Formidable Asset Management, LLC
CINCINNATI OH · SEC CIK 0001592613
$6.48亿2026Q1 申报市值
381持仓数
34.8%前十大占比 · 第一大 7.6%
21 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SHV 加仓+$176.18万
BABA 加仓+$170.96万
QGRW 加仓+$161.24万
META 加仓+$132.75万
NFLX 加仓+$118.36万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$423.80万
PG 减仓-$414.42万
AMD 减仓-$376.84万
MU 减仓-$163.88万
DCI 清仓-$151.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,907.12万 | 7.58% | 180,502 | -15,589 | -7.9% | -$423.80万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $3,663.25万 | 5.66% | 255,617 | -28,918 | -10.2% | -$414.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,652.58万 | 4.10% | 142,610 | -717 | -0.5% | -$13.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,227.75万 | 3.44% | 46,716 | -1,175 | -2.5% | -$56.03万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $1,954.32万 | 3.02% | 639,923 | -37,952 | -5.6% | -$115.91万 | 减仓 |
| META | META PLATFORMS INC | $1,892.08万 | 2.92% | 28,890 | 2,027 | 7.5% | $132.75万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $1,779.60万 | 2.75% | 738,916 | -50,653 | -6.4% | -$121.99万 | 减仓 |
| GOOG | ALPHABET INC | $1,302.30万 | 2.01% | 41,618 | -1,377 | -3.2% | -$43.09万 | 减仓 |
| LLY | ELI LILLY & CO | $1,285.43万 | 1.98% | 11,961 | -68 | -0.6% | -$7.31万 | 减仓 |
| AMZN | AMAZON COM INC | $897.27万 | 1.39% | 38,873 | -435 | -1.1% | -$10.04万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $885.96万 | 1.37% | 60,442 | 11,663 | 23.9% | $170.96万 | 加仓 |
| TSLA | TESLA INC | $879.61万 | 1.36% | 19,559 | 379 | 2.0% | $17.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $866.75万 | 1.34% | 26,899 | 45 | 0.2% | $1.45万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $803.76万 | 1.24% | 843,399 | -72,934 | -8.0% | -$69.51万 | 减仓 |
| GOOGL | ALPHABET INC | $800.58万 | 1.24% | 25,578 | -202 | -0.8% | -$6.32万 | 减仓 |
| QUAL | ISHARES TR | $711.91万 | 1.10% | 35,843 | -5,837 | -14.0% | -$115.93万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $710.29万 | 1.10% | 1,376,536 | -57,281 | -4.0% | -$29.56万 | 减仓 |
| AVGO | BROADCOM INC | $649.84万 | 1.00% | 18,776 | -1,738 | -8.5% | -$60.15万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $619.43万 | 0.96% | 66,749 | 2,796 | 4.4% | $25.95万 | 加仓 |
| CHE | CHEMED CORP NEW | $611.69万 | 0.94% | 14,447 | -2,334 | -13.9% | -$98.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $563.75万 | 0.87% | 26,866 | -1,276 | -4.5% | -$26.78万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $559.62万 | 0.86% | 110,619 | -7,914 | -6.7% | -$40.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $528.89万 | 0.82% | 10,522 | 214 | 2.1% | $10.76万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $504.84万 | 0.78% | 62,885 | -906 | -1.4% | -$7.27万 | 减仓 |
| — | EXXON MOBIL CORP | $481.12万 | 0.74% | 39,980 | -11,734 | -22.7% | -$141.21万 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $464.27万 | 0.72% | 301,869 | 6,321 | 2.1% | $9.72万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $443.66万 | 0.68% | 20,186 | 179 | 0.9% | $3.93万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $442.99万 | 0.68% | 14,955 | 237 | 1.6% | $7.02万 | 加仓 |
| V | VISA INC | $427.55万 | 0.66% | 12,191 | -31 | -0.3% | -$1.09万 | 减仓 |
