13F 机构持仓

ABLE Financial Group, LLC

SCOTTSDALE AZ · SEC CIK 0001977500

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.0%
DIMENSIONAL ET 5.2%
JMUB 5.0%
IDEV 3.9%
AVUV 3.5%
VTI 2.6%
AVEM 2.6%
IGSB 2.5%
TLH 2.4%
PYLD 2.4%

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
VCRM VANGUARD MUN BD FDS $90.42万0.15%11,835 00.0% — 不变
RSG REPUBLIC SVCS INC $90.01万0.15%4,224 -12-0.3% -$2,557 减仓
IEI ISHARES TR $89.64万0.15%7,632 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $88.43万0.15%2,129 10.0% $415 加仓
ACWX ISHARES TR $88.35万0.15%11,608 00.0% — 不变
BLK BLACKROCK INC $88.01万0.15%915 10.1% $962 加仓
TGT TARGET CORP $87.57万0.15%6,705 -256-3.7% -$3.34万 减仓
OLLI OLLIES BARGAIN OUTLET HLDGS $87.22万0.15%11,345 1,99521.3% $15.34万 加仓
ISTB ISHARES TR $86.39万0.14%17,905 00.0% — 不变
IVW ISHARES TR $85.92万0.14%6,247 00.0% — 不变
FEP FIRST TR EXCH TRD ALPHDX FD $77.90万0.13%13,654 -18-0.1% -$1,027 减仓
AGG ISHARES TR $77.89万0.13%7,869 3134.1% $3.10万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.13%1 00.0% — 不变
BSV VANGUARD BD INDEX FDS $72.90万0.12%9,357 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $70.76万0.12%14,686 -41-0.3% -$1,975 减仓
SOXX ISHARES TR $69.97万0.12%1,092 00.0% — 不变
BUFR FIRST TR EXCHNG TRADED FD VI $67.62万0.11%18,510 7094.0% $2.59万 加仓
TSLA TESLA INC $66.96万0.11%1,592 171.1% $7,150 加仓
BAC BANK OF AMER CORP $66.06万0.11%11,594 -374-3.1% -$2.13万 减仓
VEA VANGUARD TAX-MANAGED FDS $64.61万0.11%9,068 -23-0.3% -$1,639 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $64.48万0.11%16,649 -122-0.7% -$4,725 减仓
MRK MERCK & CO INC $63.26万0.11%4,923 00.0% — 不变
GRMN GARMIN LTD $63.26万0.11%2,663 -24-0.9% -$5,701 减仓
ESGD ISHARES TR $62.76万0.11%6,104 40.1% $411 加仓
ABBV ABBVIE INC $62.70万0.11%2,492 -32-1.3% -$8,051 减仓
IWM ISHARES TR $60.75万0.10%2,022 -34-1.7% -$1.02万 减仓
TXN TEXAS INSTRS INC $60.06万0.10%2,015 32819.4% $9.78万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $60.04万0.10%5,226 200.4% $2,298 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $59.22万0.10%1,240 -305-19.7% -$14.57万 减仓
RJF RAYMOND JAMES FINL INC $59.17万0.10%3,892 -646-14.2% -$9.82万 减仓
KMB KIMBERLY-CLARK CORP $58.56万0.10%5,334 -66-1.2% -$7,245 减仓
GS GOLDMAN SACHS GROUP INC $57.24万0.10%566 20.4% $2,023 加仓
HAS HASBRO INC $56.97万0.10%6,898 -169-2.4% -$1.40万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $56.40万0.09%6,480 -1,380-17.6% -$12.01万 减仓
JNJ JOHNSON & JOHNSON $55.92万0.09%2,202 -18-0.8% -$4,571 减仓
DG DOLLAR GEN CORP $55.14万0.09%4,791 -20-0.4% -$2,302 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $53.84万0.09%5,687 -661-10.4% -$6.26万 减仓
IBM INTERNATIONAL BUSINESS MACHS $53.74万0.09%1,911 -68-3.4% -$1.91万 减仓
RSP INVESCO EXCHANGE TRADED FD T $53.68万0.09%2,523 572.3% $1.21万 加仓
TMUS T-MOBILE US INC $53.68万0.09%3,200 -211-6.2% -$3.54万 减仓
AMAT APPLIED MATLS INC $50.83万0.09%703 -41-5.5% -$2.96万 减仓
BNDW VANGUARD SCOTTSDALE FDS $50.03万0.08%7,300 -12,990-64.0% -$89.02万 重新持有
ROK ROCKWELL AUTOMATION INC $48.81万0.08%986 00.0% — 不变
XLU SELECT SECTOR SPDR TR $48.77万0.08%10,756 00.0% — 不变
PKG PACKAGING CORP AMER $48.50万0.08%2,035 -23-1.1% -$5,482 减仓
ICE INTERCONTINENTAL EXCHANGE IN $48.43万0.08%3,934 -623-13.7% -$7.67万 减仓
