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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,895 | -100.0% | -$29.03万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -347 | -100.0% | -$26.59万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,026 | -100.0% | -$22.30万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTRS | VIATRIS INC | $14.39万 | 0.11% | 10,653 | -913 | -7.9% | -$1.23万 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.23万 | 0.15% | 636 | 636 | — | $20.23万 | 新建仓 |
| C | CITIGROUP INC | $20.24万 | 0.15% | 1,785 | 1,785 | — | $20.24万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $20.37万 | 0.15% | 3,601 | 3,601 | — | $20.37万 | 新建仓 |
| ABNB | AIRBNB INC | $20.65万 | 0.15% | 1,635 | 13 | 0.8% | $1,642 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.72万 | 0.15% | 753 | 46 | 6.5% | $1.27万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $20.92万 | 0.15% | 979 | 979 | — | $20.92万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $21.43万 | 0.16% | 1,242 | 86 | 7.4% | $1.48万 | 加仓 |
| IWB | ISHARES TR | $22.29万 | 0.16% | 625 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $22.48万 | 0.17% | 399 | -35 | -8.1% | -$1.97万 | 减仓 |
| SNPS | SYNOPSYS INC | $22.56万 | 0.17% | 569 | 24 | 4.4% | $9,515 | 加仓 |
| SBUX | STARBUCKS CORP | $23.40万 | 0.17% | 2,612 | 36 | 1.4% | $3,225 | 加仓 |
| INTU | INTUIT | $23.65万 | 0.17% | 547 | -25 | -4.4% | -$1.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $23.79万 | 0.18% | 2,317 | 140 | 6.4% | $1.44万 | 加仓 |
| GQI | NATIXIS ETF TR | $23.85万 | 0.18% | 4,349 | 540 | 14.2% | $2.96万 | 加仓 |
| MET | METLIFE INC | $24.08万 | 0.18% | 3,405 | -139 | -3.9% | -$9,830 | 减仓 |
| CVS | CVS HEALTH CORP | $24.61万 | 0.18% | 3,427 | 198 | 6.1% | $1.42万 | 加仓 |
| PAPI | MORGAN STANLEY ETF TRUST | $24.62万 | 0.18% | 9,000 | 9,000 | — | $24.62万 | 新建仓 |
| GEV | GE VERNOVA INC | $24.97万 | 0.18% | 286 | 286 | — | $24.97万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $25.01万 | 0.18% | 1,371 | -251 | -15.5% | -$4.58万 | 减仓 |
| CB | CHUBB LTD SWITZ | $25.46万 | 0.19% | 781 | 65 | 9.1% | $2.12万 | 加仓 |
| CAT | CATERPILLAR INC | $26.07万 | 0.19% | 368 | 368 | — | $26.07万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $26.33万 | 0.19% | 619 | -7 | -1.1% | -$2,977 | 减仓 |
| MCD | MCDONALDS CORP | $26.91万 | 0.20% | 866 | 114 | 15.2% | $3.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.16万 | 0.20% | 321 | 1 | 0.3% | $846 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $27.21万 | 0.20% | 304 | 20 | 7.0% | $1.79万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $27.96万 | 0.21% | 4,782 | -55 | -1.1% | -$3,216 | 减仓 |
| USB | US BANCORP | $28.00万 | 0.21% | 5,384 | 787 | 17.1% | $4.09万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $28.29万 | 0.21% | 974 | -74 | -7.1% | -$2.15万 | 减仓 |
| SYK | STRYKER CORPORATION | $28.33万 | 0.21% | 862 | 27 | 3.2% | $8,872 | 加仓 |
| MS | MORGAN STANLEY | $28.54万 | 0.21% | 1,734 | 88 | 5.3% | $1.45万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $28.72万 | 0.21% | 2,061 | 50 | 2.5% | $6,969 | 加仓 |
| TJX | TJX COS INC NEW | $28.78万 | 0.21% | 1,802 | 169 | 10.3% | $2.70万 | 加仓 |
| — | HONEYWELL INTL INC | $29.41万 | 0.22% | 1,301 | 327 | 33.6% | $7.39万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $29.65万 | 0.22% | 925 | -30 | -3.1% | -$9,617 | 减仓 |
| ASML | ASML HLDG NV | $29.72万 | 0.22% | 225 | -20 | -8.2% | -$2.64万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $29.74万 | 0.22% | 2,422 | 2,422 | — | $29.74万 | 新建仓 |
| SHY | ISHARES TR | $30.18万 | 0.22% | 3,655 | -17,134 | -82.4% | -$141.48万 | 减仓 |
| PEP | PEPSICO INC | $30.27万 | 0.22% | 1,949 | 56 | 3.0% | $8,696 | 加仓 |
| LOW | LOWES COS INC | $31.05万 | 0.23% | 1,314 | -9 | -0.7% | -$2,127 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.39万 | 0.23% | 1,543 | 104 | 7.2% | $2.12万 | 加仓 |
| MRK | MERCK & CO INC | $33.28万 | 0.24% | 2,767 | 355 | 14.7% | $4.27万 | 加仓 |
| MCK | MCKESSON CORP | $33.75万 | 0.25% | 390 | -1 | -0.3% | -$865 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $33.79万 | 0.25% | 733 | 26 | 3.7% | $1.20万 | 加仓 |
