13F 机构持仓

Strategic Wealth Advisors LLC

SCOTTSDALE AZ · SEC CIK 0002107449

2026Q22026Q1 更早 9 个季度 🔒
$1.25亿2026Q1 申报市值
267持仓数
53.6%前十大占比 · 第一大 8.7%
13 / 0新建仓 / 清仓
申报市值走势$1.17亿2026Q2
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

SPY 8.7%
IVV 7.3%
VBK 5.7%
VBR 5.3%
DFAI 5.2%
VCSH 5.1%
DFAE 4.7%
JPST 4.5%
DIMENSIONAL ET 3.4%
VUSB 3.4%

2026Q1 买入最多 按季末市值估算

VUSB 加仓+$288.54万
JPST 加仓+$105.02万
IEMG 加仓+$90.82万
DFAE 加仓+$75.99万
IVV 加仓+$56.76万

2026Q1 卖出最多 按季末市值估算

SPLV 减仓-$10.05万
SCZ 减仓-$8.64万
MCD 减仓-$8.35万
SPY 减仓-$7.54万
DFIS 减仓-$7.15万

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
ORCL ORACLE CORP $00.00%0 —— — 申报中断
LRCX LAM RESEARCH CORP $00.00%0 —— — 申报中断
WING WINGSTOP INC $00.00%0 —— — 申报中断
AZN ASTRAZENECA PLC $00.00%0 —— — 申报中断
AME AMETEK INC $00.00%0 —— — 申报中断
— VANECK ETF TRUST $00.00%0 —— — 申报中断
NCLH NORWEGIAN CRUISE LINE HLDGS $00.00%50 00.0% — 不变
— PROSHARES TR $00.00%115 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $00.00%21 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $00.00%21 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $00.00%10 00.0% — 不变
DVN DEVON ENERGY CORP NEW $00.00%10 -10-50.0% — 减仓
— OPENDOOR TECHNOLOGIES INC $00.00%21 00.0% — 不变
KD KYNDRYL HLDGS INC $1,0000.00%89 00.0% — 不变
ZS ZSCALER INC $1,0000.00%11 00.0% — 不变
CC CHEMOURS CO $1,0000.00%83 -84-50.3% -$1,012 减仓
HLN HALEON PLC $1,0000.00%150 00.0% — 不变
ARKG ARK ETF TR $1,0000.00%60 00.0% — 不变
UPS UNITED PARCEL SVCS INC $1,0000.00%15 00.0% — 不变
DHI D R HORTON INC $1,0000.00%10 00.0% — 不变
CI THE CIGNA GROUP $1,0000.00%7 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2,0000.00%28 -83-74.8% -$5,929 减仓
VRRM VERRA MOBILITY CORP $2,0000.00%200 00.0% — 不变
SNOW SNOWFLAKE INC $2,0000.00%19 -3-13.6% -$316 减仓
TKO TKO GROUP HOLDINGS INC $2,0000.00%13 -4-23.5% -$615 减仓
CCL CARNIVAL CORP $2,0000.00%100 00.0% — 不变
ARKK ARK ETF TR $2,0000.00%44 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC $2,0000.00%635 00.0% — 不变
DDOG DATADOG INC $2,0000.00%25 -2-7.4% -$160 减仓
BSX BOSTON SCIENTIFIC CORP $2,0000.00%39 00.0% — 不变
ARGX ARGENX SE $2,0000.00%4 00.0% — 不变
CAG CONAGRA BRANDS INC $2,0000.00%167 00.0% — 不变
IJS ISHARES TR $2,0000.00%24 00.0% — 不变
DIS DISNEY WALT CO $2,0000.00%26 00.0% — 不变
IOT SAMSARA INC $2,0000.00%82 00.0% — 不变
ALC ALCON AG $2,0000.00%30 00.0% — 不变
WCN WASTE CONNECTIONS INC $2,0000.00%13 00.0% — 不变
ET ENERGY TRANSFER L P $2,0000.00%120 120— $2,000 新建仓
GH GUARDANT HEALTH INC $3,0000.00%40 00.0% — 不变
ONON ON HLDG AG $3,0000.00%93 00.0% — 不变
INTU INTUIT $3,0000.00%7 00.0% — 不变
OGN ORGANON & CO $3,0000.00%590 00.0% — 不变
EFV ISHARES TR $3,0000.00%49 00.0% — 不变
ROST ROSS STORES INC $3,0000.00%17 00.0% — 不变
NET CLOUDFLARE INC $3,0000.00%16 -2-11.1% -$375 减仓
MSI MOTOROLA SOLUTIONS INC $3,0000.00%8 8— $3,000 新建仓
NUVB NUVATION BIO INC $4,0000.00%1,000 00.0% — 不变
