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 |
|---|---|---|---|---|---|---|---|---|
| USO | UNITED STS OIL FD LP | $21.94万 | 0.09% | 2,061 | 2,061 | — | $21.94万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.85万 | 0.09% | 646 | 0 | 0.0% | — | 重新持有 |
| URI | UNITED RENTALS INC | $21.30万 | 0.09% | 188 | 188 | — | $21.30万 | 新建仓 |
| TFC | TRUIST FINL CORP | $21.07万 | 0.09% | 4,229 | 0 | 0.0% | — | 重新持有 |
| SRVR | PACER FDS TR | $20.68万 | 0.08% | 6,510 | 6,510 | — | $20.68万 | 新建仓 |
| UPSD | ETF SER SOLUTIONS | $20.66万 | 0.08% | 7,327 | 7,327 | — | $20.66万 | 新建仓 |
| EZPW | EZCORP INC | $20.51万 | 0.08% | 5,932 | 5,932 | — | $20.51万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.24万 | 0.08% | 822 | 822 | — | $20.24万 | 新建仓 |
| RUM | RUM GROUP INC | $12.92万 | 0.05% | 20,373 | 0 | 0.0% | — | 不变 |
| — | 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 |