Farnam Financial LLC
PHOENIX AZ · SEC CIK 0002080267
$1.22亿2026Q1 申报市值
49持仓数
59.0%前十大占比 · 第一大 9.6%
3 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$54.27万
BSCQ 加仓+$52.43万
BSCT 加仓+$38.72万
IBDS 新建仓+$34.88万
IBDT 新建仓+$31.49万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$323.20万
AAPL 减仓-$215.32万
AMZN 减仓-$178.45万
SCHX 减仓-$134.99万
VTI 减仓-$72.99万
2026Q1 持仓明细 点表头排序
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 | $1,162.63万 | 9.57% | 36,240 | -2,275 | -5.9% | -$72.99万 | 减仓 |
| SGOV | ISHARES TR | $1,063.17万 | 8.75% | 105,620 | -32,108 | -23.3% | -$323.20万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $935.58万 | 7.70% | 364,892 | -52,647 | -12.6% | -$134.99万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $861.09万 | 7.09% | 134,378 | 8,469 | 6.7% | $54.27万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $566.15万 | 4.66% | 289,886 | 26,844 | 10.2% | $52.43万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $561.60万 | 4.62% | 286,165 | 6,347 | 2.3% | $12.46万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $530.73万 | 4.37% | 259,867 | 3,544 | 1.4% | $7.24万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $514.56万 | 4.23% | 275,748 | 20,749 | 8.1% | $38.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $491.07万 | 4.04% | 8,218 | 447 | 5.8% | $26.71万 | 加仓 |
| AAPL | APPLE INC | $484.82万 | 3.99% | 19,103 | -8,484 | -30.8% | -$215.32万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $470.70万 | 3.87% | 187,528 | -4,302 | -2.2% | -$10.80万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $382.74万 | 3.15% | 228,922 | 14,550 | 6.8% | $24.33万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $373.47万 | 3.07% | 49,730 | 1,441 | 3.0% | $10.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $321.00万 | 2.64% | 12,256 | 56 | 0.5% | $1.47万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $307.24万 | 2.53% | 186,660 | 7,385 | 4.1% | $12.16万 | 加仓 |
| INTC | INTEL CORP | $288.73万 | 2.38% | 65,427 | -4,600 | -6.6% | -$20.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $284.69万 | 2.34% | 5,941 | -41 | -0.7% | -$1.96万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $258.17万 | 2.12% | 125,400 | 9,519 | 8.2% | $19.60万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $228.41万 | 1.88% | 11,901 | 2 | 0.0% | $384 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $196.66万 | 1.62% | 92,984 | 11,466 | 14.1% | $24.25万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $175.35万 | 1.44% | 15,619 | -1,102 | -6.6% | -$12.37万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $139.21万 | 1.15% | 58,923 | 2,660 | 4.7% | $6.28万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $130.06万 | 1.07% | 62,834 | 6,730 | 12.0% | $13.93万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $116.95万 | 0.96% | 49,440 | 2,100 | 4.4% | $4.97万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $110.13万 | 0.91% | 47,430 | -13,705 | -22.4% | -$31.82万 | 减仓 |
| IJR | ISHARES TR | $106.81万 | 0.88% | 8,592 | -1,115 | -11.5% | -$13.86万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $105.88万 | 0.87% | 13,731 | 262 | 1.9% | $2.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $90.30万 | 0.74% | 3,144 | -242 | -7.1% | -$6.95万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $81.79万 | 0.67% | 28,127 | 2,483 | 9.7% | $7.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $76.55万 | 0.63% | 2,068 | -201 | -8.9% | -$7.44万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $64.07万 | 0.53% | 8,932 | 310 | 3.6% | $2.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $62.74万 | 0.52% | 3,598 | -1,000 | -21.7% | -$17.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $54.56万 | 0.45% | 839 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $54.45万 | 0.45% | 3,823 | 833 | 27.9% | $11.86万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $49.23万 | 0.41% | 3,377 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $40.87万 | 0.34% | 15,810 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.53万 | 0.33% | 1,898 | -8,568 | -81.9% | -$178.45万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.08万 | 0.31% | 9,800 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $34.88万 | 0.29% | 14,390 | 14,390 | — | $34.88万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $34.53万 | 0.28% | 1,760 | 300 | 20.5% | $5.89万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $33.24万 | 0.27% | 13,430 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $32.00万 | 0.26% | 1,148 | -1,190 | -50.9% | -$33.17万 | 减仓 |
| IBDT | ISHARES TR | $31.49万 | 0.26% | 12,431 | 12,431 | — | $31.49万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.93万 | 0.25% | 671 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $29.71万 | 0.24% | 1,549 | -497 | -24.3% | -$9.53万 | 减仓 |
| IEFA | ISHARES TR | $28.20万 | 0.23% | 3,115 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.14万 | 0.23% | 5,207 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.48万 | 0.21% | 390 | 36 | 10.2% | $2.35万 | 加仓 |
| IBDW | ISHARES TR | $24.41万 | 0.20% | 11,665 | 11,665 | — | $24.41万 | 新建仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -992 | -100.0% | -$31.06万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,975 | -100.0% | -$30.15万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -310 | -100.0% | -$26.73万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -700 | -100.0% | -$25.21万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -5,561 | -100.0% | -$20.79万 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |