Daviman Financial, LLC
FISHERS IN · SEC CIK 0002104394
$1.81亿2026Q2 申报市值
92持仓数
53.8%前十大占比 · 第一大 14.0%
8 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$829.32万
BRTR 新建仓+$493.34万
CORO 加仓+$425.61万
IALT 新建仓+$314.06万
IDEF 新建仓+$311.81万
2026Q2 卖出最多 按季末市值估算
USFR 清仓-$619.01万
ACWX 减仓-$494.53万
QUAL 减仓-$419.60万
EFV 减仓-$353.13万
IAGG 减仓-$296.65万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,532.86万 | 13.98% | 288,218 | 94,370 | 48.7% | $829.32万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,080.59万 | 5.97% | 295,242 | 116,288 | 65.0% | $425.61万 | 加仓 |
| IVW | ISHARES TR | $1,068.11万 | 5.90% | 77,664 | -1,123 | -1.4% | -$15.44万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $958.36万 | 5.29% | 140,914 | -19,501 | -12.2% | -$132.63万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $924.38万 | 5.10% | 399,645 | 2,137 | 0.5% | $4.94万 | 加仓 |
| IVE | ISHARES TR | $909.43万 | 5.02% | 40,052 | -11,200 | -21.9% | -$254.31万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $610.97万 | 3.37% | 115,889 | -15,506 | -11.8% | -$81.75万 | 减仓 |
| IUSB | ISHARES TR | $599.11万 | 3.31% | 129,818 | -4 | -0.0% | -$185 | 减仓 |
| GOVT | ISHARES TR | $568.38万 | 3.14% | 249,508 | 62,787 | 33.6% | $143.03万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $493.34万 | 2.72% | 98,031 | 98,031 | — | $493.34万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $465.79万 | 2.57% | 28,835 | -7,863 | -21.4% | -$127.02万 | 减仓 |
| MBB | ISHARES TR | $456.06万 | 2.52% | 48,250 | 1,512 | 3.2% | $14.29万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $433.61万 | 2.39% | 95,132 | -63,494 | -40.0% | -$289.40万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $355.00万 | 1.96% | 36,791 | -13,268 | -26.5% | -$128.02万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $327.77万 | 1.81% | 65,073 | -3,319 | -4.9% | -$16.72万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $325.48万 | 1.80% | 75,501 | -31,127 | -29.2% | -$134.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $314.24万 | 1.73% | 8,492 | 0 | 0.0% | — | 不变 |
| IALT | BLACKROCK ETF TRUST | $314.06万 | 1.73% | 111,963 | 111,963 | — | $314.06万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $311.81万 | 1.72% | 98,114 | 98,114 | — | $311.81万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $284.51万 | 1.57% | 56,574 | 56,574 | — | $284.51万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $279.89万 | 1.55% | 53,476 | -9,120 | -14.6% | -$47.73万 | 减仓 |
| MUB | ISHARES TR | $229.34万 | 1.27% | 21,310 | -8,083 | -27.5% | -$86.99万 | 减仓 |
| EFG | ISHARES TR | $173.70万 | 0.96% | 13,961 | 12,138 | 665.8% | $151.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $170.64万 | 0.94% | 8,528 | 438 | 5.4% | $8.76万 | 加仓 |
| SGOV | ISHARES TR | $170.55万 | 0.94% | 16,942 | -6,985 | -29.2% | -$70.32万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $167.24万 | 0.92% | 2,435 | 5 | 0.2% | $3,434 | 加仓 |
| AAPL | APPLE INC | $150.16万 | 0.83% | 5,189 | 70 | 1.4% | $2.03万 | 加仓 |
| GLDM | WORLD GOLD TR | $146.41万 | 0.81% | 18,435 | 1,611 | 9.6% | $12.79万 | 加仓 |
| QUAL | ISHARES TR | $122.40万 | 0.68% | 5,578 | -19,122 | -77.4% | -$419.60万 | 减仓 |
| CAT | CATERPILLAR INC | $117.79万 | 0.65% | 1,106 | -17 | -1.5% | -$1.81万 | 减仓 |
| EFV | ISHARES TR | $117.47万 | 0.65% | 15,345 | -46,131 | -75.0% | -$353.13万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $107.60万 | 0.59% | 32,323 | -736 | -2.2% | -$2.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $103.23万 | 0.57% | 2,767 | 192 | 7.5% | $7.16万 | 加仓 |
| TQQQ | PROSHARES TR | $102.92万 | 0.57% | 12,706 | -886 | -6.5% | -$7.18万 | 减仓 |
| IEMG | ISHARES INC | $99.26万 | 0.55% | 11,982 | -1,292 | -9.7% | -$10.70万 | 减仓 |
| GOOGL | ALPHABET INC | $98.00万 | 0.54% | 2,742 | -22 | -0.8% | -$7,863 | 减仓 |
| VXUS | VANGUARD STAR FDS | $92.85万 | 0.51% | 10,861 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $91.51万 | 0.51% | 3,020 | 5 | 0.2% | $1,515 | 加仓 |
| ACWX | ISHARES TR | $89.79万 | 0.50% | 11,797 | -64,976 | -84.6% | -$494.53万 | 减仓 |
| VO | VANGUARD INDEX FDS | $84.41万 | 0.47% | 10,476 | -704 | -6.3% | -$5.67万 | 减仓 |
| IBCA | ISHARES TR | $84.34万 | 0.47% | 32,932 | 4,618 | 16.3% | $11.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $75.85万 | 0.42% | 1,030 | 2 | 0.2% | $1,473 | 加仓 |
| AVGO | BROADCOM INC | $73.78万 | 0.41% | 1,953 | -25 | -1.3% | -$9,444 | 减仓 |
