Tulsa Wealth Advisors, INC

报告期 2026-03-31 · CIK 0002114442

持仓数

150

前50大市值合计

$509.3M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 66增持 1减持 59清仓 24

方向

标的

Δ市值

现股数(环比)

建仓

SPHQ INVESCO S&P 500 QUALITY ETF

+$56.6M

752,841

建仓

ITOT ISHARES TR CORE S&P TTL STK

+$56.2M

394,861

建仓

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI

+$46.8M

804,300

建仓

AVLV AVANTIS US LARGE CAP VALUE ETF

+$32.9M

408,289

建仓

XLG INVESCO S&P 500 TOP 50 ETF

+$25.1M

460,984

建仓

VUG VANGUARD GROWTH ETF

+$24.3M

55,628

建仓

IEF ISHARES TR 7-10 YR TRSY BD

+$23.8M

249,260

建仓

HEFA ISHARES TR HDG MSCI EAFE

+$18.1M

427,085

建仓

SPY STATE STREET SPDR S&P 500 ETF TRUST

+$13.2M

20,312

减持

MSFT MICROSOFT CORPORATION

-$9.9M

30,624 -30%

减持

AAPL APPLE INCORPORATED

-$9.6M

53,699 -37%

建仓

— EATON CORPORATION PLC SHS (IRELAND)

+$9.1M

25,578

减持

AVGO BROADCOM INCORPORATED

-$8.8M

47,032 -30%

建仓

MOAT VANECK MORNINGSTAR WIDE MOAT ETF

+$6.4M

66,093

减持

JPM JPMORGAN CHASE & COMPANY

-$5.8M

43,051 -25%

减持

OKE ONEOK INCORPORATED NEW

-$5.7M

14,508 -85%

建仓

— CHUBB LIMITED SWITZ (SWITZERLAND)

+$5.5M

16,731

建仓

— JOHNSON CONTROLS INTERNATION SHS (IRELAND)

+$5.1M

38,753

减持

NVDA NVIDIA CORPORATION

-$4.7M

9,214 -73%

减持

WMT WALMART INCORPORATED

-$4.5M

92,325 -36%

建仓

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

+$4.3M

96,066

建仓

INCM FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF

+$4.1M

141,044

建仓

O REALTY INCOME CORPORATION REIT

+$3.9M

63,287

建仓

USTB VICTORYSHARES SHORT-TERM BOND ETF

+$3.8M

74,639

减持

GOOGL ALPHABET INCORPORATED CAP STK CLASS A

-$3.5M

16,959 -37%

建仓

— TRANE TECHNOLOGIES PLC SHS (IRELAND)

+$2.9M

7,026

建仓

PTL INSPIRE 500 ETF

+$2.7M

10,902

减持

AMZN AMAZON COM INCORPORATED

-$2.7M

17,954 -35%

减持

V VISA INCORPORATED COM CLASS A

-$2.4M

10,477 -34%

减持

COP CONOCOPHILLIPS

-$2.4M

6,593 -81%

减持

META META PLATFORMS INCORPORATED CLASS A

-$2.2M

4,683 -37%

减持

HD HOME DEPOT INCORPORATED

-$2.2M

18,317 -23%

建仓

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

+$2.2M

20,884

建仓

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

+$2.1M

34,427

建仓

— MEDTRONIC PLC SHS (IRELAND)

+$2.1M

23,944

减持

PSX PHILLIPS 66

-$1.9M

3,044 -84%

减持

ABBV ABBVIE INCORPORATED

-$1.8M

18,161 -28%

减持

UNH UNITEDHEALTH GROUP INCORPORATED

-$1.7M

7,042 -36%

减持

CME CME GROUP INCORPORATED

-$1.5M

20,052 -26%

清仓

HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A

-$1.5M

0 -100%

建仓

IVW ISHARES TR S&P 500 GRWT ETF

+$1.5M

13,182

建仓

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

+$1.4M

8,902

减持

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW

-$1.4M

20,902 -24%

减持

TSLA TESLA INCORPORATED

-$1.4M

1,371 -68%

建仓

WWJD INSPIRE INTERNATIONAL ETF

+$1.4M

36,979

减持

ADI ANALOG DEVICES INCORPORATED

-$1.3M

19,345 -29%

减持

WFC WELLS FARGO & COMPANY

-$1.3M

25,944 -27%

建仓

BIBL INSPIRE 100 ETF

+$1.2M

25,565

减持

GOOG ALPHABET INCORPORATED CAP STK CLASS C

-$1.2M

997 -79%

建仓

IEFA ISHARES TR CORE MSCI EAFE

+$1.2M

12,896

减持

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A

-$1.1M

8,110 -37%

建仓

— NXP SEMICONDUCTORS N V (NETHERLANDS)

