SF

Sprinkle Financial Consultants LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$2.5亿

申报季度: 2026-06-30 · 持股只数: 104

Sprinkle Financial Consultants LLC在最新一期 13F 报告中披露了 104 项持股，申报期为 2026-06-30，总持股市值约为 US$2.5亿，季度换手率为 19.0%。

机构性格雪花图

集中度
14.01
持仓稳定性
18.96
动能／逆势
100
行业集中度
74.64
多样化
100
仓位均衡度
83.66

近期动向

  • 加仓 OKE

    +33.5%　US$327.8万

  • 加仓 NVDA

    +145.2%　US$131.0万

  • 新建仓 SIRI

  • 新建仓 SCHO

  • 清仓 SIRI 3.75 03-15-28

  • 减仓 T

    -3.5%　-US$58.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

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4Q Trend
1SCHXSchwab US Large-cap ETFETF-其他9.54%-0.29%-0.59%
2JGROJpmorgan Active Growth ETFETF-其他7.36%+0.27%+4.60%
3OKEOneok INC股票-能源5.82%+0.49%+33.47%
4IJRIshares Core S&p Small-cap EETF-中小型股5.63%+0.09%+0.02%
5JCPBJpmorgan Core Plus Bond ETFETF-其他4.70%-0.14%+14.55%
6DFGRDim Global Real Estate ETFETF-其他4.30%-0.30%+0.85%
7JPSEJPM Diversified Rt Small CapETF-中小型股4.24%+0.01%+2.82%
8DFUVDimensional US Marketwide VaETF-其他3.39%-0.12%-0.02%
9HELOJpmorgan Hedged Equity ETFETF-其他3.19%+0.20%+18.46%
10IVVIshares Core S&p 500 ETFETF-大型股与成长2.39%-0.07%-0.05%
11TCAFT Rowe Prc Cap AppreciationETF-其他2.25%+0.02%+3.08%
12AVGEAvantis All Eqty Mrkts ETFETF-其他2.23%-0.08%+1.13%
13MINOPimco Municipal Income OpporETF-其他2.20%+0.14%+24.33%
14DFICDimensional International CoETF-其他2.14%-0.10%+7.01%
15DFLVDim US Large Cap Value ETFETF-大型股与成长1.93%-0.17%-2.12%
16DFAWDimensional World Eqty ETFETF-其他1.75%—+4.42%
17QLTYGmo U.s. Quality ETFETF-其他1.49%+0.03%+4.51%
18DFASDimensional US Small Cap ETFETF-中小型股1.38%—+2.21%
19AVEMAvantis Emerging Markets EqETF-新兴市场1.34%+0.07%+3.74%
20PYLDPimco Multisector Bond ActvETF-其他1.32%-0.05%+12.44%
21AVLVAvantis US Large Cap ValueETF-大型股与成长1.32%+0.20%+22.68%
22VTIVanguard Total Stock Mkt ETFETF-其他1.20%-0.02%—
23AVREAvantis Real Estate ETFETF-其他1.15%+0.06%+15.96%
24AAPLApple INC股票-科技1.14%-0.08%-3.36%
25AMZNAmazon.com INC股票-周期性消费1.12%+0.03%+5.51%
26IVWIshares S&p 500 Growth ETFETF-大型股与成长1.11%+0.03%-0.12%
27OGSOne Gas INC股票-公用事业1.07%—+18.96%
28DFEMDimensional Emrg Mrkt CoreETF-其他0.87%—+0.09%
29NVDANvidia CORP股票-科技0.80%+0.47%+145.20%
30SCHGSchwab US Large-cap GrowthETF-其他0.78%—+0.74%
31OAKMOakmark US Large Cap ETFETF-大型股与成长0.77%—+2.85%
32GOOGLAlphabet Inc-cl A股票-通信服务0.72%—-6.50%
33DFAXDimensional World Ex US CoreETF-其他0.71%+0.01%+10.77%
34SCHASchwab US Small-cap ETFETF-其他0.70%+0.04%+0.26%
35DFSVDimensional US Small Cap ValETF-中小型股0.67%-0.01%+4.87%
36DFARDimensional US Real Est ETFETF-其他0.57%—+2.06%
37ITOTIshares Core S&p Total U.s.ETF-其他0.57%—+0.23%
38BRK-BBerkshire Hathaway Inc-cl B股票-其他0.56%—+0.53%
39FEGEFirst Eagle Gl Equity ETFETF-其他0.52%—+8.17%
40TAt&t INC股票-通信服务0.51%-0.36%-3.48%
41DFAEDimensional Emerging Core EqETF-新兴市场0.51%—-2.62%
42IWFIshares Russell 1000 GrowthETF-其他0.51%—+308.99%
43MSFTMicrosoft CORP股票-科技0.50%—+3.59%
44QQQInvesco Qqq Trust Series 1ETF-科技型0.45%+0.03%—
45IWMIshares Russell 2000 ETFETF-中小型股0.44%+0.03%+5.31%
46VCRMVanguard Core Tax-ex BondETF-其他0.40%—+0.93%
47VTEIVanguard Int Tax-exempt BondETF-其他0.40%—+0.77%
48EOGEog Resources INC股票-能源0.39%-0.18%-10.62%
49SIRISirius Xm Holdings INC股票-通信服务0.38%+0.38%NEW
50DFACDimensional US Core Equity 2ETF-其他0.38%—-0.97%
1–50 of 104

本季持股变动

Sprinkle Financial Consultants LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Sirius Xm Holdings INC (SIRI); 新建仓: Schwab Short-term US Treas (SCHO); 清仓: Sirius Xm Holdings (SIRI 3.75 03-15-28); 新建仓: Sandisk CORP (SNDK); 清仓: Exxon Mobil CORP (XOM).

Sprinkle Financial Consultants LLC 于截至 2026-06-30 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
1OKEOneok INC+0.5%+33.47%加仓
2NVDANvidia CORP+0.5%+145.20%加仓
3SIRISirius Xm Holdings INC+0.4%NEW新建仓
4SCHOSchwab Short-term US Treas+0.4%NEW新建仓
5JGROJpmorgan Active Growth ETF+0.3%+4.60%加仓
6SNDKSandisk CORP+0.3%NEW新建仓
7HELOJpmorgan Hedged Equity ETF+0.2%+18.46%加仓
8AVLVAvantis US Large Cap Value+0.2%+22.68%加仓
9AVSCAvantis US Small Cap Equity+0.2%NEW新建仓
10MINOPimco Municipal Income Oppor+0.1%+24.33%加仓
11WDCWestern Digital CORP+0.1%—不变
12GCALDynamic California Muni ETF+0.1%NEW新建仓
13MMCANyli Mackay Ca Muni Interm+0.1%NEW新建仓
14IJRIshares Core S&p Small-cap E+0.1%+0.02%加仓
15VIOGVanguard S&p Sm Cap 600 Grw+0.1%NEW新建仓
16PWRQuanta Services INC+0.1%NEW新建仓
17AVEMAvantis Emerging Markets Eq+0.1%+3.74%加仓
18AVREAvantis Real Estate ETF+0.1%+15.96%加仓
19SCHASchwab US Small-cap ETF0%+0.26%加仓
20QLTYGmo U.s. Quality ETF0%+4.51%加仓
21IVWIshares S&p 500 Growth ETF0%-0.12%减仓
22AMZNAmazon.com INC0%+5.51%加仓
23QQQInvesco Qqq Trust Series 10%—不变
24IWMIshares Russell 2000 ETF0%+5.31%加仓
25TCAFT Rowe Prc Cap Appreciation0%+3.08%加仓
26JPSEJPM Diversified Rt Small Cap0%+2.82%加仓
27DFAXDimensional World Ex US Core0%+10.77%加仓
28DFAWDimensional World Eqty ETF—+4.42%加仓
29DFASDimensional US Small Cap ETF—+2.21%加仓
30DFEMDimensional Emrg Mrkt Core—+0.09%加仓
31SCHGSchwab US Large-cap Growth—+0.74%加仓
32GOOGLAlphabet Inc-cl A—-6.50%减仓
33DFSVDimensional US Small Cap Val0%+4.87%加仓
34VTIVanguard Total Stock Mkt ETF0%—不变
35PYLDPimco Multisector Bond Actv-0.1%+12.44%加仓
36IVVIshares Core S&p 500 ETF-0.1%-0.05%减仓
37AVGEAvantis All Eqty Mrkts ETF-0.1%+1.13%加仓
38AAPLApple INC-0.1%-3.36%减仓
39DFICDimensional International Co-0.1%+7.01%加仓
40IYEIshares U.s. Energy ETF-0.1%EXIT清仓
41✓ Ssga Active Tr-0.1%EXIT清仓
42DFUVDimensional US Marketwide Va-0.1%-0.02%减仓
43JCPBJpmorgan Core Plus Bond ETF-0.1%+14.55%加仓
44DFLVDim US Large Cap Value ETF-0.2%-2.12%减仓
45EOGEog Resources INC-0.2%-10.62%减仓
46XOMExxon Mobil CORP-0.2%EXIT清仓
47SCHXSchwab US Large-cap ETF-0.3%-0.59%减仓
48DFGRDim Global Real Estate ETF-0.3%+0.85%加仓
49TAt&t INC-0.4%-3.48%减仓
50SIRI 3.75 03-15-28Sirius Xm Holdings-0.4%EXIT清仓

FAQ

Sprinkle Financial Consultants LLC 是什么机构？属于哪种投资人类型？
Sprinkle Financial Consultants LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$2.5亿，分布在 104 个已申报仓位之中。
Sprinkle Financial Consultants LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sprinkle Financial Consultants LLC 按市值排列的前几大持股为： 1. Schwab US Large-cap ETF (SCHX) — US$2431.7万 (9.5%) 2. Jpmorgan Active Growth ETF (JGRO) — US$1875.5万 (7.4%) 3. Oneok INC (OKE) — US$1482.8万 (5.8%) 4. Ishares Core S&p Small-cap E (IJR) — US$1434.7万 (5.6%) 5. Jpmorgan Core Plus Bond ETF (JCPB) — US$1199.2万 (4.7%)
Sprinkle Financial Consultants LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sprinkle Financial Consultants LLC 共进行了 47 项显著调整：新建仓 8 个仓位、加仓 26 个既有持股、减仓 9 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Sirius Xm Holdings INC (SIRI); 新建仓: Schwab Short-term US Treas (SCHO); 清仓: Sirius Xm Holdings (SIRI 3.75 03-15-28); 新建仓: Sandisk CORP (SNDK); 清仓: Exxon Mobil CORP (XOM)
Sprinkle Financial Consultants LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Sprinkle Financial Consultants LLC 的主要板块分布如下： • Energy: 41.2% • Information Technology: 17.9% • Communication Services: 17.8% • Consumer Discretionary: 8.1% • Utilities: 6.5% • Industrials: 6.2%