SFM, LLC
MANCHESTER NH · SEC CIK 0002064225
$1.95亿2026Q2 申报市值
69持仓数
62.5%前十大占比 · 第一大 22.7%
9 / 4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
USFR 加仓+$684.90万
MGC 新建仓+$297.44万
VOO 加仓+$263.32万
ITOT 新建仓+$234.64万
AVLV 新建仓+$189.86万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$133.17万
TCAF 减仓-$93.78万
AMZN 减仓-$77.96万
META 减仓-$77.33万
V 减仓-$58.73万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,418.52万 | 22.65% | 64,334 | 3,834 | 6.3% | $263.32万 | 加仓 |
| USFR | WISDOMTREE TR | $1,616.19万 | 8.29% | 320,992 | 136,027 | 73.5% | $684.90万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,267.88万 | 6.50% | 157,364 | 15,072 | 10.6% | $121.43万 | 加仓 |
| IVV | ISHARES TR | $1,070.61万 | 5.49% | 14,296 | -629 | -4.2% | -$47.11万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $880.27万 | 4.51% | 220,012 | 3,155 | 1.5% | $12.62万 | 加仓 |
| AMZN | AMAZON COM INC | $736.35万 | 3.77% | 30,895 | -3,271 | -9.6% | -$77.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $633.08万 | 3.25% | 16,972 | -3,570 | -17.4% | -$133.17万 | 减仓 |
| GOOGL | ALPHABET INC | $587.89万 | 3.01% | 16,450 | -918 | -5.3% | -$32.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $495.07万 | 2.54% | 24,743 | -1,514 | -5.8% | -$30.29万 | 减仓 |
| IQLT | ISHARES TR | $481.93万 | 2.47% | 97,261 | 9,552 | 10.9% | $47.33万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $417.58万 | 2.14% | 83,134 | 3,125 | 3.9% | $15.70万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $405.21万 | 2.08% | 127,787 | -14,581 | -10.2% | -$46.24万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $312.02万 | 1.60% | 10,299 | 4,724 | 84.7% | $143.12万 | 加仓 |
| MGC | VANGUARD WORLD FD | $297.44万 | 1.52% | 10,870 | 10,870 | — | $297.44万 | 新建仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $286.73万 | 1.47% | 69,764 | -22,818 | -24.6% | -$93.78万 | 减仓 |
| AAPL | APPLE INC | $279.69万 | 1.43% | 9,666 | 294 | 3.1% | $8.51万 | 加仓 |
| GOOG | ALPHABET INC | $267.51万 | 1.37% | 7,571 | -40 | -0.5% | -$1.41万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $263.47万 | 1.35% | 7,120 | -228 | -3.1% | -$8.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $255.93万 | 1.31% | 3,475 | -34 | -1.0% | -$2.50万 | 减仓 |
| ITOT | ISHARES TR | $234.64万 | 1.20% | 14,284 | 14,284 | — | $234.64万 | 新建仓 |
| IJH | ISHARES TR | $234.36万 | 1.20% | 30,393 | -1,107 | -3.5% | -$8.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $233.83万 | 1.20% | 4,673 | -876 | -15.8% | -$43.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $232.59万 | 1.19% | 7,673 | 497 | 6.9% | $15.07万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $223.50万 | 1.15% | 25,432 | 14,183 | 126.1% | $124.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $209.10万 | 1.07% | 4,071 | -677 | -14.3% | -$34.77万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $195.21万 | 1.00% | 22,662 | -1,212 | -5.1% | -$10.44万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $189.86万 | 0.97% | 20,816 | 20,816 | — | $189.86万 | 新建仓 |
| V | VISA INC | $189.00万 | 0.97% | 5,509 | -1,712 | -23.7% | -$58.73万 | 减仓 |
| META | META PLATFORMS INC | $182.27万 | 0.93% | 3,236 | -1,373 | -29.8% | -$77.33万 | 减仓 |
| MGK | VANGUARD WORLD FD | $162.15万 | 0.83% | 18,445 | 13,150 | 248.3% | $115.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $132.45万 | 0.68% | 18,590 | 18,590 | — | $132.45万 | 新建仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $122.60万 | 0.63% | 17,617 | -3,678 | -17.3% | -$25.60万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $121.54万 | 0.62% | 1,728 | -36 | -2.0% | -$2.53万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $118.29万 | 0.61% | 3,436 | -770 | -18.3% | -$26.51万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $117.19万 | 0.60% | 8,862 | -33 | -0.4% | -$4,364 | 减仓 |
