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 |
|---|---|---|---|---|---|---|---|---|
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $2.77万 | 0.02% | 1,083 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $2.76万 | 0.02% | 138 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $2.72万 | 0.02% | 218 | — | — | — | — |
| MBB | ISHARES TR | $2.69万 | 0.02% | 285 | — | — | — | — |
| XLF | SELECT SECTOR SPDR TR | $2.60万 | 0.02% | 485 | — | — | — | — |
| IHAK | ISHARES TR | $2.60万 | 0.02% | 428 | — | — | — | — |
| INTC | INTEL CORP | $2.58万 | 0.02% | 185 | — | — | — | — |
| MSFT | MICROSOFT CORP | $2.57万 | 0.02% | 69 | — | — | — | — |
| PPA | INVESCO EXCHANGE TRADED FD T | $2.51万 | 0.02% | 142 | — | — | — | — |
| PEP | PEPSICO INC | $2.50万 | 0.02% | 185 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.50万 | 0.02% | 50 | — | — | — | — |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $2.46万 | 0.02% | 1,218 | — | — | — | — |
| MINT | PIMCO ETF TR | $2.42万 | 0.02% | 240 | — | — | — | — |
| — | FIDELITY COVINGTON TRUST | $2.33万 | 0.02% | 467 | — | — | — | — |
| — | FIDELITY COVINGTON TRUST | $2.31万 | 0.02% | 583 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $2.29万 | 0.02% | 181 | — | — | — | — |
| GOVT | ISHARES TR | $2.22万 | 0.02% | 976 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $2.19万 | 0.02% | 526 | — | — | — | — |
| ITW | ILLINOIS TOOL WKS INC | $2.06万 | 0.02% | 76 | — | — | — | — |
| CVS | CVS HEALTH CORP | $2.05万 | 0.02% | 198 | — | — | — | — |
| RTX | RTX CORPORATION | $2.01万 | 0.02% | 106 | — | — | — | — |
| MO | ALTRIA GROUP INC | $2.00万 | 0.02% | 277 | — | — | — | — |
| WSFS | WSFS FINL CORP | $1.96万 | 0.02% | 256 | — | — | — | — |
| — | SPDR INDEX SHS FDS | $1.95万 | 0.02% | 244 | — | — | — | — |
| FGD | FIRST TR EXCHANGE-TRADED FD | $1.94万 | 0.02% | 605 | — | — | — | — |
| SHLD | GLOBAL X FDS | $1.88万 | 0.02% | 315 | — | — | — | — |
| DFAE | DIMENSIONAL ETF TRUST | $1.87万 | 0.02% | 465 | — | — | — | — |
| MUB | ISHARES TR | $1.83万 | 0.02% | 170 | — | — | — | — |
| VGT | VANGUARD WORLD FD | $1.82万 | 0.02% | 152 | — | — | — | — |
| THRO | BLACKROCK ETF TRUST | $1.79万 | 0.02% | 415 | — | — | — | — |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1.78万 | 0.02% | 1,110 | — | — | — | — |
| DRI | DARDEN RESTAURANTS INC | $1.78万 | 0.02% | 86 | — | — | — | — |
| BLCR | BLACKROCK ETF TRUST | $1.75万 | 0.02% | 347 | — | — | — | — |
| MKC | MCCORMICK & CO INC | $1.73万 | 0.02% | 344 | — | — | — | — |
| XTEN | BONDBLOXX ETF TRUST | $1.69万 | 0.01% | 370 | — | — | — | — |
| GGOV | BLACKROCK ETF TRUST II | $1.68万 | 0.01% | 335 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.68万 | 0.01% | 75 | — | — | — | — |
| IALT | BLACKROCK ETF TRUST | $1.67万 | 0.01% | 597 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC | $1.66万 | 0.01% | 150 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $1.66万 | 0.01% | 634 | — | — | — | — |
| SNX | TD SYNNEX CORPORATION | $1.55万 | 0.01% | 58 | — | — | — | — |
| — | FIDELITY COVINGTON TRUST | $1.55万 | 0.01% | 467 | — | — | — | — |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $1.54万 | 0.01% | 358 | — | — | — | — |
| DFIS | DIMENSIONAL ETF TRUST | $1.43万 | 0.01% | 409 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $1.42万 | 0.01% | 78 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.41万 | 0.01% | 50 | — | — | — | — |
| SGOV | ISHARES TR | $1.40万 | 0.01% | 139 | — | — | — | — |
| OXY | OCCIDENTAL PETE CORP | $1.38万 | 0.01% | 284 | — | — | — | — |
