Larson Financial Group LLC
ST LOUIS MO · SEC CIK 0001731061
$38.09亿2026Q2 申报市值
3,760持仓数
30.1%前十大占比 · 第一大 6.9%
299 / 226新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGCB 新建仓+$4,362.52万
SPYM 加仓+$3,253.18万
QGRO 加仓+$2,361.44万
DGRW 加仓+$2,248.95万
EQPT 新建仓+$1,702.48万
2026Q2 卖出最多 按季末市值估算
PGIM ETF TR 减仓-$3,471.78万
VOO 减仓-$1,957.41万
VO 减仓-$1,388.75万
JPST 减仓-$1,274.17万
EFV 减仓-$1,027.11万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2.65亿 | 6.95% | 3,010,487 | 370,184 | 14.0% | $3,253.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.48亿 | 3.90% | 742,117 | 1,794 | 0.2% | $35.90万 | 加仓 |
| DGRW | WISDOMTREE TR | $1.39亿 | 3.64% | 1,451,061 | 235,197 | 19.3% | $2,248.95万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $1.35亿 | 3.55% | 1,146,521 | 200,037 | 21.1% | $2,361.44万 | 加仓 |
| AAPL | APPLE INC | $1.29亿 | 3.39% | 446,809 | -6,594 | -1.5% | -$190.80万 | 减仓 |
| AMAT | APPLIED MATLS INC | $7,934.80万 | 2.08% | 109,748 | -5,978 | -5.2% | -$432.21万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $6,988.50万 | 1.83% | 1,983,117 | 405,191 | 25.7% | $1,427.89万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $6,072.51万 | 1.59% | 1,123,915 | 101,513 | 9.9% | $548.47万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $6,020.63万 | 1.58% | 1,040,102 | 141,101 | 15.7% | $816.76万 | 加仓 |
| AMZN | AMAZON COM INC | $6,002.40万 | 1.58% | 251,842 | 3,531 | 1.4% | $84.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,104.17万 | 1.34% | 74,317 | -28,500 | -27.7% | -$1,957.41万 | 减仓 |
| IQLT | ISHARES TR | $4,684.93万 | 1.23% | 945,496 | 128,900 | 15.8% | $638.70万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $4,667.93万 | 1.23% | 872,511 | 147,933 | 20.4% | $791.44万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $4,362.52万 | 1.15% | 1,666,355 | 1,666,355 | — | $4,362.52万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,149.60万 | 1.09% | 912,200 | 153,366 | 20.2% | $697.66万 | 加仓 |
| AVGO | BROADCOM INC | $3,948.98万 | 1.04% | 104,540 | 2,696 | 2.6% | $101.84万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,623.75万 | 0.95% | 83,626 | -12,337 | -12.9% | -$534.60万 | 减仓 |
| SGOV | ISHARES TR | $3,580.40万 | 0.94% | 355,658 | 107,530 | 43.3% | $1,082.50万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,452.98万 | 0.91% | 46,890 | -10,001 | -17.6% | -$736.47万 | 减仓 |
| VO | VANGUARD INDEX FDS | $3,396.46万 | 0.89% | 421,554 | -172,366 | -29.0% | -$1,388.75万 | 减仓 |
| GOOGL | ALPHABET INC | $3,218.32万 | 0.84% | 90,056 | 9,530 | 11.8% | $340.57万 | 加仓 |
| EMGF | ISHARES INC | $3,205.15万 | 0.84% | 437,503 | 41,970 | 10.6% | $307.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,174.76万 | 0.83% | 54,652 | -6,197 | -10.2% | -$359.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,151.05万 | 0.83% | 84,474 | -4,151 | -4.7% | -$154.84万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $3,100.42万 | 0.81% | 1,074,484 | 279,000 | 35.1% | $805.05万 | 加仓 |
| GOOG | ALPHABET INC | $3,095.67万 | 0.81% | 87,614 | 886 | 1.0% | $31.31万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $2,968.77万 | 0.78% | 1,461,727 | 317,690 | 27.8% | $645.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,879.59万 | 0.76% | 38,561 | 281 | 0.7% | $20.98万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $2,758.26万 | 0.72% | 570,428 | -18,180 | -3.1% | -$87.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,753.19万 | 0.72% | 55,021 | 3,767 | 7.3% | $188.50万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $2,745.10万 | 0.72% | 1,132,001 | 137,249 | 13.8% | $332.83万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,723.56万 | 0.72% | 537,668 | 58,533 | 12.2% | $296.50万 | 加仓 |
