Bonfire Financial
CIK 1762539 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $155.6M
- 持仓
- 60
- 截至
- 2026年6月30日
按 13F 价值排名第 7268（共 9443） · 前 77.0%
投资组合价值同比（季度）：+17.1% 13F不披露现金
- 前十大持仓权重
- 65.94%
- 前二十五大持仓权重
- 87.35%
- 持仓高于 1%
- 23
- 有效持仓数量
- 14.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.61% 估计买入 $17300544 · 卖出 $879338
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.9% 仍持有
- 新仓位
- 5
- 增加
- 37
- 减少
- 9
- 已结清
- 2
本页内容
行业细分
Technology
3.4%
Retail
1.3%
Healthcare
0.6%
Consumer Discretionary
0.3%
Financials
0.3%
Communication Services
0.2%
Energy
0.2%
其他/未映射
93.8%
完整投资组合 60 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| XLK XLK | $27064704 | 17.39% | 142057 | $8597517 | 上涨 ×6 | ||
| USFR | $22097355 | 14.20% | 438875 | $3192358 | 上涨 ×6 | ||
| VUG | $8855833 | 5.69% | 102807 | $1301424 | 上涨 ×1 | ||
| BRKB | $8075383 | 5.19% | 16138 | $872922 | 上涨 ×6 | ||
| XLF XLF | $7889828 | 5.07% | 147171 | $902682 | 上涨 ×1 | ||
| VCR | $6718954 | 4.32% | 16943 | $954443 | 上涨 ×1 | ||
| XLV XLV | $6360375 | 4.09% | 40088 | $717007 | 上涨 ×1 | ||
| XLC XLC | $5820516 | 3.74% | 54331 | $125780 | 上涨 ×6 | ||
| VIS | $5003909 | 3.22% | 13890 | $794326 | 上涨 ×1 | ||
| VTV | $4736798 | 3.04% | 21735 | $486996 | 上涨 ×1 | ||
| VGK | $3366422 | 2.16% | 38021 | $529354 | 上涨 ×1 | ||
| DGRO | $3086526 | 1.98% | 40725 | $302979 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $3082770 | 1.98% | 10654 | $838284 | 上涨 ×2 | ||
| VDC | $2993813 | 1.92% | 13277 | $116221 | 上涨 ×1 | ||
| SUB | $2349012 | 1.51% | 22063 | $-177998 | 下跌 ×1 | ||
| EFA | $2255490 | 1.45% | 21712 | $384956 | 上涨 ×3 | ||
| SPY SPY | $2213726 | 1.42% | 2957 | $290282 | 上涨 ×3 | ||
| VOO | $2042566 | 1.31% | 2974 | $280773 | 上涨 ×2 | ||
| SPTI | $1987704 | 1.28% | 70014 | $-82046 | 下跌 ×6 | ||
| BND Vanguard Total Bond Market ETF | $1951266 | 1.25% | 26580 | $87683 | 上涨 ×1 | ||
| IMCG | $1925095 | 1.24% | 19584 | $378120 | 下跌 ×6 | ||
| VDE | $1788455 | 1.15% | 11911 | $-230482 | 上涨 ×1 | ||
| FLOT | $1785090 | 1.15% | 34967 | $35796 | 上涨 ×1 | ||
| IWD | $1253905 | 0.81% | 5172 | $152216 | 上涨 ×6 | ||
| ONEY | $1236998 | 0.79% | 9656 | $-32838 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $1232952 | 0.79% | 3305 | $17922 | 上涨 ×6 | ||
| VPU | $1174781 | 0.75% | 6004 | $35597 | 上涨 ×1 | ||
| KR Kroger Company (The) Common Stock | $1168351 | 0.75% | 21040 | $-354103 | |||
| VGT | $1164787 | 0.75% | 9746 | $315668 | 上涨 ×2 | ||
| VAW | $968532 | 0.62% | 4234 | $23506 | 上涨 ×1 | ||
| BITB | $907723 | 0.58% | 28491 | $-124061 | 上涨 ×6 | ||
| IVV | $896775 | 0.58% | 1197 | $114594 | |||
| MUB | $885878 | 0.57% | 8232 | $3492 | 下跌 ×1 | ||
| EEM | $819298 | 0.53% | 11976 | $145956 | 上涨 ×2 | ||
| SCHD | $805820 | 0.52% | 25412 | $26175 | |||
| IJK | $777818 | 0.50% | 6620 | $111817 | 上涨 ×6 | ||
| IDEV | $754498 | 0.48% | 8477 | $92615 | 上涨 ×1 | ||
