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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.77亿 | 18.59% | 424,239 | 185,741 | 77.9% | $1.21亿 | 加仓 |
| IEI | ISHARES TR | $1.29亿 | 8.63% | 1,084,487 | 96,090 | 9.7% | $1,139.63万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $9,270.34万 | 6.22% | 1,225,424 | 560,726 | 84.4% | $4,241.89万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $9,068.83万 | 6.08% | 3,408,054 | 2,770,168 | 434.3% | $7,371.42万 | 加仓 |
| VGT | VANGUARD WORLD FD | $8,913.81万 | 5.98% | 127,756 | -22,056 | -14.7% | -$1,538.89万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $7,763.31万 | 5.21% | 2,477,917 | -48,970 | -1.9% | -$153.42万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,208.85万 | 4.16% | 843,135 | -416,426 | -33.1% | -$3,066.56万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,870.50万 | 2.60% | 661,171 | 123,072 | 22.9% | $720.46万 | 加仓 |
| VOX | VANGUARD WORLD FD | $3,350.86万 | 2.25% | 186,325 | -3,344 | -1.8% | -$60.14万 | 减仓 |
| VHT | VANGUARD WORLD FD | $3,182.52万 | 2.13% | 116,863 | -7,512 | -6.0% | -$204.57万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $3,121.47万 | 2.09% | 286,426 | -21,791 | -7.1% | -$237.48万 | 减仓 |
| EWZ | ISHARES INC | $2,812.03万 | 1.89% | 732,490 | -544,109 | -42.6% | -$2,088.84万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,524.07万 | 1.69% | 156,067 | -10,375 | -6.2% | -$167.79万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,272.20万 | 1.52% | 34,939 | 93 | 0.3% | $6.05万 | 加仓 |
| — | PROSHARES TR | $2,228.87万 | 1.50% | 220,005 | 83,173 | 60.8% | $842.62万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2,156.65万 | 1.45% | 286,827 | 286,756 | 403,881.7% | $2,156.12万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,154.83万 | 1.45% | 112,278 | 110,529 | 6,319.6% | $2,121.27万 | 加仓 |
| AAPL | APPLE INC | $1,953.99万 | 1.31% | 76,992 | -3,722 | -4.6% | -$94.46万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,833.61万 | 1.23% | 324,073 | 324,073 | — | $1,833.61万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $1,728.68万 | 1.16% | 350,148 | -490,815 | -58.4% | -$2,423.16万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $1,601.24万 | 1.07% | 195,321 | -19,632 | -9.1% | -$160.94万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,468.36万 | 0.98% | 239,694 | -15,938 | -6.2% | -$97.64万 | 减仓 |
| XAR | SPDR SERIES TRUST | $1,178.28万 | 0.79% | 46,393 | 21,373 | 85.4% | $542.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,103.36万 | 0.74% | 23,025 | -95 | -0.4% | -$4.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,018.94万 | 0.68% | 27,526 | -207 | -0.7% | -$7.66万 | 减仓 |
| BCI | ABRDN ETFS | $962.19万 | 0.65% | 396,127 | 396,127 | — | $962.19万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $854.76万 | 0.57% | 186,263 | -25,574 | -12.1% | -$117.36万 | 减仓 |
| AMZN | AMAZON COM INC | $735.48万 | 0.49% | 35,314 | -187 | -0.5% | -$3.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $707.35万 | 0.47% | 11,837 | -140 | -1.2% | -$8.37万 | 减仓 |
