ARMSTRONG ADVISORY GROUP, INC
NEEDHAM MA · SEC CIK 0001932952
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IDV | ISHARES TR | $83.91万 | 0.06% | 19,716 | 352 | 1.8% | $1.50万 | 加仓 |
| BNO | UNITED STS BRENT OIL FD LP | $83.47万 | 0.06% | 16,049 | 16,049 | — | $83.47万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $83.01万 | 0.06% | 35,597 | -5,065 | -12.5% | -$11.81万 | 减仓 |
| ADI | ANALOG DEVICES INC | $82.53万 | 0.06% | 2,594 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $81.98万 | 0.05% | 6,261 | -104 | -1.6% | -$1.36万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $77.37万 | 0.05% | 24,990 | -726 | -2.8% | -$2.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $74.74万 | 0.05% | 3,083 | -45 | -1.4% | -$1.09万 | 减仓 |
| VLO | VALERO ENERGY CORP | $74.54万 | 0.05% | 3,017 | -210 | -6.5% | -$5.19万 | 减仓 |
| HACK | AMPLIFY ETF TR | $73.78万 | 0.05% | 9,826 | -7,182 | -42.2% | -$53.93万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $72.42万 | 0.05% | 4,433 | 42 | 1.0% | $6,861 | 加仓 |
| EWJ | ISHARES INC | $71.64万 | 0.05% | 8,485 | -370,935 | -97.8% | -$3,132.02万 | 减仓 |
| EMXC | ISHARES INC | $70.43万 | 0.05% | 8,954 | -444,841 | -98.0% | -$3,498.98万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $69.98万 | 0.05% | 4,223 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $68.09万 | 0.05% | 1,190 | -93 | -7.2% | -$5.32万 | 减仓 |
| V | VISA INC | $67.97万 | 0.05% | 2,249 | 11 | 0.5% | $3,325 | 加仓 |
| IJR | ISHARES TR | $67.81万 | 0.05% | 5,455 | -160 | -2.8% | -$1.99万 | 减仓 |
| PEP | PEPSICO INC | $66.91万 | 0.04% | 4,309 | -328 | -7.1% | -$5.09万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $63.92万 | 0.04% | 7,896 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $63.14万 | 0.04% | 5,720 | -80 | -1.4% | -$8,831 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.54万 | 0.04% | 2,311 | 9 | 0.4% | $2,436 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $62.34万 | 0.04% | 17,591 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $62.26万 | 0.04% | 1,624 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $62.17万 | 0.04% | 4,678 | -2 | -0.0% | -$266 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $61.92万 | 0.04% | 11,153 | 96 | 0.9% | $5,330 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $61.81万 | 0.04% | 13,399 | -545 | -3.9% | -$2.51万 | 减仓 |
| ES | EVERSOURCE ENERGY | $61.33万 | 0.04% | 8,853 | 17 | 0.2% | $1,178 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $61.18万 | 0.04% | 3,354 | -114 | -3.3% | -$2.08万 | 减仓 |
| MUB | ISHARES TR | $60.29万 | 0.04% | 5,680 | -1,538 | -21.3% | -$16.32万 | 减仓 |
| MO | ALTRIA GROUP INC | $56.99万 | 0.04% | 8,636 | -474 | -5.2% | -$3.13万 | 减仓 |
| NFLX | NETFLIX INC. | $56.59万 | 0.04% | 5,886 | -1,113 | -15.9% | -$10.70万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $56.00万 | 0.04% | 16,702 | -339 | -2.0% | -$1.14万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $55.83万 | 0.04% | 4,859 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $55.19万 | 0.04% | 7,113 | 99 | 1.4% | $7,682 | 加仓 |
| D | DOMINION ENERGY INC | $53.57万 | 0.04% | 8,666 | 2 | 0.0% | $124 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $53.48万 | 0.04% | 8,522 | -381 | -4.3% | -$2.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $53.22万 | 0.04% | 2,616 | -98 | -3.6% | -$1.99万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $51.94万 | 0.03% | 1,538 | 198 | 14.8% | $6.69万 | 加仓 |
| SO | SOUTHERN CO | $51.60万 | 0.03% | 5,346 | -263 | -4.7% | -$2.54万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $50.27万 | 0.03% | 16,385 | 15 | 0.1% | $460 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.50万 | 0.03% | 1,007 | -34 | -3.3% | -$1.67万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.37万 | 0.03% | 3,375 | 40 | 1.2% | $5,851 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $49.29万 | 0.03% | 5,980 | -276,875 | -97.9% | -$2,282.20万 | 减仓 |
| FIX | COMFORT SYS USA INC | $48.68万 | 0.03% | 353 | 70 | 24.7% | $9.65万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $47.94万 | 0.03% | 12,670 | 754 | 6.3% | $2.85万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $47.22万 | 0.03% | 558 | 51 | 10.1% | $4.32万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $46.98万 | 0.03% | 11,704 | -1,670 | -12.5% | -$6.70万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $46.82万 | 0.03% | 6,842 | -155,135 | -95.8% | -$1,061.58万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $46.55万 | 0.03% | 4,146 | 35 | 0.9% | $3,929 | 加仓 |
