Second Half Financial Partners, LLC
SEBRING FL · SEC CIK 0001946654
$2.22亿2026Q1 申报市值
96持仓数
72.2%前十大占比 · 第一大 19.4%
18 / 19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
IWM 加仓+$89.10万
RKT 新建仓+$83.82万
EXPE 新建仓+$67.03万
QCOM 新建仓+$61.96万
CRM 新建仓+$61.88万
2026Q1 卖出最多 按季末市值估算
RDVY 清仓-$74.94万
PWR 清仓-$66.85万
WMT 减仓-$55.08万
JPM 减仓-$50.15万
FANG 清仓-$47.44万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -10,787 | -100.0% | -$74.94万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -1,584 | -100.0% | -$66.85万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -3,156 | -100.0% | -$47.44万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,910 | -100.0% | -$43.49万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,815 | -100.0% | -$43.12万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -2,414 | -100.0% | -$42.38万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,896 | -100.0% | -$42.31万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -10,557 | -100.0% | -$41.33万 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -954 | -100.0% | -$40.82万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -388 | -100.0% | -$26.14万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,056 | -100.0% | -$25.47万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,156 | -100.0% | -$22.55万 | 清仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,227 | -100.0% | -$21.90万 | 清仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,419 | -100.0% | -$21.71万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -367 | -100.0% | -$20.79万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -191 | -100.0% | -$20.44万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -619 | -100.0% | -$20.44万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -359 | -100.0% | -$20.39万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,778 | -100.0% | -$20.23万 | 清仓 |
| RUM | RUMBLE INC | $10.39万 | 0.05% | 20,373 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $20.04万 | 0.09% | 5,918 | 5,918 | — | $20.04万 | 新建仓 |
| UNP | UNION PAC CORP | $20.07万 | 0.09% | 827 | 827 | — | $20.07万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.43万 | 0.09% | 2,840 | -491 | -14.7% | -$3.53万 | 减仓 |
| ITA | ISHARES TR | $20.58万 | 0.09% | 941 | 941 | — | $20.58万 | 新建仓 |
| V | VISA INC | $21.37万 | 0.10% | 707 | -1,296 | -64.7% | -$39.17万 | 减仓 |
| — | UNITED STS GASOLINE FD LP | $21.72万 | 0.10% | 2,102 | 2,102 | — | $21.72万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.10万 | 0.10% | 711 | -24 | -3.3% | -$7,459 | 减仓 |
| XME | SPDR SERIES TRUST | $22.36万 | 0.10% | 2,070 | 2,070 | — | $22.36万 | 新建仓 |
| TWLO | TWILIO INC | $22.41万 | 0.10% | 1,781 | 140 | 8.5% | $1.76万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.34万 | 0.11% | 4,423 | 4,423 | — | $23.34万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.56万 | 0.11% | 1,799 | -110 | -5.8% | -$1.44万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.99万 | 0.11% | 1,640 | -155 | -8.6% | -$2.27万 | 减仓 |
| ILF | ISHARES TR | $24.16万 | 0.11% | 6,801 | -406 | -5.6% | -$1.44万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.15万 | 0.11% | 5,009 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $25.22万 | 0.11% | 903 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $25.26万 | 0.11% | 418 | 418 | — | $25.26万 | 新建仓 |
| META | META PLATFORMS INC | $25.52万 | 0.11% | 446 | 3 | 0.7% | $1,716 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $25.87万 | 0.12% | 289 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.93万 | 0.12% | 523 | -137 | -20.8% | -$6.79万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $26.49万 | 0.12% | 29,464 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $26.71万 | 0.12% | 4,320 | -160 | -3.6% | -$9,891 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $26.73万 | 0.12% | 1,093 | -117 | -9.7% | -$2.86万 | 减仓 |
| RTX | RTX CORPORATION | $27.40万 | 0.12% | 1,421 | 1,421 | — | $27.40万 | 新建仓 |
| CLS | CELESTICA INC | $28.17万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $29.58万 | 0.13% | 322 | -10 | -3.0% | -$9,187 | 减仓 |
| ETR | ENTERGY CORP NEW | $30.72万 | 0.14% | 2,734 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $30.77万 | 0.14% | 565 | 565 | — | $30.77万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $31.69万 | 0.14% | 4,767 | 663 | 16.2% | $4.41万 | 加仓 |
