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James Reed Financial Services, Inc.
特别关注No.8583环比变动 Q1 2026
+$1,549.8万+13.4%
| 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SIZE |
| 22.3% | 22.63% | $2,921.7万 | 16.4万股 | $2,614.6万 | 16.4万股 | -85股-0.05% | 减仓 |
| V先锋领航指数基金VV |
| 22.21% | 22.18% | $2,909.4万 | 8.5万股 | $2,562.2万 | 8.6万股 | -1,137股-1.33% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 19.9% | 20.25% | $2,606.6万 | 42.4万股 | $2,339.0万 | 42.1万股 | +2,833股+0.67% | 加仓 |
| C资本集团全球股票CGGE |
| 15.91% | 15.48% | $2,084.5万 | 59.2万股 | $1,787.7万 | 58.6万股 | +5,383股+0.92% | 加仓 |
| V先锋领航·MIDVO |
| 12.84% | 12.97% | $1,681.9万 | 20.9万股 | $1,498.5万 | 5.2万股 | +15.7万股+300.06% | 加仓 |
| GGlobal X基金AIQ |
| 1.48% | 1.23% | $193.4万 | 2.9万股 | $141.9万 | 3.0万股 | -930股-3.06% | 减仓 |
 苹果AAPL |
| 0.99% | 0.98% | $129.3万 | 4,469股 | $113.4万 | 4,469股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.93% | 1.05% | $122.2万 | 3,275股 | $121.2万 | 3,275股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.68% | 0.68% | $89.4万 | 4,469股 | $78.3万 | 4,488股 | -19股-0.42% | 减仓 |
 PROGRESSIVEPGR |
| 0.57% | 0.59% | $75.1万 | 3,440股 | $68.2万 | 3,440股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.42% | 0.43% | $55.1万 | 1,684股 | $49.5万 | 1,684股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.31% | 0.31% | $40.1万 | 2,474股 | $35.9万 | 2,474股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.25% | 0.28% | $32.8万 | 905股 | $31.8万 | 905股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONG |
| 0.23% | 0.23% | $30.4万 | 2,381股 | $26.9万 | 2,450股 | -69股-2.82% | 减仓 |
| V先锋领航指数基金VOO |
| 0.23% | 0.22% | $29.5万 | 430股 | $25.7万 | 430股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.21% | 0.3% | $28.1万 | 2,053股 | $34.8万 | 2,053股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.19% | — | $25.4万 | 438股 | $0 | 0股 | +438股 | 新买入 |
 亚马逊AMZN |
| 0.19% | 0.19% | $24.6万 | 1,034股 | $21.5万 | 1,034股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 0.16% | — | $21.4万 | 94股 | $0 | 0股 | +94股 | 新买入 |
