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
— FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER $3,0000.00%108 00.0% — 不变
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $3,0000.00%92 00.0% — 不变
HDV ISHARES CORE HIGH DIVIDEND ETF $3,0000.00%21 00.0% — 不变
UNP UNION PAC CORP $3,0000.00%11 00.0% — 不变
IVOG VANGUARD S&P MID-CAP 400GROWTH INDEX FUND ETF SHARES $3,0000.00%21 00.0% — 不变
FE FIRSTENERGY CORP $3,0000.00%52 -4-7.1% -$231 减仓
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF $3,0000.00%52 12.0% $58 加仓
FDX FEDEX CORP $3,0000.00%8 00.0% — 不变
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS $3,0000.00%27 00.0% — 不变
VICR VICOR CORP $3,0000.00%19 00.0% — 不变
TLH ISHARES 10-20 YEAR TREASURY BOND ETF $3,0000.00%31 31— $3,000 新建仓
— NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS $3,0000.00%230 230— $3,000 新建仓
— AIA GROUP LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS $3,0000.00%69 69— $3,000 新建仓
— KONE OYJ FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $3,0000.00%103 103— $3,000 新建仓
FAST CALL FASTENAL CO $45 EXP 05/15/26 看涨期权 $3,0000.00%12 12— $3,000 新建仓
IWM PUT ISHR RUSSELL 2000 $200 EXP 08/21/26 看跌期权 $3,0000.00%9 9— $3,000 新建仓
— COMPUTERSHARE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS $3,0000.00%144 144— $3,000 新建仓
— VINCI S A FSPONSORED ADR 1 ADR REP 0.25 ORD SHS $3,0000.00%89 89— $3,000 新建仓
— HEXAGON AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS $3,0000.00%273 273— $3,000 新建仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $3,0000.00%44 44— $3,000 新建仓
CROX CROCS INC $2,0000.00%23 -1,012-97.8% -$8.80万 减仓
SNOW SNOWFLAKE INC CLASS CLASS A $2,0000.00%16 -254-94.1% -$3.17万 减仓
INTA INTAPP INC $2,0000.00%93 -524-84.9% -$1.13万 减仓
YEXT YEXT INC $2,0000.00%585 00.0% — 不变
ES EVERSOURCE ENERGY $2,0000.00%34 -24-41.4% -$1,412 减仓
HIMS HIMS & HERS HEALTH INC CLASS CLASS A $2,0000.00%100 00.0% — 不变
THO THOR INDS INC $2,0000.00%31 00.0% — 不变
WDAY WORKDAY INC CLASS A $2,0000.00%13 00.0% — 不变
UGI UGI CORP NEW $2,0000.00%44 -30-40.5% -$1,364 减仓
SOUN SOUNDHOUND AI INC CLASS A $2,0000.00%262 124.8% $92 加仓
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST $2,0000.00%5 00.0% — 不变
BBCA JPMORGAN BETABUILDERS CANADA ETF $2,0000.00%26 00.0% — 不变
RMD RESMED INC $2,0000.00%10 00.0% — 不变
MSOS ADVISORSHARES PURE US CANNABIS ETF $2,0000.00%501 00.0% — 不变
ARKX ARK SPACE & DEFENSE INNOVATION ETF $2,0000.00%81 00.0% — 不变
TAP MOLSON COORS BEVERAG B CLASS CLASS B $2,0000.00%50 00.0% — 不变
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $2,0000.00%48 00.0% — 不变
BBJP JPMORGAN BETABUILDERS JAPAN ETF $2,0000.00%35 00.0% — 不变
CALF PACER US SMALL CAP CASH COWS 100 ETF $2,0000.00%52 00.0% — 不变
DHI D R HORTON INC $2,0000.00%15 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUCLASS CLASS A $2,0000.00%33 00.0% — 不变
FSLR FIRST SOLAR INC $2,0000.00%8 00.0% — 不变
PSEC PROSPECT CAP CORP $2,0000.00%794 374.9% $93 加仓
SYM SYMBOTIC INC CLASS A $2,0000.00%32 00.0% — 不变
— ATKORE INC $2,0000.00%30 00.0% — 不变
IMMR IMMERSION CORP $2,0000.00%275 00.0% — 不变
INDI INDIE SEMICONDUCTOR INC CLASS CLASS A $2,0000.00%516 00.0% — 不变
— VANECK LOW CARBON ENERGYETF $2,0000.00%14 00.0% — 不变
KR KROGER CO $2,0000.00%28 00.0% — 不变
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF $2,0000.00%50 922.0% $360 加仓
