Second Half Financial Partners, LLC
SEBRING FL · SEC CIK 0001946654
$2.44亿2026Q2 申报市值
109持仓数
70.3%前十大占比 · 第一大 17.6%
21 / 13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
QDPL 新建仓+$118.47万
LAMR 新建仓+$79.58万
XLV 新建仓+$68.70万
SHOP 新建仓+$65.78万
FTI 新建仓+$63.77万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$117.47万
SPY 减仓-$109.78万
QCOM 清仓-$61.96万
CRM 清仓-$61.88万
EXEL 清仓-$54.54万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -6,924 | -100.0% | -$117.47万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -4,811 | -100.0% | -$61.96万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -3,315 | -100.0% | -$61.88万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -12,717 | -100.0% | -$54.54万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,319 | -100.0% | -$53.68万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -2,434 | -100.0% | -$52.00万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,386 | -100.0% | -$45.00万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -418 | -100.0% | -$25.26万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,640 | -100.0% | -$23.99万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -711 | -100.0% | -$22.10万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -707 | -100.0% | -$21.37万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -941 | -100.0% | -$20.58万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,840 | -100.0% | -$20.43万 | 清仓 |
| RUM | RUM GROUP INC | $12.92万 | 0.05% | 20,373 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $20.24万 | 0.08% | 822 | 822 | — | $20.24万 | 新建仓 |
| EZPW | EZCORP INC | $20.51万 | 0.08% | 5,932 | 5,932 | — | $20.51万 | 新建仓 |
| UPSD | ETF SER SOLUTIONS | $20.66万 | 0.08% | 7,327 | 7,327 | — | $20.66万 | 新建仓 |
| SRVR | PACER FDS TR | $20.68万 | 0.08% | 6,510 | 6,510 | — | $20.68万 | 新建仓 |
| TFC | TRUIST FINL CORP | $21.07万 | 0.09% | 4,229 | 0 | 0.0% | — | 重新持有 |
| URI | UNITED RENTALS INC | $21.30万 | 0.09% | 188 | 188 | — | $21.30万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.85万 | 0.09% | 646 | 0 | 0.0% | — | 重新持有 |
| USO | UNITED STS OIL FD LP | $21.94万 | 0.09% | 2,061 | 2,061 | — | $21.94万 | 新建仓 |
| DHI | D R HORTON INC | $22.15万 | 0.09% | 1,360 | -134 | -9.0% | -$2.18万 | 重新持有 |
| TRFK | PACER FDS TR | $22.16万 | 0.09% | 2,077 | 2,077 | — | $22.16万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.43万 | 0.09% | 903 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $22.50万 | 0.09% | 827 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $23.22万 | 0.10% | 2,400 | 2,400 | — | $23.22万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $23.35万 | 0.10% | 5,763 | 0 | 0.0% | — | 重新持有 |
| AMAT | APPLIED MATLS INC | $23.84万 | 0.10% | 330 | 330 | — | $23.84万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $24.07万 | 0.10% | 1,901 | 102 | 5.7% | $1.29万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $24.13万 | 0.10% | 6,002 | 84 | 1.4% | $3,378 | 加仓 |
| NUE | NUCOR CORP | $24.32万 | 0.10% | 1,092 | 1,092 | — | $24.32万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $24.54万 | 0.10% | 5,390 | 967 | 21.9% | $4.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.80万 | 0.10% | 427 | 427 | — | $24.80万 | 新建仓 |
| — | UNITED STS GASOLINE FD LP | $25.11万 | 0.10% | 2,439 | 337 | 16.0% | $3.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.99万 | 0.11% | 6,139 | 1,130 | 22.6% | $4.78万 | 加仓 |
| TXN | TEXAS INSTRS INC | $26.02万 | 0.11% | 873 | 873 | — | $26.02万 | 新建仓 |
| CSX | CSX CORP | $26.30万 | 0.11% | 5,534 | 5,534 | — | $26.30万 | 新建仓 |
| RTX | RTX CORPORATION | $26.59万 | 0.11% | 1,402 | -19 | -1.3% | -$3,604 | 减仓 |
| LIN | LINDE PLC | $27.14万 | 0.11% | 523 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $27.17万 | 0.11% | 29,464 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $27.18万 | 0.11% | 949 | -1,898 | -66.7% | -$54.35万 | 减仓 |
| T | AT&T INC | $27.47万 | 0.11% | 13,273 | 2,000 | 17.7% | $4.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $27.87万 | 0.11% | 1,097 | 4 | 0.4% | $1,016 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $28.27万 | 0.12% | 289 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $28.96万 | 0.12% | 2,708 | 638 | 30.8% | $6.82万 | 加仓 |
| D | DOMINION ENERGY INC | $29.50万 | 0.12% | 4,320 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $29.91万 | 0.12% | 3,163 | -1,133 | -26.4% | -$10.71万 | 减仓 |
| ILF | ISHARES TR | $30.78万 | 0.13% | 9,120 | 2,319 | 34.1% | $7.83万 | 加仓 |
