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 |
|---|---|---|---|---|---|---|---|---|
| VCRM | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -3,310 | -100.0% | -$24.87万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -3,205 | -100.0% | -$24.80万 | 清仓 |
| — | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -4,845 | -100.0% | -$24.71万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -311 | -100.0% | -$21.86万 | 清仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -7,744 | -100.0% | -$20.34万 | 清仓 |
| MO | ALTRIA GROUP INC | $2,230 | 0.00% | 31 | -10,085 | -99.7% | -$72.55万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $3,618 | 0.00% | 20 | -8,410 | -99.8% | -$152.14万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $6,305 | 0.00% | 109 | -4,330 | -97.5% | -$25.05万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $2.84万 | 0.02% | 583 | -4,773 | -89.1% | -$23.23万 | 减仓 |
| IYG | ISHARES TR | $4.18万 | 0.03% | 462 | -2,075 | -81.8% | -$18.77万 | 减仓 |
| FDX | FEDEX CORP | $4.70万 | 0.03% | 150 | -520 | -77.6% | -$16.28万 | 减仓 |
| KO | COCA COLA CO | $5.45万 | 0.03% | 671 | -3,021 | -81.8% | -$24.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5.66万 | 0.04% | 223 | -635 | -74.0% | -$16.13万 | 减仓 |
| NOBL | PROSHARES TR | $6.78万 | 0.04% | 1,208 | -9,204 | -88.4% | -$51.69万 | 减仓 |
| HACK | AMPLIFY ETF TR | $6.95万 | 0.04% | 662 | 662 | — | $6.95万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $7.13万 | 0.04% | 929 | -4,317 | -82.3% | -$33.13万 | 减仓 |
| BAC | BANK OF AMER CORP | $7.89万 | 0.05% | 1,385 | -3,393 | -71.0% | -$19.33万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $8.50万 | 0.05% | 903 | 903 | — | $8.50万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $8.81万 | 0.06% | 385 | -620 | -61.7% | -$14.18万 | 减仓 |
| MRK | MERCK & CO INC | $9.18万 | 0.06% | 714 | -1,816 | -71.8% | -$23.34万 | 减仓 |
| — | AMPLIFY ETF TR | $9.74万 | 0.06% | 1,409 | -2,846 | -66.9% | -$19.67万 | 减仓 |
| R | RYDER SYS INC | $9.96万 | 0.06% | 377 | -604 | -61.6% | -$15.95万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $10.85万 | 0.07% | 473 | 473 | — | $10.85万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $11.48万 | 0.07% | 1,924 | -3,436 | -64.1% | -$20.51万 | 减仓 |
| VPU | VANGUARD WORLD FD | $11.56万 | 0.07% | 591 | -1,067 | -64.4% | -$20.87万 | 减仓 |
| CAT | CATERPILLAR INC | $11.71万 | 0.07% | 110 | -271 | -71.1% | -$28.86万 | 减仓 |
| MCK | MCKESSON CORP | $12.09万 | 0.08% | 160 | -312 | -66.1% | -$23.57万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $12.54万 | 0.08% | 505 | -569 | -53.0% | -$14.13万 | 减仓 |
| URI | UNITED RENTALS INC | $12.66万 | 0.08% | 112 | -617 | -84.6% | -$69.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $12.76万 | 0.08% | 307 | -653 | -68.0% | -$27.14万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $13.45万 | 0.08% | 566 | -1,390 | -71.1% | -$33.02万 | 减仓 |
| FRDM | EA SERIES TRUST | $13.79万 | 0.09% | 1,892 | 1,892 | — | $13.79万 | 新建仓 |
| ITA | ISHARES TR | $13.84万 | 0.09% | 571 | -910 | -61.4% | -$22.06万 | 减仓 |
| DBEF | DBX ETF TR | $14.34万 | 0.09% | 2,625 | -8,953 | -77.3% | -$48.91万 | 减仓 |
| CMI | CUMMINS INC | $14.59万 | 0.09% | 205 | -392 | -65.7% | -$27.90万 | 减仓 |
| PAVE | GLOBAL X FDS | $14.75万 | 0.09% | 2,504 | 2,504 | — | $14.75万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $15.49万 | 0.10% | 1,765 | -2,968 | -62.7% | -$26.05万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $15.85万 | 0.10% | 523 | -371 | -41.5% | -$11.24万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $17.84万 | 0.11% | 3,740 | -900 | -19.4% | -$4.29万 | 减仓 |
| EMXC | ISHARES INC | $18.06万 | 0.11% | 1,765 | -7,225 | -80.4% | -$73.91万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $18.08万 | 0.11% | 2,598 | -1,153 | -30.7% | -$8.02万 | 减仓 |
| IYJ | ISHARES TR | $18.20万 | 0.11% | 1,092 | -2,328 | -68.1% | -$38.80万 | 减仓 |
| AMAT | APPLIED MATLS INC | $18.65万 | 0.12% | 258 | 258 | — | $18.65万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.10万 | 0.13% | 7,257 | 7,257 | — | $20.10万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $20.83万 | 0.13% | 4,683 | -4,257 | -47.6% | -$18.94万 | 减仓 |
| GIS | GENERAL MILLS INC | $21.23万 | 0.13% | 6,100 | -375 | -5.8% | -$1.30万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.29万 | 0.13% | 2,404 | 2,404 | — | $21.29万 | 新建仓 |
| SOXX | ISHARES TR | $22.31万 | 0.14% | 348 | -382 | -52.3% | -$24.49万 | 减仓 |
| GLW | CORNING INC | $22.73万 | 0.14% | 890 | -651 | -42.2% | -$16.63万 | 减仓 |
| IVW | ISHARES TR | $23.91万 | 0.15% | 1,738 | -1,505 | -46.4% | -$20.70万 | 减仓 |