| IJR | $696734 | 0.45% | 4698 | $112833 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $520375 | 0.33% | 2183 | $94185 | 上涨 ×2 | ||
| CNC Centene Corporation Common Stock | $519040 | 0.33% | 8086 | $254304 | |||
| XLRE XLRE | $503130 | 0.32% | 11427 | $43674 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $397524 | 0.26% | 945 | $46170 | |||
| JPM JP Morgan Chase & Co. Common Stock | $393554 | 0.25% | 1202 | $129604 | 上涨 ×5 | ||
| IWF | $391898 | 0.25% | 3156 | $55409 | 上涨 ×1 | ||
| IYW | $381113 | 0.24% | 1511 | $107065 | |||
| WMT Walmart Inc. - Common Stock | $377704 | 0.24% | 3335 | $-33599 | 上涨 ×6 | ||
| IJJ | $371504 | 0.24% | 2515 | $38300 | |||
| VBR | $368725 | 0.24% | 1517 | $49100 | 上涨 ×2 | ||
| MSTR Strategy Inc - Class A Common Stock | $363802 | 0.23% | 4185 | $-160982 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $319085 | 0.21% | 903 | $60080 | |||
| AVGO Broadcom Inc. - Common Stock | $307579 | 0.20% | 814 | $55054 | 下跌 ×1 | ||
| EFG | $307120 | 0.20% | 2468 | $32212 | |||
| VIOG | $270281 | 0.17% | 1762 | $26512 | 下跌 ×6 | ||
| JNJ Johnson & Johnson Common Stock | $263531 | 0.17% | 1038 | $11319 | 上涨 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $249365 | 0.16% | 1824 | $-85003 | 下跌 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $243262 | 0.16% | 211 | 上涨 ×1 | |||
| VTI | $235518 | 0.15% | 636 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $226658 | 0.15% | 189 | 上涨 ×1 | |||
| AIA iShares Asia 50 ETF | $217590 | 0.14% | 1536 | 上涨 ×1 | |||
| XLI XLI | $208335 | 0.13% | 1125 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| XLK | $27064704 | 17.39% | 上涨 ×6 |
| USFR | $22097355 | 14.20% | 上涨 ×6 |
| BRKB | $8075383 | 5.19% | 上涨 ×6 |
| XLC | $5820516 | 3.74% | 上涨 ×6 |
| EFA | $2255490 | 1.45% | 上涨 ×3 |
| SPY | $2213726 | 1.42% | 上涨 ×3 |
| IWD | $1253905 | 0.81% | 上涨 ×6 |
| MSFT | $1232952 | 0.79% | 上涨 ×6 |
| BITB | $907723 | 0.58% | 上涨 ×6 |
| IJK | $777818 | 0.50% | 上涨 ×6 |
| JPM | $393554 | 0.25% | 上涨 ×5 |
| WMT | $377704 | 0.24% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| XLK | 增持 | +3K | +$8.6M |
| USFR | 增持 | +63K | +$3.2M |
| VUG | 增持 | +86K | +$1.3M |
| VCR | 增持 | +888 | +$954K |
| XLF | 增持 | +6K | +$903K |
| BRKB | 增持 | +1K | +$873K |
| AAPL | 增持 | +2K | +$838K |
| VIS | 增持 | +406 | +$794K |
| XLV | 增持 | +2K | +$717K |
| VGK | 增持 | +4K | +$529K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| TSLA | 2025年3月31日 | 3742 | $1511179 | 33.2% |
| GBTC | 2026年3月31日 | 3558 | $250822 | 不再跟踪 |
| PFE | 2026年3月31日 | 9725 | $242150 | -0.9% |
| GLD | 2026年6月30日 | 539 | $231926 | 不再跟踪 |
| AMZN | 2025年3月31日 | 1047 | $229703 | 38.2% |
| IYW | 2025年3月31日 | 1414 | $225519 | 不再跟踪 |
| BCD | 2025年3月31日 | 7153 | $224106 | 不再跟踪 |
| PLTR | 2026年6月30日 | 1521 | $222551 | 49.7% |
| HBI | 2025年12月31日 | 11057 | $72866 | 不再跟踪 |