Register Financial Advisors LLC
ATLANTA GA · SEC CIK 0001962636
$3.26亿2026Q2 申报市值
426持仓数
25.1%前十大占比 · 第一大 3.7%
49 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$202.16万
AVPT 新建仓+$158.17万
MIR 加仓+$134.74万
KTOS 加仓+$96.78万
GPC 新建仓+$64.89万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$324.86万
HON 减仓-$189.20万
MOD 减仓-$181.57万
RDW 减仓-$152.57万
ATI 减仓-$78.84万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $234.99万 | 0.72% | 23,741 | 200 | 0.8% | $1.98万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $235.77万 | 0.72% | 119,800 | 7,600 | 6.8% | $14.96万 | 加仓 |
| GOOGL | ALPHABET INC | $246.47万 | 0.76% | 6,897 | 222 | 3.3% | $7.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $247.69万 | 0.76% | 3,364 | 240 | 7.7% | $17.67万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $257.40万 | 0.79% | 9,153 | 2,252 | 32.6% | $63.33万 | 加仓 |
| HD | HOME DEPOT INC | $268.57万 | 0.82% | 7,615 | 15 | 0.2% | $5,290 | 加仓 |
| — | BEAZER HOMES USA INC | $270.03万 | 0.83% | 96,267 | 15,550 | 19.3% | $43.62万 | 加仓 |
| BAC | BANK OF AMER CORP | $273.74万 | 0.84% | 48,041 | 677 | 1.4% | $3.86万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $275.09万 | 0.84% | 73,750 | -1,550 | -2.1% | -$5.78万 | 减仓 |
| SYM | SYMBOTIC INC | $281.04万 | 0.86% | 62,522 | 2,500 | 4.2% | $11.24万 | 加仓 |
| BX | BLACKSTONE INC | $285.77万 | 0.88% | 24,285 | 861 | 3.7% | $10.13万 | 加仓 |
| RDW | REDWIRE CORPORATION | $287.77万 | 0.88% | 235,300 | -124,750 | -34.6% | -$152.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $289.68万 | 0.89% | 3,879 | -42 | -1.1% | -$3.14万 | 减仓 |
| RTX | RTX CORPORATION | $290.93万 | 0.89% | 15,334 | 470 | 3.2% | $8.92万 | 加仓 |
| ABBV | ABBVIE INC | $298.16万 | 0.91% | 11,849 | 192 | 1.6% | $4.83万 | 加仓 |
| AVGO | BROADCOM INC | $298.99万 | 0.92% | 7,915 | -872 | -9.9% | -$32.94万 | 减仓 |
| AMZN | AMAZON COM INC | $312.37万 | 0.96% | 13,106 | 200 | 1.5% | $4.77万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $320.59万 | 0.98% | 178,800 | 75,150 | 72.5% | $134.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $321.21万 | 0.99% | 12,648 | -19 | -0.1% | -$4,825 | 减仓 |
| TILE | INTERFACE INC | $329.79万 | 1.01% | 92,016 | 9 | 0.0% | $323 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $339.89万 | 1.04% | 11,410 | -1,421 | -11.1% | -$42.33万 | 减仓 |
| WMT | WALMART INC | $345.12万 | 1.06% | 30,472 | 704 | 2.4% | $7.97万 | 加仓 |
| PWR | QUANTA SVCS INC | $359.03万 | 1.10% | 4,986 | -35 | -0.7% | -$2.52万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $370.67万 | 1.14% | 65,628 | 841 | 1.3% | $4.75万 | 加仓 |
| CSCO | CISCO SYS INC | $388.57万 | 1.19% | 33,081 | 8 | 0.0% | $940 | 加仓 |
| CUZ | COUSINS PPTYS INC | $431.19万 | 1.32% | 143,824 | -529 | -0.4% | -$1.59万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $435.60万 | 1.34% | 87,364 | 19,410 | 28.6% | $96.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $477.06万 | 1.46% | 23,842 | -791 | -3.2% | -$15.83万 | 减仓 |
| — | NN INC | $500.23万 | 1.53% | 1,393,406 | 82,043 | 6.3% | $29.45万 | 加仓 |
| ATI | ATI INC | $509.56万 | 1.56% | 25,853 | -4,000 | -13.4% | -$78.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $511.81万 | 1.57% | 13,721 | 62 | 0.5% | $2.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $575.91万 | 1.77% | 17,594 | 393 | 2.3% | $12.86万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $599.87万 | 1.84% | 88,790 | 519 | 0.6% | $3.51万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $914.91万 | 2.81% | 107,020 | 1,329 | 1.3% | $11.36万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,068.53万 | 3.28% | 9,257 | -100 | -1.1% | -$11.54万 | 减仓 |
| AAPL | APPLE INC | $1,141.78万 | 3.50% | 39,459 | 329 | 0.8% | $9.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,142.24万 | 3.50% | 52,413 | 763 | 1.5% | $16.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,221.57万 | 3.75% | 141,812 | 3,890 | 2.8% | $33.51万 | 加仓 |