13FBOX
Shum Financial Group, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Shum Financial Group, Inc.

No.7789 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.66亿
环比变动 Q1 2026
+$2,449.7万+17.3%
持仓股票数
106
新买入
17
加仓
48
减仓
37
清仓
4
持股不变
4
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
苹果AAPL
8.56%8.72%$1,420.8万4.9万股$1,233.4万4.9万股+501股+1.03%加仓
IiShares安硕信托EFV
7.18%7.89%$1,190.8万15.6万股$1,116.5万15.0万股+5,390股+3.59%加仓
IiShares安硕·MSCIQUAL
4.28%4.15%$710.3万3.2万股$587.1万3.1万股+1,760股+5.75%加仓
S道富SPSM
3.29%3.29%$545.2万9.5万股$465.2万9.6万股-1,732股-1.80%减仓
IiShares安硕·10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB
2.95%3.5%$489.5万9.8万股$494.7万10.0万股-1,853股-1.86%减仓
微软MSFT
2.91%3.24%$483.3万1.3万股$457.7万1.2万股+591股+4.78%加仓
IiShares安硕信托IQLT
2.85%2.82%$473.2万9.5万股$398.4万8.6万股+9,314股+10.81%加仓
英伟达NVDA
2.84%2.65%$471.9万2.4万股$374.2万2.1万股+2,130股+9.93%加仓
SSPDR道富指数基金SPEM
2.64%2.63%$437.8万8.5万股$371.8万7.9万股+5,297股+6.68%加仓
S道富SPYV
2.51%2.55%$415.9万6.8万股$360.9万6.4万股+4,638股+7.27%加仓
SSPDR道富系列信托SDY
2.47%2.7%$409.1万2.7万股$382.3万2.6万股+686股+2.62%加仓
谷歌AGOOGL
2.25%1.94%$373.4万1.0万股$274.9万9,559股+889股+9.30%加仓
SSPDR道富系列信托SPYG
2.19%2.03%$363.9万3.1万股$287.4万2.9万股+1,236股+4.21%加仓
IiShares安硕信托EFG
2.05%1.88%$340.8万2.7万股$266.2万2.4万股+3,489股+14.60%加仓
摩根大通JPM
2.04%2.16%$338.4万1.0万股$305.6万1.0万股-50股-0.48%减仓
S道富SPMD
1.95%1.99%$324.1万4.8万股$281.7万4.8万股+402股+0.85%加仓
亚马逊AMZN
1.79%1.81%$297.4万1.2万股$256.0万1.2万股+190股+1.55%加仓
强生JNJ
1.78%2.01%$294.9万1.2万股$284.5万1.2万股-27股-0.23%减仓
S道富MDYV
1.75%1.76%$290.4万3.1万股$249.2万2.9万股+1,359股+4.64%加仓
IiShares安硕信托IXN
1.61%1.34%$267.7万1.9万股$188.9万1.9万股-362股-1.92%减仓
沃尔玛WMT
1.53%1.96%$253.2万2.2万股$276.7万2.2万股+87股+0.39%加仓
PALO ALTOPANW
1.38%0.74%$228.2万6,691股$104.2万6,497股+194股+2.99%加仓
联合健康UNH
1.3%0.99%$215.0万5,174股$139.5万5,157股+17股+0.33%加仓
贝莱德·INC COMBLK
1.27%1.48%$210.4万2,188股$209.6万2,180股+8股+0.37%加仓
家得宝HD
1.25%1.43%$207.8万5,893股$202.9万6,170股-277股-4.49%减仓
AMD超威AMD
1.19%0.47%$197.5万3,400股$66.8万3,286股+114股+3.47%加仓
礼来LLY
1.05%0.97%$174.3万1,453股$136.7万1,486股-33股-2.22%减仓
J摩根大通交易所交易基金JMST
1.04%0.61%$173.3万3.4万股$85.9万1.7万股+1.7万股+101.79%加仓
好市多COST
0.97%1.17%$160.4万1,715股$165.2万1,658股+57股+3.44%加仓
VisaV
0.92%0.95%$152.2万4,437股$134.4万4,445股-8股-0.18%减仓
IiShares安硕信托USRT
0.89%0.93%$147.0万2.2万股$131.1万2.2万股-17股-0.08%减仓
SSPDR行业精选信托XLU
0.87%1.03%$144.2万3.2万股$145.4万3.2万股+116股+0.37%加仓
思科CSCO
0.79%0.62%$131.7万1.1万股$87.5万1.1万股-69股-0.61%减仓
艾伯维ABBV
0.78%0.81%$129.5万5,145股$114.0万5,244股-99股-1.89%减仓
PPROLOGIS COMPLD
0.78%0.89%$128.7万9,502股$125.7万9,512股-10股-0.11%减仓
SSPDR行业精选信托XLRE
0.74%0.86%$122.0万3.0万股$121.8万3.0万股-71股-0.23%减仓
博通AVGO
0.72%0.63%$119.0万3,149股$88.5万2,859股+290股+10.14%加仓
Q高通QCOM
0.71%0.58%$118.0万6,386股$82.5万6,410股-24股-0.37%减仓
IiShares安硕信托EMB
0.68%$112.2万1.2万股$00股+1.2万股新买入
PPL COMPPL
0.67%0.84%$110.9万3.1万股$118.5万3.1万股-496股-1.60%减仓
IIBMIBM
0.61%0.62%$101.7万3,617股$87.5万3,611股+6股+0.17%加仓
CrowdStrikeCRWD
0.58%0.32%$95.6万1,253股$45.3万1,161股+92股+7.92%加仓
TTCW ETF TRUST CORE PLUS BONDXTWY
0.57%0.68%$94.5万2.5万股$95.5万2.5万股-206股-0.82%减仓
PHILIP MORRIS INTLPM
0.57%0.6%$94.2万5,208股$85.2万5,155股+53股+1.03%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.56%0.6%$92.2万5,814股$84.6万5,768股+46股+0.80%加仓
V先锋领航斯科茨代尔基金VCIT
0.55%0.61%$91.1万1.1万股$86.9万1.1万股+516股+4.91%加仓
联合包裹UPSUPS
0.53%0.58%$88.0万8,186股$81.4万8,269股-83股-1.00%减仓
宝洁PG
0.53%0.67%$87.7万5,981股$94.4万6,532股-551股-8.44%减仓
阿斯麦ASML
0.5%0.25%$82.6万415股$34.7万263股+152股+57.79%加仓
IiShares安硕·MSCI ACWI ETFTOK
0.48%0.45%$79.6万5,073股$63.7万4,602股+471股+10.23%加仓

🧭 机构资金流板块热力图

净流出 净流入