Financially Speaking Inc
GREENWOOD VILLAGE CO · SEC CIK 0002040901
$2,058.84万2026Q2 申报市值
103持仓数
87.5%前十大占比 · 第一大 36.6%
0 / 11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
FLDR 加仓+$1,451
2026Q2 卖出最多 按季末市值估算
RSP 清仓-$1,344
PPLT 减仓-$1,272
IEV 减仓-$952
SCHB 减仓-$753
SPY 清仓-$651
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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $754.46万 | 36.64% | 149,073 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $753.82万 | 36.61% | 150,614 | 29 | 0.0% | $1,451 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $75.71万 | 3.68% | 5,176 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $44.98万 | 2.18% | 3,082 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $43.86万 | 2.13% | 2,515 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.81万 | 1.69% | 2,052 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $30.25万 | 1.47% | 3,808 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $21.78万 | 1.06% | 891 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $21.39万 | 1.04% | 2,468 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $20.43万 | 0.99% | 205 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $19.81万 | 0.96% | 1,027 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $18.81万 | 0.91% | 2,850 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $12.01万 | 0.58% | 1,848 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $11.48万 | 0.56% | 2,208 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $11.01万 | 0.53% | 383 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $9.08万 | 0.44% | 292 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $8.33万 | 0.40% | 200 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $8.17万 | 0.40% | 322 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $7.93万 | 0.39% | 435 | 0 | 0.0% | — | 不变 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $7.32万 | 0.36% | 920 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $6.94万 | 0.34% | 140 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $6.94万 | 0.34% | 2,764 | -30 | -1.1% | -$753 | 减仓 |
| LII | LENNOX INTL INC | $6.17万 | 0.30% | 133 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $6.15万 | 0.30% | 284 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $6.12万 | 0.30% | 1,220 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $6.04万 | 0.29% | 826 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $5.40万 | 0.26% | 552 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $5.26万 | 0.26% | 364 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.02万 | 0.24% | 1,730 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $4.70万 | 0.23% | 488 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.42万 | 0.21% | 90 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $4.31万 | 0.21% | 212 | 0 | 0.0% | — | 不变 |
| — | ADVISORS INNER CIRCLE FD III | $4.25万 | 0.21% | 1,058 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $3.89万 | 0.19% | 187 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $3.64万 | 0.18% | 377 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.62万 | 0.18% | 53 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.58万 | 0.17% | 400 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $3.45万 | 0.17% | 487 | -2 | -0.4% | -$142 | 减仓 |
| SYK | STRYKER CORPORATION | $3.29万 | 0.16% | 100 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $3.01万 | 0.15% | 682 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $2.93万 | 0.14% | 580 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.76万 | 0.13% | 1,837 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $2.66万 | 0.13% | 100 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.53万 | 0.12% | 77 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $2.45万 | 0.12% | 502 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $2.28万 | 0.11% | 334 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $2.20万 | 0.11% | 158 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $2.12万 | 0.10% | 176 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $1.70万 | 0.08% | 162 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $1.58万 | 0.08% | 500 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.55万 | 0.08% | 330 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $1.46万 | 0.07% | 344 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.45万 | 0.07% | 275 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.44万 | 0.07% | 61 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1.41万 | 0.07% | 85 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.33万 | 0.06% | 36 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.29万 | 0.06% | 100 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1.17万 | 0.06% | 63 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1.02万 | 0.05% | 126 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $9,590 | 0.05% | 66 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $8,217 | 0.04% | 25 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $6,512 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $6,112 | 0.03% | 35 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $6,025 | 0.03% | 21 | 0 | 0.0% | — | 不变 |
| GEF | GREIF INC | $5,970 | 0.03% | 89 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $5,934 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $5,475 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $5,459 | 0.03% | 93 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $5,335 | 0.03% | 11 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $5,080 | 0.02% | 20 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $4,924 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $3,927 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3,690 | 0.02% | 13 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $3,520 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| — | GOLD RESOURCE CORP | $3,516 | 0.02% | 2,930 | 0 | 0.0% | — | 不变 |
| — | DHI GROUP INC | $2,670 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2,619 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $2,567 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2,554 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2,310 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $2,076 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD | $1,700 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,650 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $1,643 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1,616 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1,428 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| — | LOCAL BOUNTI CORP | $1,160 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $806 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $794 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $537 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $467 | 0.00% | 16 | -18 | -52.9% | -$525 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $453 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $423 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $408 | 0.00% | 6 | -14 | -70.0% | -$952 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $285 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | WILLAMETTE VALLEY VINEYARDS | $257 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BMBL | BUMBLE INC | $163 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $141 | 0.00% | 10 | -90 | -90.0% | -$1,272 | 减仓 |
| — | ISHARES TR | $104 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $100 | 0.00% | 2 | 0 | 0.0% | — | 不变 |