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
REGN REGENERON PHARMACEUTICALS $3,7420.00%6 00.0% — 不变
KAI KADANT INC $3,7710.00%12 00.0% — 不变
ESLT ELBIT SYS LTD $3,7940.00%5 00.0% — 不变
SYF SYNCHRONY FINANCIAL $3,8030.00%50 -93-65.0% -$7,074 减仓
FISV FISERV INC $3,8750.00%79 -115-59.3% -$5,641 减仓
HCA HCA HEALTHCARE INC $3,8990.00%10 00.0% — 不变
CIFR CIPHER DIGITAL INC $3,9200.00%160 -340-68.0% -$8,330 重新持有
EXE EXPAND ENERGY CORPORATION $3,9220.00%43 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $3,9390.00%9 -15-62.5% -$6,565 减仓
VLTO VERALTO CORP $3,9910.00%45 00.0% — 不变
WAT WATERS CORP $4,1260.00%11 -1-8.3% -$375 减仓
SEI SOLARIS ENERGY INFRAS INC $4,1840.00%52 00.0% — 不变
NEM NEWMONT CORP $4,2970.00%46 -113-71.1% -$1.06万 减仓
— ISHARES TR $4,3820.00%115 00.0% — 不变
CTAS CINTAS CORP $4,4700.00%26 -315-92.4% -$5.42万 减仓
MTCH MATCH GROUP INC NEW $4,4900.00%118 00.0% — 不变
URI UNITED RENTALS INC $4,5320.00%4 -7-63.6% -$7,931 减仓
BE BLOOM ENERGY CORP $4,5410.00%15 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $4,5520.00%100 00.0% — 不变
CE CELANESE CORP DEL $4,6000.00%100 00.0% — 不变
LIT GLOBAL X FDS $4,6970.00%60 00.0% — 不变
SB SAFE BULKERS INC $4,7330.00%750 00.0% — 不变
OUST OUSTER INC $4,7520.00%76 00.0% — 不变
MRCY MERCURY SYS INC $4,7710.00%39 00.0% — 不变
QUBT QUANTUM COMPUTING INC $4,8500.00%500 00.0% — 不变
— AMPLIFY ETF TR $4,9440.00%192 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $4,9650.00%32 -44-57.9% -$6,827 减仓
HLN HALEON PLC $5,0030.00%962 00.0% — 不变
EVRG EVERGY INC $5,1000.00%59 -8-11.9% -$692 减仓
PPTA PERPETUA RESOURCES CORP $5,1900.00%250 00.0% — 不变
NTRS NORTHERN TR CORP $5,2160.00%30 -56-65.1% -$9,737 减仓
VTR VENTAS INC $5,2400.00%59 00.0% — 不变
EBAY EBAY INC. $5,2530.00%47 -87-64.9% -$9,724 减仓
BDX BECTON DICKINSON & CO $5,2970.00%35 00.0% — 不变
— OCCIDENTAL PETE CORP $5,3000.00%199 00.0% — 不变
AFRM AFFIRM HLDGS INC $5,3010.00%65 00.0% — 不变
GWW WW GRAINGER INC $5,4420.00%4 00.0% — 不变
VOD VODAFONE GROUP PLC $5,4890.00%415 -207-33.3% -$2,738 减仓
ISRG INTUITIVE SURGICAL INC $5,5680.00%14 -5-26.3% -$1,989 减仓
DKNG DRAFTKINGS INC NEW $5,5830.00%221 -88-28.5% -$2,223 减仓
— DIANA SHIPPING INC $5,5930.00%2,663 120.5% $25 加仓
PAVE GLOBAL X FDS $5,5980.00%95 00.0% — 不变
SLS SELLAS LIFE SCIENCES GROUP I $5,6090.00%380 380— $5,609 新建仓
ATOM ATOMERA INC $5,7930.00%665 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $5,8480.00%43 -80-65.0% -$1.09万 减仓
LYV LIVE NATION ENTERTAINMENT IN $5,8600.00%32 00.0% — 不变
IYE ISHARES TR $5,8640.00%104 -15-12.6% -$846 减仓
CAVA CAVA GROUP INC $5,8860.00%75 75— $5,886 新建仓
COHR COHERENT CORP $5,9180.00%15 00.0% — 不变
ACGL ARCH CAP GROUP LTD $5,9210.00%61 -71-53.8% -$6,892 减仓
XYZ BLOCK INC $6,0040.00%79 -100-55.9% -$7,600 减仓
MMT ABERDEEN MULTI-MARKET INCOME $6,0110.00%1,366 66695.1% $2,931 加仓
— SKYWATER TECHNOLOGY INC $6,0940.00%175 00.0% — 不变
NATL NCR ATLEOS CORPORATION $6,1650.00%142 00.0% — 不变
SBLK STAR BULK CARRIERS CORP. $6,2430.00%250 00.0% — 不变
IDU ISHARES TR $6,3040.00%55 00.0% — 不变
CMRE COSTAMARE INC $6,3090.00%450 00.0% — 不变
OPY OPPENHEIMER HLDGS INC $6,3330.00%60 00.0% — 不变
LEN/B LENNAR CORP $6,3880.00%72 00.0% — 不变
ADSK AUTODESK INC $6,4160.00%33 -15-31.2% -$2,916 减仓
MYRG MYR GROUP INC $6,5060.00%13 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $6,5710.00%65 00.0% — 不变
NVT NVENT ELEC PLC $6,5810.00%39 1995.0% $3,206 加仓
VRSK VERISK ANALYTICS INC $6,6430.00%37 00.0% — 不变
IR INGERSOLL RAND INC $6,7240.00%82 00.0% — 不变
UNFI UNITED NAT FOODS INC $6,8510.00%150 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $6,9070.00%75 -90-54.5% -$8,288 减仓
REZI RESIDEO TECHNOLOGIES INC $6,9980.00%225 00.0% — 不变
AR ANTERO RESOURCES CORP $7,0280.00%200 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $7,1070.00%60 00.0% — 不变
WCN WASTE CONNECTIONS INC $7,3350.00%44 00.0% — 不变
DTM DT MIDSTREAM INC $7,3370.00%50 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $7,3470.00%32 00.0% — 不变
CAG CONAGRA BRANDS INC $7,6050.00%565 00.0% — 不变
LULU LULULEMON ATHLETICA INC $7,6510.00%67 -33-33.0% -$3,768 减仓
NFG NATIONAL FUEL GAS CO $7,7210.00%100 00.0% — 不变
STXF EA SERIES TRUST $7,7310.00%160 00.0% — 不变
BAX BAXTER INTL INC $7,7610.00%364 00.0% — 不变
SLB SLB LIMITED $7,9040.00%170 -239-58.4% -$1.11万 减仓
OTIS OTIS WORLDWIDE CORP $7,9480.00%111 -27-19.6% -$1,933 减仓
ACMR ACM RESH INC $7,9950.00%63 00.0% — 不变
DBC INVESCO DB COMMDY INDX TRCK $7,9980.00%300 00.0% — 不变
FSLR FIRST SOLAR INC $8,0230.00%34 -19-35.8% -$4,483 减仓
AROC ARCHROCK INC $8,1420.00%200 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $8,1540.00%54 54— $8,154 新建仓
SPOT SPOTIFY TECHNOLOGY S A $8,2650.00%18 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $8,3400.00%123 00.0% — 不变
FPF FIRST TR INTER DURATN PFD & $8,3770.00%461 00.0% — 不变
MELI MERCADOLIBRE INC $8,4870.00%5 00.0% — 不变
IYK ISHARES TR $8,5740.00%118 -7-5.6% -$509 减仓
NFRA FLEXSHARES TR $8,5930.00%134 134— $8,593 新建仓
DOCU DOCUSIGN INC $8,8840.00%200 200— $8,884 新建仓
BLOK AMPLIFY ETF TR $8,9570.00%143 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $8,9940.00%200 00.0% — 不变
REG REGENCY CTRS CORP $9,0110.00%113 00.0% — 不变
MUX MCEWEN INC. $9,0650.00%500 00.0% — 不变
— NOVA MINERALS CORP $9,0860.00%1,925 1,925— $9,086 新建仓
CODI COMPASS DIVERSIFIED $9,2210.00%865 00.0% — 不变
GUNR FLEXSHARES TR $9,2650.00%188 188— $9,265 新建仓
NOV NOV INC $9,2750.00%500 00.0% — 不变