Resonant Capital Advisors, LLC
Madison WI · SEC CIK 0001803236
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| RWK | INVESCO EXCH TRADED FD TR II | $2,192.35万 | 1.15% | 170,930 | 6,621 | 4.0% | $84.92万 | 加仓 |
| IEMG | ISHARES INC | $2,196.18万 | 1.15% | 314,864 | -45,218 | -12.6% | -$315.40万 | 减仓 |
| MUB | ISHARES TR | $2,202.28万 | 1.16% | 207,469 | 16,190 | 8.5% | $171.86万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,392.02万 | 1.26% | 270,407 | -29,183 | -9.7% | -$258.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,426.06万 | 1.27% | 139,101 | 29,318 | 26.7% | $511.33万 | 加仓 |
| — | GRANITESHARES ETF TR | $2,434.46万 | 1.28% | 926,883 | 177,903 | 23.8% | $467.26万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,498.69万 | 1.31% | 542,367 | 542,367 | — | $2,498.69万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $2,502.73万 | 1.31% | 771,733 | -149,129 | -16.2% | -$483.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,766.57万 | 1.45% | 42,423 | 200 | 0.5% | $13.04万 | 加仓 |
| AAPL | APPLE INC | $2,781.14万 | 1.46% | 109,584 | 9,974 | 10.0% | $253.13万 | 加仓 |
| IJR | ISHARES TR | $2,825.37万 | 1.48% | 227,285 | -47,500 | -17.3% | -$590.47万 | 减仓 |
| SGOV | ISHARES TR | $2,829.16万 | 1.49% | 281,061 | -225,039 | -44.5% | -$2,265.24万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,880.53万 | 1.51% | 133,941 | 8,317 | 6.6% | $178.87万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,133.11万 | 1.65% | 640,326 | -106,374 | -14.2% | -$520.49万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,502.52万 | 1.84% | 702,048 | 2,056 | 0.3% | $10.26万 | 加仓 |
| IEFA | ISHARES TR | $3,678.56万 | 1.93% | 406,336 | -46,436 | -10.3% | -$420.39万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,080.74万 | 2.14% | 1,465,255 | 97,328 | 7.1% | $271.06万 | 加仓 |
| GARP | ISHARES TR | $5,019.04万 | 2.64% | 784,592 | 784,592 | — | $5,019.04万 | 新建仓 |
| IJH | ISHARES TR | $5,240.05万 | 2.75% | 775,959 | 4,182 | 0.5% | $28.24万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,101.49万 | 3.20% | 769,710 | -93,618 | -10.8% | -$742.11万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $6,715.34万 | 3.53% | 1,160,218 | 114,932 | 11.0% | $665.23万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $7,477.40万 | 3.93% | 3,001,765 | 134,150 | 4.7% | $334.17万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $8,390.22万 | 4.41% | 1,666,710 | 293,492 | 21.4% | $1,477.44万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $8,764.72万 | 4.60% | 1,719,248 | 287,225 | 20.1% | $1,464.27万 | 加仓 |
| IVV | ISHARES TR | $1.58亿 | 8.31% | 242,082 | 33,296 | 15.9% | $2,174.93万 | 加仓 |