+$1.1M

5,412

减持

JNJ JOHNSON & JOHNSON

-$1.1M

24,663 -28%

减持

FIS FIDELITY NATL INFORMATION SVCS

-$1.0M

40,195 -8%

建仓

ZTS ZOETIS INCORPORATED CLASS A

+$1.0M

8,526

减持

AMD ADVANCED MICRO DEVICES INCORPORATED

-$990.6K

7,855 -35%

减持

CMI CUMMINS INCORPORATED

-$988.4K

5,673 -28%

建仓

EVTR EATON VANCE TOTAL RETURN BOND ETF

+$965.1K

19,017

建仓

QQQ INVESCO QQQ TRUST

+$959.1K

1,662

减持

MPC MARATHON PETE CORPORATION

+$951.0K

34,166 -25%

减持

CRM SALESFORCE INCORPORATED

-$904.5K

5,175 -27%

建仓

IJR ISHARES TR CORE S&P SCP ETF

+$881.1K

7,088

减持

WMB WILLIAMS COMPANIES INCORPORATED

-$870.0K

7,002 -69%

减持

DRI DARDEN RESTAURANTS INCORPORATED

-$803.5K

23,949 -20%

建仓

— STERIS PLC SHS USD (IRELAND)

+$792.6K

3,584

减持

TJX TJX COMPANIES INCORPORATED NEW

-$790.8K

10,888 -34%

建仓

ELCV EVENTIDE HIGH DIVIDEND ETF

+$783.0K

26,999

建仓

IBD INSPIRE CORPORATE BOND ETF

+$761.8K

31,933

建仓

IEMG ISHARES INCORPORATED CORE MSCI EMKT

+$734.4K

10,528

建仓

TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF

+$732.4K

15,770

减持

OGS ONE GAS INCORPORATED

-$728.9K

3,629 -73%

减持

BBY BEST BUY INCORPORATED

-$706.2K

33,409 -22%

减持

IBM INTERNATIONAL BUSINESS MACHINES

-$705.8K

2,599 -42%

减持

UNP UNION PAC CORPORATION

-$690.6K

12,877 -22%

减持

SPGI S&P GLOBAL INCORPORATED

-$679.8K

2,258 -28%

减持

ALL ALLSTATE CORPORATION

-$668.1K

6,156 -34%

清仓

ALNT ALLIENT INCORPORATED

-$659.1K

0 -100%

建仓

AGG ISHARES TR CORE US AGGBD ET

+$655.5K

6,603

减持

CMCSA COMCAST CORPORATION NEW CLASS A

-$647.5K

74,918 -20%

清仓

AAON AAON INCORPORATED COM PAR $0.004

-$645.3K

0 -100%

减持

NEE NEXTERA ENERGY INCORPORATED

-$642.6K

34,156 -28%

建仓

RJDI RJ EAGLE GCM DIVIDEND SELECT INCOME ETF

+$636.3K

23,809

减持

IQV IQVIA HLDGS INCORPORATED

-$615.8K

4,087 -30%

建仓

FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF

+$595.9K

24,038

建仓

BLES INSPIRE GLOBAL HOPE ETF

+$551.8K

12,441

建仓

GLD SPDR GOLD SHARES

+$544.7K

1,266

清仓

GS GOLDMAN SACHS GROUP INCORPORATED

-$539.0K

0 -100%

建仓

VTI VANGUARD TOTAL STOCK MARKET ETF

+$518.0K

1,615

建仓

EFA ISHARES TR MSCI EAFE ETF

+$514.3K

5,295

建仓

OUNZ VANECK MERK GOLD ETF

+$508.2K

11,280

建仓

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$503.8K

2,625

清仓

BOKF BOK FINL CORPORATION COM NEW

-$502.4K

0 -100%

建仓

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF

+$465.0K

27,113

减持

RTX RTX CORPORATION

-$437.0K

1,639 -60%

清仓

ORCL ORACLE CORPORATION

-$436.3K

0 -100%

建仓

ICSH ISHARES TR ULTRA SHORT DUR

+$436.2K

8,618

建仓

IVE ISHARES TR S&P 500 VAL ETF

+$429.1K

2,032

减持

MCD MCDONALDS CORPORATION

-$419.7K

1,018 -58%

减持

MA MASTERCARD INCORPORATED CLASS A

-$418.8K

606 -52%

清仓

AXP AMERICAN EXPRESS COMPANY

-$402.8K

0 -100%

建仓

QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS

+$400.2K

15,007

减持

MRK MERCK & COMPANY INCORPORATED

-$384.0K

9,510 -34%

减持

