STAR Financial Bank
FORT WAYNE IN · SEC CIK 0001965329
$2.12亿2026Q1 申报市值
104持仓数
59.7%前十大占比 · 第一大 11.3%
8 / 13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
GOVT 加仓+$1,043.67万
VUG 加仓+$812.82万
AGG 加仓+$787.18万
VEA 加仓+$601.25万
VO 加仓+$507.56万
2026Q1 卖出最多 按季末市值估算
BONDBLOXX ETF TR 减仓-$720.46万
IWF 减仓-$619.09万
HDV 减仓-$350.70万
HAWX 减仓-$347.76万
XTWY 减仓-$227.43万
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 |
|---|---|---|---|---|---|---|---|---|
| STLD | STEEL DYNAMICS INC | $269.68万 | 1.27% | 14,982 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $271.51万 | 1.28% | 4,704 | -649 | -12.1% | -$37.46万 | 减仓 |
| AAPL | APPLE INC | $279.19万 | 1.32% | 11,001 | -963 | -8.0% | -$24.44万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $279.52万 | 1.32% | 49,316 | -17,096 | -25.7% | -$96.90万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $313.18万 | 1.48% | 63,533 | -146,157 | -69.7% | -$720.46万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $316.33万 | 1.49% | 103,106 | 95,390 | 1,236.3% | $292.66万 | 加仓 |
| IJH | ISHARES CORE S&P MIDCAP ETF | $365.87万 | 1.73% | 54,179 | -10,146 | -15.8% | -$68.52万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $527.76万 | 2.49% | 42,455 | -3,128 | -6.9% | -$38.88万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $550.53万 | 2.60% | 109,384 | 12,095 | 12.4% | $60.87万 | 加仓 |
| VO | VANGUARD MIDCAP VIPER ETF | $926.16万 | 4.37% | 32,250 | 17,674 | 121.3% | $507.56万 | 加仓 |
| AGG | ISHARES CORE TOTAL U.S. BOND MARKET ETF | $940.29万 | 4.44% | 94,720 | 79,297 | 514.1% | $787.18万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET ETF | $1,004.16万 | 4.74% | 156,704 | 93,828 | 149.2% | $601.25万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,106.20万 | 5.22% | 213,408 | 28,592 | 15.5% | $148.21万 | 加仓 |
| — | FIRST TRUST AAA | $1,118.76万 | 5.28% | 551,112 | 110,073 | 25.0% | $223.45万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,176.62万 | 5.55% | 26,938 | 18,609 | 223.4% | $812.82万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1,280.18万 | 6.04% | 30,023 | -14,519 | -32.6% | -$619.09万 | 减仓 |
| GOVT | ISHARES US TREASURY BOND ETF | $1,322.28万 | 6.24% | 577,161 | 455,553 | 374.6% | $1,043.67万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,388.14万 | 6.55% | 267,309 | 75,114 | 39.1% | $390.07万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $2,390.78万 | 11.28% | 121,854 | 17,290 | 16.5% | $339.23万 | 加仓 |