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 |
|---|---|---|---|---|---|---|---|---|
| OVV | OVINTIV INC COM | $3.04万 | 0.02% | 529 | 529 | — | $3.04万 | 新建仓 |
| SAP | SAP SE SPON ADR | $3.03万 | 0.02% | 177 | 167 | 1,670.0% | $2.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $3.03万 | 0.02% | 49 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3.02万 | 0.02% | 27 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $2.99万 | 0.02% | 156 | 156 | — | $2.99万 | 新建仓 |
| SKT | TANGER INC COM | $2.99万 | 0.02% | 876 | 876 | — | $2.99万 | 新建仓 |
| WEX | WEX INC COM | $2.98万 | 0.02% | 198 | 193 | 3,860.0% | $2.90万 | 加仓 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $2.97万 | 0.02% | 1,167 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $2.96万 | 0.02% | 365 | 5 | 1.4% | $406 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $2.96万 | 0.02% | 528 | 508 | 2,540.0% | $2.85万 | 加仓 |
| — | COTERRA ENERGY INC COM | $2.94万 | 0.02% | 866 | 546 | 170.6% | $1.85万 | 加仓 |
| SRE | SEMPRA COM | $2.93万 | 0.02% | 301 | 1 | 0.3% | $97 | 加仓 |
| EMR | EMERSON ELEC CO COM | $2.93万 | 0.02% | 221 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $2.92万 | 0.02% | 145 | 110 | 314.3% | $2.21万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $2.92万 | 0.02% | 700 | 603 | 621.6% | $2.51万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2.91万 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $2.90万 | 0.02% | 762 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $2.89万 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $2.88万 | 0.02% | 66 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC COM | $2.86万 | 0.02% | 150 | 150 | — | $2.86万 | 新建仓 |
| ECL | ECOLAB INC COM | $2.86万 | 0.02% | 106 | 38 | 55.9% | $1.02万 | 加仓 |
| PBF | PBF ENERGY INC CL A | $2.85万 | 0.02% | 619 | 619 | — | $2.85万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP COM | $2.77万 | 0.02% | 1,058 | 983 | 1,310.7% | $2.57万 | 加仓 |
| CCK | CROWN HLDGS INC COM | $2.76万 | 0.02% | 266 | 234 | 731.2% | $2.43万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $2.76万 | 0.02% | 216 | 216 | — | $2.76万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2.74万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.73万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $2.73万 | 0.02% | 471 | 471 | — | $2.73万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $2.70万 | 0.02% | 113 | 113 | — | $2.70万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC COM | $2.69万 | 0.02% | 140 | 140 | — | $2.69万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $2.65万 | 0.02% | 573 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC CL A | $2.63万 | 0.02% | 2,243 | 2,243 | — | $2.63万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $2.62万 | 0.02% | 93 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $2.62万 | 0.02% | 477 | 477 | — | $2.62万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2.61万 | 0.02% | 949 | 356 | 60.0% | $9,786 | 加仓 |
| TRMB | TRIMBLE INC COM | $2.60万 | 0.02% | 400 | 400 | — | $2.60万 | 新建仓 |
| EPR | EPR PPTYS COM SH BEN INT | $2.59万 | 0.02% | 516 | 186 | 56.4% | $9,354 | 加仓 |
| BKH | BLACK HILLS CORP COM | $2.59万 | 0.02% | 371 | 270 | 267.3% | $1.89万 | 加仓 |
| TS | TENARIS S A SPONSORED ADS | $2.58万 | 0.02% | 446 | 446 | — | $2.58万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2.56万 | 0.02% | 423 | 423 | — | $2.56万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $2.56万 | 0.02% | 269 | 168 | 166.3% | $1.60万 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $2.53万 | 0.02% | 475 | 475 | — | $2.53万 | 新建仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $2.52万 | 0.02% | 590 | 590 | — | $2.52万 | 新建仓 |
| SMTC | SEMTECH CORP COM | $2.51万 | 0.02% | 313 | 313 | — | $2.51万 | 新建仓 |
| TECH | BIO-TECHNE CORP COM | $2.50万 | 0.02% | 468 | 360 | 333.3% | $1.93万 | 加仓 |
