ABLE Financial Group, LLC
SCOTTSDALE AZ · SEC CIK 0001977500
$5.96亿2026Q2 申报市值
222持仓数
36.2%前十大占比 · 第一大 6.0%
18 / 7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
TLH 加仓+$771.00万
JMUB 加仓+$461.48万
IDEV 加仓+$349.10万
ROBT 新建仓+$309.98万
VANGUARD MUN BD 加仓+$282.33万
2026Q2 卖出最多 按季末市值估算
UUP 清仓-$465.86万
BILZ 减仓-$253.48万
DPZ 清仓-$207.04万
DELL 减仓-$189.58万
VBIL 减仓-$105.35万
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 |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | $555.25万 | 0.93% | 60,876 | 4,656 | 8.3% | $42.47万 | 加仓 |
| EFA | ISHARES TR | $575.79万 | 0.97% | 55,428 | -137 | -0.2% | -$1.42万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $576.41万 | 0.97% | 213,091 | 6,253 | 3.0% | $16.91万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $582.48万 | 0.98% | 71,858 | -8,366 | -10.4% | -$67.81万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $604.80万 | 1.01% | 31,541 | 2,216 | 7.6% | $42.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $617.89万 | 1.04% | 16,564 | 1,544 | 10.3% | $57.60万 | 加仓 |
| SDCI | USCF ETF TR | $622.82万 | 1.05% | 235,561 | 16,154 | 7.4% | $42.71万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $685.02万 | 1.15% | 51,409 | 3,253 | 6.8% | $43.35万 | 加仓 |
| AMZN | AMAZON COM INC | $690.49万 | 1.16% | 28,971 | 1,156 | 4.2% | $27.55万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $701.50万 | 1.18% | 78,075 | 4,833 | 6.6% | $43.42万 | 加仓 |
| IAU | ISHARES GOLD TR | $826.37万 | 1.39% | 109,438 | 10,144 | 10.2% | $76.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $929.55万 | 1.56% | 113,387 | -724 | -0.6% | -$5.94万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $945.69万 | 1.59% | 106,019 | -373 | -0.4% | -$3.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $993.97万 | 1.67% | 49,676 | 7,661 | 18.2% | $153.29万 | 加仓 |
| MLN | VANECK ETF TRUST | $1,024.24万 | 1.72% | 576,062 | -22,073 | -3.7% | -$39.25万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,148.69万 | 1.93% | 237,186 | 11,431 | 5.1% | $55.36万 | 加仓 |
| STGW | STAGWELL INC | $1,156.56万 | 1.94% | 1,556,607 | -552 | -0.0% | -$4,101 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,189.54万 | 2.00% | 220,204 | 24,604 | 12.6% | $132.91万 | 加仓 |
| AAPL | APPLE INC | $1,345.78万 | 2.26% | 46,509 | 2,862 | 6.6% | $82.81万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,426.37万 | 2.39% | 537,848 | 7,814 | 1.5% | $20.72万 | 加仓 |
| TLH | ISHARES TR | $1,458.06万 | 2.45% | 145,297 | 76,831 | 112.2% | $771.00万 | 加仓 |
| IGSB | ISHARES TR | $1,509.26万 | 2.53% | 287,972 | 19,465 | 7.2% | $102.02万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,534.69万 | 2.58% | 159,052 | 18,261 | 13.0% | $176.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,534.99万 | 2.58% | 41,482 | 3,739 | 9.9% | $138.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,096.27万 | 3.52% | 168,024 | 15,199 | 9.9% | $189.62万 | 加仓 |
| IDEV | ISHARES TR | $2,352.13万 | 3.95% | 264,255 | 39,220 | 17.4% | $349.10万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,950.91万 | 4.95% | 582,550 | 91,102 | 18.5% | $461.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,082.88万 | 5.17% | 694,969 | 885 | 0.1% | $3.93万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,601.33万 | 6.04% | 791,676 | 44,127 | 5.9% | $200.73万 | 加仓 |