Seek First Inc.
Campbell CA · SEC CIK 0002060504
$1.42亿2026Q1 申报市值
58持仓数
71.4%前十大占比 · 第一大 20.1%
3 / 1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
SCHV 加仓+$119.86万
SCHG 加仓+$81.97万
VBR 加仓+$51.42万
VBK 加仓+$48.36万
SCHD 加仓+$38.91万
2026Q1 卖出最多 按季末市值估算
CONFLUENT INC 清仓-$176.82万
AAPL 减仓-$118.95万
LITE 减仓-$77.30万
GILD 减仓-$20.91万
VIG 减仓-$11.81万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CONFLUENT INC | $0 | 0.00% | 0 | -58,473 | -100.0% | -$176.82万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNDK | SANDISK CORP | $20.59万 | 0.15% | 324 | 324 | — | $20.59万 | 新建仓 |
| IQLT | ISHARES TR | $21.27万 | 0.15% | 4,601 | -477 | -9.4% | -$2.21万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.91万 | 0.16% | 3,575 | 6 | 0.2% | $384 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $23.84万 | 0.17% | 9,569 | -57 | -0.6% | -$1,420 | 减仓 |
| NTAP | NETAPP INC | $24.58万 | 0.17% | 2,400 | 11 | 0.5% | $1,126 | 加仓 |
| HYS | PIMCO ETF TR | $25.24万 | 0.18% | 2,707 | 52 | 2.0% | $4,849 | 加仓 |
| GOOGL | ALPHABET INC | $26.15万 | 0.18% | 910 | 1 | 0.1% | $287 | 加仓 |
| DON | WISDOMTREE TR | $26.16万 | 0.18% | 4,979 | -828 | -14.3% | -$4.35万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $26.39万 | 0.19% | 976 | 976 | — | $26.39万 | 新建仓 |
| — | EXXON MOBIL CORP | $28.16万 | 0.20% | 1,660 | 1,660 | — | $28.16万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $28.91万 | 0.20% | 662 | -47 | -6.6% | -$2.05万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $30.69万 | 0.22% | 22,253 | 449 | 2.1% | $6,192 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.97万 | 0.25% | 351 | 0 | 0.0% | — | 不变 |
| DDWM | WISDOMTREE TR | $35.52万 | 0.25% | 8,053 | -208 | -2.5% | -$9,175 | 减仓 |
| CVX | CHEVRON CORPORATION | $36.98万 | 0.26% | 1,787 | 348 | 24.2% | $7.20万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $40.55万 | 0.29% | 20,760 | -1,403 | -6.3% | -$2.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $44.76万 | 0.32% | 1,395 | 4 | 0.3% | $1,284 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $45.82万 | 0.32% | 23,347 | 857 | 3.8% | $1.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.02万 | 0.34% | 1,002 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $48.96万 | 0.35% | 1,323 | 3 | 0.2% | $1,110 | 加仓 |
| GILD | GILEAD SCIENCES INC | $49.62万 | 0.35% | 3,560 | -1,500 | -29.6% | -$20.91万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $52.12万 | 0.37% | 2,423 | -549 | -18.5% | -$11.81万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $53.99万 | 0.38% | 23,253 | -791 | -3.3% | -$1.84万 | 减仓 |
| EPS | WISDOMTREE TR | $59.77万 | 0.42% | 8,775 | -904 | -9.3% | -$6.16万 | 减仓 |
| DES | WISDOMTREE TR | $61.80万 | 0.44% | 17,196 | 47 | 0.3% | $1,689 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $63.25万 | 0.45% | 900 | -1,100 | -55.0% | -$77.30万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $65.64万 | 0.46% | 1,424 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $69.97万 | 0.49% | 2,672 | -35 | -1.3% | -$9,166 | 减仓 |
| QQQ | INVESCO QQQ TR | $79.31万 | 0.56% | 1,374 | 84 | 6.5% | $4.85万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $83.40万 | 0.59% | 33,733 | 57 | 0.2% | $1,409 | 加仓 |
| V | VISA INC | $86.10万 | 0.61% | 2,849 | 5 | 0.2% | $1,511 | 加仓 |
| VO | VANGUARD INDEX FDS | $106.75万 | 0.75% | 3,717 | 14 | 0.4% | $4,021 | 加仓 |
| AMAT | APPLIED MATLS INC | $110.30万 | 0.78% | 3,227 | -116 | -3.5% | -$3.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $115.14万 | 0.81% | 6,602 | -75 | -1.1% | -$1.31万 | 减仓 |
| CSCO | CISCO SYS INC | $115.96万 | 0.82% | 14,945 | -45 | -0.3% | -$3,492 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $116.94万 | 0.82% | 37,207 | 2,668 | 7.7% | $8.39万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $133.42万 | 0.94% | 54,971 | -563 | -1.0% | -$1.37万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $145.57万 | 1.03% | 45,980 | 106 | 0.2% | $3,356 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $152.95万 | 1.08% | 52,596 | 407 | 0.8% | $1.18万 | 加仓 |
| GOOG | ALPHABET INC | $154.89万 | 1.09% | 5,400 | 1 | 0.0% | $287 | 加仓 |
| NVMI | NOVA LTD | $161.25万 | 1.14% | 3,713 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $167.68万 | 1.18% | 54,159 | 361 | 0.7% | $1.12万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $172.28万 | 1.21% | 11,633 | -571 | -4.7% | -$8.46万 | 减仓 |
| AMZN | AMAZON COM INC | $182.63万 | 1.29% | 8,769 | 153 | 1.8% | $3.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $190.69万 | 1.34% | 9,719 | -36 | -0.4% | -$7,063 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $190.89万 | 1.35% | 2,935 | 7 | 0.2% | $4,553 | 加仓 |
| LRCX | LAM RESEARCH CORP | $196.84万 | 1.39% | 9,213 | 12 | 0.1% | $2,564 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $285.24万 | 2.01% | 60,753 | 168 | 0.3% | $7,888 | 加仓 |
| TSLA | TESLA INC | $326.25万 | 2.30% | 8,776 | -226 | -2.5% | -$8.40万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $388.74万 | 2.74% | 117,980 | 7,049 | 6.4% | $23.23万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $440.74万 | 3.11% | 194,332 | 1,108 | 0.6% | $2.51万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $482.78万 | 3.40% | 15,973 | 1,600 | 11.1% | $48.36万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $523.14万 | 3.69% | 24,080 | 2,367 | 10.9% | $51.42万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $588.43万 | 4.15% | 237,749 | 5,054 | 2.2% | $12.51万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $615.53万 | 4.34% | 200,630 | 12,683 | 6.7% | $38.91万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,769.52万 | 12.47% | 580,171 | 39,297 | 7.3% | $119.86万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,132.59万 | 15.03% | 732,093 | 28,140 | 4.0% | $81.97万 | 加仓 |
| AAPL | APPLE INC | $2,856.12万 | 20.13% | 112,539 | -4,687 | -4.0% | -$118.95万 | 减仓 |