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
DGRW WISDOMTREE TR $38.34万0.02%4,365 20.0% $176 加仓
SO SOUTHERN CO $38.35万0.02%3,973 52515.2% $5.07万 加仓
SDY SPDR SERIES TRUST $38.53万0.02%2,640 1,05066.0% $15.32万 加仓
HSBC HSBC HLDGS PLC $38.64万0.02%4,535 3408.1% $2.90万 加仓
REGN REGENERON PHARMACEUTICALS $38.71万0.02%501 6916.0% $5.33万 加仓
BTI BRITISH AMERN TOB PLC $39.09万0.02%6,589 2,16949.1% $12.87万 加仓
GLW CORNING INC $39.13万0.02%2,878 59326.0% $8.06万 加仓
CNR CORE NATURAL RESOURCES INC $39.22万0.02%3,745 70.2% $733 加仓
FCX FREEPORT MCMORAN INC $39.25万0.02%6,677 2574.0% $1.51万 加仓
ABFL ABACUS FCF ETF TR $39.44万0.02%5,544 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $39.46万0.02%1,995 65849.2% $13.01万 加仓
TT TRANE TECHNOLOGIES PLC $40.26万0.02%966 30245.5% $12.59万 加仓
NUSC NUSHARES ETF TR $40.26万0.02%8,935 -46-0.5% -$2,073 减仓
SUSB ISHARES TR $40.44万0.02%16,136 -124-0.8% -$3,108 减仓
HAL HALLIBURTON CO $40.51万0.02%10,391 1,93122.8% $7.53万 加仓
TXN TEXAS INSTRS INC $40.59万0.02%2,091 65946.0% $12.79万 加仓
JXN JACKSON FINANCIAL INC $40.67万0.02%3,847 3,847— $40.67万 新建仓
HLT HILTON WORLDWIDE HLDGS INC $41.48万0.02%1,364 29327.4% $8.91万 加仓
VT VANGUARD INTL EQUITY INDEX F $41.50万0.02%3,000 00.0% — 不变
NOW SERVICENOW INC $41.72万0.02%3,990 1,12039.0% $11.71万 加仓
GGG GRACO INC $41.72万0.02%4,928 2575.5% $2.18万 加仓
VIST VISTA ENERGY S.A.B. DE C.V. $41.79万0.02%5,537 5,537— $41.79万 新建仓
CIEN CIENA CORP $41.81万0.02%1,077 17419.3% $6.76万 加仓
ZM ZOOM COMMUNICATIONS INC $42.26万0.02%5,257 49010.3% $3.94万 加仓
TPR TAPESTRY INC $42.38万0.02%3,003 1786.3% $2.51万 加仓
CTAS CINTAS CORP $42.42万0.02%2,508 -314-11.1% -$5.31万 减仓
CRUS CIRRUS LOGIC INC $42.53万0.02%2,941 2,941— $42.53万 新建仓
DECK DECKERS OUTDOOR CORP $42.54万0.02%4,250 1383.4% $1.38万 加仓
GM GENERAL MTRS CO $42.54万0.02%5,710 4047.6% $3.01万 加仓
MGY MAGNOLIA OIL & GAS CORP $42.66万0.02%13,512 -145-1.1% -$4,578 减仓
SYF SYNCHRONY FINANCIAL $43.28万0.02%6,363 2454.0% $1.67万 加仓
LMT LOCKHEED MARTIN CORP $43.40万0.02%718 12821.7% $7.74万 加仓
OKTA OKTA INC $43.46万0.02%5,521 4218.3% $3.31万 加仓
PH PARKER-HANNIFIN CORP $43.51万0.02%486 11229.9% $10.03万 加仓
FICO FAIR ISAAC CORP $43.66万0.02%409 349.1% $3.63万 加仓
IYW ISHARES TR $43.67万0.02%2,407 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $43.68万0.02%1,572 1409.8% $3.89万 加仓
MET METLIFE INC $44.29万0.02%6,263 4247.3% $3.00万 加仓
ECL ECOLAB INC $44.34万0.02%1,663 52846.5% $14.08万 加仓
SHOP SHOPIFY INC $44.46万0.02%3,748 2637.5% $3.12万 加仓
VLO VALERO ENERGY CORP $44.57万0.02%1,804 39628.1% $9.78万 加仓
SONY SONY GROUP CORP $45.16万0.02%21,815 9,62579.0% $19.92万 加仓
EXC EXELON CORP $46.04万0.02%9,392 2172.4% $1.06万 加仓
HCA HCA HEALTHCARE INC $46.05万0.02%973 9210.4% $4.35万 加仓
DFIV DIMENSIONAL ETF TRUST $46.68万0.02%8,844 -160-1.8% -$8,445 减仓
GUNR FLEXSHARES TR $46.70万0.02%8,467 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $46.98万0.02%7,487 1,42923.6% $8.97万 加仓
SLB SLB LIMITED $47.26万0.02%9,151 1,43318.6% $7.40万 加仓
SCHD SCHWAB STRATEGIC TR $47.77万0.03%15,569 1,0417.2% $3.19万 加仓
FDX FEDEX CORP $47.81万0.03%1,337 735.8% $2.61万 加仓
INTU INTUIT $47.91万0.03%1,108 28634.8% $12.37万 加仓
WDC WESTERN DIGITAL CORP $48.12万0.03%1,779 704.1% $1.89万 加仓
HST HOST HOTELS & RESORTS INC $48.88万0.03%25,255 2,0528.8% $3.97万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $49.02万0.03%1,249 615.1% $2.39万 加仓
DUK DUKE ENERGY CORP NEW $49.52万0.03%3,782 1,00536.2% $13.16万 加仓
WM WASTE MGMT INC DEL $49.75万0.03%2,165 10.0% $230 加仓
ING ING GROEP N.V. $50.46万0.03%19,372 2,43714.4% $6.35万 加仓
WMB WILLIAMS COS INC $50.66万0.03%6,961 -156-2.2% -$1.14万 减仓
MTB M & T BK CORP $50.69万0.03%2,452 793.3% $1.63万 加仓
— DIREXION SHARES ETF TRUST $51.22万0.03%51,477 11,33228.2% $11.28万 加仓
NEM NEWMONT CORP $51.43万0.03%4,751 3187.2% $3.44万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $51.61万0.03%30,412 4,38116.8% $7.43万 加仓
FLEX FLEXTRONICS INTL LTD $52.15万0.03%7,967 1632.1% $1.07万 加仓
AOS SMITH A O CORP $52.26万0.03%7,926 7,926— $52.26万 新建仓
UBER UBER TECHNOLOGIES INC $52.54万0.03%7,305 1,38123.3% $9.93万 加仓
HUBB HUBBELL INC $52.66万0.03%1,073 605.9% $2.94万 加仓
CDW CDW CORP $53.10万0.03%4,388 -1,111-20.2% -$13.45万 减仓
WELL WELLTOWER INC $53.34万0.03%2,698 31213.1% $6.17万 加仓
DE DEERE & CO $53.38万0.03%945 35660.4% $20.11万 加仓
CL COLGATE PALMOLIVE CO $54.05万0.03%6,342 1,24624.5% $10.62万 加仓
— TAYLOR MORRISON HOME CORP $54.41万0.03%9,342 -452-4.6% -$2.63万 减仓
BNL BROADSTONE NET LEASE INC $54.50万0.03%29,360 2320.8% $4,306 加仓
MDLZ MONDELEZ INTL INC $54.69万0.03%9,407 -1,488-13.7% -$8.65万 减仓
CFG CITIZENS FINL GROUP INC $55.17万0.03%9,199 9,199— $55.17万 新建仓
IJK ISHARES TR $55.34万0.03%5,500 00.0% — 不变
TDG TRANSDIGM GROUP INC $55.63万0.03%480 -19-3.8% -$2.20万 减仓
TMUS T-MOBILE US INC $55.95万0.03%2,664 60629.4% $12.73万 加仓
IWO ISHARES TR $56.49万0.03%1,800 00.0% — 不变
WRB BERKLEY W R CORP $56.50万0.03%8,525 -10,553-55.3% -$69.95万 减仓
UNP UNION PAC CORP $56.53万0.03%2,330 22110.5% $5.36万 加仓
— HONEYWELL INTL INC $57.57万0.03%2,547 1,24295.2% $28.07万 加仓
GNRC GENERAC HLDGS INC $57.93万0.03%2,966 391.3% $7,618 加仓
JLL JONES LANG LASALLE INC $58.00万0.03%1,906 95099.4% $28.91万 加仓
MUSA MURPHY USA INC $58.34万0.03%1,181 -152-11.4% -$7.51万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $58.85万0.03%3,742 48915.0% $7.69万 加仓
MDYV SPDR SERIES TRUST $58.88万0.03%6,915 -163-2.3% -$1.39万 减仓
MDYG SPDR SERIES TRUST $58.94万0.03%6,142 -189-3.0% -$1.81万 减仓
APA APA CORPORATION $59.35万0.03%13,985 -99-0.7% -$4,202 减仓
CARR CARRIER GLOBAL CORPORATION $59.55万0.03%10,576 5235.2% $2.95万 加仓
SAP SAP SE $60.42万0.03%3,529 1,40766.3% $24.09万 加仓
EXEL EXELIXIS INC $60.66万0.03%14,144 -740-5.0% -$3.17万 减仓
COF CAPITAL ONE FINL CORP $61.31万0.03%3,361 2628.5% $4.78万 加仓
VDE VANGUARD WORLD FD $61.79万0.03%3,571 -7,004-66.2% -$121.20万 减仓
— HARRIS OAKMARK ETF TRUST $62.07万0.03%20,472 20,472— $62.07万 新建仓
SFM SPROUTS FMRS MKT INC $62.88万0.03%8,152 1962.5% $1.51万 加仓
OMC OMNICOM GROUP INC $63.41万0.03%8,341 3995.0% $3.03万 加仓
GLD SPDR GOLD TR $64.67万0.03%1,503 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $65.49万0.03%4,986 3267.0% $4.28万 加仓
AEM AGNICO EAGLE MINES LTD $65.58万0.03%3,231 2709.1% $5.48万 加仓
INTC INTEL CORP $66.19万0.03%15,000 3,75533.4% $16.57万 加仓