Park Square Financial Group, LLC
ROSWELL GA · SEC CIK 0002058285
$1,316.96万2026Q1 申报市值
245持仓数
62.5%前十大占比 · 第一大 8.4%
61 / 87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
QQQ 新建仓+$54.54万
LVHI 加仓+$47.08万
FEMB 新建仓+$20.47万
LGOV 加仓+$5.04万
ILF 新建仓+$4.24万
2026Q1 卖出最多 按季末市值估算
HYG 减仓-$67.97万
FDL 减仓-$64.09万
GLD 减仓-$61.14万
INV QQQ 清仓-$59.10万
SPY 减仓-$52.42万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORPORATION | $2.41万 | 0.18% | 65 | -65 | -50.0% | -$2.41万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | $2.42万 | 0.18% | 279 | -733 | -72.4% | -$6.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2.52万 | 0.19% | 103 | -40 | -28.0% | -$9,777 | 减仓 |
| AAPL | APPLE INC | $2.54万 | 0.19% | 100 | -139 | -58.2% | -$3.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3.00万 | 0.23% | 102 | -106 | -51.0% | -$3.12万 | 减仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECH ID ETF | $3.33万 | 0.25% | 166 | -122 | -42.4% | -$2.45万 | 减仓 |
| NVDA | NVIDIA CORP | $3.44万 | 0.26% | 197 | -181 | -47.9% | -$3.16万 | 减仓 |
| BIL | ST STR BLMBRG 1-3M ETF | $3.80万 | 0.29% | 415 | 415 | — | $3.80万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $3.92万 | 0.30% | 60 | -17 | -22.1% | -$1.11万 | 减仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX ETF | $4.09万 | 0.31% | 824 | -674 | -45.0% | -$3.34万 | 减仓 |
| — | FRANKLIN FTSE ASIA EX JAPAN ETF | $4.14万 | 0.31% | 1,355 | 1,355 | — | $4.14万 | 新建仓 |
| XLV | ST STR H/C SEL SCTR ETF | $4.15万 | 0.32% | 283 | 283 | — | $4.15万 | 新建仓 |
| GOOGL | ALPHABET INC A | $4.20万 | 0.32% | 146 | -128 | -46.7% | -$3.68万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $4.24万 | 0.32% | 1,193 | 1,193 | — | $4.24万 | 新建仓 |
| SJNK | ST STR BLMBRG S/T ETF | $7.68万 | 0.58% | 3,073 | -2,400 | -43.9% | -$6.00万 | 减仓 |
| SPYM | ST STR SPDR S&P 500 ETF | $7.68万 | 0.58% | 1,003 | -1,345 | -57.3% | -$10.29万 | 减仓 |
| LLY | ELI LILLY & CO | $11.50万 | 0.87% | 125 | -11 | -8.1% | -$1.01万 | 减仓 |
| EEM | ISHS MSCI EMG MKT ETF | $16.66万 | 1.27% | 2,934 | -2,419 | -45.2% | -$13.74万 | 减仓 |
| GLD | SPDR GOLD TRUST GOLD ETF | $19.88万 | 1.51% | 462 | -1,421 | -75.5% | -$61.14万 | 减仓 |
| FEMB | FRST TRT EMRG MKTS LCL CRNY BND ETF | $20.47万 | 1.55% | 7,123 | 7,123 | — | $20.47万 | 新建仓 |
| HEFA | ISHR CURR HDGD MSCI ETF | $20.92万 | 1.59% | 4,923 | -1,520 | -23.6% | -$6.46万 | 减仓 |
| — | FT DRSY WRIHT MOMNT AND LOW VOLT ETF | $30.16万 | 2.29% | 8,724 | -4,500 | -34.0% | -$15.56万 | 重新持有 |
| FTGC | FT GLB TACTCL CMDTY ETF | $31.04万 | 2.36% | 10,810 | 598 | 5.9% | $1.72万 | 加仓 |
| JNK | ST STR BLMBRG H/Y ETF | $35.89万 | 2.72% | 3,749 | -3,000 | -44.5% | -$28.72万 | 减仓 |
| LGOV | FIRST TRUST LONG DUR OPPO ETF | $49.76万 | 3.78% | 23,067 | 2,335 | 11.3% | $5.04万 | 加仓 |
| LVHI | FRKLN INTL LW VLTY HG DIV INDX ETF | $51.56万 | 3.91% | 12,718 | 11,613 | 1,051.0% | $47.08万 | 加仓 |
| QQQ | INV QQQ ETF | $54.54万 | 4.14% | 945 | 945 | — | $54.54万 | 新建仓 |
| FSIG | FIRST TRUST LMT DR INV GRD CR ETF | $69.27万 | 5.26% | 36,573 | -3,802 | -9.4% | -$7.20万 | 减仓 |
| LMBS | FT LOW DUR OPPTYS ETF | $71.19万 | 5.41% | 14,292 | -2,284 | -13.8% | -$11.38万 | 减仓 |
| UCON | FIRST TRUST SMITH UNCON BOND ETF | $71.50万 | 5.43% | 28,865 | -4,006 | -12.2% | -$9.92万 | 减仓 |
| HYG | ISHS IBOX $ H/Y CORP ETF | $80.67万 | 6.13% | 10,139 | -8,543 | -45.7% | -$67.97万 | 减仓 |
| RDVY | FT RISING DIV ACHIEV ETF | $83.58万 | 6.35% | 12,241 | -6,939 | -36.2% | -$47.38万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIV LDRS ETF | $86.28万 | 6.55% | 16,985 | -12,617 | -42.6% | -$64.09万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $88.58万 | 6.73% | 1,362 | -806 | -37.2% | -$52.42万 | 减仓 |
| FTSM | FT ENH SHORT MTY ETF | $106.65万 | 8.10% | 17,840 | -1,227 | -6.4% | -$7.34万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | $110.41万 | 8.38% | 5,753 | -1,495 | -20.6% | -$28.69万 | 减仓 |