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 |
|---|---|---|---|---|---|---|---|---|
| QYLD | GLOBAL X FDS | $81.32万 | 0.68% | 44,125 | 12,431 | 39.2% | $22.91万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $85.01万 | 0.71% | 18,189 | 18,189 | — | $85.01万 | 新建仓 |
| RYLD | GLOBAL X FDS | $85.76万 | 0.72% | 53,634 | 4,175 | 8.4% | $6.68万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $86.74万 | 0.73% | 15,434 | 15,434 | — | $86.74万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $87.07万 | 0.73% | 14,279 | 711 | 5.2% | $4.34万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $87.15万 | 0.73% | 16,676 | 16,676 | — | $87.15万 | 新建仓 |
| PFF | ISHARES TR | $90.80万 | 0.76% | 29,781 | 1,855 | 6.6% | $5.66万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $93.17万 | 0.78% | 16,008 | 5,323 | 49.8% | $30.98万 | 加仓 |
| HYD | VANECK ETF TRUST | $94.93万 | 0.80% | 18,430 | 4,685 | 34.1% | $24.13万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $94.99万 | 0.80% | 9,850 | 336 | 3.5% | $3.24万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $95.89万 | 0.81% | 6,044 | 344 | 6.0% | $5.46万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $97.43万 | 0.82% | 12,328 | 3,005 | 32.2% | $23.75万 | 加仓 |
| VO | VANGUARD INDEX FDS | $97.65万 | 0.82% | 12,120 | 176 | 1.5% | $1.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $101.08万 | 0.85% | 3,335 | 13 | 0.4% | $3,940 | 加仓 |
| SHYG | ISHARES TR | $106.51万 | 0.89% | 25,114 | 172 | 0.7% | $7,294 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $108.60万 | 0.91% | 19,682 | -1,279 | -6.1% | -$7.06万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $110.44万 | 0.93% | 6,989 | 645 | 10.2% | $10.19万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $120.62万 | 1.01% | 20,451 | 1,145 | 5.9% | $6.75万 | 加仓 |
| JNK | SPDR SERIES TRUST | $121.73万 | 1.02% | 12,631 | 1,124 | 9.8% | $10.83万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $122.37万 | 1.03% | 15,955 | 773 | 5.1% | $5.93万 | 加仓 |
| CWB | SPDR SERIES TRUST | $149.53万 | 1.26% | 13,869 | -1,589 | -10.3% | -$17.13万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $166.00万 | 1.39% | 7,802 | 145 | 1.9% | $3.09万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $166.81万 | 1.40% | 22,723 | -1,518 | -6.3% | -$11.14万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $169.27万 | 1.42% | 36,162 | 6,141 | 20.5% | $28.75万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $230.84万 | 1.94% | 27,930 | -320 | -1.1% | -$2.64万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $242.39万 | 2.04% | 10,244 | 530 | 5.5% | $12.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $322.55万 | 2.71% | 39,173 | 828 | 2.2% | $6.82万 | 加仓 |
| ICSH | ISHARES TR | $408.71万 | 3.43% | 80,806 | 15,318 | 23.4% | $77.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $417.92万 | 3.51% | 70,015 | 1,191 | 1.7% | $7.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $421.92万 | 3.54% | 5,730 | -469 | -7.6% | -$34.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $479.00万 | 4.02% | 67,228 | 1,401 | 2.1% | $9.98万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $607.55万 | 5.10% | 74,146 | -1,507 | -2.0% | -$12.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,499.83万 | 12.60% | 21,838 | -227 | -1.0% | -$15.59万 | 减仓 |