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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.58亿 | 8.31% | 242,082 | 33,296 | 15.9% | $2,174.93万 | 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 |
| 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 |
| SCHR | SCHWAB STRATEGIC TR | $7,477.40万 | 3.93% | 3,001,765 | 134,150 | 4.7% | $334.17万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $6,715.34万 | 3.53% | 1,160,218 | 114,932 | 11.0% | $665.23万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,101.49万 | 3.20% | 769,710 | -93,618 | -10.8% | -$742.11万 | 减仓 |
| IJH | ISHARES TR | $5,240.05万 | 2.75% | 775,959 | 4,182 | 0.5% | $28.24万 | 加仓 |
| GARP | ISHARES TR | $5,019.04万 | 2.64% | 784,592 | 784,592 | — | $5,019.04万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,080.74万 | 2.14% | 1,465,255 | 97,328 | 7.1% | $271.06万 | 加仓 |
| IEFA | ISHARES TR | $3,678.56万 | 1.93% | 406,336 | -46,436 | -10.3% | -$420.39万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,502.52万 | 1.84% | 702,048 | 2,056 | 0.3% | $10.26万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,133.11万 | 1.65% | 640,326 | -106,374 | -14.2% | -$520.49万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,880.53万 | 1.51% | 133,941 | 8,317 | 6.6% | $178.87万 | 加仓 |
| SGOV | ISHARES TR | $2,829.16万 | 1.49% | 281,061 | -225,039 | -44.5% | -$2,265.24万 | 减仓 |
| IJR | ISHARES TR | $2,825.37万 | 1.48% | 227,285 | -47,500 | -17.3% | -$590.47万 | 减仓 |
| AAPL | APPLE INC | $2,781.14万 | 1.46% | 109,584 | 9,974 | 10.0% | $253.13万 | 加仓 |
| 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 |
| FNDA | SCHWAB STRATEGIC TR | $2,502.73万 | 1.31% | 771,733 | -149,129 | -16.2% | -$483.63万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,498.69万 | 1.31% | 542,367 | 542,367 | — | $2,498.69万 | 新建仓 |
| — | GRANITESHARES ETF TR | $2,434.46万 | 1.28% | 926,883 | 177,903 | 23.8% | $467.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,426.06万 | 1.27% | 139,101 | 29,318 | 26.7% | $511.33万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,392.02万 | 1.26% | 270,407 | -29,183 | -9.7% | -$258.15万 | 减仓 |
| MUB | ISHARES TR | $2,202.28万 | 1.16% | 207,469 | 16,190 | 8.5% | $171.86万 | 加仓 |
| IEMG | ISHARES INC | $2,196.18万 | 1.15% | 314,864 | -45,218 | -12.6% | -$315.40万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $2,192.35万 | 1.15% | 170,930 | 6,621 | 4.0% | $84.92万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,131.02万 | 1.12% | 556,985 | -82,632 | -12.9% | -$316.15万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $2,010.68万 | 1.06% | 253,148 | 11,658 | 4.8% | $92.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,763.16万 | 0.93% | 47,631 | 1,383 | 3.0% | $51.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,625.32万 | 0.85% | 184,360 | -68,578 | -27.1% | -$604.58万 | 减仓 |
| GOOGL | ALPHABET INC | $1,382.19万 | 0.73% | 48,066 | 5,881 | 13.9% | $169.11万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,381.27万 | 0.73% | 272,925 | -187,787 | -40.8% | -$950.39万 | 减仓 |
| GOOG | ALPHABET INC | $1,378.74万 | 0.72% | 48,063 | 911 | 1.9% | $26.13万 | 加仓 |