VLO VALERO ENERGY CORP $47.84万0.08%1,837 43931.4% $11.43万 加仓
VWO VANGUARD INTL EQUITY INDEX F $47.38万0.08%7,938 00.0% — 不变
MCD MCDONALDS CORP $46.47万0.08%1,719 10.1% $270 加仓
ESGU ISHARES TR $45.89万0.08%2,804 00.0% — 不变
LQD ISHARES TR $45.34万0.08%4,157 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $43.37万0.07%3,167 -708-18.3% -$9.70万 减仓
MAR MARRIOTT INTL INC NEW $41.88万0.07%1,130 00.0% — 不变
AFL AFLAC INC $41.67万0.07%3,554 -26-0.7% -$3,049 减仓
LRCX LAM RESEARCH CORP $41.60万0.07%960 161.7% $6,933 加仓
CI THE CIGNA GROUP $41.11万0.07%1,491 1,491— $41.11万 新建仓
PEP PEPSICO INC $41.04万0.07%3,031 -170-5.3% -$2.30万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $40.77万0.07%1,218 423.6% $1.41万 加仓
SPYG SPDR SERIES TRUST $40.61万0.07%3,413 -2-0.1% -$238 减仓
CAH CARDINAL HEALTH INC $37.91万0.06%1,596 00.0% — 不变
ORCL ORACLE CORP $37.90万0.06%2,586 -12-0.5% -$1,759 减仓
VTV VANGUARD INDEX FDS $37.14万0.06%1,704 00.0% — 不变
ABT ABBOTT LABORATORIES $36.88万0.06%4,064 -4,129-50.4% -$37.47万 减仓
DGRO ISHARES TR $36.59万0.06%4,828 -359-6.9% -$2.72万 减仓
AOR ISHARES TR $35.70万0.06%5,137 79018.2% $5.49万 加仓
LOW LOWES COS INC $35.63万0.06%1,616 -68-4.0% -$1.50万 减仓
PG PROCTER & GAMBLE CO $35.47万0.06%2,419 -1-0.0% -$147 减仓
RMD RESMED INC $33.71万0.06%1,730 -461-21.0% -$8.98万 减仓
XLRE SELECT SECTOR SPDR TR $33.36万0.06%7,577 00.0% — 不变
— EXXON MOBIL CORP $32.29万0.05%2,362 00.0% — 不变
AVSE AMERICAN CENTY ETF TR $32.14万0.05%3,927 -18-0.5% -$1,473 减仓
DVY ISHARES TR $31.90万0.05%2,041 00.0% — 不变
QCOM QUALCOMM INC $30.88万0.05%1,671 00.0% — 不变
FTA FIRST TR EXCHANGE-TRADED ALP $30.84万0.05%3,186 -91-2.8% -$8,809 减仓
FEM FIRST TR EXCH TRD ALPHDX FD $30.32万0.05%9,479 1,04512.4% $3.34万 加仓
ALL ALLSTATE CORP $29.91万0.05%1,257 -495-28.3% -$11.78万 减仓
CRWD CROWDSTRIKE HLDGS INC $29.69万0.05%389 389— $29.69万 新建仓
TIP ISHARES TR $29.46万0.05%2,692 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $29.07万0.05%6,667 -412-5.8% -$1.80万 减仓
MA MASTERCARD INCORPORATED $28.81万0.05%561 -1-0.2% -$514 减仓
DFLV DIMENSIONAL ETF TRUST $28.49万0.05%7,205 -103-1.4% -$4,073 减仓
VUG VANGUARD INDEX FDS $28.43万0.05%3,300 00.0% — 不变
CAT CATERPILLAR INC $28.31万0.05%266 266— $28.31万 新建仓
FEX FIRST TR EXCHANGE-TRADED ALP $28.20万0.05%2,016 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $28.15万0.05%1,257 00.0% — 不变
LH LABCORP HOLDINGS INC $28.00万0.05%1,000 00.0% — 不变
HD HOME DEPOT INC $27.97万0.05%793 -121-13.2% -$4.27万 减仓
VGSH VANGUARD SCOTTSDALE FDS $27.76万0.05%4,770 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $27.33万0.05%2,968 -1-0.0% -$92 减仓
C CITIGROUP INC $27.21万0.05%1,944 -37-1.9% -$5,179 减仓
VXF VANGUARD INDEX FDS $26.98万0.05%1,096 -28-2.5% -$6,894 减仓
MPC MARATHON PETE CORP $26.82万0.05%1,049 1,049— $26.82万 新建仓
VO VANGUARD INDEX FDS $26.78万0.04%3,324 00.0% — 不变
— ISHARES U S ETF TR $26.53万0.04%10,094 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $26.35万0.04%1,213 -48-3.8% -$1.04万 减仓
XLK SELECT SECTOR SPDR TR $26.33万0.04%1,382 -2,780-66.8% -$52.97万 重新持有
DIA STATE STR SPDR DOW JONES IND $25.86万0.04%495 00.0% — 不变
AFLG FIRST TR EXCHNG TRADED FD VI $24.85万0.04%5,724 1382.5% $5,992 重新持有
PH PARKER-HANNIFIN CORP $24.84万0.04%254 00.0% — 不变
SNDK SANDISK CORP $24.56万0.04%108 -233-68.3% -$52.98万 减仓