AGH Wealth Advisors, LLC
Wichita KS · SEC CIK 0002061010
$1.36亿2026Q1 申报市值
123持仓数
47.6%前十大占比 · 第一大 10.2%
13 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JBND 加仓+$257.55万
AVEM 新建仓+$210.58万
NLR 新建仓+$140.60万
DTCR 新建仓+$112.93万
SLV 新建仓+$107.71万
2026Q1 卖出最多 按季末市值估算
AVDE 减仓-$252.56万
QQQM 减仓-$156.10万
SPY 减仓-$152.35万
SHY 减仓-$141.48万
NOW 清仓-$29.03万
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $90.28万 | 0.66% | 2,987 | -90 | -2.9% | -$2.72万 | 减仓 |
| EVRG | EVERGY INC | $103.05万 | 0.76% | 12,579 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $107.71万 | 0.79% | 15,807 | 15,807 | — | $107.71万 | 新建仓 |
| DTCR | GLOBAL X FDS | $112.93万 | 0.83% | 47,131 | 47,131 | — | $112.93万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $116.13万 | 0.85% | 4,751 | 237 | 5.3% | $5.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $120.33万 | 0.89% | 2,511 | 114 | 4.8% | $5.46万 | 加仓 |
| NFLX | NETFLIX INC. | $121.29万 | 0.89% | 12,614 | 1,474 | 13.2% | $14.17万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $124.94万 | 0.92% | 24,888 | 1,156 | 4.9% | $5.80万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $130.71万 | 0.96% | 11,754 | 452 | 4.0% | $5.03万 | 加仓 |
| NLR | VANECK ETF TRUST | $140.60万 | 1.03% | 10,556 | 10,556 | — | $140.60万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $154.66万 | 1.14% | 19,169 | -612 | -3.1% | -$4.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $175.42万 | 1.29% | 5,963 | -8 | -0.1% | -$2,353 | 减仓 |
| — | EXXON MOBIL CORP | $186.24万 | 1.37% | 10,977 | 117 | 1.1% | $1.99万 | 加仓 |
| META | META PLATFORMS INC | $186.63万 | 1.37% | 3,262 | 168 | 5.4% | $9.61万 | 加仓 |
| GOOG | ALPHABET INC | $206.58万 | 1.52% | 7,201 | 159 | 2.3% | $4.56万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $210.58万 | 1.55% | 26,130 | 26,130 | — | $210.58万 | 新建仓 |
| GOOGL | ALPHABET INC | $214.69万 | 1.58% | 7,466 | 284 | 4.0% | $8.17万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $218.25万 | 1.61% | 45,152 | 18,772 | 71.2% | $90.74万 | 加仓 |
| AMZN | AMAZON COM INC | $283.33万 | 2.09% | 13,604 | 356 | 2.7% | $7.41万 | 加仓 |
| AVGO | BROADCOM INC | $288.46万 | 2.12% | 9,319 | 484 | 5.5% | $14.98万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $365.91万 | 2.69% | 52,471 | 1,395 | 2.7% | $9.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $387.42万 | 2.85% | 10,465 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $408.27万 | 3.00% | 41,686 | 1,107 | 2.7% | $10.84万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $426.33万 | 3.14% | 17,924 | -6,563 | -26.8% | -$156.10万 | 减仓 |
| AAPL | APPLE INC | $550.83万 | 4.05% | 21,704 | 477 | 2.2% | $12.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $565.27万 | 4.16% | 32,412 | 2,464 | 8.2% | $42.97万 | 加仓 |
| GLD | SPDR GOLD TR | $730.42万 | 5.38% | 16,975 | -138 | -0.8% | -$5.94万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $756.19万 | 5.57% | 89,115 | -29,764 | -25.0% | -$252.56万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $891.74万 | 6.56% | 165,832 | 47,895 | 40.6% | $257.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,388.98万 | 10.22% | 21,343 | -2,341 | -9.9% | -$152.35万 | 减仓 |