JBR Co Financial Management Inc
ARDMORE OK · SEC CIK 0002017878
$2.74亿2026Q2 申报市值
133持仓数
47.0%前十大占比 · 第一大 13.2%
19 / 6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
VBIL 加仓+$958.79万
VGT 加仓+$262.54万
SPYM 加仓+$214.68万
QQQM 加仓+$188.02万
SPMO 加仓+$183.32万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$854.81万
FTEC 减仓-$221.13万
AKRE 减仓-$153.54万
COWZ 减仓-$149.99万
NVDA 减仓-$127.92万
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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $157.10万 | 0.57% | 9,293 | 1,045 | 12.7% | $17.67万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $163.69万 | 0.60% | 5,821 | -422 | -6.8% | -$11.87万 | 减仓 |
| TSLA | TESLA INC | $164.24万 | 0.60% | 3,905 | -2,224 | -36.3% | -$93.54万 | 减仓 |
| BX | BLACKSTONE INC | $189.77万 | 0.69% | 16,127 | -1,916 | -10.6% | -$22.55万 | 减仓 |
| IYJ | ISHARES TR | $190.36万 | 0.69% | 11,423 | -424 | -3.6% | -$7.07万 | 减仓 |
| META | META PLATFORMS INC | $207.74万 | 0.76% | 3,688 | -237 | -6.0% | -$13.35万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $208.29万 | 0.76% | 6,221 | -1,596 | -20.4% | -$53.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $208.46万 | 0.76% | 1,806 | 641 | 55.0% | $73.99万 | 加仓 |
| O | REALTY INCOME CORP | $211.64万 | 0.77% | 34,158 | -1,255 | -3.5% | -$7.78万 | 减仓 |
| OKE | ONEOK INC NEW | $227.29万 | 0.83% | 26,144 | 3,132 | 13.6% | $27.23万 | 加仓 |
| — | VANECK ETF TRUST | $241.63万 | 0.88% | 9,448 | -1,075 | -10.2% | -$27.49万 | 减仓 |
| COWZ | PACER FDS TR | $251.62万 | 0.92% | 40,454 | -24,114 | -37.3% | -$149.99万 | 减仓 |
| ITA | ISHARES TR | $260.65万 | 0.95% | 10,752 | -430 | -3.8% | -$10.42万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $263.29万 | 0.96% | 15,475 | 2,952 | 23.6% | $50.23万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $274.73万 | 1.00% | 9,620 | -7,743 | -44.6% | -$221.13万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $280.97万 | 1.03% | 52,903 | -2,867 | -5.1% | -$15.23万 | 减仓 |
| OGE | OGE ENERGY CORP | $307.81万 | 1.12% | 63,257 | -3,016 | -4.6% | -$14.68万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $327.63万 | 1.20% | 148,654 | 11,748 | 8.6% | $25.89万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $340.47万 | 1.24% | 133,412 | 32,497 | 32.2% | $82.93万 | 加仓 |
| BIL | SPDR SERIES TRUST | $358.92万 | 1.31% | 39,166 | -93,279 | -70.4% | -$854.81万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $373.62万 | 1.36% | 39,904 | 9,694 | 32.1% | $90.76万 | 加仓 |
| — | PACER FDS TR | $381.15万 | 1.39% | 83,777 | 1,764 | 2.2% | $8.03万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $409.28万 | 1.49% | 26,974 | -2,179 | -7.5% | -$33.06万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $425.13万 | 1.55% | 79,927 | -28,866 | -26.5% | -$153.54万 | 减仓 |
| GOOG | ALPHABET INC | $430.21万 | 1.57% | 12,176 | -650 | -5.1% | -$22.97万 | 减仓 |
| AMZN | AMAZON COM INC | $434.78万 | 1.59% | 18,242 | 153 | 0.8% | $3.65万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $458.69万 | 1.67% | 28,395 | 11,348 | 66.6% | $183.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $467.46万 | 1.71% | 28,201 | -712 | -2.5% | -$11.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $471.52万 | 1.72% | 8,117 | -325 | -3.8% | -$18.88万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $544.73万 | 1.99% | 40,880 | 6,535 | 19.0% | $87.08万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $581.39万 | 2.12% | 142,777 | 665 | 0.5% | $2.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $605.32万 | 2.21% | 8,220 | -619 | -7.0% | -$45.58万 | 减仓 |
| CAT | CATERPILLAR INC | $660.77万 | 2.41% | 6,205 | -47 | -0.8% | -$5.01万 | 减仓 |
| AAPL | APPLE INC | $897.16万 | 3.27% | 31,005 | -1,650 | -5.1% | -$47.74万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,328.47万 | 4.85% | 43,848 | 6,206 | 16.5% | $188.02万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,404.98万 | 5.13% | 159,875 | 24,429 | 18.0% | $214.68万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,489.78万 | 5.44% | 196,853 | 126,690 | 180.6% | $958.79万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,757.30万 | 6.41% | 147,030 | 21,966 | 17.6% | $262.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,604.93万 | 13.15% | 180,166 | -6,393 | -3.4% | -$127.92万 | 减仓 |