13F 机构持仓

Strategic Wealth Advisors LLC

SCOTTSDALE AZ · SEC CIK 0002107449

2026Q22026Q1 更早 9 个季度 🔒
$1.17亿2026Q2 申报市值
260持仓数
54.3%前十大占比 · 第一大 9.8%
0 / 15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 9.8%
IVV 7.7%
VBK 6.2%
VBR 5.5%
DFAI 5.4%
VCSH 5.0%
DFAE 4.2%
JPST 3.9%
DFAU 3.3%
DIMENSIONAL ET 3.3%

2026Q2 买入最多 按季末市值估算

SPLV 加仓+$9.81万
SCZ 加仓+$8.54万
MCD 加仓+$8.21万
SPY 加仓+$7.91万
DFIS 加仓+$7.00万

2026Q2 卖出最多 按季末市值估算

IWF 减仓-$693.20万
VUSB 减仓-$288.84万
VO 减仓-$205.26万
JPST 减仓-$104.97万
IEMG 减仓-$87.52万

2026Q2 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
CGGR CAPITAL GROUP GROWTH ETF $00.00%0 -4,095-100.0% -$16.40万 清仓
JPEF J P MORGAN EXCHANGE TRADED F $00.00%0 -1,060-100.0% -$7.60万 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -600-100.0% -$3.10万 清仓
SPYM SPDR SERIES TRUST $00.00%0 -418-100.0% -$3.10万 清仓
— HONEYWELL INTL INC $00.00%0 -116-100.0% -$2.60万 清仓
MGV VANGUARD WORLD FD $00.00%0 -105-100.0% -$1.50万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -28-100.0% -$1.00万 清仓
BOND PIMCO ETF TR $00.00%0 -92-100.0% -$8,000 清仓
— DUPONT DE NEMOURS INC $00.00%0 -44-100.0% -$6,000 清仓
AMAT APPLIED MATLS INC $00.00%0 -19-100.0% -$6,000 清仓
TXN TEXAS INSTRS INC $00.00%0 -26-100.0% -$5,000 清仓
BROS DUTCH BROS INC $00.00%0 -93-100.0% -$4,000 清仓
URI UNITED RENTALS INC $00.00%0 -6-100.0% -$4,000 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -8-100.0% -$3,000 清仓
ET ENERGY TRANSFER L P $00.00%0 -120-100.0% -$2,000 清仓
— 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%20 10100.0% — 加仓
— OPENDOOR TECHNOLOGIES INC $00.00%21 00.0% — 不变
F FORD MTR CO $1,0000.00%150 -528-77.9% -$3,520 减仓
DHI D R HORTON INC $1,0000.00%10 00.0% — 不变
UPS UNITED PARCEL SERVICE INC $1,0000.00%15 00.0% — 不变
CC CHEMOURS CO $1,0000.00%167 84101.2% $503 加仓
CI THE CIGNA GROUP $1,0000.00%7 00.0% — 不变
ARKG ARK ETF TR $1,0000.00%60 00.0% — 不变
HLN HALEON PLC $1,0000.00%150 00.0% — 不变
— PROSHARES TR $1,0000.00%115 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDG L $1,0000.00%50 00.0% — 不变
WCN WASTE CONNECTIONS INC $2,0000.00%13 00.0% — 不变
ALC ALCON AG $2,0000.00%30 00.0% — 不变
DIS DISNEY WALT CO $2,0000.00%26 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
IOT SAMSARA INC $2,0000.00%82 00.0% — 不变
KD KYNDRYL HLDGS INC $2,0000.00%89 00.0% — 不变
ZS ZSCALER INC $2,0000.00%11 00.0% — 不变
— VANECK ETF TRUST $2,0000.00%50 00.0% — 重新持有
KLAC KLA CORP $3,0000.00%3 -57-95.0% -$5.70万 减仓
OXY OCCIDENTAL PETE CORP $3,0000.00%85 00.0% — 不变
OLN OLIN CORP $3,0000.00%180 00.0% — 不变
COHR COHERENT CORP $3,0000.00%20 00.0% — 不变
EFV ISHARES TR $3,0000.00%49 00.0% — 不变
NET CLOUDFLARE INC $3,0000.00%18 212.5% $333 加仓
ROST ROSS STORES INC $3,0000.00%17 00.0% — 不变
DDOG DATADOG INC $3,0000.00%27 28.0% $222 加仓
CCL CARNIVAL CORP $3,0000.00%100 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $3,0000.00%39 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $3,0000.00%17 430.8% $706 加仓
ARGX ARGENX SE $3,0000.00%4 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC $3,0000.00%635 00.0% — 不变
ARKK ARK ETF TR $3,0000.00%44 00.0% — 不变
AME AMETEK INC $3,0000.00%16 00.0% — 重新持有
AZN ASTRAZENECA PLC $3,0000.00%35 00.0% — 重新持有
MRVL MARVELL TECHNOLOGY INC $4,0000.00%52 -25-32.5% -$1,923 减仓
SHW SHERWIN WILLIAMS CO $4,0000.00%13 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
MEAR ISHARES U S ETF TR $4,0000.00%86 00.0% — 不变
INTU INTUIT $4,0000.00%7 00.0% — 不变
GH GUARDANT HEALTH INC $4,0000.00%40 00.0% — 不变
OGN ORGANON & CO $4,0000.00%590 00.0% — 不变
ONON ON HLDG AG $4,0000.00%93 00.0% — 不变
SNOW SNOWFLAKE INC $4,0000.00%22 315.8% $545 加仓
VRRM VERRA MOBILITY CORP $4,0000.00%200 00.0% — 不变
WING WINGSTOP INC $4,0000.00%18 00.0% — 重新持有
AMD ADVANCED MICRO DEVICES INC $5,0000.00%27 -13-32.5% -$2,407 减仓
ODFL OLD DOMINION FREIGHT LINE IN $5,0000.00%36 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $5,0000.00%32 -20-38.5% -$3,125 减仓
BMY BRISTOL-MYERS SQUIBB CO $5,0000.00%111 00.0% — 不变
GSK GSK PLC $5,0000.00%120 00.0% — 不变
HYG ISHARES TR $5,0000.00%70 -5-6.7% -$357 减仓
BAX BAXTER INTL INC $5,0000.00%300 00.0% — 不变
ETN EATON CORP PLC $5,0000.00%16 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $5,0000.00%240 00.0% — 不变
ITOT ISHARES TR $5,0000.00%38 00.0% — 不变
HPQ HP INC $5,0000.00%240 00.0% — 不变
INSM INSMED INC $5,0000.00%29 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $5,0000.00%111 83296.4% $3,739 加仓
DOW DOW INC $6,0000.01%266 00.0% — 不变
HOG HARLEY DAVIDSON INC $6,0000.01%334 00.0% — 不变
EEMV ISHARES INC $6,0000.01%102 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $6,0000.01%17 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $6,0000.01%12 00.0% — 不变
OEF ISHARES TR $6,0000.01%18 00.0% — 不变
DASH DOORDASH INC $6,0000.01%30 00.0% — 不变
VUG VANGUARD INDEX FDS $6,2020.01%72 -360-83.3% -$3.10万 减仓
TGT TARGET CORP $7,0000.01%80 00.0% — 不变
TRGP TARGA RES CORP $7,0000.01%39 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $7,0000.01%14 00.0% — 不变
NUE NUCOR CORP $8,0000.01%55 00.0% — 不变
EWA ISHARES INC $8,0000.01%310 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $8,0000.01%85 00.0% — 不变
APP APPLOVIN CORP $8,0000.01%13 00.0% — 不变
NUVB NUVATION BIO INC $8,0000.01%1,000 00.0% — 不变
LRCX LAM RESEARCH CORP $8,0000.01%48 00.0% — 重新持有
MU MICRON TECHNOLOGY INC $9,0000.01%34 413.3% $1,059 加仓
VIG VANGUARD SPECIALIZED FUNDS $9,0000.01%43 00.0% — 不变
PRU PRUDENTIAL FINL INC $9,0000.01%88 00.0% — 不变
BLOK AMPLIFY ETF TR $9,0000.01%175 00.0% — 不变