Finley Financial, LLC
LAS VEGAS NV · SEC CIK 0002047823
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES RUSSELL 3000 ETF | $2,958.09万 | 11.91% | 69,374 | -1,373 | -1.9% | -$58.54万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2,601.21万 | 10.47% | 86,577 | -1,680 | -1.9% | -$50.48万 | 减仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $2,177.86万 | 8.77% | 228,192 | -1,190 | -0.5% | -$11.36万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1,738.35万 | 7.00% | 23,606 | -395 | -1.6% | -$29.09万 | 减仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $1,538.71万 | 6.19% | 224,925 | -2,625 | -1.2% | -$17.96万 | 减仓 |
| IYW | ISHARES US TECHNOLOGY ETF | $1,527.40万 | 6.15% | 60,556 | -1,061 | -1.7% | -$26.76万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,488.47万 | 5.99% | 193,032 | -2,930 | -1.5% | -$22.59万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $1,471.17万 | 5.92% | 118,480 | -1,860 | -1.5% | -$23.10万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $808.41万 | 3.25% | 33,346 | -1,945 | -5.5% | -$47.15万 | 减仓 |
| IWC | ISHARES TR MICRO-CAP ETF | $643.53万 | 2.59% | 32,170 | -80 | -0.2% | -$1.60万 | 减仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $573.81万 | 2.31% | 82,562 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $534.01万 | 2.15% | 13,555 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES US FINANCIALS ETF | $489.27万 | 1.97% | 38,371 | -2,055 | -5.1% | -$26.20万 | 减仓 |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $406.95万 | 1.64% | 21,360 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUS MID CAP ETF | $347.45万 | 1.40% | 31,495 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $343.74万 | 1.38% | 15,540 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $273.56万 | 1.10% | 27,174 | 4,055 | 17.5% | $40.82万 | 加仓 |
| IYY | ISHARES DOW JONES US ETF | $255.50万 | 1.03% | 14,017 | -1,000 | -6.7% | -$18.23万 | 减仓 |
| 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 |
| OEF | ISHARES S&P 100 ETF | $240.01万 | 0.97% | 6,560 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $223.07万 | 0.90% | 16,220 | -200 | -1.2% | -$2.75万 | 减仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $210.30万 | 0.85% | 3,282 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $196.07万 | 0.79% | 8,635 | -200 | -2.3% | -$4.54万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 INDEX FUND | $194.31万 | 0.78% | 4,745 | -220 | -4.4% | -$9.01万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $179.81万 | 0.72% | 21,706 | 335 | 1.6% | $2.78万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $176.68万 | 0.71% | 15,037 | 0 | 0.0% | — | 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 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $135.17万 | 0.54% | 22,645 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $123.86万 | 0.50% | 12,825 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $117.42万 | 0.47% | 7,610 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $114.64万 | 0.46% | 7,760 | 0 | 0.0% | — | 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 |
| IJT | ISHARES TR S&P SMALL CAP 600 GROWTH ETF | $108.14万 | 0.44% | 6,055 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES US REAL ESTATE ETF | $99.69万 | 0.40% | 9,750 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES S & P LATIN AMERICA 40 INDEX FUND | $93.44万 | 0.38% | 27,687 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES EUROPE ETF | $92.77万 | 0.37% | 12,735 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR MSCI AC ASIA ETF | $88.24万 | 0.36% | 7,395 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $83.24万 | 0.34% | 8,410 | -500 | -5.6% | -$4.95万 | 减仓 |
| DSI | ISHARES TRUST ESG MSCI KLD 400 ETF | $74.90万 | 0.30% | 5,260 | -30 | -0.6% | -$4,272 | 减仓 |
| IAGG | ISHARES INTL AGGREGATE BOND | $73.17万 | 0.29% | 14,460 | -970 | -6.3% | -$4.91万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $72.99万 | 0.29% | 5,340 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $69.11万 | 0.28% | 4,660 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $64.30万 | 0.26% | 861 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $61.54万 | 0.25% | 19,480 | 300 | 1.6% | $9,477 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $58.68万 | 0.24% | 3,565 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES US HEALTHCARE ETF | $53.78万 | 0.22% | 8,025 | -1,100 | -12.1% | -$7.37万 | 减仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $48.32万 | 0.19% | 3,300 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $47.67万 | 0.19% | 2,000 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR ESG AWARE MSCI USA ETF | $46.81万 | 0.19% | 2,860 | 0 | 0.0% | — | 不变 |
