Red Mountain Financial, LLC
FORT COLLINS CO · SEC CIK 0001997650
$1.19亿2026Q2 申报市值
82持仓数
45.2%前十大占比 · 第一大 10.6%
10 / 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
JMST 加仓+$82.74万
HYS 新建仓+$75.28万
VPLS 加仓+$73.46万
SCHD 加仓+$65.04万
INTC 新建仓+$56.16万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$115.43万
EXXON MOBIL CORP 清仓-$55.15万
IAU 减仓-$29.45万
PFE 清仓-$29.39万
MMM 清仓-$27.54万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $1,258.33万 | 10.56% | 396,823 | 20,512 | 5.5% | $65.04万 | 加仓 |
| AAPL | APPLE INC | $603.41万 | 5.06% | 20,853 | 257 | 1.2% | $7.44万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $558.57万 | 4.69% | 121,297 | 3,631 | 3.1% | $16.72万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $485.80万 | 4.08% | 153,104 | 11,212 | 7.9% | $35.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $483.73万 | 4.06% | 9,667 | 816 | 9.2% | $40.83万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $434.05万 | 3.64% | 55,952 | 9,469 | 20.4% | $73.46万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $411.82万 | 3.46% | 81,300 | 10,589 | 15.0% | $53.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $408.03万 | 3.42% | 20,392 | -676 | -3.2% | -$13.53万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $374.30万 | 3.14% | 82,282 | 2,435 | 3.0% | $11.08万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $368.18万 | 3.09% | 39,428 | 1,053 | 2.7% | $9.83万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $349.59万 | 2.93% | 44,872 | 696 | 1.6% | $5.42万 | 加仓 |
| GOOGL | ALPHABET INC | $304.37万 | 2.55% | 8,517 | 414 | 5.1% | $14.80万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $298.06万 | 2.50% | 58,443 | 16,224 | 38.4% | $82.74万 | 加仓 |
| IAU | ISHARES GOLD TR | $297.75万 | 2.50% | 39,432 | -3,900 | -9.0% | -$29.45万 | 减仓 |
| AVGO | BROADCOM INC | $296.57万 | 2.49% | 7,851 | -23 | -0.3% | -$8,688 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $279.93万 | 2.35% | 33,935 | 2,731 | 8.8% | $22.53万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $272.32万 | 2.28% | 32,516 | -41 | -0.1% | -$3,434 | 减仓 |
| SPTM | SPDR SERIES TRUST | $257.57万 | 2.16% | 28,370 | 2,098 | 8.0% | $19.05万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $247.43万 | 2.08% | 43,809 | 8,813 | 25.2% | $49.78万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $210.50万 | 1.77% | 41,625 | 1,594 | 4.0% | $8.06万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $199.66万 | 1.68% | 39,607 | 677 | 1.7% | $3.41万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $198.01万 | 1.66% | 8,368 | 8 | 0.1% | $1,893 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $161.69万 | 1.36% | 1,728 | 152 | 9.6% | $14.22万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $130.86万 | 1.10% | 34,382 | 850 | 2.5% | $3.24万 | 加仓 |
| CTVA | CORTEVA INC | $121.10万 | 1.02% | 14,299 | 1 | 0.0% | $85 | 加仓 |
| VXF | VANGUARD INDEX FDS | $116.24万 | 0.98% | 4,721 | 19 | 0.4% | $4,678 | 加仓 |
| WMT | WALMART INC | $115.94万 | 0.97% | 10,236 | 297 | 3.0% | $3.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $112.63万 | 0.94% | 30,547 | 2,194 | 7.7% | $8.09万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $108.28万 | 0.91% | 38,153 | 5,286 | 16.1% | $15.00万 | 加仓 |
| VHT | VANGUARD WORLD FD | $107.41万 | 0.90% | 3,592 | 473 | 15.2% | $14.14万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $106.28万 | 0.89% | 2,086 | 185 | 9.7% | $9.43万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $104.15万 | 0.87% | 6,377 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $93.93万 | 0.79% | 2,518 | 88 | 3.6% | $3.28万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $93.64万 | 0.79% | 28,212 | 154 | 0.5% | $5,111 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $93.59万 | 0.79% | 27,658 | 3,120 | 12.7% | $10.56万 | 加仓 |
| CAT | CATERPILLAR INC | $86.37万 | 0.72% | 811 | -81 | -9.1% | -$8.63万 | 减仓 |
| VGT | VANGUARD WORLD FD | $86.06万 | 0.72% | 7,201 | -111 | -1.5% | -$1.33万 | 减仓 |
| HYS | PIMCO ETF TR | $75.28万 | 0.63% | 8,050 | 8,050 | — | $75.28万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $74.28万 | 0.62% | 14,079 | 175 | 1.3% | $9,233 | 加仓 |
