Finley Financial, LLC
LAS VEGAS NV · SEC CIK 0002047823
$2.14亿2026Q1 申报市值
107持仓数
67.8%前十大占比 · 第一大 12.3%
2 / 5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
IXUS 加仓+$186.04万
SGOV 加仓+$59.94万
EEM 加仓+$47.07万
IJH 加仓+$23.26万
INDA 加仓+$18.90万
2026Q1 卖出最多 按季末市值估算
IYF 减仓-$213.25万
IWV 减仓-$40.44万
GRMN 清仓-$19.25万
IYY 减仓-$15.37万
QQQ 减仓-$13.56万
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 |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES RUSSELL 3000 ETF | $2,622.46万 | 12.28% | 70,747 | -1,091 | -1.5% | -$40.44万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2,188.77万 | 10.25% | 88,257 | -90 | -0.1% | -$2.23万 | 减仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $1,987.37万 | 9.30% | 229,382 | 21,473 | 10.3% | $186.04万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1,385.29万 | 6.49% | 24,001 | -235 | -1.0% | -$13.56万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,323.33万 | 6.20% | 195,962 | 3,445 | 1.8% | $23.26万 | 加仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $1,292.26万 | 6.05% | 227,550 | 8,288 | 3.8% | $47.07万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $1,282.82万 | 6.01% | 30,085 | 165 | 0.6% | $7.04万 | 加仓 |
| IYW | ISHARES US TECHNOLOGY ETF | $1,117.86万 | 5.23% | 61,617 | 625 | 1.0% | $11.34万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $754.06万 | 3.53% | 35,291 | -590 | -1.6% | -$12.61万 | 减仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $517.17万 | 2.42% | 82,562 | 135 | 0.2% | $8,456 | 加仓 |
| IWC | ISHARES TR MICRO-CAP ETF | $514.74万 | 2.41% | 32,250 | -200 | -0.6% | -$3.19万 | 减仓 |
| IYF | ISHARES US FINANCIALS ETF | $475.65万 | 2.23% | 40,426 | -18,124 | -31.0% | -$213.25万 | 减仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $425.37万 | 1.99% | 13,555 | -100 | -0.7% | -$3.14万 | 减仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $306.23万 | 1.43% | 31,495 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $294.62万 | 1.38% | 15,540 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $283.87万 | 1.33% | 21,360 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES US ETF | $237.94万 | 1.11% | 15,017 | -970 | -6.1% | -$15.37万 | 减仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $232.72万 | 1.09% | 23,119 | 5,955 | 34.7% | $59.94万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS | $223.58万 | 1.05% | 3,625 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $208.65万 | 0.98% | 6,560 | -35 | -0.5% | -$1.11万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $186.55万 | 0.87% | 8,835 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $185.73万 | 0.87% | 16,420 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 INDEX FUND | $177.03万 | 0.83% | 4,965 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $161.59万 | 0.76% | 11,345 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $151.30万 | 0.71% | 15,037 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $149.06万 | 0.70% | 21,371 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $122.40万 | 0.57% | 22,645 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $116.10万 | 0.54% | 12,825 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $107.87万 | 0.51% | 3,282 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD | $107.47万 | 0.50% | 10,560 | 700 | 7.1% | $7.12万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $102.82万 | 0.48% | 7,760 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $100.53万 | 0.47% | 7,610 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES S & P LATIN AMERICA 40 INDEX FUND | $98.34万 | 0.46% | 27,687 | 1,270 | 4.8% | $4.51万 | 加仓 |
| IYR | ISHARES US REAL ESTATE ETF | $92.20万 | 0.43% | 9,750 | -835 | -7.9% | -$7.90万 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $88.45万 | 0.41% | 8,910 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR S&P SMALL CAP 600 GROWTH ETF | $87.62万 | 0.41% | 6,055 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES EUROPE ETF | $86.52万 | 0.41% | 12,735 | 715 | 5.9% | $4.86万 | 加仓 |
| IAGG | ISHARES INTL AGGREGATE BOND | $77.21万 | 0.36% | 15,430 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR MSCI AC ASIA ETF | $71.21万 | 0.33% | 7,395 | -60 | -0.8% | -$5,777 | 减仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $68.86万 | 0.32% | 19,180 | 280 | 1.5% | $1.01万 | 加仓 |
| DSI | ISHARES TRUST ESG MSCI KLD 400 ETF | $64.11万 | 0.30% | 5,290 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $63.25万 | 0.30% | 5,340 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $58.40万 | 0.27% | 5,290 | -1,090 | -17.1% | -$12.03万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $57.93万 | 0.27% | 4,660 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES US HEALTHCARE ETF | $56.25万 | 0.26% | 9,125 | -1,325 | -12.7% | -$8.17万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $55.99万 | 0.26% | 861 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $51.96万 | 0.24% | 3,565 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $49.32万 | 0.23% | 755 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR RUS MD CP GR ETF | $42.28万 | 0.20% | 3,300 | -540 | -14.1% | -$6.92万 | 减仓 |
