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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | $1.73万 | 0.02% | 344 | — | — | — | — |
| BLCR | BLACKROCK ETF TRUST | $1.75万 | 0.02% | 347 | — | — | — | — |
| DRI | DARDEN RESTAURANTS INC | $1.78万 | 0.02% | 86 | — | — | — | — |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1.78万 | 0.02% | 1,110 | — | — | — | — |
| THRO | BLACKROCK ETF TRUST | $1.79万 | 0.02% | 415 | — | — | — | — |
| VGT | VANGUARD WORLD FD | $1.82万 | 0.02% | 152 | — | — | — | — |
| MUB | ISHARES TR | $1.83万 | 0.02% | 170 | — | — | — | — |
| DFAE | DIMENSIONAL ETF TRUST | $1.87万 | 0.02% | 465 | — | — | — | — |
| SHLD | GLOBAL X FDS | $1.88万 | 0.02% | 315 | — | — | — | — |
| FGD | FIRST TR EXCHANGE-TRADED FD | $1.94万 | 0.02% | 605 | — | — | — | — |
| — | SPDR INDEX SHS FDS | $1.95万 | 0.02% | 244 | — | — | — | — |
| WSFS | WSFS FINL CORP | $1.96万 | 0.02% | 256 | — | — | — | — |
| MO | ALTRIA GROUP INC | $2.00万 | 0.02% | 277 | — | — | — | — |
| RTX | RTX CORPORATION | $2.01万 | 0.02% | 106 | — | — | — | — |
| CVS | CVS HEALTH CORP | $2.05万 | 0.02% | 198 | — | — | — | — |
| ITW | ILLINOIS TOOL WKS INC | $2.06万 | 0.02% | 76 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $2.19万 | 0.02% | 526 | — | — | — | — |
| GOVT | ISHARES TR | $2.22万 | 0.02% | 976 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $2.29万 | 0.02% | 181 | — | — | — | — |
| — | FIDELITY COVINGTON TRUST | $2.31万 | 0.02% | 583 | — | — | — | — |
| — | FIDELITY COVINGTON TRUST | $2.33万 | 0.02% | 467 | — | — | — | — |
| MINT | PIMCO ETF TR | $2.42万 | 0.02% | 240 | — | — | — | — |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $2.46万 | 0.02% | 1,218 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.50万 | 0.02% | 50 | — | — | — | — |
| PEP | PEPSICO INC | $2.50万 | 0.02% | 185 | — | — | — | — |
| PPA | INVESCO EXCHANGE TRADED FD T | $2.51万 | 0.02% | 142 | — | — | — | — |
| MSFT | MICROSOFT CORP | $2.57万 | 0.02% | 69 | — | — | — | — |
| INTC | INTEL CORP | $2.58万 | 0.02% | 185 | — | — | — | — |
| IHAK | ISHARES TR | $2.60万 | 0.02% | 428 | — | — | — | — |
| XLF | SELECT SECTOR SPDR TR | $2.60万 | 0.02% | 485 | — | — | — | — |
| MBB | ISHARES TR | $2.69万 | 0.02% | 285 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $2.72万 | 0.02% | 218 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $2.76万 | 0.02% | 138 | — | — | — | — |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $2.77万 | 0.02% | 1,083 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $2.84万 | 0.02% | 194 | — | — | — | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $2.87万 | 0.02% | 486 | — | — | — | — |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $2.88万 | 0.03% | 968 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO | $2.93万 | 0.03% | 85 | — | — | — | — |
| FPX | FIRST TR EXCHANGE-TRADED FD | $2.95万 | 0.03% | 143 | — | — | — | — |
| AIQ | GLOBAL X FDS | $2.98万 | 0.03% | 454 | — | — | — | — |
| IWM | ISHARES TR | $3.00万 | 0.03% | 100 | — | — | — | — |
| WMT | WALMART INC | $3.20万 | 0.03% | 282 | — | — | — | — |
| IVV | ISHARES TR | $3.22万 | 0.03% | 43 | — | — | — | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3.28万 | 0.03% | 404 | — | — | — | — |
| DFIV | DIMENSIONAL ETF TRUST | $3.28万 | 0.03% | 607 | — | — | — | — |
| PDP | INVESCO EXCHANGE TRADED FD T | $3.29万 | 0.03% | 217 | — | — | — | — |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $3.35万 | 0.03% | 1,290 | — | — | — | — |
| JAAA | JANUS DETROIT STR TR | $3.44万 | 0.03% | 681 | — | — | — | — |
