13F 机构持仓

Strive Financial Group ,LLC

CARMEL IN · SEC CIK 0002090040

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.30亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 5.7%
GOOG 5.7%
IEFA 4.1%
VO 3.9%
NVDA 3.1%
AAPL 2.9%
MSFT 2.5%
META 2.4%
AMZN 2.3%
GOOGL 2.2%

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
PSA PUBLIC STORAGE REIT $00.00%0 -773-100.0% -$20.08万 清仓
O REALTY INCOME CORP REIT $00.00%0 -3,505-100.0% -$19.76万 清仓
TTC TORO CO $00.00%0 -2,500-100.0% -$19.68万 清仓
XLRE STATE SRT REL EST SLCT SCTR SPDR ETF $00.00%0 -4,500-100.0% -$18.16万 清仓
EPD ENTERPRISE PRODS PART LP $00.00%0 -3,170-100.0% -$10.16万 清仓
WY WEYERHAEUSER CO REIT $00.00%0 -1,900-100.0% -$4.50万 清仓
IRM IRON MTN INC NEW REIT $00.00%0 -526-100.0% -$4.36万 清仓
ZS ZSCALER INC $00.00%0 -173-100.0% -$3.89万 清仓
— CREXENDO INC $00.00%0 -4,800-100.0% -$3.11万 清仓
LNG CHENIERE ENERGY INC $00.00%0 -127-100.0% -$2.47万 清仓
BXP BXP INC REIT $00.00%0 -359-100.0% -$2.42万 清仓
OHI OMEGA HEALTHCARE INVS INREIT $00.00%0 -535-100.0% -$2.37万 清仓
ETV EATON VANCE TAX MANAGED $00.00%0 -1,650-100.0% -$2.37万 清仓
EOS EATON VANCE ENHANCED EQT $00.00%0 -991-100.0% -$2.32万 清仓
FSCO FS CREDIT OPPORTUNITIES $00.00%0 -3,616-100.0% -$2.28万 清仓
KYN KAYNE ANDERSON ENERGY IN $00.00%0 -1,500-100.0% -$1.86万 清仓
QTWO Q2 HLDGS INC $00.00%0 -245-100.0% -$1.77万 清仓
AMT AMERICAN TOWER CORP NEW REIT $00.00%0 -95-100.0% -$1.67万 清仓
WELL WELLTOWER INC REIT $00.00%0 -79-100.0% -$1.47万 清仓
SPG SIMON PPTY GROUP INC NEWREIT $00.00%0 -77-100.0% -$1.43万 清仓
W WAYFAIR INC CLASS CLASS A $00.00%0 —— — 申报中断
PLD PROLOGIS INC REIT $00.00%0 -91-100.0% -$1.16万 清仓
— NET PWR INC CLASS A $00.00%0 -5,000-100.0% -$1.14万 清仓
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $00.00%0 -59-100.0% -$1.08万 清仓
LDOS LEIDOS HLDGS INC $00.00%0 -53-100.0% -$9,561 清仓
FSSL FS SPECIALTY LENDING $00.00%0 -664-100.0% -$9,389 清仓
STWD STARWOOD PPTY TR INC REIT $00.00%0 -472-100.0% -$8,501 清仓
DAPP VANECK DIGITAL TRANSFORMATION ETF $00.00%0 -500-100.0% -$8,265 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -215-100.0% -$6,293 清仓
UPST UPSTART HLDGS INC $00.00%0 —— — 申报中断
STLN ONCOLOGY INST INC $00.00%0 -1,584-100.0% -$5,639 清仓
DLR DIGITAL RLTY TR INC REIT $00.00%0 -35-100.0% -$5,415 清仓
WIW WESTERN AST INFLTN LINK $00.00%0 -582-100.0% -$4,999 清仓
APPN APPIAN CORP CLASS A $00.00%0 -130-100.0% -$4,605 清仓
FRSH FRESHWORKS INC CLASS A $00.00%0 -365-100.0% -$4,471 清仓
ASPI ASP ISOTOPES INC $00.00%0 -742-100.0% -$3,970 清仓
XYZ BLOCK INC A CLASS CLASS A $00.00%0 -59-100.0% -$3,840 清仓
NVG NUVEEN AMT FREE MNCPL CR $00.00%0 -265-100.0% -$3,355 清仓
— INVESCO ADVANTAGE MUNI INCOME TRUST II $00.00%0 -348-100.0% -$3,174 清仓
AI C3 AI INC CLASS CLASS A $00.00%0 -200-100.0% -$2,696 清仓
— HIGH INCOME SECURITI $00.00%0 -375-100.0% -$2,306 清仓
RWT REDWOOD TR INC REIT $00.00%0 -415-100.0% -$2,295 清仓
