Resonant Capital Advisors, LLC
Madison WI · SEC CIK 0001803236
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | $460.24万 | 0.22% | 87,816 | -45 | -0.1% | -$2,358 | 减仓 |
| BCI | ABRDN ETFS | $466.00万 | 0.22% | 208,595 | -215 | -0.1% | -$4,803 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $471.32万 | 0.23% | 11,340 | 1,948 | 20.7% | $80.96万 | 加仓 |
| APH | AMPHENOL CORP | $482.65万 | 0.23% | 27,339 | 6,807 | 33.2% | $120.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $485.97万 | 0.23% | 19,135 | -294 | -1.5% | -$7.47万 | 减仓 |
| TSLA | TESLA INC | $487.05万 | 0.23% | 11,580 | 804 | 7.5% | $33.82万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $506.09万 | 0.24% | 5,410 | -221 | -3.9% | -$20.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $530.95万 | 0.25% | 9,140 | 591 | 6.9% | $34.33万 | 加仓 |
| ASML | ASML HLDG NV | $533.77万 | 0.26% | 2,683 | 1,369 | 104.2% | $272.35万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $551.29万 | 0.26% | 4,776 | 445 | 10.3% | $51.37万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $559.25万 | 0.27% | 96,974 | 1,780 | 1.9% | $10.27万 | 加仓 |
| MPC | MARATHON PETE CORP | $560.94万 | 0.27% | 21,940 | 344 | 1.6% | $8.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $561.70万 | 0.27% | 11,740 | 5,567 | 90.2% | $266.35万 | 加仓 |
| IBDS | ISHARES TR | $565.18万 | 0.27% | 233,352 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $570.90万 | 0.27% | 16,878 | 235 | 1.4% | $7.95万 | 加仓 |
| AMGN | AMGEN INC | $572.26万 | 0.27% | 15,803 | 542 | 3.6% | $19.63万 | 加仓 |
| PGR | PROGRESSIVE CORP | $584.79万 | 0.28% | 26,770 | 366 | 1.4% | $8.00万 | 加仓 |
| IBDR | ISHARES TR | $598.78万 | 0.29% | 247,125 | -9,982 | -3.9% | -$24.19万 | 减仓 |
| CVX | CHEVRON CORPORATION | $635.31万 | 0.30% | 38,327 | -4,142 | -9.8% | -$68.66万 | 减仓 |
| MUNI | PIMCO ETF TR | $639.41万 | 0.31% | 121,560 | 121,560 | — | $639.41万 | 新建仓 |
| QCOM | QUALCOMM INC | $652.57万 | 0.31% | 35,314 | 2,121 | 6.4% | $39.19万 | 加仓 |
| MCK | MCKESSON CORP | $654.74万 | 0.31% | 8,656 | -246 | -2.8% | -$18.61万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $656.67万 | 0.31% | 19,256 | -224 | -1.1% | -$7.64万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $657.03万 | 0.31% | 9,319 | -20 | -0.2% | -$1.41万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $691.70万 | 0.33% | 286,539 | 21,674 | 8.2% | $52.32万 | 加仓 |
| — | EXXON MOBIL CORP | $749.84万 | 0.36% | 54,845 | -6,514 | -10.6% | -$89.06万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $755.12万 | 0.36% | 111,770 | 5,074 | 4.8% | $34.28万 | 加仓 |
| LLY | ELI LILLY & CO | $766.68万 | 0.37% | 6,392 | 269 | 4.4% | $32.26万 | 加仓 |
| META | META PLATFORMS INC | $819.42万 | 0.39% | 14,547 | -574 | -3.8% | -$32.33万 | 减仓 |
| V | VISA INC | $832.23万 | 0.40% | 24,257 | 301 | 1.3% | $10.33万 | 加仓 |
| ADI | ANALOG DEVICES INC | $845.97万 | 0.40% | 21,300 | -78 | -0.4% | -$3.10万 | 减仓 |
| IDEV | ISHARES TR | $857.37万 | 0.41% | 96,323 | 3,517 | 3.8% | $31.30万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $869.86万 | 0.42% | 61,405 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $919.63万 | 0.44% | 170,207 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $931.03万 | 0.44% | 79,264 | 768 | 1.0% | $9.02万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $931.08万 | 0.44% | 72,877 | 0 | 0.0% | — | 不变 |
| INMU | BLACKROCK ETF TRUST II | $948.60万 | 0.45% | 391,176 | -118,165 | -23.2% | -$286.55万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $950.49万 | 0.45% | 25,686 | 71 | 0.3% | $2.63万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,107.37万 | 0.53% | 377,427 | 52,676 | 16.2% | $154.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,174.53万 | 0.56% | 35,882 | -75 | -0.2% | -$2.45万 | 减仓 |
