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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $1,072.70万 | 5.69% | 17,951 | 2,656 | 17.4% | $158.71万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $1,069.50万 | 5.67% | 37,283 | -294 | -0.8% | -$8.43万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $766.40万 | 4.06% | 84,656 | 14,522 | 20.7% | $131.47万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $736.90万 | 3.91% | 25,660 | 1,329 | 5.5% | $38.17万 | 加仓 |
| NVDA | NVIDIA CORP | $589.00万 | 3.12% | 33,773 | -80 | -0.2% | -$1.40万 | 减仓 |
| AAPL | APPLE INC | $542.80万 | 2.88% | 21,389 | -619 | -2.8% | -$15.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $468.10万 | 2.48% | 12,645 | 23 | 0.2% | $8,514 | 加仓 |
| META | META PLATFORMS INC CLASS CLASS A | $445.40万 | 2.36% | 7,784 | -175 | -2.2% | -$10.01万 | 减仓 |
| AMZN | AMAZON.COM INC | $443.10万 | 2.35% | 21,274 | 1,177 | 5.9% | $24.51万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $408.10万 | 2.16% | 14,191 | -584 | -4.0% | -$16.79万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $335.70万 | 1.78% | 33,816 | 33,816 | — | $335.70万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $280.40万 | 1.49% | 22,555 | -9 | -0.0% | -$1,119 | 减仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $275.40万 | 1.46% | 81,406 | 684 | 0.8% | $2.31万 | 加仓 |
| WMT | WALMART INC | $263.60万 | 1.40% | 21,207 | -1,427 | -6.3% | -$17.74万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $244.10万 | 1.29% | 3,354 | -295 | -8.1% | -$21.47万 | 减仓 |
| CAIE | CALAMOS US EQ AUTOCALLABLE INCOME ETF | $241.30万 | 1.28% | 95,985 | 36,839 | 62.3% | $92.61万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $240.60万 | 1.28% | 12,261 | 1,061 | 9.5% | $20.82万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NE | $238.50万 | 1.26% | 32,919 | -3,271 | -9.0% | -$23.70万 | 减仓 |
| AMGN | AMGEN INC | $226.00万 | 1.20% | 6,423 | -937 | -12.7% | -$32.97万 | 减仓 |
| COR | CENCORA INC CLASS SERIES A | $225.60万 | 1.20% | 7,183 | -622 | -8.0% | -$19.54万 | 减仓 |
| — | ZACKS FOCUS GROWTH ETF | $225.20万 | 1.19% | 81,697 | 7,170 | 9.6% | $19.76万 | 加仓 |
| AZO | AUTOZONE INC | $224.30万 | 1.19% | 664 | -29 | -4.2% | -$9.80万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANG | $216.80万 | 1.15% | 13,784 | -637 | -4.4% | -$10.02万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $198.30万 | 1.05% | 1,990 | -114 | -5.4% | -$11.36万 | 减仓 |
| RWJ | INVESCO S&P SMALLCAP 600REV ETF | $194.20万 | 1.03% | 38,462 | 1,143 | 3.1% | $5.77万 | 加仓 |
| PEP | PEPSICO INC | $188.00万 | 1.00% | 12,108 | -965 | -7.4% | -$14.98万 | 减仓 |
| ROL | ROLLINS INC | $186.50万 | 0.99% | 34,910 | -2,376 | -6.4% | -$12.69万 | 减仓 |
| ORCL | ORACLE CORP | $185.80万 | 0.99% | 12,628 | -1,743 | -12.1% | -$25.65万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $183.50万 | 0.97% | 26,314 | 2,201 | 9.1% | $15.35万 | 加仓 |
| ADBE | ADOBE INC | $177.80万 | 0.94% | 7,315 | 72 | 1.0% | $1.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $174.10万 | 0.92% | 3,543 | -270 | -7.1% | -$13.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $173.50万 | 0.92% | 12,013 | -892 | -6.9% | -$12.88万 | 减仓 |
