Tulsa Wealth Advisors, INC
TULSA OK · SEC CIK 0002114442
$7.10亿2026Q2 申报市值
166持仓数
52.2%前十大占比 · 第一大 8.9%
17 / 4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
FEDERATED HERMES 新建仓+$3,253.55万
TDI 新建仓+$2,573.08万
FWD 新建仓+$2,139.21万
AVLV 加仓+$622.40万
VUG 加仓+$283.60万
2026Q2 卖出最多 按季末市值估算
SPHQ 减仓-$1,492.88万
XLG 减仓-$822.03万
ITOT 减仓-$140.35万
CMCSA 减仓-$129.64万
HOOD 重新持有-$111.97万
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 |
|---|---|---|---|---|---|---|---|---|
| STE | STERIS PLC SHS USD (IRELAND) | $0 | 0.00% | 0 | -3,584 | -100.0% | -$79.26万 | 清仓 |
| ATO | ATMOS ENERGY CORPORATION | $0 | 0.00% | 0 | -2,863 | -100.0% | -$52.89万 | 清仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $0 | 0.00% | 0 | -3,107 | -100.0% | -$28.47万 | 清仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $0 | 0.00% | 0 | -4,683 | -100.0% | -$22.81万 | 清仓 |
| ACHR | ARCHER AVIATION INCORPORATED COM CLASS A | $5.00万 | 0.01% | 10,565 | -2,699 | -20.3% | -$1.28万 | 重新持有 |
| TNGY | TORTOISE ENERGY ETF | $10.84万 | 0.02% | 11,165 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INCORPORATED | $14.01万 | 0.02% | 14,440 | -4,627 | -24.3% | -$4.49万 | 减仓 |
| PH | PARKER-HANNIFIN CORPORATION | $20.15万 | 0.03% | 206 | 206 | — | $20.15万 | 新建仓 |
| VO | VANGUARD MID-CAP ETF | $20.23万 | 0.03% | 2,511 | 2,511 | — | $20.23万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $20.33万 | 0.03% | 2,027 | -11,166 | -84.6% | -$111.97万 | 重新持有 |
| F | FORD MTR COMPANY | $20.39万 | 0.03% | 14,669 | 121 | 0.8% | $1,682 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $21.06万 | 0.03% | 3,995 | 3,995 | — | $21.06万 | 新建仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $21.50万 | 0.03% | 5,202 | -899 | -14.7% | -$3.71万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $21.72万 | 0.03% | 723 | 723 | — | $21.72万 | 新建仓 |
| ISPY | PROSHARES S&P 500 HIGH INCOME ETF | $22.00万 | 0.03% | 4,565 | 4,565 | — | $22.00万 | 新建仓 |
| KO | COCA COLA COMPANY | $22.47万 | 0.03% | 2,765 | 8 | 0.3% | $650 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY (CANADA) | $22.62万 | 0.03% | 2,610 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $23.14万 | 0.03% | 10,991 | 10,991 | — | $23.14万 | 新建仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $23.38万 | 0.03% | 4,403 | 4,403 | — | $23.38万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $23.92万 | 0.03% | 1,943 | 69 | 3.7% | $8,495 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $25.48万 | 0.04% | 1,738 | 32 | 1.9% | $4,692 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $26.33万 | 0.04% | 1,630 | 1,630 | — | $26.33万 | 新建仓 |
| JGRO | JP MORGAN ETF ACTIVE GROWTH ETF | $26.45万 | 0.04% | 2,683 | 2,683 | — | $26.45万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $27.06万 | 0.04% | 567 | 567 | — | $27.06万 | 新建仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $27.27万 | 0.04% | 3,536 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $27.48万 | 0.04% | 5,126 | -164 | -3.1% | -$8,792 | 减仓 |
| OGS | ONE GAS INCORPORATED | $28.05万 | 0.04% | 3,639 | 10 | 0.3% | $771 | 加仓 |
| DVY | ISHARES TR SELECT DIVID ETF | $28.14万 | 0.04% | 1,800 | 11 | 0.6% | $1,720 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $28.40万 | 0.04% | 379 | 37 | 10.8% | $2.77万 | 加仓 |
| MCD | MCDONALDS CORPORATION | $28.55万 | 0.04% | 1,056 | 38 | 3.7% | $1.03万 | 加仓 |
