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
VCIT VANGUARD SCOTTSDALE FDS $11.44万0.01%1,382 -1,073-43.7% -$8.88万 减仓
ITT ITT INC $11.45万0.01%601 00.0% — 不变
DVY ISHARES TR $11.60万0.01%766 -169-18.1% -$2.56万 减仓
TEL TE CONNECTIVITY PLC $11.62万0.01%556 -5-0.9% -$1,045 减仓
RPG INVESCO EXCHANGE TRADED FD T $11.69万0.01%2,502 00.0% — 不变
BOTZ GLOBAL X FDS $11.78万0.01%3,545 30.1% $100 加仓
TXN TEXAS INSTRS INC $12.10万0.01%623 00.0% — 不变
XME SPDR SERIES TRUST $12.15万0.01%1,125 00.0% — 不变
AMX AMERICA MOVIL SAB DE CV $12.18万0.01%4,782 00.0% — 不变
SON SONOCO PRODS CO $12.22万0.01%2,260 00.0% — 不变
NGG NATIONAL GRID PLC $12.33万0.01%1,457 40.3% $338 加仓
FCX FREEPORT MCMORAN INC $12.51万0.01%2,128 50030.7% $2.94万 加仓
AMGN AMGEN INC $12.67万0.01%360 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $12.77万0.01%1,358 00.0% — 不变
CFG CITIZENS FINL GROUP INC $12.82万0.01%2,138 00.0% — 不变
C CITIGROUP INC $12.86万0.01%1,134 -10-0.9% -$1,134 减仓
QUAL ISHARES TR $12.87万0.01%671 00.0% — 不变
VOE VANGUARD INDEX FDS $12.89万0.01%699 10.1% $184 加仓
VBK VANGUARD INDEX FDS $12.90万0.01%427 00.0% — 不变
RIO RIO TINTO PLC $12.94万0.01%1,387 755.7% $6,999 加仓
FDVV FIDELITY COVINGTON TRUST $13.11万0.01%2,374 50.2% $276 加仓
INDA ISHARES TR $13.16万0.01%2,809 -10,423-78.8% -$48.82万 减仓
VNQ VANGUARD INDEX FDS $13.44万0.01%1,515 20.1% $177 加仓
TIP ISHARES TR $13.47万0.01%1,221 -397-24.5% -$4.38万 减仓
EFV ISHARES TR $13.67万0.01%1,838 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $13.75万0.01%2,601 00.0% — 不变
UNP UNION PAC CORP $13.78万0.01%568 00.0% — 不变
DGRW WISDOMTREE TR $13.79万0.01%1,570 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $13.82万0.01%2,556 1827.7% $9,837 加仓
VFH VANGUARD WORLD FD $13.99万0.01%1,158 00.0% — 不变
AZN ASTRAZENECA PLC $14.10万0.01%715 715— $14.10万 新建仓
HTGC HERCULES CAPITAL INC $14.19万0.01%9,607 4,34682.6% $6.42万 加仓
VONG VANGUARD SCOTTSDALE FDS $14.26万0.01%1,300 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $14.53万0.01%1,304 00.0% — 不变
BSCR INVESCO EXCH TRD SLF IDX FD $14.56万0.01%7,418 00.0% — 不变
OTTR OTTER TAIL CORP $14.57万0.01%1,660 00.0% — 不变
KMB KIMBERLY-CLARK CORP $14.72万0.01%1,526 00.0% — 不变
MGC VANGUARD WORLD FD $14.98万0.01%634 00.0% — 不变
VMC VULCAN MATLS CO $15.15万0.01%556 326.1% $8,719 加仓
BIL SPDR SERIES TRUST $15.28万0.01%1,667 -655-28.2% -$6.00万 减仓
NWE NORTHWESTERN ENERGY GROUP IN $15.59万0.01%2,364 00.0% — 不变
CVS CVS HEALTH CORP $15.59万0.01%2,171 00.0% — 不变
MMM 3M CO $15.90万0.01%1,095 -31-2.8% -$4,502 减仓
XLC SELECT SECTOR SPDR TR $15.95万0.01%1,439 20.1% $222 加仓
IBIT ISHARES BITCOIN TRUST ETF $16.24万0.01%4,227 00.0% — 不变
BA BOEING CO $16.52万0.01%830 00.0% — 不变
VRT VERTIV HOLDINGS CO $16.84万0.01%672 00.0% — 不变
— WARNER BROS DISCOVERY INC $16.93万0.01%6,167 721.2% $1,977 加仓
F FORD MTR CO $17.36万0.01%15,047 -2,161-12.6% -$2.49万 减仓
