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 |
|---|---|---|---|---|---|---|---|---|
| FTHI | FIRST TR EXCHANGE TRADED FD | $1,013.17万 | 4.78% | 422,859 | 20,993 | 5.2% | $50.30万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $881.56万 | 4.16% | 236,154 | 30,525 | 14.8% | $113.95万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $835.90万 | 3.94% | 239,789 | 11,791 | 5.2% | $41.10万 | 加仓 |
| GRNJ | TIDAL TRUST III | $683.06万 | 3.22% | 223,077 | 40,100 | 21.9% | $122.79万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $590.70万 | 2.79% | 266,320 | 20,370 | 8.3% | $45.18万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $526.05万 | 2.48% | 104,291 | -14,649 | -12.3% | -$73.89万 | 减仓 |
| IEF | ISHARES TR | $519.76万 | 2.45% | 56,033 | -1,945 | -3.4% | -$18.04万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $504.10万 | 2.38% | 245,184 | 1,583 | 0.6% | $3.25万 | 加仓 |
| GRNY | TIDAL TRUST I | $461.37万 | 2.18% | 165,189 | 18,214 | 12.4% | $50.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $420.46万 | 1.98% | 19,327 | 332 | 1.7% | $7.22万 | 加仓 |
| GOOGL | ALPHABET INC | $410.63万 | 1.94% | 11,486 | 743 | 6.9% | $26.56万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $374.31万 | 1.77% | 11,851 | -775 | -6.1% | -$24.48万 | 减仓 |
| AAPL | APPLE INC | $365.20万 | 1.72% | 11,847 | 1,219 | 11.5% | $37.58万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $330.27万 | 1.56% | 26,974 | 3,868 | 16.7% | $47.36万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $319.48万 | 1.51% | 31,741 | 88 | 0.3% | $8,857 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $319.23万 | 1.51% | 38,401 | -401 | -1.0% | -$3.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $310.35万 | 1.46% | 6,133 | 785 | 14.7% | $39.72万 | 加仓 |
| AMZN | AMAZON COM INC | $300.00万 | 1.42% | 10,788 | 574 | 5.6% | $15.96万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $290.36万 | 1.37% | 95,987 | 2,241 | 2.4% | $6.78万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $271.63万 | 1.28% | 89,001 | -2,441 | -2.7% | -$7.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $234.90万 | 1.11% | 6,529 | 264 | 4.2% | $9.50万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $230.93万 | 1.09% | 12,058 | 95 | 0.8% | $1.82万 | 加仓 |
| META | META PLATFORMS INC | $214.57万 | 1.01% | 3,607 | 393 | 12.2% | $23.38万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $197.33万 | 0.93% | 28,267 | -4,884 | -14.7% | -$34.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $195.05万 | 0.92% | 11,131 | 3,483 | 45.5% | $61.03万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $192.72万 | 0.91% | 38,124 | -357 | -0.9% | -$1.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $192.34万 | 0.91% | 2,019 | 52 | 2.6% | $4.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $189.28万 | 0.89% | 4,031 | -2,189 | -35.2% | -$102.79万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $185.13万 | 0.87% | 40,496 | 18,436 | 83.6% | $84.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $171.02万 | 0.81% | 1,653 | 32 | 2.0% | $3.31万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $167.21万 | 0.79% | 2,893 | 2,210 | 323.6% | $127.73万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $165.71万 | 0.78% | 13,502 | 1,162 | 9.4% | $14.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $162.91万 | 0.77% | 2,260 | 110 | 5.1% | $7.93万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $162.86万 | 0.77% | 10,215 | -1,175 | -10.3% | -$18.73万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $162.34万 | 0.77% | 11,270 | -500 | -4.2% | -$7.20万 | 减仓 |
| UNP | UNION PAC CORP | $160.87万 | 0.76% | 5,505 | 3,471 | 170.6% | $101.43万 | 加仓 |
| AVGO | BROADCOM INC | $160.72万 | 0.76% | 3,805 | 279 | 7.9% | $11.78万 | 加仓 |
| ETN | EATON CORP PLC | $157.20万 | 0.74% | 3,533 | 35 | 1.0% | $1.56万 | 加仓 |
| CAT | CATERPILLAR INC | $156.21万 | 0.74% | 1,865 | -509 | -21.4% | -$42.63万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $156.02万 | 0.74% | 40,726 | 34 | 0.1% | $1,303 | 加仓 |
| GEV | GE VERNOVA INC | $153.39万 | 0.72% | 1,548 | -378 | -19.6% | -$37.46万 | 减仓 |
| GE | GE AEROSPACE | $153.15万 | 0.72% | 4,176 | -257 | -5.8% | -$9.42万 | 减仓 |
| TJX | TJX COS INC NEW | $152.41万 | 0.72% | 9,597 | 280 | 3.0% | $4.45万 | 加仓 |
| AGG | ISHARES TR | $152.36万 | 0.72% | 15,669 | -606 | -3.7% | -$5.89万 | 减仓 |
| COWZ | PACER FDS TR | $151.73万 | 0.72% | 21,670 | 2,504 | 13.1% | $17.53万 | 加仓 |
| PWR | QUANTA SVCS INC | $150.21万 | 0.71% | 2,273 | -583 | -20.4% | -$38.53万 | 减仓 |
| LLY | ELI LILLY & CO | $148.76万 | 0.70% | 1,208 | 888 | 277.5% | $109.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $147.68万 | 0.70% | 4,358 | 294 | 7.2% | $9.96万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $147.46万 | 0.70% | 36,257 | 259 | 0.7% | $1.05万 | 加仓 |
