13F 机构持仓

JBR Co Financial Management Inc

ARDMORE OK · SEC CIK 0002017878

2026Q22026Q1 更早 9 个季度 🔒
$2.39亿2026Q1 申报市值
120持仓数
46.5%前十大占比 · 第一大 14.6%
0 / 0新建仓 / 清仓
申报市值走势$2.74亿2026Q2
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

NVDA 14.6%
BIL 5.1%
VGT 4.9%
SPYM 4.5%
QQQM 4.0%
AAPL 3.7%
AKRE 3.0%
QQQ 2.3%
VBIL 2.2%
UTG 2.2%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
MRK MERCK & CO INC $20.26万0.08%1,925 00.0% — 不变
ULTA ULTA BEAUTY INC $20.27万0.08%335 00.0% — 不变
VIS VANGUARD WORLD FD $21.63万0.09%725 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $21.80万0.09%9,751 00.0% — 不变
PNW PINNACLE WEST CAP CORP $21.91万0.09%2,470 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $21.98万0.09%250 00.0% — 不变
AGNC AGNC INVT CORP $21.98万0.09%20,502 00.0% — 不变
PWR QUANTA SVCS INC $22.12万0.09%524 00.0% — 不变
CSM PROSHARES TR $22.15万0.09%2,780 00.0% — 不变
JNJ JOHNSON & JOHNSON $22.18万0.09%1,072 00.0% — 不变
IWO ISHARES TR $22.35万0.09%692 00.0% — 不变
AR ANTERO RESOURCES CORP $23.21万0.10%6,735 00.0% — 不变
ROBT FIRST TR EXCHANGE TRADED FD $23.66万0.10%4,561 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $24.05万0.10%4,473 00.0% — 不变
ABT ABBOTT LABORATORIES $27.00万0.11%2,155 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $27.17万0.11%3,802 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $28.31万0.12%589 00.0% — 不变
FXN FIRST TR EXCHANGE-TRADED FD $28.84万0.12%17,509 00.0% — 不变
VXUS VANGUARD STAR FDS $29.35万0.12%3,890 00.0% — 不变
IQQQ PROSHARES TR $29.69万0.12%6,675 00.0% — 不变
LITE LUMENTUM HLDGS INC $33.14万0.14%899 00.0% — 不变
MU MICRON TECHNOLOGY INC $33.25万0.14%1,165 00.0% — 不变
ET ENERGY TRANSFER L P $33.62万0.14%20,391 00.0% — 不变
MTUM ISHARES TR $34.42万0.14%1,375 00.0% — 不变
D DOMINION ENERGY INC $34.76万0.15%5,932 00.0% — 不变
RTX RTX CORPORATION $34.81万0.15%1,898 00.0% — 不变
SRE SEMPRA $35.32万0.15%4,000 00.0% — 不变
ENB ENBRIDGE INC $35.77万0.15%7,478 00.0% — 不变
WMT WALMART INC $35.90万0.15%3,222 00.0% — 不变
IWM ISHARES TR $36.68万0.15%1,490 00.0% — 不变
NFLX NETFLIX INC. $38.21万0.16%4,075 00.0% — 不变
PG PROCTER & GAMBLE CO $38.64万0.16%2,696 00.0% — 不变
ISPY PROSHARES TR $38.88万0.16%8,520 00.0% — 不变
F FORD MTR CO $38.96万0.16%29,692 00.0% — 不变
XMHQ INVESCO EXCHANGE TRADED FD T $39.41万0.16%3,848 00.0% — 不变
— GUGGENHEIM TAXABLE MUNICP BO $43.35万0.18%29,052 00.0% — 不变
PAYX PAYCHEX INC $43.46万0.18%3,874 00.0% — 不变
BITB BITWISE BITCOIN ETF TR $44.86万0.19%9,432 00.0% — 不变
SBUX STARBUCKS CORP $45.01万0.19%5,345 00.0% — 不变
XLV SELECT SECTOR SPDR TR $48.07万0.20%3,105 00.0% — 不变
IWF ISHARES TR $48.94万0.20%1,034 00.0% — 不变
V VISA INC $49.13万0.21%1,401 00.0% — 不变
ARCC ARES CAPITAL CORP $50.54万0.21%24,985 00.0% — 不变
DG DOLLAR GEN CORP $51.06万0.21%3,846 00.0% — 不变
BXMT BLACKSTONE MORTGAGE TRUST IN $52.32万0.22%27,350 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $53.45万0.22%3,555 00.0% — 不变
PKW INVESCO EXCHANGE TRADED FD T $55.43万0.23%4,127 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $57.90万0.24%849 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $57.92万0.24%1,906 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $63.01万0.26%2,867 00.0% — 不变
