13FBOX
Oakmont Advisory Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Oakmont Advisory Group, LLC

No.8828 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.19亿
环比变动 Q1 2026
+$2,085.9万+21.2%
持仓股票数
501
新买入
390
加仓
74
减仓
36
清仓
8
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
12.6%13.43%$1,499.8万2.2万股$1,318.5万2.2万股-227股-1.03%减仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
5.1%5.46%$607.6万7.4万股$536.5万7.6万股-1,507股-1.99%减仓
V先锋领航·FTSEVEA
4.02%4.3%$479.0万6.7万股$421.8万6.6万股+1,401股+2.13%加仓
I景顺QQQ信托VOO
3.54%3.64%$421.9万5,730股$357.8万6,199股-469股-7.57%减仓
V先锋领航·FSTEVWO
3.51%3.79%$417.9万7.0万股$372.0万6.9万股+1,191股+1.73%加仓
IiShares安硕信托ICSH
3.43%3.38%$408.7万8.1万股$331.5万6.5万股+1.5万股+23.39%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
2.71%2.78%$322.6万3.9万股$272.7万3.8万股+828股+2.16%加仓
V先锋领航·SPECIALIZED FUNDSVIG
2.04%2.13%$242.4万1.0万股$208.9万9,714股+530股+5.46%加仓
V先锋领航斯科茨代尔基金VCIT
1.94%2.38%$230.8万2.8万股$233.8万2.8万股-320股-1.13%减仓
V先锋领航斯科茨代尔基金VMBS
1.42%1.44%$169.3万3.6万股$140.9万3.0万股+6,141股+20.46%加仓
V先锋领航·TOTALBND
1.4%1.82%$166.8万2.3万股$178.5万2.4万股-1,518股-6.26%减仓
I景顺交易所交易基金信托RSP
1.39%1.5%$166.0万7,802股$146.9万7,657股+145股+1.89%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
1.26%1.44%$149.5万1.4万股$141.5万1.5万股-1,589股-10.28%减仓
V先锋领航债券指数基金BIV
1.03%1.19%$122.4万1.6万股$117.2万1.5万股+773股+5.09%加仓
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
1.02%1.12%$121.7万1.3万股$110.1万1.2万股+1,124股+9.77%加仓
V先锋领航斯科茨代尔基金VGIT
1.01%1.17%$120.6万2.0万股$115.0万1.9万股+1,145股+5.93%加仓
V先锋领航白厅基金VYM
0.93%0.96%$110.4万6,989股$94.0万6,344股+645股+10.17%加仓
V先锋领航斯科茨代尔基金VGLT
0.91%1.18%$108.6万2.0万股$116.0万2.1万股-1,279股-6.10%减仓
IiShares安硕信托SHYG
0.89%1.07%$106.5万2.5万股$105.5万2.5万股+172股+0.69%加仓
V先锋领航指数基金VB
0.85%0.89%$101.1万3,335股$87.0万3,322股+13股+0.39%加仓
V先锋领航·MIDVO
0.82%0.87%$97.7万1.2万股$85.7万2,986股+9,134股+305.89%加仓
V先锋领航斯科茨代尔基金BSV
0.82%0.75%$97.4万1.2万股$73.9万9,323股+3,005股+32.23%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.81%0.85%$95.9万6,044股$83.6万5,700股+344股+6.04%加仓
V先锋领航指数基金VNQ
0.8%0.86%$95.0万9,850股$84.4万9,514股+336股+3.53%加仓
VVanEck ETF信托HYD
0.8%0.7%$94.9万1.8万股$68.9万1.4万股+4,685股+34.09%加仓
V先锋领航斯科茨代尔基金VGSH
0.78%0.64%$93.2万1.6万股$62.6万1.1万股+5,323股+49.82%加仓
IiShares安硕信托PFF
0.76%0.86%$90.8万3.0万股$84.7万2.8万股+1,855股+6.64%加仓
F第一信托·USTFVD
0.73%0.43%$87.1万1.7万股$42.3万8,932股+7,744股+86.70%加仓
第一信托交易所交易基金VIFR
0.73%$87.1万1.4万股$00股+1.4万股新买入
FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY
0.73%$86.7万1.5万股$00股+1.5万股新买入
GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD
0.72%0.75%$85.8万5.4万股$73.9万4.9万股+4,175股+8.44%加仓
F第一信托交易所交易基金VIFAPR
0.71%$85.0万1.8万股$00股+1.8万股新买入
GGlobal X基金QYLD
0.68%0.55%$81.3万4.4万股$54.4万3.2万股+1.2万股+39.22%加仓
V先锋领航·TOTALBNDX
0.68%1.12%$81.2万1.7万股$109.6万2.3万股-6,041股-26.50%减仓
S嘉信策略信托SCHD
0.62%0.62%$74.0万2.3万股$60.7万2.0万股+3,535股+17.86%加仓
IiShares安硕信托STIP
0.61%0.61%$73.1万7,151股$59.6万5,761股+1,390股+24.13%加仓
WWORLD GOLD TRGLD
0.61%0.82%$73.0万9,193股$80.9万8,727股+466股+5.34%加仓
SSPDR行业精选信托XLRE
0.59%$70.0万1.6万股$00股+1.6万股新买入
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.58%0.63%$69.1万1.4万股$61.7万1.2万股+1,426股+11.77%加仓
AAMPLIFY CEF HIGH INCOME ETFYYY
0.58%0.65%$69.0万6.0万股$63.7万5.8万股+2,092股+3.62%加仓
GGlobal X基金XYLD
0.57%0.49%$68.0万1.7万股$48.1万1.2万股+4,369股+35.52%加仓
美光科技MU
0.56%0.3%$66.9万580股$29.5万874股-294股-33.64%减仓
SSPDR行业精选信托XLY
0.56%$66.6万5,680股$00股+5,680股新买入
SSPDR行业精选信托XLY
0.54%0.59%$63.8万5,953股$58.0万5,233股+720股+13.76%加仓
FFLEXFLEX
0.52%0.42%$61.7万3,807股$41.4万6,332股-2,525股-39.88%减仓
英伟达NVDA
0.5%0.5%$59.0万2,950股$49.2万2,824股+126股+4.46%加仓
IiShares安硕信托DGRO
0.5%0.48%$59.0万7,781股$46.8万6,670股+1,111股+16.66%加仓
IiShares安硕信托HDV
0.48%0.48%$57.4万2.1万股$46.8万3,449股+1.7万股+506.87%加仓
CCREDIT SUISSE NASSAU BRANCGLDI
0.47%0.84%$55.7万3,960股$82.9万4,992股-1,032股-20.67%减仓
J摩根大通交易所交易基金JEPI
0.45%0.73%$53.4万9,448股$71.8万1.3万股-3,212股-25.37%减仓

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