Financially Speaking Inc
GREENWOOD VILLAGE CO · SEC CIK 0002040901
$2,059.41万2026Q1 申报市值
114持仓数
87.5%前十大占比 · 第一大 36.6%
13 / 69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
JPST 加仓+$86.96万
SCHB 新建仓+$7.01万
SOXX 新建仓+$8,217
CENX 新建仓+$5,459
XAR 新建仓+$5,080
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$3,155.14万
SPY 减仓-$2,661.68万
SCHWAB TREASURY 清仓-$1,858.55万
ICON FLEXIBLE BD 清仓-$1,616.11万
FLDR 减仓-$993.07万
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 |
|---|---|---|---|---|---|---|---|---|
| — | SCHWAB TREASURY OBLIG MONEY INV | $0 | 0.00% | 0 | -18,585,490 | -100.0% | -$1,858.55万 | 清仓 |
| — | ICON FLEXIBLE BD FD INV | $0 | 0.00% | 0 | -1,910,301 | -100.0% | -$1,616.11万 | 清仓 |
| — | SCHWAB TREASURY OBLIG MONEY ULTRA | $0 | 0.00% | 0 | -2,496,289 | -100.0% | -$249.63万 | 清仓 |
| — | RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $0 | 0.00% | 0 | -5,906 | -100.0% | -$215.86万 | 清仓 |
| XLV | STATE STRT HLTH CRE SLT SEC SPDR ETF | $0 | 0.00% | 0 | -11,184 | -100.0% | -$173.13万 | 清仓 |
| — | SCHWAB US TREASURY MONEY INVESTOR | $0 | 0.00% | 0 | -971,700 | -100.0% | -$97.17万 | 清仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $0 | 0.00% | 0 | -32,990 | -100.0% | -$91.28万 | 清仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $0 | 0.00% | 0 | -7,917 | -100.0% | -$90.08万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -800 | -100.0% | -$65.62万 | 清仓 |
| — | AMERICAN FUNDS FUNDAMENTAL INVS A | $0 | 0.00% | 0 | -3,959 | -100.0% | -$36.39万 | 清仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $0 | 0.00% | 0 | -220,398 | -100.0% | -$22.04万 | 清仓 |
| — | PUTNAM CONVERTIBLE SECURITIES A | $0 | 0.00% | 0 | -5,048 | -100.0% | -$13.67万 | 清仓 |
| META | META PLATFORMS INC CLASS A | $0 | 0.00% | 0 | -170 | -100.0% | -$11.22万 | 清仓 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL A | $0 | 0.00% | 0 | -1,713 | -100.0% | -$11.17万 | 清仓 |
| NET | CLOUDFLARE INC CLASS CLASS A | $0 | 0.00% | 0 | -550 | -100.0% | -$10.84万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -400 | -100.0% | -$8.68万 | 清仓 |
| — | VANGUARD EQUITY-INCOME INV | $0 | 0.00% | 0 | -1,824 | -100.0% | -$8.09万 | 清仓 |
| — | VANGUARD WELLESLEY INCOME INV | $0 | 0.00% | 0 | -2,921 | -100.0% | -$7.43万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $0 | 0.00% | 0 | -150 | -100.0% | -$7.03万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS CLASS B | $0 | 0.00% | 0 | -128 | -100.0% | -$6.43万 | 清仓 |
| — | SCHWAB S&P 500 INDEX | $0 | 0.00% | 0 | -2,954 | -100.0% | -$5.18万 | 清仓 |
| — | GOLDMAN SACHS BAN 4.2 26CD FDIC INS DUE 04/01/26US | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.00万 | 清仓 |
| — | THE BANK OF NEW 3.75 26CD FDIC INS DUE 12/22/26US | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.00万 | 清仓 |
| — | GOLDMAN SACHS BA 3.75 26CD FDIC INS DUE 06/23/26US | $0 | 0.00% | 0 | -50,000 | -100.0% | -$5.00万 | 清仓 |
| — | NUVEEN PREFERRED SECS & INC A | $0 | 0.00% | 0 | -2,897 | -100.0% | -$4.71万 | 清仓 |
| NVDL | GRANITESHARES NVDA LNG DAILY ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$4.40万 | 清仓 |
| PNC | PNC FINL SERVICES | $0 | 0.00% | 0 | -200 | -100.0% | -$4.17万 | 清仓 |
| — | BARCLAYS BANK DE 3.75 26CD FDIC INS DUE 05/19/26US | $0 | 0.00% | 0 | -40,000 | -100.0% | -$4.00万 | 清仓 |
| — | BANK OF AMERICA, 3.7 26CD FDIC INS DUE 08/19/26US | $0 | 0.00% | 0 | -40,000 | -100.0% | -$4.00万 | 清仓 |
| — | BNY MELLON SUST US EQUITY A | $0 | 0.00% | 0 | -1,647 | -100.0% | -$3.14万 | 清仓 |
| — | WELLS FARGO BANK 4.15 26CD FDIC INS DUE 02/17/26US | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.00万 | 清仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ ETF | $0 | 0.00% | 0 | -450 | -100.0% | -$2.37万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$2.29万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$1.84万 | 清仓 |
| — | FRANKLIN INCOME A1 | $0 | 0.00% | 0 | -6,779 | -100.0% | -$1.69万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -600 | -100.0% | -$1.57万 | 清仓 |
| — | CALVERT SMALL/MID CAP FUND CLASS A | $0 | 0.00% | 0 | -657 | -100.0% | -$1.53万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$1.34万 | 清仓 |
| JMIA | JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.25万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$8,790 | 清仓 |
| SOUN | SOUNDHOUND AI INC CLASS A | $0 | 0.00% | 0 | -750 | -100.0% | -$7,478 | 清仓 |
