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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1,221.57万 | 3.75% | 141,812 | 3,890 | 2.8% | $33.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,142.24万 | 3.50% | 52,413 | 763 | 1.5% | $16.63万 | 加仓 |
| AAPL | APPLE INC | $1,141.78万 | 3.50% | 39,459 | 329 | 0.8% | $9.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,068.53万 | 3.28% | 9,257 | -100 | -1.1% | -$11.54万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $914.91万 | 2.81% | 107,020 | 1,329 | 1.3% | $11.36万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $599.87万 | 1.84% | 88,790 | 519 | 0.6% | $3.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $575.91万 | 1.77% | 17,594 | 393 | 2.3% | $12.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $511.81万 | 1.57% | 13,721 | 62 | 0.5% | $2.31万 | 加仓 |
| ATI | ATI INC | $509.56万 | 1.56% | 25,853 | -4,000 | -13.4% | -$78.84万 | 减仓 |
| — | NN INC | $500.23万 | 1.53% | 1,393,406 | 82,043 | 6.3% | $29.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $477.06万 | 1.46% | 23,842 | -791 | -3.2% | -$15.83万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $435.60万 | 1.34% | 87,364 | 19,410 | 28.6% | $96.78万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $431.19万 | 1.32% | 143,824 | -529 | -0.4% | -$1.59万 | 减仓 |
| CSCO | CISCO SYS INC | $388.57万 | 1.19% | 33,081 | 8 | 0.0% | $940 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $370.67万 | 1.14% | 65,628 | 841 | 1.3% | $4.75万 | 加仓 |
| PWR | QUANTA SVCS INC | $359.03万 | 1.10% | 4,986 | -35 | -0.7% | -$2.52万 | 减仓 |
| WMT | WALMART INC | $345.12万 | 1.06% | 30,472 | 704 | 2.4% | $7.97万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $339.89万 | 1.04% | 11,410 | -1,421 | -11.1% | -$42.33万 | 减仓 |
| TILE | INTERFACE INC | $329.79万 | 1.01% | 92,016 | 9 | 0.0% | $323 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $321.21万 | 0.99% | 12,648 | -19 | -0.1% | -$4,825 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $320.59万 | 0.98% | 178,800 | 75,150 | 72.5% | $134.74万 | 加仓 |
| AMZN | AMAZON COM INC | $312.37万 | 0.96% | 13,106 | 200 | 1.5% | $4.77万 | 加仓 |
| AVGO | BROADCOM INC | $298.99万 | 0.92% | 7,915 | -872 | -9.9% | -$32.94万 | 减仓 |
| ABBV | ABBVIE INC | $298.16万 | 0.91% | 11,849 | 192 | 1.6% | $4.83万 | 加仓 |
| RTX | RTX CORPORATION | $290.93万 | 0.89% | 15,334 | 470 | 3.2% | $8.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $289.68万 | 0.89% | 3,879 | -42 | -1.1% | -$3.14万 | 减仓 |
| RDW | REDWIRE CORPORATION | $287.77万 | 0.88% | 235,300 | -124,750 | -34.6% | -$152.57万 | 减仓 |
| BX | BLACKSTONE INC | $285.77万 | 0.88% | 24,285 | 861 | 3.7% | $10.13万 | 加仓 |
| SYM | SYMBOTIC INC | $281.04万 | 0.86% | 62,522 | 2,500 | 4.2% | $11.24万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $275.09万 | 0.84% | 73,750 | -1,550 | -2.1% | -$5.78万 | 减仓 |
| BAC | BANK OF AMER CORP | $273.74万 | 0.84% | 48,041 | 677 | 1.4% | $3.86万 | 加仓 |
| — | BEAZER HOMES USA INC | $270.03万 | 0.83% | 96,267 | 15,550 | 19.3% | $43.62万 | 加仓 |
| HD | HOME DEPOT INC | $268.57万 | 0.82% | 7,615 | 15 | 0.2% | $5,290 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $257.40万 | 0.79% | 9,153 | 2,252 | 32.6% | $63.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $247.69万 | 0.76% | 3,364 | 240 | 7.7% | $17.67万 | 加仓 |
| GOOGL | ALPHABET INC | $246.47万 | 0.76% | 6,897 | 222 | 3.3% | $7.93万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $235.77万 | 0.72% | 119,800 | 7,600 | 6.8% | $14.96万 | 加仓 |
| AGG | ISHARES TR | $234.99万 | 0.72% | 23,741 | 200 | 0.8% | $1.98万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $232.59万 | 0.71% | 14,016 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $226.13万 | 0.69% | 4,519 | 635 | 16.3% | $31.77万 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $221.55万 | 0.68% | 493,428 | -2,600 | -0.5% | -$1.17万 | 减仓 |
| KNF | KNIFE RIVER CORP | $216.16万 | 0.66% | 25,841 | 151 | 0.6% | $1.26万 | 加仓 |
| HON | HONEYWELL INTL INC | $204.74万 | 0.63% | 9,144 | -8,450 | -48.0% | -$189.20万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $202.16万 | 0.62% | 9,144 | 9,144 | — | $202.16万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $202.10万 | 0.62% | 85,237 | -1,725 | -2.0% | -$4.09万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $201.01万 | 0.62% | 170,200 | -1,000 | -0.6% | -$1.18万 | 减仓 |
| MOD | MODINE MFG CO | $200.26万 | 0.61% | 7,500 | -6,800 | -47.6% | -$181.57万 | 减仓 |
| MRK | MERCK & CO INC | $193.09万 | 0.59% | 15,027 | 559 | 3.9% | $7.18万 | 加仓 |
| MDU | MDU RES GROUP INC | $185.81万 | 0.57% | 87,603 | 242 | 0.3% | $5,133 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $183.75万 | 0.56% | 15,531 | -19 | -0.1% | -$2,248 | 减仓 |
| SO | SOUTHERN CO | $183.23万 | 0.56% | 19,145 | 807 | 4.4% | $7.72万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $180.64万 | 0.55% | 297,600 | -14,000 | -4.5% | -$8.50万 | 减仓 |
| GOOG | ALPHABET INC | $176.15万 | 0.54% | 4,985 | 830 | 20.0% | $29.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $174.26万 | 0.53% | 10,513 | 526 | 5.3% | $8.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $173.05万 | 0.53% | 2,979 | 139 | 4.9% | $8.07万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $170.79万 | 0.52% | 48,313 | 9 | 0.0% | $318 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $170.63万 | 0.52% | 53,809 | 4,977 | 10.2% | $15.78万 | 加仓 |
| — | EXXON MOBIL CORP | $166.84万 | 0.51% | 12,203 | -77 | -0.6% | -$1.05万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $166.07万 | 0.51% | 48,123 | 537 | 1.1% | $1.85万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $162.28万 | 0.50% | 7,420 | 1,000 | 15.6% | $21.87万 | 加仓 |
| COP | CONOCOPHILLIPS | $162.23万 | 0.50% | 15,605 | -4 | -0.0% | -$416 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $159.94万 | 0.49% | 1,710 | 1 | 0.1% | $935 | 加仓 |
| AVPT | AVEPOINT INC | $158.17万 | 0.49% | 141,100 | 141,100 | — | $158.17万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $157.77万 | 0.48% | 16,845 | -3,347 | -16.6% | -$31.35万 | 减仓 |
| IVV | ISHARES TR | $149.73万 | 0.46% | 1,999 | 8 | 0.4% | $5,992 | 加仓 |
