Strive Financial Group ,LLC
CARMEL IN · SEC CIK 0002090040
$1.89亿2026Q1 申报市值
755持仓数
34.7%前十大占比 · 第一大 5.7%
154 / 63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
AGG 新建仓+$335.70万
SGOV 新建仓+$160.00万
VOO 加仓+$158.71万
IEFA 加仓+$131.47万
CHKP 新建仓+$129.70万
2026Q1 卖出最多 按季末市值估算
PAYX 减仓-$129.86万
AMAT 减仓-$43.10万
XLP 减仓-$41.13万
C 减仓-$37.45万
CVX 减仓-$34.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $3.10万 | 0.02% | 447 | -103 | -18.7% | -$7,143 | 减仓 |
| VST | VISTRA CORP | $3.10万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.10万 | 0.02% | 216 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS | $3.10万 | 0.02% | 370 | 0 | 0.0% | — | 不变 |
| CHRW | CALL C H ROBINSON WORLDW$135 EXP 08/21/26 看涨期权 | $3.10万 | 0.02% | 8 | 8 | — | $3.10万 | 新建仓 |
| VZ | CALL VERIZON COMMUNICATI$41 EXP 05/15/26 看涨期权 | $3.10万 | 0.02% | 48 | 48 | — | $3.10万 | 新建仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $3.20万 | 0.02% | 426 | -366 | -46.2% | -$2.75万 | 减仓 |
| GLW | CORNING INC | $3.20万 | 0.02% | 234 | -479 | -67.2% | -$6.55万 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES | $3.20万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $3.20万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U.S. UTILITIES ETF | $3.20万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $3.20万 | 0.02% | 580 | 25 | 4.5% | $1,379 | 加仓 |
| LMND | LEMONADE INC | $3.30万 | 0.02% | 532 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $3.30万 | 0.02% | 173 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $3.30万 | 0.02% | 5 | 1 | 25.0% | $6,600 | 加仓 |
| NI | NISOURCE INC | $3.30万 | 0.02% | 704 | 86 | 13.9% | $4,031 | 加仓 |
| IYC | ISHARES US CONSUMER DISCRETIONARY ETF | $3.40万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CLASS A | $3.40万 | 0.02% | 573 | 39 | 7.3% | $2,314 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $3.40万 | 0.02% | 1,135 | -27 | -2.3% | -$809 | 减仓 |
| MWA | MUELLER WATER PRODUC CLASS SERIES A | $3.40万 | 0.02% | 1,221 | 128 | 11.7% | $3,564 | 加仓 |
| DE | DEERE & CO | $3.50万 | 0.02% | 63 | -15 | -19.2% | -$8,333 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $3.60万 | 0.02% | 232 | -5 | -2.1% | -$776 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $3.60万 | 0.02% | 845 | -84 | -9.0% | -$3,579 | 减仓 |
| STLD | STEEL DYNAMICS INC | $3.60万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC | $3.60万 | 0.02% | 1,413 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $3.70万 | 0.02% | 809 | 62 | 8.3% | $2,836 | 加仓 |
| CALX | CALIX INC | $3.70万 | 0.02% | 757 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTORMID CAP ETF | $3.70万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $3.70万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| DOW | CALL DOW INC $42.5 EXP 05/15/26 看涨期权 | $3.70万 | 0.02% | 35 | 35 | — | $3.70万 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $3.80万 | 0.02% | 251 | -42 | -14.3% | -$6,359 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3.80万 | 0.02% | 416 | 294 | 241.0% | $2.69万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $3.90万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $4.00万 | 0.02% | 86 | 16 | 22.9% | $7,442 | 加仓 |
| USVM | VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF | $4.00万 | 0.02% | 424 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | $4.00万 | 0.02% | 860 | 621 | 259.8% | $2.89万 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $4.10万 | 0.02% | 378 | 0 | 0.0% | — | 不变 |
| LLY | CALL ELI LILLY AND CO $800 EXP 05/15/26 看涨期权 | $4.10万 | 0.02% | 4 | 4 | — | $4.10万 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $4.30万 | 0.02% | 444 | -17 | -3.7% | -$1,646 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $4.30万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $4.30万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $4.30万 | 0.02% | 152 | 149 | 4,966.7% | $4.22万 | 加仓 |
| URI | UNITED RENTALS INC | $4.40万 | 0.02% | 60 | -7 | -10.4% | -$5,133 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES | $4.40万 | 0.02% | 3,180 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECHETF | $4.40万 | 0.02% | 953 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $4.40万 | 0.02% | 318 | 39 | 14.0% | $5,396 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $4.40万 | 0.02% | 1,315 | 982 | 294.9% | $3.29万 | 加仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $4.50万 | 0.02% | 254 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $4.50万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $4.50万 | 0.02% | 5,450 | 5,450 | — | $4.50万 | 新建仓 |