| — | ETF SER SOLUTIONS | $1,202.42万 | 0.57% | 297,925 | 2,549 | 0.9% | $10.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,277.95万 | 0.61% | 25,539 | 890 | 3.6% | $44.53万 | 加仓 |
| AVGO | BROADCOM INC | $1,357.10万 | 0.65% | 35,926 | 472 | 1.3% | $17.83万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,357.70万 | 0.65% | 280,894 | 10,444 | 3.9% | $50.48万 | 加仓 |
| ICSH | ISHARES TR | $1,367.30万 | 0.65% | 270,325 | 16,699 | 6.6% | $84.46万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,381.34万 | 0.66% | 273,155 | 230 | 0.1% | $1.16万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,391.22万 | 0.66% | 184,243 | -117 | -0.1% | -$8,835 | 减仓 |
| AMZN | AMAZON COM INC | $1,630.05万 | 0.78% | 68,392 | 2,330 | 3.5% | $55.53万 | 加仓 |
| GOOG | ALPHABET INC | $1,679.02万 | 0.80% | 47,520 | -543 | -1.1% | -$19.19万 | 减仓 |
| GOOGL | ALPHABET INC | $1,768.98万 | 0.85% | 49,500 | 1,434 | 3.0% | $51.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,769.87万 | 0.85% | 47,447 | -184 | -0.4% | -$6.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,836.13万 | 0.88% | 26,734 | 5,138 | 23.8% | $352.89万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,262.07万 | 1.08% | 570,078 | 13,093 | 2.4% | $51.95万 | 加仓 |
| — | GRANITESHARES ETF TR | $2,284.93万 | 1.09% | 948,893 | 22,010 | 2.4% | $53.00万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,500.17万 | 1.19% | 267,741 | -2,666 | -1.0% | -$24.90万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $2,526.07万 | 1.21% | 172,713 | 1,783 | 1.0% | $26.08万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,592.57万 | 1.24% | 562,989 | 20,622 | 3.8% | $94.96万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $2,598.02万 | 1.24% | 256,416 | 3,268 | 1.3% | $33.11万 | 加仓 |
| IEMG | ISHARES INC | $2,615.33万 | 1.25% | 315,709 | 845 | 0.3% | $7.00万 | 加仓 |
| MUB | ISHARES TR | $2,737.61万 | 1.31% | 254,378 | 46,909 | 22.6% | $504.83万 | 加仓 |
| SGOV | ISHARES TR | $2,816.01万 | 1.35% | 279,727 | -1,334 | -0.5% | -$13.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,877.23万 | 1.37% | 143,797 | 4,696 | 3.4% | $93.96万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $2,904.22万 | 1.39% | 763,063 | -8,670 | -1.1% | -$33.00万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,014.56万 | 1.44% | 595,998 | -106,050 | -15.1% | -$536.40万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,064.12万 | 1.46% | 129,495 | -4,446 | -3.3% | -$105.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,171.83万 | 1.52% | 42,366 | -57 | -0.1% | -$4.27万 | 减仓 |
| AAPL | APPLE INC | $3,237.35万 | 1.55% | 111,880 | 2,296 | 2.1% | $66.44万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,333.43万 | 1.59% | 631,809 | -8,517 | -1.3% | -$44.94万 | 减仓 |
| IJR | ISHARES TR | $3,353.31万 | 1.60% | 226,102 | -1,183 | -0.5% | -$17.55万 | 减仓 |
| IEFA | ISHARES TR | $3,882.73万 | 1.86% | 402,022 | -4,314 | -1.1% | -$41.66万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,431.02万 | 2.12% | 1,424,766 | -40,489 | -2.8% | -$125.92万 | 减仓 |
| IJH | ISHARES TR | $5,995.68万 | 2.86% | 777,549 | 1,590 | 0.2% | $12.26万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,199.05万 | 2.96% | 784,392 | 14,682 | 1.9% | $116.03万 | 加仓 |
| GARP | ISHARES TR | $6,536.14万 | 3.12% | 791,780 | 7,188 | 0.9% | $59.34万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $6,660.03万 | 3.18% | 2,700,741 | -301,024 | -10.0% | -$742.33万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $6,878.77万 | 3.29% | 1,148,375 | -11,843 | -1.0% | -$70.94万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $9,089.16万 | 4.34% | 1,804,120 | 137,410 | 8.2% | $692.27万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $9,394.02万 | 4.49% | 1,841,965 | 122,717 | 7.1% | $625.86万 | 加仓 |
| IVV | ISHARES TR | $1.77亿 | 8.44% | 235,812 | -6,270 | -2.6% | -$469.55万 | 减仓 |