Montgomery Financial Services LLC
OCEAN CITY MD · SEC CIK 0002149844
$1.15亿2026Q2 申报市值
334持仓数
83.1%前十大占比 · 第一大 22.0%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $4,647 | 0.00% | 8 | — | — | — | — |
| EXC | EXELON CORP | $4,662 | 0.00% | 100 | — | — | — | — |
| YUM | YUM BRANDS INC | $4,703 | 0.00% | 29 | — | — | — | — |
| CMC | COMMERCIAL METALS CO | $4,706 | 0.00% | 75 | — | — | — | — |
| WY | WEYERHAEUSER CO | $4,788 | 0.00% | 200 | — | — | — | — |
| FLKR | FRANKLIN TEMPLETON ETF TR | $4,890 | 0.00% | 74 | — | — | — | — |
| GNK | GENCO SHIPPING & TRADING LTD | $4,956 | 0.00% | 200 | — | — | — | — |
| BBJP | J P MORGAN EXCHANGE TRADED F | $4,970 | 0.00% | 66 | — | — | — | — |
| KO | COCA COLA CO | $5,017 | 0.00% | 62 | — | — | — | — |
| AA | ALCOA CORP | $5,214 | 0.00% | 100 | — | — | — | — |
| Q | QNITY ELECTRONICS INC | $5,393 | 0.00% | 33 | — | — | — | — |
| RQI | COHEN & STEERS QUALITY INCOM | $5,466 | 0.00% | 444 | — | — | — | — |
| NUE | NUCOR CORP | $5,569 | 0.00% | 25 | — | — | — | — |
| CTVA | CORTEVA INC | $5,604 | 0.00% | 66 | — | — | — | — |
| QUAL | ISHARES TR | $5,705 | 0.00% | 26 | — | — | — | — |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $5,757 | 0.01% | 191 | — | — | — | — |
| IYE | ISHARES TR | $5,806 | 0.01% | 103 | — | — | — | — |
| NMAX | NEWSMAX INC | $5,837 | 0.01% | 705 | — | — | — | — |
| LMUB | ISHARES TR | $5,942 | 0.01% | 116 | — | — | — | — |
| GIS | GENERAL MILLS INC | $5,993 | 0.01% | 172 | — | — | — | — |
| MT | ARCELORMITTAL SA LUXEMBOURG | $6,022 | 0.01% | 100 | — | — | — | — |
| HYT | BLACKROCK CORPOR HI YLD FD I | $6,078 | 0.01% | 710 | — | — | — | — |
| EWC | ISHARES INC | $6,110 | 0.01% | 106 | — | — | — | — |
| ENB | ENBRIDGE INC | $6,126 | 0.01% | 113 | — | — | — | — |
| FE | FIRSTENERGY CORP | $6,133 | 0.01% | 129 | — | — | — | — |
| PSX | PHILLIPS 66 | $6,230 | 0.01% | 37 | — | — | — | — |
| PFE | PFIZER INC | $6,301 | 0.01% | 262 | — | — | — | — |
| EFA | ISHARES TR | $6,337 | 0.01% | 61 | — | — | — | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,447 | 0.01% | 108 | — | — | — | — |
| DIS | DISNEY WALT CO | $6,699 | 0.01% | 70 | — | — | — | — |
| AVEM | AMERICAN CENTY ETF TR | $6,851 | 0.01% | 71 | — | — | — | — |
| ZTS | ZOETIS INC | $6,899 | 0.01% | 96 | — | — | — | — |
| T | AT&T INC | $6,935 | 0.01% | 335 | — | — | — | — |
| EXEL | EXELIXIS INC | $7,019 | 0.01% | 129 | — | — | — | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,159 | 0.01% | 123 | — | — | — | — |
| ITA | ISHARES TR | $7,273 | 0.01% | 30 | — | — | — | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $7,352 | 0.01% | 200 | — | — | — | — |
| PFGC | PERFORMANCE FOOD GROUP CO | $7,602 | 0.01% | 68 | — | — | — | — |
| EDIV | SPDR INDEX SHS FDS | $7,618 | 0.01% | 186 | — | — | — | — |
| RPRX | ROYALTY PHARMA PLC | $7,626 | 0.01% | 136 | — | — | — | — |
| LITE | LUMENTUM HLDGS INC | $7,723 | 0.01% | 9 | — | — | — | — |
| VST | VISTRA CORP | $7,932 | 0.01% | 50 | — | — | — | — |
| AIA | ISHARES TR | $7,933 | 0.01% | 56 | — | — | — | — |
| ES | EVERSOURCE ENERGY | $7,950 | 0.01% | 110 | — | — | — | — |
| CEG | CONSTELLATION ENERGY CORP | $8,196 | 0.01% | 33 | — | — | — | — |
| TROW | PRICE T ROWE GROUP INC | $8,527 | 0.01% | 75 | — | — | — | — |
| V | VISA INC | $8,577 | 0.01% | 25 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $8,808 | 0.01% | 153 | — | — | — | — |
| COP | CONOCOPHILLIPS | $8,833 | 0.01% | 85 | — | — | — | — |
| NEE | NEXTERA ENERGY INC | $8,865 | 0.01% | 101 | — | — | — | — |
