Park Square Financial Group, LLC
ROSWELL GA · SEC CIK 0002058285
$1,107.79万2026Q2 申报市值
210持仓数
62.1%前十大占比 · 第一大 7.9%
20 / 59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
SDVY 加仓+$25.67万
EMBX 新建仓+$16.12万
AMLP 重新持有+$2.51万
EEM 加仓+$2.32万
SHY 加仓+$1.73万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$36.45万
LGOV 减仓-$27.26万
RDVY 减仓-$27.23万
SPY 减仓-$23.82万
QQQ 减仓-$21.65万
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 |
|---|---|---|---|---|---|---|---|---|
| FEMB | FRST TRT EMRG MKTS LCL CRNY BND ETF | $0 | 0.00% | 0 | -7,123 | -100.0% | -$20.47万 | 清仓 |
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | $0 | 0.00% | 0 | -279 | -100.0% | -$2.42万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -239 | -100.0% | -$2.19万 | 清仓 |
| KBWB | INVSC KBW BANK ETF | $0 | 0.00% | 0 | -265 | -100.0% | -$2.10万 | 清仓 |
| — | FT VEST INTRL EQT MODRT ETF | $0 | 0.00% | 0 | -586 | -100.0% | -$1.54万 | 清仓 |
| IJR | ISHS CORE S&P SMCP ETF | $0 | 0.00% | 0 | -121 | -100.0% | -$1.50万 | 清仓 |
| TLT | ISHS 20 TRSY ETF | $0 | 0.00% | 0 | -154 | -100.0% | -$1.33万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1.09万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -134 | -100.0% | -$1.01万 | 清仓 |
| — | FT VEST EMERGING MARKETS BUF ETF | $0 | 0.00% | 0 | -409 | -100.0% | -$9,957 | 清仓 |
| — | FT VEST US EQUITY EQL WGT BUF ETF | $0 | 0.00% | 0 | -431 | -100.0% | -$9,448 | 清仓 |
| FJAN | FT VEST US EQUITY BUF ETF | $0 | 0.00% | 0 | -143 | -100.0% | -$7,209 | 清仓 |
| — | FT VEST NASDAQ 100 CON BUF ETF | $0 | 0.00% | 0 | -333 | -100.0% | -$7,173 | 清仓 |
| WFC | WELLS FARGO & CO NEW | $0 | 0.00% | 0 | -88 | -100.0% | -$7,006 | 清仓 |
| CHKP | CHECK POINT SFTWARE TECH | $0 | 0.00% | 0 | -49 | -100.0% | -$7,000 | 清仓 |
| VSS | VNGRD ALL WRLD SMCP ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$6,415 | 清仓 |
| — | FT VEST U S SML CP MDRTE ETF | $0 | 0.00% | 0 | -232 | -100.0% | -$5,757 | 清仓 |
| HYLS | FT TACT HI YLD ETF | $0 | 0.00% | 0 | -141 | -100.0% | -$5,720 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -33 | -100.0% | -$5,582 | 清仓 |
| IDV | ISHS INTL SEL DIV ETF | $0 | 0.00% | 0 | -106 | -100.0% | -$4,511 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -13 | -100.0% | -$4,084 | 清仓 |
| PFF | ISHS PFD & INCM SECS ETF | $0 | 0.00% | 0 | -123 | -100.0% | -$3,729 | 清仓 |
| SONY | SONY GROUP CORP ADR NEW | $0 | 0.00% | 0 | -178 | -100.0% | -$3,684 | 清仓 |
| BIDU | BAIDU INC A SPON ADR | $0 | 0.00% | 0 | -30 | -100.0% | -$3,342 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -14 | -100.0% | -$3,248 | 清仓 |
| DVYE | ISHS EMG MKT DIV ETF | $0 | 0.00% | 0 | -87 | -100.0% | -$2,991 | 清仓 |
| — | TAYLOR MORRISON HOME A | $0 | 0.00% | 0 | -50 | -100.0% | -$2,912 | 清仓 |
| SPSB | ST STR SPDR SHT TERM ETF | $0 | 0.00% | 0 | -72 | -100.0% | -$2,165 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,058 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,962 | 清仓 |
