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
SCHM SCHWAB STRATEGIC TR $92.14万0.06%24,990 00.0% — 不变
MCD MCDONALDS CORP $90.51万0.06%3,349 -13-0.4% -$3,514 减仓
HACK AMPLIFY ETF TR $89.48万0.05%8,528 -1,298-13.2% -$13.62万 减仓
IDV ISHARES TR $88.88万0.05%21,452 1,7368.8% $7.19万 加仓
CB CHUBB LIMITED $88.47万0.05%2,597 -12-0.5% -$4,088 减仓
IBM INTERNATIONAL BUSINESS MACHS $86.76万0.05%3,085 20.1% $562 加仓
— AVALONBAY CMNTYS INC $84.53万0.05%4,480 471.1% $8,868 加仓
DTCR GLOBAL X FDS $84.44万0.05%27,803 -39,518-58.7% -$120.02万 减仓
VGSH VANGUARD SCOTTSDALE FDS $84.36万0.05%14,494 -646,677-97.8% -$3,763.78万 减仓
CSCO CISCO SYS INC $83.59万0.05%7,117 40.1% $470 加仓
UNH UNITEDHEALTH GROUP INC $80.97万0.05%1,948 -363-15.7% -$15.09万 减仓
IJR ISHARES TR $80.91万0.05%5,456 10.0% $148 加仓
SPHY SPDR SERIES TRUST $80.22万0.05%34,224 -1,373-3.9% -$3.22万 减仓
DUK DUKE ENERGY CORP NEW $79.43万0.05%6,275 140.2% $1,772 加仓
VLO VALERO ENERGY CORP $77.56万0.05%2,978 -39-1.3% -$1.02万 减仓
V VISA INC $76.72万0.05%2,236 -13-0.6% -$4,460 减仓
CVX CHEVRON CORPORATION $76.39万0.05%4,609 -64-1.4% -$1.06万 减仓
PPA INVESCO EXCHANGE TRADED FD T $74.61万0.05%4,223 00.0% — 不变
FIX COMFORT SYS USA INC $72.14万0.04%364 113.1% $2.18万 加仓
DELL DELL TECHNOLOGIES INC $70.56万0.04%1,635 20.1% $863 加仓
BAR GRANITESHARES GOLD TR $70.33万0.04%17,792 4,39332.8% $17.37万 加仓
TAN INVESCO EXCH TRADED FD TR II $69.54万0.04%11,756 11,756— $69.54万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $69.11万0.04%15,320 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $68.28万0.04%11,110 -43-0.4% -$2,643 减仓
COF CAPITAL ONE FINL CORP $67.32万0.04%3,356 20.1% $401 加仓
MUB ISHARES TR $66.68万0.04%6,196 5169.1% $5.55万 加仓
ES EVERSOURCE ENERGY $64.10万0.04%8,870 170.2% $1,229 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $64.08万0.04%7,896 00.0% — 不变
META META PLATFORMS INC $64.06万0.04%1,137 -53-4.5% -$2.99万 减仓
RWL INVESCO EXCH TRADED FD TR II $62.08万0.04%4,859 00.0% — 不变
T AT&T INC $61.87万0.04%29,888 -2,918-8.9% -$6.04万 减仓
CHAT TIDAL TRUST II $61.48万0.04%6,231 -1,098-15.0% -$10.83万 减仓
SHV ISHARES TR $60.66万0.04%5,497 -223-3.9% -$2.46万 减仓
D DOMINION ENERGY INC $59.18万0.04%8,666 00.0% — 不变
MO ALTRIA GROUP INC $58.78万0.04%8,169 -467-5.4% -$3.36万 减仓
— PROSHARES TR $57.91万0.04%5,349 -214,656-97.6% -$2,323.84万 减仓
PEP PEPSICO INC $57.24万0.03%4,227 -82-1.9% -$1.11万 减仓
GS GOLDMAN SACHS GROUP INC $56.93万0.03%563 50.9% $5,056 加仓
IWO ISHARES TR $56.65万0.03%1,438 705.1% $2.76万 加仓
SCHD SCHWAB STRATEGIC TR $54.26万0.03%17,111 7264.4% $2.30万 加仓
KMI KINDER MORGAN INC DEL $53.58万0.03%16,759 570.3% $1,822 加仓
PHYS SPROTT ASSET MANAGEMENT LP $53.07万0.03%17,591 00.0% — 不变
SO SOUTHERN CO $51.22万0.03%5,351 50.1% $479 加仓
IVW ISHARES TR $50.95万0.03%3,705 00.0% — 不变
ESGV VANGUARD WORLD FD $50.46万0.03%3,816 -330-8.0% -$4.36万 减仓
TMO THERMO FISHER SCIENTIFIC INC $50.39万0.03%1,005 -2-0.2% -$1,003 减仓
SCHB SCHWAB STRATEGIC TR $49.61万0.03%17,129 410.2% $1,187 加仓
IRM IRON MTN INC DEL $49.19万0.03%3,894 00.0% — 不变
IJK ISHARES TR $48.37万0.03%4,117 00.0% — 不变
PANW PALO ALTO NETWORKS INC $48.36万0.03%1,418 -274-16.2% -$9.34万 减仓
CSX CSX CORP $48.34万0.03%10,171 10.0% $48 加仓
VTV VANGUARD INDEX FDS $48.05万0.03%2,205 10.0% $218 加仓
IWM ISHARES TR $48.03万0.03%1,599 28021.2% $8.41万 加仓
EPD ENTERPRISE PRODS PARTNERS L $46.86万0.03%12,749 790.6% $2,904 加仓
PLTR PALANTIR TECHNOLOGIES INC $46.49万0.03%3,985 61018.1% $7.12万 加仓
GDX VANECK ETF TRUST $45.16万0.03%5,985 2,81288.6% $21.22万 加仓
AXP AMERICAN EXPRESS CO $44.28万0.03%1,309 -47-3.5% -$1.59万 减仓
HON HONEYWELL INTL INC $44.26万0.03%1,977 -1,987-50.1% -$44.48万 减仓
ENB ENBRIDGE INC $44.03万0.03%8,123 00.0% — 不变
SRLN SSGA ACTIVE ETF TR $43.73万0.03%10,853 -851-7.3% -$3.43万 减仓
HONA HONEYWELL AEROSPACE INC $43.55万0.03%1,970 1,970— $43.55万 新建仓
PM PHILIP MORRIS INTL INC $43.54万0.03%2,407 00.0% — 不变
NFLX NETFLIX INC. $43.33万0.03%6,068 1823.1% $1.30万 加仓
VB VANGUARD INDEX FDS $43.20万0.03%1,425 20.1% $606 加仓
AXON AXON ENTERPRISE INC $43.00万0.03%767 679.6% $3.76万 加仓
IWD ISHARES TR $42.57万0.03%1,756 -185-9.5% -$4.48万 减仓
NBIS NEBIUS GROUP N.V. $42.25万0.03%1,530 1,170325.0% $32.31万 加仓
DGRO ISHARES TR $42.12万0.03%5,558 00.0% — 不变
EMXC ISHARES INC $41.47万0.03%4,053 -4,901-54.7% -$50.14万 减仓
LRCX LAM RESEARCH CORP $41.34万0.03%954 00.0% — 不变
EWJ ISHARES INC $41.20万0.03%4,417 -4,068-47.9% -$37.94万 减仓
PWR QUANTA SVCS INC $40.61万0.02%564 00.0% — 不变
O REALTY INCOME CORP $40.57万0.02%6,548 5028.3% $3.11万 加仓
NEE NEXTERA ENERGY INC $40.57万0.02%4,622 -68-1.4% -$5,968 减仓
HMOP HARTFORD FDS EXCHANGE TRADED $40.52万0.02%10,350 -150-1.4% -$5,872 减仓
HR HEALTHCARE RLTY TR $39.22万0.02%19,443 -1,104-5.4% -$2.23万 减仓
BX BLACKSTONE INC $39.03万0.02%3,317 60.2% $706 加仓
NSC NORFOLK SOUTHN CORP $38.95万0.02%1,238 00.0% — 不变
HDV ISHARES TR $38.50万0.02%14,047 2321.7% $6,359 加仓
AMLP ALPS ETF TR $38.49万0.02%7,423 -171-2.3% -$8,867 减仓
TSLA TESLA INC $38.40万0.02%913 -56-5.8% -$2.36万 减仓
ABT ABBOTT LABORATORIES $38.25万0.02%4,215 -177-4.0% -$1.61万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $37.86万0.02%11,134 -156-1.4% -$5,304 减仓
GD GENERAL DYNAMICS CORP $37.23万0.02%1,051 00.0% — 不变
UFOX ETF SER SOLUTIONS $36.96万0.02%3,889 10.0% $95 加仓
CPK CHESAPEAKE UTILS CORP $36.74万0.02%3,000 00.0% — 不变
CMI CUMMINS INC $36.59万0.02%513 -66-11.4% -$4.71万 减仓
LOW LOWES COS INC $35.98万0.02%1,632 -248-13.2% -$5.47万 减仓
SI SHOULDER INNOVATIONS INC $35.06万0.02%17,290 17,290— $35.06万 新建仓
SOXX ISHARES TR $34.69万0.02%541 26696.7% $17.06万 加仓
BLK BLACKROCK INC $34.46万0.02%358 00.0% — 不变
MS MORGAN STANLEY $34.25万0.02%1,638 00.0% — 不变
MFC MANULIFE FINL CORP $33.91万0.02%8,372 97713.2% $3.96万 加仓
HUBS HUBSPOT INC $33.24万0.02%1,821 88093.5% $16.06万 加仓
MTB M & T BK CORP $33.20万0.02%1,395 -23-1.6% -$5,474 减仓
NYF ISHARES TR $33.14万0.02%6,149 490.8% $2,641 加仓
IWF ISHARES TR $33.03万0.02%2,660 -1,416-34.7% -$17.58万 减仓
LEN LENNAR CORP $32.64万0.02%3,607 00.0% — 不变
QCOM QUALCOMM INC $31.98万0.02%1,730 40.2% $739 加仓
VEU VANGUARD INTL EQUITY INDEX F $31.93万0.02%3,812 3,812— $31.93万 新建仓