Ares Financial Consulting, LLC
CALABASAS CA · SEC CIK 0002106717
$1.44亿2026Q2 申报市值
1,132持仓数
40.4%前十大占比 · 第一大 11.6%
96 / 41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
LTPZ 加仓+$56.14万
XOM 新建仓+$46.79万
DFIC 加仓+$42.76万
SPY 加仓+$36.75万
STIP 加仓+$30.19万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$55.02万
DFAU 减仓-$45.73万
USFR 减仓-$42.98万
AVUS 减仓-$37.13万
VTIP 减仓-$32.80万
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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP COM | $9,707 | 0.01% | 31 | 6 | 24.0% | $1,879 | 加仓 |
| JETS | U.S. GLOBAL JETS ETF | $9,713 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP COM | $9,787 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $9,835 | 0.01% | 62 | 25 | 67.6% | $3,966 | 加仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $9,863 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $9,868 | 0.01% | 44 | 18 | 69.2% | $4,037 | 加仓 |
| PHM | PULTE GROUP INC COM | $9,879 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $9,958 | 0.01% | 61 | 1 | 1.7% | $163 | 加仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $9,972 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $1.00万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $1.00万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $1.01万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $1.01万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $1.02万 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $1.03万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| NTCT | NETSCOUT SYS INC COM | $1.03万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $1.05万 | 0.01% | 37 | 17 | 85.0% | $4,811 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $1.05万 | 0.01% | 970 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.05万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC COM | $1.06万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $1.07万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.07万 | 0.01% | 56 | -6 | -9.7% | -$1,150 | 减仓 |
| WEN | WENDYS CO COM | $1.10万 | 0.01% | 1,322 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $1.10万 | 0.01% | 85 | 29 | 51.8% | $3,741 | 加仓 |
| MAS | MASCO CORP COM | $1.10万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $1.10万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $1.10万 | 0.01% | 133 | -6 | -4.3% | -$496 | 减仓 |
| CLDT | CHATHAM LODGING TR COM | $1.10万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1.11万 | 0.01% | 229 | 227 | 11,350.0% | $1.10万 | 重新持有 |
| HUM | HUMANA INC COM | $1.11万 | 0.01% | 28 | -22 | -44.0% | -$8,739 | 重新持有 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.13万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.14万 | 0.01% | 87 | 30 | 52.6% | $3,918 | 加仓 |
| UE | URBAN EDGE PPTYS COM | $1.14万 | 0.01% | 497 | 0 | 0.0% | — | 不变 |
| PEBO | PEOPLES BANCORP INC COM | $1.15万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BJRI | BJS RESTAURANTS INC COM | $1.15万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $1.19万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.19万 | 0.01% | 350 | -95 | -21.3% | -$3,230 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.19万 | 0.01% | 246 | 70 | 39.8% | $3,400 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.20万 | 0.01% | 50 | 50 | — | $1.20万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1.20万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC COM | $1.21万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $1.22万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.22万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $1.22万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $1.23万 | 0.01% | 200 | -20 | -9.1% | -$1,226 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $1.23万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $1.23万 | 0.01% | 69 | 9 | 15.0% | $1,607 | 加仓 |
| WRB | BERKLEY W R CORP COM | $1.23万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1.24万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $1.24万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $1.25万 | 0.01% | 48 | -9 | -15.8% | -$2,349 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.25万 | 0.01% | 415 | 53 | 14.6% | $1,601 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1.26万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $1.26万 | 0.01% | 187 | 21 | 12.7% | $1,414 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $1.26万 | 0.01% | 682 | -20 | -2.8% | -$371 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $1.27万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP COM | $1.27万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $1.28万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.28万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.29万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1.29万 | 0.01% | 275 | 273 | 13,650.0% | $1.28万 | 重新持有 |
| LEU | CENTRUS ENERGY CORP CL A | $1.29万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC COM | $1.30万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $1.30万 | 0.01% | 198 | 27 | 15.8% | $1,775 | 加仓 |
| OKE | ONEOK INC NEW COM | $1.30万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $1.31万 | 0.01% | 225 | 2 | 0.9% | $116 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1.31万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $1.31万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $1.32万 | 0.01% | 241 | -9 | -3.6% | -$492 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.33万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $1.33万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $1.33万 | 0.01% | 183 | 25 | 15.8% | $1,821 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.33万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC COMMON STOCK | $1.34万 | 0.01% | 1,300 | 1,266 | 3,723.5% | $1.30万 | 加仓 |
| WSFS | WSFS FINL CORP COM | $1.35万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $1.36万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $1.37万 | 0.01% | 427 | 43 | 11.2% | $1,376 | 加仓 |
| — | WISDOMTREE CYBERSECURITY FUND | $1.37万 | 0.01% | 379 | 75 | 24.7% | $2,716 | 加仓 |
| CIEN | CIENA CORP COM NEW | $1.37万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC COM NEW | $1.38万 | 0.01% | 1,671 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $1.39万 | 0.01% | 103 | 5 | 5.1% | $673 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $1.41万 | 0.01% | 162 | 20 | 14.1% | $1,744 | 加仓 |
| KEY | KEYCORP COM | $1.43万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SVCS INC COM | $1.43万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $1.43万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $1.45万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $1.45万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $1.45万 | 0.01% | 373 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $1.47万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $1.47万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $1.48万 | 0.01% | 97 | -12 | -11.0% | -$1,827 | 减仓 |
| ACIW | ACI WORLDWIDE INC COM | $1.48万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1.49万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $1.50万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $1.53万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1.54万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.54万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $1.55万 | 0.01% | 30 | 10 | 50.0% | $5,152 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.56万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC COM | $1.57万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |