Advisory Resource Group
Tulsa OK · SEC CIK 0001764968
$6.65亿2026Q2 申报市值
183持仓数
35.4%前十大占比 · 第一大 6.7%
18 / 9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
FELG 新建仓+$784.52万
VOE 新建仓+$650.53万
ZTS 新建仓+$486.95万
VBK 加仓+$469.93万
IWP 加仓+$455.27万
2026Q2 卖出最多 按季末市值估算
VONG 减仓-$732.98万
ELV 清仓-$535.85万
HON 减仓-$351.03万
SHYM 减仓-$254.33万
PSX 减仓-$245.87万
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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $185.67万 | 0.28% | 20,956 | -1,729 | -7.6% | -$15.32万 | 减仓 |
| INTC | INTEL CORP | $186.12万 | 0.28% | 13,330 | -1,149 | -7.9% | -$16.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $187.06万 | 0.28% | 2,000 | -133 | -6.2% | -$12.44万 | 减仓 |
| AVGO | BROADCOM INC | $187.82万 | 0.28% | 4,972 | 186 | 3.9% | $7.03万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $188.86万 | 0.28% | 77,689 | 1,303 | 1.7% | $3.17万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $189.29万 | 0.28% | 59,694 | 10,855 | 22.2% | $34.42万 | 加仓 |
| ETN | EATON CORP PLC | $190.86万 | 0.29% | 4,479 | -297 | -6.2% | -$12.66万 | 减仓 |
| NET | CLOUDFLARE INC | $193.53万 | 0.29% | 7,890 | -130 | -1.6% | -$3.19万 | 减仓 |
| DASH | DOORDASH INC | $194.55万 | 0.29% | 10,543 | 2,374 | 29.1% | $43.81万 | 加仓 |
| TSLA | TESLA INC | $199.45万 | 0.30% | 4,742 | -8 | -0.2% | -$3,365 | 减仓 |
| LLY | ELI LILLY & CO | $202.07万 | 0.30% | 1,685 | 1,070 | 174.0% | $128.32万 | 加仓 |
| ASML | ASML HLDG NV | $208.69万 | 0.31% | 1,049 | -111 | -9.6% | -$22.08万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $209.31万 | 0.31% | 68,886 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $212.32万 | 0.32% | 5,657 | 636 | 12.7% | $23.87万 | 加仓 |
| — | AB ACTIVE ETFS INC | $212.72万 | 0.32% | 83,964 | 3,821 | 4.8% | $9.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $213.12万 | 0.32% | 4,259 | 19 | 0.4% | $9,507 | 加仓 |
| UTES | ETFIS SER TR I | $215.25万 | 0.32% | 26,333 | 725 | 2.8% | $5.93万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $217.40万 | 0.33% | 12,797 | -31 | -0.2% | -$5,266 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $218.75万 | 0.33% | 2,867 | -819 | -22.2% | -$62.49万 | 减仓 |
| APH | AMPHENOL CORP | $218.83万 | 0.33% | 12,411 | 3,534 | 39.8% | $62.31万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $219.49万 | 0.33% | 26,422 | 764 | 3.0% | $6.35万 | 加仓 |
| KLAC | KLA CORP | $220.61万 | 0.33% | 7,312 | 7,312 | — | $220.61万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $224.75万 | 0.34% | 44,217 | 927 | 2.1% | $4.71万 | 加仓 |
| HYDB | ISHARES TR | $229.41万 | 0.34% | 49,050 | 3,464 | 7.6% | $16.20万 | 加仓 |
| META | META PLATFORMS INC | $231.99万 | 0.35% | 4,119 | 429 | 11.6% | $24.16万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $232.46万 | 0.35% | 54,593 | 54,593 | — | $232.46万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $236.02万 | 0.35% | 5,447 | -27 | -0.5% | -$1.17万 | 减仓 |
| IWD | ISHARES TR | $243.24万 | 0.37% | 10,034 | -119 | -1.2% | -$2.88万 | 减仓 |
| GOOG | ALPHABET INC | $247.90万 | 0.37% | 7,016 | 95 | 1.4% | $3.36万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $251.30万 | 0.38% | 7,369 | -1,846 | -20.0% | -$62.95万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $260.10万 | 0.39% | 22,178 | 4,958 | 28.8% | $58.15万 | 加仓 |
| GE | GE AEROSPACE | $261.13万 | 0.39% | 6,987 | 1,093 | 18.5% | $40.85万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $262.34万 | 0.39% | 32,169 | 2,127 | 7.1% | $17.35万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $263.99万 | 0.40% | 2,287 | -1,019 | -30.8% | -$117.62万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $267.53万 | 0.40% | 5,602 | -325 | -5.5% | -$15.52万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $280.06万 | 0.42% | 78,415 | 78,415 | — | $280.06万 | 新建仓 |
| AMZN | AMAZON COM INC | $296.11万 | 0.45% | 12,424 | 514 | 4.3% | $12.25万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $319.56万 | 0.48% | 62,720 | -3,354 | -5.1% | -$17.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $323.31万 | 0.49% | 8,667 | 4,014 | 86.3% | $149.74万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $328.42万 | 0.49% | 127,890 | 5,898 | 4.8% | $15.15万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $342.48万 | 0.52% | 15,491 | 15,491 | — | $342.48万 | 新建仓 |
| HON | HONEYWELL INTL INC | $346.87万 | 0.52% | 15,492 | -15,678 | -50.3% | -$351.03万 | 减仓 |
| — | PACER FDS TR | $359.04万 | 0.54% | 89,292 | 223 | 0.3% | $8,967 | 加仓 |
