STEVENS CAPITAL PARTNERS
OMAHA NE · SEC CIK 0001965176
$5.26亿2026Q2 申报市值
157持仓数
45.1%前十大占比 · 第一大 14.0%
41 / 11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
SPYV 加仓+$543.51万
IVV 加仓+$344.04万
DFSD 加仓+$310.45万
SLYV 加仓+$293.79万
SCHF 加仓+$269.30万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$529.41万
IUSG 减仓-$223.36万
BND 减仓-$178.38万
BOC 减仓-$126.89万
VTEB 减仓-$121.85万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $7,381.40万 | 14.04% | 856,907 | -61,459 | -6.7% | -$529.41万 | 减仓 |
| IVV | ISHARES TR | $3,020.98万 | 5.75% | 40,339 | 4,594 | 12.9% | $344.04万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,099.70万 | 3.99% | 713,455 | 47,349 | 7.1% | $139.35万 | 加仓 |
| ITOT | ISHARES TR | $2,031.12万 | 3.86% | 123,645 | 233 | 0.2% | $3.83万 | 加仓 |
| IWF | ISHARES TR | $1,717.51万 | 3.27% | 138,319 | -4,653 | -3.3% | -$57.78万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,593.46万 | 3.03% | 262,126 | 89,407 | 51.8% | $543.51万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,561.33万 | 2.97% | 79,015 | 7,943 | 11.2% | $156.95万 | 加仓 |
| IUSG | ISHARES TR | $1,469.94万 | 2.80% | 78,151 | -11,875 | -13.2% | -$223.36万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,458.29万 | 2.77% | 305,400 | 65,015 | 27.0% | $310.45万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1,397.44万 | 2.66% | 128,076 | 26,926 | 26.6% | $293.79万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,350.58万 | 2.57% | 266,333 | 30,462 | 12.9% | $154.47万 | 加仓 |
| TPR | TAPESTRY INC | $1,144.41万 | 2.18% | 78,181 | 43 | 0.1% | $6,294 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,064.46万 | 2.02% | 294,619 | 7,196 | 2.5% | $26.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,062.69万 | 2.02% | 28,718 | 2,530 | 9.7% | $93.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,045.06万 | 1.99% | 329,569 | -3,278 | -1.0% | -$10.39万 | 减仓 |
| UNP | UNION PAC CORP | $986.56万 | 1.88% | 36,270 | 3,197 | 9.7% | $86.96万 | 加仓 |
| IWP | ISHARES TR | $949.50万 | 1.81% | 64,852 | 4,743 | 7.9% | $69.44万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $890.80万 | 1.69% | 321,590 | 97,221 | 43.3% | $269.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $725.91万 | 1.38% | 33,309 | 7,223 | 27.7% | $157.41万 | 加仓 |
| AAPL | APPLE INC | $692.74万 | 1.32% | 23,940 | 4,217 | 21.4% | $122.02万 | 加仓 |
| IWN | ISHARES TR | $673.27万 | 1.28% | 30,437 | 2,207 | 7.8% | $48.82万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $665.43万 | 1.27% | 180,479 | 34,566 | 23.7% | $127.45万 | 加仓 |
| IUSV | ISHARES TR | $649.20万 | 1.23% | 58,938 | 10,914 | 22.7% | $120.22万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $587.07万 | 1.12% | 161,907 | 63,245 | 64.1% | $229.33万 | 加仓 |
| IWO | ISHARES TR | $563.10万 | 1.07% | 14,293 | 116 | 0.8% | $4.57万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $541.05万 | 1.03% | 22,266 | 2,264 | 11.3% | $55.01万 | 加仓 |
| BOC | BOSTON OMAHA CORP | $495.85万 | 0.94% | 363,526 | -93,025 | -20.4% | -$126.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $446.98万 | 0.85% | 22,339 | 9,000 | 67.5% | $180.08万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $426.61万 | 0.81% | 84,662 | 373 | 0.4% | $1.88万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $404.42万 | 0.77% | 46,019 | -4,943 | -9.7% | -$43.44万 | 减仓 |
