SACKS & ASSOCIATES, LLC
WARREN NJ · SEC CIK 0002145868
$1.34亿2026Q1 申报市值
78持仓数
46.4%前十大占比 · 第一大 10.9%
4 / 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
FIRST TR EXCHNG 新建仓+$315.33万
IYZ 新建仓+$155.59万
BIL 加仓+$46.05万
FTSL 加仓+$41.54万
RRC 新建仓+$22.69万
2026Q1 卖出最多 按季末市值估算
FIRST TR EXCHNG 减仓-$316.33万
CRM 清仓-$70.33万
MDYV 减仓-$28.20万
SCHG 减仓-$24.53万
FAUG 清仓-$24.20万
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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $1,470.01万 | 10.93% | 69,619 | -389 | -0.6% | -$8.21万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $665.22万 | 4.95% | 81,144 | 5 | 0.0% | $410 | 加仓 |
| BIL | SPDR SERIES TRUST | $648.54万 | 4.82% | 70,770 | 5,025 | 7.6% | $46.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $616.01万 | 4.58% | 12,855 | 424 | 3.4% | $20.32万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $566.80万 | 4.21% | 103,582 | -1,113 | -1.1% | -$6.09万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $542.56万 | 4.03% | 71,635 | 1,162 | 1.6% | $8.80万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $465.00万 | 3.46% | 103,795 | 9,272 | 9.8% | $41.54万 | 加仓 |
| AMLP | ALPS ETF TR | $437.37万 | 3.25% | 83,086 | -265 | -0.3% | -$1.39万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $432.82万 | 3.22% | 50,830 | -3,312 | -6.1% | -$28.20万 | 减仓 |
| SMH | VANECK ETF TRUST | $399.29万 | 2.97% | 10,414 | -473 | -4.3% | -$18.14万 | 减仓 |
| IVW | ISHARES TR | $390.80万 | 2.91% | 34,550 | 694 | 2.0% | $7.85万 | 加仓 |
| IWO | ISHARES TR | $357.70万 | 2.66% | 11,399 | 2 | 0.0% | $628 | 加仓 |
| GOOGL | ALPHABET INC | $336.12万 | 2.50% | 11,689 | 2 | 0.0% | $575 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $322.98万 | 2.40% | 70,380 | 573 | 0.8% | $2.63万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $315.33万 | 2.34% | 136,196 | 136,196 | — | $315.33万 | 新建仓 |
| MCO | MOODYS CORP | $312.36万 | 2.32% | 7,160 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $306.56万 | 2.28% | 31,947 | -21 | -0.1% | -$2,015 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $294.49万 | 2.19% | 101,094 | -8,420 | -7.7% | -$24.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $275.93万 | 2.05% | 15,822 | -265 | -1.6% | -$4.62万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $274.75万 | 2.04% | 26,641 | -454 | -1.7% | -$4.68万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $233.91万 | 1.74% | 9,650 | -132 | -1.3% | -$3.20万 | 减仓 |
| RTX | RTX CORPORATION | $183.59万 | 1.37% | 9,518 | -48 | -0.5% | -$9,259 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $182.18万 | 1.35% | 11,265 | 143 | 1.3% | $2.31万 | 加仓 |
| IYZ | ISHARES TR | $155.59万 | 1.16% | 39,570 | 39,570 | — | $155.59万 | 新建仓 |
| EEM | ISHARES TR | $153.15万 | 1.14% | 26,968 | 579 | 2.2% | $3.29万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $136.97万 | 1.02% | 44,013 | 595 | 1.4% | $1.85万 | 加仓 |
| IVV | ISHARES TR | $133.77万 | 0.99% | 2,048 | -61 | -2.9% | -$3.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $133.33万 | 0.99% | 2,050 | 4 | 0.2% | $2,602 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $124.57万 | 0.93% | 1,250 | -15 | -1.2% | -$1.49万 | 减仓 |
| GOOG | ALPHABET INC | $111.36万 | 0.83% | 3,882 | -85 | -2.1% | -$2.44万 | 减仓 |
| RIO | RIO TINTO PLC | $110.86万 | 0.82% | 11,883 | -110 | -0.9% | -$1.03万 | 减仓 |
| AMZN | AMAZON COM INC | $102.05万 | 0.76% | 4,900 | 474 | 10.7% | $9.87万 | 加仓 |
| TOL | TOLL BROTHERS INC | $99.82万 | 0.74% | 7,315 | 136 | 1.9% | $1.86万 | 加仓 |
| CVX | CHEVRON CORPORATION | $99.54万 | 0.74% | 4,811 | -90 | -1.8% | -$1.86万 | 减仓 |
| IWS | ISHARES TR | $94.70万 | 0.70% | 6,498 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $90.31万 | 0.67% | 3,995 | 3 | 0.1% | $678 | 加仓 |
