Seros Financial, LLC
TEMPE AZ · SEC CIK 0002039918
$1.57亿2026Q1 申报市值
58持仓数
72.7%前十大占比 · 第一大 13.3%
5 / 9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
LVHI 新建仓+$1,093.01万
XSMO 加仓+$358.06万
PHYL 新建仓+$213.70万
BUFR 加仓+$210.35万
BUFQ 加仓+$166.91万
2026Q1 卖出最多 按季末市值估算
IWY 减仓-$934.81万
BUFB 减仓-$617.49万
SPMO 减仓-$414.46万
QQQ 减仓-$157.22万
IFLN 清仓-$153.56万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $2,091.48万 | 13.31% | 186,556 | -36,969 | -16.5% | -$414.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,431.36万 | 9.11% | 24,799 | -2,724 | -9.9% | -$157.22万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,164.71万 | 7.41% | 470,590 | -4,472 | -0.9% | -$11.07万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $1,093.01万 | 6.96% | 269,612 | 269,612 | — | $1,093.01万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $988.22万 | 6.29% | 20,622 | -3,103 | -13.1% | -$148.70万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $961.14万 | 6.12% | 272,124 | 47,257 | 21.0% | $166.91万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $952.33万 | 6.06% | 125,274 | 47,101 | 60.3% | $358.06万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $941.91万 | 6.00% | 172,669 | 11,310 | 7.0% | $61.70万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $920.25万 | 5.86% | 518,453 | 9,750 | 1.9% | $17.31万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $878.51万 | 5.59% | 260,144 | 62,288 | 31.5% | $210.35万 | 加仓 |
| — | DBX ETF TR | $456.53万 | 2.91% | 102,845 | 2,303 | 2.3% | $10.22万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $453.00万 | 2.88% | 91,681 | 12,544 | 15.9% | $61.98万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $414.38万 | 2.64% | 161,616 | 35,597 | 28.2% | $91.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $398.26万 | 2.53% | 54,082 | -90 | -0.2% | -$6,628 | 减仓 |
| PHYL | PGIM ETF TR | $213.70万 | 1.36% | 61,709 | 61,709 | — | $213.70万 | 新建仓 |
| ORN | ORION GROUP HLDGS INC | $183.89万 | 1.17% | 168,704 | 6,570 | 4.1% | $7.16万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $175.44万 | 1.12% | 48,854 | -171,954 | -77.9% | -$617.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $136.91万 | 0.87% | 2,105 | -120 | -5.4% | -$7.80万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $117.67万 | 0.75% | 15,247 | 1,611 | 11.8% | $12.43万 | 加仓 |
| AAPL | APPLE INC | $115.74万 | 0.74% | 4,560 | -300 | -6.2% | -$7.61万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $104.75万 | 0.67% | 4,408 | 913 | 26.1% | $21.70万 | 加仓 |
| IWY | ISHARES TR | $102.94万 | 0.66% | 4,137 | -37,569 | -90.1% | -$934.81万 | 减仓 |
| SMH | VANECK ETF TRUST | $93.01万 | 0.59% | 2,426 | 370 | 18.0% | $14.19万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $92.97万 | 0.59% | 7,100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $82.58万 | 0.53% | 3,965 | -1,897 | -32.4% | -$39.51万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $75.45万 | 0.48% | 6,507 | -2,713 | -29.4% | -$31.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $75.29万 | 0.48% | 4,317 | -8,078 | -65.2% | -$140.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $68.29万 | 0.43% | 1,845 | -896 | -32.7% | -$33.16万 | 减仓 |
| TSLA | TESLA INC | $66.69万 | 0.42% | 1,794 | -150 | -7.7% | -$5.58万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $54.22万 | 0.35% | 13,520 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $52.40万 | 0.33% | 25,736 | -4,331 | -14.4% | -$8.82万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $45.44万 | 0.29% | 3,543 | 3,543 | — | $45.44万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.80万 | 0.28% | 1,122 | -190 | -14.5% | -$7.42万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $42.16万 | 0.27% | 2,222 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $36.49万 | 0.23% | 5,109 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $36.27万 | 0.23% | 9,082 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $35.11万 | 0.22% | 1,663 | -1,785 | -51.8% | -$37.69万 | 减仓 |
| GOOGL | ALPHABET INC | $32.25万 | 0.21% | 1,121 | 7 | 0.6% | $2,014 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $30.86万 | 0.20% | 6,211 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $30.32万 | 0.19% | 2,556 | -350 | -12.0% | -$4.15万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.75万 | 0.19% | 1,550 | 1,550 | — | $29.75万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.63万 | 0.18% | 277 | -20 | -6.7% | -$1.99万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $27.58万 | 0.18% | 6,930 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $27.30万 | 0.17% | 418 | -74 | -15.0% | -$4.83万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $27.11万 | 0.17% | 6,296 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $26.59万 | 0.17% | 859 | 5 | 0.6% | $1,548 | 加仓 |
| IVW | ISHARES TR | $26.49万 | 0.17% | 2,342 | -2,613 | -52.7% | -$29.56万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $26.44万 | 0.17% | 6,132 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $26.04万 | 0.17% | 455 | -60 | -11.7% | -$3.43万 | 减仓 |
| AUSF | GLOBAL X FDS | $25.36万 | 0.16% | 5,245 | -10,397 | -66.5% | -$50.27万 | 减仓 |
| ABBV | ABBVIE INC | $23.49万 | 0.15% | 1,080 | 5 | 0.5% | $1,087 | 加仓 |
| IWM | ISHARES TR | $22.13万 | 0.14% | 892 | -635 | -41.6% | -$15.76万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.05万 | 0.14% | 508 | 1 | 0.2% | $434 | 重新持有 |
| BDEC | INNOVATOR ETFS TRUST | $21.97万 | 0.14% | 4,577 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $21.92万 | 0.14% | 810 | 67 | 9.0% | $1.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.45万 | 0.14% | 6,698 | 0 | 0.0% | — | 不变 |
| — | CREATIVE MEDIA & CMNTY TR | $17.78万 | 0.11% | 289,318 | 289,318 | — | $17.78万 | 新建仓 |
| — | PURPLE INNOVATION INC | $6,612 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -82,561 | -100.0% | -$153.56万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -773 | -100.0% | -$48.48万 | 清仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -7,904 | -100.0% | -$48.32万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -1,683 | -100.0% | -$42.14万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,558 | -100.0% | -$30.38万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,079 | -100.0% | -$28.87万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -748 | -100.0% | -$26.24万 | 清仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -7,461 | -100.0% | -$24.27万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,157 | -100.0% | -$20.28万 | 清仓 |