OA
Oakmont Advisory Group, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$9820.4万
申报季度: 2026-03-31 · 持股只数: 119
Oakmont Advisory Group, LLC在最新一期 13F 报告中披露了 119 项持股，申报期为 2026-03-31，总持股市值约为 US$9820.4万，季度换手率为 31.0%。
机构性格雪花图
- 集中度
- 13.1
- 持仓稳定性
- 31.04
- 动能／逆势
- 100
- 行业集中度
- 50.1
- 多样化
- 100
- 仓位均衡度
- 82.9
近期动向
减仓 RSP
-59.2% -US$212.8万
加仓 DFUS
+54.0% US$172.1万
减仓 USMV
-65.2% -US$83.0万
减仓 SPLV
-64.4% -US$81.3万
加仓 VWO
+35.5% US$98.9万
加仓 ICSH
+37.8% US$91.1万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 13.43% | +0.74% | +16.37% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 5.46% | +1.57% | +53.99% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.30% | +0.76% | +24.05% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.79% | +0.88% | +35.48% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.64% | +0.18% | +17.41% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 3.38% | +0.81% | +37.81% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 2.78% | +0.20% | +10.35% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.38% | — | +3.03% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.13% | +0.28% | +22.98% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.82% | +0.12% | +12.60% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.50% | -2.34% | -59.23% | |
| 12 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.44% | +0.15% | +13.68% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.44% | — | +2.91% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.19% | — | +0.38% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 1.18% | — | -0.65% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.17% | — | +3.11% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.12% | -0.26% | -13.31% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.12% | — | +20.42% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.07% | -0.26% | -14.46% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.96% | — | -1.46% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.89% | +0.16% | +25.50% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.87% | — | +27.28% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.86% | +0.24% | +48.98% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.86% | +0.16% | +28.17% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.86% | — | +1.68% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.85% | +0.85% | NEW | |
| 27 | GLDI | UBS AG Et Gl Shr Covr Cl Etn | ETF-其他 | 0.84% | — | +8.71% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.82% | +0.18% | +24.65% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | — | +11.20% | |
| 30 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.77% | +0.77% | NEW | |
| 31 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.76% | — | -6.53% | |
| 32 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.76% | +0.76% | NEW | |
| 33 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.76% | +0.76% | NEW | |
| 34 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 0.75% | +0.23% | +55.82% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.75% | -0.32% | -26.15% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.73% | +0.18% | +39.86% | |
| 37 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.70% | — | +36.40% | |
| 38 | YYY | Amplify Cef High Income ETF | ETF-其他 | 0.65% | — | +15.01% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.64% | -0.26% | -25.46% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.63% | — | -16.36% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | — | -3.45% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.61% | -0.36% | -34.90% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.59% | — | -17.38% | |
| 44 | XLB | Ss Materials Select Sector | ETF-其他 | 0.59% | — | -27.96% | |
| 45 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.55% | — | -18.02% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | — | +8.45% | |
| 47 | XLE | Ss Energy Select Sector | ETF-其他 | 0.49% | +0.49% | NEW | |
| 48 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.49% | — | -13.68% | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | — | +22.56% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.48% | — | -3.23% |
1–50 of 119
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Oakmont Advisory Group, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Health Care Select Sector (XLV); 清仓: Ft Vest U.s. Equity Buffer E (FSEP); 清仓: Ft Vest U.s. Equity Buffer E (FOCT); 清仓: Ft Vest U.s. Equity Buffer E (FAUG); 新建仓: Ft Vest US Equity Buffer ETF (FFEB).
FAQ
Oakmont Advisory Group, LLC 是什么机构？属于哪种投资人类型？
Oakmont Advisory Group, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$9820.4万，分布在 119 个已申报仓位之中。
Oakmont Advisory Group, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Oakmont Advisory Group, LLC 按市值排列的前几大持股为：
1. Vanguard S&p 500 ETF (VOO) — US$1318.5万 (13.4%)
2. Dimensional US Eq Mkt ETF (DFUS) — US$536.5万 (5.5%)
3. Vanguard Ftse Developed ETF (VEA) — US$421.8万 (4.3%)
4. Vanguard Ftse Emerging Marke (VWO) — US$372.0万 (3.8%)
5. Invesco Qqq Trust Series 1 (QQQ) — US$357.8万 (3.6%)
Oakmont Advisory Group, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Oakmont Advisory Group, LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 17 个既有持股、减仓 8 个仓位，并完全清仓 11 个持股。 其中幅度最大的异动：新建仓: Ss Health Care Select Sector (XLV); 清仓: Ft Vest U.s. Equity Buffer E (FSEP); 清仓: Ft Vest U.s. Equity Buffer E (FOCT); 清仓: Ft Vest U.s. Equity Buffer E (FAUG); 新建仓: Ft Vest US Equity Buffer ETF (FFEB)
Oakmont Advisory Group, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Oakmont Advisory Group, LLC 的主要板块分布如下：
• Health Care: 25.0%
• Information Technology: 23.3%
• Consumer Staples: 16.7%
• Consumer Discretionary: 9.8%
• Communication Services: 7.4%
• Financials: 5.1%