| KLAC | KLA CORP | $144.94万 | 0.68% | 7,520 | -2,370 | -24.0% | -$45.68万 | 减仓 |
| NOW | SERVICENOW INC | $144.12万 | 0.68% | 11,309 | 11,309 | — | $144.12万 | 新建仓 |
| ORCL | ORACLE CORP | $139.28万 | 0.66% | 9,221 | 7,215 | 359.7% | $108.98万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $135.19万 | 0.64% | 4,073 | 60 | 1.5% | $1.99万 | 加仓 |
| NFLX | NETFLIX INC. | $134.12万 | 0.63% | 17,580 | 4,866 | 38.3% | $37.12万 | 加仓 |
| TSLA | TESLA INC | $131.95万 | 0.62% | 3,988 | 759 | 23.5% | $25.11万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $131.41万 | 0.62% | 50,915 | 909 | 1.8% | $2.35万 | 加仓 |
| DE | DEERE & CO | $128.52万 | 0.61% | 2,109 | 90 | 4.5% | $5.48万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $127.90万 | 0.60% | 5,080 | 458 | 9.9% | $11.53万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $127.51万 | 0.60% | 10,496 | 10,496 | — | $127.51万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $126.51万 | 0.60% | 13,384 | 2,041 | 18.0% | $19.29万 | 加仓 |
| MSTR | STRATEGY INC | $124.38万 | 0.59% | 12,779 | 6,131 | 92.2% | $59.67万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $120.49万 | 0.57% | 15,798 | 4 | 0.0% | $305 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $119.39万 | 0.56% | 20,713 | -542 | -2.5% | -$3.12万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $118.95万 | 0.56% | 3,860 | 3,860 | — | $118.95万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $118.18万 | 0.56% | 4,639 | 4,639 | — | $118.18万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $115.92万 | 0.55% | 11,314 | -1,041 | -8.4% | -$10.67万 | 减仓 |
| VST | VISTRA CORP | $114.87万 | 0.54% | 8,040 | 1,120 | 16.2% | $16.00万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $114.71万 | 0.54% | 24,401 | -930 | -3.7% | -$4.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.58万 | 0.52% | 2,681 | 2,681 | — | $109.58万 | 新建仓 |
| OKE | ONEOK INC NEW | $107.79万 | 0.51% | 11,932 | 11,932 | — | $107.79万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $104.94万 | 0.50% | 10,432 | 770 | 8.0% | $7.75万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $104.15万 | 0.49% | 24,259 | 3,584 | 17.3% | $15.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $102.06万 | 0.48% | 28,485 | -1,916 | -6.3% | -$6.87万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $97.43万 | 0.46% | 23,240 | -1 | -0.0% | -$42 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $97.32万 | 0.46% | 2,777 | 2,777 | — | $97.32万 | 新建仓 |
| IVES | WEDBUSH SER TR | $81.87万 | 0.39% | 21,031 | 483 | 2.4% | $1.88万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $79.28万 | 0.37% | 2,059 | -4,976 | -70.7% | -$191.60万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $76.72万 | 0.36% | 1,362 | -29 | -2.1% | -$1.63万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $76.33万 | 0.36% | 3,390 | 468 | 16.0% | $10.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $76.17万 | 0.36% | 1,263 | 414 | 48.8% | $24.97万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $75.72万 | 0.36% | 16,372 | -1,333 | -7.5% | -$6.17万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $75.51万 | 0.36% | 8,902 | -26 | -0.3% | -$2,205 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $72.80万 | 0.34% | 14,183 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.26万 | 0.34% | 1,346 | -11 | -0.8% | -$5,824 | 减仓 |
| CSCO | CISCO SYS INC | $70.74万 | 0.33% | 5,771 | -1,379 | -19.3% | -$16.90万 | 减仓 |
| HD | HOME DEPOT INC | $67.23万 | 0.32% | 1,917 | -124 | -6.1% | -$4.35万 | 减仓 |
| KO | COCA COLA CO | $62.03万 | 0.29% | 7,141 | -774 | -9.8% | -$6.72万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $59.01万 | 0.28% | 2,338 | -2 | -0.1% | -$505 | 减仓 |
| GRMN | GARMIN LTD | $58.79万 | 0.28% | 1,877 | -66 | -3.4% | -$2.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $56.24万 | 0.27% | 2,148 | -297 | -12.1% | -$7.78万 | 减仓 |
| AMGN | AMGEN INC | $55.82万 | 0.26% | 1,338 | 629 | 88.7% | $26.24万 | 加仓 |
| WMT | WALMART INC | $55.44万 | 0.26% | 4,921 | -364 | -6.9% | -$4.10万 | 减仓 |
| — | EXXON MOBIL CORP | $53.72万 | 0.25% | 3,362 | -45 | -1.3% | -$7,191 | 减仓 |
| XBIL | RBB FD INC | $53.47万 | 0.25% | 10,678 | -227 | -2.1% | -$1.14万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $52.97万 | 0.25% | 1,338 | -125 | -8.5% | -$4.95万 | 减仓 |
| V | VISA INC | $52.46万 | 0.25% | 1,452 | -59 | -3.9% | -$2.13万 | 减仓 |
| COR | CENCORA INC | $48.42万 | 0.23% | 1,490 | -39 | -2.6% | -$1.27万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $41.55万 | 0.20% | 871 | 871 | — | $41.55万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $40.30万 | 0.19% | 20,625 | -5,519 | -21.1% | -$10.78万 | 减仓 |
| AGGY | WISDOMTREE TR | $40.11万 | 0.19% | 9,398 | -1,962 | -17.3% | -$8.37万 | 减仓 |