Register Financial Advisors LLC
ATLANTA GA · SEC CIK 0001962636
$2.71亿2026Q1 申报市值
387持仓数
24.8%前十大占比 · 第一大 3.7%
45 / 7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
CUZ 加仓+$139.44万
HD 加仓+$94.59万
NVDA 加仓+$92.64万
FOUR 加仓+$76.68万
TOST 新建仓+$70.91万
2026Q1 卖出最多 按季末市值估算
Q 清仓-$122.05万
ATI 减仓-$109.10万
ECG 减仓-$89.00万
EXACT SCIENCES C 清仓-$30.16万
OSPN 减仓-$29.70万
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $1,013.38万 | 3.75% | 51,650 | 1,683 | 3.4% | $33.02万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,004.07万 | 3.71% | 22,987 | 904 | 4.1% | $39.49万 | 加仓 |
| AAPL | APPLE INC | $993.08万 | 3.67% | 39,130 | 480 | 1.2% | $12.18万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $814.98万 | 3.01% | 105,691 | 3,221 | 3.1% | $24.84万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $522.74万 | 1.93% | 88,271 | 2,377 | 2.8% | $14.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $505.99万 | 1.87% | 17,201 | 1,215 | 7.6% | $35.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $505.62万 | 1.87% | 13,659 | 257 | 1.9% | $9.51万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $479.14万 | 1.77% | 67,954 | 2,020 | 3.1% | $14.24万 | 加仓 |
| ATI | ATI INC | $434.24万 | 1.61% | 29,853 | -7,500 | -20.1% | -$109.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $429.59万 | 1.59% | 24,633 | 5,312 | 27.5% | $92.64万 | 加仓 |
| — | HONEYWELL INTL INC | $397.68万 | 1.47% | 17,594 | -29 | -0.2% | -$6,555 | 减仓 |
| WMT | WALMART INC | $369.95万 | 1.37% | 29,768 | -438 | -1.5% | -$5.44万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $367.21万 | 1.36% | 64,787 | 1,363 | 2.1% | $7.73万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $325.81万 | 1.20% | 144,353 | 61,781 | 74.8% | $139.44万 | 加仓 |
| SYM | SYMBOTIC INC | $319.32万 | 1.18% | 60,022 | 730 | 1.2% | $3.88万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $316.12万 | 1.17% | 9,357 | -810 | -8.0% | -$27.36万 | 减仓 |
| MOD | MODINE MFG CO | $309.90万 | 1.15% | 14,300 | -1,300 | -8.3% | -$28.17万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $309.62万 | 1.14% | 12,667 | 103 | 0.8% | $2.52万 | 加仓 |
| RDW | REDWIRE CORPORATION | $306.04万 | 1.13% | 360,050 | 17,300 | 5.0% | $14.71万 | 加仓 |
| RTX | RTX CORPORATION | $286.72万 | 1.06% | 14,864 | 484 | 3.4% | $9.34万 | 加仓 |
| PWR | QUANTA SVCS INC | $275.67万 | 1.02% | 5,021 | -52 | -1.0% | -$2.85万 | 减仓 |
| AVGO | BROADCOM INC | $271.95万 | 1.01% | 8,787 | 22 | 0.3% | $6,809 | 加仓 |
| BX | BLACKSTONE INC | $269.36万 | 1.00% | 23,424 | -215 | -0.9% | -$2.47万 | 减仓 |
| AMZN | AMAZON COM INC | $268.79万 | 0.99% | 12,906 | 1,234 | 10.6% | $25.70万 | 加仓 |
| CSCO | CISCO SYS INC | $256.62万 | 0.95% | 33,073 | -3 | -0.0% | -$233 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $255.01万 | 0.94% | 3,921 | 1 | 0.0% | $650 | 加仓 |
| ABBV | ABBVIE INC | $253.53万 | 0.94% | 11,657 | -94 | -0.8% | -$2.04万 | 减仓 |
| HD | HOME DEPOT INC | $249.96万 | 0.92% | 7,600 | 2,876 | 60.9% | $94.59万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $236.84万 | 0.88% | 81,026 | -8,900 | -9.9% | -$26.01万 | 减仓 |
| AGG | ISHARES TR | $233.69万 | 0.86% | 23,541 | 1,573 | 7.2% | $15.62万 | 加仓 |
