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
PPLT ABRDN PLATINUM ETF TRUST $7,5820.01%537 537— $7,582 新建仓
AFL AFLAC INC $7,9410.01%68 68— $7,941 新建仓
TDOC TELADOC HEALTH INC $8,2060.01%968 968— $8,206 新建仓
GSK GSK PLC $8,5970.01%164 164— $8,597 新建仓
NKE NIKE INC $8,6180.01%210 210— $8,618 新建仓
PSX PHILLIPS 66 $9,0590.01%54 54— $9,059 新建仓
FENY FIDELITY COVINGTON TRUST $9,1030.01%308 308— $9,103 新建仓
PMAR INNOVATOR ETFS TRUST $9,1720.01%192 192— $9,172 新建仓
RTX RTX CORPORATION $9,2530.01%49 49— $9,253 新建仓
PDEC INNOVATOR ETFS TRUST $9,3620.01%204 204— $9,362 新建仓
RIVN RIVIAN AUTOMOTIVE INC $9,5280.01%549 549— $9,528 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $9,7850.01%107 107— $9,785 新建仓
PDBC INVESCO ACTVELY MNGD ETC FD $9,8270.01%619 619— $9,827 新建仓
XYZ BLOCK INC $9,8650.01%130 130— $9,865 新建仓
T AT&T INC $1.00万0.01%483 483— $1.00万 新建仓
ANET ARISTA NETWORKS INC $1.00万0.01%59 59— $1.00万 新建仓
USB US BANCORP DEL $1.00万0.01%166 -6,213-97.4% -$37.61万 重新持有
NOC NORTHROP GRUMMAN CORP $1.03万0.01%20 20— $1.03万 新建仓
AMP AMERIPRISE FINL INC $1.04万0.01%23 23— $1.04万 新建仓
SIVR ABRDN SILVER ETF TRUST $1.05万0.01%186 186— $1.05万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $1.06万0.01%11 11— $1.06万 新建仓
BNY BANK NEW YORK MELLON CORP $1.06万0.01%74 74— $1.06万 新建仓
MS MORGAN STANLEY $1.07万0.01%51 51— $1.07万 新建仓
SHOP SHOPIFY INC $1.11万0.01%97 97— $1.11万 新建仓
FLSP FRANKLIN TEMPLETON ETF TR $1.13万0.01%408 408— $1.13万 新建仓
ABBV ABBVIE INC $1.13万0.01%45 45— $1.13万 新建仓
HOOD ROBINHOOD MKTS INC $1.14万0.01%114 114— $1.14万 新建仓
GS GOLDMAN SACHS GROUP INC $1.15万0.01%11 11— $1.15万 新建仓
BGRN ISHARES TR $1.17万0.01%247 247— $1.17万 新建仓
HRB BLOCK H & R INC $1.18万0.01%309 309— $1.18万 新建仓
— GLOBAL X FDS $1.19万0.01%254 254— $1.19万 新建仓
CHTR CHARTER COMMUNICATIONS INC N $1.19万0.01%84 -1,545-94.8% -$21.97万 重新持有
EVUS ISHARES TR $1.21万0.01%344 344— $1.21万 新建仓
ICLN ISHARES TR $1.21万0.01%592 592— $1.21万 新建仓
VOT VANGUARD INDEX FDS $1.22万0.01%40 40— $1.22万 新建仓
SPGP INVESCO EXCHANGE TRADED FD T $1.23万0.01%101 101— $1.23万 新建仓
IHI ISHARES TR $1.23万0.01%250 250— $1.23万 新建仓
ETN EATON CORP PLC $1.28万0.01%30 30— $1.28万 新建仓
SRLN SSGA ACTIVE ETF TR $1.30万0.01%322 322— $1.30万 新建仓
LIN LINDE PLC $1.30万0.01%25 25— $1.30万 新建仓
FEP FIRST TR EXCH TRD ALPHDX FD $1.30万0.01%227 227— $1.30万 新建仓
— SPDR SERIES TRUST $1.30万0.01%115 115— $1.30万 新建仓
AFG AMERICAN FINL GROUP INC OHIO $1.30万0.01%93 93— $1.30万 新建仓
MMM 3M CO $1.30万0.01%80 80— $1.30万 新建仓
ORCL ORACLE CORP $1.31万0.01%89 89— $1.31万 新建仓
ATO ATMOS ENERGY CORP $1.32万0.01%77 77— $1.32万 新建仓
BCI ABRDN ETFS $1.35万0.01%606 606— $1.35万 新建仓
BLK BLACKROCK INC $1.36万0.01%14 14— $1.36万 新建仓
XLF SELECT SECTOR SPDR TR $1.36万0.01%254 254— $1.36万 新建仓