| QYLD | GLOBAL X FDS | $149.70万 | 0.46% | 81,225 | -2,500 | -3.0% | -$4.61万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $148.31万 | 0.45% | 80,038 | 1,000 | 1.3% | $1.85万 | 加仓 |
| CAT | CATERPILLAR INC | $147.85万 | 0.45% | 1,388 | 64 | 4.8% | $6.82万 | 加仓 |
| LLY | ELI LILLY & CO | $146.16万 | 0.45% | 1,219 | 4 | 0.3% | $4,796 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $141.84万 | 0.43% | 78,148 | -2,878 | -3.6% | -$5.22万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $137.31万 | 0.42% | 28,230 | -5,300 | -15.8% | -$25.78万 | 减仓 |
| KEY | KEYCORP | $134.70万 | 0.41% | 58,437 | 3,024 | 5.5% | $6.97万 | 加仓 |
| GM | GENERAL MTRS CO | $128.98万 | 0.40% | 16,734 | 8 | 0.0% | $617 | 加仓 |
| TOST | TOAST INC | $128.95万 | 0.40% | 46,350 | 19,600 | 73.3% | $54.53万 | 加仓 |
| KO | COCA COLA CO | $128.14万 | 0.39% | 15,767 | 760 | 5.1% | $6.18万 | 加仓 |
| FLOT | ISHARES TR | $127.98万 | 0.39% | 25,070 | 6,980 | 38.6% | $35.63万 | 加仓 |
| — | EVOLUTION PETE CORP | $124.45万 | 0.38% | 338,176 | 1,338 | 0.4% | $4,924 | 加仓 |
| PG | PROCTER & GAMBLE CO | $120.58万 | 0.37% | 8,223 | 655 | 8.7% | $9.60万 | 加仓 |
| NFLX | NETFLIX INC. | $114.43万 | 0.35% | 16,026 | 3,522 | 28.2% | $25.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $111.95万 | 0.34% | 12,754 | 1,152 | 9.9% | $10.11万 | 加仓 |
| GE | GE AEROSPACE | $106.37万 | 0.33% | 2,846 | 188 | 7.1% | $7.03万 | 加仓 |
| PFE | PFIZER INC | $106.27万 | 0.33% | 44,133 | 88 | 0.2% | $2,119 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $104.94万 | 0.32% | 11,100 | 200 | 1.8% | $1.89万 | 加仓 |
| TFC | TRUIST FINL CORP | $103.77万 | 0.32% | 20,829 | 55 | 0.3% | $2,740 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $103.72万 | 0.32% | 24,250 | -1,475 | -5.7% | -$6.31万 | 减仓 |
| MS | MORGAN STANLEY | $103.13万 | 0.32% | 4,934 | 1 | 0.0% | $209 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $100.75万 | 0.31% | 61,509 | -981 | -1.6% | -$1.61万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $99.75万 | 0.31% | 2,980 | 30 | 1.0% | $1.00万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $98.52万 | 0.30% | 104,925 | -400 | -0.4% | -$3,756 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $97.71万 | 0.30% | 21,479 | 1,243 | 6.1% | $5.65万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $97.46万 | 0.30% | 21,606 | -999 | -4.4% | -$4.51万 | 减仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $94.87万 | 0.29% | 146,635 | 37,524 | 34.4% | $24.28万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $94.11万 | 0.29% | 5,955 | 150 | 2.6% | $2.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $94.03万 | 0.29% | 2,170 | 20 | 0.9% | $8,667 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $93.77万 | 0.29% | 25,510 | 1,524 | 6.4% | $5.60万 | 加仓 |
| ETN | EATON CORP PLC | $88.52万 | 0.27% | 2,077 | -60 | -2.8% | -$2.56万 | 减仓 |
| ITT | ITT INC | $87.83万 | 0.27% | 4,441 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $85.55万 | 0.26% | 4,021 | -53 | -1.3% | -$1.13万 | 减仓 |
| AYI | ACUITY INC | $84.58万 | 0.26% | 2,246 | 2 | 0.1% | $753 | 加仓 |
| META | META PLATFORMS INC | $82.77万 | 0.25% | 1,469 | 94 | 6.8% | $5.30万 | 加仓 |