James Reed Financial Services, Inc.
CLEVELAND OH · SEC CIK 0001911052
$1.16亿2026Q1 申报市值
17持仓数
98.0%前十大占比 · 第一大 22.6%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
VV 减仓-$126.74万
JEPQ 减仓-$103.04万
SIZE 减仓-$76.00万
VO 减仓-$57.26万
EXXON MOBIL CORP 减仓-$45.01万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SIZE | ISHARES TR | $2,614.61万 | 22.63% | 163,966 | -4,766 | -2.8% | -$76.00万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,562.17万 | 22.18% | 85,734 | -4,241 | -4.7% | -$126.74万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,338.99万 | 20.25% | 421,287 | -18,559 | -4.2% | -$103.04万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1,787.69万 | 15.48% | 586,128 | -12,497 | -2.1% | -$38.12万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,498.52万 | 12.97% | 52,181 | -1,994 | -3.7% | -$57.26万 | 减仓 |
| AIQ | GLOBAL X FDS | $141.94万 | 1.23% | 30,413 | -2,456 | -7.5% | -$11.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $121.23万 | 1.05% | 3,275 | -15 | -0.5% | -$5,553 | 减仓 |
| AAPL | APPLE INC | $113.42万 | 0.98% | 4,469 | -329 | -6.9% | -$8.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $78.27万 | 0.68% | 4,488 | -778 | -14.8% | -$13.57万 | 减仓 |
| PGR | PROGRESSIVE CORP | $68.19万 | 0.59% | 3,440 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $49.54万 | 0.43% | 1,684 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $35.93万 | 0.31% | 2,474 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.83万 | 0.30% | 2,053 | -2,653 | -56.4% | -$45.01万 | 减仓 |
| AMGN | AMGEN INC | $31.84万 | 0.28% | 905 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $26.87万 | 0.23% | 2,450 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $25.69万 | 0.22% | 430 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $21.54万 | 0.19% | 1,034 | -124 | -10.7% | -$2.58万 | 减仓 |