| BAC | BANK AMERICA CORP | $230.90万 | 0.85% | 47,364 | 419 | 0.9% | $2.04万 | 加仓 |
| TILE | INTERFACE INC | $229.28万 | 0.85% | 92,007 | -6,364 | -6.5% | -$15.86万 | 减仓 |
| KNF | KNIFE RIVER CORP | $209.76万 | 0.78% | 25,690 | 225 | 0.9% | $1.84万 | 加仓 |
| — | EXXON MOBIL CORP | $208.34万 | 0.77% | 12,280 | 3,718 | 43.4% | $63.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $206.62万 | 0.76% | 9,987 | 213 | 2.2% | $4.41万 | 加仓 |
| COP | CONOCOPHILLIPS | $206.04万 | 0.76% | 15,609 | 2,088 | 15.4% | $27.56万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $206.01万 | 0.76% | 86,962 | 1,639 | 1.9% | $3.88万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $192.69万 | 0.71% | 103,650 | 30,000 | 40.7% | $55.77万 | 加仓 |
| GOOGL | ALPHABET INC | $191.96万 | 0.71% | 6,675 | 26 | 0.4% | $7,477 | 加仓 |
| — | NN INC | $190.15万 | 0.70% | 1,311,363 | 90,000 | 7.4% | $13.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $186.12万 | 0.69% | 3,884 | 37 | 1.0% | $1.77万 | 加仓 |
| MDU | MDU RES GROUP INC | $181.01万 | 0.67% | 87,361 | 1,520 | 1.8% | $3.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $180.28万 | 0.67% | 3,124 | 671 | 27.4% | $38.72万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $178.76万 | 0.66% | 75,300 | -9,200 | -10.9% | -$21.84万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $178.62万 | 0.66% | 112,200 | 4,850 | 4.5% | $7.72万 | 加仓 |
| SO | SOUTHERN CO | $176.99万 | 0.65% | 18,338 | 3,759 | 25.8% | $36.28万 | 加仓 |
| MRK | MERCK & CO INC | $174.04万 | 0.64% | 14,468 | 43 | 0.3% | $5,173 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $173.26万 | 0.64% | 15,550 | -265 | -1.7% | -$2.95万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $172.02万 | 0.64% | 47,586 | 1,712 | 3.7% | $6.19万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $171.48万 | 0.63% | 48,304 | 18,052 | 59.7% | $64.08万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $170.46万 | 0.63% | 6,420 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $170.24万 | 0.63% | 1,709 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $167.28万 | 0.62% | 6,901 | -136 | -1.9% | -$3.30万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $165.47万 | 0.61% | 14,016 | -7,539 | -35.0% | -$89.00万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $161.41万 | 0.60% | 311,600 | 24,150 | 8.4% | $12.51万 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $159.72万 | 0.59% | 496,028 | 1,600 | 0.3% | $5,152 | 加仓 |
| — | BEAZER HOMES USA INC | $155.30万 | 0.57% | 80,717 | 10,433 | 14.8% | $20.07万 | 加仓 |
| — | EVOLUTION PETE CORP | $154.27万 | 0.57% | 336,838 | -1,309 | -0.4% | -$5,995 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $149.82万 | 0.55% | 48,832 | -1,737 | -3.4% | -$5.33万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $146.63万 | 0.54% | 33,530 | 17,535 | 109.6% | $76.68万 | 加仓 |
| QYLD | GLOBAL X FDS | $143.59万 | 0.53% | 83,725 | -100 | -0.1% | -$1,715 | 减仓 |
| ARCC | ARES CAPITAL CORP | $142.43万 | 0.53% | 79,038 | 3,150 | 4.2% | $5.68万 | 加仓 |
| DAL | DELTA AIR LINES INC | $134.24万 | 0.50% | 20,192 | 983 | 5.1% | $6.54万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $134.16万 | 0.50% | 29,292 | 4 | 0.0% | $183 | 加仓 |