| VTI | VANGUARD INDEX FDS | $73.24万 | 0.61% | 1,979 | 179 | 9.9% | $6.62万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $63.30万 | 0.53% | 10,300 | 6,035 | 141.5% | $37.09万 | 加仓 |
| UTES | ETFIS SER TR I | $57.85万 | 0.49% | 7,077 | 17 | 0.2% | $1,390 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $57.67万 | 0.48% | 4,252 | -8,510 | -66.7% | -$115.43万 | 减仓 |
| INTC | INTEL CORP | $56.16万 | 0.47% | 4,022 | 4,022 | — | $56.16万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $54.79万 | 0.46% | 11,333 | 11,333 | — | $54.79万 | 新建仓 |
| HD | HOME DEPOT INC | $52.78万 | 0.44% | 1,497 | -85 | -5.4% | -$3.00万 | 减仓 |
| UNP | UNION PAC CORP | $45.28万 | 0.38% | 1,665 | -548 | -24.8% | -$14.90万 | 减仓 |
| XOM | EXXON MOBIL CORP | $44.44万 | 0.37% | 3,251 | 3,251 | — | $44.44万 | 新建仓 |
| MRK | MERCK & CO INC | $41.73万 | 0.35% | 3,247 | -468 | -12.6% | -$6.01万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $40.84万 | 0.34% | 6,044 | 6,044 | — | $40.84万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $38.33万 | 0.32% | 1,509 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $37.68万 | 0.32% | 3,907 | -217 | -5.3% | -$2.09万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $36.50万 | 0.31% | 7,320 | -960 | -11.6% | -$4.79万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.22万 | 0.30% | 12,508 | -110 | -0.9% | -$3,186 | 减仓 |
| SPSM | SPDR SERIES TRUST | $36.19万 | 0.30% | 6,275 | 678 | 12.1% | $3.91万 | 加仓 |
| CMI | CUMMINS INC | $36.15万 | 0.30% | 507 | -28 | -5.2% | -$2.00万 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.65万 | 0.30% | 2,151 | 4 | 0.2% | $663 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $35.17万 | 0.30% | 2,217 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $34.23万 | 0.29% | 2,334 | 3 | 0.1% | $440 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $33.93万 | 0.28% | 7,738 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $32.92万 | 0.28% | 1,218 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $31.68万 | 0.27% | 3,932 | 568 | 16.9% | $4.58万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.35万 | 0.26% | 310 | 0 | 0.0% | — | 不变 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $31.03万 | 0.26% | 2,782 | 199 | 7.7% | $2.22万 | 加仓 |
| AMGN | AMGEN INC | $30.32万 | 0.25% | 837 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $29.45万 | 0.25% | 4,950 | 4,950 | — | $29.45万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $29.27万 | 0.25% | 2,815 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.75万 | 0.24% | 385 | -67 | -14.8% | -$5.00万 | 减仓 |
| IXUS | ISHARES TR | $28.62万 | 0.24% | 2,998 | 22 | 0.7% | $2,100 | 加仓 |
| ALL | ALLSTATE CORP | $28.15万 | 0.24% | 1,183 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $28.14万 | 0.24% | 9,048 | 9,048 | — | $28.14万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.08万 | 0.23% | 963 | 2 | 0.2% | $563 | 加仓 |
| DOW | DOW HLDGS INC | $26.85万 | 0.23% | 9,814 | 5 | 0.1% | $137 | 加仓 |
| DE | DEERE & CO | $25.07万 | 0.21% | 395 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $24.25万 | 0.20% | 4,535 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $24.14万 | 0.20% | 4,806 | 502 | 11.7% | $2.52万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.75万 | 0.19% | 1,450 | 1,450 | — | $22.75万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.98万 | 0.18% | 698 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $21.85万 | 0.18% | 3,890 | -204 | -5.0% | -$1.15万 | 减仓 |
| VST | VISTRA CORP | $21.21万 | 0.18% | 1,337 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $20.71万 | 0.17% | 683 | 683 | — | $20.71万 | 新建仓 |
| IVV | ISHARES TR | $20.02万 | 0.17% | 267 | 267 | — | $20.02万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,251 | -100.0% | -$55.15万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,466 | -100.0% | -$29.39万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,897 | -100.0% | -$27.54万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,256 | -100.0% | -$26.83万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -2,215 | -100.0% | -$22.32万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,070 | -100.0% | -$22.05万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,203 | -100.0% | -$20.49万 | 清仓 |