Steffes Financial, Ltd.
OVERLAND PARK KS · SEC CIK 0002110878
$2.32亿2026Q2 申报市值
36持仓数
92.8%前十大占比 · 第一大 28.5%
4 / 0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
VEA 加仓+$240.68万
VCRB 加仓+$235.54万
VOO 加仓+$168.54万
ITOT 加仓+$154.58万
VXUS 加仓+$80.79万
2026Q2 卖出最多 按季末市值估算
IJH 减仓-$4.19万
VTI 减仓-$1.33万
GOOGL 减仓-$3,574
SCHD 减仓-$3,266
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $6,607.70万 | 28.53% | 402,246 | 9,410 | 2.4% | $154.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,110.52万 | 22.06% | 74,410 | 2,454 | 3.4% | $168.54万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,817.77万 | 12.17% | 832,673 | 15,312 | 1.9% | $51.82万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,605.22万 | 11.25% | 315,325 | 6,853 | 2.2% | $56.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,277.27万 | 9.83% | 319,617 | 33,779 | 11.8% | $240.68万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $723.36万 | 3.12% | 146,787 | 11,869 | 8.8% | $58.49万 | 加仓 |
| AAPL | APPLE INC | $384.50万 | 1.66% | 13,288 | 1,185 | 9.8% | $34.29万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $358.38万 | 1.55% | 22,678 | 3,653 | 19.2% | $57.73万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $337.22万 | 1.46% | 43,663 | 30,497 | 231.6% | $235.54万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $264.15万 | 1.14% | 30,898 | 9,450 | 44.1% | $80.79万 | 加仓 |
| GOOGL | ALPHABET INC | $232.94万 | 1.01% | 6,518 | -10 | -0.2% | -$3,574 | 减仓 |
| VB | VANGUARD INDEX FDS | $229.70万 | 0.99% | 7,578 | 977 | 14.8% | $29.61万 | 加仓 |
| AMZN | AMAZON COM INC | $162.33万 | 0.70% | 6,811 | 214 | 3.2% | $5.10万 | 加仓 |
| GOOG | ALPHABET INC | $148.22万 | 0.64% | 4,195 | 188 | 4.7% | $6.64万 | 加仓 |
| IJH | ISHARES TR | $85.19万 | 0.37% | 11,048 | -543 | -4.7% | -$4.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $73.51万 | 0.32% | 3,674 | 267 | 7.8% | $5.34万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $70.85万 | 0.31% | 8,572 | 2,264 | 35.9% | $18.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $66.15万 | 0.29% | 20,862 | -103 | -0.5% | -$3,266 | 减仓 |
| VTI | VANGUARD INDEX FDS | $61.70万 | 0.27% | 1,667 | -36 | -2.1% | -$1.33万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $55.64万 | 0.24% | 5,615 | 5,615 | — | $55.64万 | 新建仓 |
| MSFT | MICROSOFT CORP | $47.11万 | 0.20% | 1,263 | 136 | 12.1% | $5.07万 | 加仓 |
| PFE | PFIZER INC | $45.11万 | 0.19% | 18,733 | 301 | 1.6% | $7,248 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $44.66万 | 0.19% | 15,422 | 128 | 0.8% | $3,707 | 加仓 |
| LIN | LINDE PLC | $44.58万 | 0.19% | 859 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $36.10万 | 0.16% | 482 | 482 | — | $36.10万 | 新建仓 |
| TSLA | TESLA INC | $34.74万 | 0.15% | 826 | 27 | 3.4% | $1.14万 | 加仓 |
| MGK | VANGUARD WORLD FD | $27.91万 | 0.12% | 3,175 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.10万 | 0.11% | 279 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $25.11万 | 0.11% | 1,693 | 46 | 2.8% | $6,822 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $24.37万 | 0.11% | 2,526 | 2,526 | — | $24.37万 | 新建仓 |
| WMT | WALMART INC | $24.36万 | 0.11% | 2,151 | 9 | 0.4% | $1,019 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $23.75万 | 0.10% | 4,081 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $23.42万 | 0.10% | 3,825 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $21.49万 | 0.09% | 2,472 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $20.85万 | 0.09% | 566 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $20.55万 | 0.09% | 671 | 671 | — | $20.55万 | 新建仓 |