APD AIR PRODUCTS AND CHEMICALS INCORPORATED

-$375.5K

14,747 -22%

建仓

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

+$363.0K

2,731

清仓

FISV FISERV INCORPORATED

-$360.5K

0 -100%

减持

CAT CATERPILLAR INCORPORATED

-$358.2K

772 -51%

减持

PEG PUBLIC SVC ENTERPRISE GROUP

-$342.1K

9,676 -31%

建仓

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF

+$338.8K

5,530

清仓

NFLX NETFLIX INCORPORATED

-$335.8K

0 -100%

清仓

OKLO OKLO INCORPORATED COM CLASS A

-$332.4K

0 -100%

减持

BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

-$318.4K

1,594 -26%

清仓

CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A

-$316.9K

0 -100%

减持

ICE INTERCONTINENTAL EXCHANGE INCORPORATED

-$312.7K

1,874 -50%

清仓

BKNG BOOKING HOLDINGS INCORPORATED

-$305.4K

0 -100%

建仓

IWO ISHARES TR RUS 2000 GRW ETF

+$303.1K

966

清仓

BA BOEING COMPANY

-$302.3K

0 -100%

建仓

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+$301.8K

505

建仓

MGK VANGUARD MEGA CAP GROWTH ETF

+$290.6K

791

建仓

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF

+$289.8K

626

建仓

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

+$284.7K

3,107

清仓

T AT&T INCORPORATED

-$279.3K

0 -100%

减持

APH AMPHENOL CORPORATION CLASS A

-$272.9K

3,911 -31%

建仓

WTAI WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE &

+$270.9K

9,597

建仓

DVY ISHARES TR SELECT DIVID ETF

+$270.9K

1,789

清仓

SO SOUTHERN COMPANY

-$267.9K

0 -100%

清仓

APP APPLOVIN CORPORATION COM CLASS A

-$264.1K

0 -100%

建仓

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

+$261.2K

5,290

清仓

SYF SYNCHRONY FINANCIAL

-$260.5K

0 -100%

减持

GEV GE VERNOVA INCORPORATED

-$259.4K

1,280 -39%

减持

LHX L3HARRIS TECHNOLOGIES INCORPORATED

-$251.2K

1,188 -47%

清仓

QBTS D-WAVE QUANTUM INCORPORATED

-$247.7K

0 -100%

清仓

GE GE AEROSPACE COM NEW

-$247.2K

0 -100%

建仓

IJH ISHARES TR CORE S&P MCP ETF

+$238.8K

3,536

建仓

IJT ISHARES TR S&P SML 600 GWT

+$231.6K

1,601

减持

ATO ATMOS ENERGY CORPORATION

-$231.3K

2,863 -37%

建仓

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

+$228.1K

4,683

清仓

ABT ABBOTT LABS

-$224.7K

0 -100%

建仓

IVV ISHARES TR CORE S&P500 ETF

+$223.5K

342

减持

LLY ELI LILLY & COMPANY

-$221.4K

1,374 -1%

减持

VZ VERIZON COMMUNICATIONS INCORPORATED

-$221.2K

72,213 -24%

清仓

PM PHILIP MORRIS INTERNATIONAL INCORPORATED

-$217.1K

0 -100%

清仓

CLMT CALUMET INCORPORATED

-$212.4K

0 -100%

减持

EW EDWARDS LIFESCIENCES CORPORATION

-$206.6K

7,459 -21%

建仓

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$205.5K

7,055

建仓

CP CANADIAN PACIFIC KANSAS CITY (CANADA)

+$205.3K

2,610

清仓

MU MICRON TECHNOLOGY INCORPORATED

-$202.3K

0 -100%

清仓

SOFI SOFI TECHNOLOGIES INCORPORATED

-$201.1K

0 -100%

减持

BAC BANK AMERICA CORPORATION

-$195.2K

6,801 -29%

增持

CEG CONSTELLATION ENERGY CORPORATION

+$193.1K

2,193 +85%

减持

PG PROCTER & GAMBLE COMPANY

-$174.2K

1,706 -42%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。