| LEN | LENNAR CORP | $86.57万 | 0.64% | 9,969 | -411 | -4.0% | -$3.57万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $82.30万 | 0.61% | 5,014 | -951 | -15.9% | -$15.61万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $81.59万 | 0.61% | 14,009 | -890 | -6.0% | -$5.18万 | 减仓 |
| CSCO | CISCO SYS INC | $76.53万 | 0.57% | 9,864 | 7 | 0.1% | $543 | 加仓 |
| EG | EVEREST GROUP LTD | $74.06万 | 0.55% | 2,266 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $73.28万 | 0.54% | 19,073 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $64.91万 | 0.48% | 2,097 | -150 | -6.7% | -$4.64万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $64.62万 | 0.48% | 19,273 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $63.80万 | 0.47% | 3,761 | 4 | 0.1% | $679 | 加仓 |
| ADBE | ADOBE INC | $63.57万 | 0.47% | 2,615 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $60.26万 | 0.45% | 4,129 | -460 | -10.0% | -$6.71万 | 减仓 |
| DE | DEERE & CO | $59.01万 | 0.44% | 1,048 | 1 | 0.1% | $563 | 加仓 |
| ORCL | ORACLE CORP | $58.12万 | 0.43% | 3,951 | -754 | -16.0% | -$11.09万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $52.84万 | 0.39% | 22,194 | -5,911 | -21.0% | -$14.07万 | 减仓 |
| CCS | CENTURY COMMUNITIES INC | $47.96万 | 0.36% | 8,358 | -430 | -4.9% | -$2.47万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $46.94万 | 0.35% | 2,143 | -136 | -6.0% | -$2.98万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $43.43万 | 0.32% | 1,531 | -167 | -9.8% | -$4.74万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.18万 | 0.32% | 1,106 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $42.66万 | 0.32% | 6,964 | 124 | 1.8% | $7,597 | 加仓 |
| MSFT | MICROSOFT CORP | $38.89万 | 0.29% | 1,051 | -101 | -8.8% | -$3.74万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $38.81万 | 0.29% | 1,908 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $38.55万 | 0.29% | 2,357 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $38.47万 | 0.29% | 1,674 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $38.24万 | 0.28% | 1,300 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $35.78万 | 0.27% | 11,661 | 9 | 0.1% | $276 | 加仓 |
| AAPL | APPLE INC | $35.49万 | 0.26% | 1,398 | -22 | -1.5% | -$5,585 | 减仓 |
| ETN | EATON CORP PLC | $35.23万 | 0.26% | 985 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.74万 | 0.25% | 4,941 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $32.63万 | 0.24% | 2,534 | -770 | -23.3% | -$9.92万 | 减仓 |
| OSK | OSHKOSH CORP | $30.91万 | 0.23% | 2,100 | 2 | 0.1% | $294 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.04万 | 0.22% | 12,095 | -127,383 | -91.3% | -$316.33万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $28.25万 | 0.21% | 3,592 | -125 | -3.4% | -$9,833 | 减仓 |
| VOO | VANGUARD INDEX FDS | $28.06万 | 0.21% | 470 | 28 | 6.3% | $1.67万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $26.36万 | 0.20% | 3,869 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.76万 | 0.19% | 1,054 | -105 | -9.1% | -$2.57万 | 减仓 |
| XHB | SPDR SERIES TRUST | $25.38万 | 0.19% | 2,571 | -286 | -10.0% | -$2.82万 | 减仓 |
| RRC | RANGE RES CORP | $22.69万 | 0.17% | 5,022 | 5,022 | — | $22.69万 | 新建仓 |
| PLD | PROLOGIS INC. | $21.54万 | 0.16% | 1,630 | 6 | 0.4% | $793 | 加仓 |
| VST | VISTRA CORP | $21.51万 | 0.16% | 1,431 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $20.81万 | 0.15% | 974 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $20.32万 | 0.15% | 1,386 | 2 | 0.1% | $293 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $20.31万 | 0.15% | 4,028 | 4,028 | — | $20.31万 | 新建仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,655 | -100.0% | -$70.33万 | 清仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,570 | -100.0% | -$24.20万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -6,709 | -100.0% | -$23.78万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,425 | -100.0% | -$21.83万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -1,807 | -100.0% | -$20.54万 | 清仓 |