Slagle Financial, LLC
Edwardsville IL · SEC CIK 0001984918
$3.03亿2026Q1 申报市值
121持仓数
30.4%前十大占比 · 第一大 5.4%
8 / 7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
BOND 加仓+$106.89万
SCEP 新建仓+$103.42万
JEPI 加仓+$85.46万
SCMC 新建仓+$79.52万
NVDA 加仓+$61.07万
2026Q1 卖出最多 按季末市值估算
VGSH 清仓-$46.07万
QQQ 减仓-$39.24万
VYM 减仓-$27.33万
DVY 清仓-$23.40万
FGD 清仓-$23.32万
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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,845 | -100.0% | -$46.07万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,658 | -100.0% | -$23.40万 | 清仓 |
| FGD | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -7,705 | -100.0% | -$23.32万 | 清仓 |
| — | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -3,029 | -100.0% | -$22.85万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -396 | -100.0% | -$22.59万 | 清仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -8,433 | -100.0% | -$21.55万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -5,873 | -100.0% | -$20.40万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $9.61万 | 0.03% | 10,137 | -303 | -2.9% | -$2,872 | 减仓 |
| RTX | RTX CORPORATION | $20.16万 | 0.07% | 1,045 | 1,045 | — | $20.16万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.78万 | 0.07% | 2,299 | 2,299 | — | $20.78万 | 新建仓 |
| MRK | MERCK & CO INC | $20.82万 | 0.07% | 1,731 | -261 | -13.1% | -$3.14万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.86万 | 0.07% | 1,593 | -676 | -29.8% | -$8.85万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $21.29万 | 0.07% | 5,478 | 13 | 0.2% | $505 | 加仓 |
| IWY | ISHARES TR | $22.07万 | 0.07% | 887 | -10 | -1.1% | -$2,488 | 减仓 |
| BA | BOEING CO | $22.19万 | 0.07% | 1,115 | 75 | 7.2% | $1.49万 | 加仓 |
| AGEM | ABRDN FDS | $22.43万 | 0.07% | 5,529 | -81 | -1.4% | -$3,286 | 减仓 |
| GOOG | ALPHABET INC | $22.73万 | 0.08% | 792 | 5 | 0.6% | $1,435 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.09万 | 0.08% | 1,135 | -131 | -10.3% | -$2.66万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.54万 | 0.08% | 4,689 | -1,348 | -22.3% | -$6.77万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $23.75万 | 0.08% | 1,604 | -1,846 | -53.5% | -$27.33万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $23.76万 | 0.08% | 2,507 | -47 | -1.8% | -$4,454 | 减仓 |
| GILD | GILEAD SCIENCES INC | $24.88万 | 0.08% | 1,785 | -131 | -6.8% | -$1.83万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.94万 | 0.09% | 560 | -198 | -26.1% | -$9.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.06万 | 0.09% | 544 | -12 | -2.2% | -$5,749 | 减仓 |
| VDE | VANGUARD WORLD FD | $26.09万 | 0.09% | 1,508 | 1,508 | — | $26.09万 | 新建仓 |
| ABND | AMERICAN CENTY ETF TR | $26.97万 | 0.09% | 6,166 | -508 | -7.6% | -$2.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $28.07万 | 0.09% | 1,431 | 19 | 1.3% | $3,727 | 加仓 |
| VTI | VANGUARD INDEX FDS | $28.15万 | 0.09% | 878 | 15 | 1.7% | $4,810 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $28.56万 | 0.09% | 4,796 | 4,796 | — | $28.56万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $28.58万 | 0.09% | 1,203 | 1,203 | — | $28.58万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $29.53万 | 0.10% | 5,835 | -642 | -9.9% | -$3.25万 | 减仓 |
| IJR | ISHARES TR | $30.04万 | 0.10% | 2,417 | 324 | 15.5% | $4.03万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.53万 | 0.10% | 4,764 | 870 | 22.3% | $5.58万 | 加仓 |
| IDEV | ISHARES TR | $31.02万 | 0.10% | 3,712 | -174 | -4.5% | -$1.45万 | 减仓 |
| SHV | ISHARES TR | $33.62万 | 0.11% | 3,046 | 60 | 2.0% | $6,623 | 重新持有 |
| META | META PLATFORMS INC | $33.93万 | 0.11% | 593 | 64 | 12.1% | $3.66万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.65万 | 0.12% | 358 | 358 | — | $35.65万 | 新建仓 |
| IEMG | ISHARES INC | $36.59万 | 0.12% | 5,246 | -748 | -12.5% | -$5.22万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $36.73万 | 0.12% | 3,577 | 258 | 7.8% | $2.65万 | 加仓 |
| LLY | ELI LILLY & CO | $38.34万 | 0.13% | 417 | -128 | -23.5% | -$11.77万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $38.95万 | 0.13% | 1,357 | -1 | -0.1% | -$287 | 减仓 |
| GLD | SPDR GOLD TR | $39.82万 | 0.13% | 925 | 31 | 3.5% | $1.33万 | 加仓 |
| AEE | AMEREN CORP | $42.30万 | 0.14% | 3,848 | -287 | -6.9% | -$3.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.34万 | 0.14% | 1,239 | 15 | 1.2% | $5,126 | 加仓 |
| VUG | VANGUARD INDEX FDS | $42.83万 | 0.14% | 980 | -20 | -2.0% | -$8,740 | 减仓 |
| IAUM | ISHARES GOLD TR | $43.02万 | 0.14% | 9,213 | -1,916 | -17.2% | -$8.95万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $44.00万 | 0.15% | 3,046 | -310 | -9.2% | -$4.48万 | 减仓 |
| TSLA | TESLA INC | $45.01万 | 0.15% | 1,211 | 65 | 5.7% | $2.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $47.54万 | 0.16% | 3,577 | 4 | 0.1% | $532 | 加仓 |
| VGT | VANGUARD WORLD FD | $54.91万 | 0.18% | 787 | 399 | 102.8% | $27.84万 | 加仓 |
| T | AT&T INC | $57.63万 | 0.19% | 19,878 | -785 | -3.8% | -$2.28万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $67.98万 | 0.22% | 6,154 | -293 | -4.5% | -$3.24万 | 减仓 |
| IVV | ISHARES TR | $70.25万 | 0.23% | 1,075 | 91 | 9.2% | $5.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $71.86万 | 0.24% | 1,105 | -189 | -14.6% | -$12.29万 | 减仓 |
| TLT | ISHARES TR | $72.20万 | 0.24% | 8,329 | -1,632 | -16.4% | -$14.15万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $72.96万 | 0.24% | 7,552 | 346 | 4.8% | $3.34万 | 加仓 |
| SCMC | STERLING CAP FDS | $79.52万 | 0.26% | 31,806 | 31,806 | — | $79.52万 | 新建仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $88.19万 | 0.29% | 41,036 | -3,259 | -7.4% | -$7.00万 | 减仓 |
| SCEP | STERLING CAP FDS | $103.42万 | 0.34% | 43,875 | 43,875 | — | $103.42万 | 新建仓 |
| AMZN | AMAZON COM INC | $107.72万 | 0.36% | 5,172 | -33 | -0.6% | -$6,873 | 减仓 |
| SPTM | SPDR SERIES TRUST | $108.26万 | 0.36% | 13,693 | -1,013 | -6.9% | -$8.01万 | 减仓 |
| ABBV | ABBVIE INC | $110.75万 | 0.37% | 5,092 | 188 | 3.8% | $4.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $120.90万 | 0.40% | 2,095 | -680 | -24.5% | -$39.24万 | 减仓 |
| CVS | CVS HEALTH CORP | $163.38万 | 0.54% | 22,748 | 1,084 | 5.0% | $7.79万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $179.36万 | 0.59% | 39,317 | 387 | 1.0% | $1.77万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $189.35万 | 0.63% | 23,498 | 178 | 0.8% | $1.43万 | 加仓 |
