bLong Financial, LLC
Memphis TN · SEC CIK 0001943004
$1.54亿2026Q2 申报市值
80持仓数
69.3%前十大占比 · 第一大 21.6%
4 / 2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 新建仓+$1,267.38万
HONA 新建仓+$29.05万
INTC 新建仓+$27.31万
ETN 新建仓+$21.31万
IDV 加仓+$12.94万
2026Q2 卖出最多 按季末市值估算
GRNY 清仓-$1,408.08万
DVYE 清仓-$90.41万
HON 减仓-$29.47万
UNH 重新持有-$21.11万
BRK/B 减仓-$9.51万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,316.60万 | 21.60% | 165,756 | -97 | -0.1% | -$1.94万 | 减仓 |
| AAPL | APPLE INC | $2,692.69万 | 17.54% | 93,057 | -59 | -0.1% | -$1.71万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,267.38万 | 8.25% | 41,832 | 41,832 | — | $1,267.38万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $912.61万 | 5.94% | 15,710 | -40 | -0.3% | -$2.32万 | 减仓 |
| LLY | ELI LILLY & CO | $829.17万 | 5.40% | 6,913 | 10 | 0.1% | $1.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $399.78万 | 2.60% | 10,717 | -15 | -0.1% | -$5,595 | 减仓 |
| AVGO | BROADCOM INC | $335.03万 | 2.18% | 8,869 | -39 | -0.4% | -$1.47万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $331.36万 | 2.16% | 7,680 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $280.18万 | 1.82% | 4,974 | -30 | -0.6% | -$1.69万 | 减仓 |
| IDV | ISHARES TR | $268.25万 | 1.75% | 64,746 | 3,123 | 5.1% | $12.94万 | 加仓 |
| GOOGL | ALPHABET INC | $248.37万 | 1.62% | 6,950 | 20 | 0.3% | $7,147 | 加仓 |
| MRK | MERCK & CO INC | $240.84万 | 1.57% | 18,742 | -196 | -1.0% | -$2.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $236.50万 | 1.54% | 7,225 | -100 | -1.4% | -$3.27万 | 减仓 |
| CSCO | CISCO SYS INC | $205.73万 | 1.34% | 17,515 | -125 | -0.7% | -$1.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $205.51万 | 1.34% | 4,107 | -190 | -4.4% | -$9.51万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $182.00万 | 1.19% | 6,472 | 70 | 1.1% | $1.97万 | 加仓 |
| MS | MORGAN STANLEY | $172.64万 | 1.12% | 8,259 | -100 | -1.2% | -$2.09万 | 减仓 |
| TSLA | TESLA INC | $156.29万 | 1.02% | 3,716 | 50 | 1.4% | $2.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $145.27万 | 0.95% | 5,720 | 220 | 4.0% | $5.59万 | 加仓 |
| GLW | CORNING INC | $144.32万 | 0.94% | 5,650 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $144.16万 | 0.94% | 4,080 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $110.45万 | 0.72% | 3,050 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $108.38万 | 0.71% | 4,307 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $100.99万 | 0.66% | 23,852 | -100 | -0.4% | -$4,234 | 减仓 |
| WMT | WALMART INC | $88.31万 | 0.58% | 7,797 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $87.76万 | 0.57% | 19,784 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $86.73万 | 0.56% | 15,052 | 510 | 3.5% | $2.94万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $86.01万 | 0.56% | 7,775 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $80.80万 | 0.53% | 700 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $75.10万 | 0.49% | 12,457 | 81 | 0.7% | $4,883 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $74.33万 | 0.48% | 2,220 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $71.98万 | 0.47% | 3,794 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $69.76万 | 0.45% | 4,453 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $64.28万 | 0.42% | 26,793 | -150 | -0.6% | -$3,599 | 减仓 |
| AMZN | AMAZON COM INC | $63.21万 | 0.41% | 2,652 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $63.16万 | 0.41% | 6,961 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $61.73万 | 0.40% | 8,579 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $60.63万 | 0.39% | 1,710 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $55.61万 | 0.36% | 2,450 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $50.23万 | 0.33% | 1,344 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $43.76万 | 0.29% | 2,640 | -150 | -5.4% | -$2.49万 | 减仓 |
| MCD | MCDONALDS CORP | $43.68万 | 0.28% | 1,616 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $43.53万 | 0.28% | 1,390 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $43.51万 | 0.28% | 2,010 | -223 | -10.0% | -$4.83万 | 减仓 |
| COP | CONOCOPHILLIPS | $42.00万 | 0.27% | 4,040 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $41.70万 | 0.27% | 1,871 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.06万 | 0.27% | 5,052 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $40.24万 | 0.26% | 1,350 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $34.96万 | 0.23% | 4,425 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $33.86万 | 0.22% | 2,309 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $33.72万 | 0.22% | 287 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $33.05万 | 0.22% | 13,727 | 202 | 1.5% | $4,864 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $31.46万 | 0.20% | 1,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $31.29万 | 0.20% | 15,114 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $30.11万 | 0.20% | 2,167 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $29.42万 | 0.19% | 1,314 | -1,316 | -50.0% | -$29.47万 | 减仓 |
| PEP | PEPSICO INC | $29.30万 | 0.19% | 2,164 | -100 | -4.4% | -$1.35万 | 减仓 |
| SNOW | SNOWFLAKE INC | $29.27万 | 0.19% | 1,150 | -212 | -15.6% | -$5.40万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $29.05万 | 0.19% | 1,314 | 1,314 | — | $29.05万 | 新建仓 |
| ORCL | ORACLE CORP | $28.28万 | 0.18% | 1,930 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $28.00万 | 0.18% | 570 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.31万 | 0.18% | 1,956 | 1,956 | — | $27.31万 | 新建仓 |
| SBUX | STARBUCKS CORP | $27.25万 | 0.18% | 2,667 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $26.70万 | 0.17% | 500 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $26.16万 | 0.17% | 1,853 | -72 | -3.7% | -$1.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.73万 | 0.17% | 505 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $25.64万 | 0.17% | 617 | -508 | -45.2% | -$21.11万 | 重新持有 |
| RGTI | RIGETTI COMPUTING INC | $24.92万 | 0.16% | 12,900 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $24.24万 | 0.16% | 3,261 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $23.79万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $23.73万 | 0.15% | 9,255 | -1,000 | -9.8% | -$2.56万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $22.16万 | 0.14% | 1,751 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $22.12万 | 0.14% | 670 | -100 | -13.0% | -$3.30万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.75万 | 0.14% | 1,590 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $21.58万 | 0.14% | 1,138 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $21.31万 | 0.14% | 500 | 500 | — | $21.31万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.26万 | 0.14% | 1,683 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $21.23万 | 0.14% | 815 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.09万 | 0.13% | 1,087 | -500 | -31.5% | -$9.24万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $10.66万 | 0.07% | 13,886 | -143 | -1.0% | -$1,098 | 减仓 |
| GRNY | TIDAL TRUST I | $0 | 0.00% | 0 | -589,897 | -100.0% | -$1,408.08万 | 清仓 |
| DVYE | ISHARES INC | $0 | 0.00% | 0 | -26,298 | -100.0% | -$90.41万 | 清仓 |