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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $319.86万 | 0.15% | 34,666 | -1,025 | -2.9% | -$9.46万 | 减仓 |
| PEP | PEPSICO INC | $317.42万 | 0.15% | 23,443 | -759 | -3.1% | -$10.28万 | 减仓 |
| CAT | CATERPILLAR INC | $313.40万 | 0.15% | 2,943 | 36 | 1.2% | $3.83万 | 加仓 |
| KR | KROGER CO | $309.89万 | 0.15% | 55,805 | 30 | 0.1% | $1,666 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $295.72万 | 0.14% | 57,111 | 6,649 | 13.2% | $34.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $294.89万 | 0.14% | 4,000 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $291.15万 | 0.14% | 26,391 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $283.02万 | 0.14% | 49,118 | -2,798 | -5.4% | -$16.12万 | 减仓 |
| DIS | DISNEY WALT CO | $274.66万 | 0.13% | 28,319 | -75 | -0.3% | -$7,274 | 减仓 |
| WMT | WALMART INC | $270.93万 | 0.13% | 23,921 | 1,124 | 4.9% | $12.73万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $269.10万 | 0.13% | 101,548 | -2,979 | -2.8% | -$7.89万 | 减仓 |
| IBDT | ISHARES TR | $268.32万 | 0.13% | 106,267 | -531 | -0.5% | -$1.34万 | 减仓 |
| USB | US BANCORP | $263.09万 | 0.13% | 43,186 | -119 | -0.3% | -$7,249 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $257.64万 | 0.12% | 35,704 | 28,399 | 388.8% | $204.93万 | 加仓 |
| VST | VISTRA CORP | $253.25万 | 0.12% | 15,965 | 2,696 | 20.3% | $42.77万 | 加仓 |
| MDT | MEDTRONIC PLC | $248.06万 | 0.12% | 31,422 | -2,388 | -7.1% | -$18.85万 | 减仓 |
| INTC | INTEL CORP | $245.39万 | 0.12% | 17,574 | 2,574 | 17.2% | $35.94万 | 加仓 |
| SPGI | S&P GLOBAL INC | $243.65万 | 0.12% | 5,983 | -370 | -5.8% | -$15.07万 | 减仓 |
| HD | HOME DEPOT INC | $239.41万 | 0.11% | 6,788 | 1,201 | 21.5% | $42.36万 | 加仓 |
| IQDG | WISDOMTREE TR | $235.72万 | 0.11% | 54,717 | 5,583 | 11.4% | $24.05万 | 加仓 |
| RTX | RTX CORPORATION | $229.52万 | 0.11% | 12,097 | -669 | -5.2% | -$12.69万 | 减仓 |
| AMLP | ALPS ETF TR | $225.69万 | 0.11% | 43,528 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $225.49万 | 0.11% | 21,707 | -60 | -0.3% | -$6,233 | 减仓 |
| EBAY | EBAY INC. | $219.23万 | 0.10% | 19,618 | -28,709 | -59.4% | -$320.82万 | 减仓 |
| IBDU | ISHARES TR | $218.63万 | 0.10% | 94,399 | -877 | -0.9% | -$2.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $218.34万 | 0.10% | 26,517 | 1,429 | 5.7% | $11.77万 | 加仓 |
| IEI | ISHARES TR | $214.05万 | 0.10% | 18,225 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $212.17万 | 0.10% | 5,677 | 655 | 13.0% | $24.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $209.67万 | 0.10% | 2,900 | 65 | 2.3% | $4.70万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $207.64万 | 0.10% | 48,086 | -720 | -1.5% | -$3.11万 | 减仓 |
| NFLX | NETFLIX INC. | $205.32万 | 0.10% | 28,757 | -1,412 | -4.7% | -$10.08万 | 减仓 |
| ADBE | ADOBE INC | $203.81万 | 0.10% | 9,941 | -172 | -1.7% | -$3.53万 | 减仓 |
| IWF | ISHARES TR | $201.91万 | 0.10% | 16,261 | -147 | -0.9% | -$1.83万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $201.81万 | 0.10% | 6,661 | 6,661 | — | $201.81万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $200.89万 | 0.10% | 35,568 | -16,745 | -32.0% | -$94.58万 | 减仓 |
| ORCL | ORACLE CORP | $198.03万 | 0.09% | 13,513 | -52 | -0.4% | -$7,621 | 减仓 |
| LIN | LINDE PLC | $194.86万 | 0.09% | 3,755 | 14 | 0.4% | $7,265 | 加仓 |
| IBDV | ISHARES TR | $191.61万 | 0.09% | 87,893 | -932 | -1.0% | -$2.03万 | 减仓 |
| SGOL | ETFS GOLD TR | $189.23万 | 0.09% | 49,498 | 1,839 | 3.9% | $7.03万 | 加仓 |
| SUSA | ISHARES TR | $185.99万 | 0.09% | 12,054 | 24 | 0.2% | $3,703 | 加仓 |
| MS | MORGAN STANLEY | $184.94万 | 0.09% | 8,847 | -155 | -1.7% | -$3.24万 | 减仓 |
| KLAC | KLA CORP | $182.93万 | 0.09% | 6,063 | 183 | 3.1% | $5.52万 | 加仓 |
| BAC | BANK OF AMER CORP | $178.62万 | 0.09% | 31,347 | 1,026 | 3.4% | $5.85万 | 加仓 |
| ZTS | ZOETIS INC | $178.01万 | 0.09% | 24,772 | 22,948 | 1,258.1% | $164.90万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $175.25万 | 0.08% | 14,083 | -799 | -5.4% | -$9.94万 | 减仓 |
