Strategent Financial, LLC
HARRISONBURG VA · SEC CIK 0002052737
$1.74亿2026Q2 申报市值
41持仓数
76.9%前十大占比 · 第一大 20.4%
0 / 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
VCSH 加仓+$188.30万
VOO 加仓+$98.83万
BIL 加仓+$76.08万
AVLV 加仓+$55.16万
DFIC 加仓+$34.91万
2026Q2 卖出最多 按季末市值估算
QQQM 减仓-$32.33万
DIMENSIONAL ETF 减仓-$18.43万
SDY 减仓-$10.41万
AGG 减仓-$6.97万
AAPL 减仓-$5.32万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,542.62万 | 20.41% | 51,581 | 1,439 | 2.9% | $98.83万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,754.86万 | 15.87% | 381,137 | 1,693 | 0.4% | $12.24万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,369.61万 | 7.89% | 45,206 | -1,067 | -2.3% | -$32.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,191.50万 | 6.86% | 16,180 | -71 | -0.4% | -$5.23万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,011.35万 | 5.83% | 127,970 | 23,827 | 22.9% | $188.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $961.03万 | 5.54% | 134,881 | 4,562 | 3.5% | $32.50万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $862.10万 | 4.97% | 94,518 | 6,048 | 6.8% | $55.16万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $623.86万 | 3.59% | 167,434 | 9,368 | 5.9% | $34.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $521.07万 | 3.00% | 124,866 | 7,990 | 6.8% | $33.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $518.80万 | 2.99% | 63,007 | 1,700 | 2.8% | $14.00万 | 加仓 |
| SDY | SPDR SERIES TRUST | $497.43万 | 2.87% | 32,687 | -684 | -2.0% | -$10.41万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $373.60万 | 2.15% | 94,486 | -397 | -0.4% | -$1.57万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $360.19万 | 2.07% | 51,529 | 40 | 0.1% | $2,796 | 加仓 |
| BIL | SPDR SERIES TRUST | $314.10万 | 1.81% | 34,275 | 8,302 | 32.0% | $76.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $296.96万 | 1.71% | 66,943 | -4,154 | -5.8% | -$18.43万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $282.41万 | 1.63% | 69,490 | 2,497 | 3.7% | $10.15万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $254.61万 | 1.47% | 50,348 | 5,941 | 13.4% | $30.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $238.71万 | 1.38% | 6,451 | -72 | -1.1% | -$2.66万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $186.79万 | 1.08% | 54,738 | 5,133 | 10.3% | $17.52万 | 加仓 |
| MKL | MARKEL GROUP INC | $164.44万 | 0.95% | 842 | 33 | 4.1% | $6.44万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $139.19万 | 0.80% | 33,742 | 733 | 2.2% | $3.02万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $98.76万 | 0.57% | 26,808 | 2,927 | 12.3% | $10.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.31万 | 0.46% | 1,605 | 182 | 12.8% | $9.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $59.76万 | 0.34% | 1,602 | -49 | -3.0% | -$1.83万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $58.25万 | 0.34% | 4,669 | 567 | 13.8% | $7.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $55.47万 | 0.32% | 2,184 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $50.29万 | 0.29% | 1,228 | 179 | 17.1% | $7.33万 | 加仓 |
| IVV | ISHARES TR | $49.20万 | 0.28% | 657 | 9 | 1.4% | $6,740 | 加仓 |
| GOOGL | ALPHABET INC | $47.39万 | 0.27% | 1,326 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.08万 | 0.27% | 617 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.79万 | 0.26% | 1,935 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $42.65万 | 0.25% | 1,474 | -184 | -11.1% | -$5.32万 | 减仓 |
| MRK | MERCK & CO INC | $40.89万 | 0.24% | 3,182 | -132 | -4.0% | -$1.70万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $34.12万 | 0.20% | 8,486 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $33.26万 | 0.19% | 9,496 | 1,320 | 16.1% | $4.62万 | 加仓 |
| GOOG | ALPHABET INC | $32.58万 | 0.19% | 922 | 77 | 9.1% | $2.72万 | 加仓 |
| IJR | ISHARES TR | $26.95万 | 0.16% | 1,817 | 115 | 6.8% | $1.71万 | 加仓 |
| AGG | ISHARES TR | $25.24万 | 0.15% | 2,550 | -704 | -21.6% | -$6.97万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $24.89万 | 0.14% | 4,815 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.94万 | 0.13% | 312 | -22 | -6.6% | -$1.55万 | 减仓 |
| MCK | MCKESSON CORP | $21.38万 | 0.12% | 283 | -16 | -5.4% | -$1.21万 | 减仓 |