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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INCORPORATED COM CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALNT | ALLIENT INCORPORATED | $0 | 0.00% | 0 | -12,262 | -100.0% | -$65.91万 | 清仓 |
| AAON | AAON INCORPORATED COM PAR $0.004 | $0 | 0.00% | 0 | -8,463 | -100.0% | -$64.53万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $0 | 0.00% | 0 | -613 | -100.0% | -$53.90万 | 清仓 |
| BOKF | BOK FINL CORPORATION COM NEW | $0 | 0.00% | 0 | -4,241 | -100.0% | -$50.24万 | 清仓 |
| ORCL | ORACLE CORPORATION | $0 | 0.00% | 0 | -2,238 | -100.0% | -$43.63万 | 清仓 |
| AXP | AMERICAN EXPRESS COMPANY | $0 | 0.00% | 0 | -1,089 | -100.0% | -$40.28万 | 清仓 |
| FISV | FISERV INCORPORATED | $0 | 0.00% | 0 | -5,367 | -100.0% | -$36.05万 | 清仓 |
| NFLX | NETFLIX INCORPORATED | $0 | 0.00% | 0 | -3,581 | -100.0% | -$33.58万 | 清仓 |
| OKLO | OKLO INCORPORATED COM CLASS A | $0 | 0.00% | 0 | -4,632 | -100.0% | -$33.24万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INCORPORATED CLASS A | $0 | 0.00% | 0 | -676 | -100.0% | -$31.69万 | 清仓 |
| BKNG | BOOKING HOLDINGS INCORPORATED | $0 | 0.00% | 0 | -57 | -100.0% | -$30.54万 | 清仓 |
| BA | BOEING COMPANY | $0 | 0.00% | 0 | -1,392 | -100.0% | -$30.23万 | 清仓 |
| T | AT&T INCORPORATED | $0 | 0.00% | 0 | -11,243 | -100.0% | -$27.93万 | 清仓 |
| SO | SOUTHERN COMPANY | $0 | 0.00% | 0 | -3,072 | -100.0% | -$26.79万 | 清仓 |
| APP | APPLOVIN CORPORATION COM CLASS A | $0 | 0.00% | 0 | -392 | -100.0% | -$26.41万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -3,122 | -100.0% | -$26.05万 | 清仓 |
| QBTS | D-WAVE QUANTUM INCORPORATED | $0 | 0.00% | 0 | -9,471 | -100.0% | -$24.77万 | 清仓 |
| GE | GE AEROSPACE COM NEW | $0 | 0.00% | 0 | -803 | -100.0% | -$24.72万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,793 | -100.0% | -$22.47万 | 清仓 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $0 | 0.00% | 0 | -1,354 | -100.0% | -$21.71万 | 清仓 |
| CLMT | CALUMET INCORPORATED | $0 | 0.00% | 0 | -10,692 | -100.0% | -$21.25万 | 清仓 |
| MU | MICRON TECHNOLOGY INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INCORPORATED | $0 | 0.00% | 0 | -7,680 | -100.0% | -$20.11万 | 清仓 |
| — | KLX ENERGY SERVICS HOLDNGS INCORPORATED COM NEW | $0 | 0.00% | 0 | -61,753 | -100.0% | -$11.67万 | 清仓 |
| ACHR | ARCHER AVIATION INCORPORATED COM CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GALECTIN THERAPEUTICS INCORPORATED COM NEW | $0 | 0.00% | 0 | -23,394 | -100.0% | -$9.73万 | 清仓 |
| TNGY | TORTOISE ENERGY ETF | $11.65万 | 0.02% | 11,165 | 11,165 | — | $11.65万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INCORPORATED | $13.06万 | 0.02% | 19,067 | -4,945 | -20.6% | -$3.39万 | 减仓 |
| F | FORD MTR COMPANY | $16.79万 | 0.03% | 14,548 | -11,174 | -43.4% | -$12.90万 | 减仓 |
| INTC | INTEL CORPORATION | $20.28万 | 0.04% | 4,596 | -2,424 | -34.5% | -$10.70万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY (CANADA) | $20.53万 | 0.04% | 2,610 | 2,610 | — | $20.53万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $20.55万 | 0.04% | 7,055 | 7,055 | — | $20.55万 | 新建仓 |
| KO | COCA COLA COMPANY | $20.97万 | 0.04% | 2,757 | -2,699 | -49.5% | -$20.53万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $22.35万 | 0.04% | 342 | 342 | — | $22.35万 | 新建仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $22.81万 | 0.04% | 4,683 | 4,683 | — | $22.81万 | 新建仓 |
| IJT | ISHARES TR S&P SML 600 GWT | $23.16万 | 0.04% | 1,601 | 1,601 | — | $23.16万 | 新建仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $23.88万 | 0.04% | 3,536 | 3,536 | — | $23.88万 | 新建仓 |
| PG | PROCTER & GAMBLE COMPANY | $24.64万 | 0.04% | 1,706 | -1,229 | -41.9% | -$17.75万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $26.12万 | 0.05% | 5,290 | 5,290 | — | $26.12万 | 新建仓 |
| DVY | ISHARES TR SELECT DIVID ETF | $27.09万 | 0.05% | 1,789 | 1,789 | — | $27.09万 | 新建仓 |
| WTAI | WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE & | $27.09万 | 0.05% | 9,597 | 9,597 | — | $27.09万 | 新建仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $28.47万 | 0.05% | 3,107 | 3,107 | — | $28.47万 | 新建仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $28.59万 | 0.05% | 997 | -3,653 | -78.6% | -$104.77万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $28.98万 | 0.05% | 626 | 626 | — | $28.98万 | 新建仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $29.06万 | 0.05% | 791 | 791 | — | $29.06万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $29.47万 | 0.05% | 1,874 | -1,877 | -50.0% | -$29.52万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $29.77万 | 0.05% | 3,225 | -767 | -19.2% | -$7.08万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $30.18万 | 0.05% | 505 | 505 | — | $30.18万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CLASS A | $30.28万 | 0.05% | 606 | -658 | -52.1% | -$32.88万 | 减仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $30.31万 | 0.05% | 966 | 966 | — | $30.31万 | 新建仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $30.39万 | 0.05% | 3,917 | -1,785 | -31.3% | -$13.85万 | 减仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $30.70万 | 0.05% | 6,101 | -3,274 | -34.9% | -$16.48万 | 减仓 |
| OGS | ONE GAS INCORPORATED | $31.25万 | 0.05% | 3,629 | -9,853 | -73.1% | -$84.85万 | 减仓 |
| RTX | RTX CORPORATION | $31.61万 | 0.06% | 1,639 | -2,467 | -60.1% | -$47.58万 | 减仓 |
| MCD | MCDONALDS CORPORATION | $31.65万 | 0.06% | 1,018 | -1,391 | -57.7% | -$43.25万 | 减仓 |
| SNPS | SYNOPSYS INCORPORATED | $32.35万 | 0.06% | 816 | -154 | -15.9% | -$6.11万 | 减仓 |
| NSC | NORFOLK SOUTHN CORPORATION | $32.57万 | 0.06% | 1,135 | -82 | -6.7% | -$2.35万 | 减仓 |
| BAC | BANK AMERICA CORPORATION | $33.16万 | 0.06% | 6,801 | -2,776 | -29.0% | -$13.53万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $33.88万 | 0.06% | 5,530 | 5,530 | — | $33.88万 | 新建仓 |
| OGE | OGE ENERGY CORPORATION | $34.84万 | 0.06% | 7,265 | -1,037 | -12.5% | -$4.97万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $36.30万 | 0.06% | 2,731 | 2,731 | — | $36.30万 | 新建仓 |
| FAF | FIRST AMERN FINL CORPORATION | $38.20万 | 0.07% | 6,335 | -1,053 | -14.3% | -$6.35万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $40.02万 | 0.07% | 15,007 | 15,007 | — | $40.02万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEMS INCORPORATED | $40.82万 | 0.07% | 1,469 | -369 | -20.1% | -$10.25万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INCORPORATED | $41.02万 | 0.07% | 1,188 | -1,065 | -47.3% | -$36.77万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | $41.24万 | 0.07% | 12,884 | 642 | 5.2% | $2.06万 | 加仓 |
