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 |
|---|---|---|---|---|---|---|---|---|
| RS | RELIANCE INC COM | $5.98万 | 0.04% | 160 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $5.96万 | 0.04% | 140 | 9 | 6.9% | $3,833 | 加仓 |
| URI | UNITED RENTALS INC COM | $5.90万 | 0.04% | 52 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $5.85万 | 0.04% | 163 | 10 | 6.5% | $3,590 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $5.84万 | 0.04% | 147 | 6 | 4.3% | $2,383 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $5.79万 | 0.04% | 747 | 7 | 0.9% | $543 | 加仓 |
| FTNT | FORTINET INC COM | $5.78万 | 0.04% | 376 | 11 | 3.0% | $1,690 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $5.73万 | 0.04% | 344 | 9 | 2.7% | $1,500 | 加仓 |
| FFIV | F5 INC COM | $5.70万 | 0.04% | 137 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $5.67万 | 0.04% | 1,490 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD CL A | $5.63万 | 0.04% | 868 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $5.60万 | 0.04% | 1,130 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $5.40万 | 0.04% | 938 | -233 | -19.9% | -$1.34万 | 减仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $5.40万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $5.37万 | 0.04% | 334 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $5.37万 | 0.04% | 2,142 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $5.36万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $5.35万 | 0.04% | 194 | 2 | 1.0% | $551 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $5.35万 | 0.04% | 156 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $5.34万 | 0.04% | 182 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $5.18万 | 0.04% | 571 | -178 | -23.8% | -$1.62万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $5.16万 | 0.04% | 198 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC COM | $5.16万 | 0.04% | 519 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $5.12万 | 0.04% | 80 | 25 | 45.5% | $1.60万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $5.12万 | 0.04% | 469 | 6 | 1.3% | $654 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $5.11万 | 0.04% | 497 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $5.10万 | 0.04% | 312 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $5.09万 | 0.04% | 364 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $5.09万 | 0.04% | 302 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP COM | $5.07万 | 0.04% | 313 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $5.04万 | 0.04% | 159 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $5.01万 | 0.03% | 839 | 28 | 3.5% | $1,672 | 加仓 |
| COP | CONOCOPHILLIPS COM | $4.86万 | 0.03% | 468 | 30 | 6.8% | $3,118 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $4.86万 | 0.03% | 414 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $4.82万 | 0.03% | 447 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $4.82万 | 0.03% | 284 | 29 | 11.4% | $4,918 | 加仓 |
| EME | EMCOR GROUP INC COM | $4.81万 | 0.03% | 58 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $4.81万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $4.78万 | 0.03% | 829 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $4.68万 | 0.03% | 629 | 24 | 4.0% | $1,784 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $4.66万 | 0.03% | 1,034 | 133 | 14.8% | $6,000 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $4.66万 | 0.03% | 1,161 | 14 | 1.2% | $562 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $4.64万 | 0.03% | 266 | 2 | 0.8% | $349 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $4.59万 | 0.03% | 154 | 15 | 10.8% | $4,468 | 加仓 |
| EQIX | EQUINIX INC COM | $4.59万 | 0.03% | 44 | 1 | 2.3% | $1,042 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $4.55万 | 0.03% | 263 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $4.55万 | 0.03% | 407 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC COM | $4.54万 | 0.03% | 185 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $4.53万 | 0.03% | 190 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $4.46万 | 0.03% | 126 | 6 | 5.0% | $2,125 | 加仓 |
| CME | CME GROUP INC COM | $4.46万 | 0.03% | 202 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $4.43万 | 0.03% | 798 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $4.43万 | 0.03% | 71 | -5 | -6.6% | -$3,119 | 减仓 |
| GLD | SPDR GOLD SHARES | $4.42万 | 0.03% | 120 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $4.42万 | 0.03% | 260 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.27万 | 0.03% | 343 | 68 | 24.7% | $8,462 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $4.23万 | 0.03% | 751 | 47 | 6.7% | $2,649 | 加仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $4.17万 | 0.03% | 551 | 1 | 0.2% | $76 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $4.16万 | 0.03% | 215 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $4.14万 | 0.03% | 978 | 117 | 13.6% | $4,955 | 加仓 |
| WDFC | WD 40 CO COM | $4.14万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $4.13万 | 0.03% | 62 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $4.07万 | 0.03% | 62 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $4.05万 | 0.03% | 1,281 | 31 | 2.5% | $980 | 加仓 |
| BLK | BLACKROCK INC COM | $4.04万 | 0.03% | 42 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $3.99万 | 0.03% | 56 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $3.98万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP COM | $3.98万 | 0.03% | 398 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $3.97万 | 0.03% | 797 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $3.97万 | 0.03% | 357 | 0 | 0.0% | — | 不变 |
| FRO | FRONTLINE PLC COM | $3.92万 | 0.03% | 1,128 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $3.92万 | 0.03% | 175 | 30 | 20.7% | $6,718 | 加仓 |
| SYK | STRYKER CORPORATION COM | $3.87万 | 0.03% | 123 | 9 | 7.9% | $2,834 | 加仓 |
| MCK | MCKESSON CORP COM | $3.85万 | 0.03% | 51 | 3 | 6.2% | $2,267 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $3.85万 | 0.03% | 163 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $3.83万 | 0.03% | 789 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $3.80万 | 0.03% | 1,485 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $3.74万 | 0.03% | 418 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3.73万 | 0.03% | 27 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $3.72万 | 0.03% | 430 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $3.71万 | 0.03% | 109 | 5 | 4.8% | $1,704 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $3.71万 | 0.03% | 974 | -890 | -47.7% | -$3.39万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $3.68万 | 0.03% | 130 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $3.66万 | 0.03% | 289 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $3.66万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $3.65万 | 0.03% | 98 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $3.59万 | 0.03% | 163 | 14 | 9.4% | $3,087 | 加仓 |
| ADBE | ADOBE INC COM | $3.55万 | 0.02% | 173 | -17 | -8.9% | -$3,485 | 减仓 |
| IEX | IDEX CORP COM | $3.54万 | 0.02% | 156 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3.53万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $3.52万 | 0.02% | 11 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $3.47万 | 0.02% | 453 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $3.46万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $3.46万 | 0.02% | 617 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $3.46万 | 0.02% | 876 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3.45万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $3.45万 | 0.02% | 128 | 1 | 0.8% | $270 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $3.44万 | 0.02% | 194 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $3.42万 | 0.02% | 239 | 18 | 8.1% | $2,577 | 加仓 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $3.41万 | 0.02% | 1,167 | 0 | 0.0% | — | 不变 |