Spartan Wealth Advisory Services LLC
BINGHAM FARMS MI · SEC CIK 0002075193
$12.22亿2026Q2 申报市值
320持仓数
32.8%前十大占比 · 第一大 5.5%
28 / 19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
SGOV 加仓+$1,273.39万
IDEQ 新建仓+$566.22万
HFXI 新建仓+$461.80万
NVDA 加仓+$321.36万
VEEV 新建仓+$304.20万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$2.19亿
SNDK 减仓-$1.19亿
WDC 减仓-$8,107.15万
MUU 减仓-$674.75万
FIRST TR EXCHNG 清仓-$632.95万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $6,746.58万 | 5.52% | 188,784 | 5,407 | 2.9% | $193.23万 | 加仓 |
| AAPL | APPLE INC | $5,888.85万 | 4.82% | 203,513 | -2,937 | -1.4% | -$84.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,057.73万 | 4.14% | 252,773 | 16,061 | 6.8% | $321.36万 | 加仓 |
| AMZN | AMAZON COM INC | $4,705.02万 | 3.85% | 197,408 | 6,612 | 3.5% | $157.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,673.39万 | 3.01% | 98,477 | 911 | 0.9% | $33.98万 | 加仓 |
| META | META PLATFORMS INC | $3,457.73万 | 2.83% | 61,385 | 1,124 | 1.9% | $63.31万 | 加仓 |
| SGOV | ISHARES TR | $3,093.86万 | 2.53% | 307,326 | 126,491 | 69.9% | $1,273.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,915.87万 | 2.39% | 25,261 | -189,381 | -88.2% | -$2.19亿 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,396.79万 | 1.96% | 31,407 | 1,602 | 5.4% | $122.26万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $2,162.36万 | 1.77% | 429,039 | 7,549 | 1.8% | $38.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,010.31万 | 1.65% | 27,805 | 569 | 2.1% | $41.14万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,822.78万 | 1.49% | 107,298 | 5,033 | 4.9% | $85.50万 | 加仓 |
| LLY | ELI LILLY & CO | $1,822.18万 | 1.49% | 15,192 | 1,036 | 7.3% | $124.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,682.92万 | 1.38% | 51,414 | 2,609 | 5.3% | $85.40万 | 加仓 |
| AVGO | BROADCOM INC | $1,670.55万 | 1.37% | 44,224 | 1,296 | 3.0% | $48.96万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,627.71万 | 1.33% | 127,354 | 21,118 | 19.9% | $269.91万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,586.01万 | 1.30% | 637,466 | 10,765 | 1.7% | $26.78万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,514.42万 | 1.24% | 142,453 | 14,886 | 11.7% | $158.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,505.60万 | 1.23% | 44,150 | 4,337 | 10.9% | $147.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,308.98万 | 1.07% | 19,059 | -1,004 | -5.0% | -$68.96万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,307.10万 | 1.07% | 390,646 | 8,361 | 2.2% | $27.98万 | 加仓 |
| CAT | CATERPILLAR INC | $1,285.19万 | 1.05% | 12,069 | 740 | 6.5% | $78.80万 | 加仓 |
| — | EXXON MOBIL CORP | $1,269.89万 | 1.04% | 92,883 | 1,042 | 1.1% | $14.25万 | 加仓 |
| V | VISA INC | $1,131.12万 | 0.93% | 32,969 | -2,105 | -6.0% | -$72.22万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $1,122.71万 | 0.92% | 508,242 | -5,526 | -1.1% | -$12.21万 | 减仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $1,084.56万 | 0.89% | 524,830 | 15,575 | 3.1% | $32.19万 | 加仓 |
| — | NORTHERN LIGHTS FD TR | $1,044.80万 | 0.86% | 407,807 | 3,286 | 0.8% | $8.42万 | 加仓 |
| SBND | COLUMBIA ETF TR I | $1,035.63万 | 0.85% | 551,014 | 6,054 | 1.1% | $11.38万 | 加仓 |
| TSLA | TESLA INC | $1,029.42万 | 0.84% | 24,475 | 607 | 2.5% | $25.53万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $1,024.83万 | 0.84% | 211,283 | 3,695 | 1.8% | $17.92万 | 加仓 |
