Oakmont Advisory Group, LLC
ALBUQUERQUE NM · SEC CIK 0002115370
$1.19亿2026Q2 申报市值
501持仓数
40.3%前十大占比 · 第一大 12.6%
383 / 32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
FMAR 新建仓+$87.15万
FMAY 新建仓+$86.74万
FAPR 新建仓+$85.01万
ICSH 加仓+$77.48万
XLY 新建仓+$66.61万
2026Q2 卖出最多 按季末市值估算
FNOV 清仓-$74.67万
FJAN 清仓-$74.55万
FDEC 清仓-$74.45万
HIMS 减仓-$72.87万
XLB 清仓-$57.83万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,499.83万 | 12.60% | 21,838 | -227 | -1.0% | -$15.59万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $607.55万 | 5.10% | 74,146 | -1,507 | -2.0% | -$12.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $479.00万 | 4.02% | 67,228 | 1,401 | 2.1% | $9.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $421.92万 | 3.54% | 5,730 | -469 | -7.6% | -$34.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $417.92万 | 3.51% | 70,015 | 1,191 | 1.7% | $7.11万 | 加仓 |
| ICSH | ISHARES TR | $408.71万 | 3.43% | 80,806 | 15,318 | 23.4% | $77.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $322.55万 | 2.71% | 39,173 | 828 | 2.2% | $6.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $242.39万 | 2.04% | 10,244 | 530 | 5.5% | $12.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $230.84万 | 1.94% | 27,930 | -320 | -1.1% | -$2.64万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $169.27万 | 1.42% | 36,162 | 6,141 | 20.5% | $28.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $166.81万 | 1.40% | 22,723 | -1,518 | -6.3% | -$11.14万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $166.00万 | 1.39% | 7,802 | 145 | 1.9% | $3.09万 | 加仓 |
| CWB | SPDR SERIES TRUST | $149.53万 | 1.26% | 13,869 | -1,589 | -10.3% | -$17.13万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $122.37万 | 1.03% | 15,955 | 773 | 5.1% | $5.93万 | 加仓 |
| JNK | SPDR SERIES TRUST | $121.73万 | 1.02% | 12,631 | 1,124 | 9.8% | $10.83万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $120.62万 | 1.01% | 20,451 | 1,145 | 5.9% | $6.75万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $110.44万 | 0.93% | 6,989 | 645 | 10.2% | $10.19万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $108.60万 | 0.91% | 19,682 | -1,279 | -6.1% | -$7.06万 | 减仓 |
| SHYG | ISHARES TR | $106.51万 | 0.89% | 25,114 | 172 | 0.7% | $7,294 | 加仓 |
| VB | VANGUARD INDEX FDS | $101.08万 | 0.85% | 3,335 | 13 | 0.4% | $3,940 | 加仓 |
| VO | VANGUARD INDEX FDS | $97.65万 | 0.82% | 12,120 | 176 | 1.5% | $1.42万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $97.43万 | 0.82% | 12,328 | 3,005 | 32.2% | $23.75万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $95.89万 | 0.81% | 6,044 | 344 | 6.0% | $5.46万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $94.99万 | 0.80% | 9,850 | 336 | 3.5% | $3.24万 | 加仓 |
| HYD | VANECK ETF TRUST | $94.93万 | 0.80% | 18,430 | 4,685 | 34.1% | $24.13万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $93.17万 | 0.78% | 16,008 | 5,323 | 49.8% | $30.98万 | 加仓 |
| PFF | ISHARES TR | $90.80万 | 0.76% | 29,781 | 1,855 | 6.6% | $5.66万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $87.15万 | 0.73% | 16,676 | 16,676 | — | $87.15万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $87.07万 | 0.73% | 14,279 | 711 | 5.2% | $4.34万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $86.74万 | 0.73% | 15,434 | 15,434 | — | $86.74万 | 新建仓 |
