FORONJY FINANCIAL LLC
Los Osos CA · SEC CIK 0002040600
$2.41亿2026Q1 申报市值
97持仓数
50.7%前十大占比 · 第一大 6.8%
1 / 4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
XLK 加仓+$95.29万
VGT 加仓+$93.35万
XLF 加仓+$72.69万
XLC 加仓+$53.29万
XLV 加仓+$47.62万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$24.48万
DHR 清仓-$23.11万
ADP 清仓-$22.51万
INTU 清仓-$20.24万
GEV 减仓-$19.56万
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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $1,626.68万 | 6.76% | 137,157 | 2,475 | 1.8% | $29.35万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1,611.25万 | 6.70% | 963,719 | 21,229 | 2.3% | $35.49万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,580.65万 | 6.57% | 22,655 | 1,338 | 6.3% | $93.35万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $1,438.81万 | 5.98% | 698,863 | 18,068 | 2.7% | $37.20万 | 加仓 |
| SHYG | ISHARES TR | $1,216.99万 | 5.06% | 287,637 | 8,174 | 2.9% | $34.58万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,090.19万 | 4.53% | 217,516 | 5,008 | 2.4% | $25.10万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,066.50万 | 4.43% | 188,494 | 8,135 | 4.5% | $46.03万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $936.41万 | 3.89% | 70,459 | 7,170 | 11.3% | $95.29万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $864.25万 | 3.59% | 175,055 | 14,723 | 9.2% | $72.69万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $756.87万 | 3.15% | 68,272 | 4,807 | 7.6% | $53.29万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $706.22万 | 2.94% | 48,170 | 3,248 | 7.2% | $47.62万 | 加仓 |
| IWY | ISHARES TR | $704.28万 | 2.93% | 28,303 | 1,454 | 5.4% | $36.18万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $693.27万 | 2.88% | 63,614 | 4,224 | 7.1% | $46.03万 | 加仓 |
| IBTJ | ISHARES TR | $648.35万 | 2.70% | 296,824 | 7,477 | 2.6% | $16.33万 | 加仓 |
| IBTL | ISHARES TR | $645.62万 | 2.68% | 316,496 | 8,061 | 2.6% | $16.44万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $611.20万 | 2.54% | 37,791 | 1,708 | 4.7% | $27.62万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $562.45万 | 2.34% | 74,290 | 3,515 | 5.0% | $26.61万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $521.89万 | 2.17% | 11,948 | 711 | 6.3% | $31.06万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $417.95万 | 1.74% | 70,575 | 1,326 | 1.9% | $7.85万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $366.97万 | 1.53% | 44,763 | 2,443 | 5.8% | $20.03万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $358.19万 | 1.49% | 65,663 | 2,773 | 4.4% | $15.13万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $273.60万 | 1.14% | 59,973 | -356 | -0.6% | -$1.62万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $271.93万 | 1.13% | 44,390 | 1,861 | 4.4% | $11.40万 | 加仓 |
| PAVE | GLOBAL X FDS | $204.35万 | 0.85% | 40,219 | 1,525 | 3.9% | $7.75万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $198.94万 | 0.83% | 43,350 | 2,072 | 5.0% | $9.51万 | 加仓 |
| SHM | SPDR SERIES TRUST | $192.84万 | 0.80% | 40,317 | -2,474 | -5.8% | -$11.83万 | 减仓 |
| SUB | ISHARES TR | $189.62万 | 0.79% | 17,805 | -1,373 | -7.2% | -$14.62万 | 减仓 |
| VLU | SPDR SERIES TRUST | $188.30万 | 0.78% | 8,759 | 454 | 5.5% | $9.76万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $183.88万 | 0.76% | 15,957 | 806 | 5.3% | $9.29万 | 加仓 |
| GLDM | WORLD GOLD TR | $178.36万 | 0.74% | 19,242 | 218 | 1.1% | $2.02万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $175.77万 | 0.73% | 22,965 | -844 | -3.5% | -$6.46万 | 减仓 |
| TFI | SPDR SERIES TRUST | $162.98万 | 0.68% | 35,947 | -2,073 | -5.5% | -$9.40万 | 减仓 |
| CMF | ISHARES TR | $160.83万 | 0.67% | 28,285 | -1,289 | -4.4% | -$7.33万 | 减仓 |
| MUB | ISHARES TR | $156.84万 | 0.65% | 14,775 | -1,097 | -6.9% | -$11.64万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $143.25万 | 0.60% | 35,083 | 2,133 | 6.5% | $8.71万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $139.78万 | 0.58% | 12,988 | 647 | 5.2% | $6.96万 | 加仓 |
| QQQ | INVESCO QQQ TR | $137.71万 | 0.57% | 2,386 | 295 | 14.1% | $17.03万 | 加仓 |
| GE | GE AEROSPACE | $136.16万 | 0.57% | 4,798 | -461 | -8.8% | -$13.08万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $128.85万 | 0.54% | 2,782 | 145 | 5.5% | $6.72万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $124.50万 | 0.52% | 24,914 | 1,168 | 4.9% | $5.84万 | 加仓 |
| AAPL | APPLE INC | $107.57万 | 0.45% | 4,238 | 0 | 0.0% | — | 不变 |
| KIE | SPDR SERIES TRUST | $86.24万 | 0.36% | 15,681 | 724 | 4.8% | $3.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $84.95万 | 0.35% | 4,871 | -49 | -1.0% | -$8,546 | 减仓 |
