Oakmont Advisory Group, LLC
ALBUQUERQUE NM · SEC CIK 0002115370
$9,820.39万2026Q1 申报市值
119持仓数
43.1%前十大占比 · 第一大 13.4%
14 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFUS 加仓+$188.08万
VOO 加仓+$185.48万
VWO 加仓+$97.41万
ICSH 加仓+$90.95万
XLV 新建仓+$83.57万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$213.48万
SPLV 减仓-$84.34万
FSEP 清仓-$82.25万
FOCT 清仓-$82.17万
FAUG 清仓-$82.08万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -15,952 | -100.0% | -$82.25万 | 清仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -16,772 | -100.0% | -$82.17万 | 清仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -15,501 | -100.0% | -$82.08万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -11,666 | -100.0% | -$30.20万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $15.90万 | 0.16% | 12,678 | -1,312 | -9.4% | -$1.65万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $22.23万 | 0.23% | 4,456 | 4,456 | — | $22.23万 | 新建仓 |
| IJR | ISHARES TR | $22.92万 | 0.23% | 1,844 | -11 | -0.6% | -$1,367 | 减仓 |
| SPYD | SPDR SERIES TRUST | $23.76万 | 0.24% | 5,219 | 5,219 | — | $23.76万 | 新建仓 |
| AAPL | APPLE INC | $24.54万 | 0.25% | 967 | 105 | 12.2% | $2.66万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $27.16万 | 0.28% | 1,439 | -61 | -4.1% | -$1.15万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $27.26万 | 0.28% | 17,338 | 85 | 0.5% | $1,336 | 加仓 |
| GIS | GENERAL MILLS INC | $27.38万 | 0.28% | 7,356 | 652 | 9.7% | $2.43万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $27.39万 | 0.28% | 2,907 | -149 | -4.9% | -$1.40万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.76万 | 0.28% | 1,898 | 90 | 5.0% | $1.32万 | 加仓 |
| AOS | SMITH A O CORP | $28.19万 | 0.29% | 4,275 | 4,275 | — | $28.19万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $28.89万 | 0.29% | 2,994 | 10 | 0.3% | $965 | 加仓 |
| AVY | AVERY DENNISON CORP | $29.16万 | 0.30% | 1,689 | -140 | -7.7% | -$2.42万 | 减仓 |
| KHC | KRAFT HEINZ CO | $29.32万 | 0.30% | 13,039 | 300 | 2.4% | $6,747 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $29.52万 | 0.30% | 874 | -500 | -36.4% | -$16.89万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $29.62万 | 0.30% | 2,959 | -543 | -15.5% | -$5.44万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $29.85万 | 0.30% | 3,502 | -642 | -15.5% | -$5.47万 | 减仓 |
| PHM | PULTE GROUP INC | $29.86万 | 0.30% | 2,539 | 20 | 0.8% | $2,352 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $29.98万 | 0.31% | 1,512 | 273 | 22.0% | $5.41万 | 加仓 |
| LLY | ELI LILLY & CO | $30.30万 | 0.31% | 329 | 329 | — | $30.30万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $30.34万 | 0.31% | 10,566 | -991 | -8.6% | -$2.85万 | 减仓 |
| VICI | VICI PPTYS INC | $30.34万 | 0.31% | 11,106 | -306 | -2.7% | -$8,360 | 减仓 |
| ABT | ABBOTT LABORATORIES | $30.44万 | 0.31% | 2,965 | 464 | 18.6% | $4.76万 | 加仓 |
| PEP | PEPSICO INC | $30.56万 | 0.31% | 1,968 | -182 | -8.5% | -$2.83万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.93万 | 0.31% | 1,188 | -166 | -12.3% | -$4.32万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $30.95万 | 0.32% | 3,499 | 117 | 3.5% | $1.04万 | 加仓 |
| TSLA | TESLA INC | $31.25万 | 0.32% | 841 | 4 | 0.5% | $1,486 | 加仓 |
| PG | PROCTER & GAMBLE CO | $31.57万 | 0.32% | 2,186 | -115 | -5.0% | -$1.66万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $31.66万 | 0.32% | 4,899 | 4,899 | — | $31.66万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $31.71万 | 0.32% | 3,517 | 402 | 12.9% | $3.62万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $31.84万 | 0.32% | 13,304 | -670 | -4.8% | -$1.60万 | 减仓 |
| PODD | INSULET CORP | $32.01万 | 0.33% | 1,525 | 395 | 35.0% | $8.29万 | 加仓 |
| SNA | SNAP ON INC | $32.43万 | 0.33% | 893 | -87 | -8.9% | -$3.16万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $32.67万 | 0.33% | 1,162 | -158 | -12.0% | -$4.44万 | 减仓 |
| RL | RALPH LAUREN CORP | $32.68万 | 0.33% | 950 | 68 | 7.7% | $2.34万 | 加仓 |
| CME | CME GROUP INC | $32.70万 | 0.33% | 1,107 | -118 | -9.6% | -$3.49万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $32.76万 | 0.33% | 2,351 | -380 | -13.9% | -$5.29万 | 减仓 |
| MMSI | MERIT MED SYS INC | $32.92万 | 0.34% | 4,775 | 800 | 20.1% | $5.51万 | 加仓 |
| MO | ALTRIA GROUP INC | $33.02万 | 0.34% | 5,005 | -702 | -12.3% | -$4.63万 | 减仓 |
| TOST | TOAST INC | $33.03万 | 0.34% | 12,461 | 12,461 | — | $33.03万 | 新建仓 |
| DVYE | ISHARES INC | $33.48万 | 0.34% | 9,737 | 213 | 2.2% | $7,323 | 加仓 |
