Allegiance Financial Group Advisory Services LLC
VIENNA VA · SEC CIK 0001964068
$5.78亿2026Q2 申报市值
205持仓数
62.8%前十大占比 · 第一大 11.5%
40 / 36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
VTI 加仓+$604.39万
AVLV 加仓+$402.16万
AVIG 加仓+$372.76万
DFSD 加仓+$330.43万
DFAU 加仓+$279.16万
2026Q2 卖出最多 按季末市值估算
META 清仓-$480.50万
INTC 减仓-$184.02万
EXXON MOBIL CORP 清仓-$134.79万
SNDK 减仓-$105.96万
PWZ 清仓-$61.75万
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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $120.93万 | 0.21% | 21,984 | -136 | -0.6% | -$7,481 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $122.29万 | 0.21% | 11,503 | -1,672 | -12.7% | -$17.77万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $123.75万 | 0.21% | 30,836 | 231 | 0.8% | $9,270 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $136.18万 | 0.24% | 5,362 | -191 | -3.4% | -$4.85万 | 减仓 |
| FIX | COMFORT SYS USA INC | $145.28万 | 0.25% | 733 | -93 | -11.3% | -$18.43万 | 减仓 |
| GE | GE AEROSPACE | $155.47万 | 0.27% | 4,160 | -220 | -5.0% | -$8.22万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $155.61万 | 0.27% | 35,086 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $172.66万 | 0.30% | 13,509 | -1,914 | -12.4% | -$24.46万 | 减仓 |
| AMZN | AMAZON COM INC | $183.00万 | 0.32% | 7,678 | -183 | -2.3% | -$4.36万 | 减仓 |
| NOW | SERVICENOW INC | $200.50万 | 0.35% | 20,195 | -1,067 | -5.0% | -$10.59万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $205.46万 | 0.36% | 27,989 | -3,883 | -12.2% | -$28.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $214.52万 | 0.37% | 35,939 | -6,045 | -14.4% | -$36.08万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $219.59万 | 0.38% | 26,799 | 10 | 0.0% | $819 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $226.75万 | 0.39% | 31,423 | -2,169 | -6.5% | -$15.65万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $237.50万 | 0.41% | 26,727 | -2,195 | -7.6% | -$19.50万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $245.95万 | 0.43% | 1,182 | -47 | -3.8% | -$9.78万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $249.28万 | 0.43% | 16,156 | -1,697 | -9.5% | -$26.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $257.77万 | 0.45% | 3,443 | -47 | -1.3% | -$3.52万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $270.42万 | 0.47% | 50,059 | -1,749 | -3.4% | -$9.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $277.24万 | 0.48% | 2,402 | 224 | 10.3% | $25.85万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $277.66万 | 0.48% | 22,868 | -3,180 | -12.2% | -$38.61万 | 减仓 |
| AAPL | APPLE INC | $384.96万 | 0.67% | 13,304 | -813 | -5.8% | -$23.52万 | 减仓 |
| GOOG | ALPHABET INC | $402.51万 | 0.70% | 11,392 | 920 | 8.8% | $32.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $408.34万 | 0.71% | 20,408 | 1,584 | 8.4% | $31.69万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $477.53万 | 0.83% | 57,019 | -6,672 | -10.5% | -$55.88万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $712.02万 | 1.23% | 10,367 | -643 | -5.8% | -$44.16万 | 减仓 |
| IEMG | ISHARES INC | $1,041.56万 | 1.80% | 125,731 | 5,095 | 4.2% | $42.21万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $1,388.42万 | 2.40% | 211,649 | 15,204 | 7.7% | $99.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,411.28万 | 2.44% | 37,834 | 466 | 1.2% | $17.38万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,769.24万 | 3.06% | 373,415 | 35,582 | 10.5% | $168.59万 | 加仓 |
| USHY | ISHARES TR | $2,106.42万 | 3.65% | 568,995 | 56,565 | 11.0% | $209.40万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,377.54万 | 4.12% | 576,374 | 47,358 | 9.0% | $195.35万 | 加仓 |
| IDEV | ISHARES TR | $2,381.29万 | 4.12% | 267,531 | 22,903 | 9.4% | $203.86万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $2,540.31万 | 4.40% | 328,121 | 24,702 | 8.1% | $191.24万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,774.75万 | 4.80% | 581,099 | 69,200 | 13.5% | $330.43万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,832.11万 | 4.90% | 683,919 | 90,017 | 15.2% | $372.76万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,303.80万 | 5.72% | 264,812 | 18,216 | 7.4% | $227.26万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,481.09万 | 6.03% | 673,456 | 54,007 | 8.7% | $279.16万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,740.61万 | 6.48% | 362,990 | 23,944 | 7.1% | $246.74万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $6,173.80万 | 10.69% | 676,877 | 44,092 | 7.0% | $402.16万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,666.15万 | 11.54% | 180,147 | 16,333 | 10.0% | $604.39万 | 加仓 |