13F 机构持仓

Spectrum Wealth Advisory Group, LLC

GRANITE BAY CA · SEC CIK 0001776821

2026Q22026Q1 更早 9 个季度 🔒
$3.51亿2026Q2 申报市值
543持仓数
70.7%前十大占比 · 第一大 12.5%
482 / 0新建仓 / 清仓
申报市值走势$3.51亿2026Q2
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

QQQM 12.5%
JQUA 11.0%
RECS 10.6%
FEDERATED HERM 8.4%
MFSI 5.5%
JHMD 5.4%
QQQ 5.3%
RDVY 4.9%
FLXR 4.4%
AAPL 2.7%

2026Q2 买入最多 按季末市值估算

FEDERATED HERMES 新建仓+$2,948.47万
QQQM 加仓+$1,305.92万
MFSI 加仓+$691.18万
JHMD 加仓+$652.83万
SPTI 加仓+$540.90万

2026Q2 卖出最多 按季末市值估算

RDVY 减仓-$2,574.82万
CWB 减仓-$615.12万
JPIB 减仓-$371.80万
PHYL 减仓-$296.69万
SPLB 减仓-$201.16万

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
DVA DAVITA INC $1,1120.00%5 5— $1,112 新建仓
ITW ILLINOIS TOOL WKS INC $1,0880.00%4 4— $1,088 新建仓
EW EDWARDS LIFESCIENCES CORP $1,0860.00%12 12— $1,086 新建仓
BIIB BIOGEN INC $1,0800.00%5 5— $1,080 新建仓
IRTC IRHYTHM HOLDINGS INC $1,0710.00%9 9— $1,071 新建仓
ROST ROSS STORES INC $1,0690.00%5 5— $1,069 新建仓
MS MORGAN STANLEY $1,0510.00%5 5— $1,051 新建仓
EQIX EQUINIX INC $1,0480.00%1 1— $1,048 新建仓
KEY KEYCORP $1,0470.00%45 45— $1,047 新建仓
TEL TE CONNECTIVITY PLC $1,0120.00%5 5— $1,012 新建仓
FTDR FRONTDOOR INC $1,0090.00%13 13— $1,009 新建仓
AON AON PLC $9980.00%3 3— $998 新建仓
TRV TRAVELERS COMPANIES INC $9980.00%3 3— $998 新建仓
VRTX VERTEX PHARMACEUTICALS INC $9930.00%2 2— $993 新建仓
OTTR OTTER TAIL CORP $9900.00%11 11— $990 新建仓
APA APA CORPORATION $9830.00%30 30— $983 新建仓
IQV IQVIA HLDGS INC $9660.00%5 5— $966 新建仓
FDX FEDEX CORP $9430.00%3 3— $943 新建仓
DAL DELTA AIR LINES INC $9390.00%10 10— $939 新建仓
AMP AMERIPRISE FINL INC $9210.00%2 2— $921 新建仓
MCO MOODYS CORP $9080.00%2 2— $908 新建仓
SNPS SYNOPSYS INC $8920.00%2 2— $892 新建仓
PGR PROGRESSIVE CORP $8740.00%4 4— $874 新建仓
NTRS NORTHERN TR CORP $8690.00%5 5— $869 新建仓
PSX PHILLIPS 66 $8510.00%5 5— $851 新建仓
PCAR PACCAR INC $8430.00%7 7— $843 新建仓
FPE FIRST TR EXCH TRADED FD III $8430.00%47 47— $843 新建仓
BAX BAXTER INTL INC $8320.00%39 39— $832 新建仓
FCAL FIRST TR EXCH TRADED FD III $8110.00%16 16— $811 新建仓
VST VISTRA CORP $7950.00%5 5— $795 新建仓
EL LAUDER ESTEE COS INC $7930.00%10 10— $793 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $7820.00%2 2— $782 新建仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $7740.00%100 100— $774 新建仓
REGL PROSHARES TR $7720.00%8 8— $772 新建仓
DOX AMDOCS LTD $7580.00%15 15— $758 新建仓
MCK MCKESSON CORP $7560.00%1 1— $756 新建仓
AIG AMERICAN INTL GROUP INC $7550.00%10 10— $755 新建仓
XRX XEROX HOLDINGS CORP $7450.00%238 238— $745 新建仓
EXR EXTRA SPACE STORAGE INC $7440.00%5 5— $744 新建仓
OMC OMNICOM GROUP INC $7360.00%10 10— $736 新建仓
TPR TAPESTRY INC $7340.00%5 5— $734 新建仓
OXY OCCIDENTAL PETE CORP $7320.00%15 15— $732 新建仓
ES EVERSOURCE ENERGY $7310.00%10 10— $731 新建仓
