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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $247.30万 | 0.20% | 15,119 | -507 | -3.2% | -$8.29万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $245.49万 | 0.20% | 17,944 | 819 | 4.8% | $11.20万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $236.42万 | 0.19% | 46,741 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $232.93万 | 0.19% | 16,272 | -244 | -1.5% | -$3.49万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $230.96万 | 0.19% | 8,363 | 5,362 | 178.7% | $148.08万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $230.49万 | 0.19% | 54,438 | 2,749 | 5.3% | $11.64万 | 加仓 |
| EFA | ISHARES TR | $229.91万 | 0.19% | 22,132 | 880 | 4.1% | $9.14万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $228.42万 | 0.19% | 18,308 | 572 | 3.2% | $7.14万 | 加仓 |
| SMMD | ISHARES TR | $224.09万 | 0.18% | 24,456 | 736 | 3.1% | $6.74万 | 加仓 |
| INTC | INTEL CORP | $220.82万 | 0.18% | 15,814 | -1,540 | -8.9% | -$21.50万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $219.66万 | 0.18% | 7,172 | -677 | -8.6% | -$20.74万 | 减仓 |
| IVV | ISHARES TR | $219.17万 | 0.18% | 2,927 | 1 | 0.0% | $749 | 加仓 |
| PEP | PEPSICO INC | $215.03万 | 0.18% | 15,881 | 727 | 4.8% | $9.84万 | 加仓 |
| HON | HONEYWELL INTL INC | $214.51万 | 0.18% | 9,581 | -8,803 | -47.9% | -$197.09万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $210.04万 | 0.17% | 6,677 | -137 | -2.0% | -$4.31万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $205.89万 | 0.17% | 4,488 | -213 | -4.5% | -$9.77万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $204.00万 | 0.17% | 70,700 | 8,250 | 13.2% | $23.81万 | 加仓 |
| AZN | ASTRAZENECA PLC | $200.73万 | 0.16% | 10,586 | -332 | -3.0% | -$6.30万 | 减仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $198.78万 | 0.16% | 30,082 | -3,375 | -10.1% | -$22.30万 | 减仓 |
| RDDT | REDDIT INC | $196.48万 | 0.16% | 11,319 | -214 | -1.9% | -$3.71万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $195.90万 | 0.16% | 5,934 | -101 | -1.7% | -$3.33万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $190.42万 | 0.16% | 52,705 | 1,900 | 3.7% | $6.86万 | 加仓 |
| ETR | ENTERGY CORP NEW | $186.07万 | 0.15% | 16,200 | 46 | 0.3% | $5,284 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $184.16万 | 0.15% | 32,607 | -1,084 | -3.2% | -$6.12万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $182.36万 | 0.15% | 1,369 | -48 | -3.4% | -$6.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $180.97万 | 0.15% | 8,304 | 60 | 0.7% | $1.31万 | 加仓 |
| COP | CONOCOPHILLIPS | $179.06万 | 0.15% | 17,224 | -1,095 | -6.0% | -$11.38万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $178.95万 | 0.15% | 3,512 | -85 | -2.4% | -$4.33万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $177.35万 | 0.15% | 57,025 | 5,801 | 11.3% | $18.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $172.88万 | 0.14% | 28,963 | 525 | 1.8% | $3.13万 | 加仓 |
| GE | GE AEROSPACE | $172.40万 | 0.14% | 4,613 | 145 | 3.2% | $5.42万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $170.80万 | 0.14% | 4,295 | 36 | 0.8% | $1.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $166.96万 | 0.14% | 19,382 | -1,522 | -7.3% | -$13.11万 | 减仓 |
| PLD | PROLOGIS INC. | $164.37万 | 0.13% | 12,133 | -244 | -2.0% | -$3.31万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $162.71万 | 0.13% | 38,123 | -26,934 | -41.4% | -$114.95万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $160.58万 | 0.13% | 22,900 | 2,315 | 11.2% | $16.23万 | 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 |
| GEV | GE VERNOVA INC | $151.56万 | 0.12% | 1,290 | 27 | 2.1% | $3.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $150.35万 | 0.12% | 4,063 | 1,263 | 45.1% | $46.74万 | 加仓 |
| DTM | DT MIDSTREAM INC | $148.75万 | 0.12% | 10,137 | 72 | 0.7% | $1.06万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $146.59万 | 0.12% | 20,315 | 7,168 | 54.5% | $51.72万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $140.19万 | 0.11% | 41,427 | 13,616 | 49.0% | $46.08万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $136.55万 | 0.11% | 7,372 | 123 | 1.7% | $2.28万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $135.63万 | 0.11% | 6,135 | 6,135 | — | $135.63万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $135.48万 | 0.11% | 32,788 | 1,781 | 5.7% | $7.36万 | 加仓 |
| HACK | AMPLIFY ETF TR | $135.24万 | 0.11% | 12,888 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $131.34万 | 0.11% | 8,216 | -158 | -1.9% | -$2.53万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $129.92万 | 0.11% | 24,234 | 7,253 | 42.7% | $38.88万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $128.80万 | 0.11% | 14,440 | 80 | 0.6% | $7,136 | 加仓 |
