Shum Financial Group, Inc.
ALAMEDA CA · SEC CIK 0002044675
$1.66亿2026Q2 申报市值
106持仓数
40.0%前十大占比 · 第一大 8.6%
17 / 4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
EMB 新建仓+$112.16万
JMST 加仓+$87.43万
SPY 新建仓+$73.11万
TSM 新建仓+$61.22万
IUSG 新建仓+$58.44万
2026Q2 卖出最多 按季末市值估算
SSGA ACTIVE TR 清仓-$105.43万
CVX 清仓-$64.06万
EXXON MOBIL CORP 减仓-$40.00万
HONEYWELL INTL I 清仓-$35.71万
MEAR 清仓-$20.69万
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 |
|---|---|---|---|---|---|---|---|---|
| — | SSGA ACTIVE TR | $0 | 0.00% | 0 | -24,773 | -100.0% | -$105.43万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -3,096 | -100.0% | -$64.06万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,580 | -100.0% | -$35.71万 | 清仓 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,111 | -100.0% | -$20.69万 | 清仓 |
| CMF | ISHARES TR | $21.36万 | 0.13% | 3,706 | 3,706 | — | $21.36万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $21.61万 | 0.13% | 610 | 9 | 1.5% | $3,188 | 加仓 |
| TXN | TEXAS INSTRS INC | $21.61万 | 0.13% | 725 | 725 | — | $21.61万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.73万 | 0.13% | 3,641 | 3,641 | — | $21.73万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.95万 | 0.14% | 849 | -221 | -20.7% | -$5.97万 | 减仓 |
| IWR | ISHARES TR | $23.06万 | 0.14% | 2,090 | 2,090 | — | $23.06万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $23.47万 | 0.14% | 4,448 | 4,448 | — | $23.47万 | 新建仓 |
| IWM | ISHARES TR | $23.86万 | 0.14% | 794 | 794 | — | $23.86万 | 新建仓 |
| BAC | BANK OF AMER CORP | $24.31万 | 0.15% | 4,267 | 4,267 | — | $24.31万 | 新建仓 |
| TGT | TARGET CORP | $25.30万 | 0.15% | 1,937 | -1,077 | -35.7% | -$14.07万 | 减仓 |
| MO | ALTRIA GROUP INC | $25.62万 | 0.15% | 3,561 | -16 | -0.4% | -$1,151 | 减仓 |
| ETN | EATON CORP PLC | $25.87万 | 0.16% | 607 | 607 | — | $25.87万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $25.99万 | 0.16% | 353 | 353 | — | $25.99万 | 新建仓 |
| MS | MORGAN STANLEY | $27.78万 | 0.17% | 1,329 | -7 | -0.5% | -$1,463 | 减仓 |
| IJH | ISHARES TR | $28.00万 | 0.17% | 3,631 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $28.65万 | 0.17% | 5,656 | 122 | 2.2% | $6,181 | 加仓 |
| MMM | 3M CO | $29.73万 | 0.18% | 1,836 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $32.05万 | 0.19% | 467 | 467 | — | $32.05万 | 新建仓 |
| ESGD | ISHARES TR | $33.14万 | 0.20% | 3,223 | 50 | 1.6% | $5,141 | 加仓 |
| AMGN | AMGEN INC | $33.68万 | 0.20% | 930 | -27 | -2.8% | -$9,777 | 减仓 |
| — | EXXON MOBIL CORP | $33.87万 | 0.20% | 2,477 | -2,926 | -54.2% | -$40.00万 | 减仓 |
| MDT | MEDTRONIC PLC | $33.87万 | 0.20% | 4,329 | -166 | -3.7% | -$1.30万 | 减仓 |
| IJR | ISHARES TR | $34.19万 | 0.21% | 2,305 | 527 | 29.6% | $7.82万 | 加仓 |
| META | META PLATFORMS INC | $36.44万 | 0.22% | 647 | 103 | 18.9% | $5.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $43.26万 | 0.26% | 1,279 | -67 | -5.0% | -$2.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.28万 | 0.26% | 1,829 | 76 | 4.3% | $1.80万 | 加仓 |
| DIS | DISNEY WALT CO | $43.30万 | 0.26% | 4,499 | -1,458 | -24.5% | -$14.03万 | 减仓 |
