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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC COM | $2.15万 | 0.01% | 298 | -40 | -11.8% | -$2,886 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $2.15万 | 0.01% | 357 | -171 | -32.4% | -$1.03万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $2.15万 | 0.01% | 823 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $2.13万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $2.12万 | 0.01% | 64 | 3 | 4.9% | $995 | 加仓 |
| VTR | VENTAS INC COM | $2.11万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $2.10万 | 0.01% | 151 | 1 | 0.7% | $139 | 加仓 |
| DHI | D R HORTON INC COM | $2.10万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $2.08万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.07万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $2.05万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $2.04万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM | $2.03万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $2.01万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $2.00万 | 0.01% | 369 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $1.98万 | 0.01% | 254 | 254 | — | $1.98万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $1.96万 | 0.01% | 103 | 16 | 18.4% | $3,048 | 加仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $1.96万 | 0.01% | 1,013 | -71 | -6.5% | -$1,372 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.95万 | 0.01% | 237 | -64 | -21.3% | -$5,274 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $1.95万 | 0.01% | 768 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.93万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| 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 |
| IWM | ISHARES RUSSELL 2000 ETF | $1.93万 | 0.01% | 64 | 64 | — | $1.93万 | 新建仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $1.93万 | 0.01% | 194 | 192 | 9,600.0% | $1.91万 | 重新持有 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.93万 | 0.01% | 233 | 232 | 23,200.0% | $1.92万 | 重新持有 |
| MPLX | MPLX LP COM UNIT REP LTD | $1.92万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO COM | $1.92万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1.91万 | 0.01% | 1,997 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $1.91万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA CL A | $1.90万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP COM | $1.90万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.88万 | 0.01% | 41 | -32 | -43.8% | -$1.47万 | 减仓 |
| 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 |
| ARKB | ARK 21SHARES BITCOIN ETF | $1.86万 | 0.01% | 954 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $1.85万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $1.84万 | 0.01% | 649 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $1.84万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A | $1.83万 | 0.01% | 350 | -26 | -6.9% | -$1,361 | 减仓 |
| XPO | XPO INC COM | $1.83万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $1.82万 | 0.01% | 1,980 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $1.81万 | 0.01% | 326 | 1 | 0.3% | $55 | 加仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC W COM | $1.79万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $1.76万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $1.75万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP COM | $1.75万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1.74万 | 0.01% | 67 | -30 | -30.9% | -$7,811 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.74万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1.73万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1.73万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC COM | $1.73万 | 0.01% | 2,158 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $1.72万 | 0.01% | 3,113 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $1.72万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $1.70万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $1.70万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $1.69万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $1.69万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $1.68万 | 0.01% | 394 | 20 | 5.3% | $853 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1.68万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $1.67万 | 0.01% | 682 | -159 | -18.9% | -$3,904 | 减仓 |
| NEM | NEWMONT CORP COM | $1.66万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $1.66万 | 0.01% | 86 | 10 | 13.2% | $1,932 | 加仓 |
| FUL | FULLER H B CO COM | $1.66万 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $1.65万 | 0.01% | 26 | -5 | -16.1% | -$3,172 | 减仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $1.64万 | 0.01% | 353 | -122 | -25.7% | -$5,681 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.64万 | 0.01% | 86 | 86 | — | $1.64万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC COM | $1.63万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.61万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP COM NEW | $1.61万 | 0.01% | 547 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF | $1.61万 | 0.01% | 230 | 3 | 1.3% | $210 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $1.58万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC COM | $1.58万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC COM | $1.58万 | 0.01% | 339 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC COM | $1.57万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.56万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $1.55万 | 0.01% | 30 | 10 | 50.0% | $5,152 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.54万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1.54万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $1.53万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $1.50万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1.49万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC COM | $1.48万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $1.48万 | 0.01% | 97 | -12 | -11.0% | -$1,827 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $1.47万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $1.47万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $1.45万 | 0.01% | 373 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $1.45万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $1.45万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $1.43万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SVCS INC COM | $1.43万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $1.43万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $1.41万 | 0.01% | 162 | 20 | 14.1% | $1,744 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $1.39万 | 0.01% | 103 | 5 | 5.1% | $673 | 加仓 |
| ONDS | ONDAS INC COM NEW | $1.38万 | 0.01% | 1,671 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $1.37万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE CYBERSECURITY FUND | $1.37万 | 0.01% | 379 | 75 | 24.7% | $2,716 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $1.37万 | 0.01% | 427 | 43 | 11.2% | $1,376 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $1.36万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP COM | $1.35万 | 0.01% | 176 | 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 |