| YETI | YETI HOLDINGS INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1,866 | 清仓 |
| UHS | UNIVERSAL HEALTH SERVICES CL B | $0 | 0.00% | 0 | -10 | -100.0% | -$1,790 | 清仓 |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | $0 | 0.00% | 0 | -31 | -100.0% | -$1,569 | 清仓 |
| PDBA | INVESCO AGRI COM STRGY ETF | $0 | 0.00% | 0 | -24 | -100.0% | -$875 | 清仓 |
| GII | ST STR SPDR S&P GLB ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$760 | 清仓 |
| GLDM | SPDR GOLD MINISHARES | $0 | 0.00% | 0 | -8 | -100.0% | -$742 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$656 | 清仓 |
| — | PUTNAM BDC INCOME ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$579 | 清仓 |
| CTA | SIMPLIFY MANAGED FUTURS STRGY ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$574 | 清仓 |
| BIZD | VANECK BDC INCOME ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$563 | 清仓 |
| IGV | ISHARES EXPANDED TECH STW SCTR ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$560 | 清仓 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$404 | 清仓 |
| PSP | INVSC GLOBAL LISTED PRIVATE EQ ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$396 | 清仓 |
| SHV | ISHS 0-1YR TREASURY ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$331 | 清仓 |
| FPI | FARMLAND PARTNERS INC | $0 | 0.00% | 0 | -28 | -100.0% | -$314 | 清仓 |
| ICVT | ISHS CONV BOND ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$305 | 清仓 |
| TFLR | T ROWE PRICE FLOATING RATE ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$302 | 清仓 |
| V | VISA INC CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$302 | 清仓 |
| BKLN | INV SENIOR LOAN ETF | $0 | 0.00% | 0 | -14 | -100.0% | -$286 | 清仓 |
| SRLN | ST STR BLACKSTONE LN ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$281 | 清仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$280 | 清仓 |
| JBBB | JANUS HENDERSON B BBB CLO ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$280 | 清仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $0 | 0.00% | 0 | -15 | -100.0% | -$274 | 清仓 |
| HYGH | ISHARES RATE HEDGED HI YLD | $0 | 0.00% | 0 | -3 | -100.0% | -$257 | 清仓 |
| TXN | TEXAS INSTRUMENTS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$195 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$181 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$90 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$87 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -1 | -100.0% | -$46 | 清仓 |
| JIRE | JPMORGAN INTERN RESRCH ENH EQT ETF | $165 | 0.00% | 2 | -7 | -77.8% | -$578 | 减仓 |
| — | FT VEST BITCOIN STR FLOOR15 OCT ETF | $236 | 0.00% | 14 | -67 | -82.7% | -$1,129 | 减仓 |
| JEPQ | J P MORGAN NASDAQ EQT PRM INC ETF | $307 | 0.00% | 5 | -13 | -72.2% | -$798 | 减仓 |
| TSLA | TESLA INC | $421 | 0.00% | 1 | -1 | -50.0% | -$421 | 减仓 |
| KT | KT CORP SPON ADR | $501 | 0.00% | 29 | -131 | -81.9% | -$2,263 | 减仓 |
| EMLC | VANECK J P MORGAN EM LCL CRY BND ETF | $511 | 0.00% | 20 | -76 | -79.2% | -$1,942 | 减仓 |