| LLY | ELI LILLY & CO | $2,618.44万 | 0.69% | 21,831 | 4,817 | 28.3% | $577.76万 | 加仓 |
| MUNI | PIMCO ETF TR | $2,567.23万 | 0.67% | 488,067 | 77,831 | 19.0% | $409.39万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,521.72万 | 0.66% | 917,990 | 157,609 | 20.7% | $432.95万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,411.72万 | 0.63% | 909,398 | 152,551 | 20.2% | $404.57万 | 加仓 |
| ISCF | ISHARES TR | $2,164.99万 | 0.57% | 500,113 | 116,540 | 30.4% | $504.50万 | 加仓 |
| TSLA | TESLA INC | $2,084.22万 | 0.55% | 49,553 | 9,737 | 24.5% | $409.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,008.36万 | 0.53% | 105,415 | 6,609 | 6.7% | $125.91万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,900.20万 | 0.50% | 229,992 | -4,932 | -2.1% | -$40.75万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,752.83万 | 0.46% | 213,916 | -6,500 | -2.9% | -$53.26万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,726.56万 | 0.45% | 313,862 | -6,056 | -1.9% | -$33.31万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $1,702.48万 | 0.45% | 865,963 | 865,963 | — | $1,702.48万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,664.87万 | 0.44% | 17,797 | 3,031 | 20.5% | $283.54万 | 加仓 |
| GE | GE AEROSPACE | $1,637.66万 | 0.43% | 43,819 | 1,520 | 3.6% | $56.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,626.33万 | 0.43% | 49,685 | 3,066 | 6.6% | $100.36万 | 加仓 |
| CAT | CATERPILLAR INC | $1,605.21万 | 0.42% | 15,074 | 273 | 1.8% | $29.07万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $1,593.76万 | 0.42% | 713,232 | -246,371 | -25.7% | -$550.53万 | 减仓 |
| GLD | SPDR GOLD TR | $1,555.65万 | 0.41% | 42,229 | 16,634 | 65.0% | $612.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,446.21万 | 0.38% | 256,056 | 12,125 | 5.0% | $68.48万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1,444.69万 | 0.38% | 79,751 | -3,242 | -3.9% | -$58.73万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,425.02万 | 0.37% | 238,737 | -66,629 | -21.8% | -$397.71万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,372.65万 | 0.36% | 9,930 | 733 | 8.0% | $101.32万 | 加仓 |
| META | META PLATFORMS INC | $1,364.51万 | 0.36% | 24,224 | 821 | 3.5% | $46.25万 | 加仓 |
| WWD | WOODWARD INC | $1,344.09万 | 0.35% | 31,593 | 2,016 | 6.8% | $85.77万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,339.99万 | 0.35% | 130,033 | -3,386 | -2.5% | -$34.89万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1,329.25万 | 0.35% | 294,604 | -2,677 | -0.9% | -$12.08万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,301.30万 | 0.34% | 353,998 | 325,390 | 1,137.4% | $1,196.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,267.04万 | 0.33% | 181,265 | -33,726 | -15.7% | -$235.74万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $1,220.13万 | 0.32% | 45,747 | 41,528 | 984.3% | $1,107.60万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $1,199.47万 | 0.31% | 69,500 | -15,300 | -18.0% | -$264.06万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,143.04万 | 0.30% | 310,019 | -19,774 | -6.0% | -$72.91万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,132.92万 | 0.30% | 323,415 | -22,800 | -6.6% | -$79.87万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1,090.69万 | 0.29% | 207,592 | 10,589 | 5.4% | $55.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,049.98万 | 0.28% | 9,096 | 1,863 | 25.8% | $215.05万 | 加仓 |
