Friday Financial
DUBUQUE IA · SEC CIK 0002048792
$3.73亿2026Q2 申报市值
108持仓数
61.6%前十大占比 · 第一大 23.0%
17 / 2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
ITOT 加仓+$964.89万
SCHG 加仓+$434.84万
SCHF 加仓+$394.02万
VGIT 加仓+$344.98万
DFSD 加仓+$260.91万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$55.94万
EXXON MOBIL CORP 清仓-$22.33万
JEPI 清仓-$20.52万
VTI 减仓-$9.09万
JEPQ 减仓-$1.31万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,316 | -100.0% | -$22.33万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,620 | -100.0% | -$20.52万 | 清仓 |
| — | HIGH TIDE INC | $2.86万 | 0.01% | 12,755 | 12,755 | — | $2.86万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $20.59万 | 0.06% | 18,923 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.79万 | 0.06% | 3,505 | -221 | -5.9% | -$1.31万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $21.21万 | 0.06% | 2,500 | -150 | -5.7% | -$1.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $21.65万 | 0.06% | 738 | 738 | — | $21.65万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.09万 | 0.06% | 1,644 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.58万 | 0.06% | 302 | 302 | — | $22.58万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $22.89万 | 0.06% | 1,945 | 1,945 | — | $22.89万 | 新建仓 |
| KO | COCA COLA CO | $23.96万 | 0.06% | 2,851 | 2,851 | — | $23.96万 | 新建仓 |
| MS | MORGAN STANLEY | $24.98万 | 0.07% | 1,125 | 1,125 | — | $24.98万 | 新建仓 |
| IJJ | ISHARES TR | $25.17万 | 0.07% | 1,724 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $25.91万 | 0.07% | 502 | 502 | — | $25.91万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.94万 | 0.07% | 2,661 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $26.42万 | 0.07% | 11,513 | 11,513 | — | $26.42万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $27.09万 | 0.07% | 6,678 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $28.39万 | 0.08% | 1,062 | 1,062 | — | $28.39万 | 新建仓 |
| CAT | CATERPILLAR INC | $28.49万 | 0.08% | 303 | -595 | -66.3% | -$55.94万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $29.02万 | 0.08% | 6,022 | 1,795 | 42.5% | $8.65万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $29.09万 | 0.08% | 3,823 | 710 | 22.8% | $5.40万 | 加仓 |
| SDY | SPDR SERIES TRUST | $29.60万 | 0.08% | 1,902 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $31.00万 | 0.08% | 5,994 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $31.84万 | 0.09% | 2,754 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $31.89万 | 0.09% | 869 | 869 | — | $31.89万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $32.80万 | 0.09% | 2,147 | 2,147 | — | $32.80万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $32.82万 | 0.09% | 477 | 477 | — | $32.82万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $34.26万 | 0.09% | 14,083 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $35.75万 | 0.10% | 3,753 | -1 | -0.0% | -$95 | 减仓 |
| CSCO | CISCO SYS INC | $35.96万 | 0.10% | 3,217 | -23 | -0.7% | -$2,571 | 减仓 |
| IVE | ISHARES TR | $36.92万 | 0.10% | 1,600 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $37.20万 | 0.10% | 3,428 | 3,428 | — | $37.20万 | 新建仓 |
| MSFT | MICROSOFT CORP | $43.81万 | 0.12% | 1,127 | 183 | 19.4% | $7.11万 | 加仓 |
| DGRW | WISDOMTREE TR | $47.21万 | 0.13% | 4,900 | 0 | 0.0% | — | 不变 |
| IDOG | ALPS ETF TR | $47.61万 | 0.13% | 11,444 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $50.77万 | 0.14% | 2,064 | 186 | 9.9% | $4.58万 | 加仓 |
| IQLT | ISHARES TR | $52.40万 | 0.14% | 10,592 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $52.80万 | 0.14% | 4,638 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $52.95万 | 0.14% | 2,405 | 213 | 9.7% | $4.69万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $53.21万 | 0.14% | 1,000 | 1,000 | — | $53.21万 | 新建仓 |
| SNDK | SANDISK CORP | $53.87万 | 0.14% | 333 | 333 | — | $53.87万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $56.21万 | 0.15% | 3,499 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $58.26万 | 0.16% | 1,903 | 35 | 1.9% | $1.07万 | 加仓 |
| EFV | ISHARES TR | $59.77万 | 0.16% | 7,651 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.68万 | 0.16% | 1,204 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $60.91万 | 0.16% | 1,675 | 40 | 2.4% | $1.45万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $61.54万 | 0.16% | 6,156 | 58 | 1.0% | $5,798 | 加仓 |
| VGT | VANGUARD WORLD FD | $62.87万 | 0.17% | 5,512 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $65.34万 | 0.17% | 12,474 | 2,196 | 21.4% | $11.50万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $66.90万 | 0.18% | 8,322 | 8,322 | — | $66.90万 | 新建仓 |
