Daviman Financial, LLC
FISHERS IN · SEC CIK 0002104394
$1.69亿2026Q1 申报市值
84持仓数
49.4%前十大占比 · 第一大 8.8%
6 / 9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
CORO 新建仓+$575.39万
ACWX 新建仓+$525.66万
GOVT 加仓+$374.00万
BLCR 新建仓+$280.82万
SPYM 加仓+$269.56万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$767.99万
IEMG 减仓-$453.96万
EFV 减仓-$278.14万
GLDM 减仓-$171.91万
EMB 清仓-$131.15万
2026Q1 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 | $1,483.71万 | 8.77% | 193,848 | 35,218 | 22.2% | $269.56万 | 加仓 |
| IVE | ISHARES TR | $1,082.18万 | 6.40% | 51,252 | 1,256 | 2.5% | $26.52万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $933.29万 | 5.52% | 160,415 | -14,494 | -8.3% | -$84.33万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $923.01万 | 5.46% | 397,508 | 7,562 | 1.9% | $17.56万 | 加仓 |
| IVW | ISHARES TR | $891.16万 | 5.27% | 78,787 | 2,133 | 2.8% | $24.13万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $727.46万 | 4.30% | 158,626 | 8,224 | 5.5% | $37.72万 | 加仓 |
| USFR | WISDOMTREE TR | $619.01万 | 3.66% | 122,966 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $599.65万 | 3.55% | 129,822 | 4,920 | 3.9% | $22.73万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $575.39万 | 3.40% | 178,954 | 178,954 | — | $575.39万 | 新建仓 |
| ACWX | ISHARES TR | $525.66万 | 3.11% | 76,773 | 76,773 | — | $525.66万 | 新建仓 |
| QUAL | ISHARES TR | $473.77万 | 2.80% | 24,700 | -130 | -0.5% | -$2.49万 | 减仓 |
| EFV | ISHARES TR | $457.08万 | 2.70% | 61,476 | -37,410 | -37.8% | -$278.14万 | 减仓 |
| MBB | ISHARES TR | $443.78万 | 2.62% | 46,738 | 556 | 1.2% | $5.28万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $432.95万 | 2.56% | 131,395 | 7,169 | 5.8% | $23.62万 | 加仓 |
| GOVT | ISHARES TR | $427.78万 | 2.53% | 186,721 | 163,249 | 695.5% | $374.00万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $411.43万 | 2.43% | 36,698 | 3,071 | 9.1% | $34.43万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $403.38万 | 2.39% | 50,059 | 12,663 | 33.9% | $102.04万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $386.21万 | 2.28% | 106,628 | 7,109 | 7.1% | $25.75万 | 加仓 |
| IAGG | ISHARES TR | $343.11万 | 2.03% | 68,567 | 3,713 | 5.7% | $18.58万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $325.06万 | 1.92% | 62,596 | -11,278 | -15.3% | -$58.57万 | 减仓 |
| MUB | ISHARES TR | $312.01万 | 1.85% | 29,393 | 5,049 | 20.7% | $53.60万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $280.82万 | 1.66% | 68,392 | 68,392 | — | $280.82万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $272.43万 | 1.61% | 8,492 | -254 | -2.9% | -$8.15万 | 减仓 |
| SHLD | GLOBAL X FDS | $260.64万 | 1.54% | 36,793 | 15,398 | 72.0% | $109.08万 | 加仓 |
| SGOV | ISHARES TR | $240.85万 | 1.42% | 23,927 | -3,166 | -11.7% | -$31.87万 | 减仓 |
| GLDM | WORLD GOLD TR | $155.94万 | 0.92% | 16,824 | -18,546 | -52.4% | -$171.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $145.18万 | 0.86% | 2,430 | -4 | -0.2% | -$2,390 | 减仓 |
| NVDA | NVIDIA CORPORATION | $141.09万 | 0.83% | 8,090 | 439 | 5.7% | $7.66万 | 加仓 |
| AAPL | APPLE INC | $129.92万 | 0.77% | 5,119 | -29 | -0.6% | -$7,360 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $127.01万 | 0.75% | 33,059 | 96 | 0.3% | $3,688 | 加仓 |
| MSFT | MICROSOFT CORP | $95.33万 | 0.56% | 2,575 | 285 | 12.4% | $10.55万 | 加仓 |
| IEMG | ISHARES INC | $92.59万 | 0.55% | 13,274 | -65,084 | -83.1% | -$453.96万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $83.75万 | 0.50% | 10,861 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $80.27万 | 0.47% | 2,795 | -564 | -16.8% | -$16.20万 | 减仓 |
| CAT | CATERPILLAR INC | $79.57万 | 0.47% | 1,123 | 131 | 13.2% | $9.28万 | 加仓 |
| GOOGL | ALPHABET INC | $79.48万 | 0.47% | 2,764 | 296 | 12.0% | $8.51万 | 加仓 |
| — | EXXON MOBIL CORP | $76.33万 | 0.45% | 4,499 | 662 | 17.3% | $11.23万 | 加仓 |
| IBCA | ISHARES TR | $72.60万 | 0.43% | 28,314 | 3,920 | 16.1% | $10.05万 | 加仓 |
| SO | SOUTHERN CO | $71.86万 | 0.42% | 7,446 | 58 | 0.8% | $5,598 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $71.63万 | 0.42% | 3,015 | 199 | 7.1% | $4.73万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $68.19万 | 0.40% | 14,801 | 14,801 | — | $68.19万 | 新建仓 |
| AVGO | BROADCOM INC | $61.22万 | 0.36% | 1,978 | 501 | 33.9% | $15.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $59.33万 | 0.35% | 1,028 | -96 | -8.5% | -$5.54万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $58.99万 | 0.35% | 1,350 | 1 | 0.1% | $437 | 加仓 |