| SHOP | SHOPIFY INC FCLASS A | $0 | 0.00% | 0 | -44 | -100.0% | -$7,083 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -500 | -100.0% | -$6,640 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -70 | -100.0% | -$6,563 | 清仓 |
| — | SCHWAB INTERNATIONAL INDEX | $0 | 0.00% | 0 | -218 | -100.0% | -$6,271 | 清仓 |
| — | LIBERTY DEFENSE HLDGS F | $0 | 0.00% | 0 | -40,000 | -100.0% | -$6,108 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$4,873 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -15 | -100.0% | -$4,833 | 清仓 |
| IBM | IBM CORP | $0 | 0.00% | 0 | -16 | -100.0% | -$4,739 | 清仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,720 | 清仓 |
| SPMO | INVSC S P 500 MOMENTUM ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$4,176 | 清仓 |
| PGR | PROGRESSIVE CORP OH | $0 | 0.00% | 0 | -14 | -100.0% | -$3,188 | 清仓 |
| — | COLUMBIA INCOME OPPORTUNITIES A | $0 | 0.00% | 0 | -354 | -100.0% | -$3,157 | 清仓 |
| V | VISA INC CLASS CLASS A | $0 | 0.00% | 0 | -9 | -100.0% | -$3,156 | 清仓 |
| ZETA | ZETA GLOBAL HLDGS CORP CLASS CLASS A | $0 | 0.00% | 0 | -151 | -100.0% | -$3,073 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -11 | -100.0% | -$2,914 | 清仓 |
| — | WASATCH MICRO CAP | $0 | 0.00% | 0 | -328 | -100.0% | -$2,846 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,612 | 清仓 |
| — | IMPAX ELLEVATE GLOBAL WOMEN'S LDR INV | $0 | 0.00% | 0 | -73 | -100.0% | -$2,535 | 清仓 |
| AMC | AMC ENTMT HLDGS INC CLASS CLASS A | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1,560 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,320 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,264 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,044 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -42 | -100.0% | -$995 | 清仓 |
| JPIN | JPMORGAN DVRSFD RTRN INTRNL EQT ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$409 | 清仓 |
| — | AMERICAN BATTERY MATL IN | $0 | 0.00% | 0 | -20 | -100.0% | -$120 | 清仓 |
| — | WELL POWER INC XXXREGISTRATION REVOKED BY THE SEC EFF: 10/02/18 | $0 | 0.00% | 0 | -1,000 | -100.0% | — | 清仓 |
| — | WONDER AUTO TECHNOLOGXXXESC PEND POSS FUTR DISTR | $0 | 0.00% | 0 | -200 | -100.0% | — | 清仓 |
| — | GCI LIBERTY INC XXXESC PEND POSS FUTR DISTR | $0 | 0.00% | 0 | -38 | -100.0% | — | 清仓 |
| — | MICROBOT MED INC | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $40 | 0.00% | 1 | 1 | — | $40 | 新建仓 |
| EWP | ISHARES INC | $55 | 0.00% | 1 | -35,963 | -100.0% | -$197.80万 | 重新持有 |
| COTY | COTY INC | $61 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $91 | 0.00% | 1 | -16,764 | -100.0% | -$152.55万 | 减仓 |
| GDX | VANECK ETF TRUST | $92 | 0.00% | 1 | -16,169 | -100.0% | -$148.75万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $94 | 0.00% | 1 | 1 | — | $94 | 新建仓 |
| OKLO | OKLO INC | $100 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $104 | 0.00% | 6 | 6 | — | $104 | 新建仓 |
| XME | SPDR SERIES TRUST | $109 | 0.00% | 1 | -13,549 | -100.0% | -$147.68万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $116 | 0.00% | 1 | -41,289 | -100.0% | -$478.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $129 | 0.00% | 2 | 2 | — | $129 | 新建仓 |
| EWG | ISHARES INC | $159 | 0.00% | 4 | 4 | — | $159 | 新建仓 |
| BMBL | BUMBLE INC | $163 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | WILLAMETTE VALLEY VINEYARDS | $257 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $285 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $338 | 0.00% | 11 | 11 | — | $338 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $423 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $453 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $537 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $651 | 0.00% | 1 | -40,886 | -100.0% | -$2,661.68万 | 减仓 |
| CRML | CRITICAL METALS CORP | $794 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $806 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $991 | 0.00% | 34 | -232,209 | -100.0% | -$676.82万 | 减仓 |
| — | LOCAL BOUNTI CORP | $1,160 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,344 | 0.01% | 7 | -164,330 | -100.0% | -$3,155.14万 | 减仓 |
| IEV | ISHARES TR | $1,359 | 0.01% | 20 | 14 | 233.3% | $951 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1,428 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1,616 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $1,643 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,650 | 0.01% | 55 | 0 | 0.0% | — | 不变 |