| IVV | ISHARES TR | $130.08万 | 0.48% | 1,991 | 71 | 3.7% | $4.64万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $127.09万 | 0.47% | 12,831 | 25 | 0.2% | $2,476 | 加仓 |
| GM | GENERAL MTRS CO | $124.61万 | 0.46% | 16,726 | 9 | 0.1% | $670 | 加仓 |
| PFE | PFIZER INC | $123.68万 | 0.46% | 44,045 | 3,084 | 7.5% | $8.66万 | 加仓 |
| NFLX | NETFLIX INC. | $120.23万 | 0.44% | 12,504 | 2,389 | 23.6% | $22.97万 | 加仓 |
| GOOG | ALPHABET INC | $119.20万 | 0.44% | 4,155 | 225 | 5.7% | $6.45万 | 加仓 |
| KO | COCA COLA CO | $114.13万 | 0.42% | 15,007 | 3,207 | 27.2% | $24.39万 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $112.48万 | 0.42% | 171,200 | -2,000 | -1.2% | -$1.31万 | 减仓 |
| LLY | ELI LILLY & CO | $111.71万 | 0.41% | 1,215 | 13 | 1.1% | $1.20万 | 加仓 |
| KEY | KEYCORP | $111.10万 | 0.41% | 55,413 | 4,128 | 8.0% | $8.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $109.32万 | 0.40% | 7,568 | 99 | 1.3% | $1.43万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $107.76万 | 0.40% | 11,602 | 2 | 0.0% | $186 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $107.61万 | 0.40% | 62,490 | -1,983 | -3.1% | -$3.41万 | 减仓 |
| TFC | TRUIST FINL CORP | $95.50万 | 0.35% | 20,774 | 54 | 0.3% | $2,482 | 加仓 |
| CAT | CATERPILLAR INC | $93.78万 | 0.35% | 1,324 | 0 | 0.0% | — | 不变 |
| UTI | UNIVERSAL TECHNICAL INST INC | $92.87万 | 0.34% | 25,725 | -4,625 | -15.2% | -$16.70万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $92.32万 | 0.34% | 20,236 | -334 | -1.6% | -$1.52万 | 减仓 |
| FLOT | ISHARES TR | $92.17万 | 0.34% | 18,090 | 2,267 | 14.3% | $11.55万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $90.76万 | 0.34% | 23,986 | 1,716 | 7.7% | $6.49万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $89.00万 | 0.33% | 105,325 | 45,900 | 77.2% | $38.79万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $85.97万 | 0.32% | 5,805 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $84.61万 | 0.31% | 4,441 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $81.18万 | 0.30% | 4,933 | -43 | -0.9% | -$7,076 | 减仓 |
| ORCL | ORACLE CORP | $79.16万 | 0.29% | 5,381 | -24 | -0.4% | -$3,531 | 减仓 |
| META | META PLATFORMS INC | $78.68万 | 0.29% | 1,375 | 81 | 6.3% | $4.63万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $78.19万 | 0.29% | 4,074 | 129 | 3.3% | $2.48万 | 加仓 |
| ETN | EATON CORP PLC | $76.45万 | 0.28% | 2,137 | 85 | 4.1% | $3.04万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $76.33万 | 0.28% | 5,829 | 562 | 10.7% | $7.36万 | 加仓 |
| GE | GE AEROSPACE | $75.43万 | 0.28% | 2,658 | 20 | 0.8% | $5,676 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $73.88万 | 0.27% | 14,717 | 1,547 | 11.7% | $7.77万 | 加仓 |
| WMB | WILLIAMS COS INC | $72.53万 | 0.27% | 9,966 | 414 | 4.3% | $3.01万 | 加仓 |
| TOST | TOAST INC | $70.91万 | 0.26% | 26,750 | 26,750 | — | $70.91万 | 新建仓 |
| D | DOMINION ENERGY INC | $68.80万 | 0.25% | 11,129 | 1,500 | 15.6% | $9.27万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $67.49万 | 0.25% | 10,900 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $65.72万 | 0.24% | 777 | 5 | 0.6% | $4,229 | 加仓 |
| PULS | PGIM ETF TR | $65.19万 | 0.24% | 13,170 | 3,720 | 39.4% | $18.41万 | 加仓 |