| VLUE | ISHARES TR | $68.46万 | 0.18% | 3,568 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $70.19万 | 0.19% | 1,893 | 7 | 0.4% | $2,595 | 加仓 |
| SLYV | SPDR SERIES TRUST | $74.77万 | 0.20% | 6,977 | 1,421 | 25.6% | $15.23万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $80.71万 | 0.22% | 16,717 | 2,911 | 21.1% | $14.06万 | 加仓 |
| DON | WISDOMTREE TR | $81.32万 | 0.22% | 14,350 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $83.78万 | 0.22% | 7,511 | 966 | 14.8% | $10.77万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $90.24万 | 0.24% | 22,079 | -1 | -0.0% | -$41 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $92.99万 | 0.25% | 2,741 | 361 | 15.2% | $12.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $96.33万 | 0.26% | 4,891 | 171 | 3.6% | $3.37万 | 加仓 |
| EEM | ISHARES TR | $97.21万 | 0.26% | 14,791 | 62 | 0.4% | $4,075 | 加仓 |
| VOO | VANGUARD INDEX FDS | $101.48万 | 0.27% | 1,477 | 1,477 | — | $101.48万 | 新建仓 |
| MUB | ISHARES TR | $102.86万 | 0.28% | 9,592 | 4,436 | 86.0% | $47.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $103.91万 | 0.28% | 26,941 | 10,914 | 68.1% | $42.10万 | 加仓 |
| IWO | ISHARES TR | $108.16万 | 0.29% | 2,804 | 826 | 41.8% | $31.86万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $110.53万 | 0.30% | 28,545 | 9,599 | 50.7% | $37.17万 | 加仓 |
| IWS | ISHARES TR | $115.45万 | 0.31% | 6,966 | 114 | 1.7% | $1.89万 | 加仓 |
| PWR | QUANTA SVCS INC | $119.47万 | 0.32% | 1,819 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $127.91万 | 0.34% | 14,090 | 1 | 0.0% | $91 | 加仓 |
| MDYV | SPDR SERIES TRUST | $130.48万 | 0.35% | 13,915 | 7,868 | 130.1% | $73.78万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $137.78万 | 0.37% | 6,865 | -45 | -0.7% | -$9,032 | 减仓 |
| VOT | VANGUARD INDEX FDS | $146.96万 | 0.39% | 4,887 | 455 | 10.3% | $13.68万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $152.51万 | 0.41% | 30,248 | 10,814 | 55.6% | $54.52万 | 加仓 |
| IVW | ISHARES TR | $163.84万 | 0.44% | 12,042 | 298 | 2.5% | $4.05万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $164.78万 | 0.44% | 4,652 | 144 | 3.2% | $5.10万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $165.14万 | 0.44% | 6,815 | -2 | -0.0% | -$485 | 减仓 |
| IEMG | ISHARES INC | $168.40万 | 0.45% | 21,106 | 42 | 0.2% | $3,351 | 加仓 |
| HYD | VANECK ETF TRUST | $169.74万 | 0.45% | 32,984 | 6,523 | 24.7% | $33.57万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $172.20万 | 0.46% | 47,634 | 1,346 | 2.9% | $4.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $176.04万 | 0.47% | 29,898 | 784 | 2.7% | $4.62万 | 加仓 |
| DE | DEERE & CO | $178.60万 | 0.48% | 2,959 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $180.62万 | 0.48% | 4,483 | -3 | -0.1% | -$1,209 | 减仓 |
| SLYG | SPDR SERIES TRUST | $181.27万 | 0.49% | 15,533 | 3,139 | 25.3% | $36.63万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $181.84万 | 0.49% | 19,639 | 6,830 | 53.3% | $63.24万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $183.86万 | 0.49% | 35,854 | 4,425 | 14.1% | $22.69万 | 加仓 |
| IWP | ISHARES TR | $192.27万 | 0.51% | 13,546 | 2,255 | 20.0% | $32.01万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $233.56万 | 0.63% | 92,427 | 2,289 | 2.5% | $5.78万 | 加仓 |
| QQQ | INVESCO QQQ TR | $281.32万 | 0.75% | 3,966 | 2,976 | 300.6% | $211.10万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $385.40万 | 1.03% | 45,529 | 672 | 1.5% | $5.69万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $394.83万 | 1.06% | 115,752 | 11,249 | 10.8% | $38.37万 | 加仓 |
| UMBF | UMB FINL CORP | $400.71万 | 1.07% | 27,445 | 1,533 | 5.9% | $22.38万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $401.51万 | 1.08% | 64,969 | 5,260 | 8.8% | $32.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $442.21万 | 1.18% | 106,557 | 9,110 | 9.3% | $37.81万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $447.80万 | 1.20% | 36,362 | 5,802 | 19.0% | $71.45万 | 加仓 |
| IWF | ISHARES TR | $451.18万 | 1.21% | 37,180 | 3,864 | 11.6% | $46.89万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $501.19万 | 1.34% | 20,981 | 2,068 | 10.9% | $49.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $603.38万 | 1.62% | 16,325 | -246 | -1.5% | -$9.09万 | 减仓 |
| AAPL | APPLE INC | $633.83万 | 1.70% | 20,403 | 2,162 | 11.9% | $67.16万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $744.22万 | 1.99% | 149,923 | 23,756 | 18.8% | $117.92万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $941.51万 | 2.52% | 342,615 | 143,386 | 72.0% | $394.02万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1,066.22万 | 2.86% | 265,560 | 2,944 | 1.1% | $11.82万 | 加仓 |