| IJT | ISHARES TR | $391.45万 | 0.74% | 21,918 | -275 | -1.2% | -$4.91万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $379.30万 | 0.72% | 53,235 | 7,710 | 16.9% | $54.93万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $376.19万 | 0.72% | 42,488 | 20,747 | 95.4% | $183.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $375.78万 | 0.71% | 7,510 | 251 | 3.5% | $12.56万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $369.23万 | 0.70% | 30,994 | 9,173 | 42.0% | $109.28万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $354.37万 | 0.67% | 6,100 | 277 | 4.8% | $16.09万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $344.47万 | 0.66% | 50,987 | -202 | -0.4% | -$1.36万 | 减仓 |
| IEMG | ISHARES INC | $323.52万 | 0.62% | 39,053 | 545 | 1.4% | $4.51万 | 加仓 |
| AMZN | AMAZON COM INC | $318.08万 | 0.60% | 13,346 | 2,182 | 19.5% | $52.00万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $307.00万 | 0.58% | 25,800 | -991 | -3.7% | -$11.79万 | 减仓 |
| POOL | POOL CORP | $298.86万 | 0.57% | 13,907 | 6,309 | 83.0% | $135.58万 | 加仓 |
| META | META PLATFORMS INC | $290.73万 | 0.55% | 5,161 | 650 | 14.4% | $36.62万 | 加仓 |
| GOOGL | ALPHABET INC | $277.81万 | 0.53% | 7,774 | 1,252 | 19.2% | $44.74万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $267.04万 | 0.51% | 8,718 | 263 | 3.1% | $8.06万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $262.22万 | 0.50% | 15,347 | 15,347 | — | $262.22万 | 新建仓 |
| BKE | BUCKLE INC | $259.30万 | 0.49% | 61,446 | 7 | 0.0% | $295 | 加仓 |
| MSFT | MICROSOFT CORP | $255.58万 | 0.49% | 6,852 | 1,348 | 24.5% | $50.28万 | 加仓 |
| VO | VANGUARD INDEX FDS | $246.81万 | 0.47% | 30,633 | 521 | 1.7% | $4.20万 | 加仓 |
| T | AT&T INC | $244.13万 | 0.46% | 117,936 | 117,936 | — | $244.13万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $233.66万 | 0.44% | 3,129 | 246 | 8.5% | $18.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $233.01万 | 0.44% | 7,118 | 4,908 | 222.1% | $160.66万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $228.19万 | 0.43% | 56,038 | 56,038 | — | $228.19万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $222.90万 | 0.42% | 23,501 | 450 | 2.0% | $4.27万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $217.07万 | 0.41% | 23,909 | -854 | -3.4% | -$7.75万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $214.56万 | 0.41% | 13,577 | 9,987 | 278.2% | $157.82万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $214.52万 | 0.41% | 26,006 | 11,891 | 84.2% | $98.09万 | 加仓 |
| KO | COCA COLA CO | $201.41万 | 0.38% | 24,784 | 24,784 | — | $201.41万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $200.38万 | 0.38% | 24,336 | -251 | -1.0% | -$2.07万 | 减仓 |
| TSLA | TESLA INC | $192.87万 | 0.37% | 4,585 | 827 | 22.0% | $34.79万 | 加仓 |
| AVGO | BROADCOM INC | $187.67万 | 0.36% | 4,968 | 1,687 | 51.4% | $63.73万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $184.44万 | 0.35% | 54,503 | -919 | -1.7% | -$3.11万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $165.85万 | 0.32% | 34,467 | 13,072 | 61.1% | $62.90万 | 加仓 |
| GOOG | ALPHABET INC | $163.52万 | 0.31% | 4,628 | 1,182 | 34.3% | $41.76万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $153.96万 | 0.29% | 29,733 | -1,529 | -4.9% | -$7.92万 | 减仓 |
