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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,318.51万 | 13.43% | 22,065 | 3,104 | 16.4% | $185.48万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $536.46万 | 5.46% | 75,653 | 26,523 | 54.0% | $188.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $421.82万 | 4.30% | 65,827 | 12,761 | 24.0% | $81.77万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $371.99万 | 3.79% | 68,824 | 18,022 | 35.5% | $97.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $357.82万 | 3.64% | 6,199 | 919 | 17.4% | $53.05万 | 加仓 |
| ICSH | ISHARES TR | $331.50万 | 3.38% | 65,488 | 17,967 | 37.8% | $90.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $272.74万 | 2.78% | 38,345 | 3,598 | 10.4% | $25.59万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $233.77万 | 2.38% | 28,250 | 832 | 3.0% | $6.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $208.92万 | 2.13% | 9,714 | 1,815 | 23.0% | $39.04万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $178.51万 | 1.82% | 24,241 | 2,713 | 12.6% | $19.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $146.95万 | 1.50% | 7,657 | -11,124 | -59.2% | -$213.48万 | 减仓 |
| CWB | SPDR SERIES TRUST | $141.47万 | 1.44% | 15,458 | 1,860 | 13.7% | $17.02万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $140.95万 | 1.44% | 30,021 | 848 | 2.9% | $3.98万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $117.18万 | 1.19% | 15,182 | 57 | 0.4% | $4,399 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $116.03万 | 1.18% | 20,961 | -137 | -0.6% | -$7,584 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $114.97万 | 1.17% | 19,306 | 582 | 3.1% | $3.47万 | 加仓 |
| JNK | SPDR SERIES TRUST | $110.14万 | 1.12% | 11,507 | -1,766 | -13.3% | -$16.90万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $109.56万 | 1.12% | 22,800 | 3,866 | 20.4% | $18.58万 | 加仓 |
| SHYG | ISHARES TR | $105.53万 | 1.07% | 24,942 | -4,218 | -14.5% | -$17.85万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $93.95万 | 0.96% | 6,344 | -94 | -1.5% | -$1.39万 | 减仓 |
| VB | VANGUARD INDEX FDS | $87.01万 | 0.89% | 3,322 | 675 | 25.5% | $17.68万 | 加仓 |
| VO | VANGUARD INDEX FDS | $85.74万 | 0.87% | 2,986 | 640 | 27.3% | $18.38万 | 加仓 |
| PFF | ISHARES TR | $84.67万 | 0.86% | 27,926 | 9,181 | 49.0% | $27.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $84.39万 | 0.86% | 9,514 | 2,091 | 28.2% | $18.55万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $84.24万 | 0.86% | 10,276 | 170 | 1.7% | $1.39万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $83.57万 | 0.85% | 5,700 | 5,700 | — | $83.57万 | 新建仓 |
| — | UBS AG | $82.88万 | 0.84% | 4,992 | 400 | 8.7% | $6.64万 | 加仓 |
| GLDM | WORLD GOLD TR | $80.89万 | 0.82% | 8,727 | 1,726 | 24.7% | $16.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.14万 | 0.82% | 804 | 81 | 11.2% | $8.07万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $75.78万 | 0.77% | 13,568 | 13,568 | — | $75.78万 | 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 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $74.55万 | 0.76% | 14,789 | 14,789 | — | $74.55万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $74.45万 | 0.76% | 14,974 | 14,974 | — | $74.45万 | 新建仓 |
| RYLD | GLOBAL X FDS | $73.94万 | 0.75% | 49,459 | 17,717 | 55.8% | $26.49万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $73.90万 | 0.75% | 9,323 | -3,302 | -26.2% | -$26.17万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $71.76万 | 0.73% | 12,660 | 3,608 | 39.9% | $20.45万 | 加仓 |
| HYD | VANECK ETF TRUST | $68.92万 | 0.70% | 13,745 | 3,668 | 36.4% | $18.39万 | 加仓 |
| YYY | AMPLIFY ETF TR | $63.71万 | 0.65% | 57,758 | 7,537 | 15.0% | $8.31万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $62.55万 | 0.64% | 10,685 | -3,649 | -25.5% | -$21.36万 | 减仓 |
| FLOT | ISHARES TR | $61.74万 | 0.63% | 12,117 | -2,370 | -16.4% | -$12.08万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $60.74万 | 0.62% | 19,796 | -708 | -3.5% | -$2.17万 | 减仓 |
| STIP | ISHARES TR | $59.59万 | 0.61% | 5,761 | -3,088 | -34.9% | -$31.94万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $58.01万 | 0.59% | 5,233 | -1,101 | -17.4% | -$12.20万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $57.83万 | 0.59% | 11,572 | -4,492 | -28.0% | -$22.45万 | 减仓 |
| QYLD | GLOBAL X FDS | $54.35万 | 0.55% | 31,694 | -6,965 | -18.0% | -$11.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $49.24万 | 0.50% | 2,824 | 220 | 8.4% | $3.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $48.58万 | 0.49% | 7,931 | 7,931 | — | $48.58万 | 新建仓 |