| AMZN | AMAZON.COM INC | $41.65万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR ESG AWARE MSCI USA ETF | $40.45万 | 0.19% | 2,860 | 0 | 0.0% | — | 不变 |
| INDY | ISHARES TR INDIA 50 ETF | $37.55万 | 0.18% | 8,890 | -340 | -3.7% | -$1.44万 | 减仓 |
| EAGG | ISHARES TR ESG AWR US AGRGT | $35.19万 | 0.16% | 7,400 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC MSCI JPN ETF NEW | $34.87万 | 0.16% | 4,130 | 240 | 6.2% | $2.03万 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $34.41万 | 0.16% | 6,580 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TRUST ISHARES MSCI INDIA ETF USD | $31.08万 | 0.15% | 6,635 | 4,035 | 155.2% | $18.90万 | 加仓 |
| EMB | ISHARES TR JP MOR EM MK ETF | $30.43万 | 0.14% | 3,240 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $29.62万 | 0.14% | 2,020 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR CRE U S REIT ETF | $28.29万 | 0.13% | 4,780 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC CL B | $25.83万 | 0.12% | 2,626 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR ESG AWRE USD ETF | $25.10万 | 0.12% | 10,850 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF | $23.51万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR MSCI UK ETF NEW | $22.96万 | 0.11% | 5,040 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF | $20.71万 | 0.10% | 1,900 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P US GROWTH ETF | $18.30万 | 0.09% | 1,180 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II KBW BK ETF | $17.80万 | 0.08% | 2,250 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR ESG AW MSCI EAFE | $17.50万 | 0.08% | 1,830 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR US REGNL BKS ETF | $16.15万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR ESG AWRE 1 5 YR | $15.41万 | 0.07% | 6,150 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $12.99万 | 0.06% | 405 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 | $12.95万 | 0.06% | 1,380 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $12.78万 | 0.06% | 790 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | $12.67万 | 0.06% | 1,535 | -1,610 | -51.2% | -$13.29万 | 减仓 |
| IUSB | ISHARES TRUST CORE UNIVERSAL USD BOND ETF | $12.47万 | 0.06% | 2,700 | 0 | 0.0% | — | 不变 |
| AIA | ISHARES TR ASIA 50 ETF | $12.42万 | 0.06% | 1,170 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $12.38万 | 0.06% | 1,745 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $12.36万 | 0.06% | 3,220 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR ISHARES BIOTECH | $11.40万 | 0.05% | 675 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $11.33万 | 0.05% | 1,040 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD S CORP | $11.22万 | 0.05% | 361 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $11.05万 | 0.05% | 730 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC ESG AWR MSCI EM | $11.00万 | 0.05% | 2,420 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $10.02万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | $9.41万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM USD0.001 | $9.03万 | 0.04% | 1,008 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR 20 YR TR BD ETF | $9.02万 | 0.04% | 1,040 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $8.55万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $7.75万 | 0.04% | 945 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $7.57万 | 0.04% | 609 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $7.10万 | 0.03% | 1,010 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR EAFE SML CP ETF | $7.06万 | 0.03% | 900 | 600 | 200.0% | $4.70万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $6.54万 | 0.03% | 640 | 0 | 0.0% | — | 不变 |
| CQQQ | INVESCO EXCH TRADED FD TR II CHINA TECHNLGY | $5.98万 | 0.03% | 1,300 | 1,300 | — | $5.98万 | 新建仓 |
| ORCL | ORACLE CORP | $5.88万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM USD0.001 | $5.67万 | 0.03% | 1,284 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES TR MSCI INDIA SM CP | $5.58万 | 0.03% | 930 | 630 | 210.0% | $3.78万 | 加仓 |
| F | FORD MTR CO DEL COM | $5.45万 | 0.03% | 4,725 | 0 | 0.0% | — | 不变 |
| — | LAIRD SUPERFOOD INC COM STK | $5.38万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $5.16万 | 0.02% | 1,668 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $4.77万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |