13FBOX
Strategic Equity Management · 13F 持仓分析
期权收益计算器 机构排行

Strategic Equity Management

No.5794
最新持仓市值 (Q2 2026)
$2.98亿
环比变动 Q1 2026
+$3,173.8万+11.9%
持仓股票数
65
新买入
6
加仓
21
减仓
29
清仓
11
持股不变
9
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
SSPDR标普500 ETFSPY
8.12%8.86%$2,419.3万3.2万股$2,356.4万3.6万股-3,836股-10.59%减仓
NNORTHERN LTS FD TR IVPTL
7.74%4.79%$2,304.0万8.1万股$1,274.7万5.1万股+3.0万股+58.30%加仓
V先锋领航指数基金VV
7.66%7.42%$2,280.9万6.6万股$1,973.6万6.6万股+283股+0.43%加仓
IiShares安硕信托IWV
7.6%7.83%$2,263.8万5.3万股$2,082.1万5.6万股-3,079股-5.48%减仓
IiShares安硕信托ITOT
7.58%1.2%$2,256.0万13.7万股$318.3万2.2万股+11.5万股+514.60%加仓
SSTRATEGY SHSESUM
5.58%5.16%$1,662.7万54.3万股$1,372.9万52.4万股+1.8万股+3.49%加仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
5.43%4.89%$1,617.7万7.3万股$1,299.7万6.9万股+4,582股+6.68%加仓
IiShares安硕信托EEM
5.22%4.91%$1,554.5万22.7万股$1,307.0万23.0万股-2,922股-1.27%减仓
IiShares安硕·RUSSELLIWM
4.61%4.02%$1,373.6万4.6万股$1,070.2万4.3万股+2,565股+5.94%加仓
V先锋领航指数基金VTV
4.48%$1,333.9万6.1万股$00股+6.1万股新买入
S嘉信·USSCHX
4.47%4.93%$1,332.3万45.3万股$1,310.6万51.1万股-5.8万股-11.44%减仓
EEVENTIDE SMALL CAP ETFESSC
4.22%4.07%$1,256.4万39.5万股$1,082.6万41.4万股-1.9万股-4.51%减仓
SSPDR行业精选信托XLK
3.49%$1,039.7万5.5万股$00股+5.5万股新买入
SSPDR行业精选信托XLE
3.36%3.87%$1,001.5万18.9万股$1,029.1万16.8万股+2.1万股+12.25%加仓
NNORTHERN LTS FD TR IVFDLS
2.32%1.89%$691.7万16.4万股$503.6万13.6万股+2.7万股+20.03%加仓
IiShares安硕信托IWL
2.08%2.11%$618.1万3.3万股$561.3万3.5万股-1,556股-4.45%减仓
IINSPIRE 100 ETFBIBL
1.38%3.66%$412.4万7.1万股$974.1万20.7万股-13.5万股-65.52%减仓
V先锋领航指数基金VB
1.09%1.11%$325.7万1.1万股$295.1万1.1万股-520股-4.62%减仓
V先锋领航指数基金VUG
1.09%0.18%$325.3万3.8万股$47.1万1,079股+3.7万股+3,400.19%加仓
NNORTHERN LIGHTS FD TRSFLR
0.96%1.07%$286.0万7.4万股$283.8万8.0万股-6,258股-7.79%减仓
IiShares安硕信托IVV
0.91%0.9%$271.1万3,620股$238.3万3,649股-29股-0.79%减仓
EEVENTIDE HIGH DIVIDEND ETFELCV
0.91%0.81%$270.8万8.2万股$214.6万7.4万股+8,366股+11.30%加仓
NNORTHERN LTS FD TR IVWWJD
0.71%0.75%$211.6万5.5万股$200.0万5.3万股+1,991股+3.72%加仓
IiShares安硕信托IEFA
0.6%1.61%$177.5万1.8万股$429.1万4.7万股-2.9万股-61.22%减仓
微软MSFT
0.45%0.5%$135.0万3,619股$134.0万3,619股00.00%持仓不变
FFIS TRPRAY
0.45%0.46%$134.4万3.8万股$121.6万3.8万股+124股+0.33%加仓
IINSPIRE GLOBAL HOPE ETFBLES
0.45%0.47%$133.9万2.8万股$124.2万2.8万股+69股+0.25%加仓
AAlphabet Inc Class CGOOG
0.44%0.44%$131.3万3,717股$117.7万4,104股-387股-9.43%减仓
PPacer基金信托COWZ
0.44%0.49%$130.9万2.1万股$131.7万2.1万股00.00%持仓不变
B贝莱德·ETF TRUST IIBINC
0.44%0.53%$130.9万2.5万股$140.8万2.7万股-2,103股-7.76%减仓
G通用动力VTI
0.42%0.41%$126.3万3,414股$109.7万3,419股-5股-0.15%减仓
F第一信托交易所交易基金FYC
0.38%0.33%$113.8万8,939股$87.5万9,027股-88股-0.97%减仓
IiShares安硕IEMG
0.32%0.31%$96.4万1.2万股$83.0万1.2万股-266股-2.24%减仓
IiShares安硕信托IVW
0.29%0.28%$85.3万6,199股$74.1万6,555股-356股-5.43%减仓
V先锋领航·MIDVO
0.28%0.28%$84.3万1.0万股$75.5万2,629股+7,829股+297.79%加仓
IiShares安硕·S&PIVE
0.27%0.29%$81.0万3,566股$76.2万3,607股-41股-1.14%减仓
IiShares安硕信托VLUE
0.27%0.22%$80.4万4,025股$59.4万4,175股-150股-3.59%减仓
S嘉信·USSCHA
0.26%0.28%$77.9万2.2万股$73.7万2.5万股-3,801股-14.99%减仓
宝洁PG
0.24%0.27%$71.9万4,904股$70.8万4,904股00.00%持仓不变
苹果AAPL
0.24%0.24%$71.8万2,481股$63.0万2,481股00.00%持仓不变
IiShares安硕·COREIJH
0.17%0.16%$49.9万6,478股$43.7万6,478股00.00%持仓不变
F富兰克林邓普顿ETF信托YLDE
0.16%0.17%$47.5万8,201股$46.1万8,396股-195股-2.32%减仓
HUNTINGTON BANCSHARES COMHBAN
0.15%0.15%$45.0万2.5万股$39.7万2.5万股+5股+0.02%加仓
TTIMOTHY PLANTPIF
0.15%0.17%$45.0万1.2万股$44.9万1.2万股-390股-3.13%减仓
CSX铁路CSX
0.13%0.1%$39.5万8,312股$26.8万6,518股+1,794股+27.52%加仓
TTIMOTHY PLANTPSC
0.13%0.14%$38.8万8,081股$36.4万8,565股-484股-5.65%减仓
S嘉信策略信托SCHM
0.12%0.26%$37.0万1.0万股$68.0万2.2万股-1.2万股-54.26%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.12%0.12%$35.9万1.1万股$30.9万1.1万股00.00%持仓不变
英伟达NVDA
0.12%0.09%$35.5万1,772股$24.7万1,419股+353股+24.88%加仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.12%0.13%$35.3万1,289股$34.1万1,444股-155股-10.73%减仓

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