$1.52万
VONG 减仓-$8,819
NVDA 减仓-$3,802
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $21.37万 | 0.16% | 94 | 94 | — | $21.37万 | 新建仓 |
| AMZN | AMAZON COM INC | $24.64万 | 0.19% | 1,034 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $25.44万 | 0.19% | 438 | 438 | — | $25.44万 | 新建仓 |
| — | EXXON MOBIL CORP | $28.07万 | 0.21% | 2,053 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $29.53万 | 0.23% | 430 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $30.43万 | 0.23% | 2,381 | -69 | -2.8% | -$8,819 | 减仓 |
| AMGN | AMGEN INC | $32.77万 | 0.25% | 905 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $40.06万 | 0.31% | 2,474 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $55.12万 | 0.42% | 1,684 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $75.15万 | 0.57% | 3,440 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $89.42万 | 0.68% | 4,469 | -19 | -0.4% | -$3,802 | 减仓 |
| MSFT | MICROSOFT CORP | $122.16万 | 0.93% | 3,275 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $129.31万 | 0.99% | 4,469 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $193.44万 | 1.48% | 29,483 | -930 | -3.1% | -$6.10万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,681.94万 | 12.84% | 208,755 | 31 | 0.0% | $2,498 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $2,084.48万 | 15.91% | 591,511 | 5,383 | 0.9% | $18.97万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,606.64万 | 19.90% | 424,120 | 2,833 | 0.7% | $17.41万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2,909.39万 | 22.21% | 84,597 | -1,137 | -1.3% | -$39.10万 | 减仓 |
| SIZE | ISHARES TR | $2,921.68万 | 22.30% | 163,881 | -85 | -0.1% | -$1.52万 | 减仓 |