Strategic Financial Group, LLC
GRAND HAVEN MI · SEC CIK 0002131286
$1.04亿2026Q2 申报市值
19持仓数
92.9%前十大占比 · 第一大 16.7%
1 / 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
JNJ 新建仓+$20.27万
BSCW 加仓+$11.63万
AGG 加仓+$6.10万
VIG 加仓+$5.63万
VTV 加仓+$4.49万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$5.63万
QQQ 减仓-$4.27万
VTI 减仓-$2.41万
VBR 减仓-$1.53万
IEF 减仓-$6,904
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $20.27万 | 0.19% | 798 | 798 | — | $20.27万 | 新建仓 |
| WMT | WALMART INC | $25.82万 | 0.25% | 2,280 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $32.46万 | 0.31% | 1,958 | 37 | 1.9% | $6,133 | 加仓 |
| CAT | CATERPILLAR INC | $40.47万 | 0.39% | 380 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $54.14万 | 0.52% | 1,871 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $55.72万 | 0.53% | 3,797 | 25 | 0.7% | $3,669 | 加仓 |
| DTE | DTE ENERGY CO | $116.23万 | 1.11% | 7,628 | 60 | 0.8% | $9,143 | 加仓 |
| VBR | VANGUARD INDEX FDS | $126.18万 | 1.21% | 5,193 | -63 | -1.2% | -$1.53万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $272.51万 | 2.61% | 51,311 | 516 | 1.0% | $2.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $321.45万 | 3.08% | 14,750 | 206 | 1.4% | $4.49万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $384.80万 | 3.69% | 164,163 | 1,833 | 1.1% | $4.30万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $411.43万 | 3.94% | 90,744 | 514 | 0.6% | $2.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $633.51万 | 6.07% | 17,120 | -65 | -0.4% | -$2.41万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $811.35万 | 7.77% | 34,289 | 238 | 0.7% | $5.63万 | 加仓 |
| IEF | ISHARES TR | $956.78万 | 9.17% | 101,172 | -73 | -0.1% | -$6,904 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $1,390.68万 | 13.32% | 678,051 | 5,669 | 0.8% | $11.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,426.92万 | 13.67% | 19,377 | -58 | -0.3% | -$4.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,611.39万 | 15.44% | 23,462 | -82 | -0.3% | -$5.63万 | 减仓 |
| AGG | ISHARES TR | $1,745.04万 | 16.72% | 176,302 | 616 | 0.4% | $6.10万 | 加仓 |