| RYLD | GLOBAL X FDS | $85.76万 | 0.72% | 53,634 | 4,175 | 8.4% | $6.68万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $85.01万 | 0.71% | 18,189 | 18,189 | — | $85.01万 | 新建仓 |
| QYLD | GLOBAL X FDS | $81.32万 | 0.68% | 44,125 | 12,431 | 39.2% | $22.91万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $81.17万 | 0.68% | 16,759 | -6,041 | -26.5% | -$29.26万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $73.98万 | 0.62% | 23,331 | 3,535 | 17.9% | $11.21万 | 加仓 |
| STIP | ISHARES TR | $73.05万 | 0.61% | 7,151 | 1,390 | 24.1% | $14.20万 | 加仓 |
| GLDM | WORLD GOLD TR | $73.01万 | 0.61% | 9,193 | 466 | 5.3% | $3.70万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $70.04万 | 0.59% | 15,908 | -1,832 | -10.3% | -$8.07万 | 重新持有 |
| FLOT | ISHARES TR | $69.14万 | 0.58% | 13,543 | 1,426 | 11.8% | $7.28万 | 加仓 |
| YYY | AMPLIFY ETF TR | $69.01万 | 0.58% | 59,850 | 2,092 | 3.6% | $2.41万 | 加仓 |
| XYLD | GLOBAL X FDS | $68.00万 | 0.57% | 16,670 | 4,369 | 35.5% | $17.82万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.91万 | 0.56% | 580 | -294 | -33.6% | -$33.92万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $66.61万 | 0.56% | 5,680 | 5,680 | — | $66.61万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $63.77万 | 0.54% | 5,953 | 720 | 13.8% | $7.71万 | 加仓 |
| FLEX | FLEX LTD | $61.69万 | 0.52% | 3,807 | -2,525 | -39.9% | -$40.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $59.03万 | 0.50% | 2,950 | 126 | 4.5% | $2.52万 | 加仓 |
| DGRO | ISHARES TR | $58.97万 | 0.50% | 7,781 | 1,111 | 16.7% | $8.42万 | 加仓 |
| HDV | ISHARES TR | $57.37万 | 0.48% | 20,931 | 3,686 | 21.4% | $10.10万 | 加仓 |
| — | UBS AG | $55.66万 | 0.47% | 3,960 | -1,032 | -20.7% | -$14.50万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.36万 | 0.45% | 9,448 | -3,212 | -25.4% | -$18.14万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $51.20万 | 0.43% | 6,836 | 468 | 7.3% | $3.51万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $50.48万 | 0.42% | 540 | -264 | -32.8% | -$24.68万 | 减仓 |
| GOOGL | ALPHABET INC | $47.80万 | 0.40% | 1,338 | -88 | -6.2% | -$3.14万 | 减仓 |
| AVGO | BROADCOM INC | $47.44万 | 0.40% | 1,256 | -190 | -13.1% | -$7.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $46.79万 | 0.39% | 1,254 | -28 | -2.2% | -$1.04万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $45.91万 | 0.39% | 8,644 | 713 | 9.0% | $3.79万 | 加仓 |
| USMV | ISHARES TR | $45.50万 | 0.38% | 4,717 | 52 | 1.1% | $5,016 | 加仓 |
| HYGV | FLEXSHARES TR | $45.28万 | 0.38% | 11,246 | 389 | 3.6% | $1.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.86万 | 0.38% | 772 | 772 | — | $44.86万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $44.47万 | 0.37% | 2,639 | -188 | -6.7% | -$3.17万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $43.86万 | 0.37% | 8,687 | -245 | -2.7% | -$1.24万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $43.81万 | 0.37% | 9,794 | 9,794 | — | $43.81万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.72万 | 0.37% | 10,695 | 10,695 | — | $43.72万 | 新建仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $43.47万 | 0.37% | 9,226 | 9,226 | — | $43.47万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $42.71万 | 0.36% | 572 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $42.07万 | 0.35% | 817 | -129 | -13.6% | -$6.64万 | 减仓 |
| LLY | ELI LILLY & CO | $41.78万 | 0.35% | 348 | 19 | 5.8% | $2.28万 | 加仓 |
| EXEL | EXELIXIS INC | $41.26万 | 0.35% | 7,583 | -248 | -3.2% | -$1.35万 | 减仓 |
| RL | RALPH LAUREN CORP | $41.08万 | 0.35% | 1,023 | 73 | 7.7% | $2.93万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $41.00万 | 0.34% | 297 | -46 | -13.4% | -$6.35万 | 减仓 |
| IDV | ISHARES TR | $40.64万 | 0.34% | 9,809 | 231 | 2.4% | $9,570 | 加仓 |
| V | VISA INC | $40.60万 | 0.34% | 1,183 | 1,183 | — | $40.60万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $40.34万 | 0.34% | 2,156 | 717 | 49.8% | $13.41万 | 加仓 |
| MMSI | MERIT MED SYS INC | $39.82万 | 0.33% | 5,743 | 968 | 20.3% | $6.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.75万 | 0.33% | 1,565 | 129 | 9.0% | $3.28万 | 加仓 |
| PODD | INSULET CORP | $39.33万 | 0.33% | 2,583 | 1,058 | 69.4% | $16.11万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $39.17万 | 0.33% | 4,194 | 695 | 19.9% | $6.49万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $38.78万 | 0.33% | 15,758 | 2,454 | 18.4% | $6.04万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $38.77万 | 0.33% | 4,953 | 54 | 1.1% | $4,227 | 加仓 |
| MRK | MERCK & CO INC | $38.62万 | 0.32% | 3,005 | 158 | 5.5% | $2.03万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $37.92万 | 0.32% | 700 | 20 | 2.9% | $1.08万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $37.89万 | 0.32% | 4,562 | -5,714 | -55.6% | -$47.46万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $37.53万 | 0.32% | 3,419 | 425 | 14.2% | $4.67万 | 加仓 |
| SNA | SNAP ON INC | $37.35万 | 0.31% | 928 | 35 | 3.9% | $1.41万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.82万 | 0.31% | 1,361 | 173 | 14.6% | $4.68万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $36.51万 | 0.31% | 2,490 | 304 | 13.9% | $4.46万 | 加仓 |
| PGR | PROGRESSIVE CORP | $36.25万 | 0.30% | 1,660 | 1,660 | — | $36.25万 | 新建仓 |
| META | META PLATFORMS INC | $35.91万 | 0.30% | 638 | 638 | — | $35.91万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $35.83万 | 0.30% | 3,151 | -366 | -10.4% | -$4.16万 | 减仓 |
| MO | ALTRIA GROUP INC | $35.73万 | 0.30% | 4,966 | -39 | -0.8% | -$2,806 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $35.56万 | 0.30% | 4,120 | -943 | -18.6% | -$8.14万 | 减仓 |
| TSLA | TESLA INC | $35.42万 | 0.30% | 842 | 1 | 0.1% | $421 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $35.24万 | 0.30% | 3,844 | 342 | 9.8% | $3.14万 | 加仓 |
| AOS | SMITH A O CORP | $35.23万 | 0.30% | 5,617 | 1,342 | 31.4% | $8.42万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $34.96万 | 0.29% | 2,351 | 2,351 | — | $34.96万 | 新建仓 |
| TOST | TOAST INC | $34.88万 | 0.29% | 12,537 | 76 | 0.6% | $2,114 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $34.74万 | 0.29% | 3,537 | 630 | 21.7% | $6.19万 | 加仓 |
| AVY | AVERY DENNISON CORP | $33.77万 | 0.28% | 2,080 | 391 | 23.1% | $6.35万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $33.34万 | 0.28% | 2,639 | 288 | 12.3% | $3.64万 | 加仓 |
| KHC | KRAFT HEINZ CO | $33.12万 | 0.28% | 14,023 | 984 | 7.5% | $2.32万 | 加仓 |