Swisher Financial Concepts, Inc.
WESTERVILLE OH · SEC CIK 0001947503
$1.79亿2026Q1 申报市值
102持仓数
55.9%前十大占比 · 第一大 8.6%
9 / 4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
CGIC 加仓+$342.25万
BND 加仓+$89.24万
CGMS 加仓+$80.91万
CGCP 加仓+$71.53万
IDEQ 新建仓+$63.66万
2026Q1 卖出最多 按季末市值估算
CGXU 减仓-$309.28万
CGUS 减仓-$28.40万
TDVG 清仓-$24.32万
IBIT 清仓-$22.47万
ACN 清仓-$20.44万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1,538.41万 | 8.61% | 47,953 | 1,501 | 3.2% | $48.15万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,467.06万 | 8.21% | 190,255 | 8,214 | 4.5% | $63.34万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,172.09万 | 6.56% | 275,527 | 4,668 | 1.7% | $19.86万 | 加仓 |
| ABBV | ABBVIE INC | $1,128.54万 | 6.31% | 51,889 | 23 | 0.0% | $5,002 | 加仓 |
| EUSA | ISHARES INC | $851.71万 | 4.77% | 83,690 | -1,763 | -2.1% | -$17.94万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $798.41万 | 4.47% | 222,399 | 13,623 | 6.5% | $48.91万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $795.38万 | 4.45% | 108,009 | 12,118 | 12.6% | $89.24万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $759.30万 | 4.25% | 188,927 | -1,005 | -0.5% | -$4.04万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $755.51万 | 4.23% | 277,457 | 29,715 | 12.0% | $80.91万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $719.47万 | 4.03% | 322,053 | 32,017 | 11.0% | $71.53万 | 加仓 |
| AAPL | APPLE INC | $636.44万 | 3.56% | 25,078 | 172 | 0.7% | $4.37万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $528.05万 | 2.95% | 51,431 | 58 | 0.1% | $5,955 | 加仓 |
| — | EXXON MOBIL CORP | $464.91万 | 2.60% | 27,402 | 69 | 0.3% | $1.17万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $448.96万 | 2.51% | 135,598 | 103,367 | 320.7% | $342.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $383.04万 | 2.14% | 10,349 | 500 | 5.1% | $18.51万 | 加仓 |
| AMZN | AMAZON COM INC | $373.91万 | 2.09% | 17,953 | 819 | 4.8% | $17.06万 | 加仓 |
| COWZ | PACER FDS TR | $269.34万 | 1.51% | 43,053 | -528 | -1.2% | -$3.30万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $243.51万 | 1.36% | 82,576 | -104,876 | -55.9% | -$309.28万 | 减仓 |
| GOOGL | ALPHABET INC | $168.73万 | 0.94% | 5,867 | 106 | 1.8% | $3.05万 | 加仓 |
| AVGO | BROADCOM INC | $156.24万 | 0.87% | 5,048 | -62 | -1.2% | -$1.92万 | 减仓 |
| IAU | ISHARES GOLD TR | $140.02万 | 0.78% | 15,883 | 1,815 | 12.9% | $16.00万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $139.38万 | 0.78% | 8,430 | 59 | 0.7% | $9,755 | 加仓 |
| NVDA | NVIDIA CORPORATION | $128.43万 | 0.72% | 7,364 | -248 | -3.3% | -$4.33万 | 减仓 |
| SLV | ISHARES SILVER TR | $120.82万 | 0.68% | 17,731 | 148 | 0.8% | $1.01万 | 加仓 |
| GEV | GE VERNOVA INC | $118.10万 | 0.66% | 1,353 | 47 | 3.6% | $4.10万 | 加仓 |
| GLD | SPDR GOLD TR | $118.03万 | 0.66% | 2,743 | -65 | -2.3% | -$2.80万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $115.07万 | 0.64% | 23,518 | -398 | -1.7% | -$1.95万 | 减仓 |
| LLY | ELI LILLY & CO | $110.65万 | 0.62% | 1,203 | 4 | 0.3% | $3,679 | 加仓 |
| GOOG | ALPHABET INC | $108.06万 | 0.60% | 3,767 | -60 | -1.6% | -$1.72万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $98.28万 | 0.55% | 3,922 | 31 | 0.8% | $7,768 | 加仓 |
| PG | PROCTER & GAMBLE CO | $93.07万 | 0.52% | 6,444 | 56 | 0.9% | $8,088 | 加仓 |
| QQQ | INVESCO QQQ TR | $87.48万 | 0.49% | 1,515 | -125 | -7.6% | -$7.22万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.06万 | 0.48% | 2,517 | 26 | 1.0% | $8,787 | 加仓 |
| WMT | WALMART INC | $81.07万 | 0.45% | 6,524 | 29 | 0.4% | $3,604 | 加仓 |
| GE | GE AEROSPACE | $80.93万 | 0.45% | 2,852 | 12 | 0.4% | $3,405 | 加仓 |
| CSCO | CISCO SYS INC | $80.55万 | 0.45% | 10,382 | 648 | 6.7% | $5.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $77.41万 | 0.43% | 2,632 | 28 | 1.1% | $8,235 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.63万 | 0.42% | 749 | -2 | -0.3% | -$1,993 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.40% | 1 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $70.72万 | 0.40% | 8,990 | -316 | -3.4% | -$2.49万 | 减仓 |
| MO | ALTRIA GROUP INC | $66.76万 | 0.37% | 10,116 | 91 | 0.9% | $6,005 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $64.34万 | 0.36% | 14,563 | -2,520 | -14.8% | -$11.13万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $63.66万 | 0.36% | 20,050 | 20,050 | — | $63.66万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $62.49万 | 0.35% | 2,176 | -28 | -1.3% | -$8,041 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $61.47万 | 0.34% | 1,507 | 533 | 54.7% | $21.74万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $59.25万 | 0.33% | 6,698 | -832 | -11.0% | -$7.36万 | 减仓 |
