Sun Financial Inc
MIDVALE UT · SEC CIK 0002067342
$2.12亿2026Q2 申报市值
161持仓数
30.4%前十大占比 · 第一大 4.8%
15 / 15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
NOW 新建仓+$144.12万
NOC 加仓+$127.73万
CF 新建仓+$127.51万
GRNJ 加仓+$122.79万
APD 新建仓+$118.95万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$191.60万
LRCX 减仓-$149.69万
EMR 减仓-$108.79万
AMD 减仓-$102.79万
AXON 减仓-$100.18万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -2,326 | -100.0% | -$93.94万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -3,750 | -100.0% | -$81.44万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -43,320 | -100.0% | -$69.40万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | -5,082 | -100.0% | -$54.01万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,891 | -100.0% | -$39.85万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -2,294 | -100.0% | -$39.00万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -4,311 | -100.0% | -$38.30万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -1,027 | -100.0% | -$37.44万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -2,211 | -100.0% | -$33.96万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -744 | -100.0% | -$32.19万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -3,638 | -100.0% | -$30.88万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -1,017 | -100.0% | -$30.82万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -1,402 | -100.0% | -$30.05万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,096 | -100.0% | -$27.26万 | 清仓 |
| YEAR | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -5,119 | -100.0% | -$25.76万 | 清仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $19.87万 | 0.09% | 10,121 | -5,363 | -34.6% | -$10.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.82万 | 0.10% | 269 | 269 | — | $20.82万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $20.87万 | 0.10% | 350 | -1,680 | -82.8% | -$100.18万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $20.93万 | 0.10% | 396 | 137 | 52.9% | $7.24万 | 加仓 |
| IWF | ISHARES TR | $21.19万 | 0.10% | 1,707 | -5,113 | -75.0% | -$63.48万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $21.44万 | 0.10% | 2,054 | -236 | -10.3% | -$2.46万 | 减仓 |
| EFAV | ISHARES TR | $21.66万 | 0.10% | 2,313 | -166 | -6.7% | -$1.55万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $22.95万 | 0.11% | 1,052 | -2 | -0.2% | -$436 | 减仓 |
| DES | WISDOMTREE TR | $23.01万 | 0.11% | 5,607 | -297 | -5.0% | -$1.22万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $23.21万 | 0.11% | 1,335 | 1,335 | — | $23.21万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $24.16万 | 0.11% | 4,622 | 529 | 12.9% | $2.77万 | 加仓 |
| ZTS | ZOETIS INC | $24.43万 | 0.12% | 3,265 | 917 | 39.1% | $6.86万 | 重新持有 |
| SCHM | SCHWAB STRATEGIC TR | $24.55万 | 0.12% | 6,841 | 13 | 0.2% | $467 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $25.09万 | 0.12% | 1,687 | 1,687 | — | $25.09万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $25.47万 | 0.12% | 1,411 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $25.73万 | 0.12% | 562 | 562 | — | $25.73万 | 新建仓 |
| VLTO | VERALTO CORP | $25.83万 | 0.12% | 2,660 | -180 | -6.3% | -$1.75万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $25.90万 | 0.12% | 2,277 | -415 | -15.4% | -$4.72万 | 减仓 |
| HON | HONEYWELL INTL INC | $26.16万 | 0.12% | 1,077 | -1,505 | -58.3% | -$36.56万 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $26.32万 | 0.12% | 5,667 | 16 | 0.3% | $743 | 加仓 |
| RMD | RESMED INC | $26.54万 | 0.13% | 1,206 | 97 | 8.7% | $2.13万 | 加仓 |
| MRK | MERCK & CO INC | $26.99万 | 0.13% | 2,061 | 2,061 | — | $26.99万 | 新建仓 |
| CPRT | COPART INC | $27.35万 | 0.13% | 9,242 | 1,282 | 16.1% | $3.79万 | 加仓 |
| HYG | ISHARES TR | $27.63万 | 0.13% | 3,476 | -394 | -10.2% | -$3.13万 | 减仓 |
| GOOG | ALPHABET INC | $27.77万 | 0.13% | 781 | 21 | 2.8% | $7,468 | 加仓 |
| MMM | 3M CO | $27.80万 | 0.13% | 1,527 | -298 | -16.3% | -$5.42万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $27.90万 | 0.13% | 979 | -146 | -13.0% | -$4.16万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.07万 | 0.13% | 4,704 | 478 | 11.3% | $2.85万 | 加仓 |
| SNA | SNAP ON INC | $28.08万 | 0.13% | 683 | -152 | -18.2% | -$6.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $29.11万 | 0.14% | 338 | -92 | -21.4% | -$7.92万 | 减仓 |
| IJR | ISHARES TR | $29.76万 | 0.14% | 2,010 | -3 | -0.1% | -$444 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $29.84万 | 0.14% | 5,746 | 33 | 0.6% | $1,714 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $30.03万 | 0.14% | 2,620 | -587 | -18.3% | -$6.73万 | 减仓 |
| LIN | LINDE PLC | $30.24万 | 0.14% | 614 | -116 | -15.9% | -$5.71万 | 减仓 |