| LLY | ELI LILLY & CO | $620.96万 | 0.42% | 6,751 | -1,442 | -17.6% | -$132.64万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $587.68万 | 0.39% | 143,933 | -10,338 | -6.7% | -$42.21万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $574.52万 | 0.39% | 114,974 | -4,450 | -3.7% | -$22.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $552.10万 | 0.37% | 9,565 | 315 | 3.4% | $18.18万 | 加仓 |
| XOP | SPDR SERIES TRUST | $539.23万 | 0.36% | 29,656 | 29,379 | 10,606.1% | $534.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $530.04万 | 0.36% | 30,392 | -84 | -0.3% | -$1.46万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $513.25万 | 0.34% | 67,056 | -529,914 | -88.8% | -$4,055.96万 | 减仓 |
| DE | DEERE & CO | $509.21万 | 0.34% | 9,040 | -28 | -0.3% | -$1.58万 | 减仓 |
| TJX | TJX COS INC NEW | $500.06万 | 0.34% | 31,313 | 3 | 0.0% | $479 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $474.16万 | 0.32% | 32,016 | 228 | 0.7% | $3.38万 | 加仓 |
| SGOV | ISHARES TR | $453.84万 | 0.30% | 45,086 | -8,810 | -16.3% | -$88.68万 | 减仓 |
| CPRT | COPART INC | $412.93万 | 0.28% | 124,375 | -9,317 | -7.0% | -$30.93万 | 减仓 |
| — | EXXON MOBIL CORP | $362.78万 | 0.24% | 21,383 | -1,319 | -5.8% | -$22.38万 | 减仓 |
| GLD | SPDR GOLD TR | $342.90万 | 0.23% | 7,969 | -611 | -7.1% | -$26.29万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $339.74万 | 0.23% | 34,533 | -6,754 | -16.4% | -$66.45万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $335.98万 | 0.23% | 16,326 | -1,076 | -6.2% | -$22.14万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $315.20万 | 0.21% | 14,656 | -29 | -0.2% | -$6,237 | 减仓 |
| KO | COCA COLA CO | $314.10万 | 0.21% | 41,302 | -6,540 | -13.7% | -$49.74万 | 减仓 |
| GOVT | ISHARES TR | $293.31万 | 0.20% | 128,026 | -6,665 | -4.9% | -$15.27万 | 减仓 |
| TLTW | ISHARES TR | $268.83万 | 0.18% | 118,846 | 24,218 | 25.6% | $54.78万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $266.50万 | 0.18% | 47,018 | -2,897 | -5.8% | -$16.42万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $240.93万 | 0.16% | 30,394 | 2,714 | 9.8% | $21.51万 | 加仓 |
| PFF | ISHARES TR | $223.41万 | 0.15% | 73,685 | 2,490 | 3.5% | $7.55万 | 加仓 |
| — | ISHARES TR | $223.17万 | 0.15% | 92,297 | 24,617 | 36.4% | $59.52万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $211.53万 | 0.14% | 27,432 | 6,565 | 31.5% | $50.62万 | 加仓 |
| XYLD | GLOBAL X FDS | $211.47万 | 0.14% | 54,043 | 1,349 | 2.6% | $5.28万 | 加仓 |
| AIQ | GLOBAL X FDS | $202.34万 | 0.14% | 43,355 | -2,439 | -5.3% | -$11.38万 | 减仓 |
| ABBV | ABBVIE INC | $201.50万 | 0.14% | 9,265 | -150 | -1.6% | -$3.26万 | 减仓 |
| AGG | ISHARES TR | $195.04万 | 0.13% | 19,648 | 5,416 | 38.1% | $53.76万 | 加仓 |
| WM | WASTE MGMT INC DEL | $192.45万 | 0.13% | 8,375 | -101 | -1.2% | -$2.32万 | 减仓 |
| IEF | ISHARES TR | $185.47万 | 0.12% | 19,433 | -687,582 | -97.3% | -$6,562.37万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $182.85万 | 0.12% | 5,700 | -186 | -3.2% | -$5.97万 | 减仓 |
| GOOGL | ALPHABET INC | $174.33万 | 0.12% | 6,062 | 151 | 2.6% | $4.34万 | 加仓 |
| ORCL | ORACLE CORP | $169.29万 | 0.11% | 11,508 | -118 | -1.0% | -$1.74万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $169.20万 | 0.11% | 33,915 | 358 | 1.1% | $1.79万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $164.46万 | 0.11% | 13,143 | -482 | -3.5% | -$6.03万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $164.13万 | 0.11% | 32,696 | 2,204 | 7.2% | $11.06万 | 加仓 |
