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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| JBND | J P MORGAN EXCHANGE TRADED F | $891.74万 | 6.56% | 165,832 | 47,895 | 40.6% | $257.55万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $756.19万 | 5.57% | 89,115 | -29,764 | -25.0% | -$252.56万 | 减仓 |
| GLD | SPDR GOLD TR | $730.42万 | 5.38% | 16,975 | -138 | -0.8% | -$5.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $565.27万 | 4.16% | 32,412 | 2,464 | 8.2% | $42.97万 | 加仓 |
| AAPL | APPLE INC | $550.83万 | 4.05% | 21,704 | 477 | 2.2% | $12.11万 | 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 |
| SPYG | SPDR SERIES TRUST | $408.27万 | 3.00% | 41,686 | 1,107 | 2.7% | $10.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $387.42万 | 2.85% | 10,465 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $365.91万 | 2.69% | 52,471 | 1,395 | 2.7% | $9.73万 | 加仓 |
| AVGO | BROADCOM INC | $288.46万 | 2.12% | 9,319 | 484 | 5.5% | $14.98万 | 加仓 |
| AMZN | AMAZON COM INC | $283.33万 | 2.09% | 13,604 | 356 | 2.7% | $7.41万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $218.25万 | 1.61% | 45,152 | 18,772 | 71.2% | $90.74万 | 加仓 |
| GOOGL | ALPHABET INC | $214.69万 | 1.58% | 7,466 | 284 | 4.0% | $8.17万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $210.58万 | 1.55% | 26,130 | 26,130 | — | $210.58万 | 新建仓 |
| GOOG | ALPHABET INC | $206.58万 | 1.52% | 7,201 | 159 | 2.3% | $4.56万 | 加仓 |
| META | META PLATFORMS INC | $186.63万 | 1.37% | 3,262 | 168 | 5.4% | $9.61万 | 加仓 |
| — | EXXON MOBIL CORP | $186.24万 | 1.37% | 10,977 | 117 | 1.1% | $1.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $175.42万 | 1.29% | 5,963 | -8 | -0.1% | -$2,353 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $154.66万 | 1.14% | 19,169 | -612 | -3.1% | -$4.94万 | 减仓 |
| NLR | VANECK ETF TRUST | $140.60万 | 1.03% | 10,556 | 10,556 | — | $140.60万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $130.71万 | 0.96% | 11,754 | 452 | 4.0% | $5.03万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $124.94万 | 0.92% | 24,888 | 1,156 | 4.9% | $5.80万 | 加仓 |
| NFLX | NETFLIX INC. | $121.29万 | 0.89% | 12,614 | 1,474 | 13.2% | $14.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $120.33万 | 0.89% | 2,511 | 114 | 4.8% | $5.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $116.13万 | 0.85% | 4,751 | 237 | 5.3% | $5.79万 | 加仓 |
| DTCR | GLOBAL X FDS | $112.93万 | 0.83% | 47,131 | 47,131 | — | $112.93万 | 新建仓 |
| SLV | ISHARES SILVER TR | $107.71万 | 0.79% | 15,807 | 15,807 | — | $107.71万 | 新建仓 |
| EVRG | EVERGY INC | $103.05万 | 0.76% | 12,579 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $90.28万 | 0.66% | 2,987 | -90 | -2.9% | -$2.72万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $87.81万 | 0.65% | 6,003 | 1,613 | 36.7% | $23.59万 | 加仓 |
| IWV | ISHARES TR | $82.88万 | 0.61% | 2,236 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $82.13万 | 0.60% | 2,403 | -61 | -2.5% | -$2.08万 | 减仓 |
| BAC | BANK AMERICA CORP | $79.99万 | 0.59% | 16,408 | -901 | -5.2% | -$4.39万 | 减仓 |
| TSLA | TESLA INC | $79.93万 | 0.59% | 2,150 | -63 | -2.8% | -$2.34万 | 减仓 |
| KO | COCA COLA CO | $79.07万 | 0.58% | 10,397 | 698 | 7.2% | $5.31万 | 加仓 |
| RTX | RTX CORPORATION | $78.72万 | 0.58% | 4,081 | -253 | -5.8% | -$4.88万 | 减仓 |
| LLY | ELI LILLY & CO | $77.81万 | 0.57% | 846 | 31 | 3.8% | $2.85万 | 加仓 |
| COP | CONOCOPHILLIPS | $72.67万 | 0.53% | 5,505 | 112 | 2.1% | $1.48万 | 加仓 |
| WMT | WALMART INC | $72.21万 | 0.53% | 5,810 | 380 | 7.0% | $4.72万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $69.85万 | 0.51% | 2,035 | 8 | 0.4% | $2,746 | 加仓 |
| LIN | LINDE PLC | $65.49万 | 0.48% | 1,321 | 113 | 9.4% | $5.60万 | 加仓 |
| ABBV | ABBVIE INC | $62.86万 | 0.46% | 2,890 | -37 | -1.3% | -$8,048 | 减仓 |
| CVX | CHEVRON CORPORATION | $62.57万 | 0.46% | 3,024 | 136 | 4.7% | $2.81万 | 加仓 |
| IWF | ISHARES TR | $61.83万 | 0.46% | 1,450 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $60.73万 | 0.45% | 12,000 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $60.33万 | 0.44% | 7,776 | 1,110 | 16.7% | $8.61万 | 加仓 |
| WMB | WILLIAMS COS INC | $60.28万 | 0.44% | 8,282 | -7 | -0.1% | -$509 | 减仓 |
| INTC | INTEL CORP | $58.98万 | 0.43% | 13,365 | 2,938 | 28.2% | $12.97万 | 加仓 |
| CME | CME GROUP INC | $58.89万 | 0.43% | 1,994 | 152 | 8.3% | $4.49万 | 加仓 |