| EOG | EOG RES INC | $30.37万 | 0.14% | 2,135 | -519 | -19.6% | -$7.38万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $30.56万 | 0.14% | 15,013 | 145 | 1.0% | $2,951 | 加仓 |
| AMP | AMERIPRISE FINL INC | $30.94万 | 0.15% | 555 | -33 | -5.6% | -$1.84万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $31.01万 | 0.15% | 2,118 | -469 | -18.1% | -$6.87万 | 减仓 |
| SYK | STRYKER CORPORATION | $31.07万 | 0.15% | 899 | 899 | — | $31.07万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $31.40万 | 0.15% | 1,753 | -188 | -9.7% | -$3.37万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $31.62万 | 0.15% | 1,032 | -4,885 | -82.6% | -$149.69万 | 减仓 |
| PEP | PEPSICO INC | $31.83万 | 0.15% | 2,311 | -181 | -7.3% | -$2.49万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $31.91万 | 0.15% | 691 | -100 | -12.6% | -$4.62万 | 减仓 |
| DON | WISDOMTREE TR | $32.16万 | 0.15% | 5,531 | -108 | -1.9% | -$6,279 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $32.40万 | 0.15% | 10,323 | 71 | 0.7% | $2,229 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $33.10万 | 0.16% | 2,834 | -12 | -0.4% | -$1,401 | 减仓 |
| PAYX | PAYCHEX INC | $34.89万 | 0.16% | 2,879 | -109 | -3.6% | -$1.32万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $35.02万 | 0.17% | 7,381 | -51 | -0.7% | -$2,420 | 减仓 |
| WRB | BERKLEY W R CORP | $35.39万 | 0.17% | 4,997 | -573 | -10.3% | -$4.06万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.87万 | 0.17% | 9,443 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $36.10万 | 0.17% | 2,713 | 2,713 | — | $36.10万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $36.15万 | 0.17% | 919 | 419 | 83.8% | $16.48万 | 重新持有 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $36.62万 | 0.17% | 7,448 | 12 | 0.2% | $590 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $37.25万 | 0.18% | 1,952 | -99 | -4.8% | -$1.89万 | 减仓 |
| EMR | EMERSON ELEC CO | $37.79万 | 0.18% | 2,381 | -6,854 | -74.2% | -$108.79万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $37.94万 | 0.18% | 3,514 | -214 | -5.7% | -$2.31万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $38.21万 | 0.18% | 7,935 | 2,205 | 38.5% | $10.62万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.51万 | 0.18% | 1,407 | 1 | 0.1% | $274 | 加仓 |
| ROST | ROSS STORES INC | $38.55万 | 0.18% | 1,513 | -341 | -18.4% | -$8.69万 | 减仓 |
| APH | AMPHENOL CORP | $38.63万 | 0.18% | 2,303 | 2 | 0.1% | $335 | 加仓 |
| CMI | CUMMINS INC | $39.69万 | 0.19% | 625 | -128 | -17.0% | -$8.13万 | 减仓 |
| AGGY | WISDOMTREE TR | $40.11万 | 0.19% | 9,398 | -1,962 | -17.3% | -$8.37万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $40.30万 | 0.19% | 20,625 | -5,519 | -21.1% | -$10.78万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $41.55万 | 0.20% | 871 | 871 | — | $41.55万 | 新建仓 |
| COR | CENCORA INC | $48.42万 | 0.23% | 1,490 | -39 | -2.6% | -$1.27万 | 减仓 |
| V | VISA INC | $52.46万 | 0.25% | 1,452 | -59 | -3.9% | -$2.13万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $52.97万 | 0.25% | 1,338 | -125 | -8.5% | -$4.95万 | 减仓 |
| XBIL | RBB FD INC | $53.47万 | 0.25% | 10,678 | -227 | -2.1% | -$1.14万 | 减仓 |
| — | EXXON MOBIL CORP | $53.72万 | 0.25% | 3,362 | -45 | -1.3% | -$7,191 | 减仓 |
| WMT | WALMART INC | $55.44万 | 0.26% | 4,921 | -364 | -6.9% | -$4.10万 | 减仓 |
| AMGN | AMGEN INC | $55.82万 | 0.26% | 1,338 | 629 | 88.7% | $26.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $56.24万 | 0.27% | 2,148 | -297 | -12.1% | -$7.78万 | 减仓 |
| GRMN | GARMIN LTD | $58.79万 | 0.28% | 1,877 | -66 | -3.4% | -$2.07万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $59.01万 | 0.28% | 2,338 | -2 | -0.1% | -$505 | 减仓 |
| KO | COCA COLA CO | $62.03万 | 0.29% | 7,141 | -774 | -9.8% | -$6.72万 | 减仓 |
| HD | HOME DEPOT INC | $67.23万 | 0.32% | 1,917 | -124 | -6.1% | -$4.35万 | 减仓 |
| CSCO | CISCO SYS INC | $70.74万 | 0.33% | 5,771 | -1,379 | -19.3% | -$16.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.26万 | 0.34% | 1,346 | -11 | -0.8% | -$5,824 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $72.80万 | 0.34% | 14,183 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $75.51万 | 0.36% | 8,902 | -26 | -0.3% | -$2,205 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $75.72万 | 0.36% | 16,372 | -1,333 | -7.5% | -$6.17万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $76.17万 | 0.36% | 1,263 | 414 | 48.8% | $24.97万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $76.33万 | 0.36% | 3,390 | 468 | 16.0% | $10.54万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $76.72万 | 0.36% | 1,362 | -29 | -2.1% | -$1.63万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $79.28万 | 0.37% | 2,059 | -4,976 | -70.7% | -$191.60万 | 减仓 |