13F 机构持仓

Advisory Resource Group

Tulsa OK · SEC CIK 0001764968

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.65亿2026Q2
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

QDPL 6.7%
PSX 4.9%
JSI 3.8%
PTRB 3.3%
PATN 3.3%
COP 3.2%
JMEE 3.0%
PSQO 3.0%
SPAB 2.1%
IVV 2.0%

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
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -18,304-100.0% -$535.85万 清仓
FLIN FRANKLIN TEMPLETON ETF TR $00.00%0 -67,900-100.0% -$225.57万 清仓
CPNG COUPANG INC $00.00%0 -79,920-100.0% -$150.89万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -2,959-100.0% -$143.48万 清仓
MELI MERCADOLIBRE INC $00.00%0 -770-100.0% -$133.13万 清仓
IBN ICICI BANK LIMITED $00.00%0 -44,229-100.0% -$114.55万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -9,096-100.0% -$114.12万 清仓
BUFQ FIRST TR EXCHNG TRADED FD VI $00.00%0 -6,865-100.0% -$24.25万 清仓
BUFY FIRST TR EXCHNG TRADED FD VI $00.00%0 -9,435-100.0% -$21.12万 清仓
FLR FLUOR CORP $20.54万0.03%3,921 3,921— $20.54万 新建仓
FSMB FIRST TR EXCH TRADED FD III $20.55万0.03%10,280 10,280— $20.55万 新建仓
AXP AMERICAN EXPRESS CO $20.87万0.03%617 71.1% $2,368 重新持有
UNH UNITEDHEALTH GROUP INC $20.95万0.03%504 504— $20.95万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $21.05万0.03%990 990— $21.05万 新建仓
DE DEERE & CO $21.25万0.03%335 335— $21.25万 新建仓
F FORD MTR CO $21.32万0.03%15,339 580.4% $806 加仓
TRV TRAVELERS COMPANIES INC $21.42万0.03%649 649— $21.42万 新建仓
— VIRTUS ETF TR II $21.71万0.03%8,655 80.1% $201 加仓
HD HOME DEPOT INC $22.92万0.03%650 00.0% — 不变
PM PHILIP MORRIS INTL INC $23.05万0.03%1,274 -229-15.2% -$4.14万 减仓
DIS DISNEY WALT CO $24.15万0.04%2,510 502.0% $4,812 加仓
CUZ COUSINS PPTYS INC $24.48万0.04%8,164 -372-4.4% -$1.12万 重新持有
PECO PHILLIPS EDISON & CO INC $24.61万0.04%5,914 00.0% — 不变
GLTR ABRDN PRECIOUS METALS BASKET $24.84万0.04%1,371 00.0% — 不变
PG PROCTER & GAMBLE CO $25.54万0.04%1,742 00.0% — 不变
DVN DEVON ENERGY CORP NEW $26.03万0.04%6,299 00.0% — 不变
EAT BRINKER INTL INC $28.06万0.04%1,670 00.0% — 不变
JNJ JOHNSON & JOHNSON $28.29万0.04%1,114 252.3% $6,349 加仓
ABBV ABBVIE INC $28.59万0.04%1,136 -36-3.1% -$9,060 减仓
APA APA CORPORATION $29.28万0.04%8,990 260.3% $847 加仓
DG DOLLAR GEN CORP $29.48万0.04%2,561 522.1% $5,986 加仓
TJX TJX COS INC NEW $29.68万0.04%1,959 -165-7.8% -$2.50万 减仓
WFC WELLS FARGO & CO $29.91万0.04%3,619 51616.6% $4.26万 加仓
MUB ISHARES TR $31.90万0.05%2,964 331.1% $3,551 加仓
LOW LOWES COS INC $33.43万0.05%1,516 00.0% — 不变
OGE OGE ENERGY CORP $34.31万0.05%7,052 00.0% — 不变
SYK STRYKER CORPORATION $34.79万0.05%1,105 00.0% — 不变
WM WASTE MGMT INC DEL $35.45万0.05%1,591 20.1% $446 加仓
JPM JPMORGAN CHASE & CO $36.10万0.05%1,103 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $38.24万0.06%1,360 1189.5% $3.32万 加仓
GOOGL ALPHABET INC $38.74万0.06%1,084 00.0% — 不变
AGG ISHARES TR $39.37万0.06%3,977 1,43856.6% $14.23万 加仓
XLE SELECT SECTOR SPDR TR $39.83万0.06%7,500 2,00636.5% $10.65万 加仓
SPCX SPACE EXPLORATION TECHN CORP $40.24万0.06%2,355 2,355— $40.24万 新建仓
BUFR FIRST TR EXCHNG TRADED FD VI $40.25万0.06%11,018 -9,827-47.1% -$35.90万 减仓
XLK SELECT SECTOR SPDR TR $40.59万0.06%2,131 10.0% $190 加仓
AEP AMERICAN ELEC PWR CO INC $41.24万0.06%3,014 -54-1.8% -$7,388 减仓
HAL HALLIBURTON CO $42.87万0.06%12,627 -107-0.8% -$3,633 减仓
PZA INVESCO EXCH TRADED FD TR II $42.87万0.06%18,228 2071.1% $4,869 加仓