| GL | GLOBE LIFE INC | $170.40万 | 0.90% | 12,244 | -1,867 | -13.2% | -$25.98万 | 减仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $167.90万 | 0.89% | 45,293 | 3,948 | 9.5% | $14.64万 | 加仓 |
| MTD | METTLER-TOLEDO INTL INC | $166.90万 | 0.89% | 1,323 | -84 | -6.0% | -$10.60万 | 减仓 |
| MSCI | MSCI INC | $164.30万 | 0.87% | 3,048 | -201 | -6.2% | -$10.83万 | 减仓 |
| CHD | CHURCH & DWIGHT INC | $163.20万 | 0.87% | 17,493 | -1,086 | -5.8% | -$10.13万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $162.10万 | 0.86% | 35,779 | -2,128 | -5.6% | -$9.64万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $160.00万 | 0.85% | 15,898 | 15,898 | — | $160.00万 | 新建仓 |
| LLY | ELI LILLY AND CO | $157.80万 | 0.84% | 1,715 | -99 | -5.5% | -$9.11万 | 减仓 |
| CMCSA | COMCAST CORP NEW CLASS A | $151.80万 | 0.81% | 52,864 | -5,031 | -8.7% | -$14.45万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $151.20万 | 0.80% | 9,568 | -582 | -5.7% | -$9.20万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $133.90万 | 0.71% | 2,050 | 27 | 1.3% | $1.76万 | 加仓 |
| INTU | INTUIT | $132.00万 | 0.70% | 3,053 | -203 | -6.2% | -$8.78万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE T F | $129.70万 | 0.69% | 9,079 | 9,079 | — | $129.70万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $128.90万 | 0.68% | 6,343 | -424 | -6.3% | -$8.62万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $123.50万 | 0.65% | 23,490 | -80 | -0.3% | -$4,206 | 减仓 |
| CPRT | COPART INC | $123.30万 | 0.65% | 37,143 | -1,983 | -5.1% | -$6.58万 | 减仓 |
| MKC | MCCORMICK & CO INC CLASS CLASS N | $122.60万 | 0.65% | 24,300 | -1,281 | -5.0% | -$6.46万 | 减仓 |
| GPN | GLOBAL PMTS INC | $121.70万 | 0.65% | 18,079 | 17,753 | 5,445.7% | $119.51万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $119.00万 | 0.63% | 68,697 | 4,177 | 6.5% | $7.24万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $113.90万 | 0.60% | 19,455 | 19,455 | — | $113.90万 | 新建仓 |
| MBB | ISHARES MBS ETF | $112.20万 | 0.60% | 11,821 | 907 | 8.3% | $8.61万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $106.20万 | 0.56% | 2,431 | 172 | 7.6% | $7.51万 | 加仓 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $104.20万 | 0.55% | 28,354 | -834 | -2.9% | -$3.06万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $95.50万 | 0.51% | 15,219 | -501 | -3.2% | -$3.14万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | $95.30万 | 0.51% | 11,516 | 334 | 3.0% | $2.76万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $92.40万 | 0.49% | 2,168 | 484 | 28.7% | $20.63万 | 加仓 |
| ABT | ABBOTT LABS | $82.90万 | 0.44% | 8,079 | 3,779 | 87.9% | $38.78万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $82.10万 | 0.44% | 2,858 | 12 | 0.4% | $3,447 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $79.30万 | 0.42% | 1,219 | -15 | -1.2% | -$9,758 | 减仓 |
| AMD | ADVANCED MICRO DEVIC | $69.70万 | 0.37% | 3,428 | 914 | 36.4% | $18.58万 | 加仓 |
