Financial Guidance Group, Inc.
Palm Harbor FL · SEC CIK 0001929349
$2.49亿2026Q1 申报市值
89持仓数
45.8%前十大占比 · 第一大 7.4%
1 / 1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
ACIO 加仓+$64.95万
SPYM 加仓+$59.78万
QQQ 加仓+$58.24万
OSCV 加仓+$53.67万
UPSD 加仓+$52.78万
2026Q1 卖出最多 按季末市值估算
FIRST TR EXCHNG 减仓-$46.96万
ARKW 减仓-$33.70万
BNDX 减仓-$28.80万
TWLO 清仓-$25.97万
SLYV 减仓-$22.04万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,835.25万 | 7.38% | 31,797 | 1,009 | 3.3% | $58.24万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,584.69万 | 6.37% | 516,523 | -5,913 | -1.1% | -$18.14万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $1,381.82万 | 5.55% | 148,153 | 3,761 | 2.6% | $35.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,301.33万 | 5.23% | 20,010 | 170 | 0.9% | $11.06万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,274.22万 | 5.12% | 224,810 | 3,653 | 1.7% | $20.71万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,195.65万 | 4.81% | 284,949 | 15,478 | 5.7% | $64.95万 | 加仓 |
| GLDM | WORLD GOLD TR | $742.06万 | 2.98% | 80,058 | -1,198 | -1.5% | -$11.10万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $701.39万 | 2.82% | 36,546 | 599 | 1.7% | $11.50万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $693.08万 | 2.79% | 90,551 | 7,810 | 9.4% | $59.78万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $680.53万 | 2.73% | 249,004 | 10,192 | 4.3% | $27.85万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $657.04万 | 2.64% | 166,592 | 13,607 | 8.9% | $53.67万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $649.49万 | 2.61% | 131,157 | -441 | -0.3% | -$2.18万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $605.25万 | 2.43% | 149,482 | -2,261 | -1.5% | -$9.15万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $587.50万 | 2.36% | 100,466 | 1,189 | 1.2% | $6.95万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $532.66万 | 2.14% | 134,919 | 8,306 | 6.6% | $32.79万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $524.08万 | 2.11% | 167,734 | -2,300 | -1.4% | -$7.19万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $506.75万 | 2.04% | 82,720 | -1,621 | -1.9% | -$9.93万 | 减仓 |
| COWZ | PACER FDS TR | $433.57万 | 1.74% | 69,305 | -1,807 | -2.5% | -$11.30万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $429.95万 | 1.73% | 127,316 | 934 | 0.7% | $3.15万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $414.70万 | 1.67% | 117,411 | 895 | 0.8% | $3.16万 | 加仓 |
| UPSD | ETF SER SOLUTIONS | $409.23万 | 1.64% | 160,483 | 20,698 | 14.8% | $52.78万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $383.39万 | 1.54% | 67,853 | -945 | -1.4% | -$5.34万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $378.16万 | 1.52% | 170,726 | 14,026 | 9.0% | $31.07万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $376.40万 | 1.51% | 75,446 | -153 | -0.2% | -$7,633 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $376.03万 | 1.51% | 76,491 | 1,599 | 2.1% | $7.86万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $352.29万 | 1.42% | 16,381 | -47 | -0.3% | -$1.01万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $342.92万 | 1.38% | 31,326 | 1,893 | 6.4% | $20.72万 | 加仓 |
| GLD | SPDR GOLD TR | $331.84万 | 1.33% | 7,712 | -94 | -1.2% | -$4.04万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $321.21万 | 1.29% | 59,428 | 4,049 | 7.3% | $21.88万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $319.25万 | 1.28% | 85,664 | -12,600 | -12.8% | -$46.96万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $311.60万 | 1.25% | 32,945 | -2,330 | -6.6% | -$22.04万 | 减仓 |
| ARKW | ARK ETF TR | $257.92万 | 1.04% | 21,385 | -2,794 | -11.6% | -$33.70万 | 减仓 |
| AIQ | GLOBAL X FDS | $242.32万 | 0.97% | 51,921 | 4,817 | 10.2% | $22.48万 | 加仓 |
| FRDM | EA SERIES TRUST | $238.54万 | 0.96% | 43,648 | 3,495 | 8.7% | $19.10万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $228.78万 | 0.92% | 12,415 | -1,185 | -8.7% | -$21.84万 | 减仓 |
| AAPL | APPLE INC | $184.73万 | 0.74% | 7,279 | -18 | -0.2% | -$4,568 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $176.02万 | 0.71% | 31,704 | 4,033 | 14.6% | $22.39万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $172.53万 | 0.69% | 20,262 | -1,572 | -7.2% | -$13.39万 | 减仓 |
