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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $26.33万 | 0.19% | 619 | -7 | -1.1% | -$2,977 | 减仓 |
| CAT | CATERPILLAR INC | $26.07万 | 0.19% | 368 | 368 | — | $26.07万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $25.46万 | 0.19% | 781 | 65 | 9.1% | $2.12万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $25.01万 | 0.18% | 1,371 | -251 | -15.5% | -$4.58万 | 减仓 |
| GEV | GE VERNOVA INC | $24.97万 | 0.18% | 286 | 286 | — | $24.97万 | 新建仓 |
| PAPI | MORGAN STANLEY ETF TRUST | $24.62万 | 0.18% | 9,000 | 9,000 | — | $24.62万 | 新建仓 |
| CVS | CVS HEALTH CORP | $24.61万 | 0.18% | 3,427 | 198 | 6.1% | $1.42万 | 加仓 |
| MET | METLIFE INC | $24.08万 | 0.18% | 3,405 | -139 | -3.9% | -$9,830 | 减仓 |
| GQI | NATIXIS ETF TR | $23.85万 | 0.18% | 4,349 | 540 | 14.2% | $2.96万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $23.79万 | 0.18% | 2,317 | 140 | 6.4% | $1.44万 | 加仓 |
| INTU | INTUIT | $23.65万 | 0.17% | 547 | -25 | -4.4% | -$1.08万 | 减仓 |
| SBUX | STARBUCKS CORP | $23.40万 | 0.17% | 2,612 | 36 | 1.4% | $3,225 | 加仓 |
| SNPS | SYNOPSYS INC | $22.56万 | 0.17% | 569 | 24 | 4.4% | $9,515 | 加仓 |
| DE | DEERE & CO | $22.48万 | 0.17% | 399 | -35 | -8.1% | -$1.97万 | 减仓 |
| IWB | ISHARES TR | $22.29万 | 0.16% | 625 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $21.43万 | 0.16% | 1,242 | 86 | 7.4% | $1.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $20.92万 | 0.15% | 979 | 979 | — | $20.92万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $20.72万 | 0.15% | 753 | 46 | 6.5% | $1.27万 | 重新持有 |
| ABNB | AIRBNB INC | $20.65万 | 0.15% | 1,635 | 13 | 0.8% | $1,642 | 加仓 |
| SPYV | SPDR SERIES TRUST | $20.37万 | 0.15% | 3,601 | 3,601 | — | $20.37万 | 新建仓 |
| C | CITIGROUP INC | $20.24万 | 0.15% | 1,785 | 1,785 | — | $20.24万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.23万 | 0.15% | 636 | 636 | — | $20.23万 | 新建仓 |
| VTRS | VIATRIS INC | $14.39万 | 0.11% | 10,653 | -913 | -7.9% | -$1.23万 | 减仓 |
| 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 |