Holcombe Financial, Inc.
ATLANTA GA · SEC CIK 0002056177
$1.70亿2026Q1 申报市值
49持仓数
75.2%前十大占比 · 第一大 14.7%
4 / 2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
SCHO 加仓+$169.23万
SPROTT FDS TR 加仓+$118.24万
AVUS 加仓+$103.15万
DBND 加仓+$94.69万
LISTED FDS TR 加仓+$91.67万
2026Q1 卖出最多 按季末市值估算
GLD 清仓-$83.70万
SIMPLIFY EXCHANG 清仓-$78.32万
AAPL 减仓-$6.88万
HD 减仓-$5.82万
IVV 减仓-$3.40万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | $2,498.81万 | 14.69% | 1,029,588 | 69,726 | 7.3% | $169.23万 | 加仓 |
| AAPL | APPLE INC | $2,216.38万 | 13.03% | 87,331 | -271 | -0.3% | -$6.88万 | 减仓 |
| — | LISTED FDS TR | $1,328.70万 | 7.81% | 350,860 | 24,206 | 7.4% | $91.67万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,273.96万 | 7.49% | 511,425 | 32,227 | 6.7% | $80.28万 | 加仓 |
| STIP | ISHARES TR | $1,191.08万 | 7.00% | 115,158 | 6,320 | 5.8% | $65.37万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $1,190.87万 | 7.00% | 259,959 | 20,670 | 8.6% | $94.69万 | 加仓 |
| — | LISTED FDS TR | $1,153.35万 | 6.78% | 526,466 | 25,383 | 5.1% | $55.61万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $735.05万 | 4.32% | 86,639 | 9,996 | 13.0% | $84.81万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $628.39万 | 3.69% | 120,937 | 6,452 | 5.6% | $33.52万 | 加仓 |
| IQDF | FLEXSHARES TR | $583.64万 | 3.43% | 184,289 | 15,711 | 9.3% | $49.76万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $516.24万 | 3.03% | 46,432 | 9,278 | 25.0% | $103.15万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $460.23万 | 2.70% | 99,551 | 6,406 | 6.9% | $29.62万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $322.26万 | 1.89% | 29,171 | 6,222 | 27.1% | $68.74万 | 加仓 |
| — | SPROTT FDS TR | $295.89万 | 1.74% | 49,998 | 19,979 | 66.6% | $118.24万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $222.90万 | 1.31% | 22,321 | 2,957 | 15.3% | $29.53万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 1.27% | 3 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $186.82万 | 1.10% | 10,482 | 1,418 | 15.6% | $25.27万 | 加仓 |
| WMT | WALMART INC | $178.07万 | 1.05% | 14,328 | 1,577 | 12.4% | $19.60万 | 加仓 |
| — | EXXON MOBIL CORP | $172.95万 | 1.02% | 10,194 | -47 | -0.5% | -$7,974 | 减仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $104.31万 | 0.61% | 47,651 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $101.72万 | 0.60% | 8,474 | 986 | 13.2% | $11.84万 | 加仓 |
| — | SPROTT ETF TRUST | $93.55万 | 0.55% | 10,867 | 1,392 | 14.7% | $11.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $92.57万 | 0.54% | 3,147 | -26 | -0.8% | -$7,648 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $84.57万 | 0.50% | 21,180 | 21,180 | — | $84.57万 | 新建仓 |
| GOOG | ALPHABET INC | $82.67万 | 0.49% | 2,882 | -33 | -1.1% | -$9,466 | 减仓 |
| URNM | SPROTT FDS TR | $80.50万 | 0.47% | 12,747 | 12,747 | — | $80.50万 | 新建仓 |
| GOOGL | ALPHABET INC | $77.24万 | 0.45% | 2,686 | -18 | -0.7% | -$5,176 | 减仓 |
| CVX | CHEVRON CORPORATION | $71.75万 | 0.42% | 3,468 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $64.58万 | 0.38% | 19,010 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $60.31万 | 0.35% | 16,885 | 16,885 | — | $60.31万 | 新建仓 |
| HD | HOME DEPOT INC | $59.34万 | 0.35% | 1,804 | -177 | -8.9% | -$5.82万 | 减仓 |
| EWZ | ISHARES INC | $57.88万 | 0.34% | 15,076 | -153 | -1.0% | -$5,874 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $54.37万 | 0.32% | 10,802 | -279 | -2.5% | -$1.40万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $52.41万 | 0.31% | 2,144 | -32 | -1.5% | -$7,823 | 减仓 |
| IVV | ISHARES TR | $52.13万 | 0.31% | 798 | -52 | -6.1% | -$3.40万 | 减仓 |
| SO | SOUTHERN CO | $48.87万 | 0.29% | 5,063 | 5,063 | — | $48.87万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $48.55万 | 0.29% | 5,515 | 261 | 5.0% | $2.30万 | 加仓 |
| TDTT | FLEXSHARES TR | $42.36万 | 0.25% | 17,474 | 390 | 2.3% | $9,453 | 加仓 |
| IEFA | ISHARES TR | $39.13万 | 0.23% | 4,322 | 289 | 7.2% | $2.62万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $37.36万 | 0.22% | 2,853 | -43 | -1.5% | -$5,630 | 减仓 |
| IVZ | INVESCO LTD | $34.20万 | 0.20% | 14,080 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX ETF TRUST | $33.50万 | 0.20% | 6,765 | -202 | -2.9% | -$1.00万 | 减仓 |
| AMZN | AMAZON COM INC | $33.11万 | 0.19% | 1,590 | 1 | 0.1% | $208 | 加仓 |
| MSFT | MICROSOFT CORP | $26.47万 | 0.16% | 715 | 23 | 3.3% | $8,514 | 加仓 |
| J | JACOBS SOLUTIONS INC | $25.46万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $24.79万 | 0.15% | 249 | -1 | -0.4% | -$996 | 减仓 |
| KO | COCA COLA CO | $24.37万 | 0.14% | 3,205 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.32万 | 0.12% | 5,290 | -100 | -1.9% | -$3,842 | 减仓 |
| — | HERITAGE COMM CORP | $15.72万 | 0.09% | 12,595 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -2,112 | -100.0% | -$83.70万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -26,423 | -100.0% | -$78.32万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |