SACKS & ASSOCIATES, LLC
WARREN NJ · SEC CIK 0002145868
$1.48亿2026Q2 申报市值
80持仓数
45.4%前十大占比 · 第一大 10.7%
6 / 4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
FMAY 新建仓+$525.65万
QDEC 新建仓+$280.07万
BRK/B 加仓+$161.90万
FDEC 新建仓+$104.16万
CRWD 加仓+$63.33万
2026Q2 卖出最多 按季末市值估算
FJUL 清仓-$566.80万
FIRST TR EXCHNG 减仓-$257.45万
SCHG 减仓-$99.90万
TAYLOR MORRISON 清仓-$81.59万
SMH 减仓-$77.73万
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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $1,579.88万 | 10.66% | 68,183 | -1,436 | -2.1% | -$33.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $819.49万 | 5.53% | 16,020 | 3,165 | 24.6% | $161.90万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $662.17万 | 4.47% | 77,857 | -3,287 | -4.1% | -$27.96万 | 减仓 |
| BIL | SPDR SERIES TRUST | $640.20万 | 4.32% | 69,830 | -940 | -1.3% | -$8.62万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $605.03万 | 4.08% | 72,494 | 859 | 1.2% | $7.17万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $525.65万 | 3.55% | 93,283 | 93,283 | — | $525.65万 | 新建仓 |
| SMH | VANECK ETF TRUST | $485.21万 | 3.27% | 8,976 | -1,438 | -13.8% | -$77.73万 | 减仓 |
| IVW | ISHARES TR | $475.26万 | 3.21% | 35,139 | 589 | 1.7% | $7.97万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $470.42万 | 3.17% | 104,910 | 1,115 | 1.1% | $5.00万 | 加仓 |
| AMLP | ALPS ETF TR | $464.52万 | 3.13% | 84,244 | 1,158 | 1.4% | $6.39万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $443.00万 | 2.99% | 46,631 | -4,199 | -8.3% | -$39.89万 | 减仓 |
| IWO | ISHARES TR | $423.66万 | 2.86% | 11,430 | 31 | 0.3% | $1.15万 | 加仓 |
| GOOGL | ALPHABET INC | $419.41万 | 2.83% | 11,777 | 88 | 0.8% | $3.13万 | 加仓 |
| MCO | MOODYS CORP | $342.52万 | 2.31% | 7,160 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $339.93万 | 2.29% | 31,829 | -118 | -0.4% | -$1.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $314.68万 | 2.12% | 15,675 | -147 | -0.9% | -$2.95万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $305.56万 | 2.06% | 68,898 | -1,482 | -2.1% | -$6.57万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $295.73万 | 2.00% | 27,204 | 563 | 2.1% | $6.12万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $280.07万 | 1.89% | 79,656 | 79,656 | — | $280.07万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $245.54万 | 1.66% | 71,859 | -29,235 | -28.9% | -$99.90万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $217.33万 | 1.47% | 9,717 | 67 | 0.7% | $1.50万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $210.01万 | 1.42% | 11,677 | 412 | 3.7% | $7.41万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $200.24万 | 1.35% | 4,940 | -74 | -1.5% | -$3.00万 | 减仓 |
| EEM | ISHARES TR | $185.16万 | 1.25% | 28,891 | 1,923 | 7.1% | $12.32万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $185.12万 | 1.25% | 48,172 | 4,159 | 9.4% | $15.98万 | 加仓 |
| IYZ | ISHARES TR | $182.36万 | 1.23% | 44,326 | 4,756 | 12.0% | $19.57万 | 加仓 |
| RTX | RTX CORPORATION | $180.97万 | 1.22% | 8,408 | -1,110 | -11.7% | -$23.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $153.70万 | 1.04% | 2,057 | 7 | 0.3% | $5,230 | 加仓 |
| IVV | ISHARES TR | $141.27万 | 0.95% | 1,883 | -165 | -8.1% | -$12.38万 | 减仓 |
| GOOG | ALPHABET INC | $138.46万 | 0.93% | 3,882 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $137.04万 | 0.92% | 5,046 | 146 | 3.0% | $3.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $119.01万 | 0.80% | 1,250 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $114.54万 | 0.77% | 9,875 | 11 | 0.1% | $1,276 | 加仓 |
| RIO | RIO TINTO PLC | $110.65万 | 0.75% | 11,425 | -458 | -3.9% | -$4.44万 | 减仓 |
| IWS | ISHARES TR | $108.57万 | 0.73% | 6,498 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $106.99万 | 0.72% | 7,333 | 18 | 0.2% | $2,626 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $104.16万 | 0.70% | 18,994 | 18,994 | — | $104.16万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $101.10万 | 0.68% | 21,105 | -1,089 | -4.9% | -$5.22万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $90.85万 | 0.61% | 1,908 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $89.30万 | 0.60% | 35,074 | -101,122 | -74.2% | -$257.45万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $84.44万 | 0.57% | 4,424 | 3,318 | 300.0% | $63.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $82.76万 | 0.56% | 4,205 | -606 | -12.6% | -$11.93万 | 减仓 |
| EG | EVEREST GROUP LTD | $82.24万 | 0.55% | 2,198 | -68 | -3.0% | -$2.54万 | 减仓 |
| AVGO | BROADCOM INC | $81.66万 | 0.55% | 2,098 | 1 | 0.0% | $389 | 加仓 |
| LEN | LENNAR CORP | $80.86万 | 0.55% | 9,819 | -150 | -1.5% | -$1.24万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $67.98万 | 0.46% | 19,073 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $64.00万 | 0.43% | 4,129 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $62.15万 | 0.42% | 1,049 | 1 | 0.1% | $592 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $62.02万 | 0.42% | 19,273 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $58.52万 | 0.39% | 3,765 | 4 | 0.1% | $622 | 加仓 |
| MSFT | MICROSOFT CORP | $54.80万 | 0.37% | 1,179 | 128 | 12.2% | $5.95万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $52.15万 | 0.35% | 2,908 | 551 | 23.4% | $9.88万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $50.54万 | 0.34% | 7,526 | -832 | -10.0% | -$5.59万 | 减仓 |
| HON | HONEYWELL INTL INC | $48.39万 | 0.33% | 1,991 | -2,004 | -50.2% | -$48.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.37万 | 0.33% | 1,375 | 75 | 5.8% | $2.64万 | 加仓 |
| ORCL | ORACLE CORP | $46.88万 | 0.32% | 3,609 | -342 | -8.7% | -$4.44万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $45.12万 | 0.30% | 2,143 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $41.58万 | 0.28% | 6,983 | 19 | 0.3% | $1,131 | 加仓 |
| AAPL | APPLE INC | $41.51万 | 0.28% | 1,344 | -54 | -3.9% | -$1.67万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $41.16万 | 0.28% | 1,991 | 1,991 | — | $41.16万 | 新建仓 |
| ETN | EATON CORP PLC | $40.90万 | 0.28% | 985 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $40.35万 | 0.27% | 1,531 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $40.07万 | 0.27% | 4,941 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $39.16万 | 0.26% | 11,669 | 8 | 0.1% | $268 | 加仓 |
| WM | WASTE MGMT INC DEL | $37.92万 | 0.26% | 1,674 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $37.40万 | 0.25% | 2,534 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $34.18万 | 0.23% | 1,365 | -1,250 | -47.8% | -$31.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.99万 | 0.23% | 488 | 18 | 3.8% | $1.25万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $31.93万 | 0.22% | 3,592 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $29.93万 | 0.20% | 2,102 | 2 | 0.1% | $285 | 加仓 |
| SOXX | ISHARES TR | $27.16万 | 0.18% | 538 | 538 | — | $27.16万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $27.02万 | 0.18% | 1,054 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $26.51万 | 0.18% | 2,493 | -78 | -3.0% | -$8,295 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $26.31万 | 0.18% | 3,869 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $25.80万 | 0.17% | 2,560 | 2,560 | — | $25.80万 | 新建仓 |
| IWD | ISHARES TR | $24.53万 | 0.17% | 974 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $23.65万 | 0.16% | 1,635 | 5 | 0.3% | $723 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $22.36万 | 0.15% | 4,028 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $21.21万 | 0.14% | 1,431 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $20.16万 | 0.14% | 5,022 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -103,582 | -100.0% | -$566.80万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -14,009 | -100.0% | -$81.59万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -12,095 | -100.0% | -$30.04万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,386 | -100.0% | -$20.32万 | 清仓 |