| IVV | ISHARES TR | $43.34万 | 0.26% | 579 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $43.42万 | 0.26% | 8,592 | 8,592 | — | $43.42万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $45.27万 | 0.27% | 2,665 | 149 | 5.9% | $2.53万 | 加仓 |
| APH | AMPHENOL CORP | $45.77万 | 0.28% | 2,596 | 2,596 | — | $45.77万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $46.53万 | 0.28% | 2,135 | 2,135 | — | $46.53万 | 新建仓 |
| BX | BLACKSTONE INC | $48.86万 | 0.29% | 4,152 | -16 | -0.4% | -$1,883 | 减仓 |
| HDV | ISHARES TR | $49.61万 | 0.30% | 18,101 | 161 | 0.9% | $4,413 | 加仓 |
| HSY | HERSHEY CO | $51.81万 | 0.31% | 2,953 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $52.44万 | 0.32% | 3,873 | -501 | -11.5% | -$6.78万 | 减仓 |
| GEV | GE VERNOVA INC | $54.87万 | 0.33% | 467 | 1 | 0.2% | $1,175 | 加仓 |
| FDX | FEDEX CORP | $56.74万 | 0.34% | 1,812 | -249 | -12.1% | -$7.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $58.06万 | 0.35% | 1,569 | -57 | -3.5% | -$2.11万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $58.36万 | 0.35% | 22,870 | 1,665 | 7.9% | $4.25万 | 加仓 |
| IUSG | ISHARES TR | $58.44万 | 0.35% | 3,107 | 3,107 | — | $58.44万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.75万 | 0.35% | 1,174 | -30 | -2.5% | -$1.50万 | 减仓 |
| GOOG | ALPHABET INC | $59.01万 | 0.36% | 1,670 | 150 | 9.9% | $5.30万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $59.71万 | 0.36% | 1,172 | -13 | -1.1% | -$6,623 | 减仓 |
| NFLX | NETFLIX INC. | $60.16万 | 0.36% | 8,426 | -357 | -4.1% | -$2.55万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $60.17万 | 0.36% | 10,654 | 1,282 | 13.7% | $7.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.22万 | 0.37% | 1,282 | 1,282 | — | $61.22万 | 新建仓 |
| PSA | PUBLIC STORAGE | $64.02万 | 0.39% | 2,011 | 45 | 2.3% | $1.43万 | 加仓 |
| CRM | SALESFORCE INC | $69.42万 | 0.42% | 4,431 | 168 | 3.9% | $2.63万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $70.21万 | 0.42% | 7,737 | -295 | -3.7% | -$2.68万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $70.84万 | 0.43% | 7,677 | 1,369 | 21.7% | $12.63万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.11万 | 0.44% | 979 | 979 | — | $73.11万 | 新建仓 |
| GE | GE AEROSPACE | $73.52万 | 0.44% | 1,967 | 5 | 0.3% | $1,869 | 加仓 |
| MRK | MERCK & CO INC | $75.68万 | 0.46% | 5,889 | -64 | -1.1% | -$8,225 | 减仓 |
| ORCL | ORACLE CORP | $76.57万 | 0.46% | 5,225 | -261 | -4.8% | -$3.82万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $76.84万 | 0.46% | 4,698 | 237 | 5.3% | $3.88万 | 加仓 |
| ACWI | ISHARES TR | $79.63万 | 0.48% | 5,073 | 471 | 10.2% | $7.39万 | 加仓 |
| ASML | ASML HLDG NV | $82.56万 | 0.50% | 415 | 152 | 57.8% | $30.24万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $87.70万 | 0.53% | 5,981 | -551 | -8.4% | -$8.08万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $88.00万 | 0.53% | 8,186 | -83 | -1.0% | -$8,922 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $91.08万 | 0.55% | 11,020 | 516 | 4.9% | $4.26万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $92.24万 | 0.56% | 5,814 | 46 | 0.8% | $7,298 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $94.22万 | 0.57% | 5,208 | 53 | 1.0% | $9,588 | 加仓 |