| — | FT GOLD STR QTR BUF ETF | $586 | 0.01% | 36 | -668 | -94.9% | -$1.09万 | 减仓 |
| SDVD | FT VEST SMID RGG DIV ARS ETF | $600 | 0.01% | 26 | -127 | -83.0% | -$2,931 | 减仓 |
| KNG | FT VST S P 500 DIV ARIST TRGT ETF | $606 | 0.01% | 12 | -55 | -82.1% | -$2,778 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $621 | 0.01% | 11 | -31 | -73.8% | -$1,750 | 减仓 |
| TLTW | ISHARES 20 PLS YR TRSY BD BYT ST ETF | $804 | 0.01% | 36 | -85 | -70.2% | -$1,898 | 减仓 |
| FLOT | ISHS FLTG RT BOND ETF | $919 | 0.01% | 18 | -45 | -71.4% | -$2,298 | 减仓 |
| FLBL | FRANKLIN SENIOR LOAN ETF | $963 | 0.01% | 42 | -116 | -73.4% | -$2,660 | 减仓 |
| — | FT VEST US SML CP MDRT BFR ETF | $965 | 0.01% | 34 | 34 | — | $965 | 新建仓 |
| ADBE | ADOBE INC | $1,025 | 0.01% | 5 | -5 | -50.0% | -$1,025 | 减仓 |
| PEP | PEPSICO INC | $1,083 | 0.01% | 8 | -13 | -61.9% | -$1,760 | 减仓 |
| FLCB | FRANKLIN TEMPLETON US CORE BOND ETF | $1,091 | 0.01% | 51 | -111 | -68.5% | -$2,375 | 减仓 |
| GMED | GLOBUS MED INC A NEW | $1,185 | 0.01% | 15 | 15 | — | $1,185 | 新建仓 |
| REGN | REGENERON PHARMACEUTICAL | $1,247 | 0.01% | 2 | -3 | -60.0% | -$1,870 | 重新持有 |
| COP | CONOCOPHILLIPS | $1,248 | 0.01% | 12 | -11 | -47.8% | -$1,144 | 减仓 |
| PPC | PILGRIMS PRIDE CORP NEW | $1,293 | 0.01% | 46 | -28 | -37.8% | -$787 | 减仓 |
| QJUN | FT VEST NASDAQ 100 BUFFER ETF | $1,318 | 0.01% | 39 | 39 | — | $1,318 | 新建仓 |
| FJUN | FT VST US EQTY BUFER ETF | $1,319 | 0.01% | 22 | 22 | — | $1,319 | 新建仓 |
| MNST | MONSTER BEV CORP NEW | $1,346 | 0.01% | 14 | -14 | -50.0% | -$1,346 | 减仓 |
| CACI | CACI INTERNATIONAL CL A INC | $1,390 | 0.01% | 3 | -3 | -50.0% | -$1,390 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $1,433 | 0.01% | 63 | -60 | -48.8% | -$1,365 | 减仓 |
| OSIS | OSI SYSTEMS INC | $1,531 | 0.01% | 7 | -6 | -46.2% | -$1,312 | 减仓 |
| BRX | BRIXMOR PROPERTY GROUP REIT INC | $1,545 | 0.01% | 49 | -47 | -49.0% | -$1,482 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1,589 | 0.01% | 16 | -4 | -20.0% | -$397 | 减仓 |
| QCOM | QUALCOMM INC | $1,663 | 0.02% | 9 | -8 | -47.1% | -$1,478 | 减仓 |
| SEIC | SEI INVESTMENTS CO | $1,666 | 0.02% | 19 | -32 | -62.7% | -$2,806 | 减仓 |
| — | FT VEST US EQUITY EQUAL WGH BUFR ETF | $1,676 | 0.02% | 45 | 45 | — | $1,676 | 新建仓 |
| SPHY | STATE SRT SPDR PRTFL HGH YLD BND ETF | $1,711 | 0.02% | 73 | -177 | -70.8% | -$4,149 | 减仓 |
| EIX | EDISON INTL | $1,712 | 0.02% | 23 | -19 | -45.2% | -$1,414 | 减仓 |
| DELL | DELL TECHNOLOGIES, INC. | $1,726 | 0.02% | 4 | 4 | — | $1,726 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $1,755 | 0.02% | 20 | -20 | -50.0% | -$1,755 | 减仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $1,764 | 0.02% | 35 | -90 | -72.0% | -$4,536 | 减仓 |
| NXT | NEXTPOWER INC A | $1,787 | 0.02% | 15 | -14 | -48.3% | -$1,668 | 减仓 |
| QLYS | QUALYS INC | $1,787 | 0.02% | 13 | -3 | -18.8% | -$412 | 减仓 |
| AIZ | ASSURANT INC | $1,880 | 0.02% | 7 | -3 | -30.0% | -$806 | 减仓 |
| INGR | INGREDION INC | $1,894 | 0.02% | 20 | -15 | -42.9% | -$1,420 | 减仓 |