AGH Wealth Advisors, LLC
Wichita KS · SEC CIK 0002061010
$1.58亿2026Q2 申报市值
129持仓数
46.0%前十大占比 · 第一大 10.3%
10 / 8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
AAPL 加仓+$71.56万
JBND 加仓+$61.93万
SPY 加仓+$44.39万
KLAC 新建仓+$44.08万
AVDE 加仓+$39.29万
2026Q2 卖出最多 按季末市值估算
SHY 清仓-$30.18万
HONEYWELL INTL I 清仓-$29.41万
SYK 清仓-$28.33万
SPGI 清仓-$26.33万
ABT 清仓-$23.79万
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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $27.51万 | 0.17% | 2,692 | 80 | 3.1% | $8,175 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.38万 | 0.17% | 934 | -40 | -4.1% | -$1.17万 | 减仓 |
| TMUS | T-MOBILE US INC | $27.34万 | 0.17% | 1,630 | -12 | -0.7% | -$2,013 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.96万 | 0.17% | 678 | -55 | -7.5% | -$2.19万 | 减仓 |
| UNP | UNION PAC CORP | $26.71万 | 0.17% | 982 | 982 | — | $26.71万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $26.69万 | 0.17% | 672 | 36 | 5.7% | $1.43万 | 加仓 |
| SNPS | SYNOPSYS INC | $26.54万 | 0.17% | 595 | 26 | 4.6% | $1.16万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $26.23万 | 0.17% | 826 | 73 | 9.7% | $2.32万 | 加仓 |
| USB | US BANCORP | $26.23万 | 0.17% | 4,342 | -1,042 | -19.4% | -$6.29万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $25.75万 | 0.16% | 2,038 | -23 | -1.1% | -$2,906 | 减仓 |
| GQI | NATIXIS ETF TR | $25.73万 | 0.16% | 4,349 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $25.63万 | 0.16% | 404 | 5 | 1.3% | $3,172 | 加仓 |
| IWB | ISHARES TR | $25.59万 | 0.16% | 625 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $25.42万 | 0.16% | 746 | -35 | -4.5% | -$1.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.28万 | 0.16% | 899 | 143 | 18.9% | $4.02万 | 重新持有 |
| PEP | PEPSICO INC | $25.24万 | 0.16% | 1,864 | -85 | -4.4% | -$1.15万 | 减仓 |
| C | CITIGROUP INC | $24.63万 | 0.16% | 1,760 | -25 | -1.4% | -$3,499 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $24.62万 | 0.16% | 1,227 | -144 | -10.5% | -$2.89万 | 减仓 |
| GLW | CORNING INC | $24.21万 | 0.15% | 948 | 948 | — | $24.21万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.53万 | 0.14% | 2,344 | -380 | -14.0% | -$3.65万 | 重新持有 |
| TER | TERADYNE INC | $21.53万 | 0.14% | 445 | 445 | — | $21.53万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.45万 | 0.14% | 1,287 | -715 | -35.7% | -$11.92万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $21.32万 | 0.13% | 3,508 | -93 | -2.6% | -$5,653 | 减仓 |
| ABNB | AIRBNB INC | $21.11万 | 0.13% | 1,475 | -160 | -9.8% | -$2.29万 | 减仓 |
| MCD | MCDONALDS CORP | $20.87万 | 0.13% | 772 | -94 | -10.9% | -$2.54万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $20.64万 | 0.13% | 1,158 | 1,158 | — | $20.64万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $20.60万 | 0.13% | 1,741 | 1,741 | — | $20.60万 | 新建仓 |
| SO | SOUTHERN CO | $20.35万 | 0.13% | 2,126 | 2,126 | — | $20.35万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $20.03万 | 0.13% | 917 | -4 | -0.4% | -$874 | 重新持有 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -3,655 | -100.0% | -$30.18万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,301 | -100.0% | -$29.41万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -862 | -100.0% | -$28.33万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -619 | -100.0% | -$26.33万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,317 | -100.0% | -$23.79万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -547 | -100.0% | -$23.65万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,242 | -100.0% | -$21.43万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -10,653 | -100.0% | -$14.39万 | 清仓 |