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 |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | $14.30万 | 0.12% | 3,388 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $14.66万 | 0.13% | 884 | — | — | — | — |
| DFSD | DIMENSIONAL ETF TRUST | $16.14万 | 0.14% | 3,380 | — | — | — | — |
| — | ELEVATION SERIES TRUST | $17.29万 | 0.15% | 6,882 | — | — | — | — |
| LLY | ELI LILLY & CO | $17.99万 | 0.16% | 150 | — | — | — | — |
| — | ELEVATION SERIES TRUST | $23.88万 | 0.21% | 5,256 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $29.68万 | 0.26% | 802 | — | — | — | — |
| BILZ | PIMCO ETF TR | $32.82万 | 0.29% | 3,252 | — | — | — | — |
| MAYT | AIM ETF PRODUCTS TRUST | $33.60万 | 0.29% | 8,616 | — | — | — | — |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $35.42万 | 0.31% | 17,341 | — | — | — | — |
| IDEV | ISHARES TR | $38.06万 | 0.33% | 4,276 | — | — | — | — |
| SCHP | SCHWAB STRATEGIC TR | $38.36万 | 0.33% | 14,476 | — | — | — | — |
| AGEM | ABRDN FDS | $38.73万 | 0.34% | 7,843 | — | — | — | — |
| JUNW | AIM ETF PRODUCTS TRUST | $50.68万 | 0.44% | 14,736 | — | — | — | — |
| AOR | ISHARES TR | $52.65万 | 0.46% | 7,575 | — | — | — | — |
| ONEZ | ELEVATION SERIES TRUST | $62.62万 | 0.54% | 22,698 | — | — | — | — |
| SIXD | AIM ETF PRODUCTS TRUST | $73.07万 | 0.64% | 23,697 | — | — | — | — |
| AOA | ISHARES TR | $74.28万 | 0.65% | 7,611 | — | — | — | — |
| MAYW | AIM ETF PRODUCTS TRUST | $81.25万 | 0.71% | 23,368 | — | — | — | — |
| GOOGL | ALPHABET INC | $86.73万 | 0.75% | 2,427 | — | — | — | — |
| GOOG | ALPHABET INC | $88.72万 | 0.77% | 2,511 | — | — | — | — |
| AAPL | APPLE INC | $92.25万 | 0.80% | 3,188 | — | — | — | — |
| SPYM | SPDR SERIES TRUST | $108.21万 | 0.94% | 12,313 | — | — | — | — |
| IWP | ISHARES TR | $221.49万 | 1.93% | 15,128 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $243.06万 | 2.11% | 3,539 | — | — | — | — |
| SCNM | STERLING CAP FDS | $340.32万 | 2.96% | 135,291 | — | — | — | — |
| VTWO | VANGUARD SCOTTSDALE FDS | $385.71万 | 3.35% | 31,767 | — | — | — | — |
| IEMG | ISHARES INC | $549.06万 | 4.77% | 66,280 | — | — | — | — |
| EFG | ISHARES TR | $611.62万 | 5.32% | 49,158 | — | — | — | — |
| IWS | ISHARES TR | $652.32万 | 5.67% | 39,630 | — | — | — | — |
| EFV | ISHARES TR | $701.46万 | 6.10% | 91,634 | — | — | — | — |
| IWX | ISHARES TR | $1,388.97万 | 12.07% | 132,081 | — | — | — | — |
| IWY | ISHARES TR | $2,153.22万 | 18.72% | 74,091 | — | — | — | — |
| — | CAPITOL SER TR | $2,531.46万 | 22.01% | 1,011,169 | — | — | — | — |