| PYLD | PIMCO ETF TR | $57.34万 | 0.32% | 21,886 | 2,632 | 13.7% | $6.90万 | 加仓 |
| DBEF | DBX ETF TR | $57.20万 | 0.32% | 11,578 | -189 | -1.6% | -$9,337 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $56.57万 | 0.32% | 3,901 | 216 | 5.9% | $3.13万 | 加仓 |
| NOBL | PROSHARES TR | $55.19万 | 0.31% | 5,206 | -352 | -6.3% | -$3.73万 | 减仓 |
| TSLA | TESLA INC | $53.53万 | 0.30% | 1,440 | -60 | -4.0% | -$2.23万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $53.18万 | 0.30% | 10,534 | -231 | -2.1% | -$1.17万 | 减仓 |
| URI | UNITED RENTALS INC | $53.09万 | 0.30% | 729 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $50.46万 | 0.28% | 3,420 | -360 | -9.5% | -$5.31万 | 减仓 |
| CNC | CENTENE CORP DEL | $47.68万 | 0.27% | 14,564 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $43.96万 | 0.25% | 4,733 | 63 | 1.3% | $5,851 | 加仓 |
| CINF | CINCINNATI FINL CORP | $41.35万 | 0.23% | 2,628 | 6 | 0.2% | $944 | 加仓 |
| CAH | CARDINAL HEALTH INC | $41.33万 | 0.23% | 1,956 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $40.84万 | 0.23% | 472 | 120 | 34.1% | $10.38万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $40.49万 | 0.23% | 5,246 | -403 | -7.1% | -$3.11万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $39.84万 | 0.22% | 8,288 | 560 | 7.2% | $2.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $39.70万 | 0.22% | 665 | 108 | 19.4% | $6.45万 | 加仓 |
| IVW | ISHARES TR | $36.69万 | 0.21% | 3,243 | -28 | -0.9% | -$3,167 | 减仓 |
| SMLV | SPDR SERIES TRUST | $34.62万 | 0.19% | 2,525 | 157 | 6.6% | $2.15万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $34.35万 | 0.19% | 8,940 | -7,392 | -45.3% | -$28.40万 | 减仓 |
| VPU | VANGUARD WORLD FD | $32.86万 | 0.18% | 1,658 | -50 | -2.9% | -$9,910 | 减仓 |
| ITA | ISHARES TR | $32.40万 | 0.18% | 1,481 | 41 | 2.8% | $8,969 | 加仓 |
| CMI | CUMMINS INC | $32.10万 | 0.18% | 597 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $31.90万 | 0.18% | 14,065 | 14,065 | — | $31.90万 | 新建仓 |
| V | VISA INC | $30.98万 | 0.17% | 1,025 | 106 | 11.5% | $3.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.76万 | 0.17% | 642 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $30.43万 | 0.17% | 2,530 | 52 | 2.1% | $6,255 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $30.00万 | 0.17% | 1,074 | 30 | 2.9% | $8,379 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.97万 | 0.16% | 5,360 | -155 | -2.8% | -$8,378 | 减仓 |
| MGK | VANGUARD WORLD FD | $28.62万 | 0.16% | 779 | 3 | 0.4% | $1,102 | 加仓 |
| IVV | ISHARES TR | $28.28万 | 0.16% | 433 | 433 | — | $28.28万 | 新建仓 |
| KO | COCA COLA CO | $28.08万 | 0.16% | 3,692 | 112 | 3.1% | $8,517 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $27.21万 | 0.15% | 5,356 | -177 | -3.2% | -$8,992 | 减仓 |
| CAT | CATERPILLAR INC | $26.99万 | 0.15% | 381 | 3 | 0.8% | $2,125 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $26.85万 | 0.15% | 10,472 | 10,472 | — | $26.85万 | 新建仓 |
| — | AMPLIFY ETF TR | $26.60万 | 0.15% | 4,255 | -85 | -2.0% | -$5,315 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $26.48万 | 0.15% | 16,923 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $26.44万 | 0.15% | 4,256 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $25.98万 | 0.15% | 960 | 50 | 5.5% | $1.35万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $25.59万 | 0.14% | 4,439 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $24.87万 | 0.14% | 3,310 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $24.80万 | 0.14% | 3,205 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $24.71万 | 0.14% | 4,845 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $24.10万 | 0.13% | 6,475 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $23.99万 | 0.13% | 730 | -6 | -0.8% | -$1,972 | 减仓 |
| FDX | FEDEX CORP | $23.86万 | 0.13% | 670 | 670 | — | $23.86万 | 新建仓 |
| BAC | BANK AMERICA CORP | $23.29万 | 0.13% | 4,778 | 4 | 0.1% | $195 | 加仓 |
| VAW | VANGUARD WORLD FD | $22.65万 | 0.13% | 1,005 | -40 | -3.8% | -$9,014 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $22.60万 | 0.13% | 3,751 | -200 | -5.1% | -$1.21万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $21.86万 | 0.12% | 311 | 311 | — | $21.86万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.24万 | 0.12% | 894 | -49 | -5.2% | -$1.16万 | 减仓 |
| IYG | ISHARES TR | $21.02万 | 0.12% | 2,537 | -156 | -5.8% | -$1.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $20.97万 | 0.12% | 858 | 858 | — | $20.97万 | 新建仓 |
| GLW | CORNING INC | $20.95万 | 0.12% | 1,541 | 1,541 | — | $20.95万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $20.58万 | 0.12% | 4,640 | 0 | 0.0% | — | 不变 |