| MAGS | LISTED FDS TR | $125.31万 | 0.10% | 19,489 | -217 | -1.1% | -$1.40万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $125.09万 | 0.10% | 14,118 | -704 | -4.7% | -$6.24万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $121.33万 | 0.10% | 5,205 | -64 | -1.2% | -$1.49万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $118.76万 | 0.10% | 42,875 | 2,996 | 7.5% | $8.30万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $118.65万 | 0.10% | 10,328 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $115.25万 | 0.09% | 23,694 | 4,633 | 24.3% | $22.53万 | 加仓 |
| IJR | ISHARES TR | $111.22万 | 0.09% | 7,499 | -345 | -4.4% | -$5.12万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $110.99万 | 0.09% | 10,325 | -358 | -3.4% | -$3.85万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $108.40万 | 0.09% | 40,387 | -7,486 | -15.6% | -$20.09万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $106.85万 | 0.09% | 7,309 | 250 | 3.5% | $3.65万 | 加仓 |
| IJH | ISHARES TR | $103.40万 | 0.08% | 13,410 | -30 | -0.2% | -$2,313 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $102.12万 | 0.08% | 16,305 | 4,584 | 39.1% | $28.71万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $100.57万 | 0.08% | 6,660 | 6,660 | — | $100.57万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $96.48万 | 0.08% | 5,413 | 1,763 | 48.3% | $31.42万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $95.47万 | 0.08% | 6,083 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $95.47万 | 0.08% | 2,707 | -151 | -5.3% | -$5.33万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $94.48万 | 0.08% | 5,955 | 1,156 | 24.1% | $18.34万 | 加仓 |
| GLD | SPDR GOLD TR | $94.12万 | 0.08% | 2,555 | 415 | 19.4% | $15.29万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $93.46万 | 0.08% | 7,969 | 3,339 | 72.1% | $39.16万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $89.42万 | 0.07% | 12,108 | 12,108 | — | $89.42万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $89.22万 | 0.07% | 8,275 | 2 | 0.0% | $216 | 加仓 |
| CVX | CHEVRON CORPORATION | $81.94万 | 0.07% | 4,943 | -118 | -2.3% | -$1.96万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $81.46万 | 0.07% | 7,466 | -1,075 | -12.6% | -$11.73万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $81.41万 | 0.07% | 16,897 | -1,476 | -8.0% | -$7.11万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $80.62万 | 0.07% | 7,061 | -596 | -7.8% | -$6.81万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $79.94万 | 0.07% | 15,052 | 5,266 | 53.8% | $27.97万 | 加仓 |
| CMI | CUMMINS INC | $78.67万 | 0.06% | 1,103 | -5 | -0.5% | -$3,566 | 减仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $78.57万 | 0.06% | 30,886 | 618 | 2.0% | $1.57万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $77.91万 | 0.06% | 8,074 | 950 | 13.3% | $9.17万 | 加仓 |
| IWF | ISHARES TR | $77.38万 | 0.06% | 6,232 | -44 | -0.7% | -$5,463 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $76.73万 | 0.06% | 4,241 | -96 | -2.2% | -$1.74万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $74.70万 | 0.06% | 21,460 | 17 | 0.1% | $592 | 加仓 |
| BDX | BECTON DICKINSON & CO | $74.60万 | 0.06% | 4,930 | -478 | -8.8% | -$7.23万 | 减仓 |
| MO | ALTRIA GROUP INC | $74.24万 | 0.06% | 10,319 | 431 | 4.4% | $3.10万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $73.90万 | 0.06% | 6,334 | 441 | 7.5% | $5.15万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $72.37万 | 0.06% | 1,133 | -126,928 | -99.1% | -$8,107.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $71.76万 | 0.06% | 8,176 | 693 | 9.3% | $6.08万 | 加仓 |
| TXN | TEXAS INSTRS INC | $71.64万 | 0.06% | 2,404 | -28 | -1.2% | -$8,345 | 减仓 |
| MSTR | STRATEGY INC | $71.60万 | 0.06% | 8,236 | 1,200 | 17.1% | $10.43万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $70.94万 | 0.06% | 40,014 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $69.33万 | 0.06% | 6,965 | 2,969 | 74.3% | $29.55万 | 加仓 |
| BX | BLACKSTONE INC | $69.28万 | 0.06% | 5,888 | -270 | -4.4% | -$3.18万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $69.18万 | 0.06% | 11,475 | -25 | -0.2% | -$1,507 | 减仓 |
| IEFA | ISHARES TR | $68.82万 | 0.06% | 7,126 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $67.86万 | 0.06% | 8,944 | -399 | -4.3% | -$3.03万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $66.24万 | 0.05% | 1,765 | -12 | -0.7% | -$4,504 | 减仓 |
| CCI | CROWN CASTLE INC | $66.09万 | 0.05% | 8,727 | -736 | -7.8% | -$5.57万 | 减仓 |
| FLEX | FLEX LTD | $64.83万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $64.61万 | 0.05% | 6,899 | 428 | 6.6% | $4.01万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $64.60万 | 0.05% | 12,680 | 100 | 0.8% | $5,095 | 加仓 |