Silver Grove Financial Group, Inc.
ORCHARD PARK NY · SEC CIK 0002111172
$1.24亿2026Q1 申报市值
510持仓数
39.0%前十大占比 · 第一大 7.4%
371 / 5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
EDGF 加仓+$190.24万
DFAI 加仓+$65.59万
VB 新建仓+$53.15万
GEV 新建仓+$38.50万
AMAT 新建仓+$32.68万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$99.25万
DIMENSIONAL ETF 减仓-$69.87万
BRK/B 减仓-$64.50万
IJH 减仓-$44.83万
EDGH 减仓-$40.97万
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 |
|---|---|---|---|---|---|---|---|---|
| USHY | ISHARES BROAD | $117.96万 | 0.95% | 32,020 | -3,192 | -9.1% | -$11.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $118.94万 | 0.96% | 2,482 | -1,346 | -35.2% | -$64.50万 | 减仓 |
| GOOG | ALPHABET INC | $124.70万 | 1.00% | 4,347 | 431 | 11.0% | $12.36万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $127.85万 | 1.03% | 60,996 | 4,281 | 7.5% | $8.97万 | 加仓 |
| SDVY | FIRST TRUST | $128.80万 | 1.04% | 32,667 | -1,048 | -3.1% | -$4.13万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $136.31万 | 1.10% | 34,987 | 16,835 | 92.7% | $65.59万 | 加仓 |
| META | META PLATFORMS | $144.36万 | 1.16% | 2,523 | 145 | 6.1% | $8.30万 | 加仓 |
| EDGH | ADVISORS INNER CIRCLE FD II | $145.51万 | 1.17% | 42,536 | -11,976 | -22.0% | -$40.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $151.62万 | 1.22% | 23,661 | 321 | 1.4% | $2.06万 | 加仓 |
| IVW | ISHARES TR | $152.82万 | 1.23% | 13,511 | 458 | 3.5% | $5.18万 | 加仓 |
| IVE | ISHARES TR | $156.02万 | 1.25% | 7,389 | -173 | -2.3% | -$3.65万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $160.19万 | 1.29% | 21,754 | 155 | 0.7% | $1.14万 | 加仓 |
| MUB | ISHARES TR | $164.06万 | 1.32% | 15,455 | 8 | 0.1% | $849 | 加仓 |
| AVGO | BROADCOM INC | $171.63万 | 1.38% | 5,545 | 559 | 11.2% | $17.30万 | 加仓 |
| JPM | JPMORGAN CHASE | $174.11万 | 1.40% | 5,919 | 278 | 4.9% | $8.18万 | 加仓 |
| GOOGL | ALPHABET INC | $216.06万 | 1.74% | 7,514 | 184 | 2.5% | $5.29万 | 加仓 |
| AMZN | AMAZON COM | $236.43万 | 1.90% | 11,352 | 702 | 6.6% | $14.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $320.45万 | 2.58% | 8,657 | 303 | 3.6% | $11.22万 | 加仓 |
| QQQ | INVESCO QQQ | $326.26万 | 2.62% | 5,653 | 3 | 0.1% | $1,731 | 加仓 |
| AAPL | APPLE INC | $439.91万 | 3.54% | 17,334 | -153 | -0.9% | -$3.88万 | 减仓 |
| NVDA | NVIDIA CORP | $479.25万 | 3.85% | 27,480 | 1,362 | 5.2% | $23.75万 | 加仓 |
| AGG | ISHARES TR | $573.55万 | 4.61% | 57,777 | -3,729 | -6.1% | -$37.02万 | 减仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $630.41万 | 5.07% | 254,865 | 76,913 | 43.2% | $190.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $698.43万 | 5.62% | 11,688 | 158 | 1.4% | $9.44万 | 加仓 |
| SECT | MAIN SECTOR | $925.60万 | 7.44% | 153,271 | -3,127 | -2.0% | -$18.88万 | 减仓 |