IAU ISHARES GOLD TR $1.42万0.01%188 188— $1.42万 新建仓
QUAL ISHARES TR $1.42万0.01%65 65— $1.42万 新建仓
LMT LOCKHEED MARTIN CORP $1.47万0.01%29 29— $1.47万 新建仓
— NORTHERN LTS FD TR IV $1.47万0.01%535 535— $1.47万 新建仓
NFLX NETFLIX INC $1.50万0.01%210 210— $1.50万 新建仓
EXR EXTRA SPACE STORAGE INC $1.51万0.01%104 104— $1.51万 新建仓
— NORTHERN LTS FD TR IV $1.55万0.01%449 449— $1.55万 新建仓
KMI KINDER MORGAN INC DEL $1.56万0.01%486 486— $1.56万 新建仓
CVX CHEVRON CORP NEW $1.61万0.01%97 97— $1.61万 新建仓
— NORTHERN LTS FD TR IV $1.62万0.01%442 442— $1.62万 新建仓
AMGN AMGEN INC $1.63万0.01%45 45— $1.63万 新建仓
HD HOME DEPOT INC $1.63万0.01%46 46— $1.63万 新建仓
IEFA ISHARES TR $1.63万0.01%169 169— $1.63万 新建仓
BAC BANK AMERICA CORP $1.64万0.01%287 287— $1.64万 新建仓
— VANECK ETF TRUST $1.65万0.01%760 760— $1.65万 新建仓
HYLB DBX ETF TR $1.68万0.01%459 459— $1.68万 新建仓
STPZ PIMCO ETF TR $1.68万0.01%315 315— $1.68万 新建仓
FOXA FOX CORP $1.70万0.01%326 -5,689-94.6% -$29.63万 减仓
XLK SELECT SECTOR SPDR TR $1.76万0.01%92 92— $1.76万 新建仓
SUSB ISHARES TR $1.77万0.01%709 709— $1.77万 新建仓
GM GENERAL MTRS CO $1.80万0.02%233 233— $1.80万 新建仓
IJH ISHARES TR $1.81万0.02%235 235— $1.81万 新建仓
O REALTY INCOME CORP $1.84万0.02%297 297— $1.84万 新建仓
ARKW ARK ETF TR $1.84万0.02%127 127— $1.84万 新建仓
SPHB INVESCO EXCH TRADED FD TR II $1.90万0.02%122 122— $1.90万 新建仓
— BNY MELLON ETF TRUST $1.91万0.02%355 355— $1.91万 新建仓
AGG ISHARES TR $1.93万0.02%195 195— $1.93万 新建仓
MSTR STRATEGY INC $1.94万0.02%223 223— $1.94万 新建仓
FJUN FIRST TR EXCHNG TRADED FD VI $1.97万0.02%329 329— $1.97万 新建仓
UNH UNITEDHEALTH GROUP INC $1.98万0.02%48 48— $1.98万 新建仓
CI THE CIGNA GROUP $1.98万0.02%72 72— $1.98万 新建仓
IXUS ISHARES TR $1.98万0.02%208 208— $1.98万 新建仓
QQQM INVESCO EXCH TRADED FD TR II $2.00万0.02%66 66— $2.00万 新建仓
ORI OLD REP INTL CORP $2.08万0.02%508 508— $2.08万 新建仓
GOOG ALPHABET INC $2.09万0.02%59 59— $2.09万 新建仓
DFAE DIMENSIONAL ETF TRUST $2.09万0.02%521 521— $2.09万 新建仓
VTI VANGUARD INDEX FDS $2.10万0.02%57 57— $2.10万 新建仓
AOR ISHARES TR $2.13万0.02%306 306— $2.13万 新建仓
DGX QUEST DIAGNOSTICS INC $2.13万0.02%101 101— $2.13万 新建仓
ADI ANALOG DEVICES INC $2.15万0.02%54 54— $2.15万 新建仓
BA BOEING CO $2.16万0.02%100 100— $2.16万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $2.19万0.02%659 659— $2.19万 新建仓
— ISHARES TR $2.28万0.02%378 378— $2.28万 新建仓
MBB ISHARES TR $2.29万0.02%242 242— $2.29万 新建仓
— NORTHERN LTS FD TR IV $2.32万0.02%891 891— $2.32万 新建仓
EAGG ISHARES TR $2.33万0.02%492 492— $2.33万 新建仓
TGT TARGET CORP $2.38万0.02%182 182— $2.38万 新建仓
GLD SPDR GOLD TR $2.38万0.02%65 65— $2.38万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $2.40万0.02%48 48— $2.40万 新建仓
DMXF ISHARES TR $2.44万0.02%289 289— $2.44万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $2.45万0.02%228 228— $2.45万 新建仓