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
CE CELANESE CORP DEL $4,6000.00%100 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $4,5520.00%100 00.0% — 不变
BE BLOOM ENERGY CORP $4,5410.00%15 00.0% — 不变
URI UNITED RENTALS INC $4,5320.00%4 -7-63.6% -$7,931 减仓
MTCH MATCH GROUP INC NEW $4,4900.00%118 00.0% — 不变
CTAS CINTAS CORP $4,4700.00%26 -315-92.4% -$5.42万 减仓
— ISHARES TR $4,3820.00%115 00.0% — 不变
NEM NEWMONT CORP $4,2970.00%46 -113-71.1% -$1.06万 减仓
SEI SOLARIS ENERGY INFRAS INC $4,1840.00%52 00.0% — 不变
WAT WATERS CORP $4,1260.00%11 -1-8.3% -$375 减仓
VLTO VERALTO CORP $3,9910.00%45 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $3,9390.00%9 -15-62.5% -$6,565 减仓
EXE EXPAND ENERGY CORPORATION $3,9220.00%43 00.0% — 不变
CIFR CIPHER DIGITAL INC $3,9200.00%160 -340-68.0% -$8,330 重新持有
HCA HCA HEALTHCARE INC $3,8990.00%10 00.0% — 不变
FISV FISERV INC $3,8750.00%79 -115-59.3% -$5,641 减仓
SYF SYNCHRONY FINANCIAL $3,8030.00%50 -93-65.0% -$7,074 减仓
ESLT ELBIT SYS LTD $3,7940.00%5 00.0% — 不变
KAI KADANT INC $3,7710.00%12 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $3,7420.00%6 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $3,7330.00%37 37— $3,733 新建仓
AIG AMERICAN INTL GROUP INC $3,7270.00%50 00.0% — 不变
DXYZ DESTINY TECH100 INC $3,6580.00%142 -44-23.7% -$1,133 减仓
DCI DONALDSON INC $3,5910.00%40 00.0% — 不变
ASTS AST SPACEMOBILE INC $3,5550.00%40 -250-86.2% -$2.22万 减仓
BNO UNITED STS BRENT OIL FD LP $3,5410.00%87 -15,962-99.5% -$64.97万 减仓
GME GAMESTOP CORP $3,5330.00%160 00.0% — 不变
WAB WABTEC $3,5050.00%13 00.0% — 不变
VVX V2X INC $3,5050.00%47 00.0% — 不变
YUMC YUM CHINA HLDGS INC $3,4340.00%84 00.0% — 不变
MOH MOLINA HEALTHCARE INC $3,4310.00%15 -28-65.1% -$6,405 减仓
UGI UGI CORP NEW $3,3860.00%98 11.0% $35 加仓
CNH CNH INDL N V $3,3690.00%300 00.0% — 不变
PCG PG&E CORP $3,3640.00%200 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $3,3630.00%33 00.0% — 不变
— TECHPRECISION CORP $3,2750.00%625 00.0% — 不变
CACI CACI INTL INC $3,2430.00%7 00.0% — 不变
APTV APTIV PLC $3,1920.00%52 00.0% — 不变
DECK DECKERS OUTDOOR CORP $3,1780.00%32 -59-64.8% -$5,859 减仓
HIMS HIMS & HERS HEALTH INC $3,1550.00%91 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $3,1510.00%93 00.0% — 不变
KR KROGER CO $3,1100.00%56 00.0% — 不变
DY DYCOM INDS INC $3,0340.00%6 00.0% — 不变
PHM PULTE GROUP INC $3,0190.00%22 -41-65.1% -$5,626 减仓
ARES ARES MANAGEMENT CORPORATION $3,0060.00%27 00.0% — 不变
KGS KODIAK GAS SVCS INC $3,0060.00%40 40— $3,006 新建仓
CDNS CADENCE DESIGN SYSTEM INC $3,0030.00%8 00.0% — 不变
NNE NANO NUCLEAR ENERGY INC $3,0020.00%142 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC $2,9960.00%122 00.0% — 不变
— COHEN & STEERS TOTAL RETURN $2,9780.00%263 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- $2,9760.00%200 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $2,9690.00%78 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $2,9600.00%120 00.0% — 不变
— GROWGENERATION CORP $2,9600.00%2,000 2,000— $2,960 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $2,9550.00%24 00.0% — 不变
IXJ ISHARES TR $2,9520.00%30 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $2,9470.00%6 -12-66.7% -$5,894 减仓
ARKG ARK ETF TR $2,9450.00%70 00.0% — 不变
ACM AECOM $2,9320.00%42 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $2,9150.00%168 00.0% — 不变
USB US BANCORP $2,9000.00%48 -89-65.0% -$5,377 减仓
ALC ALCON AG $2,8860.00%43 00.0% — 不变
RL RALPH LAUREN CORP $2,8100.00%7 -14-66.7% -$5,620 减仓
BCS BARCLAYS PLC $2,7940.00%104 00.0% — 不变
ASGI ABRDN GLOBAL INFRA INCOME FU $2,7900.00%120 00.0% — 不变
AVNT AVIENT CORPORATION $2,7720.00%75 75— $2,772 新建仓
LYFT LYFT INC $2,7180.00%186 00.0% — 不变
WNC WABASH NATL CORP $2,7000.00%200 00.0% — 不变
CBRE CBRE GROUP INC $2,6940.00%20 00.0% — 不变
PCAR PACCAR INC $2,6430.00%22 -40-64.5% -$4,805 减仓
PAYC PAYCOM SOFTWARE INC $2,6400.00%21 -40-65.6% -$5,029 减仓
MLCO MELCO RESORTS AND ENTMNT LTD $2,6350.00%500 00.0% — 不变
HUBB HUBBELL INC $2,6160.00%5 -10-66.7% -$5,232 减仓
AMRX AMNEAL PHARMACEUTICALS INC $2,5970.00%150 00.0% — 不变
HSAI HESAI GROUP $2,5880.00%142 00.0% — 不变
NWG NATWEST GROUP PLC $2,5740.00%146 00.0% — 不变
IYR ISHARES TR $2,5570.00%25 -41-62.1% -$4,193 减仓
PPLI PEOPLE INC $2,5390.00%55 00.0% — 不变
LPLA LPL FINL HLDGS INC $2,5360.00%9 00.0% — 不变
RMBS RAMBUS INC DEL $2,5230.00%19 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $2,4990.00%50 00.0% — 不变
ICL ICL GROUP LTD $2,4900.00%500 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $2,4510.00%7 7— $2,451 新建仓
RYAM RAYONIER ADVANCED MATLS INC $2,4290.00%309 00.0% — 不变
MUFG MITSUBISHI UFJ FINANCIAL GRO $2,3870.00%120 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $2,3460.00%8 00.0% — 不变
SIMO SILICON MOTION TECHNOLOGY CO $2,3340.00%7 7— $2,334 新建仓
ZETA ZETA GLOBAL HOLDINGS CORP $2,3030.00%117 117— $2,303 新建仓
— AVANOS MED INC $2,2400.00%90 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $2,2140.00%286 00.0% — 不变
CBRS CEREBRAS SYSTEMS INC $2,2100.00%10 10— $2,210 新建仓
GTX GARRETT MOTION INC $2,1740.00%60 00.0% — 不变
CGNX COGNEX CORP $2,1730.00%30 30— $2,173 新建仓
BHE BENCHMARK ELECTRS INC $2,1710.00%22 22— $2,171 新建仓
GLXY GALAXY DIGITAL INC. $2,1600.00%79 00.0% — 不变
ERIE ERIE INDTY CO $2,1580.00%9 -16-64.0% -$3,836 减仓
STZ CONSTELLATION BRANDS INC $2,1520.00%15 15— $2,152 新建仓
BWXT BWX TECHNOLOGIES INC $2,1420.00%11 00.0% — 不变
RJF RAYMOND JAMES FINL INC $2,1290.00%14 -26-65.0% -$3,954 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 00.0% — 不变