13F 机构持仓

Resonant Capital Advisors, LLC

Madison WI · SEC CIK 0001803236

2026Q22026Q1 更早 9 个季度 🔒
$20.93亿2026Q2 申报市值
538持仓数
36.7%前十大占比 · 第一大 8.4%
69 / 41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 8.4%
JMST 4.5%
MEAR 4.3%
DSTL 3.3%
SCHR 3.2%
GARP 3.1%
VCSH 3.0%
IJH 2.9%
FNDX 2.1%
IEFA 1.9%

2026Q2 买入最多 按季末市值估算

MEAR 加仓+$692.27万
MUNI 新建仓+$639.41万
JMST 加仓+$625.86万
MUB 加仓+$504.83万
VOO 加仓+$352.89万

2026Q2 卖出最多 按季末市值估算

SCHR 减仓-$742.33万
VTEB 减仓-$536.40万
IVV 减仓-$469.55万
EBAY 减仓-$320.82万
INMU 减仓-$286.55万

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
DVY ISHARES TR $109.41万0.05%7,000 00.0% — 不变
FIX COMFORT SYS USA INC $113.17万0.05%571 183.3% $3.57万 加仓
SNDK SANDISK CORP $114.82万0.05%505 7116.4% $16.14万 加仓
TMO THERMO FISHER SCIENTIFIC INC $114.87万0.05%2,289 1436.7% $7.18万 加仓
DHR DANAHER CORP DEL $115.04万0.05%6,027 -977-13.9% -$18.65万 减仓
C CITIGROUP INC $115.15万0.06%8,227 4165.3% $5.82万 加仓
WDC WESTERN DIGITAL CORP $116.95万0.06%1,831 522.9% $3.32万 加仓
FAST FASTENAL CO $117.69万0.06%24,503 -9,095-27.1% -$43.68万 减仓
WFC WELLS FARGO & CO $121.33万0.06%14,682 5373.8% $4.44万 加仓
XLU SELECT SECTOR SPDR TR $122.10万0.06%26,930 00.0% — 不变
JBL JABIL INC $123.08万0.06%3,193 -119-3.6% -$4.59万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $125.16万0.06%1,296 473.8% $4.54万 加仓
PFE PFIZER INC $127.08万0.06%52,773 -8,284-13.6% -$19.95万 减仓
IBM INTERNATIONAL BUSINESS MACHS $127.53万0.06%4,535 65316.8% $18.36万 加仓
KO COCA COLA CO $133.59万0.06%16,333 1,2168.0% $9.95万 加仓
EQT EQT CORP $134.05万0.06%25,212 -1,442-5.4% -$7.67万 减仓
ROST ROSS STORES INC $135.35万0.06%6,359 190.3% $4,044 加仓
EOG EOG RES INC $136.53万0.07%10,524 -16,491-61.0% -$213.94万 减仓
ABT ABBOTT LABORATORIES $138.29万0.07%15,240 1,38010.0% $12.52万 加仓
LULU LULULEMON ATHLETICA INC $140.44万0.07%12,300 1,14710.3% $13.10万 加仓
EXPD EXPEDITORS INTL WASH INC $143.44万0.07%8,801 580.7% $9,453 加仓
VMBS VANGUARD SCOTTSDALE FDS $145.86万0.07%31,160 00.0% — 不变
CMCSA COMCAST CORP NEW $146.26万0.07%59,575 -19,023-24.2% -$46.70万 减仓
IBDW ISHARES TR $147.48万0.07%70,766 -5,839-7.6% -$12.17万 减仓
BSMQ INVESCO EXCH TRD SLF IDX FD $148.02万0.07%62,865 -956-1.5% -$2.25万 减仓
GS GOLDMAN SACHS GROUP INC $150.59万0.07%1,489 -4-0.3% -$4,045 减仓
SPYM SPDR SERIES TRUST $153.92万0.07%17,515 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $155.01万0.07%11,794 -140-1.2% -$1.84万 减仓
PM PHILIP MORRIS INTL INC $155.39万0.07%8,520 6698.5% $12.20万 加仓
CAH CARDINAL HEALTH INC $157.05万0.08%6,611 -1,073-14.0% -$25.49万 减仓
JQUA J P MORGAN EXCHANGE TRADED F $164.55万0.08%22,766 22,766— $164.55万 新建仓
PRFZ INVESCO EXCHANGE TRADED FD T $169.49万0.08%30,390 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $172.85万0.08%3,300 00.0% — 不变
GEV GE VERNOVA INC $174.31万0.08%1,483 50.3% $5,877 加仓
ACN ACCENTURE PLC IRELAND $175.25万0.08%14,083 -799-5.4% -$9.94万 减仓
ZTS ZOETIS INC $178.01万0.09%24,772 22,9481,258.1% $164.90万 加仓
BAC BANK OF AMER CORP $178.62万0.09%31,347 1,0263.4% $5.85万 加仓
KLAC KLA CORP $182.93万0.09%6,063 1833.1% $5.52万 加仓
MS MORGAN STANLEY $184.94万0.09%8,847 -155-1.7% -$3.24万 减仓
SUSA ISHARES TR $185.99万0.09%12,054 240.2% $3,703 加仓
SGOL ETFS GOLD TR $189.23万0.09%49,498 1,8393.9% $7.03万 加仓
IBDV ISHARES TR $191.61万0.09%87,893 -932-1.0% -$2.03万 减仓
LIN LINDE PLC $194.86万0.09%3,755 140.4% $7,265 加仓
ORCL ORACLE CORP $198.03万0.09%13,513 -52-0.4% -$7,621 减仓
JEPI J P MORGAN EXCHANGE TRADED F $200.89万0.10%35,568 -16,745-32.0% -$94.58万 减仓
QQQM INVESCO EXCH TRADED FD TR II $201.81万0.10%6,661 6,661— $201.81万 新建仓
IWF ISHARES TR $201.91万0.10%16,261 -147-0.9% -$1.83万 减仓
ADBE ADOBE INC $203.81万0.10%9,941 -172-1.7% -$3.53万 减仓
NFLX NETFLIX INC. $205.32万0.10%28,757 -1,412-4.7% -$10.08万 减仓
PYPL PAYPAL HLDGS INC $207.64万0.10%48,086 -720-1.5% -$3.11万 减仓
AMAT APPLIED MATLS INC $209.67万0.10%2,900 652.3% $4.70万 加仓
GE GE AEROSPACE $212.17万0.10%5,677 65513.0% $24.48万 加仓
IEI ISHARES TR $214.05万0.10%18,225 00.0% — 不变
— DIMENSIONAL ETF TRUST $218.34万0.10%26,517 1,4295.7% $11.77万 加仓
IBDU ISHARES TR $218.63万0.10%94,399 -877-0.9% -$2.03万 减仓
EBAY EBAY INC. $219.23万0.10%19,618 -28,709-59.4% -$320.82万 减仓
EFA ISHARES TR $225.49万0.11%21,707 -60-0.3% -$6,233 减仓
AMLP ALPS ETF TR $225.69万0.11%43,528 00.0% — 不变
RTX RTX CORPORATION $229.52万0.11%12,097 -669-5.2% -$12.69万 减仓
IQDG WISDOMTREE TR $235.72万0.11%54,717 5,58311.4% $24.05万 加仓
HD HOME DEPOT INC $239.41万0.11%6,788 1,20121.5% $42.36万 加仓
SPGI S&P GLOBAL INC $243.65万0.12%5,983 -370-5.8% -$15.07万 减仓
INTC INTEL CORP $245.39万0.12%17,574 2,57417.2% $35.94万 加仓
MDT MEDTRONIC PLC $248.06万0.12%31,422 -2,388-7.1% -$18.85万 减仓
VST VISTRA CORP $253.25万0.12%15,965 2,69620.3% $42.77万 加仓
UBER UBER TECHNOLOGIES INC $257.64万0.12%35,704 28,399388.8% $204.93万 加仓
USB US BANCORP $263.09万0.13%43,186 -119-0.3% -$7,249 减仓
IBDT ISHARES TR $268.32万0.13%106,267 -531-0.5% -$1.34万 减仓
SCHP SCHWAB STRATEGIC TR $269.10万0.13%101,548 -2,979-2.8% -$7.89万 减仓
WMT WALMART INC $270.93万0.13%23,921 1,1244.9% $12.73万 加仓
DIS DISNEY WALT CO $274.66万0.13%28,319 -75-0.3% -$7,274 减仓
BMY BRISTOL-MYERS SQUIBB CO $283.02万0.14%49,118 -2,798-5.4% -$16.12万 减仓
IWR ISHARES TR $291.15万0.14%26,391 00.0% — 不变
QQQ INVESCO QQQ TR $294.89万0.14%4,000 00.0% — 不变
SPEM SPDR INDEX SHS FDS $295.72万0.14%57,111 6,64913.2% $34.43万 加仓
KR KROGER CO $309.89万0.15%55,805 300.1% $1,666 加仓
CAT CATERPILLAR INC $313.40万0.15%2,943 361.2% $3.83万 加仓
PEP PEPSICO INC $317.42万0.15%23,443 -759-3.1% -$10.28万 减仓
SCHW SCHWAB CHARLES CORP $319.86万0.15%34,666 -1,025-2.9% -$9.46万 减仓
LOW LOWES COS INC $322.38万0.15%14,621 -147-1.0% -$3.24万 减仓
XLE SELECT SECTOR SPDR TR $340.67万0.16%64,145 -1,099-1.7% -$5.84万 减仓
LRCX LAM RESEARCH CORP $347.48万0.17%8,014 2032.6% $8.80万 加仓
SYK STRYKER CORPORATION $349.15万0.17%11,059 6876.6% $21.69万 加仓
BKNG BOOKING HOLDINGS INC $355.18万0.17%19,927 8274.3% $14.74万 加仓
FNDB SCHWAB STRATEGIC TR $355.66万0.17%116,763 23,04424.6% $70.19万 加仓
CRM SALESFORCE INC $366.87万0.18%23,373 10,19477.4% $160.01万 加仓
CSX CSX CORP $373.44万0.18%78,569 1,8682.4% $8.88万 加仓
MCD MCDONALDS CORP $378.84万0.18%14,015 10.0% $270 加仓
GILD GILEAD SCIENCES INC $380.22万0.18%30,095 490.2% $6,191 加仓
— ELECTRONIC ARTS INC $390.70万0.19%19,055 5503.0% $11.28万 加仓
VGIT VANGUARD SCOTTSDALE FDS $394.41万0.19%66,872 9,38816.3% $55.37万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $396.24万0.19%78,223 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $405.04万0.19%17,955 1,64910.1% $37.20万 加仓
MRK MERCK & CO INC $409.95万0.20%31,697 5211.7% $6.74万 加仓
NTRS NORTHERN TR CORP $410.66万0.20%23,517 1560.7% $2.72万 加仓
ABBV ABBVIE INC $412.66万0.20%16,399 -436-2.6% -$10.97万 减仓
PG PROCTER & GAMBLE CO $429.89万0.21%29,316 2,0497.5% $30.05万 加仓
PNC PNC FINL SVCS GROUP INC $436.97万0.21%17,747 1721.0% $4.23万 加仓
MA MASTERCARD INCORPORATED $444.62万0.21%8,657 -488-5.3% -$25.06万 减仓
AZO AUTOZONE INC $449.03万0.21%1,405 352.6% $11.19万 加仓