Advisory Resource Group
Tulsa OK · SEC CIK 0001764968
$5.81亿2026Q1 申报市值
172持仓数
39.7%前十大占比 · 第一大 6.8%
15 / 12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
CRM 新建仓+$663.80万
SCHW 新建仓+$657.83万
BKR 新建仓+$615.65万
PGIM ETF TR 新建仓+$521.49万
PVAL 新建仓+$306.58万
2026Q1 卖出最多 按季末市值估算
C 清仓-$679.11万
CTSH 清仓-$654.40万
DOV 清仓-$621.05万
PSX 减仓-$549.65万
PACER FDS TR 减仓-$473.81万
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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $0 | 0.00% | 0 | -58,198 | -100.0% | -$679.11万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -78,844 | -100.0% | -$654.40万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -31,810 | -100.0% | -$621.05万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -4,390 | -100.0% | -$155.09万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -2,658 | -100.0% | -$150.96万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -27,523 | -100.0% | -$140.04万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -8,866 | -100.0% | -$135.82万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -57,998 | -100.0% | -$103.35万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -7,003 | -100.0% | -$28.79万 | 清仓 |
| KRG | KITE RLTY GROUP TR | $0 | 0.00% | 0 | -10,144 | -100.0% | -$24.32万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CUZ | COUSINS PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,705 | -100.0% | -$21.87万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$20.43万 | 清仓 |
| F | FORD MTR CO | $17.63万 | 0.03% | 15,281 | 72 | 0.5% | $831 | 加仓 |
| VBK | VANGUARD INDEX FDS | $20.39万 | 0.04% | 675 | -182 | -21.2% | -$5.50万 | 减仓 |
| BB | BLACKBERRY LTD | $20.49万 | 0.04% | 63,251 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $20.61万 | 0.04% | 8,647 | -27,046 | -75.8% | -$64.48万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $21.12万 | 0.04% | 9,435 | 9,435 | — | $21.12万 | 新建仓 |
| HD | HOME DEPOT INC | $21.38万 | 0.04% | 650 | 9 | 1.4% | $2,960 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $22.13万 | 0.04% | 5,914 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $23.71万 | 0.04% | 2,460 | 7 | 0.3% | $675 | 加仓 |
| EAT | BRINKER INTL INC | $23.84万 | 0.04% | 1,670 | 0 | 0.0% | — | 不变 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $24.25万 | 0.04% | 6,865 | 1,244 | 22.1% | $4.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $24.70万 | 0.04% | 3,103 | 95 | 3.2% | $7,562 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $24.85万 | 0.04% | 1,503 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.16万 | 0.04% | 1,742 | 257 | 17.3% | $3.71万 | 加仓 |
| AGG | ISHARES TR | $25.20万 | 0.04% | 2,539 | 2,539 | — | $25.20万 | 新建仓 |
| ABBV | ABBVIE INC | $25.49万 | 0.04% | 1,172 | -919 | -44.0% | -$19.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.26万 | 0.05% | 1,291 | 51 | 4.1% | $1.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $26.62万 | 0.05% | 1,089 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $28.31万 | 0.05% | 2,130 | 13 | 0.6% | $1,728 | 加仓 |
| DG | DOLLAR GEN CORP | $29.78万 | 0.05% | 2,509 | -167 | -6.2% | -$1.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.92万 | 0.05% | 460 | 86 | 23.0% | $5.59万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $29.99万 | 0.05% | 1,371 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.10万 | 0.05% | 1,242 | 23 | 1.9% | $5,575 | 加仓 |
| MUB | ISHARES TR | $31.12万 | 0.05% | 2,931 | 22 | 0.8% | $2,336 | 加仓 |
| GOOGL | ALPHABET INC | $31.17万 | 0.05% | 1,084 | 115 | 11.9% | $3.31万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $31.70万 | 0.05% | 6,299 | 10 | 0.2% | $503 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.45万 | 0.06% | 1,103 | 65 | 6.3% | $1.91万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $33.66万 | 0.06% | 5,494 | 6 | 0.1% | $368 | 加仓 |
| OGE | OGE ENERGY CORP | $33.82万 | 0.06% | 7,052 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $33.92万 | 0.06% | 2,124 | 39 | 1.9% | $6,228 | 加仓 |
| LOW | LOWES COS INC | $35.82万 | 0.06% | 1,516 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $36.31万 | 0.06% | 1,105 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $36.49万 | 0.06% | 418 | 2 | 0.5% | $1,746 | 加仓 |
| WM | WASTE MGMT INC DEL | $36.51万 | 0.06% | 1,589 | 27 | 1.7% | $6,203 | 加仓 |
| APA | APA CORPORATION | $38.04万 | 0.07% | 8,964 | 34 | 0.4% | $1,443 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $39.75万 | 0.07% | 4,067 | 4,067 | — | $39.75万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.22万 | 0.07% | 3,068 | 1 | 0.0% | $131 | 加仓 |
