13F 机构持仓

ARMSTRONG ADVISORY GROUP, INC

NEEDHAM MA · SEC CIK 0001932952

2026Q22026Q1 更早 9 个季度 🔒
$16.43亿2026Q2 申报市值
983持仓数
63.1%前十大占比 · 第一大 14.3%
58 / 37新建仓 / 清仓
申报市值走势$16.43亿2026Q2
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

SCHK 14.3%
IVV 13.9%
VGT 7.5%
SCHP 5.7%
IEI 4.7%
VBIL 4.5%
VTIP 4.5%
BND 3.9%
VOX 2.1%
VHT 2.1%

2026Q2 买入最多 按季末市值估算

SCHK 加仓+$1.46亿
VTIP 加仓+$7,283.04万
ROBO 加仓+$1,802.75万
GRID 加仓+$1,766.04万
RSP 加仓+$581.33万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$8,979.19万
IEI 减仓-$5,015.81万
VGSH 减仓-$3,763.78万
SPHQ 减仓-$2,577.24万
PROSHARES TR 减仓-$2,323.84万

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
TEM TEMPUS AI INC $1,6800.00%29 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $1,7210.00%224 -52-18.8% -$400 减仓
PYPL PAYPAL HLDGS INC $1,7280.00%40 00.0% — 不变
BTI BRITISH AMERN TOB PLC $1,7300.00%28 00.0% — 不变
RMD RESMED INC $1,7540.00%9 -18-66.7% -$3,508 减仓
— FOREMOST CLEAN ENERGY LTD $1,7730.00%3,000 00.0% — 不变
AAOI APPLIED OPTOELECTRONICS INC $1,7780.00%12 00.0% — 不变
ONON ON HLDG AG $1,8070.00%51 00.0% — 不变
KVYO KLAVIYO INC $1,8120.00%120 00.0% — 不变
VYX NCR VOYIX CORPORATION $1,8140.00%222 00.0% — 不变
UBS UBS GROUP AG $1,8840.00%38 00.0% — 不变
DRAM ROUNDHILL ETF TRUST $1,9210.00%26 26— $1,921 新建仓
CIEN CIENA CORP $1,9630.00%4 4— $1,963 新建仓
STNG SCORPIO TANKERS INC $2,0090.00%29 29— $2,009 新建仓
E ENI SPA $2,0150.00%43 00.0% — 不变
MNTN MNTN INC $2,0700.00%225 00.0% — 不变
IGPT INVESCO EXCHANGE TRADED FD T $2,0820.00%20 00.0% — 不变
SYY SYSCO CORP $2,0900.00%25 00.0% — 不变
ELVA ELECTROVAYA INC $2,1000.00%200 200— $2,100 新建仓
TTEK TETRA TECH INC NEW $2,1090.00%73 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 00.0% — 不变
RJF RAYMOND JAMES FINL INC $2,1290.00%14 -26-65.0% -$3,954 减仓
BWXT BWX TECHNOLOGIES INC $2,1420.00%11 00.0% — 不变
STZ CONSTELLATION BRANDS INC $2,1520.00%15 15— $2,152 新建仓
ERIE ERIE INDTY CO $2,1580.00%9 -16-64.0% -$3,836 减仓
GLXY GALAXY DIGITAL INC. $2,1600.00%79 00.0% — 不变
BHE BENCHMARK ELECTRS INC $2,1710.00%22 22— $2,171 新建仓
CGNX COGNEX CORP $2,1730.00%30 30— $2,173 新建仓
GTX GARRETT MOTION INC $2,1740.00%60 00.0% — 不变
CBRS CEREBRAS SYSTEMS INC $2,2100.00%10 10— $2,210 新建仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $2,2140.00%286 00.0% — 不变
— AVANOS MED INC $2,2400.00%90 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $2,3030.00%117 117— $2,303 新建仓
SIMO SILICON MOTION TECHNOLOGY CO $2,3340.00%7 7— $2,334 新建仓
APD AIR PRODUCTS AND CHEMICALS I $2,3460.00%8 00.0% — 不变
MUFG MITSUBISHI UFJ FINANCIAL GRO $2,3870.00%120 00.0% — 不变
RYAM RAYONIER ADVANCED MATLS INC $2,4290.00%309 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $2,4510.00%7 7— $2,451 新建仓
ICL ICL GROUP LTD $2,4900.00%500 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $2,4990.00%50 00.0% — 不变
RMBS RAMBUS INC DEL $2,5230.00%19 00.0% — 不变
LPLA LPL FINL HLDGS INC $2,5360.00%9 00.0% — 不变
PPLI PEOPLE INC $2,5390.00%55 00.0% — 不变
IYR ISHARES TR $2,5570.00%25 -41-62.1% -$4,193 减仓
NWG NATWEST GROUP PLC $2,5740.00%146 00.0% — 不变
HSAI HESAI GROUP $2,5880.00%142 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC $2,5970.00%150 00.0% — 不变
HUBB HUBBELL INC $2,6160.00%5 -10-66.7% -$5,232 减仓
MLCO MELCO RESORTS AND ENTMNT LTD $2,6350.00%500 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $2,6400.00%21 -40-65.6% -$5,029 减仓
PCAR PACCAR INC $2,6430.00%22 -40-64.5% -$4,805 减仓
CBRE CBRE GROUP INC $2,6940.00%20 00.0% — 不变
WNC WABASH NATL CORP $2,7000.00%200 00.0% — 不变
LYFT LYFT INC $2,7180.00%186 00.0% — 不变
AVNT AVIENT CORPORATION $2,7720.00%75 75— $2,772 新建仓
ASGI ABRDN GLOBAL INFRA INCOME FU $2,7900.00%120 00.0% — 不变
BCS BARCLAYS PLC $2,7940.00%104 00.0% — 不变
RL RALPH LAUREN CORP $2,8100.00%7 -14-66.7% -$5,620 减仓
ALC ALCON AG $2,8860.00%43 00.0% — 不变
USB US BANCORP $2,9000.00%48 -89-65.0% -$5,377 减仓
RIVN RIVIAN AUTOMOTIVE INC $2,9150.00%168 00.0% — 不变
ACM AECOM $2,9320.00%42 00.0% — 不变
ARKG ARK ETF TR $2,9450.00%70 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $2,9470.00%6 -12-66.7% -$5,894 减仓
IXJ ISHARES TR $2,9520.00%30 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2,9550.00%24 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $2,9600.00%120 00.0% — 不变
— GROWGENERATION CORP $2,9600.00%2,000 2,000— $2,960 新建仓
FNDA SCHWAB STRATEGIC TR $2,9690.00%78 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- $2,9760.00%200 00.0% — 不变
— COHEN & STEERS TOTAL RETURN $2,9780.00%263 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC $2,9960.00%122 00.0% — 不变
NNE NANO NUCLEAR ENERGY INC $3,0020.00%142 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $3,0030.00%8 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $3,0060.00%27 00.0% — 不变
KGS KODIAK GAS SVCS INC $3,0060.00%40 40— $3,006 新建仓
PHM PULTE GROUP INC $3,0190.00%22 -41-65.1% -$5,626 减仓
DY DYCOM INDS INC $3,0340.00%6 00.0% — 不变
KR KROGER CO $3,1100.00%56 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $3,1510.00%93 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $3,1550.00%91 00.0% — 不变
DECK DECKERS OUTDOOR CORP $3,1780.00%32 -59-64.8% -$5,859 减仓
APTV APTIV PLC $3,1920.00%52 00.0% — 不变
CACI CACI INTL INC $3,2430.00%7 00.0% — 不变
— TECHPRECISION CORP $3,2750.00%625 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $3,3630.00%33 00.0% — 不变
PCG PG&E CORP $3,3640.00%200 00.0% — 不变
CNH CNH INDL N V $3,3690.00%300 00.0% — 不变
UGI UGI CORP NEW $3,3860.00%98 11.0% $35 加仓
MOH MOLINA HEALTHCARE INC $3,4310.00%15 -28-65.1% -$6,405 减仓
YUMC YUM CHINA HLDGS INC $3,4340.00%84 00.0% — 不变
WAB WABTEC $3,5050.00%13 00.0% — 不变
VVX V2X INC $3,5050.00%47 00.0% — 不变
GME GAMESTOP CORP $3,5330.00%160 00.0% — 不变
BNO UNITED STS BRENT OIL FD LP $3,5410.00%87 -15,962-99.5% -$64.97万 减仓
ASTS AST SPACEMOBILE INC $3,5550.00%40 -250-86.2% -$2.22万 减仓
DCI DONALDSON INC $3,5910.00%40 00.0% — 不变
DXYZ DESTINY TECH100 INC $3,6580.00%142 -44-23.7% -$1,133 减仓
AIG AMERICAN INTL GROUP INC $3,7270.00%50 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $3,7330.00%37 37— $3,733 新建仓