| TBIL | RBB FD INC | $383.59万 | 0.59% | 76,903 | -12,267 | -13.8% | -$61.19万 | 减仓 |
| ACTG | ACACIA RESH CORP | $372.66万 | 0.58% | 838,869 | -31,962 | -3.7% | -$14.20万 | 减仓 |
| — | FLUX PWR HLDGS INC | $352.50万 | 0.54% | 2,862,002 | -281,054 | -8.9% | -$34.62万 | 减仓 |
| HD | HOME DEPOT INC | $351.81万 | 0.54% | 10,224 | -962 | -8.6% | -$33.10万 | 减仓 |
| WMT | WALMART INC | $347.02万 | 0.54% | 31,148 | -298 | -0.9% | -$3.32万 | 减仓 |
| MCD | MCDONALDS CORP | $344.26万 | 0.53% | 11,264 | 9 | 0.1% | $2,751 | 加仓 |
| CVX | CHEVRON CORP NEW | $343.08万 | 0.53% | 22,510 | -3,548 | -13.6% | -$54.08万 | 减仓 |
| PEP | PEPSICO INC | $330.25万 | 0.51% | 23,011 | -3,034 | -11.6% | -$43.54万 | 减仓 |
| QGRW | WISDOMTREE TR | $322.39万 | 0.50% | 54,950 | 27,483 | 100.1% | $161.24万 | 加仓 |
| ADBE | ADOBE INC | $317.49万 | 0.49% | 9,760 | -1,046 | -9.7% | -$34.03万 | 减仓 |
| ASML | ASML HOLDING N V | $304.30万 | 0.47% | 2,844 | -52 | -1.8% | -$5.56万 | 减仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $297.62万 | 0.46% | 77,668 | -5,828 | -7.0% | -$22.33万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $286.28万 | 0.44% | 113,692 | -18,785 | -14.2% | -$47.30万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $284.40万 | 0.44% | 6,067 | 599 | 11.0% | $28.08万 | 加仓 |
| ORCL | ORACLE CORP | $284.37万 | 0.44% | 14,590 | 970 | 7.1% | $18.91万 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $265.77万 | 0.41% | 158,385 | 33,940 | 27.3% | $56.95万 | 加仓 |
| SHV | ISHARES TR | $251.80万 | 0.39% | 22,860 | 15,995 | 233.0% | $176.18万 | 加仓 |
| IVV | ISHARES TR | $246.30万 | 0.38% | 3,596 | 61 | 1.7% | $4.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $236.87万 | 0.37% | 58,157 | -2,895 | -4.7% | -$11.79万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $236.46万 | 0.37% | 67,886 | -1,999 | -2.9% | -$6.96万 | 减仓 |
| BAC | BANK AMERICA CORP | $230.40万 | 0.36% | 41,891 | -1,163 | -2.7% | -$6.40万 | 减仓 |
| NEM | NEWMONT CORP | $229.83万 | 0.35% | 23,017 | -758 | -3.2% | -$7.57万 | 减仓 |
| IEF | ISHARES TR | $223.30万 | 0.34% | 23,222 | 948 | 4.3% | $9.12万 | 加仓 |
| DTH | WISDOMTREE TR | $222.34万 | 0.34% | 43,086 | -10,874 | -20.2% | -$56.12万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $220.62万 | 0.34% | 7,787 | -270 | -3.4% | -$7.65万 | 减仓 |
| ABBV | ABBVIE INC | $220.06万 | 0.34% | 9,631 | -592 | -5.8% | -$13.53万 | 减仓 |
| HDV | ISHARES TR | $216.79万 | 0.33% | 17,827 | -924 | -4.9% | -$11.24万 | 减仓 |
| MO | ALTRIA GROUP INC | $216.69万 | 0.33% | 37,581 | 2,887 | 8.3% | $16.65万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $214.03万 | 0.33% | 7,043 | -26 | -0.4% | -$7,901 | 减仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $213.68万 | 0.33% | 30,972 | 196 | 0.6% | $1.35万 | 加仓 |
| QCOM | QUALCOMM INC | $211.98万 | 0.33% | 12,393 | -1,824 | -12.8% | -$31.20万 | 减仓 |
| TLT | ISHARES TR | $211.10万 | 0.33% | 24,220 | -336 | -1.4% | -$2.93万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $198.67万 | 0.31% | 5,901 | -283 | -4.6% | -$9.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $195.82万 | 0.30% | 3,430 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $192.88万 | 0.30% | 10,851 | 2,678 | 32.8% | $47.60万 | 加仓 |