| HD | HOME DEPOT INC | $67.40万 | 0.36% | 2,048 | 323 | 18.7% | $10.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $65.80万 | 0.35% | 7,087 | 858 | 13.8% | $7.97万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | $61.40万 | 0.33% | 7,770 | -380 | -4.7% | -$3.00万 | 减仓 |
| HSY | HERSHEY CO | $61.30万 | 0.33% | 2,950 | 926 | 45.8% | $19.24万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $60.30万 | 0.32% | 19,644 | 1,973 | 11.2% | $6.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $58.40万 | 0.31% | 1,727 | -154 | -8.2% | -$5.21万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $53.10万 | 0.28% | 2,470 | -159 | -6.0% | -$3.42万 | 减仓 |
| DIS | DISNEY WALT CO | $50.70万 | 0.27% | 5,258 | -2 | -0.0% | -$193 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $49.10万 | 0.26% | 14,889 | 2,867 | 23.8% | $9.45万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $44.50万 | 0.24% | 1,473 | 175 | 13.5% | $5.29万 | 加仓 |
| KO | THE COCA-COLA CO | $44.20万 | 0.23% | 5,810 | -208 | -3.5% | -$1.58万 | 减仓 |
| DCI | DONALDSON INC | $44.10万 | 0.23% | 5,195 | 4,550 | 705.4% | $38.62万 | 加仓 |
| TSLA | TESLA INC | $43.80万 | 0.23% | 1,177 | 6 | 0.5% | $2,233 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $43.20万 | 0.23% | 1,735 | 20 | 1.2% | $4,980 | 加仓 |
| MO | ALTRIA GROUP INC | $41.60万 | 0.22% | 6,302 | -931 | -12.9% | -$6.15万 | 减仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $40.30万 | 0.21% | 18,132 | -251 | -1.4% | -$5,579 | 减仓 |
| CSCO | CISCO SYS INC | $39.90万 | 0.21% | 5,143 | 4,401 | 593.1% | $34.14万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $39.10万 | 0.21% | 8,512 | 5,362 | 170.2% | $24.63万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $38.30万 | 0.20% | 7,756 | 886 | 12.9% | $4.38万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $37.80万 | 0.20% | 985 | -2 | -0.2% | -$768 | 减仓 |
| AVGO | BROADCOM INC | $37.30万 | 0.20% | 1,205 | 87 | 7.8% | $2.69万 | 加仓 |
| 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 |
| ZTS | ZOETIS INC CLASS CLASS A | $36.60万 | 0.19% | 3,096 | 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 |
| BAH | BOOZ ALLEN HAMILTON HLDGCLASS CLASS A | $33.90万 | 0.18% | 4,349 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC CLASS CLASS A | $33.70万 | 0.18% | 1,142 | 90 | 8.6% | $2.66万 | 加仓 |
| QQQ | INVESCO QQQ TR | $32.50万 | 0.17% | 563 | 237 | 72.7% | $13.68万 | 加仓 |
| LRCX | LAM RESH CORP | $31.70万 | 0.17% | 1,482 | 16 | 1.1% | $3,422 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $31.30万 | 0.17% | 5,104 | -140 | -2.7% | -$8,585 | 减仓 |
| OKE | ONEOK INC NEW | $30.20万 | 0.16% | 3,346 | 601 | 21.9% | $5.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $29.80万 | 0.16% | 1,012 | 1 | 0.1% | $294 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $29.10万 | 0.15% | 1,986 | 170 | 9.4% | $2.49万 | 加仓 |
| ROBO | ROBO GLOBAL ROBOTICS ANDAUTOMATION INDEX ETF | $28.70万 | 0.15% | 4,189 | 384 | 10.1% | $2.63万 | 加仓 |
| MDT | MEDTRONIC PLC F | $28.50万 | 0.15% | 3,288 | 3,288 | — | $28.50万 | 新建仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $28.10万 | 0.15% | 875 | 159 | 22.2% | $5.11万 | 加仓 |
| WRB | BERKLEY W R CORP | $27.60万 | 0.15% | 4,168 | 424 | 11.3% | $2.81万 | 加仓 |