13F 机构持仓

Finley Financial, LLC

LAS VEGAS NV · SEC CIK 0002047823

2026Q22026Q1 更早 9 个季度 🔒
$2.48亿2026Q2 申报市值
110持仓数
68.2%前十大占比 · 第一大 11.9%
3 / 0新建仓 / 清仓
申报市值走势$2.48亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWV 11.9%
IWM 10.5%
IXUS 8.8%
QQQ 7.0%
EEM 6.2%
IYW 6.1%
IJH 6.0%
IWF 5.9%
IWD 3.3%
IWC 2.6%

2026Q2 买入最多 按季末市值估算

SGOV 加仓+$40.82万
LAIRD SUPERFOOD 加仓+$11.75万
RSPT 新建仓+$10.32万
ICLN 新建仓+$10.24万
CQQQ 加仓+$4.05万

2026Q2 卖出最多 按季末市值估算

IWV 减仓-$58.54万
IWM 减仓-$50.48万
IWD 减仓-$47.15万
QQQ 减仓-$29.09万
IYW 减仓-$26.76万

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
NU NU HOLDINGS LTD USD0.000006666666 CLASS A $1.03万0.00%771 00.0% — 不变
MKC MCCORMICK &COMPANY INC COM NPV $1.13万0.00%224 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $1.20万0.00%235 235— $1.20万 新建仓
TOST TOAST INC CL A $1.30万0.01%469 00.0% — 不变
JNJ JOHNSON &JOHNSON COM $2.64万0.01%104 00.0% — 不变
— SMARTBIRD, INC. CLASS A COMMON STOCK $4.00万0.02%10,000 00.0% — 不变
XT ISHARES TR FUTURE EXPONENTIAL TECHNOLOGIES ETF $4.13万0.02%500 00.0% — 不变
IGV ISHARES TR EXPANDED TECH $4.53万0.02%500 00.0% — 不变
HD HOME DEPOT INC $5.11万0.02%145 00.0% — 不变
ORCL ORACLE CORP $5.86万0.02%400 00.0% — 不变
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF $6.15万0.02%1,668 00.0% — 不变
F FORD MTR CO DEL COM $6.57万0.03%4,725 00.0% — 不变
WMT WALMART INC COM $6.90万0.03%609 00.0% — 不变
IUSV ISHARES CORE S&P US VALUE ETF $7.05万0.03%640 00.0% — 不变
IEUR ISHARES CORE MSCI EUROPE ETF $7.59万0.03%1,010 00.0% — 不变
XLP SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $7.85万0.03%945 00.0% — 不变
SMIN ISHARES TR MSCI INDIA SM CP $7.99万0.03%1,130 20021.5% $1.41万 加仓
SCZ ISHARES TR EAFE SML CP ETF $8.64万0.03%1,050 15016.7% $1.23万 加仓
SPOT SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 $8.91万0.04%194 00.0% — 不变
TLT ISHARES TR 20 YR TR BD ETF $8.99万0.04%1,040 00.0% — 不变
MCD MCDONALD S CORP $9.76万0.04%361 00.0% — 不变
IEF ISHARES TR 7-10 YR TRSY BD $9.93万0.04%1,050 00.0% — 不变
ICLN ISHARES TR GL CLEAN ENE ETF $10.24万0.04%5,000 5,000— $10.24万 新建仓
SBUX STARBUCKS CORP COM USD0.001 $10.30万0.04%1,008 00.0% — 不变
RSPT INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC $10.32万0.04%1,600 1,600— $10.32万 新建仓
EWZ ISHARES MSCI BRAZIL ETF $11.11万0.04%3,220 00.0% — 不变
DVY ISHARES SELECT DIVIDEND ETF $11.41万0.05%730 00.0% — 不变
CQQQ INVESCO EXCH TRADED FD TR II CHINA TECHNLGY $11.46万0.05%2,010 71054.6% $4.05万 加仓
XLY SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF $12.20万0.05%1,040 00.0% — 不变
IUSB ISHARES TRUST CORE UNIVERSAL USD BOND ETF $12.46万0.05%2,700 00.0% — 不变
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF $12.60万0.05%1,535 00.0% — 不变
IBB ISHARES TR ISHARES BIOTECH $12.84万0.05%675 00.0% — 不变
ESGE ISHARES INC ESG AWR MSCI EM $13.23万0.05%2,420 00.0% — 不变
XLI SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $14.63万0.06%790 00.0% — 不变
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF $14.99万0.06%405 00.0% — 不变
SUSB ISHARES TR ESG AWRE 1 5 YR $15.37万0.06%6,150 00.0% — 不变
AIA ISHARES TR ASIA 50 ETF $16.57万0.07%1,170 00.0% — 不变
LRCX LAM RESEARCH CORP COM NEW $17.33万0.07%400 00.0% — 不变
INTC INTEL CORP COM USD0.001 $17.93万0.07%1,284 00.0% — 不变
IAT ISHARES TR US REGNL BKS ETF $18.66万0.08%3,000 00.0% — 不变
ESGD ISHARES TR ESG AW MSCI EAFE $18.81万0.08%1,830 00.0% — 不变
EWT ISHARES MSCI TAIWAN ETF $18.95万0.08%1,745 00.0% — 不变
LQD ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF $20.72万0.08%1,900 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF $20.92万0.08%2,250 00.0% — 不变
IUSG ISHARES CORE S&P US GROWTH ETF $22.19万0.09%1,180 00.0% — 不变
EWU ISHARES TR MSCI UK ETF NEW $23.25万0.09%5,040 00.0% — 不变
— LAIRD SUPERFOOD INC COM STK $23.50万0.09%50,000 25,000100.0% $11.75万 加仓
SUSC ISHARES TR ESG AWRE USD ETF $25.12万0.10%10,850 00.0% — 不变