| TMB | THORNBURG ETF TR | $1,011.30万 | 0.83% | 398,936 | 22,593 | 6.0% | $57.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $981.92万 | 0.80% | 19,623 | 1,092 | 5.9% | $54.64万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $979.21万 | 0.80% | 49,555 | 889 | 1.8% | $17.57万 | 加仓 |
| C | CITIGROUP INC | $961.87万 | 0.79% | 68,725 | 5,282 | 8.3% | $73.93万 | 加仓 |
| ASML | ASML HLDG NV | $941.01万 | 0.77% | 4,730 | 531 | 12.6% | $105.64万 | 加仓 |
| SNDK | SANDISK CORP | $885.97万 | 0.73% | 3,897 | -52,192 | -93.1% | -$1.19亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $885.60万 | 0.72% | 15,245 | 3,228 | 26.9% | $187.52万 | 加仓 |
| GOOG | ALPHABET INC | $880.29万 | 0.72% | 24,914 | 145 | 0.6% | $5.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $851.72万 | 0.70% | 9,105 | 63 | 0.7% | $5.89万 | 加仓 |
| CSCO | CISCO SYS INC | $840.08万 | 0.69% | 71,520 | 1,289 | 1.8% | $15.14万 | 加仓 |
| HYGV | FLEXSHARES TR | $770.96万 | 0.63% | 191,495 | 4,022 | 2.1% | $16.19万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $751.69万 | 0.62% | 18,085 | -9,429 | -34.3% | -$391.91万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $739.44万 | 0.61% | 84,142 | 26,274 | 45.4% | $230.90万 | 加仓 |
| MUNI | PIMCO ETF TR | $738.50万 | 0.60% | 140,400 | 1,300 | 0.9% | $6.84万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $724.33万 | 0.59% | 180,496 | -30,805 | -14.6% | -$123.62万 | 减仓 |
| LIN | LINDE PLC | $723.42万 | 0.59% | 13,940 | 703 | 5.3% | $36.48万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $713.05万 | 0.58% | 224,866 | -9,979 | -4.2% | -$31.64万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $706.71万 | 0.58% | 37,094 | 12,305 | 49.6% | $234.43万 | 加仓 |
| — | ETF SER SOLUTIONS | $658.12万 | 0.54% | 261,316 | 29,591 | 12.8% | $74.52万 | 加仓 |
| MGC | VANGUARD WORLD FD | $636.25万 | 0.52% | 23,252 | 31 | 0.1% | $8,483 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $630.03万 | 0.52% | 24,807 | -1,617 | -6.1% | -$41.07万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $621.32万 | 0.51% | 75,175 | 992 | 1.3% | $8.20万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $583.44万 | 0.48% | 110,334 | 3,989 | 3.8% | $21.09万 | 加仓 |
| MUB | ISHARES TR | $579.66万 | 0.47% | 53,862 | 9,062 | 20.2% | $97.53万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $578.48万 | 0.47% | 108,605 | 9,375 | 9.4% | $49.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $574.33万 | 0.47% | 7,799 | 1,432 | 22.5% | $105.45万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $566.22万 | 0.46% | 161,455 | 161,455 | — | $566.22万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $550.98万 | 0.45% | 187,216 | 54,071 | 40.6% | $159.13万 | 加仓 |
| WMT | WALMART INC | $521.53万 | 0.43% | 46,047 | 2,308 | 5.3% | $26.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $513.88万 | 0.42% | 5,081 | 41 | 0.8% | $4.15万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $498.09万 | 0.41% | 261,330 | 5,924 | 2.3% | $11.29万 | 加仓 |
| ABBV | ABBVIE INC | $485.41万 | 0.40% | 19,290 | 872 | 4.7% | $21.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $482.06万 | 0.39% | 67,657 | -674 | -1.0% | -$4.80万 | 减仓 |
| PHM | PULTE GROUP INC | $478.84万 | 0.39% | 34,898 | 669 | 2.0% | $9.18万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $477.71万 | 0.39% | 229,666 | 2,400 | 1.1% | $4.99万 | 加仓 |
