Seek First Inc.
Campbell CA · SEC CIK 0002060504
$1.58亿2026Q2 申报市值
67持仓数
67.4%前十大占比 · 第一大 15.6%
6 / 0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
CMF 新建仓+$289.76万
DJD 新建仓+$50.36万
PSI 新建仓+$39.52万
SCHV 加仓+$34.03万
FITB 新建仓+$23.47万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$840.39万
VYM 减仓-$34.73万
AMD 重新持有-$31.08万
SPY 减仓-$29.27万
NVMI 减仓-$22.04万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $2,464.07万 | 15.56% | 728,152 | -3,941 | -0.5% | -$13.34万 | 减仓 |
| AAPL | APPLE INC | $2,416.03万 | 15.25% | 83,496 | -29,043 | -25.8% | -$840.39万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,053.60万 | 12.97% | 589,947 | 9,776 | 1.7% | $34.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $656.64万 | 4.15% | 207,076 | 6,446 | 3.2% | $20.44万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $638.85万 | 4.03% | 230,631 | -7,118 | -3.0% | -$19.72万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $598.23万 | 3.78% | 24,620 | 540 | 2.2% | $13.12万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $588.19万 | 3.71% | 16,084 | 111 | 0.7% | $4.06万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $437.15万 | 2.76% | 120,559 | 2,579 | 2.2% | $9.35万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $423.61万 | 2.67% | 187,106 | -7,226 | -3.7% | -$16.36万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $399.60万 | 2.52% | 9,222 | 9 | 0.1% | $3,900 | 加仓 |
| TSLA | TESLA INC | $361.67万 | 2.28% | 8,599 | -177 | -2.0% | -$7.44万 | 减仓 |
| CMF | ISHARES TR | $289.76万 | 1.83% | 50,270 | 50,270 | — | $289.76万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $285.59万 | 1.80% | 61,010 | 257 | 0.4% | $1.20万 | 加仓 |
| AMAT | APPLIED MATLS INC | $233.31万 | 1.47% | 3,227 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $206.35万 | 1.30% | 8,658 | -111 | -1.3% | -$2.65万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $194.87万 | 1.23% | 52,854 | -1,305 | -2.4% | -$4.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $190.04万 | 1.20% | 8,720 | -999 | -10.3% | -$21.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $189.88万 | 1.20% | 2,543 | -392 | -13.4% | -$29.27万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $182.32万 | 1.15% | 50,462 | -2,134 | -4.1% | -$7.71万 | 减仓 |
| NVMI | NOVA LTD | $179.55万 | 1.13% | 3,307 | -406 | -10.9% | -$22.04万 | 减仓 |
| GOOG | ALPHABET INC | $177.78万 | 1.12% | 5,032 | -368 | -6.8% | -$13.00万 | 减仓 |
| CSCO | CISCO SYS INC | $170.07万 | 1.07% | 14,479 | -466 | -3.1% | -$5.47万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $149.09万 | 0.94% | 9,435 | -2,198 | -18.9% | -$34.73万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $140.21万 | 0.89% | 44,188 | -1,792 | -3.9% | -$5.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $131.57万 | 0.83% | 6,576 | -26 | -0.4% | -$5,202 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $126.52万 | 0.80% | 52,412 | -2,559 | -4.7% | -$6.18万 | 减仓 |
| VO | VANGUARD INDEX FDS | $115.50万 | 0.73% | 14,336 | -532 | -3.6% | -$4.29万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $109.02万 | 0.69% | 34,831 | -2,376 | -6.4% | -$7.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $102.81万 | 0.65% | 1,396 | 22 | 1.6% | $1.62万 | 加仓 |
| V | VISA INC | $96.44万 | 0.61% | 2,811 | -38 | -1.3% | -$1.30万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $84.11万 | 0.53% | 34,109 | 376 | 1.1% | $9,272 | 加仓 |
