Allegheny Financial Group

Pittsburgh PA · SEC CIK 0001844148

$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

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%

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

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

代码	名称	市值 ▲	占比	股数	变动股数	变动	估算买卖额	操作
BRK/B	BERKSHIRE HATHAWAY INC DEL	$1,288.40万	1.37%	25,747	641	2.6%	$32.08万	加仓
ERIE	ERIE INDTY CO	$1,573.90万	1.67%	65,647	0	0.0%	—	不变
—	EXXON MOBIL CORP	$1,717.11万	1.82%	125,593	-518	-0.4%	-$7.08万	减仓
RSP	INVESCO EXCHANGE TRADED FD T	$1,758.90万	1.87%	82,666	7,823	10.5%	$166.45万	加仓
—	VIRTUS ETF TR II	$1,821.81万	1.93%	726,233	105,859	17.1%	$265.56万	加仓
QLTY	GMO ETF TRUST	$2,000.67万	2.12%	480,698	80,150	20.0%	$333.58万	加仓
NVR	NVR INC	$2,010.33万	2.13%	2,950	-21	-0.7%	-$14.31万	减仓
JGRO	J P MORGAN EXCHANGE TRADED F	$2,240.70万	2.38%	227,274	55,047	32.0%	$542.71万	加仓
AAPL	APPLE INC	$2,289.18万	2.43%	79,111	1,742	2.3%	$50.41万	加仓
SCHG	SCHWAB STRATEGIC TR	$2,296.03万	2.44%	678,496	10,435	1.6%	$35.31万	加仓
DGRO	ISHARES TR	$2,453.63万	2.60%	323,740	2,672	0.8%	$20.25万	加仓
MFSG	MFS ACTIVE EXCHANGE TRADED F	$2,558.97万	2.72%	845,444	192,031	29.4%	$581.23万	加仓
JFLX	J P MORGAN EXCHANGE TRADED F	$3,538.36万	3.76%	702,054	4,193	0.6%	$21.13万	加仓
—	EA SERIES TRUST	$3,672.61万	3.90%	1,432,307	229,310	19.1%	$587.98万	加仓
—	DIAMOND HILL FUNDS	$5,575.91万	5.92%	4,309,052	1,316,490	44.0%	$1,703.54万	加仓
IMCG	ISHARES TR	$6,116.07万	6.49%	622,184	401,770	182.3%	$3,949.40万	加仓
PVAL	PUTNAM ETF TRUST	$1.33亿	14.11%	2,609,319	327,444	14.3%	$1,668.33万	加仓