| VNOM | VIPER ENERGY INC | $190.14万 | 0.63% | 40,464 | 1,573 | 4.0% | $7.39万 | 加仓 |
| UNP | UNION PAC CORP | $191.09万 | 0.63% | 7,876 | 200 | 2.6% | $4.85万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $192.10万 | 0.63% | 48,255 | 8,180 | 20.4% | $32.56万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $195.64万 | 0.65% | 15,319 | 715 | 4.9% | $9.13万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $218.60万 | 0.72% | 39,374 | 9,335 | 31.1% | $51.83万 | 加仓 |
| GOOGL | ALPHABET INC | $228.17万 | 0.75% | 7,935 | 54 | 0.7% | $1.55万 | 加仓 |
| WMT | WALMART INC | $234.62万 | 0.78% | 18,878 | -62 | -0.3% | -$7,706 | 减仓 |
| PFE | PFIZER INC | $235.99万 | 0.78% | 84,041 | 2,999 | 3.7% | $8.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $238.25万 | 0.79% | 3,987 | -354 | -8.2% | -$21.15万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $240.73万 | 0.80% | 54,937 | 2,090 | 4.0% | $9.16万 | 加仓 |
| CCI | CROWN CASTLE INC | $246.52万 | 0.81% | 30,319 | 1,520 | 5.3% | $12.36万 | 加仓 |
| TPG | TPG INC | $247.40万 | 0.82% | 61,071 | 4,195 | 7.4% | $16.99万 | 加仓 |
| IEFA | ISHARES TR | $251.21万 | 0.83% | 27,748 | 147 | 0.5% | $1.33万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $255.07万 | 0.84% | 45,082 | 1,238 | 2.8% | $7.00万 | 加仓 |
| BX | BLACKSTONE INC | $262.60万 | 0.87% | 22,836 | 1,422 | 6.6% | $16.35万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $265.21万 | 0.88% | 13,408 | 402 | 3.1% | $7.95万 | 加仓 |
| PYLD | PIMCO ETF TR | $279.70万 | 0.92% | 106,754 | 20,252 | 23.4% | $53.06万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $280.30万 | 0.93% | 15,027 | 566 | 3.9% | $10.56万 | 加仓 |
| HD | HOME DEPOT INC | $296.80万 | 0.98% | 9,024 | 1,039 | 13.0% | $34.17万 | 加仓 |
| AMGN | AMGEN INC | $303.78万 | 1.00% | 8,634 | 151 | 1.8% | $5.31万 | 加仓 |
| PLD | PROLOGIS INC. | $304.06万 | 1.00% | 23,004 | 680 | 3.0% | $8.99万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $317.23万 | 1.05% | 27,815 | -283 | -1.0% | -$3.23万 | 减仓 |
| C | CITIGROUP INC | $323.80万 | 1.07% | 28,551 | 558 | 2.0% | $6.33万 | 加仓 |
| SO | SOUTHERN CO | $335.91万 | 1.11% | 34,803 | 1,297 | 3.9% | $12.52万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $339.68万 | 1.12% | 61,491 | 6,435 | 11.7% | $35.55万 | 加仓 |
| D | DOMINION ENERGY INC | $344.87万 | 1.14% | 55,786 | 2,088 | 3.9% | $12.91万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $351.99万 | 1.16% | 21,446 | 1,208 | 6.0% | $19.83万 | 加仓 |
| O | REALTY INCOME CORP | $354.74万 | 1.17% | 57,983 | 2,345 | 4.2% | $14.35万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $355.26万 | 1.17% | 167,973 | 9,000 | 5.7% | $19.04万 | 加仓 |
| AGNC | AGNC INVT CORP | $367.06万 | 1.21% | 365,966 | 17,560 | 5.0% | $17.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $367.73万 | 1.21% | 15,044 | 149 | 1.0% | $3.64万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $371.71万 | 1.23% | 22,481 | 483 | 2.2% | $7.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $375.08万 | 1.24% | 15,474 | 760 | 5.2% | $18.42万 | 加仓 |