| AMZN | AMAZON COM INC | $1,375.87万 | 0.72% | 66,062 | 5,964 | 9.9% | $124.21万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,296.27万 | 0.68% | 270,450 | -15,815 | -5.5% | -$75.80万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,290.47万 | 0.68% | 21,596 | -549 | -2.5% | -$32.81万 | 减仓 |
| ICSH | ISHARES TR | $1,283.86万 | 0.67% | 253,626 | -202,149 | -44.4% | -$1,023.28万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $1,217.83万 | 0.64% | 509,341 | 509,341 | — | $1,217.83万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,181.18万 | 0.62% | 24,649 | 1,042 | 4.4% | $49.93万 | 加仓 |
| — | ETF SER SOLUTIONS | $1,105.39万 | 0.58% | 295,376 | -52,862 | -15.2% | -$197.83万 | 减仓 |
| AVGO | BROADCOM INC | $1,097.34万 | 0.58% | 35,454 | 1,633 | 4.8% | $50.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,057.71万 | 0.56% | 35,957 | 924 | 2.6% | $27.18万 | 加仓 |
| — | EXXON MOBIL CORP | $1,041.02万 | 0.55% | 61,359 | 1,652 | 2.8% | $28.03万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,007.05万 | 0.53% | 324,751 | 324,751 | — | $1,007.05万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $878.68万 | 0.46% | 42,469 | 1,844 | 4.5% | $38.15万 | 加仓 |
| META | META PLATFORMS INC | $865.12万 | 0.45% | 15,121 | 2,445 | 19.3% | $139.89万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $837.43万 | 0.44% | 72,877 | 1,874 | 2.6% | $21.53万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $821.75万 | 0.43% | 25,615 | -63 | -0.2% | -$2.02万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $808.99万 | 0.42% | 170,207 | 4,075 | 2.5% | $19.37万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $805.94万 | 0.42% | 61,405 | 1,406 | 2.3% | $18.45万 | 加仓 |
| IDEV | ISHARES TR | $775.58万 | 0.41% | 92,806 | -8,265 | -8.2% | -$69.07万 | 减仓 |
| MCK | MCKESSON CORP | $771.00万 | 0.40% | 8,902 | -30 | -0.3% | -$2.60万 | 减仓 |
| V | VISA INC | $724.05万 | 0.38% | 23,956 | 3,679 | 18.1% | $111.19万 | 加仓 |
| ADI | ANALOG DEVICES INC | $680.12万 | 0.36% | 21,378 | 319 | 1.5% | $10.15万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $642.83万 | 0.34% | 264,865 | -406,247 | -60.5% | -$985.96万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $631.85万 | 0.33% | 106,696 | -721 | -0.7% | -$4.27万 | 减仓 |
| IBDR | ISHARES TR | $623.23万 | 0.33% | 257,107 | -1,079 | -0.4% | -$2.62万 | 减仓 |
| CSCO | CISCO SYS INC | $609.05万 | 0.32% | 78,496 | 2,905 | 3.8% | $22.54万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $577.41万 | 0.30% | 9,339 | 141 | 1.5% | $8.72万 | 加仓 |
| IBDS | ISHARES TR | $565.65万 | 0.30% | 233,352 | 6,196 | 2.7% | $15.02万 | 加仓 |
| LLY | ELI LILLY & CO | $563.18万 | 0.30% | 6,123 | 410 | 7.2% | $37.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $561.09万 | 0.29% | 5,631 | 616 | 12.3% | $61.38万 | 加仓 |
| AMGN | AMGEN INC | $536.96万 | 0.28% | 15,261 | 416 | 2.8% | $14.64万 | 加仓 |
| MPC | MARATHON PETE CORP | $527.33万 | 0.28% | 21,596 | 184 | 0.9% | $4.49万 | 加仓 |
| PGR | PROGRESSIVE CORP | $523.43万 | 0.27% | 26,404 | 1,281 | 5.1% | $25.39万 | 加仓 |
| BCI | ABRDN ETFS | $507.20万 | 0.27% | 208,810 | -15,096 | -6.7% | -$36.67万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $503.42万 | 0.26% | 16,643 | 121 | 0.7% | $3.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $474.92万 | 0.25% | 19,429 | -13,483 | -41.0% | -$329.58万 | 减仓 |
