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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $150.35万 | 0.12% | 4,063 | 1,263 | 45.1% | $46.74万 | 加仓 |
| GEV | GE VERNOVA INC | $151.56万 | 0.12% | 1,290 | 27 | 2.1% | $3.17万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $153.21万 | 0.13% | 31,597 | -2,160 | -6.4% | -$10.47万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $160.58万 | 0.13% | 22,900 | 2,315 | 11.2% | $16.23万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $162.71万 | 0.13% | 38,123 | -26,934 | -41.4% | -$114.95万 | 减仓 |
| PLD | PROLOGIS INC. | $164.37万 | 0.13% | 12,133 | -244 | -2.0% | -$3.31万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $166.96万 | 0.14% | 19,382 | -1,522 | -7.3% | -$13.11万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $170.80万 | 0.14% | 4,295 | 36 | 0.8% | $1.43万 | 加仓 |
| GE | GE AEROSPACE | $172.40万 | 0.14% | 4,613 | 145 | 3.2% | $5.42万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $172.88万 | 0.14% | 28,963 | 525 | 1.8% | $3.13万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $177.35万 | 0.15% | 57,025 | 5,801 | 11.3% | $18.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $178.95万 | 0.15% | 3,512 | -85 | -2.4% | -$4.33万 | 减仓 |
| COP | CONOCOPHILLIPS | $179.06万 | 0.15% | 17,224 | -1,095 | -6.0% | -$11.38万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $180.97万 | 0.15% | 8,304 | 60 | 0.7% | $1.31万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $182.36万 | 0.15% | 1,369 | -48 | -3.4% | -$6.39万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $184.16万 | 0.15% | 32,607 | -1,084 | -3.2% | -$6.12万 | 减仓 |
| ETR | ENTERGY CORP NEW | $186.07万 | 0.15% | 16,200 | 46 | 0.3% | $5,284 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $190.42万 | 0.16% | 52,705 | 1,900 | 3.7% | $6.86万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $195.90万 | 0.16% | 5,934 | -101 | -1.7% | -$3.33万 | 减仓 |
| RDDT | REDDIT INC | $196.48万 | 0.16% | 11,319 | -214 | -1.9% | -$3.71万 | 减仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $198.78万 | 0.16% | 30,082 | -3,375 | -10.1% | -$22.30万 | 减仓 |
| AZN | ASTRAZENECA PLC | $200.73万 | 0.16% | 10,586 | -332 | -3.0% | -$6.30万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $204.00万 | 0.17% | 70,700 | 8,250 | 13.2% | $23.81万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $205.89万 | 0.17% | 4,488 | -213 | -4.5% | -$9.77万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $210.04万 | 0.17% | 6,677 | -137 | -2.0% | -$4.31万 | 减仓 |
| HON | HONEYWELL INTL INC | $214.51万 | 0.18% | 9,581 | -8,803 | -47.9% | -$197.09万 | 减仓 |
| PEP | PEPSICO INC | $215.03万 | 0.18% | 15,881 | 727 | 4.8% | $9.84万 | 加仓 |
| IVV | ISHARES TR | $219.17万 | 0.18% | 2,927 | 1 | 0.0% | $749 | 加仓 |
| VOT | VANGUARD INDEX FDS | $219.66万 | 0.18% | 7,172 | -677 | -8.6% | -$20.74万 | 减仓 |
| INTC | INTEL CORP | $220.82万 | 0.18% | 15,814 | -1,540 | -8.9% | -$21.50万 | 减仓 |
| SMMD | ISHARES TR | $224.09万 | 0.18% | 24,456 | 736 | 3.1% | $6.74万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $228.42万 | 0.19% | 18,308 | 572 | 3.2% | $7.14万 | 加仓 |
| EFA | ISHARES TR | $229.91万 | 0.19% | 22,132 | 880 | 4.1% | $9.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $230.49万 | 0.19% | 54,438 | 2,749 | 5.3% | $11.64万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $230.96万 | 0.19% | 8,363 | 5,362 | 178.7% | $148.08万 | 加仓 |
| EMR | EMERSON ELEC CO | $232.93万 | 0.19% | 16,272 | -244 | -1.5% | -$3.49万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $236.42万 | 0.19% | 46,741 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $245.49万 | 0.20% | 17,944 | 819 | 4.8% | $11.20万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $247.30万 | 0.20% | 15,119 | -507 | -3.2% | -$8.29万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $259.76万 | 0.21% | 10,704 | 409 | 4.0% | $9.93万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $260.07万 | 0.21% | 60,284 | 4,325 | 7.7% | $18.66万 | 加仓 |
| WFC | WELLS FARGO & CO | $262.36万 | 0.21% | 31,748 | -1,099 | -3.3% | -$9.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $272.18万 | 0.22% | 3,645 | 275 | 8.2% | $20.53万 | 加仓 |
| BIL | SPDR SERIES TRUST | $276.93万 | 0.23% | 30,220 | 1,272 | 4.4% | $11.66万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $285.78万 | 0.23% | 26,676 | 19,093 | 251.8% | $204.55万 | 加仓 |
| RTX | RTX CORPORATION | $286.08万 | 0.23% | 15,078 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $296.97万 | 0.24% | 24,928 | -262 | -1.0% | -$3.12万 | 减仓 |
| FDX | FEDEX CORP | $297.88万 | 0.24% | 9,513 | -114 | -1.2% | -$3.57万 | 减仓 |
| PSA | PUBLIC STORAGE | $299.29万 | 0.24% | 9,403 | 1,457 | 18.3% | $46.38万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $302.53万 | 0.25% | 20,631 | -7,291 | -26.1% | -$106.91万 | 减仓 |