| CHAT | TIDAL TRUST II | $45.33万 | 0.03% | 7,329 | 3,263 | 80.3% | $20.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $45.10万 | 0.03% | 4,392 | 3 | 0.1% | $308 | 加仓 |
| LOW | LOWES COS INC | $44.42万 | 0.03% | 1,880 | -1 | -0.1% | -$236 | 减仓 |
| INTC | INTEL CORP | $44.11万 | 0.03% | 9,996 | 288 | 3.0% | $1.27万 | 加仓 |
| ENB | ENBRIDGE INC | $43.98万 | 0.03% | 8,123 | 300 | 3.8% | $1.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $43.56万 | 0.03% | 4,690 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $43.45万 | 0.03% | 1,019 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $43.24万 | 0.03% | 2,204 | -33 | -1.5% | -$6,475 | 减仓 |
| IWO | ISHARES TR | $42.93万 | 0.03% | 1,368 | 1,303 | 2,004.6% | $40.89万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $42.89万 | 0.03% | 17,088 | 26 | 0.2% | $653 | 加仓 |
| IVW | ISHARES TR | $41.91万 | 0.03% | 3,705 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $41.75万 | 0.03% | 10,170 | -199 | -1.9% | -$8,169 | 减仓 |
| IWD | ISHARES TR | $41.48万 | 0.03% | 1,941 | -168 | -8.0% | -$3.59万 | 减仓 |
| IJK | ISHARES TR | $41.43万 | 0.03% | 4,117 | -2,800 | -40.5% | -$28.17万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $41.02万 | 0.03% | 1,356 | -1 | -0.1% | -$302 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $40.68万 | 0.03% | 10,500 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $39.98万 | 0.03% | 7,594 | 38 | 0.5% | $2,000 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $39.79万 | 0.03% | 2,407 | -46 | -1.9% | -$7,605 | 减仓 |
| IRM | IRON MTN INC DEL | $39.77万 | 0.03% | 3,894 | -441 | -10.2% | -$4.50万 | 减仓 |
| DGRO | ISHARES TR | $39.01万 | 0.03% | 5,558 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $38.08万 | 0.03% | 3,311 | -299 | -8.3% | -$3.44万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $37.91万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $37.49万 | 0.03% | 2,763 | -6,753 | -71.0% | -$91.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $37.28万 | 0.03% | 1,423 | -35 | -2.4% | -$9,168 | 减仓 |
| O | REALTY INCOME CORP | $36.99万 | 0.02% | 6,046 | 194 | 3.3% | $1.19万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $36.48万 | 0.02% | 15,320 | 7,590 | 98.2% | $18.07万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $36.14万 | 0.02% | 11,290 | 92 | 0.8% | $2,945 | 加仓 |
| TER | TERADYNE INC | $36.14万 | 0.02% | 1,219 | -103 | -7.8% | -$3.05万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $36.07万 | 0.02% | 1,051 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $36.02万 | 0.02% | 969 | 175 | 22.0% | $6.51万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $35.53万 | 0.02% | 1,238 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $34.91万 | 0.02% | 20,547 | -1,527 | -6.9% | -$2.59万 | 减仓 |
| MCK | MCKESSON CORP | $34.70万 | 0.02% | 401 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $34.43万 | 0.02% | 358 | -200 | -35.8% | -$19.23万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $33.40万 | 0.02% | 2,042 | 2,042 | — | $33.40万 | 新建仓 |
| IWM | ISHARES TR | $32.72万 | 0.02% | 1,319 | 215 | 19.5% | $5.33万 | 加仓 |
| NYF | ISHARES TR | $32.41万 | 0.02% | 6,100 | 729 | 13.6% | $3.87万 | 加仓 |
| LEN | LENNAR CORP | $31.32万 | 0.02% | 3,607 | 3,558 | 7,261.2% | $30.90万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $31.21万 | 0.02% | 7,751 | -173 | -2.2% | -$6,967 | 减仓 |
| CMI | CUMMINS INC | $31.15万 | 0.02% | 579 | 18 | 3.2% | $9,683 | 加仓 |
| PWR | QUANTA SVCS INC | $30.96万 | 0.02% | 564 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $29.79万 | 0.02% | 3,091 | -737 | -19.3% | -$7.10万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $29.73万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.62万 | 0.02% | 2,244 | -50 | -2.2% | -$6,600 | 减仓 |
| MTB | M & T BK CORP | $29.31万 | 0.02% | 1,418 | 35 | 2.5% | $7,235 | 加仓 |
| GDX | VANECK ETF TRUST | $29.12万 | 0.02% | 3,173 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $29.09万 | 0.02% | 10,360 | -124 | -1.2% | -$3,482 | 减仓 |
| AGNC | AGNC INVT CORP | $28.54万 | 0.02% | 28,455 | -558 | -1.9% | -$5,597 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $28.08万 | 0.02% | 13,279 | -263 | -1.9% | -$5,562 | 减仓 |
| — | ISHARES TR | $28.00万 | 0.02% | 9,491 | -1,668 | -14.9% | -$4.92万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.96万 | 0.02% | 4,610 | 8 | 0.2% | $485 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $27.70万 | 0.02% | 8,588 | 8,588 | — | $27.70万 | 新建仓 |