| XLE | SELECT SECTOR SPDR TR | $1.37万 | 0.01% | 258 | — | — | — | — |
| MPC | MARATHON PETE CORP | $1.33万 | 0.01% | 52 | — | — | — | — |
| KMB | KIMBERLY-CLARK CORP | $1.33万 | 0.01% | 121 | — | — | — | — |
| HPQ | HP INC | $1.33万 | 0.01% | 605 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $1.31万 | 0.01% | 33 | — | — | — | — |
| VGLT | VANGUARD SCOTTSDALE FDS | $1.31万 | 0.01% | 237 | — | — | — | — |
| ALL | ALLSTATE CORP | $1.24万 | 0.01% | 52 | — | — | — | — |
| FRT | FEDERAL RLTY INVT TR NEW | $1.23万 | 0.01% | 100 | — | — | — | — |
| INCY | INCYTE CORP | $1.19万 | 0.01% | 105 | — | — | — | — |
| BA | BOEING CO | $1.17万 | 0.01% | 54 | — | — | — | — |
| CNA | CNA FINL CORP | $1.13万 | 0.01% | 233 | — | — | — | — |
| CI | THE CIGNA GROUP | $1.13万 | 0.01% | 41 | — | — | — | — |
| SNA | SNAP ON INC | $1.13万 | 0.01% | 28 | — | — | — | — |
| ADM | ARCHER DANIELS MIDLAND CO | $1.09万 | 0.01% | 143 | — | — | — | — |
| IBB | ISHARES TR | $1.08万 | 0.01% | 57 | — | — | — | — |
| DBEF | DBX ETF TR | $1.08万 | 0.01% | 198 | — | — | — | — |
| BINC | BLACKROCK ETF TRUST II | $1.08万 | 0.01% | 206 | — | — | — | — |
| DFUV | DIMENSIONAL ETF TRUST | $1.08万 | 0.01% | 196 | — | — | — | — |
| ATO | ATMOS ENERGY CORP | $1.07万 | 0.01% | 62 | — | — | — | — |
| FTI | TECHNIPFMC PLC | $1.07万 | 0.01% | 161 | — | — | — | — |
| VRSN | VERISIGN INC | $1.06万 | 0.01% | 42 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.03万 | 0.01% | 60 | — | — | — | — |
| ASTS | AST SPACEMOBILE INC | $1.00万 | 0.01% | 113 | — | — | — | — |
| C | CITIGROUP INC | $1.00万 | 0.01% | 72 | — | — | — | — |
| BST | BLACKROCK SCIENCE & TECHNOLO | $9,939 | 0.01% | 196 | — | — | — | — |
| BG | BUNGE GLOBAL SA | $9,819 | 0.01% | 92 | — | — | — | — |
| F | FORD MTR CO | $9,777 | 0.01% | 703 | — | — | — | — |
| DFAI | DIMENSIONAL ETF TRUST | $9,735 | 0.01% | 236 | — | — | — | — |
| ADBE | ADOBE INC | $9,636 | 0.01% | 47 | — | — | — | — |
| COKE | COCA COLA CONS INC | $9,546 | 0.01% | 50 | — | — | — | — |
| — | SIMPLIFY EXCHANGE TRADED FUN | $9,474 | 0.01% | 352 | — | — | — | — |
| — | BLACKROCK ETF TRUST | $9,169 | 0.01% | 328 | — | — | — | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $9,120 | 0.01% | 100 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INC | $9,030 | 0.01% | 84 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $8,984 | 0.01% | 77 | — | — | — | — |
| BTI | BRITISH AMERN TOB PLC | $8,910 | 0.01% | 144 | — | — | — | — |
| NEE | NEXTERA ENERGY INC | $8,865 | 0.01% | 101 | — | — | — | — |
| COP | CONOCOPHILLIPS | $8,833 | 0.01% | 85 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $8,808 | 0.01% | 153 | — | — | — | — |
| V | VISA INC | $8,577 | 0.01% | 25 | — | — | — | — |
| TROW | PRICE T ROWE GROUP INC | $8,527 | 0.01% | 75 | — | — | — | — |
| CEG | CONSTELLATION ENERGY CORP | $8,196 | 0.01% | 33 | — | — | — | — |
| ES | EVERSOURCE ENERGY | $7,950 | 0.01% | 110 | — | — | — | — |
| AIA | ISHARES TR | $7,933 | 0.01% | 56 | — | — | — | — |
| VST | VISTRA CORP | $7,932 | 0.01% | 50 | — | — | — | — |
| LITE | LUMENTUM HLDGS INC | $7,723 | 0.01% | 9 | — | — | — | — |
| RPRX | ROYALTY PHARMA PLC | $7,626 | 0.01% | 136 | — | — | — | — |
| EDIV | SPDR INDEX SHS FDS | $7,618 | 0.01% | 186 | — | — | — | — |
| PFGC | PERFORMANCE FOOD GROUP CO | $7,602 | 0.01% | 68 | — | — | — | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $7,352 | 0.01% | 200 | — | — | — | — |
| ITA | ISHARES TR | $7,273 | 0.01% | 30 | — | — | — | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,159 | 0.01% | 123 | — | — | — | — |