本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Client First Investment Management LLC (CIK 2018284) reported $237.3M across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ADPV ($119.1M, 50.20%), SSO ($36.7M, 15.46%), BOXX ($18.1M, 7.61%), UWM ($8.0M, 3.39%), PULS ($7.2M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ADPV | SERIES PORTFOLIOS TR | $119.1M | 50.20% | 2.5M | Added |
| 2 | SSO | PROSHARES TR | $36.7M | 15.46% | 544,551 | Added |
| 3 | BOXX | EA SERIES TRUST | $18.1M | 7.61% | 154,198 | Trimmed |
| 4 | UWM | PROSHARES TR | $8.0M | 3.39% | 119,587 | New |
| 5 | PULS | PGIM ETF TR | $7.2M | 3.05% | 146,204 | Trimmed |
| 6 | SOXL | DIREXION SHARES ETF TRUST | $4.0M | 1.69% | 15,022 | New |
| 7 | FALN | ISHARES TR | $3.8M | 1.60% | 139,127 | New |
| 8 | VEMY | VIRTUS ETF TR II | $3.8M | 1.58% | 130,099 | New |
| 9 | FLRT | PACER FDS TR | $3.5M | 1.49% | 75,741 | New |
| 10 | CVRT | CALAMOS ETF TR | $3.2M | 1.34% | 62,004 | New |
| 11 | CLOZ | SERIES PORTFOLIOS TR | $3.0M | 1.25% | 112,467 | New |
| 12 | NEBX | INVESTMENT MANAGERS SER TR I | $2.9M | 1.24% | 49,971 | New |
| 13 | LLY | ELI LILLY & CO | $2.7M | 1.16% | 2,286 | Added |
| 14 | AIS | TIDAL TRUST III | $2.6M | 1.11% | 30,921 | New |
| 15 | ARKG | ARK ETF TR | $2.6M | 1.09% | 61,321 | New |
| 16 | QLD | PROSHARES TR | $2.3M | 0.97% | 23,771 | New |
| 17 | WELD | TEMA ETF TRUST | $2.3M | 0.95% | 35,965 | New |
| 18 | LABX | INVESTMENT MANAGERS SER TR I | $1.5M | 0.64% | 6,900 | New |
| 19 | MSFT | MICROSOFT CORP | $1.3M | 0.54% | 3,445 | Trimmed |
| 20 | SPUU | DIREXION SHARES ETF TRUST | $1.3M | 0.53% | 5,849 | New |
| 21 | BEX | INVESTMENT MANAGERS SER TR I | $1.2M | 0.52% | 20,466 | New |
| 22 | CBON | VANECK ETF TRUST | $1.2M | 0.49% | 48,632 | New |
| 23 | USD | PROSHARES TR | $1.1M | 0.47% | 10,756 | New |
| 24 | AMDL | GRANITESHARES ETF TR | $1.1M | 0.46% | 13,258 | New |
| 25 | JAAA | JANUS DETROIT STR TR | $911,496 | 0.38% | 18,053 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30