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
SCHK SCHWAB STRATEGIC TR $2.35亿14.31%6,518,923 4,041,006163.1% $1.46亿 加仓
IVV ISHARES TR $2.28亿13.88%304,339 -119,900-28.3% -$8,979.19万 减仓
VGT VANGUARD WORLD FD $1.23亿7.47%1,027,235 5,1870.5% $62.00万 加仓
SCHP SCHWAB STRATEGIC TR $9,347.92万5.69%3,527,518 119,4643.5% $316.58万 加仓
IEI ISHARES TR $7,721.49万4.70%657,428 -427,059-39.4% -$5,015.81万 减仓
VBIL VANGUARD INSTL INDEX FD $7,318.44万4.46%967,024 -258,400-21.1% -$1,955.57万 减仓
VTIP VANGUARD MALVERN FDS $7,310.58万4.45%1,455,422 1,449,93926,444.3% $7,283.04万 加仓
BND VANGUARD BD INDEX FDS $6,384.75万3.89%869,739 26,6043.2% $195.30万 加仓
VOX VANGUARD WORLD FD $3,517.41万2.14%191,215 4,8902.6% $89.95万 加仓
VHT VANGUARD WORLD FD $3,511.27万2.14%117,430 5670.5% $16.95万 加仓
XLY SELECT SECTOR SPDR TR $3,398.08万2.07%289,741 3,3151.2% $38.88万 加仓
XLI SELECT SECTOR SPDR TR $2,979.01万1.81%160,828 4,7613.1% $88.19万 加仓
RSP INVESCO EXCHANGE TRADED FD T $2,970.26万1.81%139,600 27,32224.3% $581.33万 加仓
EWZ ISHARES INC $2,607.30万1.59%755,740 23,2503.2% $80.21万 加仓
SPY STATE STR SPDR S&P 500 ETF T $2,603.42万1.58%34,862 -77-0.2% -$5.75万 减仓
SPYV SPDR SERIES TRUST $2,455.62万1.49%403,951 79,87824.6% $485.58万 加仓
AAPL APPLE INC $2,215.70万1.35%76,572 -420-0.5% -$12.15万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $1,861.36万1.13%217,296 210,4543,075.9% $1,802.75万 加仓
XLF SELECT SECTOR SPDR TR $1,854.19万1.13%345,867 -4,281-1.2% -$22.95万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $1,805.20万1.10%94,143 92,1014,510.3% $1,766.04万 加仓
XLP SELECT SECTOR SPDR TR $1,656.40万1.01%199,398 4,0772.1% $33.87万 加仓
XAR SPDR SERIES TRUST $1,370.56万0.83%48,295 1,9024.1% $53.98万 加仓
XLE SELECT SECTOR SPDR TR $1,296.72万0.79%244,158 4,4641.9% $23.71万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,174.37万0.71%23,469 4441.9% $22.22万 加仓
MSFT MICROSOFT CORP $995.63万0.61%26,691 -835-3.0% -$31.15万 减仓
XLU SELECT SECTOR SPDR TR $858.37万0.52%189,318 3,0551.6% $13.85万 加仓
AMZN AMAZON COM INC $856.07万0.52%35,918 6041.7% $14.40万 加仓
VOO VANGUARD INDEX FDS $811.65万0.49%11,818 -19-0.2% -$1.30万 减仓
LLY ELI LILLY & CO $806.36万0.49%6,723 -28-0.4% -$3.36万 减仓
QQQ INVESCO QQQ TR $718.68万0.44%9,759 1942.0% $14.29万 加仓
XLRE SELECT SECTOR SPDR TR $642.41万0.39%145,903 1,9701.4% $8.67万 加仓
XLB SELECT SECTOR SPDR TR $595.94万0.36%117,242 2,2682.0% $11.53万 加仓
SPYM SPDR SERIES TRUST $587.48万0.36%66,850 -206-0.3% -$1.81万 减仓
NVDA NVIDIA CORPORATION $586.68万0.36%29,321 -1,071-3.5% -$21.43万 减仓
DE DEERE & CO $558.59万0.34%8,806 -234-2.6% -$14.84万 减仓
VYM VANGUARD WHITEHALL FDS $524.49万0.32%33,189 1,1733.7% $18.54万 加仓
TJX TJX COS INC NEW $483.42万0.29%31,909 5961.9% $9.03万 加仓
VXF VANGUARD INDEX FDS $429.33万0.26%17,438 1,1126.8% $27.38万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $426.62万0.26%75,535 28,51760.7% $161.06万 加仓
VIG VANGUARD SPECIALIZED FUNDS $356.87万0.22%15,082 4262.9% $10.08万 加仓
KO COCA COLA CO $335.75万0.20%41,312 100.0% $813 加仓
SGOV ISHARES TR $328.76万0.20%32,657 -12,429-27.6% -$125.12万 减仓
TLTW ISHARES TR $303.58万0.18%135,889 17,04314.3% $38.07万 加仓
VXUS VANGUARD STAR FDS $303.21万0.18%35,467 8,03529.3% $68.69万 加仓
VTI VANGUARD INDEX FDS $301.22万0.18%8,140 2,44042.8% $90.29万 加仓
UPS UNITED PARCEL SVCS INC $294.24万0.18%27,371 -7,162-20.7% -$76.99万 减仓
