Orographic Financial Advisors, LLC

CIK 2135775 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$151K
按 13F 价值排名第 9375（共 9443） · 前 99.3%
持仓
105
截至
2026年6月30日

投资组合价值同比（季度）：+7.2% 13F不披露现金

前十大持仓权重
37.82%
前二十五大持仓权重
63.40%
持仓高于 1%
30
有效持仓数量
44.6

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 9.71% 估计买入 $14189 · 卖出 $15791

新仓位
8
增加
25
减少
54
已结清
9
本页内容

行业细分

Technology
12.5%
Healthcare
7.4%
Retail
6.8%
Industrials
5.7%
Communication Services
5.5%
Energy
4.5%
Financial Services
4.3%
Utilities
4.2%
Communications
4.0%
Consumer Discretionary
4.0%
Consumer Staples
3.7%
Financials
3.4%
Telecommunication
3.3%
Real Estate
3.3%
Consumer products
0.6%
Logistics & Transportation
0.4%
其他/未映射
26.4%

完整投资组合 105 持仓

类型 连胜 8个季度趋势
AAPL Apple Inc. - Common Stock $9214 6.10% 30486 $1036 下跌 ×1
MSFT Microsoft Corporation - Common Stock $7679 5.08% 15594 $1950 上涨 ×1
未知发行人 (CUSIP: 30233Q108) $6535 4.32% 40909 上涨 ×1
CSCO Cisco Systems, Inc. - Common Stock $6062 4.01% 48937 $2215 下跌 ×1
TJX TJX Companies, Inc. (The) Common Stock $5787 3.83% 37925 $-281 下跌 ×1
VGT $5365 3.55% 44123 $1438 上涨 ×1
SCHD $4647 3.07% 135660 $468 下跌 ×1
BRKB $4252 2.81% 8339 $155 下跌 ×1
HWM Howmet Aerospace Inc. Common Stock $4047 2.68% 14370 $683 下跌 ×1
GOOGL Alphabet Inc. - Class A Common Stock $3573 2.36% 10402 $576 下跌 ×1
BMY Bristol-Myers Squibb Company Common Stock $3258 2.16% 51149 $143 下跌 ×1
CVX Chevron Corporation Common Stock $3195 2.11% 16252 $-118 上涨 ×1
GLD $3106 2.05% 7673 $-194 上涨 ×1
T AT&T Inc. $2970 1.96% 122507 $-479 上涨 ×1
KMI Kinder Morgan, Inc. Common Stock $2918 1.93% 91989 $-249 下跌 ×1
JPM JP Morgan Chase & Co. Common Stock $2623 1.74% 7185 $320 下跌 ×1
SBUX Starbucks Corporation - Common Stock $2579 1.71% 23780 $417 下跌 ×1
SCHX $2552 1.69% 83674 $404 下跌 ×1
JNJ Johnson & Johnson Common Stock $2546 1.68% 9761 $100 下跌 ×1
AMZN Amazon.com, Inc. - Common Stock $2322 1.54% 8691 $512
CEG Constellation Energy Corporation - Common Stock When-Issued $2256 1.49% 8098 $0 上涨 ×1
RTX RTX Corporation Common Stock $2186 1.45% 9814 $287 下跌 ×1
PFE Pfizer, Inc. Common Stock $2103 1.39% 79941 $-42 上涨 ×1
ARCC Ares Capital Corporation - Closed End Fund $2053 1.36% 103345 $237 上涨 ×1
AEP American Electric Power Company, Inc. - Common Stock $1996 1.32% 16017 $-117 下跌 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $1866 1.23% 1800 $330 下跌 ×1
DIS Walt Disney Company (The) Common Stock $1738 1.15% 16838 $213 上涨 ×1
KO Coca-Cola Company (The) Common Stock $1737 1.15% 20040 $165 下跌 ×1
RSPU $1668 1.10% 21446 $-76 下跌 ×1
AMT American Tower Corporation (REIT) Common Stock $1616 1.07% 9485 $47 上涨 ×1
MCD McDonald's Corporation Common Stock $1446 0.96% 5248 $-185
CCI Crown Castle Inc. Common Stock $1393 0.92% 18837 $-117 上涨 ×1
BAC Bank of America Corporation Common Stock $1390 0.92% 21450 $334 下跌 ×1
NNN NNN REIT, Inc. Common Stock $1365 0.90% 29802 $110 下跌 ×1
PM Philip Morris International Inc Common Stock $1323 0.88% 7110 $118 下跌 ×1
SCHF $1286 0.85% 45295 $153 下跌 ×1
SPYM $1256 0.83% 13815 $184 下跌 ×1
GOOG Alphabet Inc. - Class C Capital Stock $1253 0.83% 3662 $172 下跌 ×1
PYPL PayPal Holdings, Inc. - Common Stock $1211 0.80% 20471 $285 下跌 ×1
ADM Archer-Daniels-Midland Company Common Stock $1203 0.80% 15100 $-13 下跌 ×1
SCHO $1190 0.79% 49456 $-22 下跌 ×1
SCHY $1130 0.75% 34059 $47 下跌 ×1
HD Home Depot, Inc. (The) Common Stock $1108 0.73% 3228 $-44 下跌 ×1
GBDC Golub Capital BDC, Inc. - Closed End Fund $1102 0.73% 84244 $33 下跌 ×1
VZ Verizon Communications Inc. Common Stock $1075 0.71% 22884 $-137 下跌 ×1
EXC Exelon Corporation - Common Stock $1049 0.69% 23200 $-79 上涨 ×1
ABBV AbbVie Inc. Common Stock $1047 0.69% 4211 $-40 下跌 ×1
WBD Warner Bros. Discovery, Inc. - Series A Common Stock $1024 0.68% 37065 $12 上涨 ×1
PG Procter & Gamble Company (The) Common Stock $981 0.65% 6814 $-27 下跌 ×1
VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares $937 0.62% 58245 $48 下跌 ×1
SMH SMH $869 0.57% 1487 $296 下跌 ×1
RSPT $836 0.55% 12760 $259 上涨 ×1
WMT Walmart Inc. - Common Stock $822 0.54% 7086 $-61 下跌 ×1
SO Southern Company (The) Common Stock $793 0.52% 8577 $-49 下跌 ×1
MCK McKesson Corporation Common Stock $789 0.52% 899 $7 下跌 ×1
IVV $745 0.49% 961 $98 下跌 ×1
UBER Uber Technologies, Inc. Common Stock $697 0.46% 9253 上涨 ×1
NVDA NVIDIA Corporation - Common Stock $695 0.46% 3103 $261 上涨 ×1
META Meta Platforms, Inc. - Class A Common Stock $689 0.46% 1192 $18 上涨 ×1
SCHE $661 0.44% 17915 $67 下跌 ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $627 0.41% 10089 $22 下跌 ×1
DLN $623 0.41% 6165 $75 上涨 ×1
AMGN Amgen Inc. - Common Stock $600 0.40% 1442 $93
UPS United Parcel Service, Inc. Common Stock $575 0.38% 5534 $76 上涨 ×1
SPDW $496 0.33% 9562 $56 下跌 ×1
USB U.S. Bancorp Common Stock $492 0.33% 7572 $82 下跌 ×1
MRK Merck & Company, Inc. Common Stock (new) $486 0.32% 3657 $44
CARR Carrier Global Corporation Common Stock $471 0.31% 7481 $50 下跌 ×1
F Ford Motor Company Common Stock $467 0.31% 33797 $88 上涨 ×1
MPC Marathon Petroleum Corporation Common Stock $458 0.30% 1316 $130 下跌 ×1
PEP PepsiCo, Inc. - Common Stock $445 0.29% 3209 $-68 下跌 ×1
GSEW $433 0.29% 4401 $57 下跌 ×1
ADP Automatic Data Processing, Inc. - Common Stock $403 0.27% 1500 $96
EDV $383 0.25% 6439 $-38 下跌 ×1
CRM Salesforce, Inc. Common Stock $379 0.25% 1963 $35 上涨 ×1
WM Waste Management, Inc. Common Stock $367 0.24% 1625 $-6
WFC Wells Fargo & Company Common Stock $358 0.24% 4030 $38
INTC Intel Corporation - Common Stock $353 0.23% 3502 上涨 ×1
SCHG $350 0.23% 9849 $64
SCHA $345 0.23% 9847 $59
CMG Chipotle Mexican Grill, Inc. Common Stock $339 0.22% 10400 $7
SCHH $333 0.22% 14000 $31 下跌 ×1
SPAB $333 0.22% 13272 $-6 上涨 ×1
ARE Alexandria Real Estate Equities, Inc. Common Stock $305 0.20% 6356 $-2 下跌 ×1
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share $299 0.20% 2395 $34 上涨 ×1
NEE NextEra Energy, Inc. Common Stock $293 0.19% 3420 $-24
DEO Diageo plc Common Stock $290 0.19% 3090 $49 下跌 ×1
VTI $289 0.19% 758 $46
IBM International Business Machines Corporation Common Stock $284 0.19% 1204 $-7
GENI Genius Sports Limited Ordinary Shares $273 0.18% 35794 $119 上涨 ×1
UNP Union Pacific Corporation Common Stock $252 0.17% 860 $37 下跌 ×1
LLY Eli Lilly and Company Common Stock $250 0.17% 205 上涨 ×1
OTIS Otis Worldwide Corporation Common Stock $241 0.16% 3259 $-10
SPEM $239 0.16% 4573 $28 上涨 ×1
IJH $231 0.15% 2968 $24 下跌 ×1
TFC Truist Financial Corporation Common Stock $231 0.15% 4404 $29
ACN Accenture plc Class A Ordinary Shares (Ireland) $224 0.15% 1245 $-22
VTV $220 0.15% 975 上涨 ×1
BINC $211 0.14% 4065 上涨 ×1
VICI VICI Properties Inc. Common Stock $205 0.14% 7891 $2 上涨 ×1

