13F 机构持仓

ARMSTRONG ADVISORY GROUP, INC

NEEDHAM MA · SEC CIK 0001932952

2026Q22026Q1 更早 9 个季度 🔒
$14.91亿2026Q1 申报市值
956持仓数
61.8%前十大占比 · 第一大 18.6%
49 / 44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

IVV 18.6%
IEI 8.6%
VBIL 6.2%
SCHP 6.1%
VGT 6.0%
SCHK 5.2%
BND 4.2%
VGSH 2.6%
VOX 2.2%
VHT 2.1%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$1.21亿
SCHP 加仓+$7,371.42万
VBIL 加仓+$4,241.89万
SPHQ 加仓+$2,156.12万
RSP 加仓+$2,121.27万

2026Q1 卖出最多 按季末市值估算

IEF 减仓-$6,562.37万
SPYM 减仓-$4,055.96万
EMXC 减仓-$3,498.98万
EWJ 减仓-$3,132.02万
BND 减仓-$3,066.56万

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
XJH ISHARES TR $5.10万0.00%1,123 -55-4.7% -$2,495 减仓
ARM ARM HOLDINGS PLC $5.13万0.00%339 00.0% — 不变
NI NISOURCE INC $5.14万0.00%1,102 00.0% — 不变
AFL AFLAC INC $5.16万0.00%470 20.4% $219 加仓
VDC VANGUARD WORLD FD $5.21万0.00%232 00.0% — 不变
TMUS T-MOBILE US INC $5.25万0.00%250 00.0% — 不变
MRP MILLROSE PPTYS INC $5.25万0.00%1,876 1,8394,970.3% $5.15万 加仓
JBL JABIL INC $5.31万0.00%200 00.0% — 不变
BKR BAKER HUGHES COMPANY $5.53万0.00%906 592188.5% $3.61万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $5.55万0.00%728 -246-25.3% -$1.87万 减仓
PFGC PERFORMANCE FOOD GROUP CO $5.58万0.00%651 00.0% — 不变
KBE SPDR SERIES TRUST $5.59万0.00%938 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $5.66万0.00%795 -58-6.8% -$4,129 减仓
DLN WISDOMTREE TR $5.68万0.00%636 00.0% — 不变
CTAS CINTAS CORP $5.77万0.00%341 -26-7.1% -$4,400 减仓
CI THE CIGNA GROUP $5.79万0.00%217 52.4% $1,334 加仓
CRM SALESFORCE INC $5.88万0.00%315 00.0% — 不变
ZTS ZOETIS INC $5.91万0.00%500 00.0% — 不变
ANET ARISTA NETWORKS INC $5.94万0.00%484 -30-5.8% -$3,683 减仓
KGC KINROSS GOLD CORP $5.95万0.00%1,950 00.0% — 不变
HYD VANECK ETF TRUST $5.96万0.00%1,188 00.0% — 不变
GAM GENERAL AMERN INVS CO INC $6.00万0.00%1,026 00.0% — 不变
SGOL ETFS GOLD TR $6.02万0.00%1,350 00.0% — 不变
IWS ISHARES TR $6.18万0.00%424 -76-15.2% -$1.11万 减仓
CHRW C H ROBINSON WORLDWIDE IN $6.22万0.00%374 6922.6% $1.15万 加仓
TSCO TRACTOR SUPPLY CO $6.23万0.00%1,375 00.0% — 不变
EXC EXELON CORP $6.25万0.00%1,275 00.0% — 不变
MAIN MAIN STR CAP CORP $6.37万0.00%1,203 -934-43.7% -$4.95万 减仓
SCCO SOUTHERN COPPER CORP $6.40万0.00%372 -215-36.6% -$3.70万 减仓
WPC WP CAREY INC $6.46万0.00%951 00.0% — 不变
— VIVANI MEDICAL INC $6.50万0.00%65,000 65,000— $6.50万 新建仓
IJS ISHARES TR $6.51万0.00%550 00.0% — 不变
VBR VANGUARD INDEX FDS $6.65万0.00%306 00.0% — 不变
ET ENERGY TRANSFER L P $6.68万0.00%3,463 -508-12.8% -$9,804 减仓
IJJ ISHARES TR $6.70万0.00%506 00.0% — 不变
DRI DARDEN RESTAURANTS INC $6.70万0.00%342 61.8% $1,176 加仓
BR BROADRIDGE FINL SOLUTIONS IN $6.73万0.00%414 00.0% — 不变
SHEL SHELL PLC $6.78万0.00%730 -34-4.5% -$3,160 减仓
SYM SYMBOTIC INC $6.86万0.00%1,290 00.0% — 不变
UBER UBER TECHNOLOGIES INC $6.91万0.00%960 272.9% $1,942 加仓
IDXX IDEXX LABS INC $6.91万0.00%123 00.0% — 不变
FV FIRST TR EXCHANGE TRADED FD $7.02万0.00%1,161 -1,031-47.0% -$6.23万 减仓
QYLD GLOBAL X FDS $7.08万0.00%4,127 220.5% $377 加仓
AZO AUTOZONE INC $7.09万0.00%21 00.0% — 不变
SYK STRYKER CORPORATION $7.13万0.00%217 00.0% — 不变