| VEEV | VEEVA SYS INC | $304.20万 | 0.25% | 17,141 | 17,141 | — | $304.20万 | 新建仓 |
| SYY | SYSCO CORP | $307.45万 | 0.25% | 36,785 | 1,201 | 3.4% | $10.04万 | 加仓 |
| ALAB | ASTERA LABS INC | $311.26万 | 0.25% | 6,444 | -2,002 | -23.7% | -$96.70万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $314.82万 | 0.26% | 30,500 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $318.15万 | 0.26% | 33,241 | 1,737 | 5.5% | $16.62万 | 加仓 |
| DTE | DTE ENERGY CO | $319.56万 | 0.26% | 20,973 | 134 | 0.6% | $2.04万 | 加仓 |
| ORCL | ORACLE CORP | $322.86万 | 0.26% | 22,031 | -1,333 | -5.7% | -$19.53万 | 减仓 |
| NOW | SERVICENOW INC | $326.75万 | 0.27% | 32,912 | 18,606 | 130.1% | $184.72万 | 加仓 |
| IGV | ISHARES TR | $328.08万 | 0.27% | 36,212 | 1,342 | 3.8% | $12.16万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $358.33万 | 0.29% | 10,594 | -951 | -8.2% | -$32.17万 | 减仓 |
| VB | VANGUARD INDEX FDS | $359.19万 | 0.29% | 11,850 | -94 | -0.8% | -$2.85万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $387.01万 | 0.32% | 7,535 | -636 | -7.8% | -$32.67万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $388.27万 | 0.32% | 3,970 | -130 | -3.2% | -$12.71万 | 减仓 |
| TJX | TJX COS INC NEW | $398.94万 | 0.33% | 26,333 | -755 | -2.8% | -$11.44万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $399.28万 | 0.33% | 7,964 | -195 | -2.4% | -$9.78万 | 减仓 |
| MCD | MCDONALDS CORP | $404.44万 | 0.33% | 14,962 | -4,112 | -21.6% | -$111.15万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $416.10万 | 0.34% | 135,429 | 3,247 | 2.5% | $9.98万 | 加仓 |
| DE | DEERE & CO | $421.03万 | 0.34% | 6,637 | 337 | 5.3% | $21.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $433.25万 | 0.35% | 53,773 | 109 | 0.2% | $8,782 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $439.24万 | 0.36% | 13,119 | -104 | -0.8% | -$3.48万 | 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 |
| MS | MORGAN STANLEY | $458.39万 | 0.38% | 21,928 | -383 | -1.7% | -$8.01万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $461.80万 | 0.38% | 121,238 | 121,238 | — | $461.80万 | 新建仓 |
| KO | COCA COLA CO | $463.87万 | 0.38% | 57,078 | -1,775 | -3.0% | -$14.43万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $477.71万 | 0.39% | 229,666 | 2,400 | 1.1% | $4.99万 | 加仓 |
| PHM | PULTE GROUP INC | $478.84万 | 0.39% | 34,898 | 669 | 2.0% | $9.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $482.06万 | 0.39% | 67,657 | -674 | -1.0% | -$4.80万 | 减仓 |
| ABBV | ABBVIE INC | $485.41万 | 0.40% | 19,290 | 872 | 4.7% | $21.94万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $498.09万 | 0.41% | 261,330 | 5,924 | 2.3% | $11.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $513.88万 | 0.42% | 5,081 | 41 | 0.8% | $4.15万 | 加仓 |
| WMT | WALMART INC | $521.53万 | 0.43% | 46,047 | 2,308 | 5.3% | $26.14万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $550.98万 | 0.45% | 187,216 | 54,071 | 40.6% | $159.13万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $566.22万 | 0.46% | 161,455 | 161,455 | — | $566.22万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $574.33万 | 0.47% | 7,799 | 1,432 | 22.5% | $105.45万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $578.48万 | 0.47% | 108,605 | 9,375 | 9.4% | $49.94万 | 加仓 |
| MUB | ISHARES TR | $579.66万 | 0.47% | 53,862 | 9,062 | 20.2% | $97.53万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $583.44万 | 0.48% | 110,334 | 3,989 | 3.8% | $21.09万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $621.32万 | 0.51% | 75,175 | 992 | 1.3% | $8.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $630.03万 | 0.52% | 24,807 | -1,617 | -6.1% | -$41.07万 | 减仓 |
| MGC | VANGUARD WORLD FD | $636.25万 | 0.52% | 23,252 | 31 | 0.1% | $8,483 | 加仓 |
| — | ETF SER SOLUTIONS | $658.12万 | 0.54% | 261,316 | 29,591 | 12.8% | $74.52万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $706.71万 | 0.58% | 37,094 | 12,305 | 49.6% | $234.43万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $713.05万 | 0.58% | 224,866 | -9,979 | -4.2% | -$31.64万 | 减仓 |
| LIN | LINDE PLC | $723.42万 | 0.59% | 13,940 | 703 | 5.3% | $36.48万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $724.33万 | 0.59% | 180,496 | -30,805 | -14.6% | -$123.62万 | 减仓 |
| MUNI | PIMCO ETF TR | $738.50万 | 0.60% | 140,400 | 1,300 | 0.9% | $6.84万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $739.44万 | 0.61% | 84,142 | 26,274 | 45.4% | $230.90万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $751.69万 | 0.62% | 18,085 | -9,429 | -34.3% | -$391.91万 | 减仓 |
| HYGV | FLEXSHARES TR | $770.96万 | 0.63% | 191,495 | 4,022 | 2.1% | $16.19万 | 加仓 |
| CSCO | CISCO SYS INC | $840.08万 | 0.69% | 71,520 | 1,289 | 1.8% | $15.14万 | 加仓 |