| PFE | PFIZER INC | $33.99万 | 0.25% | 12,104 | 2,704 | 28.8% | $7.59万 | 加仓 |
| TMUS | T-MOBILE US INC | $34.49万 | 0.25% | 1,642 | 465 | 39.5% | $9.77万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.72万 | 0.26% | 2,002 | 247 | 14.1% | $4.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.27万 | 0.26% | 354 | 39 | 12.4% | $3.89万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $35.84万 | 0.26% | 1,185 | -4 | -0.3% | -$1,210 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.37万 | 0.27% | 1,344 | 147 | 12.3% | $3.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $36.63万 | 0.27% | 733 | 20 | 2.8% | $9,993 | 加仓 |
| PG | PROCTER & GAMBLE CO | $36.80万 | 0.27% | 2,548 | 254 | 11.1% | $3.67万 | 加仓 |
| CRM | SALESFORCE INC | $37.65万 | 0.28% | 2,017 | -311 | -13.4% | -$5.81万 | 减仓 |
| GWW | WW GRAINGER INC | $37.74万 | 0.28% | 346 | -2 | -0.6% | -$2,182 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $37.81万 | 0.28% | 5,256 | 231 | 4.6% | $1.66万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.14万 | 0.30% | 1,188 | -125 | -9.5% | -$4.22万 | 减仓 |
| TXN | TEXAS INSTRS INC | $40.71万 | 0.30% | 2,097 | 586 | 38.8% | $11.38万 | 加仓 |
| BA | BOEING CO | $40.96万 | 0.30% | 2,058 | -219 | -9.6% | -$4.36万 | 减仓 |
| HD | HOME DEPOT INC | $42.13万 | 0.31% | 1,281 | 11 | 0.9% | $3,618 | 加仓 |
| REMX | VANECK ETF TRUST | $43.82万 | 0.32% | 4,980 | 4,980 | — | $43.82万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $45.06万 | 0.33% | 1,545 | -78 | -4.8% | -$2.28万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $46.71万 | 0.34% | 1,046 | 40 | 4.0% | $1.79万 | 加仓 |
| WELL | WELLTOWER INC | $47.67万 | 0.35% | 2,411 | 109 | 4.7% | $2.16万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $48.11万 | 0.35% | 2,910 | 139 | 5.0% | $2.30万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.01万 | 0.36% | 997 | -35 | -3.4% | -$1.72万 | 减仓 |
| ORCL | ORACLE CORP | $49.59万 | 0.36% | 3,371 | 179 | 5.6% | $2.63万 | 加仓 |
| T | AT&T INC | $50.02万 | 0.37% | 17,255 | 2,091 | 13.8% | $6.06万 | 加仓 |
| PSX | PHILLIPS 66 | $51.50万 | 0.38% | 2,827 | 17 | 0.6% | $3,097 | 加仓 |
| GE | GE AEROSPACE | $52.64万 | 0.39% | 1,855 | 16 | 0.9% | $4,540 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.10万 | 0.39% | 920 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $53.74万 | 0.40% | 3,352 | -813 | -19.5% | -$13.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $54.92万 | 0.40% | 1,625 | 70 | 4.5% | $2.37万 | 加仓 |
| ETN | EATON CORP PLC | $56.33万 | 0.41% | 1,575 | 129 | 8.9% | $4.61万 | 加仓 |
| CME | CME GROUP INC | $58.89万 | 0.43% | 1,994 | 152 | 8.3% | $4.49万 | 加仓 |
| INTC | INTEL CORP | $58.98万 | 0.43% | 13,365 | 2,938 | 28.2% | $12.97万 | 加仓 |
| WMB | WILLIAMS COS INC | $60.28万 | 0.44% | 8,282 | -7 | -0.1% | -$509 | 减仓 |
| CSCO | CISCO SYS INC | $60.33万 | 0.44% | 7,776 | 1,110 | 16.7% | $8.61万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $60.73万 | 0.45% | 12,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $61.83万 | 0.46% | 1,450 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $62.57万 | 0.46% | 3,024 | 136 | 4.7% | $2.81万 | 加仓 |
| ABBV | ABBVIE INC | $62.86万 | 0.46% | 2,890 | -37 | -1.3% | -$8,048 | 减仓 |
| LIN | LINDE PLC | $65.49万 | 0.48% | 1,321 | 113 | 9.4% | $5.60万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $69.85万 | 0.51% | 2,035 | 8 | 0.4% | $2,746 | 加仓 |
| WMT | WALMART INC | $72.21万 | 0.53% | 5,810 | 380 | 7.0% | $4.72万 | 加仓 |
| COP | CONOCOPHILLIPS | $72.67万 | 0.53% | 5,505 | 112 | 2.1% | $1.48万 | 加仓 |
| LLY | ELI LILLY & CO | $77.81万 | 0.57% | 846 | 31 | 3.8% | $2.85万 | 加仓 |
| RTX | RTX CORPORATION | $78.72万 | 0.58% | 4,081 | -253 | -5.8% | -$4.88万 | 减仓 |
| KO | COCA COLA CO | $79.07万 | 0.58% | 10,397 | 698 | 7.2% | $5.31万 | 加仓 |
| TSLA | TESLA INC | $79.93万 | 0.59% | 2,150 | -63 | -2.8% | -$2.34万 | 减仓 |
| BAC | BANK AMERICA CORP | $79.99万 | 0.59% | 16,408 | -901 | -5.2% | -$4.39万 | 减仓 |
| AMAT | APPLIED MATLS INC | $82.13万 | 0.60% | 2,403 | -61 | -2.5% | -$2.08万 | 减仓 |
| IWV | ISHARES TR | $82.88万 | 0.61% | 2,236 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $87.81万 | 0.65% | 6,003 | 1,613 | 36.7% | $23.59万 | 加仓 |