ESML ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF $27.96万0.11%5,000 00.0% — 不变
UPS UNITED PARCEL SERVICE INC CL B $28.23万0.11%2,626 00.0% — 不变
EMB ISHARES TR JP MOR EM MK ETF $31.25万0.13%3,240 00.0% — 不变
USRT ISHARES TR CRE U S REIT ETF $31.76万0.13%4,780 00.0% — 不变
XLV SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $32.05万0.13%2,020 00.0% — 不变
INDA ISHARES TRUST ISHARES MSCI INDIA ETF USD $33.76万0.14%6,835 2003.0% $9,878 加仓
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF $34.76万0.14%3,150 -2,140-40.5% -$23.61万 减仓
EAGG ISHARES TR ESG AWR US AGRGT $35.08万0.14%7,400 00.0% — 不变
IVV ISHARES CORE S&P 500 ETF $35.95万0.14%480 -275-36.4% -$20.59万 减仓
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND $37.51万0.15%6,580 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 $37.53万0.15%1,380 00.0% — 不变
EWJ ISHARES INC MSCI JPN ETF NEW $38.52万0.16%4,130 00.0% — 不变
INDY ISHARES TR INDIA 50 ETF $38.63万0.16%8,890 00.0% — 不变
ESGU ISHARES TR ESG AWARE MSCI USA ETF $46.81万0.19%2,860 00.0% — 不变
AMZN AMAZON.COM INC $47.67万0.19%2,000 00.0% — 不变
IWP ISHARES TR RUS MD CP GR ETF $48.32万0.19%3,300 00.0% — 不变
IYH ISHARES US HEALTHCARE ETF $53.78万0.22%8,025 -1,100-12.1% -$7.37万 减仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $58.68万0.24%3,565 00.0% — 不变
FXI ISHARES CHINA LARGE-CAP ETF $61.54万0.25%19,480 3001.6% $9,477 加仓
SPY STATE STREET SPDR S&P 500 ETF UNITS $64.30万0.26%861 00.0% — 不变
IJR ISHARES CORE S&P SMALL-CAP E $69.11万0.28%4,660 00.0% — 不变
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $72.99万0.29%5,340 00.0% — 不变
IAGG ISHARES INTL AGGREGATE BOND $73.17万0.29%14,460 -970-6.3% -$4.91万 减仓
DSI ISHARES TRUST ESG MSCI KLD 400 ETF $74.90万0.30%5,260 -30-0.6% -$4,272 减仓
AGG ISHARES CORE US AGGREGATE BOND ETF $83.24万0.34%8,410 -500-5.6% -$4.95万 减仓
AAXJ ISHARES TR MSCI AC ASIA ETF $88.24万0.36%7,395 00.0% — 不变
IEV ISHARES EUROPE ETF $92.77万0.37%12,735 00.0% — 不变
ILF ISHARES S & P LATIN AMERICA 40 INDEX FUND $93.44万0.38%27,687 00.0% — 不变
IYR ISHARES US REAL ESTATE ETF $99.69万0.40%9,750 00.0% — 不变
IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF $108.14万0.44%6,055 00.0% — 不变
EUSA ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD $113.73万0.46%9,960 -600-5.7% -$6.85万 减仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $114.64万0.46%7,760 00.0% — 不变
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF $117.42万0.47%7,610 00.0% — 不变
IEFA ISHARES TRUST CORE MSCI EAFE ETF $123.86万0.50%12,825 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF $135.17万0.54%22,645 00.0% — 不变
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF $175.28万0.71%10,670 -675-5.9% -$11.09万 减仓
IJK ISHARES S&P MID-CAP 400 GROWTH ETF $176.68万0.71%15,037 00.0% — 不变
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $179.81万0.72%21,706 3351.6% $2.78万 加仓
IWB ISHARES RUSSELL 1000 INDEX FUND $194.31万0.78%4,745 -220-4.4% -$9.01万 减仓
IVE ISHARES S&P 500 VALUE ETF $196.07万0.79%8,635 -200-2.3% -$4.54万 减仓
SOXX ISHARES TR ISHARES SEMICDTR $210.30万0.85%3,282 00.0% — 不变
IVW ISHARES S&P 500 GROWTH ETF $223.07万0.90%16,220 -200-1.2% -$2.75万 减仓
OEF ISHARES S&P 100 ETF $240.01万0.97%6,560 00.0% — 不变
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS $244.41万0.98%3,475 -150-4.1% -$10.55万 减仓
IYY ISHARES DOW JONES US ETF $255.50万1.03%14,017 -1,000-6.7% -$18.23万 减仓
SGOV ISHARES TR 0-3 MNTH TREASRY $273.56万1.10%27,174 4,05517.5% $40.82万 加仓
IWN ISHARES RUSSELL 2000 VALUE ETF $343.74万1.38%15,540 00.0% — 不变
IWR ISHARES TR RUS MID CAP ETF $347.45万1.40%31,495 00.0% — 不变
XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $406.95万1.64%21,360 00.0% — 不变
IYF ISHARES US FINANCIALS ETF $489.27万1.97%38,371 -2,055-5.1% -$26.20万 减仓
IWO ISHARES TR RUS 2000 GRW ETF $534.01万2.15%13,555 00.0% — 不变
EZU ISHARES MSCI EUROZONE ETF $573.81万2.31%82,562 00.0% — 不变