IYW ISHARES TR $17.40万0.01%959 404.4% $7,257 加仓
NUE NUCOR CORP $17.53万0.01%1,037 30.3% $507 加仓
XYL XYLEM INC $17.63万0.01%1,475 00.0% — 不变
PRU PRUDENTIAL FINL INC $17.90万0.01%1,832 40.2% $391 加仓
IFRA ISHARES TR $17.92万0.01%3,132 00.0% — 不变
PSX PHILLIPS 66 $18.09万0.01%993 -247-19.9% -$4.50万 减仓
CLH CLEAN HARBORS INC $18.41万0.01%642 00.0% — 不变
MSEX MIDDLESEX WTR CO $18.46万0.01%3,547 60.2% $312 加仓
— GLOBAL X FDS $18.57万0.01%4,983 00.0% — 不变
WFC WELLS FARGO & CO $18.59万0.01%2,335 -11-0.5% -$876 减仓
PH PARKER-HANNIFIN CORP $18.62万0.01%208 -1-0.5% -$895 减仓
IUSG ISHARES TR $18.78万0.01%1,211 00.0% — 不变
QQQI NEOS ETF TRUST $18.97万0.01%3,818 1113.0% $5,516 加仓
MAR MARRIOTT INTL INC NEW $19.04万0.01%582 00.0% — 不变
REMX VANECK ETF TRUST $19.04万0.01%2,164 58336.9% $5.13万 加仓
WPM WHEATON PRECIOUS METALS CORP $19.05万0.01%1,454 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $19.28万0.01%1,426 00.0% — 不变
ETR ENTERGY CORP NEW $19.42万0.01%1,728 00.0% — 不变
— INVESCO EXCH TRD SLF IDX FD $19.57万0.01%7,700 00.0% — 不变
OXY OCCIDENTAL PETE CORP $19.59万0.01%3,014 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $19.70万0.01%454 00.0% — 不变
— VANGUARD NY TAX FREE FDS $19.73万0.01%1,926 1,926— $19.73万 新建仓
LMT LOCKHEED MARTIN CORP $19.76万0.01%327 92.8% $5,440 加仓
IEFA ISHARES TR $19.93万0.01%2,201 00.0% — 不变
LRCX LAM RESEARCH CORP $20.38万0.01%954 -25-2.6% -$5,342 减仓
EFG ISHARES TR $21.91万0.01%1,967 00.0% — 不变
MRK MERCK & CO INC $22.05万0.01%1,833 00.0% — 不变
QCOM QUALCOMM INC $22.23万0.01%1,726 -301-14.8% -$3.88万 减仓
ROK ROCKWELL AUTOMATION INC $22.29万0.01%621 00.0% — 不变
GILD GILEAD SCIENCES INC $22.38万0.02%1,606 00.0% — 不变
MA MASTERCARD INCORPORATED $22.65万0.02%453 -3-0.7% -$1,500 减仓
CMCSA COMCAST CORP NEW $22.66万0.02%7,892 -310-3.8% -$8,900 减仓
HUBS HUBSPOT INC $22.97万0.02%941 -555-37.1% -$13.55万 减仓
JCI JOHNSON CONTROLS INTERNATION $23.24万0.02%1,775 00.0% — 不变
VICI VICI PPTYS INC $23.25万0.02%8,512 -265-3.0% -$7,240 减仓
HPQ HP INC $23.88万0.02%12,433 7,590156.7% $14.58万 加仓
OIH VANECK ETF TRUST $23.97万0.02%593 593— $23.97万 新建仓
OKE ONEOK INC NEW $24.27万0.02%2,685 -987-26.9% -$8.92万 减仓
— DIMENSIONAL ETF TRUST $24.37万0.02%6,272 70.1% $272 加仓
SHY ISHARES TR $24.85万0.02%3,010 00.0% — 不变
SHW SHERWIN WILLIAMS CO $24.97万0.02%779 -28-3.5% -$8,975 减仓
URA GLOBAL X FDS $25.22万0.02%5,207 -1,399-21.2% -$6.78万 减仓
NKE NIKE INC $25.41万0.02%4,810 -780-14.0% -$4.12万 减仓
PNW PINNACLE WEST CAP CORP $25.45万0.02%2,526 00.0% — 不变
MFC MANULIFE FINL CORP $25.47万0.02%7,395 00.0% — 不变
VDE VANGUARD WORLD FD $25.74万0.02%1,487 10.1% $173 加仓
LHX L3HARRIS TECHNOLOGIES INC $26.20万0.02%759 00.0% — 不变
EFA ISHARES TR $26.38万0.02%2,716 00.0% — 不变
SLV ISHARES SILVER TR $26.42万0.02%3,877 -8,203-67.9% -$55.90万 减仓
UFOX ETF SER SOLUTIONS $26.50万0.02%3,888 20.1% $136 加仓
DELL DELL TECHNOLOGIES INC $26.81万0.02%1,633 30.2% $493 加仓