Financially Speaking Inc — Q4 2025 13F 持股

Name: Financially Speaking Inc — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002040901

申报总市值

US$2059.4万

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	20.37%	-20.36%	—
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	18.04%	-18.04%	—
3	SNOXX	Schwab Trsry Obl Mny-inv	股票-其他	12.02%	-12.02%	EXIT
4	FLDR	Fidelity Low Durat Fact ETF	ETF-其他	11.34%	+25.26%	+223.80%
5	IOBAX	Icon Flexible Bond Fund-inv	股票-其他	10.46%	-10.46%	EXIT
6	SCHG	Schwab US Large-cap Growth	ETF-其他	4.90%	-4.90%	-13.30%
7	JPST	Jpmorgan Ultra-short Income	ETF-其他	4.32%	+32.31%	-2.63%
8	EQWL	Invesco S&p 100 Equal Weight	ETF-其他	3.16%	-3.16%	—
9	SCOXX	Schwab Trsry Obl Mny-ult	股票-其他	1.62%	-1.62%	EXIT
10	RNMBY	Rheinmetall Ag-unsp Adr	股票-其他	1.40%	-1.40%	EXIT
11	XLV	Ss Health Care Select Sector	ETF-其他	1.12%	-1.12%	EXIT
12	XME	Ss Spdr S&p Metals Mining	ETF-其他	0.91%	-0.91%	-80.72%
13	SIL	Global X Silver Miners ETF	ETF-避险与商品	0.91%	-0.91%	-62.82%
14	GDX	Vaneck Gold Miners ETF	ETF-避险与商品	0.90%	-0.90%	-73.75%
15	PLTR	Palantir Technologies Inc-a	股票-科技	0.81%	+2.87%	-26.96%
16	PPLT	Abrdn Physical Platinum Shrs	ETF-避险与商品	0.80%	-0.79%	—
17	SNSXX	Schwab US Treasury Money-inv	股票-其他	0.63%	-0.63%	EXIT
18	NVDA	Nvidia CORP	股票-科技	0.61%	+1.52%	-1.40%
19	SILJ	Amplify Junior Silver Miners	ETF-避险与商品	0.59%	-0.59%	EXIT
20	GDXJ	Vaneck Junior Gold Miners	ETF-避险与商品	0.58%	-0.58%	EXIT
21	MCK	Mckesson CORP	股票-医疗保健	0.42%	-0.42%	EXIT
22	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	0.29%	—	-3.05%
23	ANCFX	Amer Fnd Fndmntl Invst-a	股票-其他	0.24%	-0.24%	EXIT
24	XEL	Xcel Energy INC	股票-公用事业	0.18%	—	+0.05%
25	XOM	Exxon Mobil CORP	股票-能源	0.16%	+1.53%	—
26	MDT	Medtronic plc	股票-医疗保健	0.15%	—	—
27	SWVXX	Schwa Prime Adv Money Fd-inv	股票-其他	0.14%	-0.14%	EXIT
28	RTX	Rtx CORP	股票-工业	0.12%	—	—
29	JNJ	Johnson & Johnson	股票-医疗保健	0.12%	+0.94%	—
30	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.12%	+0.41%	—
31	COST	Costco Wholesale CORP	股票-非周期性消费	0.11%	—	-0.97%
32	MO	Altria Group INC	股票-非周期性消费	0.11%	—	—
33	AMZN	Amazon.com INC	股票-周期性消费	0.10%	+0.09%	+8.52%
34	PCONX	Putnam Convert Sec-a	股票-其他	0.09%	-0.09%	EXIT
35	USB	US Bancorp	股票-金融	0.08%	—	—
36	META	Meta Platforms Inc-class A	股票-通信服务	0.07%	-0.07%	EXIT
37	AWSHX	Amer Fnd Wash Mtl Inv-a	股票-其他	0.07%	-0.07%	EXIT
38	NET	Cloudflare INC - Class A	股票-科技	0.07%	-0.07%	EXIT
39	OXY	Occidental Petroleum CORP	股票-能源	0.06%	—	+0.56%
40	AAPL	Apple INC	股票-科技	0.06%	—	+0.30%
41	MCD	Mcdonald's CORP	股票-周期性消费	0.06%	—	—
42	JTEK	Jpmorgan US Tech Leaders	ETF-科技型	0.06%	—	-99.42%
43	BA	Boeing Co/the	股票-工业	0.06%	-0.06%	EXIT
44	VEIPX	Vanguard Equity Income-inv	股票-其他	0.05%	-0.05%	EXIT
45	TT	Trane Technologies plc	股票-工业	0.05%	—	—
46	VWINX	Vanguard Wellesley Inc-inv	股票-其他	0.05%	-0.05%	EXIT
47	CRWD	Crowdstrike Holdings INC - A	股票-科技	0.05%	-0.05%	EXIT
48	LII	Lennox International INC	股票-工业	0.04%	—	—
49	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.04%	-0.04%	EXIT
50	LIN	Linde plc	股票-原材料	0.04%	—	—