FMB FIRST TR EXCH TRADED FD III $43.21万0.06%8,411 1041.3% $5,342 加仓
GEV GE VERNOVA INC $44.53万0.07%379 -39-9.3% -$4.58万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $49.02万0.07%508 508— $49.02万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $49.66万0.07%665 20544.6% $15.31万 加仓
T AT&T INC $52.01万0.08%25,124 1,8037.7% $3.73万 加仓
SPEM SPDR INDEX SHS FDS $55.87万0.08%10,790 -40,273-78.9% -$208.53万 减仓
AVUV AMERICAN CENTY ETF TR $56.47万0.08%4,526 4,526— $56.47万 新建仓
BAC BANK OF AMER CORP $56.49万0.08%9,914 360.4% $2,051 加仓
VTI VANGUARD INDEX FDS $57.39万0.09%1,551 251.6% $9,251 加仓
CVX CHEVRON CORPORATION $59.92万0.09%3,615 110.3% $1,823 加仓
SHYM BLACKROCK ETF TRUST II $72.67万0.11%32,370 -113,287-77.8% -$254.33万 减仓
HR HEALTHCARE RLTY TR $75.63万0.11%37,497 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $75.69万0.11%1,303 120.9% $6,971 加仓
AHR AMERICAN HEALTHCARE REIT INC $83.00万0.12%15,916 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $85.24万0.13%6,669 -57,349-89.6% -$732.98万 减仓
BX BLACKSTONE INC $91.46万0.14%7,773 370.5% $4,354 加仓
BB BLACKBERRY LTD $93.81万0.14%74,162 10,91117.3% $13.80万 加仓
VPL VANGUARD INTL EQUITY INDEX F $94.22万0.14%8,144 4,077100.2% $47.17万 加仓
WMT WALMART INC $96.41万0.14%8,513 540.6% $6,116 加仓
BKIE BNY MELLON ETF TRUST $97.07万0.15%9,649 -81-0.8% -$8,149 减仓
VGT VANGUARD WORLD FD $97.63万0.15%8,168 1602.0% $1.91万 加仓
XLRE SELECT SECTOR SPDR TR $99.22万0.15%22,535 1,3766.5% $6.06万 加仓
VOO VANGUARD INDEX FDS $105.73万0.16%1,539 -6-0.4% -$4,122 减仓
SCHF SCHWAB STRATEGIC TR $113.18万0.17%40,860 13,53649.5% $37.49万 加仓
GRMN GARMIN LTD $115.73万0.17%4,872 4,872— $115.73万 新建仓
PUK PRUDENTIAL PLC $120.82万0.18%45,065 45,065— $120.82万 新建仓
SONY SONY GROUP CORP $126.76万0.19%63,190 10,58320.1% $21.23万 加仓
AZN ASTRAZENECA PLC $129.30万0.19%6,819 1,63831.6% $31.06万 加仓
GLW CORNING INC $129.40万0.19%5,066 00.0% — 不变
SHOP SHOPIFY INC $132.67万0.20%11,619 2,04821.4% $23.38万 加仓
CRH CRH PLC $134.32万0.20%12,553 1,22610.8% $13.12万 加仓
— FIRST TR EXCHNG TRADED FD VI $135.32万0.20%42,987 14,17549.2% $44.62万 加仓
VALE VALE S A $136.26万0.20%90,600 720.1% $1,083 加仓
— FIRST TR EXCHNG TRADED FD VI $137.49万0.21%44,909 1,0742.5% $3.29万 加仓
CB CHUBB LIMITED $140.35万0.21%4,119 -392-8.7% -$13.36万 减仓
OKE ONEOK INC NEW $140.63万0.21%16,176 1,91113.4% $16.61万 加仓
CNI CANADIAN NATL RY CO $148.45万0.22%12,450 1,89818.0% $22.63万 加仓
NTES NETEASE COM INC $150.87万0.23%11,774 2,13022.1% $27.29万 加仓
TT TRANE TECHNOLOGIES PLC $152.51万0.23%3,105 -160-4.9% -$7.86万 减仓
NFLX NETFLIX INC. $153.14万0.23%21,448 1,1225.5% $8.01万 加仓
NVS NOVARTIS AG $153.38万0.23%9,787 -1,039-9.6% -$16.28万 减仓
MFC MANULIFE FINL CORP $153.84万0.23%37,977 -343-0.9% -$1.39万 减仓
— HANCOCK JOHN PFD INCOME FD $162.40万0.24%100,187 760.1% $1,232 加仓
RY ROYAL BK CDA $163.57万0.25%7,903 -70-0.9% -$1.45万 减仓
UBER UBER TECHNOLOGIES INC $167.40万0.25%23,198 3,19015.9% $23.02万 加仓
SLF SUN LIFE FINANCIAL INC. $174.77万0.26%22,286 -548-2.4% -$4.30万 减仓
IWF ISHARES TR $175.45万0.26%14,130 -66-0.5% -$8,195 减仓
CAT CATERPILLAR INC $175.50万0.26%1,648 60.4% $6,389 加仓
MA MASTERCARD INCORPORATED $175.75万0.26%3,422 36511.9% $18.75万 加仓
VRTX VERTEX PHARMACEUTICALS INC $180.71万0.27%3,638 1113.1% $5.51万 加仓
— PACER FDS TR $181.67万0.27%38,599 -814-2.1% -$3.83万 减仓