Shum Financial Group, Inc.
ALAMEDA CA · SEC CIK 0002044675
$1.41亿2026Q1 申报市值
93持仓数
41.6%前十大占比 · 第一大 8.7%
0 / 0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
AAPL 加仓+$365.49万
MSFT 加仓+$41.83万
NVDA 加仓+$39.40万
EFV 加仓+$20.64万
JMST 加仓+$17.60万
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$19.61万
EXXON MOBIL CORP 减仓-$14.83万
JNJ 减仓-$11.93万
LLY 减仓-$8.00万
MEAR 重新持有-$6.79万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,233.43万 | 8.72% | 48,600 | 14,401 | 42.1% | $365.49万 | 加仓 |
| EFV | ISHARES TR | $1,116.45万 | 7.89% | 150,162 | 2,776 | 1.9% | $20.64万 | 加仓 |
| QUAL | ISHARES TR | $587.11万 | 4.15% | 30,609 | 513 | 1.7% | $9.84万 | 加仓 |
| IGLB | ISHARES TR | $494.66万 | 3.50% | 99,669 | 1,446 | 1.5% | $7.18万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $465.16万 | 3.29% | 96,266 | 77 | 0.1% | $3,721 | 加仓 |
| MSFT | MICROSOFT CORP | $457.70万 | 3.24% | 12,365 | 1,130 | 10.1% | $41.83万 | 加仓 |
| IQLT | ISHARES TR | $398.40万 | 2.82% | 86,177 | 3,473 | 4.2% | $16.06万 | 加仓 |
| SDY | SPDR SERIES TRUST | $382.33万 | 2.70% | 26,198 | -347 | -1.3% | -$5.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $374.18万 | 2.65% | 21,455 | 2,259 | 11.8% | $39.40万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $371.79万 | 2.63% | 79,256 | 1,980 | 2.6% | $9.29万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $360.85万 | 2.55% | 63,777 | 2,728 | 4.5% | $15.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $305.55万 | 2.16% | 10,387 | -66 | -0.6% | -$1.94万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $287.38万 | 2.03% | 29,351 | 246 | 0.8% | $2.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $284.50万 | 2.01% | 11,639 | -488 | -4.0% | -$11.93万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $281.73万 | 1.99% | 47,573 | 241 | 0.5% | $1.43万 | 加仓 |
| WMT | WALMART INC | $276.73万 | 1.96% | 22,267 | -243 | -1.1% | -$3.02万 | 减仓 |
| GOOGL | ALPHABET INC | $274.88万 | 1.94% | 9,559 | 397 | 4.3% | $11.42万 | 加仓 |
| EFG | ISHARES TR | $266.22万 | 1.88% | 23,904 | 1,478 | 6.6% | $16.46万 | 加仓 |
| AMZN | AMAZON COM INC | $255.96万 | 1.81% | 12,290 | 334 | 2.8% | $6.96万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $249.17万 | 1.76% | 29,263 | 1,151 | 4.1% | $9.80万 | 加仓 |
| BLK | BLACKROCK INC | $209.64万 | 1.48% | 2,180 | -3 | -0.1% | -$2,885 | 减仓 |
| HD | HOME DEPOT INC | $202.93万 | 1.43% | 6,170 | -76 | -1.2% | -$2.50万 | 减仓 |
| IXN | ISHARES TR | $188.87万 | 1.34% | 18,893 | -149 | -0.8% | -$1.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $165.21万 | 1.17% | 1,658 | 20 | 1.2% | $1.99万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $145.37万 | 1.03% | 31,679 | 38 | 0.1% | $1,744 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $139.54万 | 0.99% | 5,157 | 82 | 1.6% | $2.22万 | 加仓 |
| LLY | ELI LILLY & CO | $136.68万 | 0.97% | 1,486 | -87 | -5.5% | -$8.00万 | 减仓 |
| V | VISA INC | $134.35万 | 0.95% | 4,445 | 10 | 0.2% | $3,023 | 加仓 |
| USRT | ISHARES TR | $131.06万 | 0.93% | 22,141 | -76 | -0.3% | -$4,499 | 减仓 |
| PLD | PROLOGIS INC. | $125.72万 | 0.89% | 9,512 | 32 | 0.3% | $4,230 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $121.83万 | 0.86% | 30,352 | 366 | 1.2% | $1.47万 | 加仓 |
| PPL | PPL CORP | $118.45万 | 0.84% | 31,008 | -62 | -0.2% | -$2,368 | 减仓 |
| ABBV | ABBVIE INC | $114.04万 | 0.81% | 5,244 | 17 | 0.3% | $3,697 | 加仓 |
| — | SSGA ACTIVE TR | $105.43万 | 0.75% | 24,773 | 1,341 | 5.7% | $5.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $104.16万 | 0.74% | 6,497 | 646 | 11.0% | $10.36万 | 加仓 |
| FIXT | TCW ETF TRUST | $95.50万 | 0.68% | 25,206 | -1,165 | -4.4% | -$4.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $94.36万 | 0.67% | 6,532 | -50 | -0.8% | -$7,223 | 减仓 |
| — | EXXON MOBIL CORP | $91.66万 | 0.65% | 5,403 | -874 | -13.9% | -$14.83万 | 减仓 |
| AVGO | BROADCOM INC | $88.49万 | 0.63% | 2,859 | 135 | 5.0% | $4.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $87.53万 | 0.62% | 3,611 | 10 | 0.3% | $2,424 | 加仓 |
| CSCO | CISCO SYS INC | $87.51万 | 0.62% | 11,279 | -10 | -0.1% | -$776 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $86.92万 | 0.61% | 10,504 | -177 | -1.7% | -$1.46万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $85.86万 | 0.61% | 16,842 | 3,453 | 25.8% | $17.60万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $85.23万 | 0.60% | 5,155 | -77 | -1.5% | -$1.27万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $84.56万 | 0.60% | 5,768 | -15 | -0.3% | -$2,199 | 减仓 |
