13F 机构持仓

Allegheny Financial Group

Pittsburgh PA · SEC CIK 0001844148

2026Q22026Q1 更早 9 个季度 🔒
$9.42亿2026Q2 申报市值
305持仓数
46.7%前十大占比 · 第一大 14.1%
25 / 12新建仓 / 清仓
申报市值走势$9.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PVAL 14.1%
IMCG 6.5%
DIAMOND HILL F 5.9%
EA SERIES TRUS 3.9%
JFLX 3.8%
MFSG 2.7%
DGRO 2.6%
SCHG 2.4%
AAPL 2.4%
JGRO 2.4%

2026Q2 买入最多 按季末市值估算

IMCG 加仓+$3,949.40万
DIAMOND HILL FUN 加仓+$1,703.54万
PVAL 加仓+$1,668.33万
B 新建仓+$653.23万
FPAG 加仓+$590.70万

2026Q2 卖出最多 按季末市值估算

AFL 减仓-$126.68万
DD 减仓-$55.42万
MU 减仓-$52.23万
NKE 清仓-$41.08万
PROSHARES TR 减仓-$33.01万

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
V VISA INC $94.22万0.10%2,746 702.6% $2.40万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $95.50万0.10%7,401 290.4% $3,742 加仓
DKS DICKS SPORTING GOODS INC $97.27万0.10%4,288 -13-0.3% -$2,949 减仓
UNH UNITEDHEALTH GROUP INC $97.54万0.10%2,346 23711.2% $9.85万 加仓
PPL PPL CORP $99.62万0.11%27,406 1220.4% $4,435 加仓
T AT&T INC $99.67万0.11%48,148 70.0% $145 加仓
COP CONOCOPHILLIPS $100.00万0.11%9,619 -180-1.8% -$1.87万 减仓
KO COCA COLA CO $100.41万0.11%12,354 3192.7% $2.59万 加仓
BAC BANK OF AMER CORP $102.59万0.11%18,004 2211.2% $1.26万 加仓
INTC INTEL CORP $102.91万0.11%7,369 85713.2% $11.97万 加仓
VRTX VERTEX PHARMACEUTICALS INC $102.95万0.11%2,072 542.7% $2.68万 加仓
CI THE CIGNA GROUP $106.66万0.11%3,868 531.4% $1.46万 加仓
TSLA TESLA INC $106.93万0.11%2,542 481.9% $2.02万 加仓
VTWO VANGUARD SCOTTSDALE FDS $108.33万0.12%8,921 5857.0% $7.10万 加仓
NSC NORFOLK SOUTHN CORP $111.76万0.12%3,552 1354.0% $4.25万 加仓
GLW CORNING INC $111.79万0.12%4,376 160.4% $4,087 加仓
PFE PFIZER INC $112.46万0.12%46,701 1,3543.0% $3.26万 加仓
SO SOUTHERN CO $114.30万0.12%11,942 80.1% $766 加仓
META META PLATFORMS INC $115.49万0.12%2,050 51333.4% $28.90万 加仓
WMT WALMART INC $117.17万0.12%10,345 -42-0.4% -$4,757 减仓
CVX CHEVRON CORPORATION $118.59万0.13%7,154 4026.0% $6.66万 加仓
HD HOME DEPOT INC $122.35万0.13%3,469 1665.0% $5.85万 加仓
IWO ISHARES TR $123.25万0.13%3,128 -16-0.5% -$6,304 减仓
MMM 3M CO $123.90万0.13%7,652 -16-0.2% -$2,591 减仓
TT TRANE TECHNOLOGIES PLC $126.56万0.13%2,576 2159.1% $10.56万 加仓
GDX VANECK ETF TRUST $130.33万0.14%17,273 -195-1.1% -$1.47万 减仓
SOXL DIREXION SHARES ETF TRUST $131.07万0.14%4,914 -582-10.6% -$15.52万 减仓
VEU VANGUARD INTL EQUITY INDEX F $132.67万0.14%15,840 750.5% $6,281 加仓