DASH DOORDASH INC $4,0000.00%30 00.0% — 不变
HPQ HP INC $4,0000.00%240 00.0% — 不变
INSM INSMED INC $4,0000.00%29 00.0% — 不变
SHW SHERWIN WILLIAMS CO $4,0000.00%13 00.0% — 不变
MEAR ISHARES U S ETF TR $4,0000.00%86 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $4,0000.00%7 00.0% — 不变
CLX CLOROX CO DEL $4,0000.00%40 00.0% — 不变
COHR COHERENT CORP $4,0000.00%20 00.0% — 不变
BROS DUTCH BROS INC $4,0000.00%93 93— $4,000 新建仓
URI UNITED RENTALS INC $4,0000.00%6 6— $4,000 新建仓
APP APPLOVIN CORP $5,0000.00%13 00.0% — 不变
OEF ISHARES TR $5,0000.00%18 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $5,0000.00%12 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $5,0000.00%240 00.0% — 不变
BAX BAXTER INTL INC $5,0000.00%300 00.0% — 不变
ETN EATON CORP PLC $5,0000.00%16 00.0% — 不变
ITOT ISHARES TR $5,0000.00%38 00.0% — 不变
HYG ISHARES TR $5,0000.00%75 57.1% $333 加仓
OLN OLIN CORP $5,0000.00%180 00.0% — 不变
OXY OCCIDENTAL PETE CORP $5,0000.00%85 00.0% — 不变
TXN TEXAS INSTRS INC $5,0000.00%26 26— $5,000 新建仓
— DUPONT DE NEMOURS INC $6,0000.00%133 -133-50.0% -$6,000 减仓
ISRG INTUITIVE SURGICAL INC $6,0000.00%14 00.0% — 不变
EEMV ISHARES INC $6,0000.00%102 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $6,0000.00%17 00.0% — 不变
HOG HARLEY DAVIDSON INC $6,0000.00%334 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $6,0000.00%111 00.0% — 不变
GSK GSK PLC $6,0000.00%120 00.0% — 不变
AMAT APPLIED MATLS INC $6,0000.00%19 19— $6,000 新建仓
Q QNITY ELECTRONICS INC $7,0000.01%66 -66-50.0% -$7,000 减仓
ODFL OLD DOMINION FREIGHT LINE IN $7,0000.01%36 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $7,0000.01%52 2062.5% $2,692 加仓
MRVL MARVELL TECHNOLOGY INC $7,0000.01%77 2548.1% $2,273 加仓
F FORD MTR CO $7,0000.01%678 528352.0% $5,451 加仓
BLOK AMPLIFY ETF TR $8,0000.01%175 00.0% — 不变
PRU PRUDENTIAL FINL INC $8,0000.01%88 00.0% — 不变
ESGU ISHARES TR $8,0000.01%61 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $8,0000.01%85 00.0% — 不变
EWA ISHARES INC $8,0000.01%310 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $8,0000.01%40 1348.1% $2,600 加仓
KLAC KLA CORP $8,0000.01%6 3100.0% $4,000 加仓
BOND PIMCO ETF TR $8,0000.01%92 92— $8,000 新建仓
V VISA INC $9,0000.01%33 -23-41.1% -$6,273 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $9,0000.01%128 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $9,0000.01%43 00.0% — 不变
NUE NUCOR CORP $9,0000.01%55 00.0% — 不变
TRGP TARGA RES CORP $9,0000.01%39 00.0% — 不变
TGT TARGET CORP $9,0000.01%80 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $1.00万0.01%187 00.0% — 不变
MU MICRON TECHNOLOGY INC $1.00万0.01%30 -4-11.8% -$1,333 减仓
CRWD CROWDSTRIKE HLDGS INC $1.00万0.01%28 28— $1.00万 新建仓
FITB FIFTH THIRD BANCORP $1.10万0.01%257 -257-50.0% -$1.10万 减仓
PHAT PHATHOM PHARMACEUTICALS INC $1.10万0.01%1,000 00.0% — 不变