| NFLX | NETFLIX INC. | $84.45万 | 0.60% | 8,783 | 54 | 0.6% | $5,192 | 加仓 |
| QCOM | QUALCOMM INC | $82.55万 | 0.58% | 6,410 | 9 | 0.1% | $1,159 | 加仓 |
| ABT | ABBOTT LABORATORIES | $82.46万 | 0.58% | 8,032 | -13 | -0.2% | -$1,335 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $81.35万 | 0.58% | 8,269 | 277 | 3.5% | $2.73万 | 加仓 |
| ORCL | ORACLE CORP | $80.70万 | 0.57% | 5,486 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $79.58万 | 0.56% | 4,263 | 27 | 0.6% | $5,040 | 加仓 |
| AMT | AMERICAN TOWER CORP | $76.99万 | 0.54% | 4,461 | 319 | 7.7% | $5.51万 | 加仓 |
| FDX | FEDEX CORP | $73.41万 | 0.52% | 2,061 | -102 | -4.7% | -$3.63万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $71.62万 | 0.51% | 1,185 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $71.61万 | 0.51% | 5,953 | -88 | -1.5% | -$1.06万 | 减仓 |
| PEP | PEPSICO INC | $67.93万 | 0.48% | 4,374 | -6 | -0.1% | -$932 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $66.85万 | 0.47% | 3,286 | 327 | 11.1% | $6.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $64.06万 | 0.45% | 3,096 | -948 | -23.4% | -$19.61万 | 减仓 |
| ACWI | ISHARES TR | $63.67万 | 0.45% | 4,602 | 260 | 6.0% | $3.60万 | 加仓 |
| HSY | HERSHEY CO | $61.39万 | 0.43% | 2,953 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $59.29万 | 0.42% | 6,308 | 624 | 11.0% | $5.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.70万 | 0.41% | 1,204 | 15 | 1.3% | $7,188 | 加仓 |
| DIS | DISNEY WALT CO | $57.41万 | 0.41% | 5,957 | -165 | -2.7% | -$1.59万 | 减仓 |
| GE | GE AEROSPACE | $55.68万 | 0.39% | 1,962 | -20 | -1.0% | -$5,676 | 减仓 |
| SPAB | SPDR SERIES TRUST | $54.33万 | 0.38% | 21,205 | 314 | 1.5% | $8,045 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $53.27万 | 0.38% | 1,966 | -12 | -0.6% | -$3,251 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.12万 | 0.38% | 9,372 | 924 | 10.9% | $5.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $52.16万 | 0.37% | 1,626 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $48.70万 | 0.34% | 3,588 | 167 | 4.9% | $2.27万 | 加仓 |
| BX | BLACKSTONE INC | $47.93万 | 0.34% | 4,168 | 122 | 3.0% | $1.40万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $45.33万 | 0.32% | 1,161 | -1 | -0.1% | -$390 | 减仓 |
| GOOG | ALPHABET INC | $43.60万 | 0.31% | 1,520 | 330 | 27.7% | $9.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $40.71万 | 0.29% | 1,346 | -2 | -0.1% | -$605 | 减仓 |
| GEV | GE VERNOVA INC | $40.68万 | 0.29% | 466 | -15 | -3.1% | -$1.31万 | 减仓 |
| MDT | MEDTRONIC PLC | $38.95万 | 0.28% | 4,495 | -327 | -6.8% | -$2.83万 | 减仓 |
| IVV | ISHARES TR | $37.80万 | 0.27% | 579 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.70万 | 0.27% | 1,753 | 8 | 0.5% | $1,721 | 加仓 |
| TGT | TARGET CORP | $36.53万 | 0.26% | 3,014 | -55 | -1.8% | -$6,665 | 减仓 |
| — | HONEYWELL INTL INC | $35.71万 | 0.25% | 1,580 | -100 | -6.0% | -$2.26万 | 减仓 |
| ASML | ASML HLDG NV | $34.74万 | 0.25% | 263 | 60 | 29.6% | $7.92万 | 加仓 |
| AMGN | AMGEN INC | $33.67万 | 0.24% | 957 | -22 | -2.2% | -$7,741 | 减仓 |
| MCD | MCDONALDS CORP | $33.25万 | 0.24% | 1,070 | -17 | -1.6% | -$5,283 | 减仓 |
| META | META PLATFORMS INC | $31.12万 | 0.22% | 544 | 171 | 45.8% | $9.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $30.89万 | 0.22% | 2,516 | 123 | 5.1% | $1.51万 | 加仓 |
| ESGD | ISHARES TR | $30.34万 | 0.21% | 3,173 | 330 | 11.6% | $3.16万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $28.13万 | 0.20% | 5,534 | -115 | -2.0% | -$5,846 | 减仓 |
| MMM | 3M CO | $26.66万 | 0.19% | 1,836 | 9 | 0.5% | $1,307 | 加仓 |
| IJH | ISHARES TR | $24.52万 | 0.17% | 3,631 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $23.60万 | 0.17% | 3,577 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $22.10万 | 0.16% | 1,778 | 52 | 3.0% | $6,464 | 加仓 |
| MS | MORGAN STANLEY | $21.99万 | 0.16% | 1,336 | -8 | -0.6% | -$1,317 | 减仓 |
| MEAR | ISHARES U S ETF TR | $20.69万 | 0.15% | 4,111 | -1,349 | -24.7% | -$6.79万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $20.62万 | 0.15% | 601 | 6 | 1.0% | $2,058 | 加仓 |