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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $283.88万 | 0.15% | 22,797 | 3,741 | 19.6% | $46.59万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $278.15万 | 0.15% | 104,527 | -5,234 | -4.8% | -$13.93万 | 减仓 |
| DIS | DISNEY WALT CO | $273.66万 | 0.14% | 28,394 | 969 | 3.5% | $9.34万 | 加仓 |
| IBDT | ISHARES TR | $270.52万 | 0.14% | 106,798 | 5,930 | 5.9% | $15.02万 | 加仓 |
| SPGI | S&P GLOBAL INC | $270.21万 | 0.14% | 6,353 | -381 | -5.7% | -$16.20万 | 减仓 |
| APH | AMPHENOL CORP | $259.94万 | 0.14% | 20,532 | -159 | -0.8% | -$2.01万 | 减仓 |
| IWR | ISHARES TR | $256.60万 | 0.13% | 26,391 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $254.91万 | 0.13% | 93,719 | -1,466 | -1.5% | -$3.99万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $254.14万 | 0.13% | 9,392 | 5,814 | 162.5% | $157.32万 | 加仓 |
| RTX | RTX CORPORATION | $246.26万 | 0.13% | 12,766 | 1,381 | 12.1% | $26.64万 | 加仓 |
| CRM | SALESFORCE INC | $246.01万 | 0.13% | 13,179 | 1,611 | 13.9% | $30.07万 | 加仓 |
| ADBE | ADOBE INC | $245.83万 | 0.13% | 10,113 | 471 | 4.9% | $11.45万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $236.72万 | 0.12% | 50,462 | -5,484 | -9.8% | -$25.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $230.87万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $229.13万 | 0.12% | 43,528 | 2,102 | 5.1% | $11.06万 | 加仓 |
| USB | US BANCORP | $227.48万 | 0.12% | 43,305 | -23,609 | -35.3% | -$124.02万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $225.65万 | 0.12% | 78,598 | 4,927 | 6.7% | $14.15万 | 加仓 |
| IBDU | ISHARES TR | $221.61万 | 0.12% | 95,276 | 10,766 | 12.7% | $25.04万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $220.75万 | 0.12% | 48,806 | 5,575 | 12.9% | $25.22万 | 加仓 |
| IEI | ISHARES TR | $216.15万 | 0.11% | 18,225 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $212.65万 | 0.11% | 47,659 | -5,351 | -10.1% | -$23.88万 | 减仓 |
| EFA | ISHARES TR | $211.42万 | 0.11% | 21,767 | -304 | -1.4% | -$2.95万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $209.20万 | 0.11% | 6,173 | 590 | 10.6% | $20.00万 | 加仓 |
| CAT | CATERPILLAR INC | $205.95万 | 0.11% | 2,907 | 331 | 12.8% | $23.45万 | 加仓 |
| ORCL | ORACLE CORP | $199.55万 | 0.10% | 13,565 | -3,953 | -22.6% | -$58.15万 | 减仓 |
| VST | VISTRA CORP | $199.47万 | 0.10% | 13,269 | 4,327 | 48.4% | $65.05万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $198.13万 | 0.10% | 12,601 | 1,065 | 9.2% | $16.74万 | 加仓 |
| IQDG | WISDOMTREE TR | $197.22万 | 0.10% | 49,134 | 6,485 | 15.2% | $26.03万 | 加仓 |
| IBDV | ISHARES TR | $194.44万 | 0.10% | 88,825 | 6,858 | 8.4% | $15.01万 | 加仓 |
| IEF | ISHARES TR | $186.80万 | 0.10% | 19,572 | 19,572 | — | $186.80万 | 新建仓 |
| LIN | LINDE PLC | $185.46万 | 0.10% | 3,741 | 1,100 | 41.7% | $54.53万 | 加仓 |
| HD | HOME DEPOT INC | $183.75万 | 0.10% | 5,587 | 547 | 10.9% | $17.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $178.45万 | 0.09% | 25,088 | -12,151 | -32.6% | -$86.43万 | 减仓 |
| IWF | ISHARES TR | $174.91万 | 0.09% | 4,102 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $173.91万 | 0.09% | 8,549 | 1,163 | 15.7% | $23.66万 | 加仓 |
| ASML | ASML HLDG NV | $173.56万 | 0.09% | 1,314 | 256 | 24.2% | $33.81万 | 加仓 |
| PFE | PFIZER INC | $171.45万 | 0.09% | 61,057 | -77,434 | -55.9% | -$217.43万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $170.75万 | 0.09% | 11,153 | 11,153 | — | $170.75万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $170.48万 | 0.09% | 11,934 | 3,886 | 48.3% | $55.51万 | 加仓 |
| EQT | EQT CORP | $169.63万 | 0.09% | 26,654 | 14 | 0.1% | $891 | 加仓 |
| LRCX | LAM RESEARCH CORP | $167.07万 | 0.09% | 7,811 | 1,096 | 16.3% | $23.44万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $162.37万 | 0.09% | 7,684 | 18 | 0.2% | $3,804 | 加仓 |
| IBDW | ISHARES TR | $160.33万 | 0.08% | 76,605 | 35,582 | 86.7% | $74.47万 | 加仓 |
| SUSA | ISHARES TR | $158.92万 | 0.08% | 12,030 | -43 | -0.4% | -$5,680 | 减仓 |
| FAST | FASTENAL CO | $155.89万 | 0.08% | 33,598 | 919 | 2.8% | $4.26万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $153.18万 | 0.08% | 3,300 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $150.78万 | 0.08% | 63,821 | -843 | -1.3% | -$1.99万 | 减仓 |
| MS | MORGAN STANLEY | $148.15万 | 0.08% | 9,002 | 923 | 11.4% | $15.19万 | 加仓 |
