Ares Financial Consulting, LLC
CALABASAS CA · SEC CIK 0002106717
$1.31亿2026Q1 申报市值
1,066持仓数
40.8%前十大占比 · 第一大 10.9%
198 / 15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
GOOG 加仓+$232.97万
NVDA 加仓+$225.85万
CEFS 加仓+$168.78万
VTI 加仓+$110.55万
GOOGL 加仓+$109.08万
2026Q1 卖出最多 按季末市值估算
HTGC 减仓-$78.75万
ARCC 减仓-$61.48万
HYT 减仓-$49.58万
STIP 减仓-$39.31万
DFAI 减仓-$35.44万
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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $5.42万 | 0.04% | 275 | 235 | 587.5% | $4.63万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $5.42万 | 0.04% | 280 | 3 | 1.1% | $580 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $5.33万 | 0.04% | 312 | 206 | 194.3% | $3.52万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC COM | $5.29万 | 0.04% | 661 | 661 | — | $5.29万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $5.27万 | 0.04% | 182 | 111 | 156.3% | $3.21万 | 加仓 |
| BURL | BURLINGTON STORES INC COM | $5.26万 | 0.04% | 159 | 139 | 695.0% | $4.60万 | 加仓 |
| GLD | SPDR GOLD SHARES | $5.25万 | 0.04% | 120 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $5.19万 | 0.04% | 716 | 353 | 97.2% | $2.56万 | 加仓 |
| CI | THE CIGNA GROUP COM | $5.13万 | 0.04% | 192 | 180 | 1,500.0% | $4.81万 | 加仓 |
| MET | METLIFE INC COM | $5.13万 | 0.04% | 721 | 248 | 52.4% | $1.77万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5.12万 | 0.04% | 829 | 378 | 83.8% | $2.33万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $5.04万 | 0.04% | 463 | 3 | 0.7% | $326 | 加仓 |
| AGYS | AGILYSYS INC COM | $5.01万 | 0.04% | 720 | 720 | — | $5.01万 | 新建仓 |
| CRM | SALESFORCE INC COM | $4.95万 | 0.04% | 266 | 14 | 5.6% | $2,607 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $4.94万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $4.92万 | 0.04% | 160 | 160 | — | $4.92万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $4.91万 | 0.04% | 1,627 | 597 | 58.0% | $1.80万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $4.89万 | 0.04% | 414 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $4.88万 | 0.04% | 1,600 | 1,600 | — | $4.88万 | 新建仓 |
| SKYW | SKYWEST INC COM | $4.86万 | 0.04% | 519 | 519 | — | $4.86万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $4.78万 | 0.04% | 131 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $4.78万 | 0.04% | 198 | 137 | 224.6% | $3.31万 | 加仓 |
| NUE | NUCOR CORP COM | $4.78万 | 0.04% | 275 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP COM | $4.70万 | 0.04% | 264 | 252 | 2,100.0% | $4.48万 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $4.68万 | 0.04% | 334 | 334 | — | $4.68万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $4.67万 | 0.04% | 2,142 | 2,020 | 1,655.7% | $4.41万 | 加仓 |
| INGR | INGREDION INC COM | $4.67万 | 0.04% | 420 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $4.63万 | 0.04% | 1,270 | 1,270 | — | $4.63万 | 新建仓 |
| ADBE | ADOBE INC COM | $4.59万 | 0.04% | 190 | 135 | 245.5% | $3.26万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $4.57万 | 0.03% | 1,147 | 1 | 0.1% | $40 | 加仓 |
| IX | ORIX CORP SPONSORED ADR | $4.54万 | 0.03% | 1,490 | 1,490 | — | $4.54万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $4.52万 | 0.03% | 141 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $4.49万 | 0.03% | 1,130 | 1,062 | 1,561.8% | $4.22万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $4.49万 | 0.03% | 150 | 120 | 400.0% | $3.59万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $4.48万 | 0.03% | 210 | 200 | 2,000.0% | $4.27万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $4.48万 | 0.03% | 1,485 | 1,095 | 280.8% | $3.30万 | 加仓 |
| EME | EMCOR GROUP INC COM | $4.41万 | 0.03% | 58 | 58 | — | $4.41万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $4.40万 | 0.03% | 811 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $4.38万 | 0.03% | 447 | 235 | 110.8% | $2.30万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $4.35万 | 0.03% | 605 | 299 | 97.7% | $2.15万 | 加仓 |
| EQIX | EQUINIX INC COM | $4.28万 | 0.03% | 43 | 22 | 104.8% | $2.19万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $4.28万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $4.25万 | 0.03% | 861 | 1 | 0.1% | $49 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $4.21万 | 0.03% | 120 | 100 | 500.0% | $3.51万 | 加仓 |
| C | CITIGROUP INC COM NEW | $4.20万 | 0.03% | 364 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $4.19万 | 0.03% | 48 | 21 | 77.8% | $1.83万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $4.16万 | 0.03% | 210 | 210 | — | $4.16万 | 新建仓 |