| AZO | AUTOZONE INC | $462.76万 | 0.24% | 1,370 | 9 | 0.7% | $3.04万 | 加仓 |
| IGSB | ISHARES TR | $461.80万 | 0.24% | 87,861 | -12,660 | -12.6% | -$66.54万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $459.98万 | 0.24% | 95,194 | -26,498 | -21.8% | -$128.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $456.94万 | 0.24% | 9,145 | 852 | 10.3% | $42.57万 | 加仓 |
| EBAY | EBAY INC. | $439.87万 | 0.23% | 48,327 | -897 | -1.8% | -$8.16万 | 减仓 |
| MCD | MCDONALDS CORP | $435.54万 | 0.23% | 14,014 | 754 | 5.7% | $23.43万 | 加仓 |
| QCOM | QUALCOMM INC | $427.46万 | 0.22% | 33,193 | -180 | -0.5% | -$2.32万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $418.75万 | 0.22% | 30,046 | 2,146 | 7.7% | $29.91万 | 加仓 |
| KR | KROGER CO | $403.59万 | 0.21% | 55,775 | 536 | 1.0% | $3.88万 | 加仓 |
| TSLA | TESLA INC | $400.60万 | 0.21% | 10,776 | 1,674 | 18.4% | $62.23万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $399.68万 | 0.21% | 65,244 | -347,340 | -84.2% | -$2,127.80万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $393.84万 | 0.21% | 27,267 | 2,089 | 8.3% | $30.17万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $391.04万 | 0.21% | 78,223 | -2,140 | -2.7% | -$10.70万 | 减仓 |
| EOG | EOG RES INC | $390.56万 | 0.21% | 27,015 | 1,504 | 5.9% | $21.74万 | 加仓 |
| MRK | MERCK & CO INC | $377.40万 | 0.20% | 31,176 | 17,614 | 129.9% | $213.22万 | 加仓 |
| — | ELECTRONIC ARTS INC | $377.26万 | 0.20% | 18,505 | 42 | 0.2% | $8,563 | 加仓 |
| PEP | PEPSICO INC | $375.83万 | 0.20% | 24,202 | 697 | 3.0% | $10.82万 | 加仓 |
| ABBV | ABBVIE INC | $366.14万 | 0.19% | 16,835 | 1,480 | 9.6% | $32.19万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $365.72万 | 0.19% | 17,575 | 348 | 2.0% | $7.24万 | 加仓 |
| LOW | LOWES COS INC | $348.94万 | 0.18% | 14,768 | 455 | 3.2% | $10.75万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $342.32万 | 0.18% | 57,484 | -9,840 | -14.6% | -$58.60万 | 减仓 |
| SYK | STRYKER CORPORATION | $341.73万 | 0.18% | 10,372 | 461 | 4.7% | $15.19万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $335.42万 | 0.18% | 35,691 | 1,233 | 3.6% | $11.59万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $333.70万 | 0.18% | 16,306 | 1,610 | 11.0% | $32.95万 | 加仓 |
| NTRS | NORTHERN TR CORP | $327.73万 | 0.17% | 23,361 | 360 | 1.6% | $5.05万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $321.67万 | 0.17% | 764 | 139 | 22.2% | $58.52万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $314.87万 | 0.17% | 51,916 | 2,913 | 5.9% | $17.67万 | 加仓 |
| CSX | CSX CORP | $314.86万 | 0.17% | 76,701 | 2,212 | 3.0% | $9.08万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $312.30万 | 0.16% | 19,480 | 1,806 | 10.2% | $28.95万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $296.51万 | 0.16% | 52,313 | -131,289 | -71.5% | -$744.15万 | 减仓 |
| MDT | MEDTRONIC PLC | $295.30万 | 0.16% | 33,810 | 1,237 | 3.8% | $10.80万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $295.10万 | 0.15% | 14,882 | 712 | 5.0% | $14.12万 | 加仓 |
| NFLX | NETFLIX INC. | $290.07万 | 0.15% | 30,169 | 8,233 | 37.5% | $79.16万 | 加仓 |