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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $28.15万 | 0.09% | 878 | 15 | 1.7% | $4,810 | 加仓 |
| VTV | VANGUARD INDEX FDS | $28.07万 | 0.09% | 1,431 | 19 | 1.3% | $3,727 | 加仓 |
| ABND | AMERICAN CENTY ETF TR | $26.97万 | 0.09% | 6,166 | -508 | -7.6% | -$2.22万 | 减仓 |
| VDE | VANGUARD WORLD FD | $26.09万 | 0.09% | 1,508 | 1,508 | — | $26.09万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.06万 | 0.09% | 544 | -12 | -2.2% | -$5,749 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.94万 | 0.09% | 560 | -198 | -26.1% | -$9.17万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $24.88万 | 0.08% | 1,785 | -131 | -6.8% | -$1.83万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $23.76万 | 0.08% | 2,507 | -47 | -1.8% | -$4,454 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.75万 | 0.08% | 1,604 | -1,846 | -53.5% | -$27.33万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.54万 | 0.08% | 4,689 | -1,348 | -22.3% | -$6.77万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $23.09万 | 0.08% | 1,135 | -131 | -10.3% | -$2.66万 | 减仓 |
| GOOG | ALPHABET INC | $22.73万 | 0.08% | 792 | 5 | 0.6% | $1,435 | 加仓 |
| AGEM | ABRDN FDS | $22.43万 | 0.07% | 5,529 | -81 | -1.4% | -$3,286 | 减仓 |
| BA | BOEING CO | $22.19万 | 0.07% | 1,115 | 75 | 7.2% | $1.49万 | 加仓 |
| IWY | ISHARES TR | $22.07万 | 0.07% | 887 | -10 | -1.1% | -$2,488 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.29万 | 0.07% | 5,478 | 13 | 0.2% | $505 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $20.86万 | 0.07% | 1,593 | -676 | -29.8% | -$8.85万 | 重新持有 |
| MRK | MERCK & CO INC | $20.82万 | 0.07% | 1,731 | -261 | -13.1% | -$3.14万 | 减仓 |
| OKE | ONEOK INC NEW | $20.78万 | 0.07% | 2,299 | 2,299 | — | $20.78万 | 新建仓 |
| RTX | RTX CORPORATION | $20.16万 | 0.07% | 1,045 | 1,045 | — | $20.16万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $9.61万 | 0.03% | 10,137 | -303 | -2.9% | -$2,872 | 减仓 |
| 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 |