| SO | SOUTHERN CO | $70.79万 | 0.39% | 7,397 | -49 | -0.7% | -$4,690 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $68.16万 | 0.38% | 14,801 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $66.33万 | 0.37% | 7,700 | -400 | -4.9% | -$3.45万 | 减仓 |
| — | EXXON MOBIL CORP | $63.16万 | 0.35% | 4,619 | 120 | 2.7% | $1.64万 | 加仓 |
| AMZN | AMAZON COM INC | $61.35万 | 0.34% | 2,574 | -45 | -1.7% | -$1.07万 | 减仓 |
| BYLD | ISHARES TR | $59.83万 | 0.33% | 26,413 | 881 | 3.5% | $2.00万 | 加仓 |
| SMH | VANECK ETF TRUST | $58.90万 | 0.33% | 898 | -3 | -0.3% | -$1,968 | 减仓 |
| IWY | ISHARES TR | $58.53万 | 0.32% | 2,014 | -12 | -0.6% | -$3,487 | 减仓 |
| LLY | ELI LILLY & CO | $55.06万 | 0.30% | 459 | 5 | 1.1% | $5,998 | 加仓 |
| SPYG | SPDR SERIES TRUST | $54.72万 | 0.30% | 4,599 | -3 | -0.1% | -$357 | 减仓 |
| HEFA | ISHARES TR | $54.02万 | 0.30% | 11,512 | -13 | -0.1% | -$610 | 减仓 |
| IAGG | ISHARES TR | $50.30万 | 0.28% | 9,940 | -58,627 | -85.5% | -$296.65万 | 减仓 |
| SYSB | ISHARES TR | $48.94万 | 0.27% | 5,517 | 1,259 | 29.6% | $11.17万 | 加仓 |
| TSLA | TESLA INC | $48.87万 | 0.27% | 1,162 | -2 | -0.2% | -$841 | 减仓 |
| IYW | ISHARES TR | $47.90万 | 0.26% | 1,899 | 356 | 23.1% | $8.98万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $47.37万 | 0.26% | 7,792 | 39 | 0.5% | $2,371 | 加仓 |
| IBDX | ISHARES TR | $39.50万 | 0.22% | 15,681 | 1,596 | 11.3% | $4.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $38.41万 | 0.21% | 1,173 | -9 | -0.8% | -$2,947 | 减仓 |
| META | META PLATFORMS INC | $38.36万 | 0.21% | 681 | -102 | -13.0% | -$5.75万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $33.84万 | 0.19% | 10,622 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $33.40万 | 0.18% | 1,327 | -224 | -14.4% | -$5.64万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $32.51万 | 0.18% | 5,310 | -1,266 | -19.3% | -$7.75万 | 减仓 |
| VLO | VALERO ENERGY CORP | $32.16万 | 0.18% | 1,235 | 4 | 0.3% | $1,042 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $31.24万 | 0.17% | 13,282 | 13,282 | — | $31.24万 | 新建仓 |
| UPRO | PROSHARES TR | $30.60万 | 0.17% | 2,158 | -423 | -16.4% | -$6.00万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $29.24万 | 0.16% | 2,609 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.97万 | 0.16% | 2,558 | -528 | -17.1% | -$5.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.81万 | 0.16% | 496 | 496 | — | $28.81万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $28.30万 | 0.16% | 1,114 | 44 | 4.1% | $1.12万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $28.01万 | 0.15% | 8,832 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $27.89万 | 0.15% | 2,375 | 2,375 | — | $27.89万 | 新建仓 |
| UDOW | PROSHARES TR | $27.68万 | 0.15% | 3,949 | -545 | -12.1% | -$3.82万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $27.36万 | 0.15% | 11,284 | 11,284 | — | $27.36万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $26.95万 | 0.15% | 1,109 | -46 | -4.0% | -$1.12万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $26.56万 | 0.15% | 23,547 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $26.47万 | 0.15% | 1,075 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $25.87万 | 0.14% | 906 | -99 | -9.9% | -$2.83万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.23万 | 0.14% | 1,721 | -6 | -0.3% | -$880 | 减仓 |
| IBMR | ISHARES TR | $24.74万 | 0.14% | 9,743 | -315 | -3.1% | -$7,998 | 减仓 |
| HD | HOME DEPOT INC | $24.63万 | 0.14% | 698 | -14 | -2.0% | -$4,940 | 减仓 |
| VOT | VANGUARD INDEX FDS | $23.80万 | 0.13% | 777 | -17 | -2.1% | -$5,207 | 减仓 |
| AGZ | ISHARES TR | $23.56万 | 0.13% | 2,156 | -76 | -3.4% | -$8,305 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $22.98万 | 0.13% | 1,548 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES TR | $22.85万 | 0.13% | 9,769 | 682 | 7.5% | $1.60万 | 加仓 |
| SHLD | GLOBAL X FDS | $22.36万 | 0.12% | 3,745 | -33,048 | -89.8% | -$197.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.86万 | 0.12% | 924 | 0 | 0.0% | — | 重新持有 |
| AMAT | APPLIED MATLS INC | $21.84万 | 0.12% | 302 | -2,008 | -86.9% | -$145.23万 | 重新持有 |
| MSTR | STRATEGY INC | $21.18万 | 0.12% | 2,437 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $20.14万 | 0.11% | 1,218 | -1,298 | -51.6% | -$21.47万 | 减仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -122,966 | -100.0% | -$619.01万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,938 | -100.0% | -$24.99万 | 清仓 |