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S&A Financial Services, Inc. · 13F 持仓分析
期权收益计算器 机构排行

S&A Financial Services, Inc.

No.7841 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.64亿
环比变动 Q1 2026
+$1,823.9万+12.5%
持仓股票数
88
新买入
6
加仓
42
减仓
34
清仓
5
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托SHYG
7.26%7.99%$1,188.7万28.0万股$1,162.6万27.5万股+5,497股+2.00%加仓
S道富SPHY
6.92%6.85%$1,132.9万48.3万股$996.7万42.7万股+5.6万股+13.09%加仓
V先锋领航全球基金VGT
5.99%5.11%$980.7万8.2万股$744.4万1.1万股+7.1万股+669.03%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
5.37%5.17%$880.4万26.0万股$752.7万25.8万股+1,780股+0.69%加仓
A美国世纪ETF信托AVLV
5.34%4.44%$874.2万9.6万股$646.0万8.0万股+1.6万股+19.59%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
3.97%3.62%$649.8万2.6万股$527.2万2.9万股-3,297股-11.35%减仓
A美国世纪ETF信托AVUS
3.87%3.75%$633.7万4.9万股$546.0万4.9万股+361股+0.74%加仓
苹果AAPL
3.27%3.32%$536.0万1.9万股$483.6万1.9万股-534股-2.80%减仓
J摩根大通交易所交易基金JEPI
3.27%2.5%$534.9万9.5万股$363.4万6.4万股+3.1万股+47.72%加仓
BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE
2.94%3.31%$482.2万9.8万股$482.3万9.7万股+287股+0.29%加仓
SSPDR行业精选信托XLRE
2.88%4.3%$471.9万11.7万股$626.2万15.6万股-3.9万股-24.93%减仓
J摩根大通交易所交易基金JEPQ
2.85%2.47%$467.4万7.6万股$358.9万6.5万股+1.1万股+17.64%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
2.6%1.53%$425.6万6,642股$222.3万6,763股-121股-1.79%减仓
BBNY MELLON ETF TRUSTBKGI
2.37%2.06%$388.6万8.6万股$299.5万6.7万股+1.9万股+28.52%加仓
BBONDBLOXX ETF TRUSTBBBS
1.93%2.12%$316.6万6.2万股$308.9万6.0万股+1,637股+2.71%加仓
BBondBloxx ETF Trust Bloomberg Six MNXHLF
1.92%2.22%$314.8万6.3万股$323.5万6.4万股-1,690股-2.63%减仓
IISHARES US CONSUMER DISCRETIONARY ETFIYC
1.89%2.37%$309.8万3.1万股$344.3万3.6万股-4,883股-13.74%减仓
F富达Covington信托FDVV
1.64%1.66%$269.2万4.5万股$241.5万4.4万股+941股+2.15%加仓
BBondBloxx ETF Trust Bloomberg Two YearXTWO
1.45%1.61%$237.1万4.8万股$233.7万4.7万股+1,019股+2.15%加仓
J摩根大通交易所交易基金JPIE
1.42%1.13%$232.5万5.0万股$164.4万3.6万股+1.5万股+41.51%加仓
BBONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETFXFIV
1.37%1.32%$224.7万4.6万股$192.4万3.9万股+7,026股+17.95%加仓
V先锋领航·FTSEVEA
1.31%1.32%$215.3万3.0万股$192.0万3.0万股+263股+0.88%加仓
COPART COMCPRT
1.31%1.74%$214.8万7.6万股$253.0万7.6万股00.00%持仓不变
IiShares安硕信托HDV
1.31%1.21%$214.4万7.8万股$176.7万1.3万股+6.5万股+500.55%加仓
V先锋领航·HEALTHVHT
1.28%1.45%$210.0万7,022股$210.9万7,745股-723股-9.34%减仓
V先锋领航指数基金VOO
1.21%1.31%$198.1万2,884股$191.4万3,203股-319股-9.96%减仓
好市多COST
1.09%1.33%$178.3万1,906股$193.6万1,943股-37股-1.90%减仓
V先锋领航全球基金VDC
0.98%1.07%$160.0万7,097股$155.6万6,927股+170股+2.45%加仓
WELLTOWER COMWELL
0.94%0.95%$153.6万6,768股$137.7万6,967股-199股-2.86%减仓
IISHARES U.S. CONSUMER STAPLES ETFIYK
0.89%1%$146.6万2.0万股$146.2万2.1万股-710股-3.40%减仓
PPIMCO太平洋投资管理ETFPYLD
0.89%0.89%$145.5万5.5万股$130.1万5.0万股+5,180股+10.43%加仓
IiShares安硕信托IFRA
0.85%0.82%$139.5万2.2万股$118.6万2.1万股+1,394股+6.72%加仓
IiShares安硕信托DVY
0.73%0.63%$119.5万7,647股$91.7万6,054股+1,593股+26.31%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.72%0.75%$117.3万7,395股$109.4万7,463股-68股-0.91%减仓
亚马逊AMZN
0.7%0.72%$115.3万4,837股$104.3万5,006股-169股-3.38%减仓
沃尔玛WMT
0.64%0.47%$105.5万9,317股$68.3万5,496股+3,821股+69.52%加仓
微软MSFT
0.63%0.71%$102.7万2,752股$103.9万2,807股-55股-1.96%减仓
BBONDBLOXX ETF TRUSTXTEN
0.56%0.53%$92.3万2.0万股$77.8万1.7万股+3,285股+19.36%加仓
S嘉信·USSCHX
0.51%0.5%$84.3万2.9万股$73.1万2.9万股+123股+0.43%加仓
BBONDBLOXX ETF TRUSTPCMM
0.51%0.45%$84.3万1.7万股$65.6万1.3万股+3,568股+26.76%加仓
S嘉信策略信托SCHD
0.51%0.55%$82.9万2.6万股$79.9万2.6万股+86股+0.33%加仓
BBONDBLOXX ETF TRUSTBBBI
0.49%0.16%$80.3万1.6万股$23.5万4,574股+1.1万股+241.56%加仓
EVERGY COMEVRG
0.47%0.51%$77.4万8,952股$74.9万9,141股-189股-2.07%减仓
Meta平台META
0.47%0.59%$77.2万1,370股$86.3万1,508股-138股-9.15%减仓
NNEOS ETF TRUSTCSHI
0.47%0.17%$76.8万1.5万股$24.6万4,936股+1.0万股+212.20%加仓
伯克希尔哈撒韦BRK.B
0.41%0.46%$67.9万1,357股$66.4万1,386股-29股-2.09%减仓
谷歌AGOOGL
0.41%0.4%$67.2万1,880股$58.4万2,029股-149股-7.34%减仓
V先锋领航全球基金VCR
0.4%0.49%$66.1万1,666股$70.7万1,969股-303股-15.39%减仓
G通用动力VTI
0.38%0.47%$61.9万1,672股$68.0万2,121股-449股-21.17%减仓
SSPDR行业精选信托XLU
0.37%0.41%$60.2万1.3万股$59.4万1.3万股+322股+2.49%加仓

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