| NVDA | NVIDIA CORPORATION | $380.63万 | 0.57% | 19,023 | 1,259 | 7.1% | $25.19万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $384.79万 | 0.58% | 75,881 | -849 | -1.1% | -$4.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $422.09万 | 0.63% | 138,505 | -1,319 | -0.9% | -$4.02万 | 减仓 |
| IWR | ISHARES TR | $422.51万 | 0.64% | 38,299 | 31,646 | 475.7% | $349.12万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $423.71万 | 0.64% | 174,726 | 13,498 | 8.4% | $32.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $431.76万 | 0.65% | 14,244 | 11,821 | 487.9% | $358.32万 | 加仓 |
| — | PGIM ETF TR | $451.50万 | 0.68% | 38,915 | -2,913 | -7.0% | -$33.80万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $453.57万 | 0.68% | 28,588 | 1,052 | 3.8% | $16.69万 | 加仓 |
| — | VIRTUS ETF TR II | $454.82万 | 0.68% | 157,788 | 9,702 | 6.6% | $27.97万 | 加仓 |
| IXUS | ISHARES TR | $475.47万 | 0.72% | 49,819 | 20 | 0.0% | $1,909 | 加仓 |
| ZTS | ZOETIS INC | $486.95万 | 0.73% | 67,764 | 67,764 | — | $486.95万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $494.62万 | 0.74% | 13,525 | 12,850 | 1,903.7% | $469.93万 | 加仓 |
| IWP | ISHARES TR | $501.52万 | 0.75% | 34,254 | 31,095 | 984.3% | $455.27万 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $509.46万 | 0.77% | 136,439 | 5,511 | 4.2% | $20.58万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $516.07万 | 0.78% | 128,600 | 8,914 | 7.4% | $35.77万 | 加仓 |
| PHYL | PGIM ETF TR | $561.20万 | 0.84% | 160,895 | 12,731 | 8.6% | $44.41万 | 加仓 |
| — | PGIM ETF TR | $561.81万 | 0.84% | 133,351 | 10,155 | 8.2% | $42.78万 | 加仓 |
| PULS | PGIM ETF TR | $566.35万 | 0.85% | 114,298 | 5,446 | 5.0% | $26.98万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $596.15万 | 0.90% | 107,414 | 6,570 | 6.5% | $36.46万 | 加仓 |
| CRM | SALESFORCE INC | $606.15万 | 0.91% | 38,692 | 3,132 | 8.8% | $49.07万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $650.53万 | 0.98% | 32,922 | 32,922 | — | $650.53万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $652.77万 | 0.98% | 87,585 | 10,629 | 13.8% | $79.22万 | 加仓 |
| — | EXXON MOBIL CORP | $670.20万 | 1.01% | 49,020 | -5,800 | -10.6% | -$79.30万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $681.91万 | 1.03% | 127,199 | 10,089 | 8.6% | $54.09万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $684.67万 | 1.03% | 74,203 | 4,206 | 6.0% | $38.81万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $690.27万 | 1.04% | 19,486 | 1,346 | 7.4% | $47.68万 | 加仓 |
| AFL | AFLAC INC | $706.23万 | 1.06% | 60,232 | 4,548 | 8.2% | $53.33万 | 加仓 |
| AAPL | APPLE INC | $717.48万 | 1.08% | 24,795 | 950 | 4.0% | $27.49万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $784.52万 | 1.18% | 179,319 | 179,319 | — | $784.52万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $789.57万 | 1.19% | 140,070 | 8,046 | 6.1% | $45.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $808.47万 | 1.22% | 10,979 | 2,291 | 26.4% | $168.71万 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $843.19万 | 1.27% | 291,862 | 8,550 | 3.0% | $24.70万 | 加仓 |
| CMI | CUMMINS INC | $869.82万 | 1.31% | 12,196 | -58 | -0.5% | -$4.14万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $888.74万 | 1.34% | 144,604 | 936 | 0.7% | $5.75万 | 加仓 |
| VLO | VALERO ENERGY CORP | $902.61万 | 1.36% | 34,657 | -7,864 | -18.5% | -$204.81万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $904.80万 | 1.36% | 225,693 | 11,242 | 5.2% | $45.07万 | 加仓 |
| CSCO | CISCO SYS INC | $1,028.86万 | 1.55% | 87,593 | -903 | -1.0% | -$10.61万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,304.52万 | 1.96% | 146,247 | -591 | -0.4% | -$5.27万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,335.84万 | 2.01% | 18,476 | 365 | 2.0% | $26.39万 | 加仓 |
| IVV | ISHARES TR | $1,341.17万 | 2.02% | 17,909 | 811 | 4.7% | $60.73万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,380.34万 | 2.08% | 540,885 | 33,206 | 6.5% | $84.74万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $2,004.24万 | 3.01% | 969,639 | 20,257 | 2.1% | $41.87万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $2,020.47万 | 3.04% | 258,935 | 536 | 0.2% | $4.18万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,141.50万 | 3.22% | 205,993 | -13,196 | -6.0% | -$137.19万 | 减仓 |
| PATN | PACER FDS TR | $2,199.18万 | 3.31% | 591,588 | -36,489 | -5.8% | -$135.64万 | 减仓 |
| PTRB | PGIM ETF TR | $2,218.54万 | 3.34% | 535,104 | 35,025 | 7.0% | $145.21万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $2,515.05万 | 3.78% | 491,125 | 25,814 | 5.5% | $132.19万 | 加仓 |
| PSX | PHILLIPS 66 | $3,272.34万 | 4.92% | 193,572 | -14,544 | -7.0% | -$245.87万 | 减仓 |
| QDPL | PACER FDS TR | $4,454.84万 | 6.70% | 988,427 | 10,819 | 1.1% | $48.76万 | 加仓 |