13F 机构持仓

Oakmont Advisory Group, LLC

ALBUQUERQUE NM · SEC CIK 0002115370

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 12.6%
DFUS 5.1%
VEA 4.0%
QQQ 3.5%
VWO 3.5%
ICSH 3.4%
DIMENSIONAL ET 2.7%
VIG 2.0%
VCIT 1.9%
VMBS 1.4%

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
— SELECT MED HLDGS CORP $1,6860.00%102 102— $1,686 新建仓
SJM SMUCKER J M CO $1,6880.00%15 15— $1,688 新建仓
STT STATE STR CORP $1,6960.00%10 10— $1,696 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $1,7100.00%7 7— $1,710 新建仓
SOLV SOLVENTUM CORP $1,7400.00%23 23— $1,740 新建仓
AIG AMERICAN INTL GROUP INC $1,7890.00%24 24— $1,789 新建仓
ITOT ISHARES TR $1,8310.00%11 11— $1,831 新建仓
DHR DANAHER CORPORATION $1,9050.00%10 10— $1,905 新建仓
HLN HALEON PLC $1,9130.00%205 205— $1,913 新建仓
MDT MEDTRONIC PLC $1,9300.00%25 25— $1,930 新建仓
SCHW SCHWAB CHARLES CORP $1,9410.00%21 21— $1,941 新建仓
BDX BECTON DICKINSON & CO $2,0560.00%14 14— $2,056 新建仓
— AVALONBAY CMNTYS INC $2,0720.00%11 11— $2,072 新建仓
EQIX EQUINIX INC $2,0850.00%2 2— $2,085 新建仓
CVS CVS HEALTH CORP $2,0980.00%20 20— $2,098 新建仓
PSA PUBLIC STORAGE OPER CO $2,1040.00%7 7— $2,104 新建仓
SYY SYSCO CORP $2,1290.00%25 25— $2,129 新建仓
ADSK AUTODESK INC $2,1390.00%11 11— $2,139 新建仓
MSI MOTOROLA SOLUTIONS INC $2,1640.00%5 5— $2,164 新建仓
LUV SOUTHWEST AIRLS CO $2,2110.00%43 43— $2,211 新建仓
BALL BALL CORP $2,2160.00%36 36— $2,216 新建仓
LHX L3HARRIS TECHNOLOGIES INC $2,2360.00%8 8— $2,236 新建仓
APD AIR PRODS & CHEMS INC $2,2510.00%8 8— $2,251 新建仓
ULTA ULTA BEAUTY INC $2,2550.00%5 5— $2,255 新建仓
BMY BRISTOL-MYERS SQUIBB CO $2,2630.00%39 39— $2,263 新建仓
SBUX STARBUCKS CORP $2,2840.00%22 22— $2,284 新建仓
TLT ISHARES TR $2,3230.00%27 27— $2,323 新建仓
CPAY CORPAY INC $2,3330.00%7 7— $2,333 新建仓
LOW LOWES COS INC $2,3460.00%11 11— $2,346 新建仓
IAGG ISHARES TR $2,3610.00%47 47— $2,361 新建仓
CON CONCENTRA GROUP HOLDINGS PAR $2,3800.00%80 80— $2,380 新建仓
TER TERADYNE INC $2,4190.00%5 5— $2,419 新建仓
SPGI S&P GLOBAL INC $2,4440.00%6 6— $2,444 新建仓
IBB ISHARES TR $2,4990.00%13 13— $2,499 新建仓
MDLZ MONDELEZ INTL INC $2,5280.00%44 44— $2,528 新建仓
ACHR ARCHER AVIATION INC $2,5820.00%546 546— $2,582 新建仓
BHC BAUSCH HEALTH COS INC $2,6000.00%527 527— $2,600 新建仓
UNP UNION PAC CORP $2,6520.00%10 10— $2,652 新建仓
CB CHUBB LIMITED $2,7270.00%8 8— $2,727 新建仓
FITB FIFTH THIRD BANCORP $2,8250.00%50 50— $2,825 新建仓
FDX FEDEX CORP $2,8870.00%9 9— $2,887 新建仓
IWM ISHARES TR $2,9140.00%10 10— $2,914 新建仓
TT TRANE TECHNOLOGIES PLC $2,9470.00%6 6— $2,947 新建仓
FHLC FIDELITY COVINGTON TRUST $2,9900.00%39 39— $2,990 新建仓
USHY ISHARES TR $3,0240.00%82 82— $3,024 新建仓
TRV TRAVELERS COMPANIES INC $3,0460.00%9 9— $3,046 新建仓
— WARNER BROS DISCOVERY INC $3,0660.00%115 115— $3,066 新建仓
HONA HONEYWELL AEROSPACE INC. - COMMON STOCK $3,1270.00%14 14— $3,127 新建仓
DVN DEVON ENERGY CORP NEW $3,1280.00%76 76— $3,128 新建仓