| HD | HOME DEPOT INC | $32.52万 | 0.15% | 989 | -23 | -2.3% | -$7,562 | 减仓 |
| T | AT&T INC | $32.68万 | 0.15% | 11,273 | 700 | 6.6% | $2.03万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $34.17万 | 0.15% | 8,666 | -93 | -1.1% | -$3,667 | 减仓 |
| TJX | TJX COS INC NEW | $34.50万 | 0.16% | 2,160 | 30 | 1.4% | $4,791 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $34.86万 | 0.16% | 856 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $36.18万 | 0.16% | 3,749 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $38.93万 | 0.18% | 5,810 | -5 | -0.1% | -$335 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $39.80万 | 0.18% | 917 | -22 | -2.3% | -$9,550 | 减仓 |
| KO | COCA COLA CO | $40.65万 | 0.18% | 5,346 | 905 | 20.4% | $6.88万 | 加仓 |
| IEF | ISHARES TR | $41.00万 | 0.18% | 4,296 | 1,257 | 41.4% | $12.00万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $41.41万 | 0.19% | 8,347 | -42 | -0.5% | -$2,084 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $45.00万 | 0.20% | 3,386 | 1,396 | 70.2% | $18.55万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.72万 | 0.21% | 975 | 361 | 58.8% | $17.30万 | 加仓 |
| ABBV | ABBVIE INC | $49.43万 | 0.22% | 2,273 | -110 | -4.6% | -$2.39万 | 减仓 |
| POWL | POWELL INDS INC | $51.35万 | 0.23% | 949 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $52.00万 | 0.23% | 2,434 | 2,434 | — | $52.00万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $53.68万 | 0.24% | 3,319 | 1,244 | 60.0% | $20.12万 | 加仓 |
| EXEL | EXELIXIS INC | $54.54万 | 0.25% | 12,717 | 12,717 | — | $54.54万 | 新建仓 |
| AVGO | BROADCOM INC | $54.91万 | 0.25% | 1,774 | 1 | 0.1% | $310 | 加仓 |
| CAT | CATERPILLAR INC | $56.04万 | 0.25% | 791 | 20 | 2.6% | $1.42万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $56.97万 | 0.26% | 4,640 | 4,640 | — | $56.97万 | 新建仓 |
| MO | ALTRIA GROUP INC | $58.73万 | 0.26% | 8,900 | 8,900 | — | $58.73万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $59.44万 | 0.27% | 9,801 | 9,801 | — | $59.44万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $61.27万 | 0.28% | 6,597 | -164 | -2.4% | -$1.52万 | 减仓 |
| CRM | SALESFORCE INC | $61.88万 | 0.28% | 3,315 | 3,315 | — | $61.88万 | 新建仓 |
| QCOM | QUALCOMM INC | $61.96万 | 0.28% | 4,811 | 4,811 | — | $61.96万 | 新建仓 |
| TSLA | TESLA INC | $63.27万 | 0.28% | 1,702 | -83 | -4.6% | -$3.09万 | 减仓 |
| GOOGL | ALPHABET INC | $66.37万 | 0.30% | 2,308 | 389 | 20.3% | $11.19万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $67.03万 | 0.30% | 2,903 | 2,903 | — | $67.03万 | 新建仓 |
| TLT | ISHARES TR | $70.00万 | 0.32% | 8,075 | 2,841 | 54.3% | $24.63万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $71.82万 | 0.32% | 2,610 | -42 | -1.6% | -$1.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $78.48万 | 0.35% | 2,668 | -1,705 | -39.0% | -$50.15万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $79.64万 | 0.36% | 20,192 | 2,067 | 11.4% | $8.15万 | 加仓 |
| AMZN | AMAZON COM INC | $82.17万 | 0.37% | 3,945 | -1,638 | -29.3% | -$34.12万 | 减仓 |
| WMT | WALMART INC | $83.14万 | 0.37% | 6,690 | -4,432 | -39.8% | -$55.08万 | 减仓 |
| RKT | ROCKET COS INC | $83.82万 | 0.38% | 58,819 | 58,819 | — | $83.82万 | 新建仓 |
| MSFT | MICROSOFT CORP | $87.06万 | 0.39% | 2,352 | -561 | -19.3% | -$20.77万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $90.07万 | 0.41% | 7,460 | -34 | -0.5% | -$4,105 | 减仓 |
| NFLX | NETFLIX INC. | $95.30万 | 0.43% | 9,912 | 80 | 0.8% | $7,692 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $100.77万 | 0.45% | 2,936 | -32 | -1.1% | -$1.10万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $101.27万 | 0.46% | 2,934 | -106 | -3.5% | -$3.66万 | 减仓 |
| — | EXXON MOBIL CORP | $117.47万 | 0.53% | 6,924 | -108 | -1.5% | -$1.83万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $122.33万 | 0.55% | 24,748 | 2,084 | 9.2% | $10.30万 | 加仓 |
| STXF | EA SERIES TRUST | $125.32万 | 0.56% | 29,860 | 2,493 | 9.1% | $10.46万 | 加仓 |
| DEFR | ETF SER SOLUTIONS | $128.50万 | 0.58% | 48,310 | 5,091 | 11.8% | $13.54万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $129.24万 | 0.58% | 33,173 | 2,530 | 8.3% | $9.86万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $165.89万 | 0.75% | 74,893 | 4,284 | 6.1% | $9.49万 | 加仓 |