BNY BANK OF NY MELLON CORP $7260.00%5 5— $726 新建仓
UBER UBER TECHNOLOGIES INC $7220.00%10 10— $722 新建仓
EMR EMERSON ELEC CO $7190.00%5 5— $719 新建仓
MGM MGM RESORTS INTERNATIONAL $7170.00%15 15— $717 新建仓
CAH CARDINAL HEALTH INC $7160.00%3 3— $716 新建仓
C CITIGROUP INC $7030.00%5 5— $703 新建仓
STZ CONSTELLATION BRANDS INC $7010.00%5 5— $701 新建仓
JKHY HENRY JACK & ASSOC INC $6920.00%5 5— $692 新建仓
AEP AMERICAN ELEC PWR CO INC $6890.00%5 5— $689 新建仓
PHM PULTE GROUP INC $6880.00%5 5— $688 新建仓
VMRK EQUITY RESIDENTIAL $6870.00%10 10— $687 新建仓
CME CME GROUP INC $6830.00%3 3— $683 新建仓
CTAS CINTAS CORP $6820.00%4 4— $682 新建仓
UAL UNITED AIRLS HLDGS INC $6800.00%5 5— $680 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $6800.00%20 20— $680 新建仓
ALB ALBEMARLE CORP $6770.00%5 5— $677 新建仓
CBRE CBRE GROUP INC $6730.00%5 5— $673 新建仓
A AGILENT TECHNOLOGIES INC $6650.00%5 5— $665 新建仓
DOC HEALTHPEAK PROPERTIES INC $6560.00%31 31— $656 新建仓
RSG REPUBLIC SVCS INC $6410.00%3 3— $641 新建仓
BSX BOSTON SCIENTIFIC CORP $6400.00%15 15— $640 新建仓
IRM IRON MTN INC DEL $6370.00%5 5— $637 新建仓
REGN REGENERON PHARMACEUTICALS $6250.00%1 1— $625 新建仓
JHMM JOHN HANCOCK EXCHANGE TRADED $6080.00%8 8— $608 新建仓
DLTR DOLLAR TREE INC $6050.00%5 5— $605 新建仓
VMC VULCAN MATLS CO $5920.00%2 2— $592 新建仓
AFL AFLAC INC $5890.00%5 5— $589 新建仓
CPT CAMDEN PPTY TR $5790.00%5 5— $579 新建仓
L LOEWS CORP $5660.00%5 5— $566 新建仓
SJM SMUCKER J M CO $5630.00%5 5— $563 新建仓
MSCI MSCI INC $5620.00%1 1— $562 新建仓
ECL ECOLAB INC $5590.00%2 2— $559 新建仓
KMB KIMBERLY-CLARK CORP $5490.00%5 5— $549 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $5480.00%5 5— $548 新建仓
UPS UNITED PARCEL SVCS INC $5450.00%5 5— $545 新建仓
CF CF INDUSTRIES HOLD $5440.00%5 5— $544 新建仓
ARE ALEXANDRIA REAL ESTATE EQ IN $5370.00%10 10— $537 新建仓
URA GLOBAL X FDS $5240.00%12 12— $524 新建仓
MP MP MATERIALS CORP $5040.00%9 9— $504 新建仓
WRB BERKLEY W R CORP $4940.00%7 7— $494 新建仓
FBRT FRANKLIN BSP RLTY TR INC $4640.00%57 57— $464 新建仓
FDS FACTSET RESH SYS INC $4630.00%2 2— $463 新建仓
CL COLGATE PALMOLIVE CO $4610.00%5 5— $461 新建仓
ABT ABBOTT LABORATORIES $4570.00%5 5— $457 新建仓
LEN LENNAR CORP $4550.00%5 5— $455 新建仓
EVRG EVERGY INC $4390.00%5 5— $439 新建仓
CTVA CORTEVA INC $4240.00%5 5— $424 新建仓
MSI MOTOROLA SOLUTIONS INC $4170.00%1 1— $417 新建仓
HAS HASBRO INC $4160.00%5 5— $416 新建仓
DRI DARDEN RESTAURANTS INC $4150.00%2 2— $415 新建仓
IR INGERSOLL RAND INC $4100.00%5 5— $410 新建仓
MAS MASCO CORP $4090.00%5 5— $409 新建仓
SNA SNAP ON INC $4050.00%1 1— $405 新建仓
IVZ INVESCO LTD $3990.00%15 15— $399 新建仓
NDAQ NASDAQ INC $3970.00%5 5— $397 新建仓
EPAM EPAM SYS INC $3970.00%5 5— $397 新建仓
KIM KIMCO REALTY CORP $3840.00%15 15— $384 新建仓