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
AFDM FIRST TR EXCH TRADED FD III $2.52万0.02%289 289— $2.52万 新建仓
SCHB SCHWAB STRATEGIC TR $2.53万0.02%874 874— $2.53万 新建仓
LAD LITHIA MTRS INC $2.63万0.02%90 90— $2.63万 新建仓
SPMD SPDR SERIES TRUST $2.65万0.02%393 393— $2.65万 新建仓
LRCX LAM RESEARCH CORP $2.65万0.02%61 61— $2.65万 新建仓
ABND AMERICAN CENTY ETF TR $2.66万0.02%608 608— $2.66万 新建仓
AVLV AMERICAN CENTY ETF TR $2.67万0.02%293 293— $2.67万 新建仓
SCHM SCHWAB STRATEGIC TR $2.72万0.02%739 739— $2.72万 新建仓
— NORTHERN LTS FD TR IV $2.78万0.02%791 791— $2.78万 新建仓
IEMG ISHARES INC $2.86万0.02%345 345— $2.86万 新建仓
BX BLACKSTONE INC $2.89万0.02%245 245— $2.89万 新建仓
VCEB VANGUARD WORLD FD $2.91万0.02%464 464— $2.91万 新建仓
DHI D R HORTON INC $3.06万0.03%188 188— $3.06万 新建仓
EFG ISHARES TR $3.07万0.03%247 247— $3.07万 新建仓
XJH ISHARES TR $3.10万0.03%595 595— $3.10万 新建仓
ABT ABBOTT LABS $3.15万0.03%348 -2,617-88.3% -$23.72万 减仓
SPSM SPDR SERIES TRUST $3.22万0.03%559 559— $3.22万 新建仓
DECK DECKERS OUTDOOR CORP $3.28万0.03%331 -2,628-88.8% -$26.08万 减仓
MPC MARATHON PETE CORP $3.33万0.03%130 130— $3.33万 新建仓
SPDW SPDR INDEX SHS FDS $3.41万0.03%676 676— $3.41万 新建仓
AN AUTONATION INC $3.50万0.03%188 188— $3.50万 新建仓
EUSB ISHARES TR $3.50万0.03%805 805— $3.50万 新建仓
XVV ISHARES TR $3.52万0.03%620 620— $3.52万 新建仓
SCHG SCHWAB STRATEGIC TR $3.64万0.03%1,074 1,074— $3.64万 新建仓
VXUS VANGUARD STAR FDS $3.64万0.03%426 426— $3.64万 新建仓
CSCO CISCO SYS INC $3.65万0.03%311 311— $3.65万 新建仓
TOL TOLL BROTHERS INC $3.66万0.03%222 222— $3.66万 新建仓
VOE VANGUARD INDEX FDS $3.83万0.03%194 194— $3.83万 新建仓
HIMS HIMS & HERS HEALTH INC $3.85万0.03%1,111 -21,028-95.0% -$72.87万 减仓
PHM PULTE GROUP INC $3.88万0.03%283 -2,256-88.9% -$30.92万 减仓
XT ISHARES TR $4.12万0.03%498 498— $4.12万 新建仓
LNTH LANTHEUS HLDGS INC $4.17万0.04%376 376— $4.17万 新建仓
SO SOUTHERN CO $4.19万0.04%438 438— $4.19万 新建仓
PXH INVESCO EXCH TRADED FD TR II $4.21万0.04%1,512 1,512— $4.21万 新建仓
DKS DICKS SPORTING GOODS INC $4.43万0.04%196 196— $4.43万 新建仓
VBR VANGUARD INDEX FDS $4.46万0.04%184 184— $4.46万 新建仓
VTV VANGUARD INDEX FDS $4.57万0.04%210 210— $4.57万 新建仓
MCK MCKESSON CORP $4.59万0.04%61 61— $4.59万 新建仓
SPHQ INVESCO EXCHANGE TRADED FD T $4.64万0.04%515 515— $4.64万 新建仓
— ISHARES TR $4.65万0.04%882 882— $4.65万 新建仓
HYG ISHARES TR $4.67万0.04%584 584— $4.67万 新建仓
SUSL ISHARES TR $4.79万0.04%361 361— $4.79万 新建仓
JVAL J P MORGAN EXCHANGE TRADED F $4.89万0.04%833 833— $4.89万 新建仓
ARKG ARK ETF TR $4.93万0.04%1,172 1,172— $4.93万 新建仓
SNDK SANDISK CORP $4.93万0.04%22 22— $4.93万 新建仓
AVT AVNET INC $4.93万0.04%556 556— $4.93万 新建仓
DIS DISNEY WALT CO $4.96万0.04%515 515— $4.96万 新建仓
DFAX DIMENSIONAL ETF TRUST $5.08万0.04%1,378 1,378— $5.08万 新建仓
NXPI NXP SEMICONDUCTORS N V $5.18万0.04%184 184— $5.18万 新建仓
SCHP SCHWAB STRATEGIC TR $5.20万0.04%1,963 1,963— $5.20万 新建仓
WPC WP CAREY INC $5.22万0.04%730 730— $5.22万 新建仓