TMO THERMO FISHER SCIENTIFIC INC $133.52万0.14%2,663 1646.6% $8.22万 加仓
AXP AMERICAN EXPRESS CO $133.82万0.14%3,956 00.0% — 不变
MO ALTRIA GROUP INC $134.15万0.14%18,645 930.5% $6,692 加仓
CSCO CISCO SYS INC $136.14万0.14%11,590 8137.5% $9.55万 加仓
NEE NEXTERA ENERGY INC $138.06万0.15%15,729 -31-0.2% -$2,721 减仓
QUAL ISHARES TR $138.21万0.15%6,298 4878.4% $10.69万 加仓
GEV GE VERNOVA INC $141.66万0.15%1,205 262.2% $3.06万 加仓
HSY HERSHEY CO $143.41万0.15%8,173 871.1% $1.53万 加仓
SCZ ISHARES TR $145.28万0.15%17,658 -1,306-6.9% -$10.75万 减仓
VZ VERIZON COMMUNICATIONS INC $151.30万0.16%35,735 4721.3% $2.00万 加仓
IWM ISHARES TR $152.41万0.16%5,072 -7-0.1% -$2,103 减仓
QQQ INVESCO QQQ TR $153.81万0.16%2,088 1618.4% $11.86万 加仓
DE DEERE & CO $154.96万0.16%2,442 30.1% $1,904 加仓
IMCV ISHARES TR $161.52万0.17%17,676 4,39733.1% $40.18万 加仓
IJR ISHARES TR $169.99万0.18%11,461 2852.6% $4.23万 加仓
GE GE AEROSPACE $171.44万0.18%4,587 -8-0.2% -$2,990 减仓
— FEDERATED HERMES ETF TRUST $172.07万0.18%47,985 2,6055.7% $9.34万 加仓
BNY BANK OF NY MELLON CORP $175.05万0.19%12,105 4403.8% $6.36万 加仓
MHD BLACKROCK MUNIHOLDINGS FD IN $175.75万0.19%147,691 -7,788-5.0% -$9.27万 减仓
COST COSTCO WHOLESALE CORPORATION $186.56万0.20%1,994 -16-0.8% -$1.50万 减仓
MPC MARATHON PETE CORP $202.49万0.21%7,919 50.1% $1,279 加仓
EFG ISHARES TR $207.56万0.22%16,682 -506-2.9% -$6.30万 减仓
SUB ISHARES TR $210.52万0.22%19,772 1,7089.5% $18.19万 加仓
IJK ISHARES TR $210.58万0.22%17,921 -1,248-6.5% -$14.66万 减仓
ABBV ABBVIE INC $220.06万0.23%8,745 300.3% $7,549 加仓
UNP UNION PAC CORP $222.19万0.24%8,168 80.1% $2,176 加仓
PG PROCTER & GAMBLE CO $229.48万0.24%15,649 2721.8% $3.99万 加仓
VTI VANGUARD INDEX FDS $238.93万0.25%6,456 -72-1.1% -$2.66万 减仓
PM PHILIP MORRIS INTL INC $250.33万0.27%13,837 320.2% $5,789 加仓
IWB ISHARES TR $253.71万0.27%6,195 -247-3.8% -$10.12万 减仓
IWP ISHARES TR $261.20万0.28%17,840 6683.9% $9.78万 加仓
IWS ISHARES TR $268.03万0.28%16,283 -408-2.4% -$6.72万 减仓
JNJ JOHNSON & JOHNSON $279.69万0.30%11,012 4754.5% $12.06万 加仓
IJJ ISHARES TR $280.29万0.30%18,973 -200-1.0% -$2.95万 减仓
IWN ISHARES TR $281.90万0.30%12,744 870.7% $1.92万 加仓
IWD ISHARES TR $294.24万0.31%12,137 -335-2.7% -$8.12万 减仓
VTWV VANGUARD SCOTTSDALE FDS $295.69万0.31%15,129 -797-5.0% -$15.58万 减仓
PNC PNC FINL SVCS GROUP INC $313.68万0.33%12,739 6525.4% $16.05万 加仓
