SFM, LLC
MANCHESTER NH · SEC CIK 0002064225
$1.65亿2026Q1 申报市值
63持仓数
63.0%前十大占比 · 第一大 21.8%
3 / 0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
VOO 加仓+$187.45万
VO 加仓+$53.01万
BPRE 新建仓+$41.96万
VTIP 加仓+$35.10万
RSG 加仓+$35.02万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$133.42万
IAUM 减仓-$37.46万
GOOG 减仓-$29.86万
IVV 减仓-$20.51万
JPM 减仓-$14.33万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,615.19万 | 21.85% | 60,500 | 3,137 | 5.5% | $187.45万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,021.58万 | 6.17% | 35,573 | 1,846 | 5.5% | $53.01万 | 加仓 |
| IAUM | ISHARES GOLD TR | $1,012.72万 | 6.12% | 216,857 | -8,022 | -3.6% | -$37.46万 | 减仓 |
| IVV | ISHARES TR | $974.93万 | 5.89% | 14,925 | -314 | -2.1% | -$20.51万 | 减仓 |
| USFR | WISDOMTREE TR | $931.11万 | 5.63% | 184,965 | 2,867 | 1.6% | $14.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $760.41万 | 4.60% | 20,542 | 120 | 0.6% | $4.44万 | 加仓 |
| AMZN | AMAZON COM INC | $711.58万 | 4.30% | 34,166 | 690 | 2.1% | $14.37万 | 加仓 |
| GOOGL | ALPHABET INC | $499.44万 | 3.02% | 17,368 | -485 | -2.7% | -$13.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $457.93万 | 2.77% | 26,257 | 1,037 | 4.1% | $18.09万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $436.78万 | 2.64% | 142,368 | 7,900 | 5.9% | $24.24万 | 加仓 |
| IQLT | ISHARES TR | $405.48万 | 2.45% | 87,709 | 2,813 | 3.3% | $13.00万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $399.65万 | 2.42% | 80,009 | 7,028 | 9.6% | $35.10万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $329.50万 | 1.99% | 92,582 | -1,941 | -2.1% | -$6.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $265.91万 | 1.61% | 5,549 | -262 | -4.5% | -$12.56万 | 减仓 |
| META | META PLATFORMS INC | $263.71万 | 1.59% | 4,609 | 526 | 12.9% | $30.10万 | 加仓 |
| AAPL | APPLE INC | $237.84万 | 1.44% | 9,372 | -136 | -1.4% | -$3.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $237.21万 | 1.43% | 4,748 | -22 | -0.5% | -$1.10万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $235.73万 | 1.42% | 7,348 | -389 | -5.0% | -$12.48万 | 减仓 |
| GOOG | ALPHABET INC | $218.33万 | 1.32% | 7,611 | -1,041 | -12.0% | -$29.86万 | 减仓 |
| V | VISA INC | $218.23万 | 1.32% | 7,221 | 132 | 1.9% | $3.99万 | 加仓 |
| IJH | ISHARES TR | $212.72万 | 1.29% | 31,500 | 1,280 | 4.2% | $8.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $202.55万 | 1.22% | 3,509 | -109 | -3.0% | -$6.29万 | 减仓 |
| VB | VANGUARD INDEX FDS | $187.94万 | 1.14% | 7,176 | -244 | -3.3% | -$6.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $173.80万 | 1.05% | 3,979 | -40 | -1.0% | -$1.75万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $155.55万 | 0.94% | 7,102 | 1,599 | 29.1% | $35.02万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $134.81万 | 0.81% | 4,206 | -68 | -1.6% | -$2.18万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $132.48万 | 0.80% | 5,575 | 421 | 8.2% | $10.00万 | 加仓 |
| SYK | STRYKER CORPORATION | $130.39万 | 0.79% | 3,968 | -12 | -0.3% | -$3,943 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $128.33万 | 0.78% | 21,295 | 220 | 1.0% | $1.33万 | 加仓 |
| AZO | AUTOZONE INC | $123.96万 | 0.75% | 367 | 40 | 12.2% | $13.51万 | 加仓 |
| HD | HOME DEPOT INC | $122.25万 | 0.74% | 3,717 | 126 | 3.5% | $4.14万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $108.80万 | 0.66% | 1,764 | -1 | -0.1% | -$617 | 减仓 |
| ESGV | VANGUARD WORLD FD | $99.86万 | 0.60% | 8,895 | 6 | 0.1% | $674 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $99.79万 | 0.60% | 4,608 | 643 | 16.2% | $13.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $90.94万 | 0.55% | 1,398 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $86.10万 | 0.52% | 11,249 | -17,431 | -60.8% | -$133.42万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $84.26万 | 0.51% | 4,390 | 61 | 1.4% | $1.17万 | 加仓 |
| LIN | LINDE PLC | $81.22万 | 0.49% | 1,638 | 167 | 11.4% | $8.28万 | 加仓 |
| NOW | SERVICENOW INC | $75.45万 | 0.46% | 7,217 | 279 | 4.0% | $2.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.98万 | 0.40% | 672 | -12 | -1.8% | -$1.20万 | 减仓 |
| SPGI | S&P GLOBAL INC | $66.69万 | 0.40% | 1,568 | 5 | 0.3% | $2,127 | 加仓 |
| IJR | ISHARES TR | $65.11万 | 0.39% | 5,238 | -253 | -4.6% | -$3.15万 | 减仓 |
| BRO | BROWN & BROWN INC | $59.85万 | 0.36% | 9,178 | 2,944 | 47.2% | $19.20万 | 加仓 |
| GE | GE AEROSPACE | $46.75万 | 0.28% | 1,647 | 168 | 11.4% | $4.77万 | 加仓 |
| TSLA | TESLA INC | $42.71万 | 0.26% | 1,149 | -42 | -3.5% | -$1.56万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $41.96万 | 0.25% | 25,260 | 25,260 | — | $41.96万 | 新建仓 |
| AVGO | BROADCOM INC | $39.62万 | 0.24% | 1,280 | 42 | 3.4% | $1.30万 | 加仓 |
| MGK | VANGUARD WORLD FD | $38.91万 | 0.24% | 1,059 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $38.48万 | 0.23% | 6,497 | -1,000 | -13.3% | -$5.92万 | 减仓 |
| IAU | ISHARES GOLD TR | $37.86万 | 0.23% | 4,294 | -15 | -0.3% | -$1,322 | 减仓 |
| ADI | ANALOG DEVICES INC | $34.36万 | 0.21% | 1,080 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $32.35万 | 0.20% | 748 | -7 | -0.9% | -$3,027 | 减仓 |
| VGT | VANGUARD WORLD FD | $28.82万 | 0.17% | 413 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $27.27万 | 0.16% | 3,027 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $26.21万 | 0.16% | 891 | -487 | -35.3% | -$14.33万 | 减仓 |
| PGR | PROGRESSIVE CORP | $25.75万 | 0.16% | 1,299 | 216 | 19.9% | $4.28万 | 重新持有 |
| — | EXXON MOBIL CORP | $25.34万 | 0.15% | 1,493 | 1,493 | — | $25.34万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $25.31万 | 0.15% | 8,517 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $23.73万 | 0.14% | 2,609 | -27 | -1.0% | -$2,455 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $23.32万 | 0.14% | 5,895 | 8 | 0.1% | $316 | 加仓 |
| GDX | VANECK ETF TRUST | $22.24万 | 0.13% | 2,423 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $22.08万 | 0.13% | 4,426 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $21.78万 | 0.13% | 1,073 | 1,073 | — | $21.78万 | 新建仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |