Swisher Financial Concepts, Inc.
WESTERVILLE OH · SEC CIK 0001947503
$1.59亿2026Q2 申报市值
107持仓数
66.9%前十大占比 · 第一大 11.2%
10 / 5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
AMD 新建仓+$30.38万
INTC 新建仓+$26.22万
VGK 新建仓+$21.29万
SCHF 新建仓+$20.10万
AMAT 新建仓+$18.65万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$402.65万
AMZN 减仓-$194.46万
ABBV 减仓-$181.46万
MSFT 减仓-$166.67万
PM 减仓-$152.14万
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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $405.94万 | 2.56% | 44,737 | -6,694 | -13.0% | -$60.74万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $496.52万 | 3.13% | 136,445 | 847 | 0.6% | $3.08万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $693.19万 | 4.37% | 310,986 | -11,067 | -3.4% | -$24.67万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $733.70万 | 4.62% | 268,461 | -8,996 | -3.2% | -$24.59万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $806.94万 | 5.08% | 109,922 | 1,913 | 1.8% | $14.04万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $828.07万 | 5.22% | 220,758 | -1,641 | -0.7% | -$6.16万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $853.87万 | 5.38% | 180,904 | -8,023 | -4.2% | -$37.87万 | 减仓 |
| EUSA | ISHARES INC | $954.69万 | 6.01% | 83,605 | -85 | -0.1% | -$9,706 | 减仓 |
| ABBV | ABBVIE INC | $1,124.28万 | 7.08% | 44,678 | -7,211 | -13.9% | -$181.46万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,239.19万 | 7.81% | 251,460 | -24,067 | -8.7% | -$118.60万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,609.60万 | 10.14% | 188,279 | -1,976 | -1.0% | -$16.89万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,772.52万 | 11.16% | 47,901 | -52 | -0.1% | -$1.92万 | 减仓 |