| FFIV | F5 INC COM | $4.05万 | 0.03% | 137 | 137 | — | $4.05万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $4.04万 | 0.03% | 549 | 549 | — | $4.04万 | 新建仓 |
| BLK | BLACKROCK INC COM | $4.02万 | 0.03% | 42 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $3.98万 | 0.03% | 130 | 130 | — | $3.98万 | 新建仓 |
| FRO | FRONTLINE PLC COM | $3.93万 | 0.03% | 1,128 | 1,128 | — | $3.93万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $3.89万 | 0.03% | 367 | 315 | 605.8% | $3.34万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $3.87万 | 0.03% | 153 | 147 | 2,450.0% | $3.72万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $3.83万 | 0.03% | 62 | 62 | — | $3.83万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $3.82万 | 0.03% | 187 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $3.82万 | 0.03% | 156 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $3.81万 | 0.03% | 52 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $3.81万 | 0.03% | 617 | 617 | — | $3.81万 | 新建仓 |
| EBAY | EBAY INC. COM | $3.79万 | 0.03% | 407 | 333 | 450.0% | $3.10万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $3.78万 | 0.03% | 289 | 89 | 44.5% | $1.17万 | 加仓 |
| AZO | AUTOZONE INC COM | $3.77万 | 0.03% | 11 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC COM | $3.76万 | 0.03% | 185 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $3.76万 | 0.03% | 114 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP COM | $3.73万 | 0.03% | 398 | 341 | 598.2% | $3.19万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $3.72万 | 0.03% | 797 | 548 | 220.1% | $2.56万 | 加仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $3.71万 | 0.03% | 789 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $3.65万 | 0.03% | 550 | 2 | 0.4% | $133 | 加仓 |
| MUR | MURPHY OIL CORP COM | $3.65万 | 0.03% | 923 | 715 | 343.8% | $2.83万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $3.64万 | 0.03% | 190 | 180 | 1,800.0% | $3.45万 | 加仓 |
| RPM | RPM INTL INC COM | $3.59万 | 0.03% | 357 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $3.54万 | 0.03% | 430 | 330 | 330.0% | $2.72万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $3.53万 | 0.03% | 453 | 360 | 387.1% | $2.81万 | 加仓 |
| LOW | LOWES COS INC COM | $3.52万 | 0.03% | 149 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $3.52万 | 0.03% | 263 | 263 | — | $3.52万 | 新建仓 |
| WDFC | WD 40 CO COM | $3.50万 | 0.03% | 170 | 166 | 4,150.0% | $3.41万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3.45万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $3.43万 | 0.03% | 73 | 32 | 78.0% | $1.50万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $3.40万 | 0.03% | 104 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3.39万 | 0.03% | 258 | 1 | 0.4% | $131 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $3.39万 | 0.03% | 982 | 982 | — | $3.39万 | 新建仓 |
| RACE | FERRARI N V COM | $3.36万 | 0.03% | 98 | 98 | — | $3.36万 | 新建仓 |
| VEEV | VEEVA SYS INC CL A COM | $3.35万 | 0.03% | 194 | 181 | 1,392.3% | $3.13万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3.32万 | 0.03% | 127 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $3.30万 | 0.03% | 704 | 524 | 291.1% | $2.45万 | 加仓 |
| STT | STATE STR CORP COM | $3.27万 | 0.02% | 255 | 203 | 390.4% | $2.60万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $3.26万 | 0.02% | 243 | 208 | 594.3% | $2.79万 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $3.25万 | 0.02% | 163 | 115 | 239.6% | $2.29万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $3.25万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC SHS NEW | $3.24万 | 0.02% | 1,791 | 1,791 | — | $3.24万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $3.23万 | 0.02% | 76 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $3.22万 | 0.02% | 429 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $3.18万 | 0.02% | 67 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC COM | $3.15万 | 0.02% | 536 | 522 | 3,728.6% | $3.06万 | 加仓 |
| NKE | NIKE INC CL B | $3.13万 | 0.02% | 701 | 71 | 11.3% | $3,168 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $3.12万 | 0.02% | 520 | 480 | 1,200.0% | $2.88万 | 加仓 |
| UNM | UNUM GROUP COM | $3.09万 | 0.02% | 418 | 292 | 231.7% | $2.16万 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $3.09万 | 0.02% | 215 | 1 | 0.5% | $144 | 加仓 |
| CMI | CUMMINS INC COM | $3.08万 | 0.02% | 56 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $3.07万 | 0.02% | 360 | 220 | 157.1% | $1.88万 | 加仓 |