13F 机构持仓

ABLE Financial Group, LLC

SCOTTSDALE AZ · SEC CIK 0001977500

2026Q22026Q1 更早 9 个季度 🔒
$5.11亿2026Q1 申报市值
206持仓数
36.0%前十大占比 · 第一大 6.7%
21 / 20新建仓 / 清仓
申报市值走势$5.96亿2026Q2
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

FBND 6.7%
DIMENSIONAL ET 5.3%
JMUB 4.8%
IDEV 3.7%
AVUV 3.3%
IGSB 2.8%
PYLD 2.7%
VTI 2.4%
AVEM 2.2%
AAPL 2.2%

2026Q1 买入最多 按季末市值估算

GRID 新建仓+$479.70万
UUP 新建仓+$465.86万
CIBR 新建仓+$459.08万
FBND 加仓+$318.93万
SDCI 加仓+$291.32万

2026Q1 卖出最多 按季末市值估算

RDVY 减仓-$1,445.10万
STGW 减仓-$416.11万
FTGC 减仓-$309.67万
HD 减仓-$247.46万
DBX 清仓-$207.74万

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
IBKR INTERACTIVE BROKERS GROUP IN $52.72万0.10%7,860 1,38021.3% $9.26万 加仓
MCD MCDONALDS CORP $53.39万0.10%1,718 -18-1.0% -$5,594 减仓
JNJ JOHNSON & JOHNSON $54.27万0.11%2,220 -34-1.5% -$8,311 减仓
ABBV ABBVIE INC $54.90万0.11%2,524 -190-7.0% -$4.13万 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $55.18万0.11%6,348 -662-9.4% -$5.75万 减仓
DG DOLLAR GEN CORP $57.12万0.11%4,811 -501-9.4% -$5.95万 减仓
VEA VANGUARD TAX-MANAGED FDS $58.26万0.11%9,091 00.0% — 不变
ESGD ISHARES TR $58.33万0.11%6,100 -35-0.6% -$3,347 减仓
BAC BANK AMERICA CORP $58.34万0.11%11,968 -577-4.6% -$2.81万 减仓
TSLA TESLA INC $58.55万0.11%1,575 201.3% $7,435 加仓
MRK MERCK & CO INC $59.22万0.12%4,923 -384-7.2% -$4.62万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $60.11万0.12%17,801 -2,001-10.1% -$6.76万 减仓
GRMN GARMIN LTD $62.34万0.12%2,687 331.2% $7,656 加仓
BR BROADRIDGE FINL SOLUTIONS IN $62.95万0.12%3,875 53616.1% $8.71万 加仓
ZTS ZOETIS INC $64.76万0.13%5,478 1,96255.8% $23.19万 加仓
RJF RAYMOND JAMES FINL INC $65.71万0.13%4,538 2325.4% $3.36万 加仓
HAS HASBRO INC $66.15万0.13%7,067 -1,040-12.8% -$9.73万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $69.26万0.14%14,727 -1,560-9.6% -$7.34万 减仓
IVW ISHARES TR $70.66万0.14%6,247 00.0% — 不变
TMUS T-MOBILE US INC $71.64万0.14%3,411 3,411— $71.64万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $71.67万0.14%4,557 48311.9% $7.60万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.14%1 00.0% — 不变
BSV VANGUARD BD INDEX FDS $73.37万0.14%9,357 -105-1.1% -$8,233 减仓
FEP FIRST TR EXCH TRD ALPHDX FD $74.66万0.15%13,672 -476-3.4% -$2.60万 减仓
AGG ISHARES TR $75.01万0.15%7,556 -368-4.6% -$3.65万 减仓
LLY ELI LILLY & CO $76.98万0.15%837 -15-1.8% -$1.38万 减仓
ACWX ISHARES TR $79.48万0.16%11,608 00.0% — 不变
