STEVENS CAPITAL PARTNERS
OMAHA NE · SEC CIK 0001965176
$4.16亿2026Q1 申报市值
126持仓数
48.5%前十大占比 · 第一大 16.1%
25 / 2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
DFSD 新建仓+$1,150.96万
SPYM 加仓+$302.31万
IWF 加仓+$300.53万
SCHX 加仓+$272.40万
IUSG 加仓+$270.94万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$637.10万
EVTR 减仓-$312.45万
BND 减仓-$120.93万
AGG 减仓-$68.76万
IGIB 清仓-$60.48万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $347.84万 | 0.84% | 7,259 | 954 | 15.1% | $45.71万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $384.78万 | 0.93% | 84,289 | 39,808 | 89.5% | $181.72万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $390.06万 | 0.94% | 50,962 | 39,497 | 344.5% | $302.31万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $434.55万 | 1.04% | 20,002 | 1,709 | 9.3% | $37.13万 | 加仓 |
| IWO | ISHARES TR | $444.90万 | 1.07% | 14,177 | 1,297 | 10.1% | $40.70万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $451.75万 | 1.09% | 145,913 | 60,478 | 70.8% | $187.24万 | 加仓 |
| IUSV | ISHARES TR | $491.04万 | 1.18% | 48,024 | -3,585 | -6.9% | -$36.66万 | 减仓 |
| AAPL | APPLE INC | $500.57万 | 1.20% | 19,723 | 1,744 | 9.7% | $44.26万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $511.80万 | 1.23% | 26,086 | -2,376 | -8.3% | -$46.62万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $533.25万 | 1.28% | 456,551 | 20,807 | 4.8% | $24.30万 | 加仓 |
| IWN | ISHARES TR | $535.22万 | 1.29% | 28,230 | 1,596 | 6.0% | $30.26万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $555.31万 | 1.34% | 224,369 | 93,497 | 71.4% | $231.41万 | 加仓 |
| IWP | ISHARES TR | $770.12万 | 1.85% | 60,109 | 1,093 | 1.9% | $14.00万 | 加仓 |
| UNP | UNION PAC CORP | $802.41万 | 1.93% | 33,073 | -5 | -0.0% | -$1,213 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $835.83万 | 2.01% | 287,423 | 36,252 | 14.4% | $105.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $840.13万 | 2.02% | 26,188 | 1,607 | 6.5% | $51.55万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $956.67万 | 2.30% | 101,150 | 18,445 | 22.3% | $174.45万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $977.24万 | 2.35% | 172,719 | 9,385 | 5.7% | $53.10万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,021.17万 | 2.46% | 332,847 | 19,288 | 6.2% | $59.18万 | 加仓 |
| TPR | TAPESTRY INC | $1,102.61万 | 2.65% | 78,138 | 9 | 0.0% | $1,270 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,150.96万 | 2.77% | 240,385 | 240,385 | — | $1,150.96万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,197.05万 | 2.88% | 235,871 | -61,566 | -20.7% | -$312.45万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,309.71万 | 3.15% | 71,072 | 4,946 | 7.5% | $91.14万 | 加仓 |
| IUSG | ISHARES TR | $1,396.39万 | 3.36% | 90,026 | 17,468 | 24.1% | $270.94万 | 加仓 |
| IWF | ISHARES TR | $1,524.08万 | 3.66% | 35,743 | 7,048 | 24.6% | $300.53万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,707.89万 | 4.11% | 666,106 | 106,241 | 19.0% | $272.40万 | 加仓 |
| ITOT | ISHARES TR | $1,757.76万 | 4.23% | 123,412 | 9,423 | 8.3% | $134.21万 | 加仓 |
| IVV | ISHARES TR | $2,334.87万 | 5.61% | 35,745 | -173 | -0.5% | -$11.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $6,685.56万 | 16.08% | 153,061 | -14,586 | -8.7% | -$637.10万 | 减仓 |