13F 机构持仓

Resonant Capital Advisors, LLC

Madison WI · SEC CIK 0001803236

2026Q22026Q1 更早 9 个季度 🔒
$19.04亿2026Q1 申报市值
495持仓数
37.4%前十大占比 · 第一大 8.3%
77 / 15新建仓 / 清仓
申报市值走势$20.93亿2026Q2
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

IVV 8.3%
JMST 4.6%
MEAR 4.4%
SCHR 3.9%
DSTL 3.5%
VCSH 3.2%
IJH 2.8%
GARP 2.6%
FNDX 2.1%
IEFA 1.9%

2026Q1 买入最多 按季末市值估算

GARP 新建仓+$5,019.04万
JPIE 新建仓+$2,498.69万
IVV 加仓+$2,174.93万
MEAR 加仓+$1,477.44万
JMST 加仓+$1,464.27万

2026Q1 卖出最多 按季末市值估算

SGOV 减仓-$2,265.24万
XLE 减仓-$2,127.80万
ICSH 减仓-$1,023.28万
SCHO 减仓-$985.96万
JPST 减仓-$950.39万

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
IVW ISHARES TR $25.74万0.01%2,276 10.0% $113 加仓
IBTH ISHARES TR $25.76万0.01%11,483 00.0% — 不变
— PROSHARES TR $25.87万0.01%15,951 6053.9% $9,813 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $26.20万0.01%12,086 1,82217.8% $3.95万 加仓
IBTJ ISHARES TR $26.38万0.01%12,079 00.0% — 不变
FISV FISERV INC $26.41万0.01%4,733 -317-6.3% -$1.77万 减仓
AIG AMERICAN INTL GROUP INC $26.62万0.01%3,538 92135.2% $6.93万 加仓
— WARNER BROS DISCOVERY INC $26.69万0.01%9,721 2,27230.5% $6.24万 加仓
F FORD MTR CO $26.80万0.01%23,220 8253.7% $9,521 加仓
TEX TEREX CORP NEW $26.90万0.01%4,552 4,552— $26.90万 新建仓
SPTI SPDR SERIES TRUST $26.91万0.01%9,390 1141.2% $3,267 加仓
MELI MERCADOLIBRE INC $26.97万0.01%156 117.6% $1.90万 加仓
IT GARTNER INC $27.11万0.01%1,712 -2,083-54.9% -$32.98万 减仓
WEC WEC ENERGY GROUP INC $27.19万0.01%2,349 2,349— $27.19万 新建仓
ED CONSOLIDATED EDISON INC $27.24万0.01%2,407 2,407— $27.24万 新建仓
PSX PHILLIPS 66 $27.35万0.01%1,501 1,501— $27.35万 新建仓
AMP AMERIPRISE FINL INC $27.51万0.01%619 7113.0% $3.16万 加仓
D DOMINION ENERGY INC $27.53万0.01%4,453 1543.6% $9,520 加仓
ANF ABERCROMBIE & FITCH CO $27.53万0.01%3,013 33412.5% $3.05万 加仓
SNDK SANDISK CORP $27.57万0.01%434 434— $27.57万 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $27.78万0.01%949 -213-18.3% -$6.24万 减仓
CMI CUMMINS INC $27.92万0.01%519 8118.5% $4.36万 加仓
IR INGERSOLL RAND INC $28.02万0.01%3,497 42613.9% $3.41万 加仓
BX BLACKSTONE INC $28.16万0.01%2,449 241.0% $2,760 加仓
VRT VERTIV HOLDINGS CO $28.17万0.01%1,124 1,124— $28.17万 新建仓
OXY OCCIDENTAL PETE CORP $28.20万0.01%4,321 4,321— $28.20万 新建仓
WAT WATERS CORP $28.23万0.01%948 948— $28.23万 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $28.59万0.02%4,121 4,121— $28.59万 新建仓
ETR ENTERGY CORP NEW $28.64万0.02%2,549 36516.7% $4.10万 加仓
APO APOLLO GLOBAL MGMT INC $28.71万0.02%2,577 -486-15.9% -$5.42万 减仓
MKSI MKS INC. $28.73万0.02%1,250 1,250— $28.73万 新建仓
CRH CRH PLC $28.98万0.02%2,749 97054.5% $10.22万 加仓
RSG REPUBLIC SVCS INC $29.35万0.02%1,340 31530.7% $6.90万 加仓
ADSK AUTODESK INC $29.78万0.02%1,244 32735.7% $7.83万 加仓
COR CENCORA INC $29.87万0.02%951 15719.8% $4.93万 加仓
LNT ALLIANT ENERGY CORP $30.01万0.02%4,182 1844.6% $1.32万 加仓
OC OWENS CORNING NEW $30.09万0.02%2,762 431.6% $4,684 加仓
EPD ENTERPRISE PRODS PARTNERS L $30.27万0.02%8,000 00.0% — 不变
MMM 3M CO $30.35万0.02%2,090 62742.9% $9.11万 加仓
TM TOYOTA MOTOR CORP $30.65万0.02%1,487 35731.6% $7.36万 加仓
TRV TRAVELERS COMPANIES INC $30.71万0.02%1,053 484.8% $1.40万 加仓
MSI MOTOROLA SOLUTIONS INC $30.72万0.02%706 17633.2% $7.66万 重新持有
CI THE CIGNA GROUP $31.18万0.02%1,169 655.9% $1.73万 加仓
CROX CROCS INC $31.46万0.02%3,789 -275-6.8% -$2.28万 减仓
