Farnam Financial LLC
PHOENIX AZ · SEC CIK 0002080267
$1.37亿2026Q2 申报市值
53持仓数
56.4%前十大占比 · 第一大 8.2%
7 / 5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
VEA 加仓+$163.85万
VNQ 新建仓+$137.85万
BSJR 新建仓+$76.54万
BSJS 新建仓+$75.51万
BSJQ 重新持有+$54.46万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$237.01万
INTC 减仓-$195.50万
SCHX 减仓-$175.41万
SGOV 减仓-$62.59万
TSLA 重新持有-$54.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,121.29万 | 8.18% | 157,375 | 22,997 | 17.1% | $163.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,104.02万 | 8.05% | 29,835 | -6,405 | -17.7% | -$237.01万 | 减仓 |
| SGOV | ISHARES TR | $1,000.69万 | 7.30% | 99,403 | -6,217 | -5.9% | -$62.59万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $898.46万 | 6.55% | 305,288 | -59,604 | -16.3% | -$175.41万 | 减仓 |
| INTC | INTEL CORP | $718.06万 | 5.24% | 51,426 | -14,001 | -21.4% | -$195.50万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $608.34万 | 4.44% | 310,140 | 23,975 | 8.4% | $47.03万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $590.24万 | 4.30% | 302,300 | 12,414 | 4.3% | $24.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $572.32万 | 4.17% | 8,333 | 115 | 1.4% | $7.90万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $570.02万 | 4.16% | 279,904 | 20,037 | 7.7% | $40.81万 | 加仓 |
| AAPL | APPLE INC | $550.14万 | 4.01% | 19,012 | -91 | -0.5% | -$2.63万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $549.68万 | 4.01% | 295,926 | 20,178 | 7.3% | $37.48万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $498.58万 | 3.64% | 172,163 | -15,365 | -8.2% | -$44.50万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $430.72万 | 3.14% | 51,429 | 1,699 | 3.4% | $14.23万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $425.11万 | 3.10% | 255,400 | 26,478 | 11.6% | $44.07万 | 加仓 |
| VB | VANGUARD INDEX FDS | $397.62万 | 2.90% | 13,118 | 862 | 7.0% | $26.13万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $317.98万 | 2.32% | 194,069 | 7,409 | 4.0% | $12.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $290.61万 | 2.12% | 5,808 | -133 | -2.2% | -$6.65万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $264.94万 | 1.93% | 129,178 | 3,778 | 3.0% | $7.75万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $262.88万 | 1.92% | 12,355 | 454 | 3.8% | $9.66万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $196.67万 | 1.43% | 93,406 | 422 | 0.5% | $8,885 | 加仓 |
| ESGV | VANGUARD WORLD FD | $189.21万 | 1.38% | 14,308 | -1,311 | -8.4% | -$17.34万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $154.76万 | 1.13% | 65,728 | 6,805 | 11.5% | $16.02万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $148.25万 | 1.08% | 62,710 | 13,270 | 26.8% | $31.37万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $137.85万 | 1.01% | 14,295 | 14,295 | — | $137.85万 | 新建仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $129.50万 | 0.94% | 62,665 | -169 | -0.3% | -$3,492 | 减仓 |
| VXUS | VANGUARD STAR FDS | $115.48万 | 0.84% | 13,508 | -223 | -1.6% | -$1.91万 | 减仓 |
| IJR | ISHARES TR | $104.33万 | 0.76% | 7,035 | -1,557 | -18.1% | -$23.09万 | 减仓 |
| VO | VANGUARD INDEX FDS | $98.65万 | 0.72% | 12,244 | -332 | -2.6% | -$2.67万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $93.95万 | 0.69% | 40,619 | -6,811 | -14.4% | -$15.75万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $93.58万 | 0.68% | 25,900 | -2,227 | -7.9% | -$8.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $76.83万 | 0.56% | 2,060 | -8 | -0.4% | -$2,984 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $76.54万 | 0.56% | 34,252 | 34,252 | — | $76.54万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $75.51万 | 0.55% | 34,724 | 34,724 | — | $75.51万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $74.62万 | 0.54% | 9,062 | 130 | 1.5% | $1.07万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $74.16万 | 0.54% | 32,308 | 23,726 | 276.5% | $54.46万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $72.00万 | 0.52% | 3,598 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $62.80万 | 0.46% | 3,823 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.65万 | 0.46% | 839 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $53.26万 | 0.39% | 3,452 | 75 | 2.2% | $1.16万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $48.02万 | 0.35% | 22,724 | 22,724 | — | $48.02万 | 新建仓 |
| AMZN | AMAZON COM INC | $44.28万 | 0.32% | 1,858 | -40 | -2.1% | -$9,534 | 减仓 |
| IBDY | ISHARES TR | $40.70万 | 0.30% | 15,810 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $37.20万 | 0.27% | 13,430 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $36.02万 | 0.26% | 9,800 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $35.55万 | 0.26% | 1,620 | 71 | 4.6% | $1.56万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $32.72万 | 0.24% | 13,960 | 13,960 | — | $32.72万 | 新建仓 |
| IBDT | ISHARES TR | $31.64万 | 0.23% | 12,532 | 101 | 0.8% | $2,550 | 加仓 |
| TSLA | TESLA INC | $27.76万 | 0.20% | 660 | -1,302 | -66.4% | -$54.76万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $26.68万 | 0.19% | 671 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $24.31万 | 0.18% | 11,665 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $22.70万 | 0.17% | 773 | -375 | -32.7% | -$11.01万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $22.27万 | 0.16% | 514 | 514 | — | $22.27万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $21.91万 | 0.16% | 9,515 | 9,515 | — | $21.91万 | 新建仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -14,390 | -100.0% | -$34.88万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,760 | -100.0% | -$34.53万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -3,115 | -100.0% | -$28.20万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -5,207 | -100.0% | -$28.14万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -390 | -100.0% | -$25.48万 | 清仓 |