Steffes Financial, Ltd.
OVERLAND PARK KS · SEC CIK 0002110878
$1.89亿2026Q1 申报市值
32持仓数
93.5%前十大占比 · 第一大 29.5%
5 / 0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
SCHG 加仓+$217.41万
VEA 加仓+$210.13万
VOOG 加仓+$165.52万
VXUS 加仓+$112.97万
VCRB 新建仓+$101.88万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$57.18万
GOOGL 减仓-$49.17万
AMZN 减仓-$48.28万
ITOT 减仓-$43.70万
IJH 减仓-$28.00万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $5,595.16万 | 29.53% | 392,836 | -3,068 | -0.8% | -$43.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,299.72万 | 22.69% | 71,956 | 1,210 | 1.7% | $72.30万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,380.97万 | 12.56% | 817,361 | 74,634 | 10.0% | $217.41万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,096.03万 | 11.06% | 51,412 | 4,060 | 8.6% | $165.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,831.65万 | 9.67% | 285,838 | 32,792 | 13.0% | $210.13万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $573.94万 | 3.03% | 134,918 | 1,875 | 1.4% | $7.98万 | 加仓 |
| AAPL | APPLE INC | $307.16万 | 1.62% | 12,103 | -2,253 | -15.7% | -$57.18万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $281.76万 | 1.49% | 19,025 | -855 | -4.3% | -$12.66万 | 减仓 |
| GOOGL | ALPHABET INC | $187.72万 | 0.99% | 6,528 | -1,710 | -20.8% | -$49.17万 | 减仓 |
| VB | VANGUARD INDEX FDS | $172.89万 | 0.91% | 6,601 | -83 | -1.2% | -$2.17万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $165.39万 | 0.87% | 21,448 | 14,650 | 215.5% | $112.97万 | 加仓 |
| AMZN | AMAZON COM INC | $137.40万 | 0.73% | 6,597 | -2,318 | -26.0% | -$48.28万 | 减仓 |
| GOOG | ALPHABET INC | $114.94万 | 0.61% | 4,007 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $101.88万 | 0.54% | 13,166 | 13,166 | — | $101.88万 | 新建仓 |
| IJH | ISHARES TR | $78.27万 | 0.41% | 11,591 | -4,147 | -26.4% | -$28.00万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $64.32万 | 0.34% | 20,965 | -8,815 | -29.6% | -$27.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $59.42万 | 0.31% | 3,407 | -457 | -11.8% | -$7.97万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $54.63万 | 0.29% | 1,703 | 1 | 0.1% | $321 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $52.20万 | 0.28% | 6,308 | 6,308 | — | $52.20万 | 新建仓 |
| PFE | PFIZER INC | $51.76万 | 0.27% | 18,432 | 295 | 1.6% | $8,284 | 加仓 |
| LIN | LINDE PLC | $42.59万 | 0.22% | 859 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $41.72万 | 0.22% | 1,127 | 4 | 0.4% | $1,481 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $38.39万 | 0.20% | 15,294 | 47 | 0.3% | $1,180 | 加仓 |
| TSLA | TESLA INC | $29.70万 | 0.16% | 799 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $27.80万 | 0.15% | 279 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.62万 | 0.14% | 2,142 | 2 | 0.1% | $249 | 加仓 |
| GLD | SPDR GOLD TR | $24.35万 | 0.13% | 566 | 566 | — | $24.35万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $23.89万 | 0.13% | 4,081 | 4,081 | — | $23.89万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $23.33万 | 0.12% | 635 | 2 | 0.3% | $735 | 加仓 |
| OKE | ONEOK INC NEW | $22.34万 | 0.12% | 2,472 | 2,472 | — | $22.34万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $20.86万 | 0.11% | 3,825 | 1 | 0.0% | $55 | 加仓 |
| IJR | ISHARES TR | $20.47万 | 0.11% | 1,647 | -563 | -25.5% | -$7.00万 | 减仓 |