| V | VISA INC | $1,046.92万 | 0.27% | 30,515 | 1,312 | 4.5% | $45.01万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,033.63万 | 0.27% | 88,594 | 24,240 | 37.7% | $282.81万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,023.39万 | 0.27% | 535,246 | 491,353 | 1,119.4% | $939.47万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,020.01万 | 0.27% | 247,275 | -74,677 | -23.2% | -$308.04万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,019.30万 | 0.27% | 165,847 | 13,452 | 8.8% | $82.68万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,016.50万 | 0.27% | 15,498 | 595 | 4.0% | $39.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $999.03万 | 0.26% | 13,091 | 194 | 1.5% | $14.80万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $964.83万 | 0.25% | 158,714 | -43,158 | -21.4% | -$262.36万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $949.84万 | 0.25% | 9,711 | 126 | 1.3% | $12.32万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $913.77万 | 0.24% | 367,273 | -89,579 | -19.6% | -$222.87万 | 减仓 |
| MO | ALTRIA GROUP INC | $912.38万 | 0.24% | 126,808 | 79,085 | 165.7% | $569.02万 | 加仓 |
| ABBV | ABBVIE INC | $903.83万 | 0.24% | 35,918 | -24 | -0.1% | -$6,039 | 减仓 |
| GEV | GE VERNOVA INC | $873.88万 | 0.23% | 7,438 | 112 | 1.5% | $13.16万 | 加仓 |
| WMB | WILLIAMS COS INC | $871.29万 | 0.23% | 117,204 | 1,862 | 1.6% | $13.84万 | 加仓 |
| MRK | MERCK & CO INC | $821.52万 | 0.22% | 63,932 | 4,225 | 7.1% | $54.29万 | 加仓 |
| IGSB | ISHARES TR | $813.93万 | 0.21% | 155,301 | -12,580 | -7.5% | -$65.93万 | 减仓 |
| BA | BOEING CO | $801.18万 | 0.21% | 37,011 | 8,905 | 31.7% | $192.77万 | 加仓 |
| — | EXXON MOBIL CORP | $789.37万 | 0.21% | 57,736 | 2,886 | 5.3% | $39.46万 | 加仓 |
| ETN | EATON CORP PLC | $779.73万 | 0.20% | 18,298 | -217 | -1.2% | -$9.25万 | 减仓 |
| CMI | CUMMINS INC | $763.68万 | 0.20% | 10,708 | -277 | -2.5% | -$19.76万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $758.10万 | 0.20% | 84,989 | -3,529 | -4.0% | -$31.48万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $756.17万 | 0.20% | 329,412 | -115,818 | -26.0% | -$265.86万 | 减仓 |
| IVV | ISHARES TR | $748.26万 | 0.20% | 9,992 | -1,811 | -15.3% | -$135.62万 | 减仓 |
| PFE | PFIZER INC | $747.08万 | 0.20% | 310,250 | 200,269 | 182.1% | $482.25万 | 加仓 |
| WMT | WALMART INC | $738.48万 | 0.19% | 65,202 | -2,896 | -4.3% | -$32.80万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $726.65万 | 0.19% | 94,065 | 205 | 0.2% | $1.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $725.07万 | 0.19% | 228,658 | 122,115 | 114.6% | $387.23万 | 加仓 |
| PHM | PULTE GROUP INC | $721.29万 | 0.19% | 52,569 | 2,817 | 5.7% | $38.65万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $715.27万 | 0.19% | 29,050 | 146 | 0.5% | $3.59万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $714.41万 | 0.19% | 74,040 | -86,086 | -53.8% | -$830.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $707.17万 | 0.19% | 27,845 | -583 | -2.1% | -$14.81万 | 减仓 |
| EFV | ISHARES TR | $701.24万 | 0.18% | 91,606 | -134,175 | -59.4% | -$1,027.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $679.84万 | 0.18% | 82,565 | -21,298 | -20.5% | -$175.37万 | 减仓 |
| DGRO | ISHARES TR | $679.17万 | 0.18% | 89,612 | 3,188 | 3.7% | $24.16万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $678.77万 | 0.18% | 74,418 | -2,079 | -2.7% | -$18.96万 | 减仓 |