FORONJY FINANCIAL LLC
Los Osos CA · SEC CIK 0002040600
$2.72亿2026Q2 申报市值
108持仓数
50.0%前十大占比 · 第一大 7.9%
16 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPDW 新建仓+$209.62万
IWP 新建仓+$196.75万
SPYG 新建仓+$184.54万
SPGM 加仓+$144.82万
XLE 加仓+$105.90万
2026Q2 卖出最多 按季末市值估算
EQWL 减仓-$181.21万
SPGP 减仓-$127.34万
IWY 减仓-$93.26万
CMF 减仓-$91.54万
GE 减仓-$90.78万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KIE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,681 | -100.0% | -$86.24万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -21,269 | -100.0% | -$33.67万 | 清仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -15,757 | -100.0% | -$31.45万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,447 | -100.0% | -$23.52万 | 清仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -9,129 | -100.0% | -$21.57万 | 清仓 |
| FQAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,947 | -100.0% | -$21.39万 | 清仓 |
| FDMO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,661 | -100.0% | -$21.31万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -10,612 | -100.0% | -$20.73万 | 清仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $0 | 0.00% | 0 | -12,810 | -100.0% | -$15.24万 | 清仓 |
| FENI | FIDELITY COVINGTON TRUST | $20.70万 | 0.08% | 5,159 | 5,159 | — | $20.70万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.00万 | 0.08% | 2,412 | 2,412 | — | $21.00万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.58万 | 0.08% | 424 | 424 | — | $21.58万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.59万 | 0.08% | 431 | 431 | — | $21.59万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.81万 | 0.08% | 292 | -76 | -20.7% | -$5.68万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $21.84万 | 0.08% | 223 | -3 | -1.3% | -$2,938 | 减仓 |
| TSLA | TESLA INC | $21.91万 | 0.08% | 521 | -15 | -2.8% | -$6,309 | 重新持有 |
| TJX | TJX COS INC NEW | $22.67万 | 0.08% | 1,497 | 1,497 | — | $22.67万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $23.07万 | 0.08% | 771 | -29 | -3.6% | -$8,676 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.15万 | 0.09% | 1,984 | 532 | 36.6% | $6.21万 | 加仓 |
| SNPS | SYNOPSYS INC | $23.30万 | 0.09% | 522 | 76 | 17.0% | $3.39万 | 重新持有 |
| JBL | JABIL INC | $23.42万 | 0.09% | 607 | 607 | — | $23.42万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $23.57万 | 0.09% | 297 | 297 | — | $23.57万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $24.62万 | 0.09% | 1,909 | -14,048 | -88.0% | -$181.21万 | 减仓 |
| KLAC | KLA CORP | $24.81万 | 0.09% | 822 | 822 | — | $24.81万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $25.05万 | 0.09% | 217 | 217 | — | $25.05万 | 新建仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $25.11万 | 0.09% | 10,243 | 447 | 4.6% | $1.10万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.36万 | 0.09% | 271 | -25 | -8.4% | -$2.34万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $26.93万 | 0.10% | 3,456 | -156 | -4.3% | -$1.22万 | 减仓 |
| CVBF | CVB FINL CORP | $26.95万 | 0.10% | 11,953 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $27.00万 | 0.10% | 357 | 100 | 38.9% | $7.56万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $27.61万 | 0.10% | 6,887 | -1,641 | -19.2% | -$6.58万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $27.88万 | 0.10% | 5,687 | -3,098 | -35.3% | -$15.19万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $28.14万 | 0.10% | 2,726 | -311 | -10.2% | -$3.21万 | 减仓 |
| APH | AMPHENOL CORP | $28.20万 | 0.10% | 1,599 | 1,599 | — | $28.20万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.47万 | 0.10% | 759 | 104 | 15.9% | $3.90万 | 重新持有 |
| PCG | PG&E CORP | $29.22万 | 0.11% | 17,372 | -967 | -5.3% | -$1.63万 | 减仓 |
| GOOGL | ALPHABET INC | $29.92万 | 0.11% | 837 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $30.99万 | 0.11% | 1,232 | 1,232 | — | $30.99万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $31.49万 | 0.12% | 2,575 | -10,413 | -80.2% | -$127.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $31.79万 | 0.12% | 1,459 | -106 | -6.8% | -$2.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $33.26万 | 0.12% | 1,310 | 80 | 6.5% | $2.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $33.42万 | 0.12% | 1,021 | 263 | 34.7% | $8.61万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $34.32万 | 0.13% | 863 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $35.18万 | 0.13% | 7,084 | -2,172 | -23.5% | -$10.79万 | 减仓 |
| IHDG | WISDOMTREE TR | $36.11万 | 0.13% | 6,893 | -91 | -1.3% | -$4,767 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $36.49万 | 0.13% | 8,341 | 759 | 10.0% | $3.32万 | 加仓 |
| AMGN | AMGEN INC | $36.92万 | 0.14% | 1,020 | 1 | 0.1% | $362 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $37.25万 | 0.14% | 11,188 | 1,863 | 20.0% | $6.20万 | 加仓 |
| ORCL | ORACLE CORP | $37.68万 | 0.14% | 2,571 | 255 | 11.0% | $3.74万 | 加仓 |
| IVV | ISHARES TR | $38.96万 | 0.14% | 520 | -2 | -0.4% | -$1,499 | 减仓 |
| LLY | ELI LILLY & CO | $39.19万 | 0.14% | 327 | 327 | — | $39.19万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $40.18万 | 0.15% | 2,365 | 194 | 8.9% | $3.30万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $41.00万 | 0.15% | 6,710 | -199 | -2.9% | -$1.22万 | 减仓 |
| AMZN | AMAZON COM INC | $41.31万 | 0.15% | 1,733 | 49 | 2.9% | $1.17万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $41.45万 | 0.15% | 9,677 | 3,071 | 46.5% | $13.15万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $41.77万 | 0.15% | 8,336 | -5,938 | -41.6% | -$29.76万 | 减仓 |
| RTX | RTX CORPORATION | $43.34万 | 0.16% | 2,284 | 620 | 37.3% | $11.77万 | 加仓 |
| CAT | CATERPILLAR INC | $46.85万 | 0.17% | 440 | -19 | -4.1% | -$2.02万 | 减仓 |
| META | META PLATFORMS INC | $50.08万 | 0.18% | 889 | 158 | 21.6% | $8.90万 | 加仓 |
| IWF | ISHARES TR | $52.08万 | 0.19% | 4,194 | 2 | 0.0% | $248 | 加仓 |
| VOO | VANGUARD INDEX FDS | $54.71万 | 0.20% | 797 | 207 | 35.1% | $14.21万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $55.43万 | 0.20% | 11,757 | 5,724 | 94.9% | $26.99万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $57.04万 | 0.21% | 14,784 | 26 | 0.2% | $1,003 | 加仓 |
| GOOG | ALPHABET INC | $57.61万 | 0.21% | 1,631 | 168 | 11.5% | $5.93万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $57.95万 | 0.21% | 15,884 | -39 | -0.2% | -$1,423 | 减仓 |
| MSFT | MICROSOFT CORP | $66.49万 | 0.24% | 1,783 | 5 | 0.3% | $1,865 | 加仓 |
| LRCX | LAM RESEARCH CORP | $66.71万 | 0.25% | 1,539 | -176 | -10.3% | -$7.63万 | 减仓 |
| CMF | ISHARES TR | $71.50万 | 0.26% | 12,404 | -15,881 | -56.1% | -$91.54万 | 减仓 |
| SMB | VANECK ETF TRUST | $74.82万 | 0.27% | 43,125 | 43,125 | — | $74.82万 | 新建仓 |
| GE | GE AEROSPACE | $88.54万 | 0.33% | 2,369 | -2,429 | -50.6% | -$90.78万 | 减仓 |
| GEV | GE VERNOVA INC | $88.92万 | 0.33% | 757 | -201 | -21.0% | -$23.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $97.92万 | 0.36% | 4,894 | 23 | 0.5% | $4,602 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $102.17万 | 0.38% | 19,184 | 4,549 | 31.1% | $24.23万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $102.67万 | 0.38% | 26,118 | 4,070 | 18.5% | $16.00万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $102.67万 | 0.38% | 18,905 | 5,013 | 36.1% | $27.23万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $102.82万 | 0.38% | 17,465 | 4,561 | 35.3% | $26.85万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $102.94万 | 0.38% | 19,415 | 5,112 | 35.7% | $27.10万 | 加仓 |
| SUB | ISHARES TR | $113.43万 | 0.42% | 10,654 | -7,151 | -40.2% | -$76.13万 | 减仓 |
| AAPL | APPLE INC | $116.08万 | 0.43% | 4,012 | -226 | -5.3% | -$6.54万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $118.16万 | 0.43% | 26,837 | -8,246 | -23.5% | -$36.31万 | 减仓 |
| SHM | SPDR SERIES TRUST | $127.13万 | 0.47% | 26,504 | -13,813 | -34.3% | -$66.25万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $154.51万 | 0.57% | 2,958 | 176 | 6.3% | $9.19万 | 加仓 |
| GLDM | WORLD GOLD TR | $157.08万 | 0.58% | 19,778 | 536 | 2.8% | $4.26万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $161.52万 | 0.59% | 31,776 | 6,862 | 27.5% | $34.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $184.54万 | 0.68% | 15,509 | 15,509 | — | $184.54万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $196.64万 | 0.72% | 22,376 | -589 | -2.6% | -$5.18万 | 减仓 |
| IWP | ISHARES TR | $196.75万 | 0.72% | 13,438 | 13,438 | — | $196.75万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $206.84万 | 0.76% | 2,809 | 423 | 17.7% | $31.15万 | 加仓 |
| VLU | SPDR SERIES TRUST | $208.54万 | 0.77% | 8,755 | -4 | -0.0% | -$953 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $209.62万 | 0.77% | 41,600 | 41,600 | — | $209.62万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $216.03万 | 0.79% | 47,647 | 4,297 | 9.9% | $19.48万 | 加仓 |
| PAVE | GLOBAL X FDS | $224.70万 | 0.83% | 38,136 | -2,083 | -5.2% | -$12.27万 | 减仓 |
| TFI | SPDR SERIES TRUST | $233.35万 | 0.86% | 50,950 | 15,003 | 41.7% | $68.71万 | 加仓 |
| MUB | ISHARES TR | $239.53万 | 0.88% | 22,257 | 7,482 | 50.6% | $80.52万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $270.28万 | 0.99% | 59,415 | -558 | -0.9% | -$2.54万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $341.66万 | 1.26% | 64,330 | 19,940 | 44.9% | $105.90万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $372.78万 | 1.37% | 60,882 | -4,781 | -7.3% | -$29.27万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $390.09万 | 1.43% | 46,959 | 2,196 | 4.9% | $18.24万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $541.47万 | 1.99% | 80,146 | 9,571 | 13.6% | $64.66万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $647.53万 | 2.38% | 75,172 | 3,484 | 4.9% | $30.01万 | 加仓 |