Sun Financial Inc
MIDVALE UT · SEC CIK 0002067342
$2.00亿2026Q1 申报市值
159持仓数
30.6%前十大占比 · 第一大 4.8%
7 / 3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
JPST 加仓+$175.87万
FTHI 加仓+$74.83万
SUB 新建仓+$54.01万
BUFR 加仓+$40.92万
MU 新建仓+$33.37万
2026Q1 卖出最多 按季末市值估算
CTSH 清仓-$36.63万
ACM 清仓-$24.91万
HELO 减仓-$21.08万
RSP 清仓-$20.87万
AGGY 减仓-$15.57万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP | $98.20万 | 0.49% | 6,920 | 305 | 4.6% | $4.33万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $98.66万 | 0.49% | 4,622 | 287 | 6.6% | $6.13万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $102.28万 | 0.51% | 7,648 | 438 | 6.1% | $5.86万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $105.46万 | 0.53% | 30,401 | -1,417 | -4.5% | -$4.92万 | 减仓 |
| NFLX | NETFLIX INC. | $110.54万 | 0.55% | 12,714 | 664 | 5.5% | $5.77万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $113.95万 | 0.57% | 15,794 | -552 | -3.4% | -$3.98万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $114.82万 | 0.58% | 12,355 | 389 | 3.3% | $3.62万 | 加仓 |
| DE | DEERE & CO | $116.04万 | 0.58% | 2,019 | 78 | 4.0% | $4.48万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $118.17万 | 0.59% | 25,331 | 1,233 | 5.1% | $5.75万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $119.01万 | 0.60% | 21,255 | 2,250 | 11.8% | $12.60万 | 加仓 |
| COWZ | PACER FDS TR | $120.82万 | 0.61% | 19,166 | 1,678 | 9.6% | $10.58万 | 加仓 |
| MSTR | STRATEGY INC | $124.30万 | 0.62% | 6,648 | 377 | 6.0% | $7.05万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $127.10万 | 0.64% | 4,064 | 177 | 4.6% | $5.54万 | 加仓 |
| EMR | EMERSON ELEC CO | $127.33万 | 0.64% | 9,235 | 170 | 1.9% | $2.34万 | 加仓 |
| GE | GE AEROSPACE | $129.25万 | 0.65% | 4,433 | 81 | 1.9% | $2.36万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $130.82万 | 0.66% | 50,006 | 944 | 1.9% | $2.47万 | 加仓 |
| TJX | TJX COS INC NEW | $137.29万 | 0.69% | 9,317 | 242 | 2.7% | $3.57万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $141.59万 | 0.71% | 4,013 | 94 | 2.4% | $3.32万 | 加仓 |
| ETN | EATON CORP PLC | $142.75万 | 0.72% | 3,498 | 21 | 0.6% | $8,570 | 加仓 |
| TSLA | TESLA INC | $143.14万 | 0.72% | 3,229 | 76 | 2.4% | $3.37万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $147.52万 | 0.74% | 35,998 | 497 | 1.4% | $2.04万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $148.42万 | 0.74% | 12,340 | -706 | -5.4% | -$8.49万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $152.80万 | 0.77% | 40,692 | 621 | 1.5% | $2.33万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $154.29万 | 0.77% | 11,770 | -133 | -1.1% | -$1.74万 | 减仓 |
| QQQ | INVESCO QQQ TR | $154.76万 | 0.78% | 2,150 | 58 | 2.8% | $4.17万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $154.88万 | 0.78% | 11,390 | -192 | -1.7% | -$2.61万 | 减仓 |
| AVGO | BROADCOM INC | $155.05万 | 0.78% | 3,526 | 68 | 2.0% | $2.99万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $157.06万 | 0.79% | 1,621 | 14 | 0.9% | $1.36万 | 加仓 |
| AGG | ISHARES TR | $160.53万 | 0.80% | 16,275 | 99 | 0.6% | $9,765 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $167.58万 | 0.84% | 7,035 | 383 | 5.8% | $9.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $169.46万 | 0.85% | 2,922 | 119 | 4.2% | $6.90万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $176.83万 | 0.89% | 11,963 | -92 | -0.8% | -$1.36万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $177.01万 | 0.89% | 5,917 | -181 | -3.0% | -$5.41万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $181.01万 | 0.91% | 38,481 | -959 | -2.4% | -$4.51万 | 减仓 |
| KLAC | KLA CORP | $187.23万 | 0.94% | 989 | -48 | -4.6% | -$9.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $187.91万 | 0.94% | 6,265 | 20 | 0.3% | $5,999 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $189.32万 | 0.95% | 22,060 | -144 | -0.6% | -$1.24万 | 减仓 |
| META | META PLATFORMS INC | $198.79万 | 1.00% | 3,214 | 48 | 1.5% | $2.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $204.78万 | 1.03% | 1,967 | -8 | -0.4% | -$8,329 | 减仓 |
| GEV | GE VERNOVA INC | $210.04万 | 1.05% | 1,926 | -87 | -4.3% | -$9.49万 | 减仓 |
| CAT | CATERPILLAR INC | $218.45万 | 1.09% | 2,374 | -81 | -3.3% | -$7.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $218.97万 | 1.10% | 5,348 | 249 | 4.9% | $10.20万 | 加仓 |
| PWR | QUANTA SVCS INC | $222.79万 | 1.12% | 2,856 | -116 | -3.9% | -$9.05万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $225.03万 | 1.13% | 33,151 | -3,106 | -8.6% | -$21.08万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $268.93万 | 1.35% | 91,442 | 1,983 | 2.2% | $5.83万 | 加仓 |
| AMZN | AMAZON COM INC | $272.94万 | 1.37% | 10,214 | 259 | 2.6% | $6.92万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $276.64万 | 1.39% | 93,746 | 3,964 | 4.4% | $11.70万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $279.71万 | 1.40% | 6,220 | -112 | -1.8% | -$5.04万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $288.49万 | 1.45% | 38,802 | 2,574 | 7.1% | $19.14万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $293.25万 | 1.47% | 31,653 | 271 | 0.9% | $2.51万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $302.92万 | 1.52% | 23,106 | 1,818 | 8.5% | $23.83万 | 加仓 |
| AAPL | APPLE INC | $316.92万 | 1.59% | 10,628 | 23 | 0.2% | $6,859 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $371.56万 | 1.86% | 12,626 | -501 | -3.8% | -$14.74万 | 减仓 |
| GRNY | TIDAL TRUST I | $400.51万 | 2.01% | 146,975 | 2,411 | 1.7% | $6.57万 | 加仓 |
| GOOGL | ALPHABET INC | $430.88万 | 2.16% | 10,743 | -299 | -2.7% | -$11.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $447.78万 | 2.24% | 18,995 | 64 | 0.3% | $1.51万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $508.64万 | 2.55% | 243,601 | 13,961 | 6.1% | $29.15万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $534.45万 | 2.68% | 245,950 | 3,319 | 1.4% | $7.21万 | 加仓 |
| IEF | ISHARES TR | $546.50万 | 2.74% | 57,978 | -639 | -1.1% | -$6.02万 | 减仓 |
| GRNJ | TIDAL TRUST III | $572.72万 | 2.87% | 182,977 | 9,618 | 5.5% | $30.10万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $600.76万 | 3.01% | 118,940 | 34,818 | 41.4% | $175.87万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $744.58万 | 3.73% | 205,629 | 11,300 | 5.8% | $40.92万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $751.71万 | 3.77% | 227,998 | 8,006 | 3.6% | $26.40万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $965.28万 | 4.84% | 401,866 | 31,152 | 8.4% | $74.83万 | 加仓 |