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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $12.27万 | 0.10% | 515 | 515 | — | $12.27万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $12.52万 | 0.11% | 3,654 | 3,654 | — | $12.52万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $12.61万 | 0.11% | 1,300 | 1,300 | — | $12.61万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $12.72万 | 0.11% | 2,502 | 2,502 | — | $12.72万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $13.08万 | 0.11% | 274 | 274 | — | $13.08万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $13.30万 | 0.11% | 419 | 419 | — | $13.30万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $13.74万 | 0.12% | 1,764 | 1,764 | — | $13.74万 | 新建仓 |
| CAT | CATERPILLAR INC | $14.27万 | 0.12% | 134 | 134 | — | $14.27万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $14.66万 | 0.12% | 2,835 | 2,835 | — | $14.66万 | 新建仓 |
| IWF | ISHARES TR | $15.09万 | 0.13% | 1,215 | 1,215 | — | $15.09万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $16.19万 | 0.14% | 1,843 | 1,843 | — | $16.19万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $16.33万 | 0.14% | 3,154 | 3,154 | — | $16.33万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $16.75万 | 0.14% | 13,487 | 809 | 6.4% | $1.00万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $21.00万 | 0.18% | 1,687 | 175 | 11.6% | $2.18万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.37万 | 0.19% | 1,917 | 19 | 1.0% | $2,217 | 加仓 |
| SPYD | SPDR SERIES TRUST | $25.72万 | 0.22% | 5,391 | 172 | 3.3% | $8,206 | 加仓 |
| IJR | ISHARES TR | $27.02万 | 0.23% | 1,822 | -22 | -1.2% | -$3,263 | 减仓 |
| AAPL | APPLE INC | $27.41万 | 0.23% | 947 | -20 | -2.1% | -$5,788 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $27.85万 | 0.23% | 1,148 | -14 | -1.2% | -$3,397 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $28.73万 | 0.24% | 5,680 | 1,224 | 27.5% | $6.19万 | 加仓 |
| INTC | INTEL CORP | $28.82万 | 0.24% | 2,064 | 2,064 | — | $28.82万 | 新建仓 |
| CME | CME GROUP INC | $29.11万 | 0.24% | 1,318 | 211 | 19.1% | $4.66万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $29.71万 | 0.25% | 1,243 | -135 | -9.8% | -$3.23万 | 减仓 |
| CHWY | CHEWY INC | $30.74万 | 0.26% | 15,645 | 3,107 | 24.8% | $6.11万 | 加仓 |
| EOG | EOG RES INC | $30.92万 | 0.26% | 2,383 | -196 | -7.6% | -$2.54万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.03万 | 0.26% | 7,328 | 323 | 4.6% | $1.37万 | 加仓 |
| PEP | PEPSICO INC | $31.10万 | 0.26% | 2,297 | 329 | 16.7% | $4.45万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $31.59万 | 0.27% | 12,870 | 2,304 | 21.8% | $5.66万 | 加仓 |
| VICI | VICI PPTYS INC | $31.72万 | 0.27% | 11,946 | 840 | 7.6% | $2.23万 | 加仓 |
| PAYX | PAYCHEX INC | $31.78万 | 0.27% | 3,232 | 3,232 | — | $31.78万 | 新建仓 |
| DVYE | ISHARES INC | $32.47万 | 0.27% | 10,073 | 336 | 3.5% | $1.08万 | 加仓 |
| GIS | GENERAL MLS INC | $32.53万 | 0.27% | 9,347 | 1,991 | 27.1% | $6.93万 | 加仓 |
| CF | CF INDS HLDGS INC | $32.64万 | 0.27% | 3,015 | -318 | -9.5% | -$3.44万 | 减仓 |
| KHC | KRAFT HEINZ CO | $33.12万 | 0.28% | 14,023 | 984 | 7.5% | $2.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $33.34万 | 0.28% | 2,639 | 288 | 12.3% | $3.64万 | 加仓 |
| AVY | AVERY DENNISON CORP | $33.77万 | 0.28% | 2,080 | 391 | 23.1% | $6.35万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $34.74万 | 0.29% | 3,537 | 630 | 21.7% | $6.19万 | 加仓 |
| TOST | TOAST INC | $34.88万 | 0.29% | 12,537 | 76 | 0.6% | $2,114 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $34.96万 | 0.29% | 2,351 | 2,351 | — | $34.96万 | 新建仓 |
| AOS | SMITH A O CORP | $35.23万 | 0.30% | 5,617 | 1,342 | 31.4% | $8.42万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $35.24万 | 0.30% | 3,844 | 342 | 9.8% | $3.14万 | 加仓 |
| TSLA | TESLA INC | $35.42万 | 0.30% | 842 | 1 | 0.1% | $421 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $35.56万 | 0.30% | 4,120 | -943 | -18.6% | -$8.14万 | 减仓 |
| MO | ALTRIA GROUP INC | $35.73万 | 0.30% | 4,966 | -39 | -0.8% | -$2,806 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $35.83万 | 0.30% | 3,151 | -366 | -10.4% | -$4.16万 | 减仓 |
| META | META PLATFORMS INC | $35.91万 | 0.30% | 638 | 638 | — | $35.91万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $36.25万 | 0.30% | 1,660 | 1,660 | — | $36.25万 | 新建仓 |
| PG | PROCTER AND GAMBLE CO | $36.51万 | 0.31% | 2,490 | 304 | 13.9% | $4.46万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.82万 | 0.31% | 1,361 | 173 | 14.6% | $4.68万 | 加仓 |