| MGK | VANGUARD WORLD FD | $24.54万 | 0.15% | 2,792 | -1,103 | -28.3% | -$9.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $24.83万 | 0.16% | 362 | -303 | -45.6% | -$20.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.62万 | 0.16% | 512 | -130 | -20.2% | -$6.51万 | 减仓 |
| TSLA | TESLA INC | $25.78万 | 0.16% | 613 | -827 | -57.4% | -$34.78万 | 减仓 |
| INTC | INTEL CORP | $26.22万 | 0.17% | 1,878 | 1,878 | — | $26.22万 | 新建仓 |
| SMLV | SPDR SERIES TRUST | $26.34万 | 0.17% | 1,674 | -851 | -33.7% | -$13.39万 | 减仓 |
| V | VISA INC | $27.58万 | 0.17% | 804 | -221 | -21.6% | -$7.58万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.23万 | 0.18% | 15,923 | -1,000 | -5.9% | -$1.77万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $28.54万 | 0.18% | 3,056 | -3,642 | -54.4% | -$34.01万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $28.97万 | 0.18% | 4,869 | -5,665 | -53.8% | -$33.71万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $29.30万 | 0.18% | 5,850 | -8,713 | -59.8% | -$43.64万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.38万 | 0.19% | 523 | 523 | — | $30.38万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.50万 | 0.19% | 326 | -423 | -56.5% | -$39.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.52万 | 0.19% | 2,081 | -4,363 | -67.7% | -$63.98万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $30.82万 | 0.19% | 10,472 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $31.84万 | 0.20% | 14,065 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $33.18万 | 0.21% | 443 | 10 | 2.3% | $7,489 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $33.55万 | 0.21% | 6,429 | -1,859 | -22.4% | -$9.70万 | 减仓 |
| VO | VANGUARD INDEX FDS | $37.87万 | 0.24% | 4,700 | -4,004 | -46.0% | -$32.26万 | 减仓 |
| SLV | ISHARES SILVER TR | $40.47万 | 0.25% | 7,569 | -10,162 | -57.3% | -$54.34万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $46.09万 | 0.29% | 2,709 | -1,192 | -30.6% | -$20.28万 | 减仓 |
| CSCO | CISCO SYS INC | $46.19万 | 0.29% | 3,932 | -6,450 | -62.1% | -$75.76万 | 减仓 |
| WMT | WALMART INC | $46.38万 | 0.29% | 4,095 | -2,429 | -37.2% | -$27.51万 | 减仓 |
| GLD | SPDR GOLD TR | $47.48万 | 0.30% | 1,289 | -1,454 | -53.0% | -$53.56万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $48.17万 | 0.30% | 2,602 | -26 | -1.0% | -$4,814 | 减仓 |
| GRC | GORMAN RUPP CO | $48.64万 | 0.31% | 5,302 | 1,046 | 24.6% | $9.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $49.59万 | 0.31% | 1,515 | -1,117 | -42.4% | -$36.56万 | 减仓 |
| PYLD | PIMCO ETF TR | $51.14万 | 0.32% | 19,284 | -2,602 | -11.9% | -$6.90万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $52.74万 | 0.33% | 1,575 | -2,347 | -59.8% | -$78.58万 | 减仓 |
| GE | GE AEROSPACE | $55.43万 | 0.35% | 1,483 | -1,369 | -48.0% | -$51.17万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $68.35万 | 0.43% | 12,955 | -10,563 | -44.9% | -$55.73万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $71.94万 | 0.45% | 20,513 | 463 | 2.3% | $1.62万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.47% | 1 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $76.05万 | 0.48% | 10,071 | -5,812 | -36.6% | -$43.89万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $79.47万 | 0.50% | 1,664 | -853 | -33.9% | -$40.74万 | 减仓 |
| GOOG | ALPHABET INC | $87.52万 | 0.55% | 2,477 | -1,290 | -34.2% | -$45.58万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $89.68万 | 0.56% | 10,855 | 1,813 | 20.1% | $14.98万 | 加仓 |
| CNC | CENTENE CORP DEL | $92.20万 | 0.58% | 14,364 | -200 | -1.4% | -$1.28万 | 减仓 |
| LLY | ELI LILLY & CO | $93.20万 | 0.59% | 777 | -426 | -35.4% | -$51.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $93.70万 | 0.59% | 4,683 | -2,681 | -36.4% | -$53.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $105.31万 | 0.66% | 1,430 | -85 | -5.6% | -$6.26万 | 减仓 |
| AVGO | BROADCOM INC | $123.10万 | 0.78% | 3,259 | -1,789 | -35.4% | -$67.57万 | 减仓 |
| GEV | GE VERNOVA INC | $123.60万 | 0.78% | 1,052 | -301 | -22.2% | -$35.36万 | 减仓 |
| GOOGL | ALPHABET INC | $148.43万 | 0.93% | 4,154 | -1,713 | -29.2% | -$61.21万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $160.85万 | 1.01% | 46,460 | -36,116 | -43.7% | -$125.03万 | 减仓 |
| COWZ | PACER FDS TR | $161.23万 | 1.02% | 25,921 | -17,132 | -39.8% | -$106.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $219.38万 | 1.38% | 5,881 | -4,468 | -43.2% | -$166.67万 | 减仓 |
| AMZN | AMAZON COM INC | $233.43万 | 1.47% | 9,794 | -8,159 | -45.4% | -$194.46万 | 减仓 |
| — | EXXON MOBIL CORP | $291.38万 | 1.84% | 21,312 | -6,090 | -22.2% | -$83.26万 | 减仓 |
| AAPL | APPLE INC | $323.02万 | 2.03% | 11,163 | -13,915 | -55.5% | -$402.65万 | 减仓 |