AB ALLIANCEBERNSTEIN HLDG L P $63.11万0.26%16,401 00.0% — 不变
EOG EOG RES INC $63.41万0.27%6,038 00.0% — 不变
VFH VANGUARD WORLD FD $64.29万0.27%4,816 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $65.62万0.27%21,821 00.0% — 不变
PTLC PACER FDS TR $66.11万0.28%11,894 00.0% — 不变
PSCT INVESCO EXCH TRADED FD TR II $71.99万0.30%12,718 00.0% — 不变
ATO ATMOS ENERGY CORP $73.84万0.31%4,405 00.0% — 不变
GLD SPDR GOLD TR $74.47万0.31%1,879 00.0% — 不变
ORCL ORACLE CORP $75.14万0.31%3,855 00.0% — 不变
NLR VANECK ETF TRUST $75.70万0.32%6,095 00.0% — 不变
— EXXON MOBIL CORP $76.21万0.32%6,333 00.0% — 不变
LGLV SPDR SERIES TRUST $77.06万0.32%4,389 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $78.42万0.33%5,007 00.0% — 不变
AVGO BROADCOM INC $84.38万0.35%2,438 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $91.03万0.38%33,185 00.0% — 不变
GLDM WORLD GOLD TR $95.53万0.40%11,190 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $101.34万0.42%31,611 00.0% — 不变
DUK DUKE ENERGY CORP NEW $104.45万0.44%8,911 00.0% — 不变
PSX PHILLIPS 66 $106.43万0.45%8,248 00.0% — 不变
BANF BANCFIRST CORP $106.74万0.45%10,068 00.0% — 不变
GCOW PACER FDS TR $115.16万0.48%27,939 00.0% — 不变
ABBV ABBVIE INC $115.48万0.48%5,054 00.0% — 不变
XLU SELECT SECTOR SPDR TR $118.30万0.50%27,712 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $120.64万0.51%6,787 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $120.64万0.51%1,399 00.0% — 不变
VRT VERTIV HOLDINGS CO $126.64万0.53%7,817 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $130.76万0.55%32,103 00.0% — 不变
COWG PACER FDS TR $140.33万0.59%39,855 00.0% — 不变
CALF PACER FDS TR $159.68万0.67%35,987 00.0% — 不变
PTNQ PACER FDS TR $160.62万0.67%20,422 00.0% — 不变
OKE ONEOK INC NEW $169.14万0.71%23,012 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $169.89万0.71%52,081 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $173.39万0.73%12,523 00.0% — 不变
IYJ ISHARES TR $175.54万0.73%11,847 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $180.79万0.76%8,442 00.0% — 不变
MSFT MICROSOFT CORP $181.07万0.76%3,744 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $184.92万0.77%6,243 00.0% — 不变
O REALTY INCOME CORP $199.62万0.84%35,413 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD $202.63万0.85%135,086 00.0% — 不变
SPMO INVESCO EXCH TRADED FD TR II $203.40万0.85%17,047 00.0% — 不变
XLF SELECT SECTOR SPDR TR $203.90万0.85%37,229 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $217.54万0.91%30,210 00.0% — 不变
ITA ISHARES TR $240.07万1.01%11,182 00.0% — 不变
XLE SELECT SECTOR SPDR TR $249.35万1.04%55,770 00.0% — 不变
META META PLATFORMS INC $259.09万1.08%3,925 00.0% — 不变
SPAB SPDR SERIES TRUST $259.86万1.09%100,915 00.0% — 不变
— VANECK ETF TRUST $262.55万1.10%10,523 00.0% — 不变
TSLA TESLA INC $275.63万1.15%6,129 00.0% — 不变
BX BLACKSTONE INC $278.11万1.16%18,043 00.0% — 不变
OGE OGE ENERGY CORP $282.99万1.18%66,273 00.0% — 不变