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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $29.98万 | 0.31% | 1,512 | 273 | 22.0% | $5.41万 | 加仓 |
| PHM | PULTE GROUP INC | $29.86万 | 0.30% | 2,539 | 20 | 0.8% | $2,352 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $29.85万 | 0.30% | 3,502 | -642 | -15.5% | -$5.47万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $29.62万 | 0.30% | 2,959 | -543 | -15.5% | -$5.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $29.52万 | 0.30% | 874 | -500 | -36.4% | -$16.89万 | 减仓 |
| KHC | KRAFT HEINZ CO | $29.32万 | 0.30% | 13,039 | 300 | 2.4% | $6,747 | 加仓 |
| AVY | AVERY DENNISON CORP | $29.16万 | 0.30% | 1,689 | -140 | -7.7% | -$2.42万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $28.89万 | 0.29% | 2,994 | 10 | 0.3% | $965 | 加仓 |
| AOS | SMITH A O CORP | $28.19万 | 0.29% | 4,275 | 4,275 | — | $28.19万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.76万 | 0.28% | 1,898 | 90 | 5.0% | $1.32万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $27.39万 | 0.28% | 2,907 | -149 | -4.9% | -$1.40万 | 减仓 |
| GIS | GENERAL MILLS INC | $27.38万 | 0.28% | 7,356 | 652 | 9.7% | $2.43万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $27.26万 | 0.28% | 17,338 | 85 | 0.5% | $1,336 | 加仓 |
| THC | TENET HEALTHCARE CORP | $27.16万 | 0.28% | 1,439 | -61 | -4.1% | -$1.15万 | 减仓 |
| AAPL | APPLE INC | $24.54万 | 0.25% | 967 | 105 | 12.2% | $2.66万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $23.76万 | 0.24% | 5,219 | 5,219 | — | $23.76万 | 新建仓 |
| IJR | ISHARES TR | $22.92万 | 0.23% | 1,844 | -11 | -0.6% | -$1,367 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $22.23万 | 0.23% | 4,456 | 4,456 | — | $22.23万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $15.90万 | 0.16% | 12,678 | -1,312 | -9.4% | -$1.65万 | 减仓 |
| 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 |