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 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $7.60万 | 0.04% | 360 | 50 | 16.1% | $1.06万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $7.70万 | 0.04% | 1,292 | -20 | -1.5% | -$1,192 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $7.70万 | 0.04% | 127 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $7.70万 | 0.04% | 390 | 390 | — | $7.70万 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $7.80万 | 0.04% | 535 | 0 | 0.0% | — | 不变 |
| — | VANECK RETAIL ETF | $8.00万 | 0.04% | 320 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $8.00万 | 0.04% | 2,623 | -71 | -2.6% | -$2,165 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $8.20万 | 0.04% | 420 | -86 | -17.0% | -$1.68万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $8.50万 | 0.05% | 122 | -4 | -3.2% | -$2,787 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $8.50万 | 0.05% | 178 | -3 | -1.7% | -$1,433 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $8.50万 | 0.05% | 4,153 | -101 | -2.4% | -$2,067 | 减仓 |
| SYK | STRYKER CORP | $8.70万 | 0.05% | 264 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $8.90万 | 0.05% | 900 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $8.90万 | 0.05% | 1,650 | 75 | 4.8% | $4,045 | 加仓 |
| DKNG | DRAFTKINGS INC NEW CLASS A | $9.00万 | 0.05% | 4,165 | -100 | -2.3% | -$2,161 | 减仓 |
| CEG | CONSTELLATION ENERGY COR | $9.20万 | 0.05% | 330 | -50 | -13.2% | -$1.39万 | 减仓 |
| CBRE | CBRE GROUP INC CLASS CLASS A | $9.30万 | 0.05% | 685 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $9.40万 | 0.05% | 219 | -3 | -1.4% | -$1,288 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $9.60万 | 0.05% | 367 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $9.90万 | 0.05% | 531 | -64 | -10.8% | -$1.19万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $10.10万 | 0.05% | 1,792 | 1 | 0.1% | $56 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $10.20万 | 0.05% | 1,240 | -5,000 | -80.1% | -$41.13万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $10.20万 | 0.05% | 443 | -39 | -8.1% | -$8,980 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $10.30万 | 0.05% | 2,096 | -7 | -0.3% | -$344 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $10.40万 | 0.06% | 650 | 91 | 16.3% | $1.46万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $10.50万 | 0.06% | 2,812 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $10.70万 | 0.06% | 2,869 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $10.70万 | 0.06% | 634 | -45 | -6.6% | -$7,595 | 减仓 |
| AMAT | APPLIED MATLS INC | $10.80万 | 0.06% | 317 | -1,265 | -80.0% | -$43.10万 | 减仓 |
| SJM | SMUCKER J M CO | $10.80万 | 0.06% | 1,118 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $10.80万 | 0.06% | 369 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $10.90万 | 0.06% | 1,280 | -5 | -0.4% | -$426 | 减仓 |
| QCOM | QUALCOMM INC | $11.30万 | 0.06% | 877 | 1 | 0.1% | $129 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $11.60万 | 0.06% | 2,088 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $11.70万 | 0.06% | 376 | -52 | -12.1% | -$1.62万 | 减仓 |
| F | FORD MTR CO DEL | $11.80万 | 0.06% | 10,210 | -18 | -0.2% | -$208 | 减仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $12.00万 | 0.06% | 91 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $12.10万 | 0.06% | 987 | 82 | 9.1% | $1.01万 | 加仓 |
| — | ROUNDHILL S&P 500 0DTE COVERED CALL STRATEGY ETF | $12.20万 | 0.06% | 3,329 | -345 | -9.4% | -$1.26万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $12.70万 | 0.07% | 8,024 | -787 | -8.9% | -$1.25万 | 减仓 |
| MTBA | SIMPLIFY MBS ETF | $12.70万 | 0.07% | 2,558 | -211 | -7.6% | -$1.05万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $12.70万 | 0.07% | 2,238 | 2 | 0.1% | $113 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $12.80万 | 0.07% | 1,659 | 256 | 18.2% | $1.98万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING | $13.00万 | 0.07% | 5,503 | -8,850 | -61.7% | -$20.91万 | 减仓 |
| CTAS | CINTAS CORP | $13.10万 | 0.07% | 775 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $13.60万 | 0.07% | 2,921 | 204 | 7.5% | $9,498 | 加仓 |
| GRAL | GRAIL INC EQUITY CLASS EQUITY | $13.70万 | 0.07% | 2,660 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $13.90万 | 0.07% | 1,444 | -167 | -10.4% | -$1.61万 | 减仓 |
| VNOM | VIPER ENERGY INC NEW CLASS CLASS A | $13.90万 | 0.07% | 2,958 | 449 | 17.9% | $2.11万 | 加仓 |
| COP | CONOCOPHILLIPS | $14.00万 | 0.07% | 1,064 | 69 | 6.9% | $9,079 | 加仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $14.00万 | 0.07% | 557 | 20 | 3.7% | $5,027 | 加仓 |