| FIXT | TCW ETF TRUST | $94.48万 | 0.57% | 25,000 | -206 | -0.8% | -$7,785 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $95.62万 | 0.58% | 1,253 | 92 | 7.9% | $7.02万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.71万 | 0.61% | 3,617 | 6 | 0.2% | $1,687 | 加仓 |
| PPL | PPL CORP | $110.91万 | 0.67% | 30,512 | -496 | -1.6% | -$1.80万 | 减仓 |
| EMB | ISHARES TR | $112.16万 | 0.68% | 11,630 | 11,630 | — | $112.16万 | 新建仓 |
| QCOM | QUALCOMM INC | $118.01万 | 0.71% | 6,386 | -24 | -0.4% | -$4,435 | 减仓 |
| AVGO | BROADCOM INC | $118.95万 | 0.72% | 3,149 | 290 | 10.1% | $10.95万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $122.00万 | 0.74% | 30,281 | -71 | -0.2% | -$2,861 | 减仓 |
| PLD | PROLOGIS INC. | $128.72万 | 0.78% | 9,502 | -10 | -0.1% | -$1,355 | 减仓 |
| ABBV | ABBVIE INC | $129.47万 | 0.78% | 5,145 | -99 | -1.9% | -$2.49万 | 减仓 |
| CSCO | CISCO SYS INC | $131.67万 | 0.79% | 11,210 | -69 | -0.6% | -$8,105 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $144.16万 | 0.87% | 31,795 | 116 | 0.4% | $5,259 | 加仓 |
| USRT | ISHARES TR | $147.02万 | 0.89% | 22,124 | -17 | -0.1% | -$1,130 | 减仓 |
| V | VISA INC | $152.24万 | 0.92% | 4,437 | -8 | -0.2% | -$2,745 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $160.43万 | 0.97% | 1,715 | 57 | 3.4% | $5.33万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $173.33万 | 1.04% | 33,986 | 17,144 | 101.8% | $87.43万 | 加仓 |
| LLY | ELI LILLY & CO | $174.28万 | 1.05% | 1,453 | -33 | -2.2% | -$3.96万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $197.51万 | 1.19% | 3,400 | 114 | 3.5% | $6.62万 | 加仓 |
| HD | HOME DEPOT INC | $207.83万 | 1.25% | 5,893 | -277 | -4.5% | -$9.77万 | 减仓 |
| BLK | BLACKROCK INC | $210.37万 | 1.27% | 2,188 | 8 | 0.4% | $7,692 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $215.05万 | 1.30% | 5,174 | 17 | 0.3% | $7,066 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $228.18万 | 1.38% | 6,691 | 194 | 3.0% | $6.62万 | 加仓 |
| WMT | WALMART INC | $253.18万 | 1.53% | 22,354 | 87 | 0.4% | $9,854 | 加仓 |
| IXN | ISHARES TR | $267.73万 | 1.61% | 18,531 | -362 | -1.9% | -$5.23万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $290.45万 | 1.75% | 30,622 | 1,359 | 4.6% | $12.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $294.91万 | 1.78% | 11,612 | -27 | -0.2% | -$6,857 | 减仓 |
| AMZN | AMAZON COM INC | $297.45万 | 1.79% | 12,480 | 190 | 1.5% | $4.53万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $324.12万 | 1.95% | 47,975 | 402 | 0.8% | $2.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $338.36万 | 2.04% | 10,337 | -50 | -0.5% | -$1.64万 | 减仓 |
| EFG | ISHARES TR | $340.82万 | 2.05% | 27,393 | 3,489 | 14.6% | $43.41万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $363.95万 | 2.19% | 30,587 | 1,236 | 4.2% | $14.71万 | 加仓 |
| GOOGL | ALPHABET INC | $373.38万 | 2.25% | 10,448 | 889 | 9.3% | $31.77万 | 加仓 |
| SDY | SPDR SERIES TRUST | $409.12万 | 2.47% | 26,884 | 686 | 2.6% | $10.44万 | 加仓 |