| GEV | GE VERNOVA INC | $174.31万 | 0.08% | 1,483 | 5 | 0.3% | $5,877 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $172.85万 | 0.08% | 3,300 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $169.49万 | 0.08% | 30,390 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $164.55万 | 0.08% | 22,766 | 22,766 | — | $164.55万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $157.05万 | 0.08% | 6,611 | -1,073 | -14.0% | -$25.49万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $155.39万 | 0.07% | 8,520 | 669 | 8.5% | $12.20万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $155.01万 | 0.07% | 11,794 | -140 | -1.2% | -$1.84万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $153.92万 | 0.07% | 17,515 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $150.59万 | 0.07% | 1,489 | -4 | -0.3% | -$4,045 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $148.02万 | 0.07% | 62,865 | -956 | -1.5% | -$2.25万 | 减仓 |
| IBDW | ISHARES TR | $147.48万 | 0.07% | 70,766 | -5,839 | -7.6% | -$12.17万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $146.26万 | 0.07% | 59,575 | -19,023 | -24.2% | -$46.70万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $145.86万 | 0.07% | 31,160 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $143.44万 | 0.07% | 8,801 | 58 | 0.7% | $9,453 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $140.44万 | 0.07% | 12,300 | 1,147 | 10.3% | $13.10万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $138.29万 | 0.07% | 15,240 | 1,380 | 10.0% | $12.52万 | 加仓 |
| EOG | EOG RES INC | $136.53万 | 0.07% | 10,524 | -16,491 | -61.0% | -$213.94万 | 减仓 |
| ROST | ROSS STORES INC | $135.35万 | 0.06% | 6,359 | 19 | 0.3% | $4,044 | 加仓 |
| EQT | EQT CORP | $134.05万 | 0.06% | 25,212 | -1,442 | -5.4% | -$7.67万 | 减仓 |
| KO | COCA COLA CO | $133.59万 | 0.06% | 16,333 | 1,216 | 8.0% | $9.95万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $127.53万 | 0.06% | 4,535 | 653 | 16.8% | $18.36万 | 加仓 |
| PFE | PFIZER INC | $127.08万 | 0.06% | 52,773 | -8,284 | -13.6% | -$19.95万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $125.16万 | 0.06% | 1,296 | 47 | 3.8% | $4.54万 | 加仓 |
| JBL | JABIL INC | $123.08万 | 0.06% | 3,193 | -119 | -3.6% | -$4.59万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $122.10万 | 0.06% | 26,930 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $121.33万 | 0.06% | 14,682 | 537 | 3.8% | $4.44万 | 加仓 |
| FAST | FASTENAL CO | $117.69万 | 0.06% | 24,503 | -9,095 | -27.1% | -$43.68万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $116.95万 | 0.06% | 1,831 | 52 | 2.9% | $3.32万 | 加仓 |
| C | CITIGROUP INC | $115.15万 | 0.06% | 8,227 | 416 | 5.3% | $5.82万 | 加仓 |
| DHR | DANAHER CORP DEL | $115.04万 | 0.05% | 6,027 | -977 | -13.9% | -$18.65万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $114.87万 | 0.05% | 2,289 | 143 | 6.7% | $7.18万 | 加仓 |
| SNDK | SANDISK CORP | $114.82万 | 0.05% | 505 | 71 | 16.4% | $16.14万 | 加仓 |
| FIX | COMFORT SYS USA INC | $113.17万 | 0.05% | 571 | 18 | 3.3% | $3.57万 | 加仓 |
| DVY | ISHARES TR | $109.41万 | 0.05% | 7,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $105.12万 | 0.05% | 2,467 | 40 | 1.6% | $1.70万 | 加仓 |
| MKL | MARKEL GROUP INC | $104.10万 | 0.05% | 533 | 8 | 1.5% | $1.56万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $102.15万 | 0.05% | 6,013 | -215 | -3.5% | -$3.65万 | 减仓 |
| EME | EMCOR GROUP INC | $101.91万 | 0.05% | 1,228 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $101.41万 | 0.05% | 4,183 | 18 | 0.4% | $4,364 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $100.78万 | 0.05% | 4,999 | -1,586 | -24.1% | -$31.98万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $97.75万 | 0.05% | 3,491 | -593 | -14.5% | -$16.60万 | 减仓 |
| FLEX | FLEX LTD | $97.65万 | 0.05% | 6,025 | -1,942 | -24.4% | -$31.47万 | 减仓 |
| CB | CHUBB LIMITED | $97.14万 | 0.05% | 2,842 | -84 | -2.9% | -$2.87万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $96.78万 | 0.05% | 4,551 | -148 | -3.1% | -$3.15万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $96.73万 | 0.05% | 4,206 | 4 | 0.1% | $920 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $95.60万 | 0.05% | 2,404 | -3 | -0.1% | -$1,193 | 减仓 |
| DGRO | ISHARES TR | $95.34万 | 0.05% | 12,579 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $94.14万 | 0.04% | 6,007 | -157 | -2.5% | -$2.46万 | 减仓 |
| EEM | ISHARES TR | $93.40万 | 0.04% | 13,653 | -130 | -0.9% | -$8,893 | 减仓 |
| NEE | NEXTERA ENERGY INC | $92.74万 | 0.04% | 10,566 | -702 | -6.2% | -$6.16万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $92.62万 | 0.04% | 13,000 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $91.98万 | 0.04% | 3,946 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $89.93万 | 0.04% | 1,994 | 15 | 0.8% | $6,765 | 加仓 |
| BRO | BROWN & BROWN INC | $89.71万 | 0.04% | 13,984 | 2,643 | 23.3% | $16.95万 | 加仓 |
| BLK | BLACKROCK INC | $88.94万 | 0.04% | 925 | -11 | -1.2% | -$1.06万 | 减仓 |