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 |
|---|---|---|---|---|---|---|---|---|
| NNN | NNN REIT INC COM | $1.58万 | 0.01% | 339 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC COM | $1.58万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $1.58万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF | $1.61万 | 0.01% | 230 | 3 | 1.3% | $210 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $1.61万 | 0.01% | 547 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.61万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC COM | $1.63万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.64万 | 0.01% | 86 | 86 | — | $1.64万 | 新建仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $1.64万 | 0.01% | 353 | -122 | -25.7% | -$5,681 | 减仓 |
| DE | DEERE & CO COM | $1.65万 | 0.01% | 26 | -5 | -16.1% | -$3,172 | 减仓 |
| FUL | FULLER H B CO COM | $1.66万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $1.66万 | 0.01% | 86 | 10 | 13.2% | $1,932 | 加仓 |
| NEM | NEWMONT CORP COM | $1.66万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $1.67万 | 0.01% | 682 | -159 | -18.9% | -$3,904 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1.68万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $1.68万 | 0.01% | 394 | 20 | 5.3% | $853 | 加仓 |
| D | DOMINION ENERGY INC COM | $1.69万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $1.69万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $1.70万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $1.70万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $1.72万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $1.72万 | 0.01% | 3,113 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC COM | $1.73万 | 0.01% | 2,158 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1.73万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1.73万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.74万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1.74万 | 0.01% | 67 | -30 | -30.9% | -$7,811 | 减仓 |
| ITGR | INTEGER HLDGS CORP COM | $1.75万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $1.75万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $1.76万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FBIZ | FIRST BUSINESS FINL SVCS INC W COM | $1.79万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $1.81万 | 0.01% | 326 | 1 | 0.3% | $55 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $1.82万 | 0.01% | 1,980 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $1.83万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A | $1.83万 | 0.01% | 350 | -26 | -6.9% | -$1,361 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $1.84万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $1.84万 | 0.01% | 649 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $1.85万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| ARKB | ARK 21SHARES BITCOIN ETF | $1.86万 | 0.01% | 954 | 0 | 0.0% | — | 不变 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $1.87万 | 0.01% | 313 | 311 | 15,550.0% | $1.86万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.88万 | 0.01% | 41 | -32 | -43.8% | -$1.47万 | 减仓 |
| — | WEBSTER FINL CORP COM | $1.90万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA CL A | $1.90万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $1.91万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1.91万 | 0.01% | 1,997 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO COM | $1.92万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM UNIT REP LTD | $1.92万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.93万 | 0.01% | 233 | 232 | 23,200.0% | $1.92万 | 重新持有 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $1.93万 | 0.01% | 194 | 192 | 9,600.0% | $1.91万 | 重新持有 |
| IWM | ISHARES RUSSELL 2000 ETF | $1.93万 | 0.01% | 64 | 64 | — | $1.93万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $1.93万 | 0.01% | 1,204 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.93万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.93万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $1.95万 | 0.01% | 768 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.95万 | 0.01% | 237 | -64 | -21.3% | -$5,274 | 减仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $1.96万 | 0.01% | 1,013 | -71 | -6.5% | -$1,372 | 减仓 |
| DHR | DANAHER CORP DEL COM | $1.96万 | 0.01% | 103 | 16 | 18.4% | $3,048 | 加仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $1.98万 | 0.01% | 254 | 254 | — | $1.98万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $2.00万 | 0.01% | 369 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $2.01万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM | $2.03万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $2.04万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $2.05万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.07万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $2.08万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $2.10万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $2.10万 | 0.01% | 151 | 1 | 0.7% | $139 | 加仓 |
| VTR | VENTAS INC COM | $2.11万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $2.12万 | 0.01% | 64 | 3 | 4.9% | $995 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $2.13万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $2.15万 | 0.01% | 823 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $2.15万 | 0.01% | 357 | -171 | -32.4% | -$1.03万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $2.15万 | 0.01% | 298 | -40 | -11.8% | -$2,886 | 减仓 |
| FLS | FLOWSERVE CORP COM | $2.15万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $2.15万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $2.16万 | 0.02% | 1,551 | 5 | 0.3% | $70 | 加仓 |
| PWR | QUANTA SVCS INC COM | $2.16万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A SHS | $2.16万 | 0.02% | 230 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $2.17万 | 0.02% | 184 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $2.17万 | 0.02% | 622 | 2 | 0.3% | $70 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.21万 | 0.02% | 229 | 2 | 0.9% | $193 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $2.21万 | 0.02% | 198 | 13 | 7.0% | $1,453 | 加仓 |
| E | ENI SPA SPONSORED ADR | $2.24万 | 0.02% | 477 | 0 | 0.0% | — | 不变 |
| OPY | OPPENHEIMER HLDGS INC CL A NON VTG | $2.24万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC COM | $2.26万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $2.27万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2.28万 | 0.02% | 65 | 1 | 1.6% | $350 | 加仓 |
| — | KRANESHARES CALIFORNIA CARBON ALLOWANCE STRATEGY ETF | $2.28万 | 0.02% | 1,343 | 225 | 20.1% | $3,826 | 加仓 |
| CTVA | CORTEVA INC COM | $2.29万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $2.30万 | 0.02% | 733 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $2.31万 | 0.02% | 69 | 20 | 40.8% | $6,697 | 加仓 |
| GWW | WW GRAINGER INC COM | $2.31万 | 0.02% | 17 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW COM | $2.32万 | 0.02% | 1,079 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $2.36万 | 0.02% | 391 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $2.38万 | 0.02% | 263 | 16 | 6.5% | $1,447 | 加仓 |
| MAC | MACERICH CO COM | $2.38万 | 0.02% | 945 | 0 | 0.0% | — | 不变 |
| RSST | RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF | $2.39万 | 0.02% | 732 | 120 | 19.6% | $3,923 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2.39万 | 0.02% | 107 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC COM | $2.41万 | 0.02% | 472 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $2.41万 | 0.02% | 26 | 5 | 23.8% | $4,639 | 加仓 |