SUCCESSION FINANCIAL, INC.
MCKINNEY TX · SEC CIK 0002149098
$1.05亿2026Q2 申报市值
50持仓数
83.0%前十大占比 · 第一大 37.4%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| SPXL | DIREXION SHARES ETF TRUST | $3,934.36万 | 37.41% | 145,356 | — | — | — | — |
| TXN | TEXAS INSTRS INC | $1,476.36万 | 14.04% | 49,531 | — | — | — | — |
| VTC | VANGUARD SCOTTSDALE FDS | $1,042.13万 | 9.91% | 135,694 | — | — | — | — |
| GLD | SPDR GOLD TR | $535.40万 | 5.09% | 14,534 | — | — | — | — |
| TBIL | RBB FD INC | $482.22万 | 4.58% | 96,714 | — | — | — | — |
| FNDX | SCHWAB STRATEGIC TR | $386.23万 | 3.67% | 124,191 | — | — | — | — |
| FTEC | FIDELITY COVINGTON TRUST | $341.43万 | 3.25% | 11,956 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $213.56万 | 2.03% | 133 | — | — | — | — |
| TLH | ISHARES TR | $165.79万 | 1.58% | 16,522 | — | — | — | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 1.42% | 2 | — | — | — | — |
| VGT | VANGUARD WORLD FD | $148.68万 | 1.41% | 12,440 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $117.13万 | 1.11% | 2,341 | — | — | — | — |
| NOBL | PROSHARES TR | $112.21万 | 1.07% | 19,980 | — | — | — | — |
| AAPL | APPLE INC | $93.01万 | 0.88% | 3,214 | — | — | — | — |
| MPC | MARATHON PETE CORP | $76.70万 | 0.73% | 3,000 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $76.33万 | 0.73% | 1,022 | — | — | — | — |
| MUB | ISHARES TR | $63.78万 | 0.61% | 5,926 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $60.97万 | 0.58% | 7,078 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC | $54.63万 | 0.52% | 1,602 | — | — | — | — |
| IVV | ISHARES TR | $50.24万 | 0.48% | 671 | — | — | — | — |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $49.89万 | 0.47% | 18,162 | — | — | — | — |
| AMZN | AMAZON COM INC | $49.88万 | 0.47% | 2,093 | — | — | — | — |
| GOOG | ALPHABET INC | $48.69万 | 0.46% | 1,378 | — | — | — | — |
| CSWC | CAPITAL SOUTHWEST CORP | $48.66万 | 0.46% | 465,000 | — | — | — | — |
| TRV | TRAVELERS COMPANIES INC | $46.28万 | 0.44% | 1,402 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $43.18万 | 0.41% | 1,167 | — | — | — | — |
| UFOX | ETF SER SOLUTIONS | $42.01万 | 0.40% | 4,421 | — | — | — | — |
| HDV | ISHARES TR | $40.95万 | 0.39% | 14,938 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $37.28万 | 0.35% | 2,249 | — | — | — | — |
| XLK | SELECT SECTOR SPDR TR | $36.31万 | 0.35% | 1,906 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.98万 | 0.34% | 1,280 | — | — | — | — |
| — | EXXON MOBIL CORP | $31.29万 | 0.30% | 2,289 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $30.03万 | 0.29% | 1,378 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.47万 | 0.28% | 617 | — | — | — | — |
| MSFT | MICROSOFT CORP | $29.01万 | 0.28% | 778 | — | — | — | — |
| GD | GENERAL DYNAMICS CORP | $27.93万 | 0.27% | 788 | — | — | — | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.70万 | 0.25% | 919 | — | — | — | — |
| IYW | ISHARES TR | $25.22万 | 0.24% | 1,000 | — | — | — | — |
| AVGO | BROADCOM INC | $24.27万 | 0.23% | 643 | — | — | — | — |
| INTU | INTUIT | $24.14万 | 0.23% | 925 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.10万 | 0.23% | 2,066 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $23.72万 | 0.23% | 2,944 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC | $23.30万 | 0.22% | 474 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP | $22.55万 | 0.21% | 1,320 | — | — | — | — |
| FENI | FIDELITY COVINGTON TRUST | $21.95万 | 0.21% | 5,471 | — | — | — | — |
| META | META PLATFORMS INC | $21.35万 | 0.20% | 379 | — | — | — | — |
| FBCG | FIDELITY COVINGTON TRUST | $21.03万 | 0.20% | 3,386 | — | — | — | — |
| VLUE | ISHARES TR | $20.80万 | 0.20% | 1,041 | — | — | — | — |
| FSK | FS KKR CAP CORP | $18.61万 | 0.18% | 17,728 | — | — | — | — |
| — | ABERDEEN INDIA FD INC | $12.52万 | 0.12% | 10,654 | — | — | — | — |