Socha Financial Group, LLC
CORNING NY · SEC CIK 0001967966
$1.97亿2026Q1 申报市值
14持仓数
99.4%前十大占比 · 第一大 23.6%
0 / 1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
SPY 加仓+$160.24万
GRNY 加仓+$139.93万
XLK 加仓+$51.41万
QQQ 加仓+$37.57万
PSMO 加仓+$9,777
2026Q1 卖出最多 按季末市值估算
BPRE 清仓-$134.50万
SCHB 减仓-$97.99万
GLW 减仓-$71.60万
FFLC 减仓-$37.48万
CAPE 减仓-$24.15万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -89,667 | -100.0% | -$134.50万 | 清仓 |
| PSMO | PACER FDS TR | $22.36万 | 0.11% | 7,409 | 324 | 4.6% | $9,777 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $25.91万 | 0.13% | 2,994 | 34 | 1.1% | $2,942 | 加仓 |
| TQQQ | PROSHARES TR | $29.20万 | 0.15% | 7,007 | -36 | -0.5% | -$1,500 | 减仓 |
| COWZ | PACER FDS TR | $35.75万 | 0.18% | 5,715 | -271 | -4.5% | -$1.70万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.70万 | 0.20% | 6,971 | -392 | -5.3% | -$2.18万 | 减仓 |
| CAPE | DOUBLELINE ETF TRUST | $159.82万 | 0.81% | 51,802 | -7,826 | -13.1% | -$24.15万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $229.00万 | 1.16% | 14,414 | -365 | -2.5% | -$5.80万 | 减仓 |
| GLW | CORNING INC | $526.43万 | 2.67% | 38,717 | -5,266 | -12.0% | -$71.60万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,864.39万 | 9.46% | 140,285 | 3,868 | 2.8% | $51.41万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,908.90万 | 9.68% | 760,520 | -39,041 | -4.9% | -$97.99万 | 减仓 |
| GRNY | TIDAL TRUST I | $2,867.01万 | 14.54% | 1,201,093 | 58,620 | 5.1% | $139.93万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $3,005.81万 | 15.25% | 586,099 | -7,309 | -1.2% | -$37.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,355.27万 | 22.09% | 66,969 | 2,464 | 3.8% | $160.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,646.74万 | 23.57% | 80,508 | 651 | 0.8% | $37.57万 | 加仓 |