IJH ISHARES TR $80.00万0.16%11,847 -466-3.8% -$3.15万 减仓
IWD ISHARES TR $82.09万0.16%3,842 -102-2.6% -$2.18万 减仓
VOO VANGUARD INDEX FDS $82.59万0.16%1,382 -222-13.8% -$13.27万 减仓
ABT ABBOTT LABORATORIES $84.12万0.16%8,193 2713.4% $2.78万 加仓
TGT TARGET CORP $84.36万0.17%6,961 -314-4.3% -$3.81万 减仓
AVSU AMERICAN CENTY ETF TR $84.39万0.17%11,416 -11-0.1% -$813 减仓
OLLI OLLIES BARGAIN OUTLET HLDGS $86.06万0.17%9,350 1822.0% $1.68万 加仓
ISTB ISHARES TR $86.77万0.17%17,905 -40-0.2% -$1,938 减仓
QQQ INVESCO QQQ TR $87.15万0.17%1,510 38133.7% $21.99万 加仓
BLK BLACKROCK INC $87.87万0.17%914 262.9% $2.50万 加仓
VCRM VANGUARD MUN BD FDS $88.94万0.17%11,835 2752.4% $2.07万 加仓
IEI ISHARES TR $90.52万0.18%7,632 -350-4.4% -$4.15万 减仓
SHV ISHARES TR $91.48万0.18%8,287 8,287— $91.48万 新建仓
MSI MOTOROLA SOLUTIONS INC $92.34万0.18%2,128 35219.8% $15.27万 加仓
RSG REPUBLIC SVCS INC $92.77万0.18%4,236 10.0% $219 加仓
EBAY EBAY INC. $94.96万0.19%10,433 -95-0.9% -$8,647 减仓
VTEB VANGUARD MUN BD FDS $100.28万0.20%20,101 -1,152-5.4% -$5.75万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $102.31万0.20%2,135 1738.8% $8.29万 加仓
ANET ARISTA NETWORKS INC $102.37万0.20%8,338 -13-0.2% -$1,596 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $102.89万0.20%16,771 4782.9% $2.93万 加仓
AOA ISHARES TR $103.22万0.20%11,665 1,32012.8% $11.68万 加仓
— VANGUARD MUN BD FDS $112.44万0.22%10,969 10,969— $112.44万 新建仓
V VISA INC $112.79万0.22%3,732 1263.5% $3.81万 加仓
UBER UBER TECHNOLOGIES INC $112.91万0.22%15,697 1,43310.0% $10.31万 加仓
NVST ENVISTA HOLDINGS CORPORATION $118.30万0.23%46,628 46,628— $118.30万 新建仓
META META PLATFORMS INC $124.78万0.24%2,181 703.3% $4.00万 加仓
FLS FLOWSERVE CORP $130.76万0.26%17,788 -7,438-29.5% -$54.68万 减仓
UNP UNION PAC CORP $131.11万0.26%5,404 -867-13.8% -$21.03万 减仓
MUB ISHARES TR $131.37万0.26%12,376 -2,244-15.3% -$23.82万 减仓
IVV ISHARES TR $132.99万0.26%2,036 -115-5.3% -$7.51万 减仓
EQIX EQUINIX INC $133.61万0.26%1,363 -155-10.2% -$15.19万 减仓
WMT WALMART INC $133.74万0.26%10,761 180.2% $2,237 加仓
EHC ENCOMPASS HEALTH CORP $136.16万0.27%14,076 -289-2.0% -$2.80万 减仓
CVX CHEVRON CORPORATION $136.22万0.27%6,584 -360-5.2% -$7.45万 减仓
GOOG ALPHABET INC $138.07万0.27%4,813 -197-3.9% -$5.65万 减仓
CSCO CISCO SYS INC $154.09万0.30%19,859 1,4948.1% $11.59万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $154.36万0.30%45,338 -1,168-2.5% -$3.98万 减仓
DELL DELL TECHNOLOGIES INC $159.39万0.31%9,711 6707.4% $11.00万 加仓
AWK AMERICAN WTR WKS CO INC NEW $160.93万0.31%11,825 -89-0.7% -$1.21万 减仓
CRUS CIRRUS LOGIC INC $166.01万0.32%11,479 11,479— $166.01万 新建仓
KLAC KLA CORP $171.26万0.34%1,163 -324-21.8% -$47.71万 减仓
DECK DECKERS OUTDOOR CORP $171.72万0.34%17,157 17,157— $171.72万 新建仓
ITOT ISHARES TR $179.72万0.35%12,618 -1,031-7.6% -$14.68万 减仓
JPM JPMORGAN CHASE & CO $202.38万0.40%6,880 -402-5.5% -$11.82万 减仓
IEMG ISHARES INC $206.14万0.40%29,554 6222.1% $4.34万 加仓
DPZ DOMINOS PIZZA INC $207.04万0.41%5,771 -23-0.4% -$8,252 减仓
FHI FEDERATED HERMES INC $214.39万0.42%37,804 -9,200-19.6% -$52.17万 减仓
IJR ISHARES TR $215.93万0.42%17,370 2,06113.5% $25.62万 加仓
ROKU ROKU INC $218.31万0.43%23,072 -1,503-6.1% -$14.22万 减仓
IWR ISHARES TR $226.06万0.44%23,250 -966-4.0% -$9.39万 减仓
IEF ISHARES TR $231.36万0.45%24,241 1,8798.4% $17.93万 加仓
NFLX NETFLIX INC. $234.05万0.46%24,342 5,06526.3% $48.70万 加仓
— FIRST TR EXCHANGE-TRADED FD $247.71万0.48%83,821 83,821— $247.71万 新建仓
FMB FIRST TR EXCH TRADED FD III $259.95万0.51%51,312 1,1652.3% $5.90万 加仓
ENS ENERSYS $267.22万0.52%15,382 -8,644-36.0% -$150.16万 减仓
— INVESCO ACTIVELY MANAGED EXC $270.16万0.53%53,633 4,6309.4% $23.32万 加仓
VBIL VANGUARD INSTL INDEX FD $273.23万0.53%36,117 36,117— $273.23万 新建仓
XLB SELECT SECTOR SPDR TR $275.84万0.54%55,201 55,201— $275.84万 新建仓
SPDW SPDR INDEX SHS FDS $276.86万0.54%60,648 -422-0.7% -$1.93万 减仓
CSRE COHEN & STEERS ETF TRUST $278.90万0.55%106,127 106,127— $278.90万 新建仓
SYF SYNCHRONY FINANCIAL $281.17万0.55%41,337 -3,415-7.6% -$23.23万 减仓
SMMU PIMCO ETF TR $308.68万0.60%61,186 -170-0.3% -$8,577 减仓
CVS CVS HEALTH CORP $314.74万0.62%43,824 -1,221-2.7% -$8.77万 减仓
IXC ISHARES TR $327.99万0.64%56,932 50,453778.7% $290.66万 加仓
— DBX ETF TR $335.30万0.66%75,534 6,7829.9% $30.11万 加仓
GOOGL ALPHABET INC $338.62万0.66%11,776 1201.0% $3.45万 加仓
AVGO BROADCOM INC $343.10万0.67%11,085 -7-0.1% -$2,167 减仓
— DIMENSIONAL ETF TRUST $375.58万0.73%107,187 -3,945-3.5% -$13.82万 减仓
COST COSTCO WHOLESALE CORPORATION $408.31万0.80%4,098 -135-3.2% -$13.45万 减仓
AVLV AMERICAN CENTY ETF TR $453.19万0.89%56,220 6,62413.4% $53.40万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $459.08万0.90%73,242 73,242— $459.08万 新建仓
GLD SPDR GOLD TR $460.80万0.90%10,709 -542-4.8% -$23.32万 减仓
UUP INVESCO DB US DLR INDEX TR $465.86万0.91%167,696 167,696— $465.86万 新建仓