| SNA | SNAP ON INC | $37.35万 | 0.31% | 928 | 35 | 3.9% | $1.41万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $37.53万 | 0.32% | 3,419 | 425 | 14.2% | $4.67万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $37.89万 | 0.32% | 4,562 | -5,714 | -55.6% | -$47.46万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $37.92万 | 0.32% | 700 | 20 | 2.9% | $1.08万 | 加仓 |
| MRK | MERCK & CO INC | $38.62万 | 0.32% | 3,005 | 158 | 5.5% | $2.03万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $38.77万 | 0.33% | 4,953 | 54 | 1.1% | $4,227 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $38.78万 | 0.33% | 15,758 | 2,454 | 18.4% | $6.04万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $39.17万 | 0.33% | 4,194 | 695 | 19.9% | $6.49万 | 加仓 |
| PODD | INSULET CORP | $39.33万 | 0.33% | 2,583 | 1,058 | 69.4% | $16.11万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.75万 | 0.33% | 1,565 | 129 | 9.0% | $3.28万 | 加仓 |
| MMSI | MERIT MED SYS INC | $39.82万 | 0.33% | 5,743 | 968 | 20.3% | $6.71万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $40.34万 | 0.34% | 2,156 | 717 | 49.8% | $13.41万 | 加仓 |
| V | VISA INC | $40.60万 | 0.34% | 1,183 | 1,183 | — | $40.60万 | 新建仓 |
| IDV | ISHARES TR | $40.64万 | 0.34% | 9,809 | 231 | 2.4% | $9,570 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $41.00万 | 0.34% | 297 | -46 | -13.4% | -$6.35万 | 减仓 |
| RL | RALPH LAUREN CORP | $41.08万 | 0.35% | 1,023 | 73 | 7.7% | $2.93万 | 加仓 |
| EXEL | EXELIXIS INC | $41.26万 | 0.35% | 7,583 | -248 | -3.2% | -$1.35万 | 减仓 |
| LLY | ELI LILLY & CO | $41.78万 | 0.35% | 348 | 19 | 5.8% | $2.28万 | 加仓 |
| APP | APPLOVIN CORP | $42.07万 | 0.35% | 817 | -129 | -13.6% | -$6.64万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $42.71万 | 0.36% | 572 | 0 | 0.0% | — | 不变 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $43.47万 | 0.37% | 9,226 | 9,226 | — | $43.47万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.72万 | 0.37% | 10,695 | 10,695 | — | $43.72万 | 新建仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $43.81万 | 0.37% | 9,794 | 9,794 | — | $43.81万 | 新建仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $43.86万 | 0.37% | 8,687 | -245 | -2.7% | -$1.24万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $44.47万 | 0.37% | 2,639 | -188 | -6.7% | -$3.17万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.86万 | 0.38% | 772 | 772 | — | $44.86万 | 新建仓 |
| HYGV | FLEXSHARES TR | $45.28万 | 0.38% | 11,246 | 389 | 3.6% | $1.57万 | 加仓 |
| USMV | ISHARES TR | $45.50万 | 0.38% | 4,717 | 52 | 1.1% | $5,016 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $45.91万 | 0.39% | 8,644 | 713 | 9.0% | $3.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $46.79万 | 0.39% | 1,254 | -28 | -2.2% | -$1.04万 | 减仓 |
| AVGO | BROADCOM INC | $47.44万 | 0.40% | 1,256 | -190 | -13.1% | -$7.18万 | 减仓 |
| GOOGL | ALPHABET INC | $47.80万 | 0.40% | 1,338 | -88 | -6.2% | -$3.14万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $50.48万 | 0.42% | 540 | -264 | -32.8% | -$24.68万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $51.20万 | 0.43% | 6,836 | 468 | 7.3% | $3.51万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.36万 | 0.45% | 9,448 | -3,212 | -25.4% | -$18.14万 | 减仓 |
| — | UBS AG | $55.66万 | 0.47% | 3,960 | -1,032 | -20.7% | -$14.50万 | 减仓 |
| HDV | ISHARES TR | $57.37万 | 0.48% | 20,931 | 3,686 | 21.4% | $10.10万 | 加仓 |
| DGRO | ISHARES TR | $58.97万 | 0.50% | 7,781 | 1,111 | 16.7% | $8.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $59.03万 | 0.50% | 2,950 | 126 | 4.5% | $2.52万 | 加仓 |
| FLEX | FLEX LTD | $61.69万 | 0.52% | 3,807 | -2,525 | -39.9% | -$40.92万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $63.77万 | 0.54% | 5,953 | 720 | 13.8% | $7.71万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $66.61万 | 0.56% | 5,680 | 5,680 | — | $66.61万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $66.91万 | 0.56% | 580 | -294 | -33.6% | -$33.92万 | 减仓 |
| XYLD | GLOBAL X FDS | $68.00万 | 0.57% | 16,670 | 4,369 | 35.5% | $17.82万 | 加仓 |
| YYY | AMPLIFY ETF TR | $69.01万 | 0.58% | 59,850 | 2,092 | 3.6% | $2.41万 | 加仓 |
| FLOT | ISHARES TR | $69.14万 | 0.58% | 13,543 | 1,426 | 11.8% | $7.28万 | 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 |
| GLDM | WORLD GOLD TR | $73.01万 | 0.61% | 9,193 | 466 | 5.3% | $3.70万 | 加仓 |
| STIP | ISHARES TR | $73.05万 | 0.61% | 7,151 | 1,390 | 24.1% | $14.20万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $73.98万 | 0.62% | 23,331 | 3,535 | 17.9% | $11.21万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $81.17万 | 0.68% | 16,759 | -6,041 | -26.5% | -$29.26万 | 减仓 |