Strategic Financial Group, LLC
GRAND HAVEN MI · SEC CIK 0002131286
$9,714.12万2026Q1 申报市值
18持仓数
92.8%前十大占比 · 第一大 18.0%
0 / 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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $26.92万 | 0.28% | 380 | — | — | — | — |
| WMT | WALMART INC | $28.34万 | 0.29% | 2,280 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $39.75万 | 0.41% | 1,921 | — | — | — | — |
| AAPL | APPLE INC | $47.48万 | 0.49% | 1,871 | — | — | — | — |
| DTM | DT MIDSTREAM INC | $50.80万 | 0.52% | 3,772 | — | — | — | — |
| DTE | DTE ENERGY CO | $110.66万 | 1.14% | 7,568 | — | — | — | — |
| VBR | VANGUARD INDEX FDS | $114.19万 | 1.18% | 5,256 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $285.35万 | 2.94% | 14,544 | — | — | — | — |
| XLE | SELECT SECTOR SPDR TR | $311.17万 | 3.20% | 50,795 | — | — | — | — |
| SPHY | SPDR SERIES TRUST | $378.55万 | 3.90% | 162,330 | — | — | — | — |
| XLU | SELECT SECTOR SPDR TR | $414.07万 | 4.26% | 90,230 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $551.31万 | 5.68% | 17,185 | — | — | — | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $732.30万 | 7.54% | 34,051 | — | — | — | — |
| IEF | ISHARES TR | $966.28万 | 9.95% | 101,245 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $1,121.75万 | 11.55% | 19,435 | — | — | — | — |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $1,384.29万 | 14.25% | 672,382 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $1,406.87万 | 14.48% | 23,544 | — | — | — | — |
| AGG | ISHARES TR | $1,744.03万 | 17.95% | 175,686 | — | — | — | — |