| MCO | MOODYS CORP COM | $2.50万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $2.48万 | 0.02% | 157 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2.48万 | 0.02% | 234 | 234 | — | $2.48万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $2.46万 | 0.02% | 497 | 497 | — | $2.46万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $2.45万 | 0.02% | 401 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $2.43万 | 0.02% | 62 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $2.43万 | 0.02% | 57 | -10 | -14.9% | -$4,259 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $2.42万 | 0.02% | 338 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $2.41万 | 0.02% | 137 | 110 | 407.4% | $1.93万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $2.41万 | 0.02% | 1,515 | 1,158 | 324.4% | $1.84万 | 加仓 |
| OIS | OIL STS INTL INC COM | $2.40万 | 0.02% | 2,158 | 2,158 | — | $2.40万 | 新建仓 |
| AYI | ACUITY INC COM | $2.38万 | 0.02% | 83 | 83 | — | $2.38万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $2.36万 | 0.02% | 792 | 772 | 3,860.0% | $2.30万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.36万 | 0.02% | 509 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC COM | $2.36万 | 0.02% | 146 | 140 | 2,333.3% | $2.26万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $2.36万 | 0.02% | 841 | 588 | 232.4% | $1.65万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $2.28万 | 0.02% | 115 | 93 | 422.7% | $1.84万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $2.27万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.27万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $2.26万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $2.26万 | 0.02% | 123 | 98 | 392.0% | $1.80万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $2.26万 | 0.02% | 1,204 | 1,133 | 1,595.8% | $2.13万 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $2.26万 | 0.02% | 680 | 680 | — | $2.26万 | 新建仓 |
| AVAV | AEROVIRONMENT INC COM | $2.26万 | 0.02% | 123 | 123 | — | $2.26万 | 新建仓 |
| PODD | INSULET CORP COM | $2.26万 | 0.02% | 109 | 86 | 373.9% | $1.78万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $2.25万 | 0.02% | 406 | 406 | — | $2.25万 | 新建仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $2.23万 | 0.02% | 3,032 | 3,032 | — | $2.23万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC COM | $2.23万 | 0.02% | 19 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $2.23万 | 0.02% | 305 | 305 | — | $2.23万 | 新建仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $2.23万 | 0.02% | 475 | -119 | -20.0% | -$5,577 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $2.22万 | 0.02% | 243 | 230 | 1,769.2% | $2.11万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $2.20万 | 0.02% | 493 | 418 | 557.3% | $1.87万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $2.19万 | 0.02% | 290 | 273 | 1,605.9% | $2.06万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $2.16万 | 0.02% | 901 | 402 | 80.6% | $9,640 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $2.16万 | 0.02% | 954 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC COM | $2.15万 | 0.02% | 277 | 270 | 3,857.1% | $2.10万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $2.13万 | 0.02% | 301 | 290 | 2,636.4% | $2.05万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.12万 | 0.02% | 371 | 264 | 246.7% | $1.51万 | 加仓 |
| LOGI | LOGITECH INTL S A SHS | $2.11万 | 0.02% | 230 | 219 | 1,990.9% | $2.01万 | 加仓 |
| ATR | APTARGROUP INC COM | $2.10万 | 0.02% | 166 | 166 | — | $2.10万 | 新建仓 |
| BX | BLACKSTONE INC COM | $2.10万 | 0.02% | 184 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $2.09万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.09万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $2.07万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $2.06万 | 0.02% | 391 | 145 | 58.9% | $7,649 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $2.05万 | 0.02% | 1,980 | 1,864 | 1,606.9% | $1.93万 | 加仓 |
| NEM | NEWMONT CORP COM | $2.03万 | 0.02% | 178 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2.01万 | 0.02% | 107 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC COM | $2.01万 | 0.02% | 214 | 214 | — | $2.01万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $2.01万 | 0.02% | 247 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW COM | $2.00万 | 0.02% | 1,079 | 1,079 | — | $2.00万 | 新建仓 |
| ENB | ENBRIDGE INC COM | $1.98万 | 0.02% | 369 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $1.97万 | 0.01% | 733 | 733 | — | $1.97万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1.96万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $1.96万 | 0.01% | 61 | 29 | 90.6% | $9,319 | 加仓 |