| IJR | ISHARES TR | $146.90万 | 0.28% | 9,905 | 3,398 | 52.2% | $50.40万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $146.67万 | 0.28% | 4,011 | -91 | -2.2% | -$3.33万 | 减仓 |
| IEFA | ISHARES TR | $129.98万 | 0.25% | 13,458 | -395 | -2.9% | -$3.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $123.96万 | 0.24% | 2,414 | 141 | 6.2% | $7.24万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $123.70万 | 0.24% | 24,456 | -24,091 | -49.6% | -$121.85万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $123.26万 | 0.23% | 20,651 | 5,880 | 39.8% | $35.10万 | 加仓 |
| VV | VANGUARD INDEX FDS | $121.54万 | 0.23% | 3,534 | -10 | -0.3% | -$3,439 | 减仓 |
| IJH | ISHARES TR | $116.27万 | 0.22% | 15,079 | 219 | 1.5% | $1.69万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $113.78万 | 0.22% | 26,874 | 26,874 | — | $113.78万 | 新建仓 |
| IDEV | ISHARES TR | $112.99万 | 0.21% | 12,694 | -6,345 | -33.3% | -$56.48万 | 减仓 |
| SPGI | S&P GLOBAL INC | $95.20万 | 0.18% | 2,337 | 70 | 3.1% | $2.85万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $85.79万 | 0.16% | 11,686 | -24,299 | -67.5% | -$178.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $83.70万 | 0.16% | 1,137 | 182 | 19.1% | $13.40万 | 加仓 |
| IWS | ISHARES TR | $80.71万 | 0.15% | 4,904 | 66 | 1.4% | $1.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $80.06万 | 0.15% | 694 | 694 | — | $80.06万 | 新建仓 |
| MLPA | GLOBAL X FDS | $75.58万 | 0.14% | 14,238 | -3,221 | -18.4% | -$17.10万 | 减仓 |
| VGT | VANGUARD WORLD FD | $75.41万 | 0.14% | 6,309 | -275 | -4.2% | -$3.29万 | 减仓 |
| AMAT | APPLIED MATLS INC | $73.13万 | 0.14% | 1,011 | 218 | 27.5% | $15.77万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $72.46万 | 0.14% | 1,445 | 56 | 4.0% | $2.81万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $70.22万 | 0.13% | 11,648 | 11,648 | — | $70.22万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $70.21万 | 0.13% | 2,316 | 200 | 9.5% | $6.06万 | 加仓 |
| NI | NISOURCE INC | $67.35万 | 0.13% | 14,164 | 14,164 | — | $67.35万 | 新建仓 |
| LLY | ELI LILLY & CO | $60.09万 | 0.11% | 501 | 277 | 123.7% | $33.22万 | 加仓 |
| IWR | ISHARES TR | $59.16万 | 0.11% | 5,363 | 44 | 0.8% | $4,854 | 加仓 |
| WMT | WALMART INC | $57.81万 | 0.11% | 5,104 | 252 | 5.2% | $2.85万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $57.55万 | 0.11% | 10,209 | 10,209 | — | $57.55万 | 新建仓 |
| V | VISA INC | $55.72万 | 0.11% | 1,624 | 305 | 23.1% | $10.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.31万 | 0.11% | 1,158 | 382 | 49.2% | $18.24万 | 加仓 |
| — | PRENETICS GLOBAL LTD | $53.82万 | 0.10% | 28,147 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $52.02万 | 0.10% | 757 | 130 | 20.7% | $8.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $51.68万 | 0.10% | 2,035 | 416 | 25.7% | $10.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $50.68万 | 0.10% | 7,251 | -602 | -7.7% | -$4.21万 | 减仓 |
| MUB | ISHARES TR | $47.95万 | 0.09% | 4,455 | -4,592 | -50.8% | -$49.42万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $47.88万 | 0.09% | 9,149 | -1,465 | -13.8% | -$7.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $47.87万 | 0.09% | 473 | 77 | 19.4% | $7.79万 | 加仓 |
| IJK | ISHARES TR | $47.25万 | 0.09% | 4,021 | 177 | 4.6% | $2.08万 | 加仓 |