| ETN | EATON CORP PLC | $56.33万 | 0.41% | 1,575 | 129 | 8.9% | $4.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $54.92万 | 0.40% | 1,625 | 70 | 4.5% | $2.37万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $53.74万 | 0.40% | 3,352 | -813 | -19.5% | -$13.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $53.10万 | 0.39% | 920 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $52.64万 | 0.39% | 1,855 | 16 | 0.9% | $4,540 | 加仓 |
| PSX | PHILLIPS 66 | $51.50万 | 0.38% | 2,827 | 17 | 0.6% | $3,097 | 加仓 |
| T | AT&T INC | $50.02万 | 0.37% | 17,255 | 2,091 | 13.8% | $6.06万 | 加仓 |
| ORCL | ORACLE CORP | $49.59万 | 0.36% | 3,371 | 179 | 5.6% | $2.63万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.01万 | 0.36% | 997 | -35 | -3.4% | -$1.72万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $48.11万 | 0.35% | 2,910 | 139 | 5.0% | $2.30万 | 加仓 |
| WELL | WELLTOWER INC | $47.67万 | 0.35% | 2,411 | 109 | 4.7% | $2.16万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $46.71万 | 0.34% | 1,046 | 40 | 4.0% | $1.79万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $45.06万 | 0.33% | 1,545 | -78 | -4.8% | -$2.28万 | 减仓 |
| REMX | VANECK ETF TRUST | $43.82万 | 0.32% | 4,980 | 4,980 | — | $43.82万 | 新建仓 |
| HD | HOME DEPOT INC | $42.13万 | 0.31% | 1,281 | 11 | 0.9% | $3,618 | 加仓 |
| BA | BOEING CO | $40.96万 | 0.30% | 2,058 | -219 | -9.6% | -$4.36万 | 减仓 |
| TXN | TEXAS INSTRS INC | $40.71万 | 0.30% | 2,097 | 586 | 38.8% | $11.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $40.14万 | 0.30% | 1,188 | -125 | -9.5% | -$4.22万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $37.81万 | 0.28% | 5,256 | 231 | 4.6% | $1.66万 | 加仓 |
| GWW | WW GRAINGER INC | $37.74万 | 0.28% | 346 | -2 | -0.6% | -$2,182 | 减仓 |
| CRM | SALESFORCE INC | $37.65万 | 0.28% | 2,017 | -311 | -13.4% | -$5.81万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $36.80万 | 0.27% | 2,548 | 254 | 11.1% | $3.67万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $36.63万 | 0.27% | 733 | 20 | 2.8% | $9,993 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.37万 | 0.27% | 1,344 | 147 | 12.3% | $3.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $35.84万 | 0.26% | 1,185 | -4 | -0.3% | -$1,210 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.27万 | 0.26% | 354 | 39 | 12.4% | $3.89万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.72万 | 0.26% | 2,002 | 247 | 14.1% | $4.28万 | 加仓 |
| TMUS | T-MOBILE US INC | $34.49万 | 0.25% | 1,642 | 465 | 39.5% | $9.77万 | 加仓 |
| PFE | PFIZER INC | $33.99万 | 0.25% | 12,104 | 2,704 | 28.8% | $7.59万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $33.79万 | 0.25% | 733 | 26 | 3.7% | $1.20万 | 加仓 |
| MCK | MCKESSON CORP | $33.75万 | 0.25% | 390 | -1 | -0.3% | -$865 | 减仓 |
| MRK | MERCK & CO INC | $33.28万 | 0.24% | 2,767 | 355 | 14.7% | $4.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.39万 | 0.23% | 1,543 | 104 | 7.2% | $2.12万 | 加仓 |
| LOW | LOWES COS INC | $31.05万 | 0.23% | 1,314 | -9 | -0.7% | -$2,127 | 减仓 |
| PEP | PEPSICO INC | $30.27万 | 0.22% | 1,949 | 56 | 3.0% | $8,696 | 加仓 |
| SHY | ISHARES TR | $30.18万 | 0.22% | 3,655 | -17,134 | -82.4% | -$141.48万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $29.74万 | 0.22% | 2,422 | 2,422 | — | $29.74万 | 新建仓 |
| ASML | ASML HLDG NV | $29.72万 | 0.22% | 225 | -20 | -8.2% | -$2.64万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $29.65万 | 0.22% | 925 | -30 | -3.1% | -$9,617 | 减仓 |
| — | HONEYWELL INTL INC | $29.41万 | 0.22% | 1,301 | 327 | 33.6% | $7.39万 | 重新持有 |
| TJX | TJX COS INC NEW | $28.78万 | 0.21% | 1,802 | 169 | 10.3% | $2.70万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $28.72万 | 0.21% | 2,061 | 50 | 2.5% | $6,969 | 加仓 |
| MS | MORGAN STANLEY | $28.54万 | 0.21% | 1,734 | 88 | 5.3% | $1.45万 | 加仓 |
| SYK | STRYKER CORPORATION | $28.33万 | 0.21% | 862 | 27 | 3.2% | $8,872 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $28.29万 | 0.21% | 974 | -74 | -7.1% | -$2.15万 | 减仓 |
| USB | US BANCORP | $28.00万 | 0.21% | 5,384 | 787 | 17.1% | $4.09万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $27.96万 | 0.21% | 4,782 | -55 | -1.1% | -$3,216 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $27.21万 | 0.20% | 304 | 20 | 7.0% | $1.79万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.16万 | 0.20% | 321 | 1 | 0.3% | $846 | 加仓 |
| MCD | MCDONALDS CORP | $26.91万 | 0.20% | 866 | 114 | 15.2% | $3.54万 | 加仓 |