JD JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $2,0000.00%59 00.0% — 不变
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF $2,0000.00%56 00.0% — 不变
ICF ISHARES SELECT U.S. REITETF $2,0000.00%26 00.0% — 不变
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF $2,0000.00%20 00.0% — 不变
YOU CLEAR SECURE INC CLASS A $2,0000.00%40 00.0% — 不变
ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS $2,0000.00%12 00.0% — 不变
FCG FIRST TRUST NATURAL GAS ETF $2,0000.00%55 00.0% — 不变
SHLD GLOBAL X DEFENSE TECH ETF $2,0000.00%27 19237.5% $1,407 加仓
AVLV AVANTIS US LARGE CAP VALUE ETF $2,0000.00%27 27— $2,000 新建仓
QUAL ISHARES MSCI USA QUALITYFACTOR ETF $2,0000.00%10 10— $2,000 新建仓
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF $2,0000.00%24 24— $2,000 新建仓
ACN CALL ACCENTURE PLC IRELA$195 EXP 05/15/26 看涨期权 $2,0000.00%2 2— $2,000 新建仓
KTOS CALL KRATOS DEFENSE & SE$70 EXP 01/15/27 看涨期权 $2,0000.00%1 1— $2,000 新建仓
XLU PUT SPDR UTILITIES $46 EXP 04/17/26 看跌期权 $2,0000.00%22 22— $2,000 新建仓
LYB LYONDELLBASELL INDUSTR FCLASS A $2,0000.00%21 21— $2,000 新建仓
FBCG FIDELITY BLUE CHIP GROWTH ETF $2,0000.00%34 34— $2,000 新建仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $2,0000.00%54 54— $2,000 新建仓
WAT WATERS CORP $2,0000.00%8 8— $2,000 新建仓
— DANONE FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS $2,0000.00%96 96— $2,000 新建仓
AVDE AVANTIS INTERNATIONAL EQUITY ETF $2,0000.00%23 23— $2,000 新建仓
FTGS FIRST TRUST GROWTH STRENGTH ETF $2,0000.00%54 54— $2,000 新建仓
DIS CALL DISNEY WALT CO $105 EXP 05/15/26 看涨期权 $2,0000.00%10 10— $2,000 新建仓
JPEF JPMORGAN EQUITY FOCUS ETF $2,0000.00%22 22— $2,000 新建仓
— LONDON STK EXCHANGE GR FSPONSORED ADR 1 ADR REP 0.25 ORD SHS $2,0000.00%75 75— $2,000 新建仓
QTUM DEFIANCE QUANTUM ETF $2,0000.00%17 17— $2,000 新建仓
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF $2,0000.00%66 66— $2,000 新建仓
— MERCK KGAA FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS $2,0000.00%72 72— $2,000 新建仓
CLSK CLEANSPARK INC $1,0000.00%143 -150-51.2% -$1,049 减仓
NWE NORTHWESTERN ENERGY $1,0000.00%18 -13-41.9% -$722 减仓
KEY KEYCORP NEW $1,0000.00%55 -38-40.9% -$691 减仓
WU WESTERN UN CO $1,0000.00%170 -13-7.1% -$76 减仓
VLO VALERO ENERGY CORP NEW $1,0000.00%6 -4-40.0% -$667 减仓
UBSI UNITED BANKSHARES INC W $1,0000.00%25 -17-40.5% -$680 减仓
UNM UNUM GROUP $1,0000.00%12 -8-40.0% -$667 减仓
— KRANESHARES CALIFORNIA CARBON ALLOWANCE ETF $1,0000.00%90 00.0% — 不变
PNW PINNACLE WEST CAP CORP $1,0000.00%10 -7-41.2% -$700 减仓
EIX EDISON INTL $1,0000.00%15 -10-40.0% -$667 减仓
INDY ISHARES INDIA 50 ETF $1,0000.00%30 00.0% — 不变
MGM MGM RESORTS INTL $1,0000.00%40 00.0% — 不变
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF $1,0000.00%23 00.0% — 不变
DXCM DEXCOM INC $1,0000.00%21 00.0% — 不变
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS $1,0000.00%21 00.0% — 不变
CAG CONAGRA BRANDS INC $1,0000.00%46 -31-40.3% -$674 减仓
VCEL VERICEL CORP $1,0000.00%36 00.0% — 不变
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF $1,0000.00%21 00.0% — 不变
FMC FMC CORP $1,0000.00%47 -40-46.0% -$851 减仓
DUK DUKE ENERGY CORP NEW $1,0000.00%10 00.0% — 不变
IXJ ISHARES GLOBAL HEALTHCARE ETF $1,0000.00%12 00.0% — 不变
NWFL NORWOOD FINL CORP $1,0000.00%40 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL I $1,0000.00%30 00.0% — 不变