| GEV | GE VERNOVA INC | $83.64万 | 0.35% | 958 | -224 | -19.0% | -$19.56万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $79.17万 | 0.33% | 22,048 | 3,098 | 16.3% | $11.12万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $71.68万 | 0.30% | 14,635 | 2,320 | 18.8% | $11.36万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $71.44万 | 0.30% | 14,274 | -11 | -0.1% | -$551 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $69.02万 | 0.29% | 13,892 | 2,290 | 19.7% | $11.38万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $68.82万 | 0.29% | 12,904 | 2,098 | 19.4% | $11.19万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $68.64万 | 0.29% | 14,303 | 2,382 | 20.0% | $11.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $65.81万 | 0.27% | 1,778 | -36 | -2.0% | -$1.33万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $53.02万 | 0.22% | 15,923 | 4,380 | 37.9% | $14.59万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $52.26万 | 0.22% | 14,758 | 9 | 0.1% | $319 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $45.25万 | 0.19% | 9,256 | -838 | -8.3% | -$4.10万 | 减仓 |
| IWF | ISHARES TR | $44.71万 | 0.19% | 1,048 | 73 | 7.5% | $3.11万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $42.64万 | 0.18% | 8,785 | 49 | 0.6% | $2,378 | 加仓 |
| GOOG | ALPHABET INC | $41.96万 | 0.17% | 1,463 | -2 | -0.1% | -$574 | 减仓 |
| META | META PLATFORMS INC | $41.85万 | 0.17% | 731 | 1 | 0.1% | $573 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $39.78万 | 0.17% | 863 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $36.64万 | 0.15% | 6,909 | -82 | -1.2% | -$4,349 | 减仓 |
| LRCX | LAM RESEARCH CORP | $36.64万 | 0.15% | 1,715 | -77 | -4.3% | -$1.64万 | 减仓 |
| AMGN | AMGEN INC | $35.84万 | 0.15% | 1,019 | 33 | 3.3% | $1.16万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.83万 | 0.15% | 9,325 | 1,086 | 13.2% | $4.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $35.27万 | 0.15% | 590 | 1 | 0.2% | $598 | 加仓 |
| AMZN | AMAZON COM INC | $35.07万 | 0.15% | 1,684 | 1 | 0.1% | $208 | 加仓 |
| IVV | ISHARES TR | $34.10万 | 0.14% | 522 | 107 | 25.8% | $6.99万 | 加仓 |
| ORCL | ORACLE CORP | $34.08万 | 0.14% | 2,316 | 10 | 0.4% | $1,471 | 加仓 |
| — | ISHARES ETHEREUM TR | $33.67万 | 0.14% | 21,269 | 3,331 | 18.6% | $5.27万 | 加仓 |
| IHDG | WISDOMTREE TR | $33.63万 | 0.14% | 6,984 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $32.50万 | 0.14% | 459 | -12 | -2.5% | -$8,497 | 减仓 |
| PCG | PG&E CORP | $32.22万 | 0.13% | 18,339 | 57 | 0.3% | $1,002 | 加仓 |
| RTX | RTX CORPORATION | $32.10万 | 0.13% | 1,664 | -37 | -2.2% | -$7,138 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $31.45万 | 0.13% | 15,757 | -292 | -1.8% | -$5,828 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.70万 | 0.13% | 1,565 | 1 | 0.1% | $196 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.06万 | 0.12% | 1,230 | 16 | 1.3% | $3,910 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $29.77万 | 0.12% | 8,528 | 37 | 0.4% | $1,292 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.48万 | 0.12% | 296 | -3 | -1.0% | -$2,988 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $28.44万 | 0.12% | 6,033 | 38 | 0.6% | $1,791 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $28.43万 | 0.12% | 6,606 | -1 | -0.0% | -$43 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $28.42万 | 0.12% | 7,582 | 14 | 0.2% | $525 | 加仓 |
| ANET | ARISTA NETWORKS INC | $26.66万 | 0.11% | 2,171 | 149 | 7.4% | $1.83万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $25.79万 | 0.11% | 3,037 | 5 | 0.2% | $425 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $25.07万 | 0.10% | 3,612 | 16 | 0.4% | $1,110 | 加仓 |
| GOOGL | ALPHABET INC | $24.07万 | 0.10% | 837 | -2 | -0.2% | -$575 | 减仓 |
| NFLX | NETFLIX INC. | $23.52万 | 0.10% | 2,447 | 24 | 1.0% | $2,307 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $23.38万 | 0.10% | 9,796 | -146 | -1.5% | -$3,485 | 减仓 |
| CVBF | CVB FINL CORP | $23.18万 | 0.10% | 11,953 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $22.29万 | 0.09% | 758 | -20 | -2.6% | -$5,881 | 减仓 |
| MCK | MCKESSON CORP | $22.26万 | 0.09% | 257 | -2 | -0.8% | -$1,732 | 减仓 |
| VHT | VANGUARD WORLD FD | $21.78万 | 0.09% | 800 | 1 | 0.1% | $272 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $21.57万 | 0.09% | 9,129 | -2,271 | -19.9% | -$5.37万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $21.39万 | 0.09% | 2,947 | 11 | 0.4% | $799 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $21.31万 | 0.09% | 2,661 | 6 | 0.2% | $481 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.24万 | 0.09% | 1,452 | 62 | 4.5% | $9,069 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $20.73万 | 0.09% | 10,612 | -571 | -5.1% | -$1.12万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $20.23万 | 0.08% | 226 | -4 | -1.7% | -$3,580 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $15.24万 | 0.06% | 12,810 | 12,810 | — | $15.24万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -924 | -100.0% | -$24.48万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |