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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR CORE S&P TTL STK | $6,346.03万 | 8.94% | 386,317 | -8,544 | -2.2% | -$140.35万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTI | $5,467.47万 | 7.70% | 803,921 | -379 | -0.0% | -$2.58万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $5,290.23万 | 7.45% | 587,150 | -165,691 | -22.0% | -$1,492.88万 | 减仓 |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $4,346.40万 | 6.12% | 476,527 | 68,238 | 16.7% | $622.40万 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP CORE ETF | $3,253.55万 | 4.58% | 926,029 | 926,029 | — | $3,253.55万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $3,158.68万 | 4.45% | 366,691 | 32,923 | 9.9% | $283.60万 | 加仓 |
| TDI | TOUCHSTONE DYNAMIC INTERNATIONAL ETF | $2,573.08万 | 3.62% | 572,765 | 572,765 | — | $2,573.08万 | 新建仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $2,508.85万 | 3.53% | 265,290 | 16,030 | 6.4% | $151.60万 | 加仓 |
| FWD | AB DISRUPTORS ETF | $2,139.21万 | 3.01% | 144,424 | 144,424 | — | $2,139.21万 | 新建仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $2,000.58万 | 2.82% | 326,731 | -134,253 | -29.1% | -$822.03万 | 减仓 |
| HEFA | ISHARES TR HDG MSCI EAFE | $1,948.85万 | 2.74% | 415,311 | -11,774 | -2.8% | -$55.25万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $1,766.50万 | 2.49% | 46,764 | -268 | -0.6% | -$10.12万 | 减仓 |
| AAPL | APPLE INCORPORATED | $1,687.69万 | 2.38% | 58,325 | 4,626 | 8.6% | $133.86万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $1,460.20万 | 2.06% | 19,554 | -758 | -3.7% | -$56.60万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $1,424.18万 | 2.01% | 43,509 | 458 | 1.1% | $14.99万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $1,235.12万 | 1.74% | 33,111 | 2,487 | 8.1% | $92.77万 | 加仓 |
| WMT | WALMART INC | $1,099.29万 | 1.55% | 97,059 | 4,734 | 5.1% | $53.62万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $1,092.33万 | 1.54% | 25,634 | 56 | 0.2% | $2.39万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $901.85万 | 1.27% | 21,716 | 814 | 3.9% | $33.80万 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $844.15万 | 1.19% | 33,017 | -1,149 | -3.4% | -$29.38万 | 减仓 |
| ADI | ANALOG DEVICES INCORPORATED | $757.56万 | 1.07% | 19,074 | -271 | -1.4% | -$10.76万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $699.10万 | 0.98% | 67,247 | 1,154 | 1.7% | $12.00万 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $684.62万 | 0.96% | 19,412 | 1,095 | 6.0% | $38.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $639.40万 | 0.90% | 25,176 | 513 | 2.1% | $13.03万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $600.78万 | 0.85% | 16,811 | -148 | -0.9% | -$5.29万 | 减仓 |
| CB | CHUBB LIMITED (SWITZERLAND) | $592.37万 | 0.83% | 17,385 | 654 | 3.9% | $22.28万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $560.19万 | 0.79% | 38,340 | -413 | -1.1% | -$6.03万 | 减仓 |
| DRI | DARDEN RESTAURANTS INCORPORATED | $507.34万 | 0.71% | 24,627 | 678 | 2.8% | $13.97万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $486.98万 | 0.69% | 19,352 | 1,191 | 6.6% | $29.97万 | 加仓 |
| CME | CME GROUP INCORPORATED | $454.82万 | 0.64% | 20,596 | 544 | 2.7% | $12.01万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $449.55万 | 0.63% | 15,334 | 587 | 4.0% | $17.21万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $439.76万 | 0.62% | 96,228 | 162 | 0.2% | $7,403 | 加仓 |
| O | REALTY INCOME CORPORATION REIT | $421.42万 | 0.59% | 68,014 | 4,727 | 7.5% | $29.29万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $420.36万 | 0.59% | 17,637 | -317 | -1.8% | -$7.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | $408.96万 | 0.58% | 7,040 | -815 | -10.4% | -$47.34万 | 减仓 |
| CMI | CUMMINS INCORPORATED | $396.36万 | 0.56% | 5,557 | -116 | -2.0% | -$8.27万 | 减仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $382.62万 | 0.54% | 75,586 | 947 | 1.3% | $4.79万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF | $382.42万 | 0.54% | 132,531 | -8,513 | -6.0% | -$24.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $364.32万 | 0.51% | 86,046 | 13,833 | 19.2% | $58.57万 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $358.14万 | 0.50% | 10,439 | -38 | -0.4% | -$1.30万 | 减仓 |
| UNP | UNION PAC CORPORATION | $357.18万 | 0.50% | 13,132 | 255 | 2.0% | $6.94万 | 加仓 |
| PTL | INSPIRE 500 ETF | $342.72万 | 0.48% | 11,979 | 1,077 | 9.9% | $30.81万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $336.25万 | 0.47% | 8,090 | 1,048 | 14.9% | $43.56万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $325.44万 | 0.46% | 6,626 | -400 | -5.7% | -$19.65万 | 减仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $309.50万 | 0.44% | 35,262 | 1,106 | 3.2% | $9.71万 | 加仓 |
| WFC | WELLS FARGO & COMPANY | $297.26万 | 0.42% | 35,971 | 10,027 | 38.6% | $82.86万 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $280.99万 | 0.40% | 4,988 | 305 | 6.5% | $17.18万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $257.96万 | 0.36% | 33,996 | -431 | -1.3% | -$3.27万 | 减仓 |
| ETR | ENTERGY CORPORATION NEW | $253.17万 | 0.36% | 22,042 | 1,115 | 5.3% | $12.81万 | 加仓 |
| SCI | SERVICE CORPORATION INTERNATIONAL | $211.05万 | 0.30% | 27,785 | 27,785 | — | $211.05万 | 新建仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $199.12万 | 0.28% | 52,221 | 15,242 | 41.2% | $58.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $198.99万 | 0.28% | 9,945 | 731 | 7.9% | $14.63万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $182.36万 | 0.26% | 46,903 | 6,708 | 16.7% | $26.08万 | 加仓 |
| BBY | BEST BUY INCORPORATED | $181.94万 | 0.26% | 23,978 | -9,431 | -28.2% | -$71.56万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $179.83万 | 0.25% | 1,499 | 125 | 9.1% | $15.00万 | 加仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $177.40万 | 0.25% | 12,899 | -283 | -2.1% | -$3.89万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $165.20万 | 0.23% | 8,919 | 17 | 0.2% | $3,149 | 加仓 |
| BIBL | INSPIRE 100 ETF | $159.33万 | 0.22% | 27,528 | 1,963 | 7.7% | $11.36万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $157.49万 | 0.22% | 28,043 | -13,725 | -32.9% | -$77.08万 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $156.26万 | 0.22% | 10,314 | -574 | -5.3% | -$8.70万 | 减仓 |
| OKE | ONEOK INCORPORATED NEW | $151.04万 | 0.21% | 17,373 | 2,865 | 19.7% | $24.91万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $141.73万 | 0.20% | 5,043 | -369 | -6.8% | -$10.37万 | 减仓 |
| GEV | GE VERNOVA INCORPORATED | $141.53万 | 0.20% | 1,205 | -75 | -5.9% | -$8.81万 | 减仓 |
| ALL | ALLSTATE CORPORATION | $139.64万 | 0.20% | 5,869 | -287 | -4.7% | -$6.83万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $126.66万 | 0.18% | 13,115 | 219 | 1.7% | $2.12万 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $118.46万 | 0.17% | 1,609 | -53 | -3.2% | -$3.90万 | 减仓 |
| MRK | MERCK & COMPANY INCORPORATED | $114.83万 | 0.16% | 8,937 | -573 | -6.0% | -$7.36万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $105.35万 | 0.15% | 9,030 | 920 | 11.3% | $10.73万 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $104.93万 | 0.15% | 7,075 | -13 | -0.2% | -$1,928 | 减仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $98.32万 | 0.14% | 29,913 | 2,914 | 10.8% | $9.58万 | 加仓 |
| — | RJ EAGLE GCM DIVIDEND SELECT INCOME ETF | $97.01万 | 0.14% | 33,085 | 9,276 | 39.0% | $27.20万 | 加仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $94.49万 | 0.13% | 12,079 | -11,865 | -49.6% | -$92.82万 | 减仓 |
| 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 |
| IBD | INSPIRE CORPORATE BOND ETF | $88.66万 | 0.12% | 37,299 | 5,366 | 16.8% | $12.75万 | 加仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $88.42万 | 0.12% | 10,674 | 146 | 1.4% | $1.21万 | 加仓 |
| CAT | CATERPILLAR INCORPORATED | $88.05万 | 0.12% | 827 | 55 | 7.1% | $5.86万 | 加仓 |
| SPGI | S&P GLOBAL INCORPORATED | $86.36万 | 0.12% | 2,120 | -138 | -6.1% | -$5.62万 | 减仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $80.38万 | 0.11% | 15,851 | -3,166 | -16.6% | -$16.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $79.76万 | 0.11% | 1,594 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $79.35万 | 0.11% | 5,804 | 207 | 3.7% | $2.83万 | 加仓 |
| INTC | INTEL CORPORATION | $78.00万 | 0.11% | 5,586 | 990 | 21.5% | $13.82万 | 加仓 |
| ZTS | ZOETIS INCORPORATED CLASS A | $72.78万 | 0.10% | 10,129 | 1,603 | 18.8% | $11.52万 | 加仓 |
| CRM | SALESFORCE INCORPORATED | $72.10万 | 0.10% | 4,602 | -573 | -11.1% | -$8.98万 | 减仓 |
| CVX | CHEVRON CORPORATION | $71.11万 | 0.10% | 4,290 | 174 | 4.2% | $2.88万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INCORPORATED | $71.02万 | 0.10% | 4,040 | -388 | -8.8% | -$6.82万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORPORATION | $70.95万 | 0.10% | 7,843 | 384 | 5.1% | $3.47万 | 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 |
| COP | CONOCOPHILLIPS | $69.98万 | 0.10% | 6,731 | 138 | 2.1% | $1.43万 | 加仓 |
| IQV | IQVIA HLDGS INCORPORATED | $69.83万 | 0.10% | 3,614 | -473 | -11.6% | -$9.14万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $69.64万 | 0.10% | 27,667 | 3,629 | 15.1% | $9.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $68.51万 | 0.10% | 2,436 | -163 | -6.3% | -$4.58万 | 减仓 |
| DY | DYCOM INDUSTRIES INCORPORATED | $68.25万 | 0.10% | 1,350 | -8 | -0.6% | -$4,045 | 减仓 |
| — | INSPIRE GLOBAL HOPE ETF | $67.20万 | 0.09% | 14,090 | 1,649 | 13.3% | $7.86万 | 加仓 |
| TSLA | TESLA INCORPORATED | $66.96万 | 0.09% | 1,592 | 221 | 16.1% | $9.30万 | 加仓 |
| ICSH | ISHARES TR ULTRA SHORT DUR | $64.49万 | 0.09% | 12,751 | 4,133 | 48.0% | $20.90万 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $64.04万 | 0.09% | 6,470 | -133 | -2.0% | -$1.32万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $63.26万 | 0.09% | 7,794 | -1,882 | -19.5% | -$15.27万 | 减仓 |
| APH | AMPHENOL CORPORATION CLASS A | $63.13万 | 0.09% | 3,581 | -330 | -8.4% | -$5.82万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $60.91万 | 0.09% | 651 | 101 | 18.4% | $9.45万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $60.49万 | 0.09% | 1,635 | 20 | 1.2% | $7,399 | 加仓 |