PARK AVENUE SECURITIES LLC
NEW YORK NY · SEC CIK 0001071640
$128.01亿2026Q1 申报市值
1,517持仓数
31.2%前十大占比 · 第一大 6.0%
107 / 80新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EFG 加仓+$2.02亿
IVV 加仓+$1.83亿
BLCR 新建仓+$1.41亿
GOVT 加仓+$1.10亿
LMUB 新建仓+$5,529.80万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$3.08亿
ITA 减仓-$8,905.39万
IAU 减仓-$8,538.05万
DYNF 重新持有-$7,079.12万
IVE 减仓-$5,663.87万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $1,379.80万 | 0.11% | 93,169 | -27,541 | -22.8% | -$407.87万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,386.80万 | 0.11% | 307,356 | 57,465 | 23.0% | $259.28万 | 加仓 |
| C | CITIGROUP INC | $1,406.60万 | 0.11% | 124,025 | 13,880 | 12.6% | $157.42万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1,419.10万 | 0.11% | 568,086 | 55,171 | 10.8% | $137.82万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,422.00万 | 0.11% | 42,090 | 4,215 | 11.1% | $142.40万 | 加仓 |
| ESGE | ISHARES INC | $1,427.00万 | 0.11% | 313,840 | 28,981 | 10.2% | $131.77万 | 重新持有 |
| DISV | DIMENSIONAL ETF TRUST | $1,451.20万 | 0.11% | 367,941 | 30,963 | 9.2% | $122.12万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,488.00万 | 0.12% | 443,658 | 31,865 | 7.7% | $106.87万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,518.20万 | 0.12% | 158,604 | 17,689 | 12.6% | $169.32万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,521.40万 | 0.12% | 123,910 | 12,958 | 11.7% | $159.10万 | 加仓 |
| TJX | TJX COS INC NEW | $1,530.90万 | 0.12% | 95,858 | 1,898 | 2.0% | $30.31万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $1,538.60万 | 0.12% | 311,576 | 1,100 | 0.4% | $5.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,557.80万 | 0.12% | 249,454 | 20,003 | 8.7% | $124.92万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,561.70万 | 0.12% | 609,551 | -1,006,683 | -62.3% | -$2,579.17万 | 重新持有 |
| DGS | WISDOMTREE TR | $1,564.80万 | 0.12% | 260,365 | 10,497 | 4.2% | $63.09万 | 加仓 |
| HYG | ISHARES TR | $1,578.70万 | 0.12% | 198,425 | 22,842 | 13.0% | $181.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,589.60万 | 0.12% | 110,050 | -1,084 | -1.0% | -$15.66万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,600.40万 | 0.13% | 142,754 | 13,474 | 10.4% | $151.06万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,607.00万 | 0.13% | 257,946 | 24,757 | 10.6% | $154.24万 | 加仓 |
| T | AT&T INC | $1,614.10万 | 0.13% | 556,785 | 43,903 | 8.6% | $127.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,660.00万 | 0.13% | 233,375 | 19,457 | 9.1% | $138.40万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1,672.10万 | 0.13% | 635,767 | 20,841 | 3.4% | $54.81万 | 加仓 |
| IEF | ISHARES TR | $1,691.00万 | 0.13% | 177,179 | 56,657 | 47.0% | $540.74万 | 加仓 |
| MFEM | PIMCO EQUITY SER | $1,699.30万 | 0.13% | 679,168 | 4,303 | 0.6% | $10.77万 | 加仓 |
| USXF | ISHARES TR | $1,712.60万 | 0.13% | 310,256 | 4,766 | 1.6% | $26.31万 | 加仓 |
| SUSC | ISHARES TR | $1,716.30万 | 0.13% | 741,792 | 11,147 | 1.5% | $25.79万 | 加仓 |
| IVLU | ISHARES TR | $1,724.30万 | 0.13% | 434,542 | 69,249 | 19.0% | $274.79万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,729.80万 | 0.14% | 80,958 | 14,569 | 21.9% | $311.29万 | 重新持有 |
| HD | HOME DEPOT INC | $1,733.90万 | 0.14% | 52,721 | 1,741 | 3.4% | $57.26万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,754.00万 | 0.14% | 349,407 | 28,533 | 8.9% | $143.23万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,767.90万 | 0.14% | 616,859 | 14,572 | 2.4% | $41.76万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,815.70万 | 0.14% | 375,765 | -9,882 | -2.6% | -$47.75万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,832.60万 | 0.14% | 323,902 | 51,013 | 18.7% | $288.63万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,844.60万 | 0.14% | 383,902 | 29,624 | 8.4% | $142.34万 | 加仓 |
| IXUS | ISHARES TR | $1,858.80万 | 0.15% | 214,544 | 4,973 | 2.4% | $43.09万 | 加仓 |
| ITA | ISHARES TR | $1,861.70万 | 0.15% | 85,107 | -407,107 | -82.7% | -$8,905.39万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,910.80万 | 0.15% | 172,361 | 811 | 0.5% | $8.99万 | 加仓 |