| IJT | ISHARES TR S&P SML 600 GWT | $28.60万 | 0.04% | 1,601 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CLASS A | $28.82万 | 0.04% | 561 | -45 | -7.4% | -$2.31万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $29.36万 | 0.04% | 5,528 | -2 | -0.0% | -$106 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $29.83万 | 0.04% | 8,816 | 1,761 | 25.0% | $5.96万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $31.63万 | 0.04% | 3,435 | 210 | 6.5% | $1.93万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $32.68万 | 0.05% | 626 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $33.09万 | 0.05% | 1,139 | -49 | -4.1% | -$1.42万 | 减仓 |
| RTX | RTX CORPORATION | $33.09万 | 0.05% | 1,744 | 105 | 6.4% | $1.99万 | 加仓 |
| PSX | PHILLIPS 66 | $33.39万 | 0.05% | 1,975 | -1,069 | -35.1% | -$18.07万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INCORPORATED | $33.50万 | 0.05% | 1,125 | 1,125 | — | $33.50万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $34.62万 | 0.05% | 1,100 | -35 | -3.1% | -$1.10万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $34.77万 | 0.05% | 3,955 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INCORPORATED | $34.84万 | 0.05% | 781 | -35 | -4.3% | -$1.56万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $35.19万 | 0.05% | 996 | -1 | -0.1% | -$353 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $36.33万 | 0.05% | 529 | 24 | 4.8% | $1.65万 | 加仓 |
| EQIX | EQUINIX INCORPORATED REIT | $37.04万 | 0.05% | 355 | 355 | — | $37.04万 | 新建仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $38.06万 | 0.05% | 966 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORPORATION | $38.12万 | 0.05% | 7,834 | 569 | 7.8% | $2.77万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $41.24万 | 0.06% | 3,511 | -406 | -10.4% | -$4.77万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $41.64万 | 0.06% | 12,246 | -638 | -5.0% | -$2.17万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $42.97万 | 0.06% | 14,257 | -750 | -5.0% | -$2.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $43.27万 | 0.06% | 375 | -334 | -47.1% | -$38.54万 | 重新持有 |
| OUNZ | VANECK MERK GOLD ETF | $43.48万 | 0.06% | 11,268 | -12 | -0.1% | -$463 | 减仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $43.54万 | 0.06% | 5,857 | -1,145 | -16.4% | -$8.51万 | 减仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $44.51万 | 0.06% | 3,253 | -37 | -1.1% | -$5,062 | 减仓 |
| AMAT | APPLIED MATLS INCORPORATED | $45.27万 | 0.06% | 626 | 626 | — | $45.27万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $46.64万 | 0.07% | 1,266 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE & | $46.65万 | 0.07% | 9,827 | 230 | 2.4% | $1.09万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $47.12万 | 0.07% | 2,075 | 43 | 2.1% | $9,764 | 加仓 |
| BAC | BANK OF AMER CORPORATION | $48.50万 | 0.07% | 8,512 | 1,711 | 25.2% | $9.75万 | 加仓 |
| DXCM | DEXCOM INCORPORATED | $48.92万 | 0.07% | 7,264 | 567 | 8.5% | $3.82万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $49.69万 | 0.07% | 1,324 | -145 | -9.9% | -$5.44万 | 减仓 |
| FAF | FIRST AMERN FINL CORPORATION | $50.41万 | 0.07% | 7,350 | 1,015 | 16.0% | $6.96万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $53.56万 | 0.08% | 2,156 | -37 | -1.7% | -$9,192 | 减仓 |