IWF ISHARES TR $317.55万0.34%25,573 4932.0% $6.12万 加仓
IAGG ISHARES TR $320.18万0.34%63,276 -1,951-3.0% -$9.87万 减仓
NVDA NVIDIA CORPORATION $325.26万0.35%16,255 3,77630.3% $75.56万 加仓
JPM JPMORGAN CHASE & CO $336.65万0.36%10,284 2822.8% $9.23万 加仓
AMZN AMAZON COM INC $351.36万0.37%14,741 1,60012.2% $38.14万 加仓
IBM INTERNATIONAL BUSINESS MACHS $352.94万0.37%12,550 6165.2% $17.32万 加仓
IVV ISHARES TR $356.82万0.38%4,764 1984.3% $14.83万 加仓
VB VANGUARD INDEX FDS $361.27万0.38%11,918 2532.2% $7.67万 加仓
IYR ISHARES TR $362.89万0.39%35,490 -187-0.5% -$1.91万 减仓
VTV VANGUARD INDEX FDS $370.27万0.39%16,990 1490.9% $3.25万 加仓
MRK MERCK & CO INC $385.74万0.41%30,018 3071.0% $3.95万 加仓
VO VANGUARD INDEX FDS $389.21万0.41%48,306 4,86211.2% $39.17万 加仓
SNPS SYNOPSYS INC $391.48万0.42%8,776 30.0% $1,338 加仓
AVGO BROADCOM INC $397.38万0.42%10,519 2582.5% $9.75万 加仓
VUG VANGUARD INDEX FDS $445.56万0.47%51,725 3,7857.9% $32.60万 加仓
VTWG VANGUARD SCOTTSDALE FDS $472.96万0.50%16,440 -366-2.2% -$10.53万 减仓
GOOGL ALPHABET INC $479.24万0.51%13,410 9457.6% $33.77万 加仓
BASG ADVISORS INNER CIRCLE FD III $511.44万0.54%191,987 64,66950.8% $172.27万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $523.62万0.56%102,569 -63-0.1% -$3,216 减仓
GOOG ALPHABET INC $548.55万0.58%15,525 4272.8% $15.09万 加仓
JMEE J P MORGAN EXCHANGE TRADED F $565.11万0.60%72,421 25,07353.0% $195.65万 加仓
— PARNASSUS INCOME FDS $578.97万0.61%201,071 38,08423.4% $109.66万 加仓
FEGE RBB FUND TRUST $614.67万0.65%125,647 14,23712.8% $69.65万 加仓
CAT CATERPILLAR INC $648.14万0.69%6,086 -236-3.7% -$25.13万 减仓
AVMV AMERICAN CENTY ETF TR $651.69万0.69%80,919 64,981407.7% $523.33万 加仓
B BARRICK MNG CORP $653.23万0.69%177,847 177,847— $653.23万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $704.25万0.75%9,430 510.5% $3.81万 加仓
MSFT MICROSOFT CORP $888.85万0.94%23,828 3731.6% $13.91万 加仓
PPG PPG INDS INC $963.29万1.02%79,420 1740.2% $2.11万 加仓
LLY ELI LILLY & CO $973.91万1.03%8,119 1221.5% $14.63万 加仓
FTRB FEDERATED HERMES ETF TRUST $993.29万1.05%395,812 30,8788.5% $77.49万 加仓
IJH ISHARES TR $1,100.83万1.17%142,761 4,4183.2% $34.07万 加仓
HELO J P MORGAN EXCHANGE TRADED F $1,144.33万1.21%169,329 51,65143.9% $349.06万 加仓
FPAG INVESTMENT MANAGERS SER TR I $1,174.77万1.25%292,639 147,145101.1% $590.70万 加仓