| BYLD | ISHARES TR | $57.52万 | 0.34% | 25,532 | -4,078 | -13.8% | -$9.19万 | 减仓 |
| TQQQ | PROSHARES TR | $56.65万 | 0.34% | 13,592 | 179 | 1.3% | $7,461 | 加仓 |
| AMZN | AMAZON COM INC | $54.55万 | 0.32% | 2,619 | 7 | 0.3% | $1,458 | 加仓 |
| IWY | ISHARES TR | $50.41万 | 0.30% | 2,026 | -644 | -24.1% | -$16.03万 | 减仓 |
| HEFA | ISHARES TR | $48.98万 | 0.29% | 11,525 | -2,971 | -20.5% | -$12.63万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $45.06万 | 0.27% | 4,602 | 2 | 0.0% | $196 | 加仓 |
| META | META PLATFORMS INC | $44.80万 | 0.26% | 783 | -42 | -5.1% | -$2.40万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $43.87万 | 0.26% | 7,753 | -1,394 | -15.2% | -$7.89万 | 减仓 |
| TSLA | TESLA INC | $43.27万 | 0.26% | 1,164 | 133 | 12.9% | $4.94万 | 加仓 |
| LLY | ELI LILLY & CO | $41.76万 | 0.25% | 454 | 16 | 3.7% | $1.47万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $39.10万 | 0.23% | 10,622 | 4,035 | 61.3% | $14.85万 | 加仓 |
| WMT | WALMART INC | $38.35万 | 0.23% | 3,086 | 445 | 16.8% | $5.53万 | 加仓 |
| SYSB | ISHARES TR | $37.90万 | 0.22% | 4,258 | -448 | -9.5% | -$3.99万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $35.87万 | 0.21% | 6,576 | -140,791 | -95.5% | -$767.99万 | 减仓 |
| IBDX | ISHARES TR | $35.59万 | 0.21% | 14,085 | 4,256 | 43.3% | $10.75万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $35.32万 | 0.21% | 23,547 | 10,546 | 81.1% | $15.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.78万 | 0.21% | 1,182 | 7 | 0.6% | $2,060 | 加仓 |
| SMH | VANECK ETF TRUST | $34.54万 | 0.20% | 901 | -50 | -5.3% | -$1.92万 | 减仓 |
| ABBV | ABBVIE INC | $33.74万 | 0.20% | 1,551 | 67 | 4.5% | $1.46万 | 加仓 |
| VLO | VALERO ENERGY CORP | $30.42万 | 0.18% | 1,231 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $30.41万 | 0.18% | 2,437 | -4,231 | -63.5% | -$52.80万 | 减仓 |
| IYW | ISHARES TR | $27.99万 | 0.17% | 1,543 | -115 | -6.9% | -$2.09万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.10万 | 0.16% | 8,832 | -943 | -9.6% | -$2.89万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $27.00万 | 0.16% | 2,516 | 2,516 | — | $27.00万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $26.16万 | 0.15% | 1,070 | 92 | 9.4% | $2.25万 | 加仓 |
| IBMR | ISHARES TR | $25.50万 | 0.15% | 10,058 | 1,419 | 16.4% | $3.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $25.09万 | 0.15% | 1,155 | -173 | -13.0% | -$3.76万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $25.04万 | 0.15% | 2,609 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $25.03万 | 0.15% | 2,581 | -3 | -0.1% | -$291 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.99万 | 0.15% | 4,938 | -271 | -5.2% | -$1.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.94万 | 0.15% | 1,727 | -198 | -10.3% | -$2.86万 | 减仓 |
| AGZ | ISHARES TR | $24.49万 | 0.14% | 2,232 | -2,540 | -53.2% | -$27.87万 | 减仓 |
| HD | HOME DEPOT INC | $23.42万 | 0.14% | 712 | 54 | 8.2% | $1.78万 | 加仓 |
| UDOW | PROSHARES TR | $22.55万 | 0.13% | 4,494 | 118 | 2.7% | $5,921 | 加仓 |
| VXF | VANGUARD INDEX FDS | $22.12万 | 0.13% | 1,075 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES TR | $21.16万 | 0.13% | 9,087 | 9,087 | — | $21.16万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $20.91万 | 0.12% | 1,005 | 81 | 8.8% | $1.69万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $20.84万 | 0.12% | 1,548 | -414 | -21.1% | -$5.57万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $20.43万 | 0.12% | 794 | -161 | -16.9% | -$4.14万 | 减仓 |
| EFG | ISHARES TR | $20.30万 | 0.12% | 1,823 | -365 | -16.7% | -$4.06万 | 减仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -13,621 | -100.0% | -$131.15万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,475 | -100.0% | -$74.14万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,726 | -100.0% | -$32.96万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,959 | -100.0% | -$31.27万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,646 | -100.0% | -$26.06万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,474 | -100.0% | -$25.73万 | 清仓 |
| QMOM | EA SERIES TRUST | $0 | 0.00% | 0 | -3,111 | -100.0% | -$20.31万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -3,909 | -100.0% | -$20.17万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -36,079 | -100.0% | -$13.89万 | 清仓 |