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
未知发行人 (CUSIP: 30233Q108) $6535 40909 4.32%
UBER $697 9253 0.46%
INTC $353 3502 0.23%
LLY $250 205 0.17%
VTV $220 975 0.15%
BINC $211 4065 0.14%
V $205 572 0.14%
RSPH $202 5613 0.13%

季度涨幅榜

证券 操作 股份变动 价值变动
CSCO 削减 -655 +$2K
MSFT 增持 +117 +$2K
VGT 增持 +38K +$1K
AAPL 削减 -2K +$1K
HWM 削减 -231 +$683
GOOGL 削减 -23 +$576
AMZN 仅价格变动 +0 +$512
T 增持 +4K -$479
SCHD 削减 -572 +$468
SBUX 削减 -355 +$417

1 个持仓已隐藏（数据完整性检查）

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
XOM 2026年6月30日 41514 $7043 21.7%
VOO 2026年6月30日 1500 $896 不再跟踪
QQQ 2026年6月30日 845 $487
AVGO 2026年6月30日 1406 $435 -1.3%
KLAC 2026年6月30日 265 $390 -38.6%
COST 2026年6月30日 382 $380 0.8%
EPD 2026年6月30日 8542 $323 4.7%
SPG 2026年6月30日 1095 $204 -1.7%
SCHV 2026年6月30日 6584 $200 不再跟踪