13F 机构持仓

ASHTON THOMAS SECURITIES, LLC

ROCHESTER NY · SEC CIK 0000771572

2026Q22026Q1 更早 9 个季度 🔒
$6.77亿2026Q2 申报市值
378持仓数
33.1%前十大占比 · 第一大 9.0%
58 / 127新建仓 / 清仓
申报市值走势$6.77亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 9.0%
OMFL 4.1%
NVDA 4.0%
AAPL 2.8%
MSFT 2.4%
IMFL 2.4%
AMZN 2.3%
GOOGL 2.2%
VEA 2.0%
RWL 1.8%

2026Q2 买入最多 按季末市值估算

RWL 新建仓+$1,243.74万
SPYG 加仓+$1,191.96万
GOVI 加仓+$739.67万
GTO 加仓+$399.34万
INVESCO ACTIVELY 新建仓+$369.84万

2026Q2 卖出最多 按季末市值估算

IVV 清仓-$1,937.38万
IEMG 清仓-$1,752.98万
XLG 减仓-$1,430.01万
IEFA 清仓-$1,309.93万
IUSB 清仓-$1,214.06万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
IVV ISHARES TR $00.00%0 -29,665-100.0% -$1,937.38万 清仓
IEMG ISHARES INC $00.00%0 -251,369-100.0% -$1,752.98万 清仓
IEFA ISHARES TR $00.00%0 -144,696-100.0% -$1,309.93万 清仓
IUSB ISHARES TR $00.00%0 -263,033-100.0% -$1,214.06万 清仓
AGG ISHARES TR $00.00%0 -91,773-100.0% -$911.03万 清仓
V VISA INC $00.00%0 -29,767-100.0% -$899.75万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -277,807-100.0% -$837.59万 清仓
PTLC PACER FDS TR $00.00%0 -144,071-100.0% -$755.80万 清仓
IVW ISHARES TR $00.00%0 -56,905-100.0% -$643.24万 清仓
IWF ISHARES TR $00.00%0 -57,776-100.0% -$615.89万 清仓
EFV ISHARES TR $00.00%0 -80,841-100.0% -$600.68万 清仓
QUAL ISHARES TR $00.00%0 -31,053-100.0% -$595.28万 清仓
IVE ISHARES TR $00.00%0 -27,590-100.0% -$582.22万 清仓
DGRO ISHARES TR $00.00%0 -82,543-100.0% -$579.29万 清仓
OEF ISHARES TR $00.00%0 -17,015-100.0% -$540.85万 清仓
IWD ISHARES TR $00.00%0 -23,252-100.0% -$496.83万 清仓
TLH ISHARES TR $00.00%0 -42,248-100.0% -$425.24万 清仓
IJH ISHARES TR $00.00%0 -61,144-100.0% -$412.91万 清仓
NVS NOVARTIS AG $00.00%0 -22,962-100.0% -$350.74万 清仓
LLY ELI LILLY & CO $00.00%0 -3,359-100.0% -$308.96万 清仓
EMB ISHARES TR $00.00%0 -32,721-100.0% -$307.26万 清仓
FLRT PACER FDS TR $00.00%0 -64,424-100.0% -$298.35万 清仓
— EXXON MOBIL CORP $00.00%0 -16,560-100.0% -$280.96万 清仓
HDV ISHARES TR $00.00%0 -101,350-100.0% -$275.10万 清仓
CB CHUBB LTD SWITZ $00.00%0 -8,310-100.0% -$270.85万 清仓
PTNQ PACER FDS TR $00.00%0 -36,758-100.0% -$268.19万 清仓
IWM ISHARES TR $00.00%0 -10,785-100.0% -$267.47万 清仓
ILCV ISHARES TR $00.00%0 -28,232-100.0% -$262.96万 清仓
— ISHARES TR $00.00%0 -98,855-100.0% -$262.67万 清仓
— ISHARES TR $00.00%0 -92,109-100.0% -$259.38万 清仓
ILCG ISHARES TR $00.00%0 -26,866-100.0% -$256.52万 清仓
SOXX ISHARES TR $00.00%0 -7,422-100.0% -$243.93万 清仓
ADBE ADOBE INC $00.00%0 -9,673-100.0% -$235.08万 清仓
IAGG ISHARES TR $00.00%0 -46,622-100.0% -$233.12万 清仓
USRT ISHARES TR $00.00%0 -35,423-100.0% -$209.67万 清仓
ETN EATON CORP PLC $00.00%0 -5,530-100.0% -$197.81万 清仓
MTUM ISHARES TR $00.00%0 -8,126-100.0% -$194.91万 清仓
AON AON PLC $00.00%0 -6,030-100.0% -$194.67万 清仓
FALN ISHARES TR $00.00%0 -72,599-100.0% -$193.99万 清仓
IUSG ISHARES TR $00.00%0 -12,326-100.0% -$191.19万 清仓
SHOP SHOPIFY INC $00.00%0 -13,029-100.0% -$154.55万 清仓
ITOT ISHARES TR $00.00%0 -10,475-100.0% -$149.20万 清仓
— ISHARES TR $00.00%0 -52,150-100.0% -$129.07万 清仓
ITA ISHARES TR $00.00%0 -5,742-100.0% -$125.56万 清仓
IYW ISHARES TR $00.00%0 -6,069-100.0% -$110.10万 清仓