| EXEL | EXELIXIS INC | $33.59万 | 0.34% | 7,831 | 506 | 6.9% | $2.17万 | 加仓 |
| CHWY | CHEWY INC | $33.85万 | 0.34% | 12,538 | 3,302 | 35.8% | $8.92万 | 加仓 |
| MRK | MERCK & CO INC | $34.25万 | 0.35% | 2,847 | -433 | -13.2% | -$5.21万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $35.10万 | 0.36% | 1,436 | -234 | -14.0% | -$5.72万 | 减仓 |
| FOXA | FOX CORP | $35.13万 | 0.36% | 6,015 | 902 | 17.6% | $5.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.17万 | 0.36% | 7,005 | -1,307 | -15.7% | -$6.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.23万 | 0.38% | 572 | 4 | 0.7% | $2,604 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $37.24万 | 0.38% | 2,827 | 477 | 20.3% | $6.28万 | 加仓 |
| EOG | EOG RES INC | $37.29万 | 0.38% | 2,579 | -339 | -11.6% | -$4.90万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $37.49万 | 0.38% | 343 | -33 | -8.8% | -$3.61万 | 减仓 |
| APP | APPLOVIN CORP | $37.65万 | 0.38% | 946 | 284 | 42.9% | $11.30万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $39.11万 | 0.40% | 1,378 | 1 | 0.1% | $284 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $40.33万 | 0.41% | 680 | 16 | 2.4% | $9,488 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $40.70万 | 0.41% | 5,063 | 926 | 22.4% | $7.44万 | 加仓 |
| IDV | ISHARES TR | $40.76万 | 0.42% | 9,578 | 103 | 1.1% | $4,384 | 加仓 |
| GOOGL | ALPHABET INC | $40.99万 | 0.42% | 1,426 | 95 | 7.1% | $2.73万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $41.45万 | 0.42% | 6,332 | 179 | 2.9% | $1.17万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $42.21万 | 0.43% | 8,812 | -159 | -1.8% | -$7,617 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $42.31万 | 0.43% | 8,932 | 8,932 | — | $42.31万 | 新建仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $42.53万 | 0.43% | 10,001 | 10,001 | — | $42.53万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $42.62万 | 0.43% | 9,625 | 9,625 | — | $42.62万 | 新建仓 |
| USMV | ISHARES TR | $43.27万 | 0.44% | 4,665 | -8,748 | -65.2% | -$81.13万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $43.28万 | 0.44% | 3,333 | -823 | -19.8% | -$10.69万 | 减仓 |
| HYGV | FLEXSHARES TR | $43.49万 | 0.44% | 10,857 | 1,432 | 15.2% | $5.74万 | 加仓 |
| AVGO | BROADCOM INC | $44.75万 | 0.46% | 1,446 | 250 | 20.9% | $7.74万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $45.96万 | 0.47% | 22,139 | 14,155 | 177.3% | $29.39万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $46.58万 | 0.47% | 6,368 | -11,530 | -64.4% | -$84.34万 | 减仓 |
| DGRO | ISHARES TR | $46.81万 | 0.48% | 6,670 | 260 | 4.1% | $1.82万 | 加仓 |
| HDV | ISHARES TR | $46.81万 | 0.48% | 3,449 | -115 | -3.2% | -$1.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $47.44万 | 0.48% | 1,282 | 236 | 22.6% | $8.73万 | 加仓 |
| XYLD | GLOBAL X FDS | $48.14万 | 0.49% | 12,301 | -1,949 | -13.7% | -$7.63万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $48.58万 | 0.49% | 7,931 | 7,931 | — | $48.58万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $49.24万 | 0.50% | 2,824 | 220 | 8.4% | $3.84万 | 加仓 |
| QYLD | GLOBAL X FDS | $54.35万 | 0.55% | 31,694 | -6,965 | -18.0% | -$11.94万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $57.83万 | 0.59% | 11,572 | -4,492 | -28.0% | -$22.45万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $58.01万 | 0.59% | 5,233 | -1,101 | -17.4% | -$12.20万 | 减仓 |
| STIP | ISHARES TR | $59.59万 | 0.61% | 5,761 | -3,088 | -34.9% | -$31.94万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $60.74万 | 0.62% | 19,796 | -708 | -3.5% | -$2.17万 | 减仓 |
| FLOT | ISHARES TR | $61.74万 | 0.63% | 12,117 | -2,370 | -16.4% | -$12.08万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $62.55万 | 0.64% | 10,685 | -3,649 | -25.5% | -$21.36万 | 减仓 |
| YYY | AMPLIFY ETF TR | $63.71万 | 0.65% | 57,758 | 7,537 | 15.0% | $8.31万 | 加仓 |
| HYD | VANECK ETF TRUST | $68.92万 | 0.70% | 13,745 | 3,668 | 36.4% | $18.39万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $71.76万 | 0.73% | 12,660 | 3,608 | 39.9% | $20.45万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $73.90万 | 0.75% | 9,323 | -3,302 | -26.2% | -$26.17万 | 减仓 |
| RYLD | GLOBAL X FDS | $73.94万 | 0.75% | 49,459 | 17,717 | 55.8% | $26.49万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $74.45万 | 0.76% | 14,974 | 14,974 | — | $74.45万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $74.55万 | 0.76% | 14,789 | 14,789 | — | $74.55万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $74.67万 | 0.76% | 13,985 | -977 | -6.5% | -$5.22万 | 减仓 |