| XYLD | GLOBAL X FDS | $48.14万 | 0.49% | 12,301 | -1,949 | -13.7% | -$7.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $47.44万 | 0.48% | 1,282 | 236 | 22.6% | $8.73万 | 加仓 |
| HDV | ISHARES TR | $46.81万 | 0.48% | 3,449 | -115 | -3.2% | -$1.56万 | 减仓 |
| DGRO | ISHARES TR | $46.81万 | 0.48% | 6,670 | 260 | 4.1% | $1.82万 | 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 |
| HIMS | HIMS & HERS HEALTH INC | $45.96万 | 0.47% | 22,139 | 14,155 | 177.3% | $29.39万 | 加仓 |
| AVGO | BROADCOM INC | $44.75万 | 0.46% | 1,446 | 250 | 20.9% | $7.74万 | 加仓 |
| HYGV | FLEXSHARES TR | $43.49万 | 0.44% | 10,857 | 1,432 | 15.2% | $5.74万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $43.28万 | 0.44% | 3,333 | -823 | -19.8% | -$10.69万 | 减仓 |
| USMV | ISHARES TR | $43.27万 | 0.44% | 4,665 | -8,748 | -65.2% | -$81.13万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $42.62万 | 0.43% | 9,625 | 9,625 | — | $42.62万 | 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 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $42.31万 | 0.43% | 8,932 | 8,932 | — | $42.31万 | 新建仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $42.21万 | 0.43% | 8,812 | -159 | -1.8% | -$7,617 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $41.45万 | 0.42% | 6,332 | 179 | 2.9% | $1.17万 | 加仓 |
| GOOGL | ALPHABET INC | $40.99万 | 0.42% | 1,426 | 95 | 7.1% | $2.73万 | 加仓 |
| IDV | ISHARES TR | $40.76万 | 0.42% | 9,578 | 103 | 1.1% | $4,384 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $40.70万 | 0.41% | 5,063 | 926 | 22.4% | $7.44万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $40.33万 | 0.41% | 680 | 16 | 2.4% | $9,488 | 加仓 |
| LNG | CHENIERE ENERGY INC | $39.11万 | 0.40% | 1,378 | 1 | 0.1% | $284 | 加仓 |
| APP | APPLOVIN CORP | $37.65万 | 0.38% | 946 | 284 | 42.9% | $11.30万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $37.49万 | 0.38% | 343 | -33 | -8.8% | -$3.61万 | 减仓 |
| EOG | EOG RES INC | $37.29万 | 0.38% | 2,579 | -339 | -11.6% | -$4.90万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $37.24万 | 0.38% | 2,827 | 477 | 20.3% | $6.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.23万 | 0.38% | 572 | 4 | 0.7% | $2,604 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.17万 | 0.36% | 7,005 | -1,307 | -15.7% | -$6.56万 | 减仓 |
| FOXA | FOX CORP | $35.13万 | 0.36% | 6,015 | 902 | 17.6% | $5.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $35.10万 | 0.36% | 1,436 | -234 | -14.0% | -$5.72万 | 减仓 |
| MRK | MERCK & CO INC | $34.25万 | 0.35% | 2,847 | -433 | -13.2% | -$5.21万 | 减仓 |
| CHWY | CHEWY INC | $33.85万 | 0.34% | 12,538 | 3,302 | 35.8% | $8.92万 | 加仓 |
| EXEL | EXELIXIS INC | $33.59万 | 0.34% | 7,831 | 506 | 6.9% | $2.17万 | 加仓 |
| DVYE | ISHARES INC | $33.48万 | 0.34% | 9,737 | 213 | 2.2% | $7,323 | 加仓 |
| TOST | TOAST INC | $33.03万 | 0.34% | 12,461 | 12,461 | — | $33.03万 | 新建仓 |
| MO | ALTRIA GROUP INC | $33.02万 | 0.34% | 5,005 | -702 | -12.3% | -$4.63万 | 减仓 |
| MMSI | MERIT MED SYS INC | $32.92万 | 0.34% | 4,775 | 800 | 20.1% | $5.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.76万 | 0.33% | 2,351 | -380 | -13.9% | -$5.29万 | 减仓 |
| CME | CME GROUP INC | $32.70万 | 0.33% | 1,107 | -118 | -9.6% | -$3.49万 | 减仓 |
| RL | RALPH LAUREN CORP | $32.68万 | 0.33% | 950 | 68 | 7.7% | $2.34万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $32.67万 | 0.33% | 1,162 | -158 | -12.0% | -$4.44万 | 减仓 |
| SNA | SNAP ON INC | $32.43万 | 0.33% | 893 | -87 | -8.9% | -$3.16万 | 减仓 |
| PODD | INSULET CORP | $32.01万 | 0.33% | 1,525 | 395 | 35.0% | $8.29万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $31.84万 | 0.32% | 13,304 | -670 | -4.8% | -$1.60万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $31.71万 | 0.32% | 3,517 | 402 | 12.9% | $3.62万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $31.66万 | 0.32% | 4,899 | 4,899 | — | $31.66万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $31.57万 | 0.32% | 2,186 | -115 | -5.0% | -$1.66万 | 减仓 |
| TSLA | TESLA INC | $31.25万 | 0.32% | 841 | 4 | 0.5% | $1,486 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $30.95万 | 0.32% | 3,499 | 117 | 3.5% | $1.04万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.93万 | 0.31% | 1,188 | -166 | -12.3% | -$4.32万 | 减仓 |
| PEP | PEPSICO INC | $30.56万 | 0.31% | 1,968 | -182 | -8.5% | -$2.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $30.44万 | 0.31% | 2,965 | 464 | 18.6% | $4.76万 | 加仓 |
| VICI | VICI PPTYS INC | $30.34万 | 0.31% | 11,106 | -306 | -2.7% | -$8,360 | 减仓 |
| CMCSA | COMCAST CORP NEW | $30.34万 | 0.31% | 10,566 | -991 | -8.6% | -$2.85万 | 减仓 |
| LLY | ELI LILLY & CO | $30.30万 | 0.31% | 329 | 329 | — | $30.30万 | 新建仓 |