TLT ISHARES TR $00.00%0 -10,767-100.0% -$93.34万 清仓
SGOV ISHARES TR $00.00%0 -9,039-100.0% -$90.99万 清仓
USMV ISHARES TR $00.00%0 -9,526-100.0% -$88.34万 清仓
IGM ISHARES TR $00.00%0 -7,316-100.0% -$86.70万 清仓
KR KROGER CO $00.00%0 -10,907-100.0% -$78.92万 清仓
MUB ISHARES TR $00.00%0 -7,060-100.0% -$74.94万 清仓
AMLP ALPS ETF TR $00.00%0 -13,535-100.0% -$71.25万 清仓
NOW SERVICENOW INC $00.00%0 -6,605-100.0% -$69.25万 清仓
IWR ISHARES TR $00.00%0 -6,942-100.0% -$67.50万 清仓
ASML ASML HLDG NV $00.00%0 -456-100.0% -$60.24万 清仓
NYF ISHARES TR $00.00%0 -11,300-100.0% -$60.03万 清仓
— MFS CHARTER INCOME TR $00.00%0 -96,650-100.0% -$58.57万 清仓
BP BP PLC $00.00%0 -11,324-100.0% -$53.22万 清仓
EFAV ISHARES TR $00.00%0 -5,825-100.0% -$53.22万 清仓
IXC ISHARES TR $00.00%0 -9,182-100.0% -$52.90万 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -7,009-100.0% -$52.74万 清仓
IJR ISHARES TR $00.00%0 -4,065-100.0% -$50.53万 清仓
CNP CENTERPOINT ENERGY INC $00.00%0 -11,697-100.0% -$50.48万 清仓
PFF ISHARES TR $00.00%0 -16,000-100.0% -$48.51万 清仓
IEUR ISHARES TR $00.00%0 -6,752-100.0% -$47.45万 清仓
DVY ISHARES TR $00.00%0 -3,106-100.0% -$47.03万 清仓
— ISHARES TR $00.00%0 -8,500-100.0% -$44.30万 清仓
ENB ENBRIDGE INC $00.00%0 -8,091-100.0% -$43.73万 清仓
IEF ISHARES TR $00.00%0 -4,354-100.0% -$41.55万 清仓
LIN LINDE PLC $00.00%0 -810-100.0% -$40.16万 清仓
GE GE AEROSPACE $00.00%0 -1,406-100.0% -$39.93万 清仓
IBB ISHARES TR $00.00%0 -2,297-100.0% -$38.78万 清仓
IMCB ISHARES TR $00.00%0 -4,520-100.0% -$37.71万 清仓
GLD SPDR GOLD TR $00.00%0 -835-100.0% -$35.93万 清仓
— HONEYWELL INTL INC $00.00%0 -1,556-100.0% -$35.17万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -499-100.0% -$34.06万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -11,084-100.0% -$31.82万 清仓
STIP ISHARES TR $00.00%0 -2,711-100.0% -$28.04万 清仓
ABVX ABIVAX SA $00.00%0 -2,500-100.0% -$27.84万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -5,466-100.0% -$25.64万 清仓
IXUS ISHARES TR $00.00%0 -2,904-100.0% -$25.16万 清仓
ISCV ISHARES TR $00.00%0 -3,550-100.0% -$24.68万 清仓
IJS ISHARES TR $00.00%0 -2,006-100.0% -$23.76万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -5,246-100.0% -$23.73万 清仓
PFFD GLOBAL X FDS $00.00%0 -12,820-100.0% -$23.59万 清仓
HYG ISHARES TR $00.00%0 -2,964-100.0% -$23.58万 清仓
LOW LOWES COS INC $00.00%0 -994-100.0% -$23.49万 清仓
INTU INTUIT $00.00%0 -538-100.0% -$23.31万 清仓
ORI OLD REP INTL CORP $00.00%0 -5,808-100.0% -$23.17万 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -696-100.0% -$23.03万 清仓
PFE PFIZER INC $00.00%0 -8,123-100.0% -$22.91万 清仓
TIP ISHARES TR $00.00%0 -2,045-100.0% -$22.57万 清仓
BBY BEST BUY INC $00.00%0 -3,498-100.0% -$22.46万 清仓
COP CONOCOPHILLIPS $00.00%0 -1,696-100.0% -$22.39万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -4,499-100.0% -$21.94万 清仓
GOVT ISHARES TR $00.00%0 -9,400-100.0% -$21.54万 清仓
DG DOLLAR GEN CORP $00.00%0 -1,800-100.0% -$21.37万 清仓
IYG ISHARES TR $00.00%0 -2,362-100.0% -$19.57万 清仓
— ISHARES TR $00.00%0 -8,800-100.0% -$19.12万 清仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -11,337-100.0% -$17.74万 清仓