AXSM AXSOME THERAPEUTICS INC. $7.15万0.00%423 00.0% — 不变
ITA ISHARES TR $7.20万0.00%329 4917.5% $1.07万 加仓
VSGX VANGUARD WORLD FD $7.36万0.00%1,026 -17-1.6% -$1,219 减仓
STLD STEEL DYNAMICS INC $7.45万0.00%414 00.0% — 不变
SPGP INVESCO EXCHANGE TRADED FD T $7.49万0.01%696 -494-41.5% -$5.32万 减仓
FNDX SCHWAB STRATEGIC TR $7.72万0.01%2,773 00.0% — 不变
SBUX STARBUCKS CORP $7.75万0.01%865 00.0% — 不变
PSCT INVESCO EXCH TRADED FD TR II $7.84万0.01%1,305 00.0% — 不变
EMR EMERSON ELEC CO $7.96万0.01%608 5610.1% $7,333 加仓
FBCG FIDELITY COVINGTON TRUST $8.06万0.01%1,609 00.0% — 不变
VO VANGUARD INDEX FDS $8.07万0.01%281 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $8.09万0.01%1,010 1,010— $8.09万 新建仓
IDMO INVESCO EXCH TRADED FD TR II $8.12万0.01%1,480 00.0% — 不变
BBAX J P MORGAN EXCHANGE TRADED F $8.12万0.01%1,366 00.0% — 不变
SUB ISHARES TR $8.13万0.01%763 00.0% — 不变
HRB BLOCK H & R INC $8.14万0.01%2,566 -1,544-37.6% -$4.90万 减仓
— PIMCO STRATEGIC INCOME FD $8.16万0.01%15,231 00.0% — 不变
BBEU J P MORGAN EXCHANGE TRADED F $8.25万0.01%1,140 00.0% — 不变
DOW DOW HLDGS INC $8.27万0.01%1,986 00.0% — 不变
FE FIRSTENERGY CORP $8.30万0.01%1,639 30.2% $152 加仓
AMAT APPLIED MATLS INC $8.31万0.01%243 62.5% $2,051 加仓
CEG CONSTELLATION ENERGY CORP $8.41万0.01%301 00.0% — 不变
ARCC ARES CAPITAL CORP $8.42万0.01%4,673 1,00027.2% $1.80万 加仓
NOBL PROSHARES TR $8.43万0.01%795 00.0% — 不变
BBJP J P MORGAN EXCHANGE TRADED F $8.52万0.01%1,236 00.0% — 不变
GLW CORNING INC $8.58万0.01%631 -10-1.6% -$1,360 减仓
HWM HOWMET AEROSPACE INC $8.78万0.01%381 3811.1% $8,758 加仓
QTUM ETF SER SOLUTIONS $8.84万0.01%824 00.0% — 不变
SPYG SPDR SERIES TRUST $8.99万0.01%919 10.1% $98 加仓
SOXX ISHARES TR $9.05万0.01%275 -170-38.2% -$5.59万 减仓
DAL DELTA AIR LINES INC $9.13万0.01%1,373 -42-3.0% -$2,792 减仓
XLV SELECT SECTOR SPDR TR $9.18万0.01%626 8816.4% $1.29万 加仓
CTVA CORTEVA INC $9.19万0.01%1,098 00.0% — 不变
LIN LINDE PLC $9.37万0.01%189 00.0% — 不变
ETN EATON CORP PLC $9.41万0.01%263 00.0% — 不变
ATO ATMOS ENERGY CORP $9.73万0.01%527 00.0% — 不变
IAU ISHARES GOLD TR $9.74万0.01%1,105 00.0% — 不变
FTAI FTAI AVIATION LTD $9.80万0.01%400 -95-19.2% -$2.33万 减仓
ITOT ISHARES TR $10.07万0.01%707 10.1% $142 加仓
FTNT FORTINET INC $10.08万0.01%1,234 332.7% $2,697 加仓
KRE SPDR SERIES TRUST $10.17万0.01%1,561 00.0% — 不变
BP BP PLC $10.26万0.01%2,183 -1,238-36.2% -$5.82万 减仓
PGR PROGRESSIVE CORP $10.43万0.01%526 61.2% $1,189 加仓
RCL ROYAL CARIBBEAN GROUP $10.62万0.01%386 71.8% $1,925 加仓
DIA STATE STR SPDR DOW JONES IND $10.65万0.01%230 00.0% — 不变
AMP AMERIPRISE FINL INC $10.67万0.01%240 20.8% $889 加仓
HE HAWAIIAN ELEC INDS INC MTN B $10.72万0.01%7,224 00.0% — 不变
VIS VANGUARD WORLD FD $10.74万0.01%344 00.0% — 不变
FDX FEDEX CORP $10.76万0.01%302 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $10.93万0.01%280 00.0% — 不变
STRL STERLING INFRASTRUCTURE INC $11.00万0.01%270 00.0% — 不变
IGM ISHARES TR $11.02万0.01%930 00.0% — 不变
COR CENCORA INC $11.25万0.01%358 00.0% — 不变
— FRANKLIN TEMPLETON ETF TR $11.30万0.01%4,730 -2,792-37.1% -$6.67万 减仓
PAA PLAINS ALL AMERN PIPELINE L $11.33万0.01%5,076 4,576915.2% $10.22万 加仓