COF CAPITAL ONE FINL CORP $3,1490.00%16 16— $3,149 新建仓
HON HONEYWELL INTERNATIONAL INC. - COMMON STOCK $3,1670.00%14 14— $3,167 新建仓
TJX TJX COS INC NEW $3,1820.00%21 21— $3,182 新建仓
DRI DARDEN RESTAURANTS INC $3,1890.00%15 15— $3,189 新建仓
FSTA FIDELITY COVINGTON TRUST $3,1900.00%61 61— $3,190 新建仓
YUM YUM BRANDS INC $3,1970.00%20 20— $3,197 新建仓
ADNT ADIENT PLC $3,2580.00%177 177— $3,258 新建仓
DOV DOVER CORP $3,3160.00%15 15— $3,316 新建仓
CFG CITIZENS FINL GROUP INC $3,3170.00%47 47— $3,317 新建仓
IVOO VANGUARD ADMIRAL FDS INC $3,3710.00%26 26— $3,371 新建仓
MELI MERCADOLIBRE INC $3,3950.00%2 2— $3,395 新建仓
HSY HERSHEY CO $3,4520.00%20 20— $3,452 新建仓
GEV GE VERNOVA INC $3,5340.00%3 3— $3,534 新建仓
— PUTNAM MASTER INTER INCOME T $3,5560.00%1,101 1,101— $3,556 新建仓
SPOT SPOTIFY TECHNOLOGY S A $3,6730.00%8 8— $3,673 新建仓
VFMV VANGUARD WELLINGTON FD $3,7090.00%27 27— $3,709 新建仓
UPS UNITED PARCEL SERVICE INC $3,7800.00%35 35— $3,780 新建仓
FIDU FIDELITY COVINGTON TRUST $3,8350.00%38 38— $3,835 新建仓
DLR DIGITAL RLTY TR INC $3,8420.00%21 21— $3,842 新建仓
ILTB ISHARES TR $3,8650.00%78 78— $3,865 新建仓
VIOO VANGUARD ADMIRAL FDS INC $3,9170.00%28 28— $3,917 新建仓
INTU INTUIT $3,9370.00%15 15— $3,937 新建仓
SE SEA LTD $4,0250.00%42 42— $4,025 新建仓
PAY PAYMENTUS HOLDINGS INC $4,1410.00%171 171— $4,141 新建仓
PFEB INNOVATOR ETFS TRUST $4,1460.00%96 96— $4,146 新建仓
UBER UBER TECHNOLOGIES INC $4,1850.00%58 58— $4,185 新建仓
KGC KINROSS GOLD CORP $4,2520.00%180 180— $4,252 新建仓
FLYW FLYWIRE CORPORATION $4,3460.00%247 247— $4,346 新建仓
WGO WINNEBAGO INDS INC $4,3610.00%140 140— $4,361 新建仓
GT GOODYEAR TIRE & RUBR CO $4,3950.00%666 666— $4,395 新建仓
PFFV GLOBAL X FDS $4,4200.00%201 201— $4,420 新建仓
BKNG BOOKING HOLDINGS INC $4,4560.00%25 25— $4,456 新建仓
NOW SERVICENOW INC $4,4680.00%45 45— $4,468 新建仓
SPTM SPDR SERIES TRUST $4,6080.00%51 51— $4,608 新建仓
C CITIGROUP INC $4,6960.00%34 34— $4,696 新建仓
F FORD MTR CO $4,8650.00%350 350— $4,865 新建仓
FNCL FIDELITY COVINGTON TRUST $5,0610.00%66 66— $5,061 新建仓
AXP AMERICAN EXPRESS CO $5,2630.00%16 16— $5,263 新建仓
IGIB ISHARES TR $5,4440.00%102 102— $5,444 新建仓
USRT ISHARES TR $5,5840.00%84 84— $5,584 新建仓
GE GE AEROSPACE $5,6720.00%15 15— $5,672 新建仓
ARES ARES MANAGEMENT CORPORATION $5,7570.00%52 52— $5,757 新建仓
RSPD INVESCO EXCHANGE TRADED FD T $5,7700.00%103 103— $5,770 新建仓
FUN SIX FLAGS ENTERTAINMENT CORP $6,1770.01%290 290— $6,177 新建仓
CRM SALESFORCE INC $6,2980.01%40 40— $6,298 新建仓
— INVESCO EXCH TRADED FD TR II $6,3790.01%267 267— $6,379 新建仓
MNA NEW YORK LIFE INVESTMENTS ET $6,4490.01%177 177— $6,449 新建仓
— EA SERIES TRUST $6,9810.01%208 208— $6,981 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $7,1470.01%58 58— $7,147 新建仓
IBM INTERNATIONAL BUSINESS MACHS $7,4050.01%26 26— $7,405 新建仓
SCHX SCHWAB STRATEGIC TR $7,4340.01%253 253— $7,434 新建仓