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Financially Speaking Inc · 13F 持仓分析
期权收益计算器 机构排行

Financially Speaking Inc

No.9768 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2,073.9万
环比变动 Q1 2026
+$14.5万+0.7%
持仓股票数
103
新买入
0
加仓
1
减仓
4
清仓
11
持股不变
98
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
J摩根大通·ULTRA-SHORT INCOME ETFJPST
36.38%36.63%$754.5万14.9万股$754.5万14.9万股00.00%持仓不变
FFIDELITY LOW DURATION BOND FACTOR ETFFLDR
36.35%36.6%$753.8万15.1万股$753.7万15.1万股+29股+0.02%加仓
帕兰提尔PLTR
3.65%3.68%$75.7万5,176股$75.7万5,176股00.00%持仓不变
SSPDR道富系列信托SDY
2.17%2.18%$45.0万3,082股$45.0万3,082股00.00%持仓不变
英伟达NVDA
2.11%2.13%$43.9万2,515股$43.9万2,515股00.00%持仓不变
埃克森美孚XOM
1.68%1.69%$34.8万2,052股$34.8万2,052股00.00%持仓不变
XCEL ENERGY COMXEL
1.46%1.47%$30.2万3,808股$30.2万3,808股00.00%持仓不变
强生JNJ
1.05%1.06%$21.8万891股$21.8万891股00.00%持仓不变
美敦力MDT
1.03%1.04%$21.4万2,468股$21.4万2,468股00.00%持仓不变
好市多COST
0.98%0.99%$20.4万205股$20.4万205股00.00%持仓不变
雷神技术RTX
0.96%0.96%$19.8万1,027股$19.8万1,027股00.00%持仓不变
ALTRIAMO
0.91%0.91%$18.8万2,850股$18.8万2,850股00.00%持仓不变
AMD超威AMD
0.59%0.21%$12.3万212股$4.3万212股00.00%持仓不变
西方石油OXY
0.58%0.58%$12.0万1,848股$12.0万1,848股00.00%持仓不变
美国合众银行USB
0.55%0.56%$11.5万2,208股$11.5万2,208股00.00%持仓不变
谷歌AGOOGL
0.53%0.53%$11.0万383股$11.0万383股00.00%持仓不变
英特尔INTC
0.46%0.15%$9.5万682股$3.0万682股00.00%持仓不变
麦当劳MCD
0.44%0.44%$9.1万292股$9.1万292股00.00%持仓不变
特灵科技TT
0.4%0.4%$8.3万200股$8.3万200股00.00%持仓不变
苹果AAPL
0.39%0.4%$8.2万322股$8.2万322股00.00%持仓不变
Phillips 66PSX
0.38%0.39%$7.9万435股$7.9万435股00.00%持仓不变
JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK
0.35%0.36%$7.3万920股$7.3万920股00.00%持仓不变
林德LIN
0.33%0.34%$6.9万140股$6.9万140股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
0.33%0.34%$6.9万2,764股$7.0万2,794股-30股-1.07%减仓
雷诺士LII
0.3%0.3%$6.2万133股$6.2万133股00.00%持仓不变
ROSS STORES COMROST
0.3%0.3%$6.2万284股$6.2万284股00.00%持仓不变
威瑞森VZ
0.3%0.3%$6.1万1,220股$6.1万1,220股00.00%持仓不变
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.29%0.29%$6.0万826股$6.0万826股00.00%持仓不变
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
0.26%0.26%$5.4万552股$5.4万552股00.00%持仓不变
宝洁PG
0.25%0.26%$5.3万364股$5.3万364股00.00%持仓不变
AAT&TT
0.24%0.24%$5.0万1,730股$5.0万1,730股00.00%持仓不变
迪士尼DIS
0.23%0.23%$4.7万488股$4.7万488股00.00%持仓不变
T赛默飞世尔TMO
0.21%0.21%$4.4万90股$4.4万90股00.00%持仓不变
AADVISORS INNER CIRCLE FD III DEMCRATIC LG ETFDEMZ
0.21%0.21%$4.3万1,058股$4.3万1,058股00.00%持仓不变
亚马逊AMZN
0.19%0.19%$3.9万187股$3.9万187股00.00%持仓不变
金佰利KMB
0.18%0.18%$3.6万377股$3.6万377股00.00%持仓不变
NORTHROP GRUMMAN COMNOC
0.17%0.18%$3.6万53股$3.6万53股00.00%持仓不变
星巴克SBUX
0.17%0.17%$3.6万400股$3.6万400股00.00%持仓不变
GGlobal X基金SHLD
0.17%0.17%$3.5万487股$3.5万489股-2股-0.41%减仓
史赛克SYK
0.16%0.16%$3.3万100股$3.3万100股00.00%持仓不变
MCCORMICK & COM NON VTGMKC
0.14%0.14%$2.9万580股$2.9万580股00.00%持仓不变
RRIVIAN AUTOMOTIVE INC CLASS ARIVN
0.13%0.13%$2.8万1,837股$2.8万1,837股00.00%持仓不变
NORDSONNDSN
0.13%0.13%$2.7万100股$2.7万100股00.00%持仓不变
家得宝HD
0.12%0.12%$2.5万77股$2.5万77股00.00%持仓不变
BBANK OF AMERBAC
0.12%0.12%$2.4万502股$2.4万502股00.00%持仓不变
IiShares白银信托SLV
0.11%0.11%$2.3万334股$2.3万334股00.00%持仓不变
GGILEAD SCIENCES COMGILD
0.11%0.11%$2.2万158股$2.2万158股00.00%持仓不变
默沙东MRK
0.1%0.1%$2.1万176股$2.1万176股00.00%持仓不变
AUTOLIVALV
0.08%0.08%$1.7万162股$1.7万162股00.00%持仓不变
SSAMSARA INC CLASS AIOT
0.08%0.08%$1.6万500股$1.6万500股00.00%持仓不变

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