Tulsa Wealth Advisors, INC
TULSA OK · SEC CIK 0002114442
$5.70亿2026Q1 申报市值
150持仓数
54.7%前十大占比 · 第一大 9.9%
67 / 24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
SPHQ 新建仓+$5,660.61万
ITOT 新建仓+$5,624.01万
DYNF 新建仓+$4,679.42万
AVLV 新建仓+$3,291.22万
XLG 新建仓+$2,514.67万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$801.84万
OKE 减仓-$735.17万
WMT 减仓-$635.68万
AVGO 减仓-$633.76万
MSFT 减仓-$491.58万
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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $78.33万 | 0.14% | 9,676 | -4,339 | -31.0% | -$35.12万 | 减仓 |
| STE | STERIS PLC SHS USD (IRELAND) | $79.26万 | 0.14% | 3,584 | 3,584 | — | $79.26万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $85.17万 | 0.15% | 4,116 | -2,259 | -35.4% | -$46.74万 | 减仓 |
| COP | CONOCOPHILLIPS | $87.03万 | 0.15% | 6,593 | -28,022 | -81.0% | -$369.91万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $87.59万 | 0.15% | 4,428 | -2,045 | -31.6% | -$40.45万 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $88.11万 | 0.15% | 7,088 | 7,088 | — | $88.11万 | 新建仓 |
| — | EXXON MOBIL CORPORATION | $94.96万 | 0.17% | 5,597 | -3,408 | -37.8% | -$57.82万 | 减仓 |
| QQQ | INVESCO QQQ TRUST | $95.91万 | 0.17% | 1,662 | 1,662 | — | $95.91万 | 新建仓 |
| SPGI | S&P GLOBAL INCORPORATED | $96.02万 | 0.17% | 2,258 | -880 | -28.0% | -$37.42万 | 减仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $96.51万 | 0.17% | 19,017 | 19,017 | — | $96.51万 | 新建仓 |
| CRM | SALESFORCE INCORPORATED | $96.60万 | 0.17% | 5,175 | -1,886 | -26.7% | -$35.21万 | 减仓 |
| ZTS | ZOETIS INCORPORATED CLASS A | $100.79万 | 0.18% | 8,526 | 8,526 | — | $100.79万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $106.53万 | 0.19% | 5,412 | 5,412 | — | $106.53万 | 新建仓 |
| GEV | GE VERNOVA INCORPORATED | $111.69万 | 0.20% | 1,280 | -826 | -39.2% | -$72.07万 | 减仓 |
| MRK | MERCK & COMPANY INCORPORATED | $114.39万 | 0.20% | 9,510 | -5,005 | -34.5% | -$60.20万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $116.75万 | 0.20% | 12,896 | 12,896 | — | $116.75万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $118.63万 | 0.21% | 8,110 | -4,743 | -36.9% | -$69.38万 | 减仓 |
| BIBL | INSPIRE 100 ETF | $120.54万 | 0.21% | 25,565 | 25,565 | — | $120.54万 | 新建仓 |
| LLY | ELI LILLY & COMPANY | $126.39万 | 0.22% | 1,374 | -8 | -0.6% | -$7,359 | 减仓 |
| ALL | ALLSTATE CORPORATION | $127.65万 | 0.22% | 6,156 | -3,186 | -34.1% | -$66.06万 | 减仓 |
| OKE | ONEOK INCORPORATED NEW | $131.13万 | 0.23% | 14,508 | -81,336 | -84.9% | -$735.17万 | 减仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $138.26万 | 0.24% | 36,979 | 36,979 | — | $138.26万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $143.98万 | 0.25% | 8,902 | 8,902 | — | $143.98万 | 新建仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $149.10万 | 0.26% | 13,182 | 13,182 | — | $149.10万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $159.79万 | 0.28% | 7,855 | -4,232 | -35.0% | -$86.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $160.70万 | 0.28% | 9,214 | -24,474 | -72.6% | -$426.84万 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $173.88万 | 0.30% | 10,888 | -5,580 | -33.9% | -$89.11万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $188.55万 | 0.33% | 40,195 | -3,430 | -7.9% | -$16.09万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $190.55万 | 0.33% | 7,042 | -4,014 | -36.3% | -$108.62万 | 减仓 |
| WFC | WELLS FARGO & COMPANY | $206.54万 | 0.36% | 25,944 | -9,683 | -27.2% | -$77.09万 | 减仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $207.47万 | 0.36% | 23,944 | 23,944 | — | $207.47万 | 新建仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $208.07万 | 0.36% | 34,427 | 34,427 | — | $208.07万 | 新建仓 |
| BBY | BEST BUY INCORPORATED | $214.48万 | 0.38% | 33,409 | -9,188 | -21.6% | -$58.99万 | 减仓 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $215.09万 | 0.38% | 74,918 | -18,704 | -20.0% | -$53.70万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $221.39万 | 0.39% | 20,884 | 20,884 | — | $221.39万 | 新建仓 |
| ETR | ENTERGY CORPORATION NEW | $235.13万 | 0.41% | 20,927 | -5,177 | -19.8% | -$58.17万 | 减仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $267.94万 | 0.47% | 4,683 | -2,765 | -37.1% | -$158.20万 | 减仓 |
