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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $38.80万 | 0.14% | 5,393 | 5,393 | — | $38.80万 | 新建仓 |
| V | VISA INC | $37.88万 | 0.14% | 1,104 | -297 | -21.2% | -$10.19万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $37.80万 | 0.14% | 16,905 | 7,154 | 73.4% | $16.00万 | 加仓 |
| PWR | QUANTA SVCS INC | $37.66万 | 0.14% | 523 | -1 | -0.2% | -$720 | 减仓 |
| PAYX | PAYCHEX INC | $37.50万 | 0.14% | 3,814 | -60 | -1.5% | -$5,900 | 减仓 |
| SRE | SEMPRA | $37.08万 | 0.14% | 4,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $36.49万 | 0.13% | 3,222 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $34.55万 | 0.13% | 1,150 | -340 | -22.8% | -$10.22万 | 减仓 |
| RTX | RTX CORPORATION | $34.06万 | 0.12% | 1,795 | -103 | -5.4% | -$1.95万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $33.26万 | 0.12% | 3,890 | 0 | 0.0% | — | 不变 |
| HYGH | ISHARES U S ETF TR | $33.21万 | 0.12% | 3,835 | 3,835 | — | $33.21万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.70万 | 0.11% | 3,417 | -385 | -10.1% | -$3.46万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $30.65万 | 0.11% | 1,127 | 1,127 | — | $30.65万 | 新建仓 |
| APP | APPLOVIN CORP | $30.50万 | 0.11% | 592 | 592 | — | $30.50万 | 新建仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $29.18万 | 0.11% | 14,422 | -3,087 | -17.6% | -$6.24万 | 减仓 |
| NFLX | NETFLIX INC. | $28.31万 | 0.10% | 3,965 | -110 | -2.7% | -$7,854 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.25万 | 0.10% | 4,733 | 260 | 5.8% | $1.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $27.23万 | 0.10% | 1,072 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $26.34万 | 0.10% | 3,241 | 3,241 | — | $26.34万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $26.13万 | 0.10% | 725 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $25.87万 | 0.09% | 4,598 | 37 | 0.8% | $2,082 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.28万 | 0.09% | 250 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.74万 | 0.09% | 1,925 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $23.20万 | 0.08% | 7,281 | -2,151 | -22.8% | -$6.85万 | 减仓 |
| CSM | PROSHARES TR | $23.18万 | 0.08% | 2,720 | -60 | -2.2% | -$5,113 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $22.56万 | 0.08% | 1,950 | 1,950 | — | $22.56万 | 新建仓 |
| SNDK | SANDISK CORP | $22.28万 | 0.08% | 98 | 98 | — | $22.28万 | 新建仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $21.82万 | 0.08% | 8,200 | 8,200 | — | $21.82万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.99万 | 0.08% | 806 | 806 | — | $20.99万 | 新建仓 |
| PFE | PFIZER INC | $20.82万 | 0.08% | 8,647 | 8,647 | — | $20.82万 | 新建仓 |
| HD | HOME DEPOT INC | $20.69万 | 0.08% | 587 | 587 | — | $20.69万 | 新建仓 |
| CMI | CUMMINS INC | $20.04万 | 0.07% | 281 | 281 | — | $20.04万 | 新建仓 |
| AGNC | AGNC INVT CORP | $15.58万 | 0.06% | 14,295 | -6,207 | -30.3% | -$6.77万 | 减仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -5,932 | -100.0% | -$34.76万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,155 | -100.0% | -$27.00万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -6,735 | -100.0% | -$23.21万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -692 | -100.0% | -$22.35万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -2,470 | -100.0% | -$21.91万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -335 | -100.0% | -$20.27万 | 清仓 |