INCY INCYTE CORP $5.22万0.04%461 461— $5.22万 新建仓
SHW SHERWIN WILLIAMS CO $5.26万0.04%153 153— $5.26万 新建仓
TOTL SSGA ACTIVE ETF TR $5.29万0.04%1,340 1,340— $5.29万 新建仓
FNDF SCHWAB STRATEGIC TR $5.32万0.04%1,009 1,009— $5.32万 新建仓
DIA SPDR DOW JONES INDL AVERAGE $5.64万0.05%108 108— $5.64万 新建仓
IVV ISHARES TR $5.65万0.05%76 76— $5.65万 新建仓
WSM WILLIAMS SONOMA INC $5.81万0.05%249 249— $5.81万 新建仓
LQD ISHARES TR $5.81万0.05%533 533— $5.81万 新建仓
VBK VANGUARD INDEX FDS $5.95万0.05%163 163— $5.95万 新建仓
DRAM ROUNDHILL MEMORY ETF $5.99万0.05%811 811— $5.99万 新建仓
VNLA JANUS DETROIT STR TR $6.07万0.05%1,242 1,242— $6.07万 新建仓
SPTL SPDR SERIES TRUST $6.08万0.05%2,317 2,317— $6.08万 新建仓
MUB ISHARES TR $6.15万0.05%571 571— $6.15万 新建仓
PANW PALO ALTO NETWORKS INC $6.20万0.05%182 -1,632-90.0% -$55.63万 重新持有
VLO VALERO ENERGY CORP $6.30万0.05%242 242— $6.30万 新建仓
SCHA SCHWAB STRATEGIC TR $6.37万0.05%1,764 1,764— $6.37万 新建仓
KLAC KLA CORP $6.48万0.05%215 215— $6.48万 新建仓
BLV VANGUARD BD INDEX FDS $6.53万0.05%947 947— $6.53万 新建仓
SPYG SPDR SERIES TRUST $6.54万0.05%550 550— $6.54万 新建仓
ARKK ARK ETF TR $6.58万0.06%814 814— $6.58万 新建仓
DFAI DIMENSIONAL ETF TRUST $6.59万0.06%1,596 1,596— $6.59万 新建仓
BOTZ GLOBAL X FDS $6.91万0.06%1,820 1,820— $6.91万 新建仓
SCZ ISHARES TR $6.91万0.06%840 840— $6.91万 新建仓
CMI CUMMINS INC $7.01万0.06%98 98— $7.01万 新建仓
MCD MCDONALDS CORP $7.12万0.06%264 264— $7.12万 新建仓
— DIMENSIONAL ETF TRUST $7.18万0.06%1,618 1,618— $7.18万 新建仓
IVE ISHARES TR $7.38万0.06%325 325— $7.38万 新建仓
BOND PIMCO ETF TR $7.49万0.06%812 812— $7.49万 新建仓
GSLC GOLDMAN SACHS ETF TR $7.52万0.06%530 530— $7.52万 新建仓
SMH VANECK ETF TRUST $8.04万0.07%123 123— $8.04万 新建仓
SHY ISHARES TR $8.33万0.07%1,015 1,015— $8.33万 新建仓
SPAB SPDR SERIES TRUST $8.63万0.07%3,383 3,383— $8.63万 新建仓
DSEP FIRST TR EXCHNG TRADED FD VI $8.69万0.07%1,832 -9,787-84.2% -$46.42万 重新持有
DAUG FIRST TR EXCHNG TRADED FD VI $8.77万0.07%1,873 1,873— $8.77万 新建仓
DOCT FIRST TR EXCHNG TRADED FD VI $8.78万0.07%1,882 -9,934-84.1% -$46.37万 重新持有
DJUL FIRST TR EXCHNG TRADED FD VI $8.83万0.07%1,762 -9,259-84.0% -$46.42万 重新持有
SPCX SPACE EXPLORATION TECHNOLOGIES CORP. - CLASS A COMMON STOCK $8.85万0.07%518 518— $8.85万 新建仓
WMT WALMART INC $9.14万0.08%807 807— $9.14万 新建仓
JBL JABIL INC $9.23万0.08%239 239— $9.23万 新建仓
— EXXON MOBIL CORP $9.64万0.08%705 705— $9.64万 新建仓
CASY CASEYS GEN STORES INC $9.73万0.08%122 122— $9.73万 新建仓
NLR VANECK ETF TRUST $9.73万0.08%839 839— $9.73万 新建仓
VXF VANGUARD INDEX FDS $10.23万0.09%416 416— $10.23万 新建仓
JPM JPMORGAN CHASE & CO. $10.72万0.09%327 327— $10.72万 新建仓
VUG VANGUARD INDEX FDS $10.75万0.09%1,248 1,248— $10.75万 新建仓
— INNOVATOR ETFS TRUST $10.88万0.09%2,958 2,958— $10.88万 新建仓
FBND FIDELITY MERRIMACK STR TR $10.97万0.09%2,412 2,412— $10.97万 新建仓
BUFB INNOVATOR ETFS TRUST $11.78万0.10%2,997 2,997— $11.78万 新建仓
AMLP ALPS ETF TR $11.79万0.10%2,274 2,274— $11.79万 新建仓