Strategent Financial, LLC
HARRISONBURG VA · SEC CIK 0002052737
$1.47亿2026Q1 申报市值
41持仓数
76.2%前十大占比 · 第一大 20.3%
1 / 0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
VCSH 加仓+$357.00万
VOO 加仓+$127.88万
JQUA 加仓+$72.57万
QQQM 加仓+$65.82万
AVLV 加仓+$59.09万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$1,671.90万
BIL 减仓-$100.10万
QQQ 减仓-$37.17万
SDY 减仓-$31.26万
MCK 减仓-$5.97万
2026Q1 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 | $2,996.25万 | 20.35% | 50,142 | 2,140 | 4.5% | $127.88万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,326.75万 | 15.80% | 379,444 | 11,835 | 3.2% | $72.57万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,099.54万 | 7.47% | 46,273 | 2,770 | 6.4% | $65.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $937.98万 | 6.37% | 16,251 | -644 | -3.8% | -$37.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $835.08万 | 5.67% | 130,319 | 6,283 | 5.1% | $40.26万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $825.54万 | 5.61% | 104,143 | 45,036 | 76.2% | $357.00万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $713.16万 | 4.84% | 88,470 | 7,330 | 9.0% | $59.09万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $561.61万 | 3.81% | 158,066 | 15,049 | 10.5% | $53.47万 | 加仓 |
| SDY | SPDR SERIES TRUST | $487.02万 | 3.31% | 33,371 | -2,142 | -6.0% | -$31.26万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $436.08万 | 2.96% | 61,307 | 4,402 | 7.7% | $31.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $429.64万 | 2.92% | 116,876 | 15,775 | 15.6% | $57.99万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $338.83万 | 2.30% | 94,883 | 346 | 0.4% | $1.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $321.55万 | 2.18% | 51,489 | 1,856 | 3.7% | $11.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $276.28万 | 1.88% | 71,097 | 2,312 | 3.4% | $8.98万 | 加仓 |
| BIL | SPDR SERIES TRUST | $238.02万 | 1.62% | 25,973 | -10,923 | -29.6% | -$100.10万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $231.46万 | 1.57% | 66,993 | 7,313 | 12.3% | $25.27万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $224.74万 | 1.53% | 44,407 | -330,349 | -88.2% | -$1,671.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $209.26万 | 1.42% | 6,523 | 749 | 13.0% | $24.03万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $159.83万 | 1.09% | 49,605 | 2,459 | 5.2% | $7.92万 | 加仓 |
| MKL | MARKEL GROUP INC | $154.85万 | 1.05% | 809 | 52 | 6.9% | $9.95万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $128.60万 | 0.87% | 33,009 | -1,137 | -3.3% | -$4.43万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $81.12万 | 0.55% | 23,881 | 5,674 | 31.2% | $19.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.19万 | 0.46% | 1,423 | 250 | 21.3% | $11.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $61.12万 | 0.42% | 1,651 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $53.39万 | 0.36% | 2,184 | 50 | 2.3% | $1.22万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $45.31万 | 0.31% | 4,102 | 1,747 | 74.2% | $19.30万 | 加仓 |
| IVV | ISHARES TR | $42.33万 | 0.29% | 648 | -58 | -8.2% | -$3.79万 | 减仓 |
| AAPL | APPLE INC | $42.08万 | 0.29% | 1,658 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.61万 | 0.28% | 1,935 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.13万 | 0.27% | 617 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $39.86万 | 0.27% | 3,314 | -161 | -4.6% | -$1.94万 | 减仓 |
| GOOGL | ALPHABET INC | $38.13万 | 0.26% | 1,326 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $37.40万 | 0.25% | 1,049 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $32.30万 | 0.22% | 3,254 | -304 | -8.5% | -$3.02万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $28.73万 | 0.20% | 8,486 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $27.53万 | 0.19% | 8,176 | 298 | 3.8% | $1.00万 | 加仓 |
| MCK | MCKESSON CORP | $25.87万 | 0.18% | 299 | -69 | -18.8% | -$5.97万 | 减仓 |
| GOOG | ALPHABET INC | $24.24万 | 0.16% | 845 | 155 | 22.5% | $4.45万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $21.73万 | 0.15% | 4,815 | 4,815 | — | $21.73万 | 新建仓 |
| IJR | ISHARES TR | $21.16万 | 0.14% | 1,702 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.60万 | 0.14% | 334 | 0 | 0.0% | — | 不变 |