| PTL | INSPIRE 500 ETF | $273.15万 | 0.48% | 10,902 | 10,902 | — | $273.15万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $292.80万 | 0.51% | 7,026 | 7,026 | — | $292.80万 | 新建仓 |
| CMI | CUMMINS INCORPORATED | $305.23万 | 0.54% | 5,673 | -2,243 | -28.3% | -$120.68万 | 减仓 |
| UNP | UNION PAC CORPORATION | $312.41万 | 0.55% | 12,877 | -3,614 | -21.9% | -$87.68万 | 减仓 |
| V | VISA INCORPORATED COM CLASS A | $316.65万 | 0.56% | 10,477 | -5,426 | -34.1% | -$163.99万 | 减仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $317.24万 | 0.56% | 34,156 | -13,365 | -28.1% | -$124.13万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $362.51万 | 0.64% | 72,213 | -22,220 | -23.5% | -$111.54万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $373.93万 | 0.66% | 17,954 | -9,762 | -35.2% | -$203.31万 | 减仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $377.52万 | 0.66% | 74,639 | 74,639 | — | $377.52万 | 新建仓 |
| O | REALTY INCOME CORPORATION REIT | $387.19万 | 0.68% | 63,287 | 63,287 | — | $387.19万 | 新建仓 |
| ABBV | ABBVIE INCORPORATED | $394.99万 | 0.69% | 18,161 | -7,155 | -28.3% | -$155.62万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF | $405.50万 | 0.71% | 141,044 | 141,044 | — | $405.50万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $428.38万 | 0.75% | 14,747 | -4,115 | -21.8% | -$119.54万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $430.86万 | 0.76% | 96,066 | 96,066 | — | $430.86万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $469.49万 | 0.82% | 23,949 | -5,930 | -19.8% | -$116.25万 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $487.66万 | 0.85% | 16,959 | -9,751 | -36.5% | -$280.39万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $507.47万 | 0.89% | 38,753 | 38,753 | — | $507.47万 | 新建仓 |
| CB | CHUBB LIMITED SWITZ (SWITZERLAND) | $545.31万 | 0.96% | 16,731 | 16,731 | — | $545.31万 | 新建仓 |
| CME | CME GROUP INCORPORATED | $592.24万 | 1.04% | 20,052 | -7,133 | -26.2% | -$210.68万 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $602.43万 | 1.06% | 18,317 | -5,625 | -23.5% | -$185.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $602.86万 | 1.06% | 24,663 | -9,592 | -28.0% | -$234.47万 | 减仓 |
| ADI | ANALOG DEVICES INCORPORATED | $615.44万 | 1.08% | 19,345 | -8,054 | -29.4% | -$256.23万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $639.12万 | 1.12% | 66,093 | 66,093 | — | $639.12万 | 新建仓 |
| MPC | MARATHON PETE CORPORATION | $834.27万 | 1.46% | 34,166 | -11,285 | -24.8% | -$275.56万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $907.09万 | 1.59% | 20,902 | -6,499 | -23.7% | -$282.04万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $914.84万 | 1.60% | 25,578 | 25,578 | — | $914.84万 | 新建仓 |
| MSFT | MICROSOFT CORPORATION | $1,133.59万 | 1.99% | 30,624 | -13,280 | -30.2% | -$491.58万 | 减仓 |
| WMT | WALMART INCORPORATED | $1,147.41万 | 2.01% | 92,325 | -51,149 | -35.7% | -$635.68万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $1,266.38万 | 2.22% | 43,051 | -14,147 | -24.7% | -$416.14万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $1,320.95万 | 2.32% | 20,312 | 20,312 | — | $1,320.95万 | 新建仓 |
| AAPL | APPLE INCORPORATED | $1,362.81万 | 2.39% | 53,699 | -31,595 | -37.0% | -$801.84万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $1,455.69万 | 2.55% | 47,032 | -20,476 | -30.3% | -$633.76万 | 减仓 |
| HEFA | ISHARES TR HDG MSCI EAFE | $1,814.90万 | 3.18% | 427,085 | 427,085 | — | $1,814.90万 | 新建仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $2,378.93万 | 4.17% | 249,260 | 249,260 | — | $2,378.93万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $2,429.78万 | 4.26% | 55,628 | 55,628 | — | $2,429.78万 | 新建仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $2,514.67万 | 4.41% | 460,984 | 460,984 | — | $2,514.67万 | 新建仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $3,291.22万 | 5.77% | 408,289 | 408,289 | — | $3,291.22万 | 新建仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTI | $4,679.42万 | 8.20% | 804,300 | 804,300 | — | $4,679.42万 | 新建仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $5,624.01万 | 9.86% | 394,861 | 394,861 | — | $5,624.01万 | 新建仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $5,660.61万 | 9.92% | 752,841 | 752,841 | — | $5,660.61万 | 新建仓 |