VEU VANGUARD INTL EQUITY INDEX F $31.52万0.02%4,197 1373.4% $1.03万 加仓
AMT AMERICAN TOWER CORP $31.56万0.02%1,829 27717.8% $4.78万 加仓
CME CME GROUP INC $31.69万0.02%1,073 393.8% $1.15万 加仓
TTC TORO CO $31.74万0.02%3,383 -1-0.0% -$94 减仓
HLN HALEON PLC $31.91万0.02%31,874 5,42820.5% $5.43万 加仓
TWLO TWILIO INC $31.93万0.02%2,538 2,538— $31.93万 新建仓
BILL BILL HOLDINGS INC $31.98万0.02%8,351 8,351— $31.98万 新建仓
MPWR MONOLITHIC PWR SYS INC $32.42万0.02%296 4317.0% $4.71万 加仓
MAR MARRIOTT INTL INC NEW $32.64万0.02%998 18923.4% $6.18万 加仓
GNTX GENTEX CORP $32.78万0.02%15,002 15,002— $32.78万 新建仓
GWW WW GRAINGER INC $32.83万0.02%301 8237.4% $8.94万 加仓
RMBS RAMBUS INC DEL $32.85万0.02%3,819 3,819— $32.85万 新建仓
HWM HOWMET AEROSPACE INC $32.86万0.02%1,426 31628.5% $7.28万 加仓
AEP AMERICAN ELEC PWR CO INC $33.05万0.02%2,521 37017.2% $4.85万 加仓
APPF APPFOLIO INC $33.25万0.02%2,107 2,107— $33.25万 新建仓
SPG SIMON PPTY GROUP INC NEW $33.26万0.02%1,783 1529.3% $2.84万 加仓
SPOT SPOTIFY TECHNOLOGY S A $33.31万0.02%687 7512.3% $3.64万 加仓
O REALTY INCOME CORP $33.33万0.02%5,424 49110.0% $3.02万 加仓
EW EDWARDS LIFESCIENCES CORP $33.45万0.02%4,177 3739.8% $2.99万 加仓
ALL ALLSTATE CORP $33.56万0.02%1,611 30223.1% $6.29万 加仓
AYI ACUITY INC $33.63万0.02%1,200 1,200— $33.63万 新建仓
CHD CHURCH & DWIGHT CO INC $33.70万0.02%3,611 3,611— $33.70万 新建仓
ALLY ALLY FINL INC $33.73万0.02%8,598 8,598— $33.73万 新建仓
NOC NORTHROP GRUMMAN CORP $33.84万0.02%496 8821.6% $6.00万 加仓
FOXA FOX CORP $33.92万0.02%5,808 -821-12.4% -$4.79万 减仓
GSK GSK PLC $34.04万0.02%6,131 6,131— $34.04万 新建仓
VB VANGUARD INDEX FDS $34.10万0.02%1,302 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $34.24万0.02%992 23931.7% $8.25万 加仓
BIIB BIOGEN INC $34.36万0.02%1,874 19011.3% $3.48万 加仓
ITW ILLINOIS TOOL WKS INC $34.49万0.02%1,317 48157.5% $12.60万 加仓
BP BP PLC $34.56万0.02%7,354 7,354— $34.56万 新建仓
EQIX EQUINIX INC $34.60万0.02%353 353— $34.60万 新建仓
G GENPACT LIMITED $34.65万0.02%9,301 9,301— $34.65万 新建仓
VUG VANGUARD INDEX FDS $34.81万0.02%797 -48-5.7% -$2.10万 减仓
CVE CENOVUS ENERGY INC $35.06万0.02%13,214 13,214— $35.06万 新建仓
IBMP ISHARES TR $35.40万0.02%13,914 00.0% — 不变
NET CLOUDFLARE INC $35.41万0.02%1,716 46136.7% $9.51万 加仓
RCL ROYAL CARIBBEAN GROUP $35.46万0.02%1,282 44252.6% $12.23万 加仓
NVO NOVO-NORDISK A S $35.55万0.02%9,371 -211-2.2% -$8,006 减仓
UPS UNITED PARCEL SVCS INC $35.75万0.02%3,634 -293-7.5% -$2.88万 减仓
IBN ICICI BANK LIMITED $35.77万0.02%13,809 6,997102.7% $18.12万 加仓
PLD PROLOGIS INC. $35.81万0.02%2,709 65732.0% $8.68万 加仓
XLF SELECT SECTOR SPDR TR $36.09万0.02%7,310 00.0% — 不变
PWR QUANTA SVCS INC $36.13万0.02%658 9116.0% $5.00万 加仓
NTAP NETAPP INC $36.18万0.02%3,534 -489-12.2% -$5.01万 减仓
VSGX VANGUARD WORLD FD $36.73万0.02%5,121 -28-0.5% -$2,008 减仓
CVS CVS HEALTH CORP $36.86万0.02%5,132 82419.1% $5.92万 加仓
SCHF SCHWAB STRATEGIC TR $36.93万0.02%14,922 -937-5.9% -$2.32万 减仓
DBX DROPBOX INC $37.02万0.02%16,296 -1,420-8.0% -$3.23万 减仓
ENS ENERSYS $37.32万0.02%2,148 2,148— $37.32万 新建仓
UL UNILEVER PLC $37.33万0.02%6,479 -298-4.4% -$1.72万 减仓
CSL CARLISLE COS INC $37.50万0.02%1,124 807.7% $2.67万 加仓
FTNT FORTINET INC $37.72万0.02%4,616 1,79463.6% $14.66万 加仓
URI UNITED RENTALS INC $37.96万0.02%521 20.4% $1,457 加仓
APP APPLOVIN CORP $38.05万0.02%956 -221-18.8% -$8.80万 减仓
SHY ISHARES TR $38.27万0.02%4,635 00.0% — 不变