CPRT COPART INC $293.73万0.18%104,195 -20,180-16.2% -$56.89万 减仓
VCSH VANGUARD SCOTTSDALE FDS $292.14万0.18%36,966 6,57221.6% $51.94万 加仓
GOVT ISHARES TR $291.84万0.18%128,111 850.1% $1,936 加仓
— EXXON MOBIL CORP $288.69万0.18%21,116 -267-1.2% -$3.65万 减仓
GLD SPDR GOLD TR $279.75万0.17%7,594 -375-4.7% -$13.81万 减仓
AIQ GLOBAL X FDS $276.18万0.17%42,095 -1,260-2.9% -$8.27万 减仓
— ISHARES TR $247.20万0.15%102,894 10,59711.5% $25.46万 加仓
PFF ISHARES TR $241.51万0.15%79,209 5,5247.5% $16.84万 加仓
XYLD GLOBAL X FDS $232.19万0.14%56,923 2,8805.3% $11.75万 加仓
ABBV ABBVIE INC $231.34万0.14%9,193 -72-0.8% -$1.81万 减仓
AGG ISHARES TR $220.22万0.13%22,249 2,60113.2% $25.74万 加仓
GOOGL ALPHABET INC $219.69万0.13%6,147 851.4% $3.04万 加仓
CAT CATERPILLAR INC $206.98万0.13%1,944 -116-5.6% -$12.35万 减仓
VTEB VANGUARD MUN BD FDS $192.85万0.12%38,128 4,21312.4% $21.31万 加仓
GSLC GOLDMAN SACHS ETF TR $186.08万0.11%13,115 -28-0.2% -$3,973 减仓
GOOG ALPHABET INC $184.10万0.11%5,210 -43-0.8% -$1.52万 减仓
MU MICRON TECHNOLOGY INC $180.02万0.11%1,560 221.4% $2.54万 加仓
SCHX SCHWAB STRATEGIC TR $179.41万0.11%60,963 -320-0.5% -$9,418 减仓
WM WASTE MGMT INC DEL $175.05万0.11%7,854 -521-6.2% -$11.61万 减仓
ORCL ORACLE CORP $168.65万0.10%11,508 00.0% — 不变
BAC BANK OF AMER CORP $161.54万0.10%28,350 230.1% $1,311 加仓
VGIT VANGUARD SCOTTSDALE FDS $157.50万0.10%26,704 8,07343.3% $47.62万 加仓
AMD ADVANCED MICRO DEVICES INC $157.43万0.10%2,710 943.6% $5.46万 加仓
IJH ISHARES TR $154.81万0.09%20,077 150.1% $1,157 加仓
JPM JPMORGAN CHASE & CO $152.20万0.09%4,650 -67-1.4% -$2.19万 减仓
VZ VERIZON COMMUNICATIONS INC $145.46万0.09%34,354 1,6585.1% $7.02万 加仓
GE GE AEROSPACE $145.25万0.09%3,886 -33-0.8% -$1.23万 减仓
SMH VANECK ETF TRUST $142.72万0.09%2,176 55234.0% $36.21万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $140.64万0.09%2,945 -47-1.6% -$2.24万 减仓
INTC INTEL CORP $139.58万0.08%9,996 00.0% — 不变
HD HOME DEPOT INC $137.21万0.08%3,891 -138-3.4% -$4.87万 减仓
JNJ JOHNSON & JOHNSON $137.15万0.08%5,400 641.2% $1.63万 加仓
GEV GE VERNOVA INC $136.21万0.08%1,159 00.0% — 不变
LONZ PIMCO ETF TR $133.05万0.08%26,982 3,40514.4% $16.79万 加仓
MTUM ISHARES TR $131.26万0.08%3,829 -133-3.4% -$4.56万 减仓
IEF ISHARES TR $129.87万0.08%13,733 -5,700-29.3% -$53.90万 减仓
SPYD SPDR SERIES TRUST $120.45万0.07%25,247 1,6487.0% $7.86万 加仓
DVYE ISHARES INC $119.45万0.07%37,061 2,0445.8% $6.59万 加仓
NANR SPDR INDEX SHS FDS $118.32万0.07%15,671 1,48010.4% $11.17万 加仓
USMV ISHARES TR $113.96万0.07%11,814 2151.9% $2.07万 加仓
WMT WALMART INC $110.82万0.07%9,784 -3,032-23.7% -$34.34万 减仓
QQQI NEOS ETF TRUST $109.63万0.07%19,304 15,486405.6% $87.95万 加仓
VUG VANGUARD INDEX FDS $108.22万0.07%12,563 -289-2.2% -$2.49万 减仓
AEP AMERICAN ELEC PWR CO INC $107.94万0.07%7,890 -18-0.2% -$2,463 减仓
AVGO BROADCOM INC $106.25万0.06%2,813 00.0% — 不变
RSPA INVESCO ACTIVELY MANAGED EXC $105.68万0.06%19,809 5612.9% $2.99万 加仓
RTX RTX CORPORATION $104.79万0.06%5,523 30.1% $569 加仓
SDY SPDR SERIES TRUST $103.47万0.06%6,799 -129-1.9% -$1.96万 减仓
ADI ANALOG DEVICES INC $103.03万0.06%2,594 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $99.02万0.06%1,059 -1-0.1% -$935 减仓
TER TERADYNE INC $96.86万0.06%2,002 78364.2% $37.88万 加仓
PG PROCTER & GAMBLE CO $96.23万0.06%6,562 30.0% $440 加仓
XLK SELECT SECTOR SPDR TR $95.32万0.06%5,003 3256.9% $6.19万 加仓
ED CONSOLIDATED EDISON INC $94.70万0.06%8,560 -103-1.2% -$1.14万 减仓