— CANAAN INC FUNSPONSORED ADR 1 ADR REPS 15 ORD SHS $00.00%0 —— — 申报中断
BBEU JPMORGAN BETABUILDERS EUROPE ETF $00.00%0 -18-100.0% -$1,319 清仓
PRCT PROCEPT BIOROBOTICS CORP $00.00%0 -40-100.0% -$1,258 清仓
— COMERICA INC $00.00%0 -12-100.0% -$1,043 清仓
BBAX JPM BETABULD DV ASIA PCIFC EX JP ETF $00.00%0 -18-100.0% -$1,013 清仓
DOCS DOXIMITY INC CLASS A $00.00%0 —— — 申报中断
ETR ENTERGY CORP NEW $00.00%0 —— — 申报中断
SG SWEETGREEN INC CLASS A $00.00%0 —— — 申报中断
BBY BEST BUY INC $00.00%0 —— — 申报中断
RF REGIONS FINL CORP NEW $00.00%0 —— — 申报中断
SWKS SKYWORKS SOLUTIONS INC $00.00%0 —— — 申报中断
BBAI BIGBEAR AI HLDGS INC $00.00%0 —— — 申报中断
NWL NEWELL BRANDS INC $00.00%0 —— — 申报中断
FNF FNF GROUP CLASS CLASS A $00.00%0 —— — 申报中断
ERII ENERGY RECOVERY INC $00.00%0 —— — 申报中断
— ROUNDHILL BALL METAVERSEETF $00.00%0 —— — 申报中断
COIN COINBASE GLOBAL INC CLASS CLASS A $00.00%0 —— — 申报中断
SKYD PARAMOUNT SKYDANCE CORP CLASS B $00.00%0 —— — 申报中断
ADM ARCHER-DANIELS MIDLAND C $00.00%0 —— — 申报中断
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $00.00%0 —— — 申报中断
TAN INVSC SOLAR ETF $00.00%0 -7-100.0% -$344 清仓
NJR NEW JERSEY RES CORP $00.00%0 —— — 申报中断
PAYC PAYCOM SOFTWARE INC $00.00%0 —— — 申报中断
KD KYNDRYL HLDGS INC $00.00%0 —— — 申报中断
SONO SONOS INC $00.00%0 —— — 申报中断
PPL PPL CORP $00.00%0 —— — 申报中断
SCHW CHARLES SCHWAB CORP $00.00%0 —— — 申报中断
NEM NEWMONT CORP $00.00%0 —— — 申报中断
PHYS SPROTT PHYSICAL GOLD ETV $00.00%0 -9-100.0% -$297 清仓
TBCH TURTLE BEACH CORP $00.00%0 —— — 申报中断
WHR WHIRLPOOL CORP $00.00%0 —— — 申报中断
UTZ UTZ BRANDS INC CLASS A $00.00%0 —— — 申报中断
IP INTERNTNL PAPER CO $00.00%0 —— — 申报中断
— COMTECH TELECOMMUNICATIO $00.00%0 -50-100.0% -$264 清仓
— PUTNAM BDC INCOME ETF $00.00%0 —— — 申报中断
SOLS SOLSTICE ADVANCED MATLS $00.00%0 —— — 申报中断
SWX SOUTHWEST GAS HOLDIN $00.00%0 —— — 申报中断
WOLF WOLFSPEED INC $00.00%0 —— — 申报中断
GME GAMESTOP CORP NEW CLASS A $00.00%0 —— — 申报中断
NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -34-100.0% -$220 清仓
TROW PRICE T ROWE GROUP INC $00.00%0 —— — 申报中断
— BAKKT HLDGS INC CLASS A $00.00%0 -20-100.0% -$201 清仓
— ISHARES MSCI BIC ETF $00.00%0 -4-100.0% -$175 清仓
BWXT BWX TECHNOLOGIES INC $00.00%0 -1-100.0% -$173 清仓
XRT STATE STREET SPDR S&P RETAIL ETF $00.00%0 -2-100.0% -$171 清仓
RBLX ROBLOX CORP CLASS A $00.00%0 -2-100.0% -$162 清仓
ADT ADT INC DEL $00.00%0 —— — 申报中断
ARRY ARRAY TECHNOLOGIES INC $00.00%0 —— — 申报中断
TTD THE TRADE DESK INC CLASS CLASS A $00.00%0 —— — 申报中断
ELF E L F BEAUTY INC $00.00%0 —— — 申报中断
— AMPLIFY ALTERNATIVE HARVETF $00.00%0 —— — 申报中断
ARKG ARK GENOMIC REVOLUTION ETF $00.00%0 —— — 申报中断
BKH BLACK HILLS CORP $00.00%0 —— — 申报中断
AAL AMERICAN AIRLS GROUP INC $00.00%0 —— — 申报中断
— WILLAMETTE VY VINEYARD I $00.00%0 —— — 申报中断
HUN HUNTSMAN CORP $00.00%0 —— — 申报中断
— EVOTEC SE FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $00.00%0 —— — 申报中断
EMBC EMBECTA CORP $00.00%0 —— — 申报中断