| DTCR | GLOBAL X FDS | $161.30万 | 0.11% | 67,321 | 18,767 | 38.7% | $44.97万 | 加仓 |
| WMT | WALMART INC | $159.28万 | 0.11% | 12,816 | -67 | -0.5% | -$8,327 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $157.13万 | 0.11% | 61,283 | 37,621 | 159.0% | $96.46万 | 加仓 |
| GOOG | ALPHABET INC | $150.68万 | 0.10% | 5,253 | 90 | 1.7% | $2.58万 | 加仓 |
| CAT | CATERPILLAR INC | $145.95万 | 0.10% | 2,060 | 20 | 1.0% | $1.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $138.77万 | 0.09% | 4,717 | -229 | -4.6% | -$6.74万 | 减仓 |
| BAC | BANK AMERICA CORP | $138.09万 | 0.09% | 28,327 | -119 | -0.4% | -$5,801 | 减仓 |
| IJH | ISHARES TR | $135.48万 | 0.09% | 20,062 | -1,443 | -6.7% | -$9.74万 | 减仓 |
| HD | HOME DEPOT INC | $132.50万 | 0.09% | 4,029 | -17 | -0.4% | -$5,591 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $130.44万 | 0.09% | 5,336 | -166 | -3.0% | -$4.06万 | 减仓 |
| DVYE | ISHARES INC | $120.39万 | 0.08% | 35,017 | -5,692 | -14.0% | -$19.57万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $119.20万 | 0.08% | 14,191 | 1,327 | 10.3% | $11.15万 | 加仓 |
| LONZ | PIMCO ETF TR | $116.42万 | 0.08% | 23,577 | 447 | 1.9% | $2.21万 | 加仓 |
| GE | GE AEROSPACE | $111.22万 | 0.07% | 3,919 | -232 | -5.6% | -$6.58万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $110.94万 | 0.07% | 18,631 | 781 | 4.4% | $4.65万 | 加仓 |
| USMV | ISHARES TR | $107.57万 | 0.07% | 11,599 | -208 | -1.8% | -$1.93万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $107.42万 | 0.07% | 23,599 | 1,649 | 7.5% | $7.51万 | 加仓 |
| RTX | RTX CORPORATION | $106.47万 | 0.07% | 5,520 | 131 | 2.4% | $2.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $105.63万 | 0.07% | 1,060 | -121 | -10.2% | -$12.06万 | 减仓 |
| MCD | MCDONALDS CORP | $104.49万 | 0.07% | 3,362 | 84 | 2.6% | $2.61万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $103.66万 | 0.07% | 7,908 | -498 | -5.9% | -$6.53万 | 减仓 |
| GEV | GE VERNOVA INC | $101.20万 | 0.07% | 1,159 | 113 | 10.8% | $9.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.11万 | 0.07% | 2,992 | 175 | 6.2% | $5.91万 | 加仓 |
| SDY | SPDR SERIES TRUST | $101.11万 | 0.07% | 6,928 | 1 | 0.0% | $146 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $98.04万 | 0.07% | 8,663 | 2 | 0.0% | $226 | 加仓 |
| CVX | CHEVRON CORPORATION | $96.68万 | 0.06% | 4,673 | 173 | 3.8% | $3.58万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $96.23万 | 0.06% | 19,248 | 19,248 | — | $96.23万 | 新建仓 |
| T | AT&T INC | $95.11万 | 0.06% | 32,806 | -3,589 | -9.9% | -$10.40万 | 减仓 |
| MTUM | ISHARES TR | $95.07万 | 0.06% | 3,962 | 1 | 0.0% | $240 | 加仓 |
| PG | PROCTER & GAMBLE CO | $94.74万 | 0.06% | 6,559 | -87 | -1.3% | -$1.26万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $93.56万 | 0.06% | 2,142 | 86 | 4.2% | $3.76万 | 加仓 |
| — | HONEYWELL INTL INC | $89.59万 | 0.06% | 3,964 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $87.07万 | 0.06% | 2,813 | 211 | 8.1% | $6.53万 | 加仓 |
| CB | CHUBB LTD SWITZ | $85.04万 | 0.06% | 2,609 | 2,397 | 1,130.7% | $78.13万 | 加仓 |