| IWS | ISHARES TR | $140.15万 | 0.56% | 9,616 | -125 | -1.3% | -$1.82万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $133.17万 | 0.54% | 28,869 | -100 | -0.3% | -$4,613 | 减仓 |
| IWN | ISHARES TR | $118.31万 | 0.48% | 6,240 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $109.27万 | 0.44% | 2,952 | -213 | -6.7% | -$7.88万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $105.84万 | 0.43% | 28,300 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $102.95万 | 0.41% | 4,943 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $100.67万 | 0.40% | 40,575 | -500 | -1.2% | -$1.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $92.50万 | 0.37% | 5,304 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $85.93万 | 0.35% | 8,544 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $84.95万 | 0.34% | 8,439 | 6 | 0.1% | $604 | 加仓 |
| VGT | VANGUARD WORLD FD | $80.66万 | 0.32% | 1,156 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $75.68万 | 0.30% | 3,542 | 0 | 0.0% | — | 不变 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $75.31万 | 0.30% | 28,037 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $68.56万 | 0.28% | 6,250 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $65.12万 | 0.26% | 1,406 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $57.43万 | 0.23% | 3,346 | -250 | -7.0% | -$4.29万 | 减仓 |
| IWF | ISHARES TR | $56.28万 | 0.23% | 1,320 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $55.92万 | 0.22% | 15,193 | 5,120 | 50.8% | $18.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $55.63万 | 0.22% | 1,734 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $54.52万 | 0.22% | 5,613 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $50.55万 | 0.20% | 11,106 | 1,519 | 15.8% | $6.91万 | 加仓 |
| AVGO | BROADCOM INC | $50.45万 | 0.20% | 1,630 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX ETF TRUST | $48.32万 | 0.19% | 9,600 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $44.38万 | 0.18% | 8,900 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $43.52万 | 0.17% | 9,900 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $40.16万 | 0.16% | 4,284 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $39.54万 | 0.16% | 1,260 | 0 | 0.0% | — | 不变 |
| USTB | VICTORY PORTFOLIOS II | $39.31万 | 0.16% | 7,772 | 1,143 | 17.2% | $5.78万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $39.24万 | 0.16% | 15,906 | 6,000 | 60.6% | $14.80万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $39.07万 | 0.16% | 7,912 | 1,161 | 17.2% | $5.73万 | 加仓 |
| KLAC | KLA CORP | $38.28万 | 0.15% | 260 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.76万 | 0.15% | 788 | -9 | -1.1% | -$4,313 | 减仓 |
| IJH | ISHARES TR | $36.63万 | 0.15% | 5,425 | -500 | -8.4% | -$3.38万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $34.34万 | 0.14% | 8,200 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $33.25万 | 0.13% | 703 | -81 | -10.3% | -$3.83万 | 减仓 |
| GPN | GLOBAL PMTS INC | $31.56万 | 0.13% | 4,690 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $31.37万 | 0.13% | 6,688 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $31.21万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $29.74万 | 0.12% | 1,011 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $29.69万 | 0.12% | 351 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TRUST | $28.55万 | 0.11% | 5,791 | -299 | -4.9% | -$1.47万 | 减仓 |
| BAC | BANK AMERICA CORP | $26.74万 | 0.11% | 5,485 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO EXCHANGE TRADED FD T | $26.16万 | 0.11% | 5,120 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.92万 | 0.10% | 5,394 | -5,993 | -52.6% | -$28.80万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $24.68万 | 0.10% | 413 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $24.61万 | 0.10% | 1,980 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $23.71万 | 0.10% | 1,032 | -35 | -3.3% | -$8,043 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.32万 | 0.09% | 3,639 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $21.65万 | 0.09% | 274 | 274 | — | $21.65万 | 新建仓 |
| EEM | ISHARES TR | $21.45万 | 0.09% | 3,777 | 0 | 0.0% | — | 不变 |
| — | ALPHA TAU MEDICAL LTD | $14.14万 | 0.06% | 20,000 | -1,945 | -8.9% | -$1.38万 | 减仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -1,826 | -100.0% | -$25.97万 | 清仓 |