| IWP | ISHARES TR | $40.47万 | 0.07% | 3,159 | -85 | -2.6% | -$1.09万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $41.41万 | 0.07% | 18,021 | 190 | 1.1% | $4,366 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $42.08万 | 0.07% | 8,307 | 76 | 0.9% | $3,850 | 加仓 |
| BAC | BANK AMERICA CORP | $48.16万 | 0.08% | 9,878 | 44 | 0.4% | $2,145 | 加仓 |
| VTI | VANGUARD INDEX FDS | $48.95万 | 0.08% | 1,526 | 70 | 4.8% | $2.25万 | 加仓 |
| HAL | HALLIBURTON CO | $49.65万 | 0.09% | 12,734 | 12,734 | — | $49.65万 | 新建仓 |
| LLY | ELI LILLY & CO | $56.53万 | 0.10% | 615 | 3 | 0.5% | $2,757 | 加仓 |
| VB | VANGUARD INDEX FDS | $63.47万 | 0.11% | 2,423 | -207 | -7.9% | -$5.42万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $63.71万 | 0.11% | 37,497 | -5,447 | -12.7% | -$9.25万 | 减仓 |
| INTC | INTEL CORP | $63.89万 | 0.11% | 14,479 | -40 | -0.3% | -$1,765 | 减仓 |
| IWR | ISHARES TR | $64.69万 | 0.11% | 6,653 | -60 | -0.9% | -$5,834 | 减仓 |
| T | AT&T INC | $67.61万 | 0.12% | 23,321 | 367 | 1.6% | $1.06万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $67.63万 | 0.12% | 27,324 | -564 | -2.0% | -$1.40万 | 减仓 |
| GLW | CORNING INC | $68.88万 | 0.12% | 5,066 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $69.82万 | 0.12% | 1,001 | -97 | -8.8% | -$6.77万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $70.39万 | 0.12% | 20,845 | 7,002 | 50.6% | $23.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $74.57万 | 0.13% | 3,604 | -450 | -11.1% | -$9.31万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $75.06万 | 0.13% | 15,916 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $86.39万 | 0.15% | 21,159 | 967 | 4.8% | $3.95万 | 加仓 |
| BX | BLACKSTONE INC | $88.96万 | 0.15% | 7,736 | 44 | 0.6% | $5,060 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $89.06万 | 0.15% | 28,812 | 3,721 | 14.8% | $11.50万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $90.91万 | 0.16% | 9,730 | -661 | -6.4% | -$6.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $92.31万 | 0.16% | 1,545 | 129 | 9.1% | $7.71万 | 加仓 |
| AZN | ASTRAZENECA PLC | $102.18万 | 0.18% | 5,181 | 5,181 | — | $102.18万 | 新建仓 |
| WMT | WALMART INC | $105.12万 | 0.18% | 8,459 | -330 | -3.8% | -$4.10万 | 减仓 |
| NTES | NETEASE COM INC | $107.95万 | 0.19% | 9,644 | 370 | 4.0% | $4.14万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $108.44万 | 0.19% | 10,552 | 10,552 | — | $108.44万 | 新建仓 |
| SONY | SONY GROUP CORP | $108.90万 | 0.19% | 52,607 | 6,089 | 13.1% | $12.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $111.69万 | 0.19% | 3,306 | 3,306 | — | $111.69万 | 新建仓 |
| APH | AMPHENOL CORP | $112.16万 | 0.19% | 8,877 | 8,877 | — | $112.16万 | 新建仓 |
| SHOP | SHOPIFY INC | $113.53万 | 0.20% | 9,571 | 631 | 7.1% | $7.48万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $114.12万 | 0.20% | 9,096 | 1,171 | 14.8% | $14.69万 | 加仓 |
| IBN | ICICI BANK LIMITED | $114.55万 | 0.20% | 44,229 | 2,217 | 5.3% | $5.74万 | 加仓 |
| CAT | CATERPILLAR INC | $116.33万 | 0.20% | 1,642 | 10 | 0.6% | $7,085 | 加仓 |
| LRCX | LAM RESEARCH CORP | $116.95万 | 0.20% | 5,474 | 65 | 1.2% | $1.39万 | 加仓 |
| CRH | CRH PLC | $119.07万 | 0.20% | 11,327 | -796 | -6.6% | -$8.37万 | 减仓 |
| DASH | DOORDASH INC | $122.66万 | 0.21% | 8,169 | 328 | 4.2% | $4.92万 | 加仓 |
| OKE | ONEOK INC NEW | $128.94万 | 0.22% | 14,265 | 2 | 0.0% | $181 | 加仓 |
| RY | ROYAL BK CDA | $128.99万 | 0.22% | 7,973 | -1,169 | -12.8% | -$18.91万 | 减仓 |
| MFC | MANULIFE FINL CORP | $131.97万 | 0.23% | 38,320 | -1,549 | -3.9% | -$5.33万 | 减仓 |
| MELI | MERCADOLIBRE INC | $133.13万 | 0.23% | 770 | 44 | 6.1% | $7.61万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $134.65万 | 0.23% | 43,835 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $136.07万 | 0.23% | 3,265 | 112 | 3.6% | $4.67万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $137.65万 | 0.24% | 30,042 | 30,042 | — | $137.65万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $139.52万 | 0.24% | 5,021 | 153 | 3.1% | $4.25万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $142.85万 | 0.25% | 22,834 | -281 | -1.2% | -$1.76万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $143.48万 | 0.25% | 2,959 | 473 | 19.0% | $22.94万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $143.89万 | 0.25% | 3,686 | 481 | 15.0% | $18.78万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $143.92万 | 0.25% | 20,008 | 2,086 | 11.6% | $15.00万 | 加仓 |
| VALE | VALE S A | $144.03万 | 0.25% | 90,528 | -29,827 | -24.8% | -$47.45万 | 减仓 |