1–50 of 168

本季持股变动

Financially Speaking Inc 于截至 Q4 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	FLDR	Fidelity Low Durat Fact ETF	+7.8%	+223.80%	加仓
2	IOBAX	Icon Flexible Bond Fund-inv	+2%	+26.09%	加仓
3	GOOGL	Alphabet Inc-cl A	0%	—	不变
4	GEV	GE Vernova INC	0%	+1666.67%	加仓
5	CRWD	Crowdstrike Holdings INC - A	0%	+57.89%	加仓
6	AMZN	Amazon.com INC	0%	+8.52%	加仓
7	MCK	Mckesson CORP	0%	—	不变
8	META	Meta Platforms Inc-class A	0%	+36.00%	加仓
9	JNJ	Johnson & Johnson	0%	—	不变
10	RTX	Rtx CORP	0%	—	不变
11	MO	Altria Group INC	0%	—	不变
12	NOC	Northrop Grumman CORP	0%	-36.14%	减仓
13	XEL	Xcel Energy INC	0%	+0.05%	加仓
14	SDY	Ss Spdr S&p Dividend ETF	0%	-3.05%	减仓
15	JPST	Jpmorgan Ultra-short Income	-0.2%	-2.63%	减仓
16	PLTR	Palantir Technologies Inc-a	-0.3%	-26.96%	减仓
17	SNOXX	Schwab Trsry Obl Mny-inv	-0.4%	-1.98%	减仓
18	SCHG	Schwab US Large-cap Growth	-0.7%	-13.30%	减仓
19	URA	Global X Uranium ETF	-1.1%	-99.85%	减仓
20	SIL	Global X Silver Miners ETF	-1.2%	-62.82%	减仓
21	RNMBY	Rheinmetall Ag-unsp Adr	-1.9%	-44.54%	减仓
22	GDX	Vaneck Gold Miners ETF	-2.2%	-73.75%	减仓
23	BRK-B	Berkshire Hathaway Inc-cl B	-2.2%	-98.13%	减仓
24	SILJ	Amplify Junior Silver Miners	-2.3%	-82.67%	减仓
25	XME	Ss Spdr S&p Metals Mining	-3.4%	-80.72%	减仓
26	GDXJ	Vaneck Junior Gold Miners	-3.8%	-88.23%	减仓
27	SPMO	Invesco S&p 500 Momentum ETF	-5.7%	-99.95%	减仓
28	JTEK	Jpmorgan US Tech Leaders	-10.2%	-99.42%	减仓
29	RSP	Invesco S&p 500 Equal Weight	—	NEW	新建仓
30	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建仓
31	XLK	Ss Technology Select Sector	—	EXIT	清仓
32	SHLD	Global X Defense Tech ETF	—	EXIT	清仓
33	SCHC	Schwab Intl Small-cap Equity	—	EXIT	清仓
34	EQWL	Invesco S&p 100 Equal Weight	—	NEW	新建仓
35	RYCEY	Rolls-royce Holdings-sp Adr	—	EXIT	清仓
36	EWP	Ishares Msci Spain ETF	—	EXIT	清仓
37	VNM	Vaneck Vietnam ETF	—	EXIT	清仓
38	XLV	Ss Health Care Select Sector	—	NEW	新建仓
39	PPLT	Abrdn Physical Platinum Shrs	—	NEW	新建仓
40	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	清仓
41	GS 4.2 04-01-26	Goldman Sachs Bank USA	—	NEW	新建仓
42	BNY 3.75 12-22-26	Bank Of New York Mellon	—	NEW	新建仓
43	GS 3.75 06-23-26 0000	Goldman Sachs Bank USA	—	NEW	新建仓
44	BACR 3.75 05-19-26	Barclays Bank/delaware	—	NEW	新建仓
45	BAC 3.7 08-19-26	Bank Of America NA	—	NEW	新建仓
46	UBER	Uber Technologies INC	—	EXIT	清仓
47	WFC 4.15 02-17-26	Wells Fargo Bank NA	—	NEW	新建仓
48	ITA	Ishares U.s. Aerospace & Def	—	EXIT	清仓
49	TQQQ	Proshares Ultrapro Qqq	—	NEW	新建仓
50	AVGO	Broadcom INC	—	EXIT	清仓