| BTI | BRITISH AMERN TOB PLC | $8,910 | 0.01% | 144 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $8,984 | 0.01% | 77 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INC | $9,030 | 0.01% | 84 | — | — | — | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $9,120 | 0.01% | 100 | — | — | — | — |
| — | BLACKROCK ETF TRUST | $9,169 | 0.01% | 328 | — | — | — | — |
| — | SIMPLIFY EXCHANGE TRADED FUN | $9,474 | 0.01% | 352 | — | — | — | — |
| COKE | COCA COLA CONS INC | $9,546 | 0.01% | 50 | — | — | — | — |
| ADBE | ADOBE INC | $9,636 | 0.01% | 47 | — | — | — | — |
| DFAI | DIMENSIONAL ETF TRUST | $9,735 | 0.01% | 236 | — | — | — | — |
| F | FORD MTR CO | $9,777 | 0.01% | 703 | — | — | — | — |
| BG | BUNGE GLOBAL SA | $9,819 | 0.01% | 92 | — | — | — | — |
| BST | BLACKROCK SCIENCE & TECHNOLO | $9,939 | 0.01% | 196 | — | — | — | — |
| C | CITIGROUP INC | $1.00万 | 0.01% | 72 | — | — | — | — |
| ASTS | AST SPACEMOBILE INC | $1.00万 | 0.01% | 113 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.03万 | 0.01% | 60 | — | — | — | — |
| VRSN | VERISIGN INC | $1.06万 | 0.01% | 42 | — | — | — | — |
| FTI | TECHNIPFMC PLC | $1.07万 | 0.01% | 161 | — | — | — | — |
| ATO | ATMOS ENERGY CORP | $1.07万 | 0.01% | 62 | — | — | — | — |
| BINC | BLACKROCK ETF TRUST II | $1.08万 | 0.01% | 206 | — | — | — | — |
| DFUV | DIMENSIONAL ETF TRUST | $1.08万 | 0.01% | 196 | — | — | — | — |
| DBEF | DBX ETF TR | $1.08万 | 0.01% | 198 | — | — | — | — |
| IBB | ISHARES TR | $1.08万 | 0.01% | 57 | — | — | — | — |
| ADM | ARCHER DANIELS MIDLAND CO | $1.09万 | 0.01% | 143 | — | — | — | — |
| SNA | SNAP ON INC | $1.13万 | 0.01% | 28 | — | — | — | — |
| CI | THE CIGNA GROUP | $1.13万 | 0.01% | 41 | — | — | — | — |
| CNA | CNA FINL CORP | $1.13万 | 0.01% | 233 | — | — | — | — |
| BA | BOEING CO | $1.17万 | 0.01% | 54 | — | — | — | — |
| INCY | INCYTE CORP | $1.19万 | 0.01% | 105 | — | — | — | — |
| FRT | FEDERAL RLTY INVT TR NEW | $1.23万 | 0.01% | 100 | — | — | — | — |
| ALL | ALLSTATE CORP | $1.24万 | 0.01% | 52 | — | — | — | — |
| VGLT | VANGUARD SCOTTSDALE FDS | $1.31万 | 0.01% | 237 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $1.31万 | 0.01% | 33 | — | — | — | — |
| HPQ | HP INC | $1.33万 | 0.01% | 605 | — | — | — | — |
| KMB | KIMBERLY-CLARK CORP | $1.33万 | 0.01% | 121 | — | — | — | — |
| MPC | MARATHON PETE CORP | $1.33万 | 0.01% | 52 | — | — | — | — |
| XLE | SELECT SECTOR SPDR TR | $1.37万 | 0.01% | 258 | — | — | — | — |
| OXY | OCCIDENTAL PETE CORP | $1.38万 | 0.01% | 284 | — | — | — | — |
| SGOV | ISHARES TR | $1.40万 | 0.01% | 139 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.41万 | 0.01% | 50 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $1.42万 | 0.01% | 78 | — | — | — | — |
| DFIS | DIMENSIONAL ETF TRUST | $1.43万 | 0.01% | 409 | — | — | — | — |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $1.54万 | 0.01% | 358 | — | — | — | — |
| — | FIDELITY COVINGTON TRUST | $1.55万 | 0.01% | 467 | — | — | — | — |
| SNX | TD SYNNEX CORPORATION | $1.55万 | 0.01% | 58 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $1.66万 | 0.01% | 634 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC | $1.66万 | 0.01% | 150 | — | — | — | — |
| IALT | BLACKROCK ETF TRUST | $1.67万 | 0.01% | 597 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.68万 | 0.01% | 75 | — | — | — | — |
| GGOV | BLACKROCK ETF TRUST II | $1.68万 | 0.01% | 335 | — | — | — | — |
| XTEN | BONDBLOXX ETF TRUST | $1.69万 | 0.01% | 370 | — | — | — | — |