| VB | VANGUARD INDEX FDS | $81.22万 | 0.51% | 2,679 | 7 | 0.3% | $2,122 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $77.23万 | 0.49% | 900 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $69.95万 | 0.44% | 17,194 | -2 | -0.0% | -$81 | 减仓 |
| EPS | WISDOMTREE TR | $68.46万 | 0.43% | 8,801 | 26 | 0.3% | $2,022 | 加仓 |
| SNDK | SANDISK CORP | $63.66万 | 0.40% | 280 | -44 | -13.6% | -$10.00万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $61.39万 | 0.39% | 4,859 | 1,299 | 36.5% | $16.41万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $55.81万 | 0.35% | 874 | -102 | -10.5% | -$6.51万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $51.66万 | 0.33% | 1,396 | 1 | 0.1% | $370 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $50.48万 | 0.32% | 21,826 | -1,427 | -6.1% | -$3.30万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $50.36万 | 0.32% | 7,947 | 7,947 | — | $50.36万 | 新建仓 |
| MSFT | MICROSOFT CORP | $49.73万 | 0.31% | 1,333 | 10 | 0.8% | $3,731 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $46.05万 | 0.29% | 1,158 | -266 | -18.7% | -$10.58万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.91万 | 0.28% | 1,856 | -567 | -23.4% | -$13.41万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $40.42万 | 0.26% | 20,607 | -2,740 | -11.7% | -$5.37万 | 减仓 |
| CVX | CHEVRON CORPORATION | $39.86万 | 0.25% | 2,405 | 618 | 34.6% | $10.24万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $39.52万 | 0.25% | 2,104 | 2,104 | — | $39.52万 | 新建仓 |
| DDWM | WISDOMTREE TR | $37.73万 | 0.24% | 8,169 | 116 | 1.4% | $5,357 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $36.06万 | 0.23% | 18,470 | -2,290 | -11.0% | -$4.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.22万 | 0.22% | 589 | -535 | -47.6% | -$31.08万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $33.33万 | 0.21% | 3,869 | -103 | -2.6% | -$8,872 | 减仓 |
| GOOGL | ALPHABET INC | $32.52万 | 0.21% | 910 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $32.36万 | 0.20% | 22,259 | 6 | 0.0% | $87 | 加仓 |
| NTAP | NETAPP INC | $32.18万 | 0.20% | 2,079 | -321 | -13.4% | -$4.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.64万 | 0.20% | 338 | -13 | -3.7% | -$1.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.72万 | 0.19% | 614 | -388 | -38.7% | -$19.42万 | 减仓 |
| DON | WISDOMTREE TR | $28.32万 | 0.18% | 5,010 | 31 | 0.6% | $1,752 | 加仓 |
| HYS | PIMCO ETF TR | $25.77万 | 0.16% | 2,755 | 48 | 1.8% | $4,489 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.60万 | 0.16% | 3,594 | 19 | 0.5% | $1,354 | 加仓 |
| QLD | PROSHARES TR | $23.72万 | 0.15% | 2,451 | -567 | -18.8% | -$5.49万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $23.47万 | 0.15% | 4,163 | 4,163 | — | $23.47万 | 新建仓 |
| IQLT | ISHARES TR | $23.14万 | 0.15% | 4,670 | 69 | 1.5% | $3,419 | 加仓 |
| — | EXXON MOBIL CORP | $22.85万 | 0.14% | 1,671 | 11 | 0.7% | $1,504 | 加仓 |
| MO | ALTRIA GROUP INC | $21.38万 | 0.14% | 2,972 | 2,972 | — | $21.38万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.35万 | 0.13% | 5,840 | -360 | -5.8% | -$1.32万 | 重新持有 |
| SCHR | SCHWAB STRATEGIC TR | $20.66万 | 0.13% | 8,378 | -1,191 | -12.4% | -$2.94万 | 减仓 |
| DGRS | WISDOMTREE TR | $20.07万 | 0.13% | 3,381 | 3,381 | — | $20.07万 | 新建仓 |