| DOW | DOW INC | $14.60万 | 0.08% | 3,500 | -5,700 | -62.0% | -$23.78万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $15.20万 | 0.08% | 794 | -10 | -1.2% | -$1,914 | 减仓 |
| ABBV | ABBVIE INC | $16.20万 | 0.09% | 747 | -197 | -20.9% | -$4.27万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $16.40万 | 0.09% | 1,700 | -9 | -0.5% | -$868 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $17.30万 | 0.09% | 666 | -44 | -6.2% | -$1.14万 | 减仓 |
| FOUR | SHIFT4 PMTS INC CLASS CLASS A | $17.30万 | 0.09% | 3,951 | 3,895 | 6,955.4% | $17.05万 | 加仓 |
| CLX | CLOROX CO | $17.40万 | 0.09% | 1,683 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS CLASS B | $17.80万 | 0.09% | 3,367 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $18.00万 | 0.10% | 2,974 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $18.30万 | 0.10% | 604 | -300 | -33.2% | -$9.09万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $19.20万 | 0.10% | 1,298 | -55 | -4.1% | -$8,136 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $19.40万 | 0.10% | 6,674 | 59 | 0.9% | $1,715 | 加仓 |
| — | EXXON MOBIL CORP | $19.40万 | 0.10% | 1,141 | 39 | 3.5% | $6,631 | 加仓 |
| BAC | BANK OF AMERICA CORP | $19.60万 | 0.10% | 4,027 | 378 | 10.4% | $1.84万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE I | $19.80万 | 0.11% | 1,193 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $20.10万 | 0.11% | 11,654 | 4,298 | 58.4% | $7.41万 | 加仓 |
| PFE | PFIZER INC | $20.40万 | 0.11% | 7,266 | -618 | -7.8% | -$1.74万 | 减仓 |
| FCFS | FIRSTCASH HLDGS INC | $20.50万 | 0.11% | 1,091 | 121 | 12.5% | $2.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $20.70万 | 0.11% | 845 | -114 | -11.9% | -$2.79万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $20.90万 | 0.11% | 3,265 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $21.10万 | 0.11% | 8,392 | 9 | 0.1% | $226 | 加仓 |
| CSX | CSX CORP | $21.80万 | 0.12% | 5,301 | 17 | 0.3% | $699 | 加仓 |
| DHR | DANAHER CORP | $22.80万 | 0.12% | 1,204 | 111 | 10.2% | $2.10万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $23.10万 | 0.12% | 5,067 | -230 | -4.3% | -$1.05万 | 减仓 |
| MKL | MARKEL GROUP INC | $23.50万 | 0.12% | 123 | 14 | 12.8% | $2.67万 | 加仓 |
| VRSN | VERISIGN INC | $24.00万 | 0.13% | 967 | 117 | 13.8% | $2.90万 | 加仓 |
| ABBNY | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $24.20万 | 0.13% | 3,010 | 3,010 | — | $24.20万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC | $24.80万 | 0.13% | 1,820 | 225 | 14.1% | $3.07万 | 加仓 |
| CVX | CHEVRON CORP NEW | $25.10万 | 0.13% | 1,211 | -1,642 | -57.6% | -$34.03万 | 减仓 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $26.20万 | 0.14% | 6,332 | 639 | 11.2% | $2.64万 | 加仓 |
| SBUX | STARBUCKS CORP | $27.30万 | 0.14% | 3,046 | -2,750 | -47.4% | -$24.65万 | 减仓 |
| WRB | BERKLEY W R CORP | $27.60万 | 0.15% | 4,168 | 424 | 11.3% | $2.81万 | 加仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $27.60万 | 0.15% | 9,362 | 2,769 | 42.0% | $8.16万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $28.10万 | 0.15% | 875 | 159 | 22.2% | $5.11万 | 加仓 |
| MDT | MEDTRONIC PLC F | $28.50万 | 0.15% | 3,288 | 3,288 | — | $28.50万 | 新建仓 |
| ROBO | ROBO GLOBAL ROBOTICS ANDAUTOMATION INDEX ETF | $28.70万 | 0.15% | 4,189 | 384 | 10.1% | $2.63万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $29.10万 | 0.15% | 1,986 | 170 | 9.4% | $2.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $29.80万 | 0.16% | 1,012 | 1 | 0.1% | $294 | 加仓 |
| OKE | ONEOK INC NEW | $30.20万 | 0.16% | 3,346 | 601 | 21.9% | $5.42万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $31.30万 | 0.17% | 5,104 | -140 | -2.7% | -$8,585 | 减仓 |
| LRCX | LAM RESH CORP | $31.70万 | 0.17% | 1,482 | 16 | 1.1% | $3,422 | 加仓 |
| QQQ | INVESCO QQQ TR | $32.50万 | 0.17% | 563 | 237 | 72.7% | $13.68万 | 加仓 |
| CME | CME GROUP INC CLASS CLASS A | $33.70万 | 0.18% | 1,142 | 90 | 8.6% | $2.66万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDGCLASS CLASS A | $33.90万 | 0.18% | 4,349 | 0 | 0.0% | — | 不变 |
| DBMF | IMGP DBI MANAGED FUTURESSTRATEGY ETF | $36.00万 | 0.19% | 11,949 | 1,714 | 16.7% | $5.16万 | 加仓 |
| ZTS | ZOETIS INC CLASS CLASS A | $36.60万 | 0.19% | 3,096 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS CLASS A | $36.90万 | 0.20% | 1,220 | 94 | 8.3% | $2.84万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $36.90万 | 0.20% | 7,350 | -4 | -0.1% | -$201 | 减仓 |
| CTA | SIMPLIFY MANAGED FUTURESSTRATEGY ETF | $36.90万 | 0.20% | 12,199 | 4,808 | 65.1% | $14.54万 | 加仓 |