| ONEQ | FIDELITY COMWLTH TR | $3.56万 | 0.03% | 345 | — | — | — | — |
| MGK | VANGUARD WORLD FD | $3.60万 | 0.03% | 410 | — | — | — | — |
| CL | COLGATE PALMOLIVE CO | $3.65万 | 0.03% | 398 | — | — | — | — |
| FBCG | FIDELITY COVINGTON TRUST | $3.75万 | 0.03% | 604 | — | — | — | — |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $3.75万 | 0.03% | 1,603 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC | $3.81万 | 0.03% | 33 | — | — | — | — |
| NULG | NUSHARES ETF TR | $3.96万 | 0.03% | 338 | — | — | — | — |
| TSLA | TESLA INC | $4.04万 | 0.04% | 96 | — | — | — | — |
| MRK | MERCK & CO INC | $4.09万 | 0.04% | 318 | — | — | — | — |
| BAI | BLACKROCK ETF TRUST | $4.30万 | 0.04% | 815 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $4.34万 | 0.04% | 171 | — | — | — | — |
| SPMO | INVESCO EXCH TRADED FD TR II | $4.62万 | 0.04% | 286 | — | — | — | — |
| CORO | BLACKROCK ETF TRUST | $4.70万 | 0.04% | 1,284 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $4.72万 | 0.04% | 1,114 | — | — | — | — |
| CBZ | CBIZ INC | $4.79万 | 0.04% | 1,492 | — | — | — | — |
| QCOM | QUALCOMM INC | $5.01万 | 0.04% | 271 | — | — | — | — |
| AMGN | AMGEN INC | $5.43万 | 0.05% | 150 | — | — | — | — |
| — | ELEVATION SERIES TRUST | $5.46万 | 0.05% | 2,213 | — | — | — | — |
| — | ELEVATION SERIES TRUST | $5.54万 | 0.05% | 2,237 | — | — | — | — |
| MCD | MCDONALDS CORP | $5.62万 | 0.05% | 208 | — | — | — | — |
| — | PIMCO ETF TR | $5.91万 | 0.05% | 1,089 | — | — | — | — |
| — | SIMPLIFY EXCHANGE TRADED FUN | $5.96万 | 0.05% | 1,304 | — | — | — | — |
| IJR | ISHARES TR | $5.99万 | 0.05% | 404 | — | — | — | — |
| ZROZ | PIMCO ETF TR | $6.07万 | 0.05% | 947 | — | — | — | — |
| GEV | GE VERNOVA INC | $6.11万 | 0.05% | 52 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $6.19万 | 0.05% | 189 | — | — | — | — |
| MTUM | ISHARES TR | $6.21万 | 0.05% | 181 | — | — | — | — |
| DYNF | BLACKROCK ETF TRUST | $6.35万 | 0.06% | 933 | — | — | — | — |
| IVE | ISHARES TR | $6.38万 | 0.06% | 281 | — | — | — | — |
| — | CALAMOS ETF TR | $6.81万 | 0.06% | 2,416 | — | — | — | — |
| LOW | LOWES COS INC | $7.17万 | 0.06% | 325 | — | — | — | — |
| IVW | ISHARES TR | $7.81万 | 0.07% | 568 | — | — | — | — |
| GE | GE AEROSPACE | $7.85万 | 0.07% | 210 | — | — | — | — |
| LTPZ | PIMCO ETF TR | $8.10万 | 0.07% | 1,600 | — | — | — | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $8.12万 | 0.07% | 325 | — | — | — | — |
| VXUS | VANGUARD STAR FDS | $8.34万 | 0.07% | 975 | — | — | — | — |
| ETN | EATON CORP PLC | $8.52万 | 0.07% | 200 | — | — | — | — |
| AVGO | BROADCOM INC | $8.73万 | 0.08% | 231 | — | — | — | — |
| IUSB | ISHARES TR | $8.91万 | 0.08% | 1,930 | — | — | — | — |
| D | DOMINION ENERGY INC | $9.22万 | 0.08% | 1,350 | — | — | — | — |
| IJH | ISHARES TR | $9.22万 | 0.08% | 1,196 | — | — | — | — |
| BAC | BANK OF AMER CORP | $9.78万 | 0.09% | 1,717 | — | — | — | — |
| — | SIMPLIFY EXCHANGE TRADED FUN | $10.10万 | 0.09% | 2,435 | — | — | — | — |
| VNLA | JANUS DETROIT STR TR | $10.28万 | 0.09% | 2,103 | — | — | — | — |
| META | META PLATFORMS INC | $11.27万 | 0.10% | 200 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INC | $11.45万 | 0.10% | 465 | — | — | — | — |
| SCMC | STERLING CAP FDS | $11.54万 | 0.10% | 4,594 | — | — | — | — |
| AMZN | AMAZON COM INC | $12.27万 | 0.11% | 515 | — | — | — | — |
| AOK | ISHARES TR | $12.89万 | 0.11% | 3,108 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $13.33万 | 0.12% | 181 | — | — | — | — |
| SCEP | STERLING CAP FDS | $13.90万 | 0.12% | 5,561 | — | — | — | — |
| AOM | ISHARES TR | $14.13万 | 0.12% | 2,833 | — | — | — | — |