| DXCM | DEXCOM INCORPORATED | $42.06万 | 0.07% | 6,697 | 217 | 3.3% | $1.36万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $42.91万 | 0.08% | 2,032 | 2,032 | — | $42.91万 | 新建仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $43.12万 | 0.08% | 3,290 | -793 | -19.4% | -$10.39万 | 减仓 |
| ICSH | ISHARES TR ULTRA SHORT DUR | $43.62万 | 0.08% | 8,618 | 8,618 | — | $43.62万 | 新建仓 |
| DY | DYCOM INDUSTRIES INCORPORATED | $46.01万 | 0.08% | 1,358 | -278 | -17.0% | -$9.42万 | 减仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $46.50万 | 0.08% | 27,113 | 27,113 | — | $46.50万 | 新建仓 |
| DHI | D R HORTON INCORPORATED | $47.26万 | 0.08% | 3,444 | -283 | -7.6% | -$3.88万 | 减仓 |
| APH | AMPHENOL CORPORATION CLASS A | $49.41万 | 0.09% | 3,911 | -1,765 | -31.1% | -$22.30万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $50.38万 | 0.09% | 2,625 | 2,625 | — | $50.38万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $50.82万 | 0.09% | 11,280 | 11,280 | — | $50.82万 | 新建仓 |
| WMB | WILLIAMS COMPANIES INCORPORATED | $50.96万 | 0.09% | 7,002 | -15,950 | -69.5% | -$116.08万 | 减仓 |
| TSLA | TESLA INCORPORATED | $50.97万 | 0.09% | 1,371 | -2,874 | -67.7% | -$106.84万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $51.43万 | 0.09% | 5,295 | 5,295 | — | $51.43万 | 新建仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $51.80万 | 0.09% | 1,615 | 1,615 | — | $51.80万 | 新建仓 |
| ATO | ATMOS ENERGY CORPORATION | $52.89万 | 0.09% | 2,863 | -1,672 | -36.9% | -$30.89万 | 减仓 |
| GLD | SPDR GOLD SHARES | $54.47万 | 0.10% | 1,266 | 1,266 | — | $54.47万 | 新建仓 |
| CAT | CATERPILLAR INCORPORATED | $54.70万 | 0.10% | 772 | -808 | -51.1% | -$57.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $54.81万 | 0.10% | 550 | -86 | -13.5% | -$8.57万 | 减仓 |
| — | INSPIRE GLOBAL HOPE ETF | $55.18万 | 0.10% | 12,441 | 12,441 | — | $55.18万 | 新建仓 |
| PSX | PHILLIPS 66 | $55.46万 | 0.10% | 3,044 | -16,281 | -84.2% | -$296.64万 | 减仓 |
| LOW | LOWES COMPANIES INCORPORATED | $57.99万 | 0.10% | 2,454 | -312 | -11.3% | -$7.37万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $59.59万 | 0.10% | 24,038 | 24,038 | — | $59.59万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $59.73万 | 0.10% | 7,459 | -1,971 | -20.9% | -$15.78万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORPORATION | $61.24万 | 0.11% | 2,193 | 1,006 | 84.8% | $28.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $63.00万 | 0.11% | 2,599 | -1,911 | -42.4% | -$46.33万 | 减仓 |
| — | RJ EAGLE GCM DIVIDEND SELECT INCOME ETF | $63.63万 | 0.11% | 23,809 | 23,809 | — | $63.63万 | 新建仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $65.55万 | 0.11% | 6,603 | 6,603 | — | $65.55万 | 新建仓 |
| IQV | IQVIA HLDGS INCORPORATED | $69.70万 | 0.12% | 4,087 | -1,737 | -29.8% | -$29.62万 | 减仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $73.24万 | 0.13% | 15,770 | 15,770 | — | $73.24万 | 新建仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $73.44万 | 0.13% | 10,528 | 10,528 | — | $73.44万 | 新建仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $76.18万 | 0.13% | 31,933 | 31,933 | — | $76.18万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $76.38万 | 0.13% | 1,594 | -559 | -26.0% | -$26.79万 | 减仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $78.30万 | 0.14% | 26,999 | 26,999 | — | $78.30万 | 新建仓 |