| INDY | ISHARES TR INDIA 50 ETF | $38.63万 | 0.16% | 8,890 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC MSCI JPN ETF NEW | $38.52万 | 0.16% | 4,130 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 | $37.53万 | 0.15% | 1,380 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $37.51万 | 0.15% | 6,580 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $35.95万 | 0.14% | 480 | -275 | -36.4% | -$20.59万 | 减仓 |
| EAGG | ISHARES TR ESG AWR US AGRGT | $35.08万 | 0.14% | 7,400 | 0 | 0.0% | — | 不变 |
| 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 |
| INDA | ISHARES TRUST ISHARES MSCI INDIA ETF USD | $33.76万 | 0.14% | 6,835 | 200 | 3.0% | $9,878 | 加仓 |
| XLV | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $32.05万 | 0.13% | 2,020 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR CRE U S REIT ETF | $31.76万 | 0.13% | 4,780 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR JP MOR EM MK ETF | $31.25万 | 0.13% | 3,240 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC CL B | $28.23万 | 0.11% | 2,626 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF | $27.96万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR ESG AWRE USD ETF | $25.12万 | 0.10% | 10,850 | 0 | 0.0% | — | 不变 |
| — | LAIRD SUPERFOOD INC COM STK | $23.50万 | 0.09% | 50,000 | 25,000 | 100.0% | $11.75万 | 加仓 |
| EWU | ISHARES TR MSCI UK ETF NEW | $23.25万 | 0.09% | 5,040 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P US GROWTH ETF | $22.19万 | 0.09% | 1,180 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II KBW BK ETF | $20.92万 | 0.08% | 2,250 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF | $20.72万 | 0.08% | 1,900 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $18.95万 | 0.08% | 1,745 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR ESG AW MSCI EAFE | $18.81万 | 0.08% | 1,830 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR US REGNL BKS ETF | $18.66万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM USD0.001 | $17.93万 | 0.07% | 1,284 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $17.33万 | 0.07% | 400 | 0 | 0.0% | — | 不变 |
| AIA | ISHARES TR ASIA 50 ETF | $16.57万 | 0.07% | 1,170 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR ESG AWRE 1 5 YR | $15.37万 | 0.06% | 6,150 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $14.99万 | 0.06% | 405 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $14.63万 | 0.06% | 790 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC ESG AWR MSCI EM | $13.23万 | 0.05% | 2,420 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR ISHARES BIOTECH | $12.84万 | 0.05% | 675 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | $12.60万 | 0.05% | 1,535 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TRUST CORE UNIVERSAL USD BOND ETF | $12.46万 | 0.05% | 2,700 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $12.20万 | 0.05% | 1,040 | 0 | 0.0% | — | 不变 |
| CQQQ | INVESCO EXCH TRADED FD TR II CHINA TECHNLGY | $11.46万 | 0.05% | 2,010 | 710 | 54.6% | $4.05万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $11.41万 | 0.05% | 730 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $11.11万 | 0.04% | 3,220 | 0 | 0.0% | — | 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 |
| SBUX | STARBUCKS CORP COM USD0.001 | $10.30万 | 0.04% | 1,008 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $10.24万 | 0.04% | 5,000 | 5,000 | — | $10.24万 | 新建仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $9.93万 | 0.04% | 1,050 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD S CORP | $9.76万 | 0.04% | 361 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR 20 YR TR BD ETF | $8.99万 | 0.04% | 1,040 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 | $8.91万 | 0.04% | 194 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR EAFE SML CP ETF | $8.64万 | 0.03% | 1,050 | 150 | 16.7% | $1.23万 | 加仓 |
| SMIN | ISHARES TR MSCI INDIA SM CP | $7.99万 | 0.03% | 1,130 | 200 | 21.5% | $1.41万 | 加仓 |
| XLP | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $7.85万 | 0.03% | 945 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $7.59万 | 0.03% | 1,010 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $7.05万 | 0.03% | 640 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $6.90万 | 0.03% | 609 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL COM | $6.57万 | 0.03% | 4,725 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $6.15万 | 0.02% | 1,668 | 0 | 0.0% | — | 不变 |