Strive Financial Group ,LLC
CARMEL IN · SEC CIK 0002090040
$2.30亿2026Q2 申报市值
853持仓数
43.9%前十大占比 · 第一大 7.6%
125 / 92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
ZACKS FOCUS GROW 加仓+$836.84万
ZECP 加仓+$823.86万
IEFA 加仓+$741.62万
SMIZ 加仓+$716.18万
VOO 加仓+$507.83万
2026Q2 卖出最多 按季末市值估算
GOOG 减仓-$273.94万
MNST 减仓-$240.33万
CASY 减仓-$225.80万
GL 减仓-$175.37万
AMGN 减仓-$161.72万
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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $75.39万 | 0.33% | 9,122 | -2,394 | -20.8% | -$19.79万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NE | $76.09万 | 0.33% | 7,916 | -25,003 | -76.0% | -$240.33万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $79.85万 | 0.35% | 15,641 | 15,641 | — | $79.85万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $82.24万 | 0.36% | 1,722 | -5 | -0.3% | -$2,388 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $90.32万 | 0.39% | 2,871 | 13 | 0.5% | $4,090 | 加仓 |
| QQQ | INVESCO QQQ TR | $92.65万 | 0.40% | 1,258 | 695 | 123.4% | $51.19万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $104.51万 | 0.45% | 19,941 | -3,549 | -15.1% | -$18.60万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $104.56万 | 0.45% | 1,400 | 181 | 14.8% | $13.52万 | 加仓 |
| TSLA | TESLA INC | $108.72万 | 0.47% | 2,585 | 1,408 | 119.6% | $59.22万 | 加仓 |
| — | AMERICAN CUSTOMER SATISFACTION ETF | $110.85万 | 0.48% | 14,971 | 14,971 | — | $110.85万 | 新建仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $117.52万 | 0.51% | 74,003 | 5,306 | 7.7% | $8.43万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $117.68万 | 0.51% | 3,218 | 1,745 | 118.5% | $63.81万 | 加仓 |
| ORCL | ORACLE CORP | $121.84万 | 0.53% | 8,314 | -4,314 | -34.2% | -$63.22万 | 减仓 |
| AVGO | BROADCOM INC | $123.06万 | 0.53% | 3,258 | 2,053 | 170.4% | $77.55万 | 加仓 |
| WMT | WALMART INC | $125.25万 | 0.54% | 11,058 | -10,149 | -47.9% | -$114.95万 | 减仓 |
| MBB | ISHARES MBS ETF | $133.40万 | 0.58% | 14,113 | 2,292 | 19.4% | $21.66万 | 加仓 |
| LRCX | LAM RESH CORP | $134.90万 | 0.59% | 3,113 | 1,631 | 110.1% | $70.68万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $136.74万 | 0.59% | 13,583 | -2,315 | -14.6% | -$23.30万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $152.03万 | 0.66% | 26,123 | 6,668 | 34.3% | $38.81万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES I | $198.32万 | 0.86% | 3,414 | -14 | -0.4% | -$8,133 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $200.42万 | 0.87% | 2,676 | 626 | 30.5% | $46.88万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600REV ETF | $203.54万 | 0.88% | 34,209 | -4,253 | -11.1% | -$25.31万 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $225.95万 | 0.98% | 71,254 | 51,610 | 262.7% | $163.66万 | 加仓 |
| CAIE | CALAMOS US EQ AUTOCALLABLE INCOME ETF | $240.60万 | 1.05% | 88,422 | -7,563 | -7.9% | -$20.58万 | 减仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $248.20万 | 1.08% | 28,814 | 14,228 | 97.5% | $122.56万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $272.60万 | 1.18% | 75,180 | 60,291 | 404.9% | $218.61万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $286.52万 | 1.24% | 13,147 | 886 | 7.2% | $19.31万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $299.63万 | 1.30% | 36,170 | 9,856 | 37.5% | $81.65万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $321.00万 | 1.39% | 21,644 | -911 | -4.0% | -$13.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $361.70万 | 1.57% | 9,697 | -2,948 | -23.3% | -$109.96万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $391.22万 | 1.70% | 31,507 | 22,835 | 263.3% | $283.54万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $400.86万 | 1.74% | 40,500 | 6,684 | 19.8% | $66.16万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $405.32万 | 1.76% | 7,196 | -588 | -7.6% | -$33.12万 | 减仓 |
| AMZN | AMAZON.COM INC | $485.96万 | 2.11% | 20,389 | -885 | -4.2% | -$21.09万 | 减仓 |
| AAPL | APPLE INC | $488.76万 | 2.12% | 16,891 | -4,498 | -21.0% | -$130.15万 | 减仓 |
| LLY | ELI LILLY AND CO | $537.01万 | 2.33% | 4,477 | 2,762 | 161.0% | $331.30万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $537.26万 | 2.33% | 15,034 | 843 | 5.9% | $30.13万 | 加仓 |
| NVDA | NVIDIA CORP | $637.86万 | 2.77% | 31,879 | -1,894 | -5.6% | -$37.90万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $908.18万 | 3.95% | 112,719 | 10,079 | 9.8% | $81.21万 | 加仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $918.28万 | 3.99% | 205,799 | 160,506 | 354.4% | $716.18万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $1,043.39万 | 4.53% | 29,530 | -7,753 | -20.8% | -$273.94万 | 减仓 |
| — | ZACKS FOCUS GROWTH ETF | $1,096.48万 | 4.76% | 345,021 | 263,324 | 322.3% | $836.84万 | 加仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $1,131.09万 | 4.91% | 299,705 | 218,299 | 268.2% | $823.86万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,559.23万 | 6.78% | 161,444 | 76,788 | 90.7% | $741.62万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,740.72万 | 7.56% | 25,345 | 7,394 | 41.2% | $507.83万 | 加仓 |