| BAC | BANK AMERICA CORP | $147.81万 | 0.08% | 30,321 | 4,523 | 17.5% | $22.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $146.38万 | 0.08% | 4,331 | 1,062 | 32.5% | $35.89万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $146.30万 | 0.08% | 31,160 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $142.74万 | 0.07% | 5,022 | 366 | 7.9% | $10.40万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $142.30万 | 0.07% | 13,860 | 403 | 3.0% | $4.14万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $139.40万 | 0.07% | 30,390 | 474 | 1.6% | $2.17万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $137.64万 | 0.07% | 6,585 | 191 | 3.0% | $3.99万 | 加仓 |
| ROST | ROSS STORES INC | $137.34万 | 0.07% | 6,340 | 135 | 2.2% | $2.92万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $134.06万 | 0.07% | 17,515 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $133.06万 | 0.07% | 7,004 | -9,396 | -57.3% | -$178.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $130.96万 | 0.07% | 7,851 | 493 | 6.7% | $8.22万 | 加仓 |
| GEV | GE VERNOVA INC | $129.09万 | 0.07% | 1,478 | 209 | 16.5% | $18.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $126.31万 | 0.07% | 1,493 | 250 | 20.1% | $21.15万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $125.23万 | 0.07% | 8,743 | -138 | -1.6% | -$1.98万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $123.58万 | 0.06% | 26,930 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $115.76万 | 0.06% | 15,117 | 1,796 | 13.5% | $13.75万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $114.74万 | 0.06% | 12,430 | -5,348 | -30.1% | -$49.37万 | 减仓 |
| WFC | WELLS FARGO & CO | $112.61万 | 0.06% | 14,145 | 1,187 | 9.2% | $9.45万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $110.96万 | 0.06% | 2,407 | -49 | -2.0% | -$2.26万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $110.57万 | 0.06% | 7,559 | 1,363 | 22.0% | $19.94万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $108.97万 | 0.06% | 4,084 | 311 | 8.2% | $8.30万 | 加仓 |
| DVY | ISHARES TR | $105.99万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $105.57万 | 0.06% | 2,146 | 205 | 10.6% | $10.09万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $104.66万 | 0.05% | 11,268 | 1,903 | 20.3% | $17.68万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $103.44万 | 0.05% | 1,979 | -6 | -0.3% | -$3,136 | 减仓 |
| MKL | MARKEL GROUP INC | $100.49万 | 0.05% | 525 | -189 | -26.5% | -$36.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.40万 | 0.05% | 19,800 | 3,962 | 25.0% | $19.89万 | 加仓 |
| COP | CONOCOPHILLIPS | $98.78万 | 0.05% | 7,483 | 1,292 | 20.9% | $17.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $96.90万 | 0.05% | 2,835 | 400 | 16.4% | $13.67万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $95.93万 | 0.05% | 4,699 | 140 | 3.1% | $2.86万 | 加仓 |
| CB | CHUBB LTD SWITZ | $95.64万 | 0.05% | 2,926 | 331 | 12.8% | $10.82万 | 加仓 |
| NVS | NOVARTIS AG | $94.16万 | 0.05% | 6,164 | 1,524 | 32.8% | $23.28万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $94.10万 | 0.05% | 3,882 | -562 | -12.6% | -$13.62万 | 减仓 |
| EME | EMCOR GROUP INC | $90.66万 | 0.05% | 1,228 | 82 | 7.2% | $6.05万 | 加仓 |
| BLK | BLACKROCK INC | $90.02万 | 0.05% | 936 | 72 | 8.3% | $6.92万 | 加仓 |
| IWD | ISHARES TR | $88.99万 | 0.05% | 4,165 | 101 | 2.5% | $2.16万 | 加仓 |
| C | CITIGROUP INC | $88.58万 | 0.05% | 7,811 | 1,354 | 21.0% | $15.36万 | 加仓 |
| DGRO | ISHARES TR | $88.28万 | 0.05% | 12,579 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $88.00万 | 0.05% | 18,562 | 79 | 0.4% | $3,745 | 加仓 |
| JBL | JABIL INC | $87.98万 | 0.05% | 3,312 | 113 | 3.5% | $3.00万 | 加仓 |
| TJX | TJX COS INC NEW | $87.96万 | 0.05% | 5,508 | 995 | 22.0% | $15.89万 | 加仓 |
| ETN | EATON CORP PLC | $86.81万 | 0.05% | 2,427 | 251 | 11.5% | $8.98万 | 加仓 |
| KLAC | KLA CORP | $86.58万 | 0.05% | 588 | 80 | 15.7% | $11.78万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $84.73万 | 0.04% | 8,827 | 403 | 4.8% | $3.87万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $83.75万 | 0.04% | 6,105 | 3,559 | 139.8% | $48.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.30万 | 0.04% | 13,000 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $82.94万 | 0.04% | 5,600 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $81.66万 | 0.04% | 6,509 | 1,507 | 30.1% | $18.91万 | 加仓 |
| BA | BOEING CO | $81.64万 | 0.04% | 4,102 | 403 | 10.9% | $8.02万 | 加仓 |
| XPO | XPO INC | $81.57万 | 0.04% | 4,193 | 96 | 2.3% | $1.87万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $81.03万 | 0.04% | 12,542 | 118 | 0.9% | $7,624 | 加仓 |
| T | AT&T INC | $79.71万 | 0.04% | 27,497 | 4,502 | 19.6% | $13.05万 | 加仓 |