| PHM | PULTEGROUP INC | $4.70万 | 0.02% | 399 | 41 | 11.5% | $4,830 | 加仓 |
| C | CITIGROUP INC | $4.80万 | 0.03% | 423 | -3,300 | -88.6% | -$37.45万 | 减仓 |
| CVS | CVS HEALTH CORP | $4.80万 | 0.03% | 667 | -1,818 | -73.2% | -$13.08万 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $4.80万 | 0.03% | 937 | -58 | -5.8% | -$2,971 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $4.80万 | 0.03% | 484 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $4.90万 | 0.03% | 307 | -117 | -27.6% | -$1.87万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $4.90万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $5.00万 | 0.03% | 302 | -161 | -34.8% | -$2.67万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $5.20万 | 0.03% | 527 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CLASS CLASS A | $5.20万 | 0.03% | 253 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $5.20万 | 0.03% | 1,031 | 1,031 | — | $5.20万 | 新建仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $5.20万 | 0.03% | 1,019 | 1,019 | — | $5.20万 | 新建仓 |
| SO | SOUTHERN CO | $5.30万 | 0.03% | 551 | 4 | 0.7% | $385 | 加仓 |
| HOOD | ROBINHOOD MKTS INC CLASS CLASS A | $5.40万 | 0.03% | 779 | 92 | 13.4% | $6,377 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $5.40万 | 0.03% | 199 | 2 | 1.0% | $543 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $5.40万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.40万 | 0.03% | 1,213 | 34 | 2.9% | $1,514 | 加仓 |
| CAT | CATERPILLAR INC | $5.50万 | 0.03% | 78 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $5.50万 | 0.03% | 1,088 | 1,088 | — | $5.50万 | 新建仓 |
| — | SIMPLIFY VOLATILITY PREMIUM ETF | $5.60万 | 0.03% | 3,622 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $5.60万 | 0.03% | 1,596 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $5.70万 | 0.03% | 875 | -3,300 | -79.0% | -$21.50万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $5.70万 | 0.03% | 337 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $5.70万 | 0.03% | 254 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROU F | $5.70万 | 0.03% | 206 | 206 | — | $5.70万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $5.80万 | 0.03% | 130 | 17 | 15.0% | $7,585 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $5.90万 | 0.03% | 1,419 | 1,419 | — | $5.90万 | 新建仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $6.00万 | 0.03% | 1,248 | 1,248 | — | $6.00万 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $6.10万 | 0.03% | 834 | 834 | — | $6.10万 | 新建仓 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $6.30万 | 0.03% | 1,281 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $6.30万 | 0.03% | 878 | 219 | 33.2% | $1.57万 | 加仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $6.30万 | 0.03% | 1,332 | 1,257 | 1,676.0% | $5.95万 | 加仓 |
| ROKU | ROKU INC CLASS A | $6.50万 | 0.03% | 683 | 47 | 7.4% | $4,473 | 加仓 |
| FN | FABRINET F | $6.50万 | 0.03% | 124 | 124 | — | $6.50万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $6.60万 | 0.04% | 155 | 2 | 1.3% | $852 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $6.60万 | 0.04% | 514 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $6.60万 | 0.04% | 473 | 65 | 15.9% | $9,070 | 加仓 |
| JCI | JOHNSON CONTROLS INT F | $6.60万 | 0.04% | 501 | 501 | — | $6.60万 | 新建仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $6.70万 | 0.04% | 2,150 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $6.70万 | 0.04% | 238 | 0 | 0.0% | — | 不变 |
| NVDA | CALL NVIDIA CORP $180 EXP 04/17/26 看涨期权 | $6.70万 | 0.04% | 31 | 31 | — | $6.70万 | 新建仓 |
| IOO | ISHARES GLOBAL 100 ETF | $6.80万 | 0.04% | 559 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETSEQUITY ETF | $6.90万 | 0.04% | 860 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $6.90万 | 0.04% | 475 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS IN | $7.10万 | 0.04% | 121 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $7.10万 | 0.04% | 1,057 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $7.10万 | 0.04% | 147 | 147 | — | $7.10万 | 新建仓 |
| TSM | CALL TAIWAN SEMICONDUCTO$270 EXP 07/17/26 看涨期权 | $7.20万 | 0.04% | 9 | 9 | — | $7.20万 | 新建仓 |
| RTX | RTX CORP | $7.30万 | 0.04% | 380 | 15 | 4.1% | $2,882 | 加仓 |
| T | AT&T INC | $7.60万 | 0.04% | 2,620 | -20 | -0.8% | -$580 | 减仓 |