Oakmont Advisory Group, LLC
ALBUQUERQUE NM · SEC CIK 0002115370
$9,820.39万2026Q1 申报市值
119持仓数
43.1%前十大占比 · 第一大 13.4%
14 / 4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
DFUS 加仓+$188.08万
VOO 加仓+$185.48万
VWO 加仓+$97.41万
ICSH 加仓+$90.95万
XLV 新建仓+$83.57万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$213.48万
SPLV 减仓-$84.34万
FSEP 清仓-$82.25万
FOCT 清仓-$82.17万
FAUG 清仓-$82.08万
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 |
|---|---|---|---|---|---|---|---|---|
| FFEB | FIRST TR EXCHNG TRADED FD VI | $75.78万 | 0.77% | 13,568 | 13,568 | — | $75.78万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.14万 | 0.82% | 804 | 81 | 11.2% | $8.07万 | 加仓 |
| GLDM | WORLD GOLD TR | $80.89万 | 0.82% | 8,727 | 1,726 | 24.7% | $16.00万 | 加仓 |
| — | UBS AG | $82.88万 | 0.84% | 4,992 | 400 | 8.7% | $6.64万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $83.57万 | 0.85% | 5,700 | 5,700 | — | $83.57万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $84.24万 | 0.86% | 10,276 | 170 | 1.7% | $1.39万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $84.39万 | 0.86% | 9,514 | 2,091 | 28.2% | $18.55万 | 加仓 |
| PFF | ISHARES TR | $84.67万 | 0.86% | 27,926 | 9,181 | 49.0% | $27.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $85.74万 | 0.87% | 2,986 | 640 | 27.3% | $18.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $87.01万 | 0.89% | 3,322 | 675 | 25.5% | $17.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $93.95万 | 0.96% | 6,344 | -94 | -1.5% | -$1.39万 | 减仓 |
| SHYG | ISHARES TR | $105.53万 | 1.07% | 24,942 | -4,218 | -14.5% | -$17.85万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $109.56万 | 1.12% | 22,800 | 3,866 | 20.4% | $18.58万 | 加仓 |
| JNK | SPDR SERIES TRUST | $110.14万 | 1.12% | 11,507 | -1,766 | -13.3% | -$16.90万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $114.97万 | 1.17% | 19,306 | 582 | 3.1% | $3.47万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $116.03万 | 1.18% | 20,961 | -137 | -0.6% | -$7,584 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $117.18万 | 1.19% | 15,182 | 57 | 0.4% | $4,399 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $140.95万 | 1.44% | 30,021 | 848 | 2.9% | $3.98万 | 加仓 |
| CWB | SPDR SERIES TRUST | $141.47万 | 1.44% | 15,458 | 1,860 | 13.7% | $17.02万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $146.95万 | 1.50% | 7,657 | -11,124 | -59.2% | -$213.48万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $178.51万 | 1.82% | 24,241 | 2,713 | 12.6% | $19.98万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $208.92万 | 2.13% | 9,714 | 1,815 | 23.0% | $39.04万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $233.77万 | 2.38% | 28,250 | 832 | 3.0% | $6.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $272.74万 | 2.78% | 38,345 | 3,598 | 10.4% | $25.59万 | 加仓 |
| ICSH | ISHARES TR | $331.50万 | 3.38% | 65,488 | 17,967 | 37.8% | $90.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $357.82万 | 3.64% | 6,199 | 919 | 17.4% | $53.05万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $371.99万 | 3.79% | 68,824 | 18,022 | 35.5% | $97.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $421.82万 | 4.30% | 65,827 | 12,761 | 24.0% | $81.77万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $536.46万 | 5.46% | 75,653 | 26,523 | 54.0% | $188.08万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,318.51万 | 13.43% | 22,065 | 3,104 | 16.4% | $185.48万 | 加仓 |