| LOW | LOWES COMPANIES INCORPORATED | $54.11万 | 0.08% | 2,454 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $54.28万 | 0.08% | 22,111 | -52,807 | -70.5% | -$129.64万 | 减仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $54.49万 | 0.08% | 29,567 | 2,454 | 9.1% | $4.52万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $55.86万 | 0.08% | 2,625 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR MSCI EAFE ETF | $56.06万 | 0.08% | 5,397 | 102 | 1.9% | $1.06万 | 加仓 |
| DHI | D R HORTON INCORPORATED | $56.27万 | 0.08% | 3,455 | 11 | 0.3% | $1,792 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $60.49万 | 0.09% | 1,635 | 20 | 1.2% | $7,399 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $60.91万 | 0.09% | 651 | 101 | 18.4% | $9.45万 | 加仓 |
| APH | AMPHENOL CORPORATION CLASS A | $63.13万 | 0.09% | 3,581 | -330 | -8.4% | -$5.82万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $63.26万 | 0.09% | 7,794 | -1,882 | -19.5% | -$15.27万 | 减仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $64.04万 | 0.09% | 6,470 | -133 | -2.0% | -$1.32万 | 减仓 |
| ICSH | ISHARES TR ULTRA SHORT DUR | $64.49万 | 0.09% | 12,751 | 4,133 | 48.0% | $20.90万 | 加仓 |
| TSLA | TESLA INCORPORATED | $66.96万 | 0.09% | 1,592 | 221 | 16.1% | $9.30万 | 加仓 |
| — | INSPIRE GLOBAL HOPE ETF | $67.20万 | 0.09% | 14,090 | 1,649 | 13.3% | $7.86万 | 加仓 |
| DY | DYCOM INDUSTRIES INCORPORATED | $68.25万 | 0.10% | 1,350 | -8 | -0.6% | -$4,045 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $68.51万 | 0.10% | 2,436 | -163 | -6.3% | -$4.58万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $69.64万 | 0.10% | 27,667 | 3,629 | 15.1% | $9.13万 | 加仓 |
| IQV | IQVIA HLDGS INCORPORATED | $69.83万 | 0.10% | 3,614 | -473 | -11.6% | -$9.14万 | 减仓 |
| COP | CONOCOPHILLIPS | $69.98万 | 0.10% | 6,731 | 138 | 2.1% | $1.43万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $70.23万 | 0.10% | 3,686 | 955 | 35.0% | $18.20万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $70.95万 | 0.10% | 7,843 | 384 | 5.1% | $3.47万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $71.02万 | 0.10% | 4,040 | -388 | -8.8% | -$6.82万 | 减仓 |
| CVX | CHEVRON CORPORATION | $71.11万 | 0.10% | 4,290 | 174 | 4.2% | $2.88万 | 加仓 |
| CRM | SALESFORCE INCORPORATED | $72.10万 | 0.10% | 4,602 | -573 | -11.1% | -$8.98万 | 减仓 |
| ZTS | ZOETIS INCORPORATED CLASS A | $72.78万 | 0.10% | 10,129 | 1,603 | 18.8% | $11.52万 | 加仓 |
| INTC | INTEL CORPORATION | $78.00万 | 0.11% | 5,586 | 990 | 21.5% | $13.82万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $79.35万 | 0.11% | 5,804 | 207 | 3.7% | $2.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $79.76万 | 0.11% | 1,594 | 0 | 0.0% | — | 不变 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $80.38万 | 0.11% | 15,851 | -3,166 | -16.6% | -$16.05万 | 减仓 |
| SPGI | S&P GLOBAL INCORPORATED | $86.36万 | 0.12% | 2,120 | -138 | -6.1% | -$5.62万 | 减仓 |
| CAT | CATERPILLAR INCORPORATED | $88.05万 | 0.12% | 827 | 55 | 7.1% | $5.86万 | 加仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $88.42万 | 0.12% | 10,674 | 146 | 1.4% | $1.21万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $88.66万 | 0.12% | 37,299 | 5,366 | 16.8% | $12.75万 | 加仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $90.56万 | 0.13% | 17,986 | 2,216 | 14.1% | $11.16万 | 加仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $94.49万 | 0.13% | 12,079 | -11,865 | -49.6% | -$92.82万 | 减仓 |
| — | RJ EAGLE GCM DIVIDEND SELECT INCOME ETF | $97.01万 | 0.14% | 33,085 | 9,276 | 39.0% | $27.20万 | 加仓 |