| OBIL | RBB FD INC | $192.77万 | 0.30% | 38,404 | 1,886 | 5.2% | $9.47万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $189.66万 | 0.29% | 13,215 | -607 | -4.4% | -$8.71万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $189.40万 | 0.29% | 8,844 | -17,596 | -66.6% | -$376.84万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $187.45万 | 0.29% | 43,969 | -11,768 | -21.1% | -$50.17万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $182.55万 | 0.28% | 6,804 | -285 | -4.0% | -$7.65万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $177.26万 | 0.27% | 331 | 1 | 0.3% | $5,355 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $176.28万 | 0.27% | 2,585 | 25 | 1.0% | $1.70万 | 加仓 |
| DE | DEERE & CO | $173.11万 | 0.27% | 3,718 | -161 | -4.2% | -$7.50万 | 减仓 |
| RYLD | GLOBAL X FDS | $172.29万 | 0.27% | 112,611 | -529 | -0.5% | -$8,094 | 减仓 |
| AMGN | AMGEN INC | $170.08万 | 0.26% | 5,196 | -143 | -2.7% | -$4.68万 | 减仓 |
| TLN | TALEN ENERGY CORP | $167.53万 | 0.26% | 4,641 | 1,293 | 38.6% | $46.68万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $167.44万 | 0.26% | 20,492 | -1,916 | -8.6% | -$15.66万 | 减仓 |
| GE | GE AEROSPACE | $165.26万 | 0.26% | 5,365 | -1,028 | -16.1% | -$31.67万 | 减仓 |
| UNP | UNION PAC CORP | $160.11万 | 0.25% | 6,921 | -186 | -2.6% | -$4.30万 | 减仓 |
| LAR | LITHIUM ARGENTINA AG | $158.39万 | 0.24% | 268,926 | -46,495 | -14.7% | -$27.38万 | 减仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $157.44万 | 0.24% | 51,874 | -2,740 | -5.0% | -$8.32万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $156.39万 | 0.24% | 35,270 | -609 | -1.7% | -$2.70万 | 减仓 |
| — | TIDAL TRUST III | $152.78万 | 0.24% | 81,526 | 7,322 | 9.9% | $13.72万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $152.68万 | 0.24% | 1,737 | -149 | -7.9% | -$13.10万 | 减仓 |
| JD | JD.COM INC | $152.65万 | 0.24% | 53,189 | -6,248 | -10.5% | -$17.93万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $151.42万 | 0.23% | 25,937 | 205 | 0.8% | $1.20万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $150.77万 | 0.23% | 33,526 | -18,801 | -35.9% | -$84.55万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $142.44万 | 0.22% | 8,792 | -158 | -1.8% | -$2.56万 | 减仓 |
| IVW | ISHARES TR | $140.05万 | 0.22% | 11,362 | 900 | 8.6% | $11.09万 | 加仓 |
| ETN | EATON CORP PLC | $136.93万 | 0.21% | 4,299 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $135.33万 | 0.21% | 14,521 | 1,807 | 14.2% | $16.84万 | 加仓 |
| EOG | EOG RES INC | $134.92万 | 0.21% | 12,848 | -794 | -5.8% | -$8.34万 | 减仓 |
| CB | CHUBB LIMITED | $132.23万 | 0.20% | 4,237 | -55 | -1.3% | -$1.72万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $131.55万 | 0.20% | 3,985 | -247 | -5.8% | -$8.15万 | 减仓 |
| NFLX | NETFLIX INC | $130.86万 | 0.20% | 13,957 | 12,624 | 947.0% | $118.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $129.91万 | 0.20% | 2,115 | 218 | 11.5% | $13.39万 | 加仓 |
| XAR | SPDR SERIES TRUST | $127.81万 | 0.20% | 5,298 | 1,538 | 40.9% | $37.10万 | 加仓 |
| GDX | VANECK ETF TRUST | $127.37万 | 0.20% | 14,850 | -1,264 | -7.8% | -$10.84万 | 减仓 |
| PFE | PFIZER INC | $127.18万 | 0.20% | 51,077 | 4,632 | 10.0% | $11.53万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $126.55万 | 0.20% | 27,035 | 2,841 | 11.7% | $13.30万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $126.21万 | 0.19% | 19,431 | -4,227 | -17.9% | -$27.45万 | 减仓 |