| KO | COCA COLA CO | $463.87万 | 0.38% | 57,078 | -1,775 | -3.0% | -$14.43万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $461.80万 | 0.38% | 121,238 | 121,238 | — | $461.80万 | 新建仓 |
| MS | MORGAN STANLEY | $458.39万 | 0.38% | 21,928 | -383 | -1.7% | -$8.01万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $446.11万 | 0.37% | 14,724 | 5,499 | 59.6% | $166.61万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $439.24万 | 0.36% | 13,119 | -104 | -0.8% | -$3.48万 | 减仓 |
| VO | VANGUARD INDEX FDS | $433.25万 | 0.35% | 53,773 | 109 | 0.2% | $8,782 | 加仓 |
| DE | DEERE & CO | $421.03万 | 0.34% | 6,637 | 337 | 5.3% | $21.38万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $416.10万 | 0.34% | 135,429 | 3,247 | 2.5% | $9.98万 | 加仓 |
| MCD | MCDONALDS CORP | $404.44万 | 0.33% | 14,962 | -4,112 | -21.6% | -$111.15万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $399.28万 | 0.33% | 7,964 | -195 | -2.4% | -$9.78万 | 减仓 |
| TJX | TJX COS INC NEW | $398.94万 | 0.33% | 26,333 | -755 | -2.8% | -$11.44万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $388.27万 | 0.32% | 3,970 | -130 | -3.2% | -$12.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $387.01万 | 0.32% | 7,535 | -636 | -7.8% | -$32.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $359.19万 | 0.29% | 11,850 | -94 | -0.8% | -$2.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $358.33万 | 0.29% | 10,594 | -951 | -8.2% | -$32.17万 | 减仓 |
| IGV | ISHARES TR | $328.08万 | 0.27% | 36,212 | 1,342 | 3.8% | $12.16万 | 加仓 |
| NOW | SERVICENOW INC | $326.75万 | 0.27% | 32,912 | 18,606 | 130.1% | $184.72万 | 加仓 |
| ORCL | ORACLE CORP | $322.86万 | 0.26% | 22,031 | -1,333 | -5.7% | -$19.53万 | 减仓 |
| DTE | DTE ENERGY CO | $319.56万 | 0.26% | 20,973 | 134 | 0.6% | $2.04万 | 加仓 |
| SO | SOUTHERN CO | $318.15万 | 0.26% | 33,241 | 1,737 | 5.5% | $16.62万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $314.82万 | 0.26% | 30,500 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $311.26万 | 0.25% | 6,444 | -2,002 | -23.7% | -$96.70万 | 减仓 |
| SYY | SYSCO CORP | $307.45万 | 0.25% | 36,785 | 1,201 | 3.4% | $10.04万 | 加仓 |
| VEEV | VEEVA SYS INC | $304.20万 | 0.25% | 17,141 | 17,141 | — | $304.20万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $302.53万 | 0.25% | 20,631 | -7,291 | -26.1% | -$106.91万 | 减仓 |
| PSA | PUBLIC STORAGE | $299.29万 | 0.24% | 9,403 | 1,457 | 18.3% | $46.38万 | 加仓 |
| FDX | FEDEX CORP | $297.88万 | 0.24% | 9,513 | -114 | -1.2% | -$3.57万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $296.97万 | 0.24% | 24,928 | -262 | -1.0% | -$3.12万 | 减仓 |
| RTX | RTX CORPORATION | $286.08万 | 0.23% | 15,078 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $285.78万 | 0.23% | 26,676 | 19,093 | 251.8% | $204.55万 | 加仓 |
| BIL | SPDR SERIES TRUST | $276.93万 | 0.23% | 30,220 | 1,272 | 4.4% | $11.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $272.18万 | 0.22% | 3,645 | 275 | 8.2% | $20.53万 | 加仓 |
| WFC | WELLS FARGO & CO | $262.36万 | 0.21% | 31,748 | -1,099 | -3.3% | -$9.08万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $260.07万 | 0.21% | 60,284 | 4,325 | 7.7% | $18.66万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $259.76万 | 0.21% | 10,704 | 409 | 4.0% | $9.93万 | 加仓 |