13F 机构持仓

Park Square Financial Group, LLC

ROSWELL GA · SEC CIK 0002058285

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,107.79万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FTSM 7.9%
RSP 7.8%
SPY 7.0%
RDVY 6.5%
FDL 6.4%
HYG 6.1%
LMBS 5.4%
UCON 5.4%
FSIG 5.2%
QQQ 4.3%

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
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $6210.01%11 -31-73.8% -$1,750 减仓
KNG FT VST S P 500 DIV ARIST TRGT ETF $6060.01%12 -55-82.1% -$2,778 减仓
SDVD FT VEST SMID RGG DIV ARS ETF $6000.01%26 -127-83.0% -$2,931 减仓
— FT GOLD STR QTR BUF ETF $5860.01%36 -668-94.9% -$1.09万 减仓
EMLC VANECK J P MORGAN EM LCL CRY BND ETF $5110.00%20 -76-79.2% -$1,942 减仓
KT KT CORP SPON ADR $5010.00%29 -131-81.9% -$2,263 减仓
TSLA TESLA INC $4210.00%1 -1-50.0% -$421 减仓
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF $3070.00%5 -13-72.2% -$798 减仓
— FT VEST BITCOIN STR FLOOR15 OCT ETF $2360.00%14 -67-82.7% -$1,129 减仓
JIRE JPMORGAN INTERN RESRCH ENH EQT ETF $1650.00%2 -7-77.8% -$578 减仓
FEMB FRST TRT EMRG MKTS LCL CRNY BND ETF $00.00%0 -7,123-100.0% -$20.47万 清仓
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF $00.00%0 -279-100.0% -$2.42万 清仓
GDX VANECK GOLD MINERS ETF $00.00%0 -239-100.0% -$2.19万 清仓
KBWB INVSC KBW BANK ETF $00.00%0 -265-100.0% -$2.10万 清仓
— FT VEST INTRL EQT MODRT ETF $00.00%0 -586-100.0% -$1.54万 清仓
IJR ISHS CORE S&P SMCP ETF $00.00%0 -121-100.0% -$1.50万 清仓
TLT ISHS 20 TRSY ETF $00.00%0 -154-100.0% -$1.33万 清仓
ABBV ABBVIE INC $00.00%0 -50-100.0% -$1.09万 清仓
OMC OMNICOM GROUP INC $00.00%0 -134-100.0% -$1.01万 清仓
— FT VEST EMERGING MARKETS BUF ETF $00.00%0 -409-100.0% -$9,957 清仓
— FT VEST US EQUITY EQL WGT BUF ETF $00.00%0 -431-100.0% -$9,448 清仓
FJAN FT VEST US EQUITY BUF ETF $00.00%0 -143-100.0% -$7,209 清仓
— FT VEST NASDAQ 100 CON BUF ETF $00.00%0 -333-100.0% -$7,173 清仓
WFC WELLS FARGO & CO NEW $00.00%0 -88-100.0% -$7,006 清仓
CHKP CHECK POINT SFTWARE TECH $00.00%0 -49-100.0% -$7,000 清仓
VSS VNGRD ALL WRLD SMCP ETF $00.00%0 -44-100.0% -$6,415 清仓
— FT VEST U S SML CP MDRTE ETF $00.00%0 -232-100.0% -$5,757 清仓
HYLS FT TACT HI YLD ETF $00.00%0 -141-100.0% -$5,720 清仓
CTAS CINTAS CORP $00.00%0 -33-100.0% -$5,582 清仓
IDV ISHS INTL SEL DIV ETF $00.00%0 -106-100.0% -$4,511 清仓
COR CENCORA INC $00.00%0 -13-100.0% -$4,084 清仓
PFF ISHS PFD & INCM SECS ETF $00.00%0 -123-100.0% -$3,729 清仓
SONY SONY GROUP CORP ADR NEW $00.00%0 -178-100.0% -$3,684 清仓
BIDU BAIDU INC A SPON ADR $00.00%0 -30-100.0% -$3,342 清仓
GRMN GARMIN LTD $00.00%0 -14-100.0% -$3,248 清仓
DVYE ISHS EMG MKT DIV ETF $00.00%0 -87-100.0% -$2,991 清仓
— TAYLOR MORRISON HOME A $00.00%0 -50-100.0% -$2,912 清仓
SPSB ST STR SPDR SHT TERM ETF $00.00%0 -72-100.0% -$2,165 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -12-100.0% -$2,058 清仓
AYI ACUITY INC $00.00%0 -7-100.0% -$1,962 清仓
YETI YETI HOLDINGS INC $00.00%0 -51-100.0% -$1,866 清仓
UHS UNIVERSAL HEALTH SERVICES CL B $00.00%0 -10-100.0% -$1,790 清仓
JPST JPMORGAN ULTRA SHORT INCOME ETF $00.00%0 -31-100.0% -$1,569 清仓
PDBA INVESCO AGRI COM STRGY ETF $00.00%0 -24-100.0% -$875 清仓
GII ST STR SPDR S&P GLB ETF $00.00%0 -10-100.0% -$760 清仓
GLDM SPDR GOLD MINISHARES $00.00%0 -8-100.0% -$742 清仓
SKYY FIRST TRUST CLOUD COMPUTING ETF $00.00%0 -6-100.0% -$656 清仓
— PUTNAM BDC INCOME ETF $00.00%0 -21-100.0% -$579 清仓
CTA SIMPLIFY MANAGED FUTURS STRGY ETF $00.00%0 -19-100.0% -$574 清仓
BIZD VANECK BDC INCOME ETF $00.00%0 -44-100.0% -$563 清仓
IGV ISHARES EXPANDED TECH STW SCTR ETF $00.00%0 -7-100.0% -$560 清仓
— PACER INDUSTRIAL REAL ESTATE ETF $00.00%0 -11-100.0% -$404 清仓
PSP INVSC GLOBAL LISTED PRIVATE EQ ETF $00.00%0 -7-100.0% -$396 清仓
SHV ISHS 0-1YR TREASURY ETF $00.00%0 -3-100.0% -$331 清仓
FPI FARMLAND PARTNERS INC $00.00%0 -28-100.0% -$314 清仓
ICVT ISHS CONV BOND ETF $00.00%0 -3-100.0% -$305 清仓
TFLR T ROWE PRICE FLOATING RATE ETF $00.00%0 -6-100.0% -$302 清仓
V VISA INC CL A $00.00%0 -1-100.0% -$302 清仓
BKLN INV SENIOR LOAN ETF $00.00%0 -14-100.0% -$286 清仓
SRLN ST STR BLACKSTONE LN ETF $00.00%0 -7-100.0% -$281 清仓
FLTR VANECK IG FLOATING RATE ETF $00.00%0 -11-100.0% -$280 清仓
JBBB JANUS HENDERSON B BBB CLO ETF $00.00%0 -6-100.0% -$280 清仓
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $00.00%0 -15-100.0% -$274 清仓
HYGH ISHARES RATE HEDGED HI YLD $00.00%0 -3-100.0% -$257 清仓
TXN TEXAS INSTRUMENTS INC $00.00%0 -1-100.0% -$195 清仓
NXST NEXSTAR MEDIA GROUP INC $00.00%0 -1-100.0% -$181 清仓
SBUX STARBUCKS CORP $00.00%0 -1-100.0% -$90 清仓
PNR PENTAIR PLC $00.00%0 -1-100.0% -$87 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -1-100.0% -$46 清仓