| HD | HOME DEPOT INC | $106.84万 | 0.55% | 3,029 | -688 | -18.5% | -$24.27万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $105.76万 | 0.54% | 4,964 | -2,138 | -30.1% | -$45.55万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $104.60万 | 0.54% | 1,401 | 3 | 0.2% | $2,240 | 加仓 |
| SYK | STRYKER CORPORATION | $97.84万 | 0.50% | 3,108 | -860 | -21.7% | -$27.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $94.54万 | 0.48% | 4,443 | 53 | 1.2% | $1.13万 | 加仓 |
| AZO | AUTOZONE INC | $86.93万 | 0.45% | 272 | -95 | -25.9% | -$30.36万 | 减仓 |
| LIN | LINDE PLC | $75.92万 | 0.39% | 1,463 | -175 | -10.7% | -$9.08万 | 减仓 |
| IJR | ISHARES TR | $75.33万 | 0.39% | 5,079 | -159 | -3.0% | -$2.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.83万 | 0.33% | 682 | 10 | 1.5% | $9,359 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $62.00万 | 0.32% | 2,701 | -1,907 | -41.4% | -$43.77万 | 减仓 |
| SPGI | S&P GLOBAL INC | $52.38万 | 0.27% | 1,286 | -282 | -18.0% | -$11.49万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $48.52万 | 0.25% | 4,708 | 4,708 | — | $48.52万 | 新建仓 |
| GE | GE AEROSPACE | $47.46万 | 0.24% | 1,270 | -377 | -22.9% | -$14.09万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $43.89万 | 0.23% | 6,497 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $42.89万 | 0.22% | 1,080 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $39.49万 | 0.20% | 3,304 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $38.11万 | 0.20% | 4,206 | 4,206 | — | $38.11万 | 新建仓 |
| AVGO | BROADCOM INC | $37.32万 | 0.19% | 988 | -292 | -22.8% | -$11.03万 | 减仓 |
| TSLA | TESLA INC | $32.93万 | 0.17% | 783 | -366 | -31.9% | -$15.39万 | 减仓 |
| IAU | ISHARES GOLD TR | $32.35万 | 0.17% | 4,284 | -10 | -0.2% | -$755 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $31.74万 | 0.16% | 24,396 | -864 | -3.4% | -$1.12万 | 减仓 |
| BRO | BROWN & BROWN INC | $30.98万 | 0.16% | 4,829 | -4,349 | -47.4% | -$27.90万 | 减仓 |
| NULG | NUSHARES ETF TR | $30.80万 | 0.16% | 2,631 | 22 | 0.8% | $2,575 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.86万 | 0.15% | 5,633 | -262 | -4.4% | -$1.34万 | 减仓 |
| LLY | ELI LILLY & CO | $25.01万 | 0.13% | 209 | -4 | -1.9% | -$4,787 | 重新持有 |
| DFEV | DIMENSIONAL ETF TRUST | $24.61万 | 0.13% | 5,769 | 5,769 | — | $24.61万 | 新建仓 |
| SIL | GLOBAL X FDS | $23.45万 | 0.12% | 3,027 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $22.60万 | 0.12% | 389 | 389 | — | $22.60万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $22.39万 | 0.11% | 4,426 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $22.08万 | 0.11% | 8,517 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $21.26万 | 0.11% | 649 | -242 | -27.2% | -$7.93万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $20.80万 | 0.11% | 1,667 | 1,667 | — | $20.80万 | 新建仓 |
| NOW | SERVICENOW INC | $20.78万 | 0.11% | 2,093 | -5,124 | -71.0% | -$50.87万 | 减仓 |
| — | EXXON MOBIL CORP | $20.49万 | 0.11% | 1,499 | 6 | 0.4% | $820 | 加仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -748 | -100.0% | -$32.35万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,299 | -100.0% | -$25.75万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,423 | -100.0% | -$22.24万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,073 | -100.0% | -$21.78万 | 清仓 |