| ETR | ENTERGY CORP NEW | $31.40万 | 0.13% | 2,734 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $31.49万 | 0.13% | 1,158 | 1,158 | — | $31.49万 | 新建仓 |
| META | META PLATFORMS INC | $32.16万 | 0.13% | 571 | 125 | 28.0% | $7.04万 | 加仓 |
| TJX | TJX COS INC NEW | $33.12万 | 0.14% | 2,186 | 26 | 1.2% | $3,939 | 加仓 |
| HD | HOME DEPOT INC | $35.43万 | 0.15% | 1,005 | 16 | 1.6% | $5,641 | 加仓 |
| SO | SOUTHERN CO | $35.63万 | 0.15% | 3,723 | -26 | -0.7% | -$2,488 | 减仓 |
| TWLO | TWILIO INC | $35.92万 | 0.15% | 1,741 | -40 | -2.2% | -$8,253 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.06万 | 0.15% | 868 | -49 | -5.3% | -$2.04万 | 减仓 |
| CLS | CELESTICA INC | $36.48万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $37.56万 | 0.15% | 8,706 | 40 | 0.5% | $1,726 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.40万 | 0.17% | 350 | 350 | — | $40.40万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $42.44万 | 0.17% | 8,347 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $42.68万 | 0.17% | 5,252 | -94 | -1.8% | -$7,639 | 减仓 |
| AGX | ARGAN INC | $45.12万 | 0.18% | 565 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $51.41万 | 0.21% | 5,489 | 722 | 15.1% | $6.76万 | 加仓 |
| IGF | ISHARES TR | $52.45万 | 0.22% | 7,876 | 2,066 | 35.6% | $13.76万 | 加仓 |
| LLY | ELI LILLY & CO | $57.17万 | 0.23% | 477 | 155 | 48.1% | $18.58万 | 加仓 |
| ABBV | ABBVIE INC | $57.20万 | 0.23% | 2,273 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $59.31万 | 0.24% | 6,757 | 160 | 2.4% | $1.40万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $59.39万 | 0.24% | 44,906 | 44,906 | — | $59.39万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.80万 | 0.25% | 1,195 | 220 | 22.6% | $11.01万 | 加仓 |
| FTI | TECHNIPFMC PLC | $63.77万 | 0.26% | 9,619 | 9,619 | — | $63.77万 | 新建仓 |
| AVGO | BROADCOM INC | $64.29万 | 0.26% | 1,702 | -72 | -4.1% | -$2.72万 | 减仓 |
| SHOP | SHOPIFY INC | $65.78万 | 0.27% | 5,761 | 5,761 | — | $65.78万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.52万 | 0.27% | 11,545 | 1,744 | 17.8% | $10.05万 | 加仓 |
| NFLX | NETFLIX INC. | $68.16万 | 0.28% | 9,546 | -366 | -3.7% | -$2.61万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $68.70万 | 0.28% | 4,330 | 4,330 | — | $68.70万 | 新建仓 |
| TSLA | TESLA INC | $69.10万 | 0.28% | 1,643 | -59 | -3.5% | -$2.48万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $69.62万 | 0.29% | 12,986 | 7,120 | 121.4% | $38.17万 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $71.85万 | 0.29% | 856 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $72.58万 | 0.30% | 2,031 | -277 | -12.0% | -$9.90万 | 减仓 |
| MO | ALTRIA GROUP INC | $73.84万 | 0.30% | 10,263 | 1,363 | 15.3% | $9.81万 | 加仓 |
| WMT | WALMART INC | $75.01万 | 0.31% | 6,623 | -67 | -1.0% | -$7,588 | 减仓 |
| ANET | ARISTA NETWORKS INC | $78.59万 | 0.32% | 4,626 | -14 | -0.3% | -$2,378 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $79.58万 | 0.33% | 5,102 | 5,102 | — | $79.58万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $80.24万 | 0.33% | 2,527 | -83 | -3.2% | -$2.64万 | 减仓 |
| CAT | CATERPILLAR INC | $82.13万 | 0.34% | 771 | -20 | -2.5% | -$2.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $82.81万 | 0.34% | 2,530 | -138 | -5.2% | -$4.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $82.88万 | 0.34% | 2,222 | -130 | -5.5% | -$4.85万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $83.52万 | 0.34% | 3,264 | 361 | 12.4% | $9.24万 | 加仓 |
| RKT | ROCKET COS INC | $83.68万 | 0.34% | 53,129 | -5,690 | -9.7% | -$8.96万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $85.26万 | 0.35% | 2,934 | 0 | 0.0% | — | 不变 |
| OSCV | ETF SER SOLUTIONS | $86.19万 | 0.35% | 20,429 | 237 | 1.2% | $9,999 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $104.00万 | 0.43% | 2,936 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $106.49万 | 0.44% | 4,468 | 523 | 13.3% | $12.47万 | 加仓 |
| QDPL | PACER FDS TR | $118.47万 | 0.49% | 26,286 | 26,286 | — | $118.47万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $122.04万 | 0.50% | 8,044 | 584 | 7.8% | $8.86万 | 加仓 |
| TLT | ISHARES TR | $124.19万 | 0.51% | 14,370 | 6,295 | 78.0% | $54.40万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $127.03万 | 0.52% | 47,497 | -813 | -1.7% | -$2.17万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $132.29万 | 0.54% | 23,773 | -975 | -3.9% | -$5.43万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $134.14万 | 0.55% | 32,518 | -655 | -2.0% | -$2.70万 | 减仓 |