| RTX | RTX CORPORATION | $1,950.70万 | 0.15% | 101,123 | 17,492 | 20.9% | $337.43万 | 加仓 |
| GLD | SPDR GOLD TR | $2,006.80万 | 0.16% | 46,639 | 418 | 0.9% | $17.99万 | 加仓 |
| DSI | ISHARES TR | $2,022.90万 | 0.16% | 166,917 | -9,272 | -5.3% | -$112.37万 | 减仓 |
| IWD | ISHARES TR | $2,048.60万 | 0.16% | 95,879 | 131 | 0.1% | $2.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,076.60万 | 0.16% | 61,448 | -6,156 | -9.1% | -$208.04万 | 减仓 |
| GE | GE AEROSPACE | $2,082.50万 | 0.16% | 73,385 | -1,020 | -1.4% | -$28.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,086.50万 | 0.16% | 142,317 | -8,901 | -5.9% | -$130.50万 | 减仓 |
| CAT | CATERPILLAR INC | $2,134.10万 | 0.17% | 30,124 | 4,336 | 16.8% | $307.18万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,175.60万 | 0.17% | 289,692 | 48,179 | 19.9% | $361.83万 | 加仓 |
| IJR | ISHARES TR | $2,199.50万 | 0.17% | 176,937 | 5,350 | 3.1% | $66.51万 | 加仓 |
| ABBV | ABBVIE INC | $2,258.70万 | 0.18% | 103,851 | -4,584 | -4.2% | -$99.70万 | 减仓 |
| SHYG | ISHARES TR | $2,302.60万 | 0.18% | 544,229 | -1,183 | -0.2% | -$5.01万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,317.60万 | 0.18% | 209,792 | 15,336 | 7.9% | $169.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,320.20万 | 0.18% | 60,517 | 10,519 | 21.0% | $403.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,369.50万 | 0.19% | 676,217 | 100,097 | 17.4% | $350.75万 | 加仓 |
| — | EXXON MOBIL CORP | $2,403.20万 | 0.19% | 141,647 | 8,803 | 6.6% | $149.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,404.70万 | 0.19% | 24,133 | 1,184 | 5.2% | $117.98万 | 加仓 |
| CSCO | CISCO SYS INC | $2,444.90万 | 0.19% | 315,101 | -3,997 | -1.3% | -$31.01万 | 减仓 |
| USMV | ISHARES TR | $2,475.50万 | 0.19% | 266,927 | -42,740 | -13.8% | -$396.37万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $2,513.00万 | 0.20% | 861,222 | -16,443 | -1.9% | -$47.98万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,545.90万 | 0.20% | 50,954 | 515 | 1.0% | $25.73万 | 加仓 |
| NFLX | NETFLIX INC. | $2,572.60万 | 0.20% | 267,560 | 19,995 | 8.1% | $192.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,574.80万 | 0.20% | 44,610 | 667 | 1.5% | $38.50万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,634.20万 | 0.21% | 634,134 | 82,073 | 14.9% | $340.93万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,653.90万 | 0.21% | 320,710 | 86,492 | 36.9% | $715.73万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,686.80万 | 0.21% | 139,997 | 117,989 | 536.1% | $2,264.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,719.80万 | 0.21% | 185,929 | -11,959 | -6.0% | -$174.94万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,724.90万 | 0.21% | 1,100,950 | -80,135 | -6.8% | -$198.34万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,772.80万 | 0.22% | 473,656 | 31,991 | 7.2% | $187.28万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,794.80万 | 0.22% | 304,972 | -46,666 | -13.3% | -$427.65万 | 重新持有 |
| XLSR | SSGA ACTIVE TR | $2,904.60万 | 0.23% | 503,048 | 16,543 | 3.4% | $95.52万 | 加仓 |
| ESGU | ISHARES TR | $2,908.00万 | 0.23% | 205,632 | -310 | -0.2% | -$4.38万 | 减仓 |
| IWB | ISHARES TR | $2,920.50万 | 0.23% | 81,907 | 2,014 | 2.5% | $71.81万 | 加仓 |
| LLY | ELI LILLY & CO | $2,945.60万 | 0.23% | 32,026 | 3,913 | 13.9% | $359.90万 | 加仓 |
| V | VISA INC | $2,977.70万 | 0.23% | 98,521 | -8,506 | -7.9% | -$257.09万 | 重新持有 |
| SPTB | SPDR SERIES TRUST | $2,983.10万 | 0.23% | 985,672 | 985,672 | — | $2,983.10万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $3,008.70万 | 0.24% | 123,087 | 13,046 | 11.9% | $318.89万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,029.60万 | 0.24% | 154,412 | 19,335 | 14.3% | $379.36万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $3,041.10万 | 0.24% | 433,587 | -38,084 | -8.1% | -$267.11万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,108.30万 | 0.24% | 366,373 | 26,571 | 7.8% | $225.43万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,112.50万 | 0.24% | 396,953 | 33,115 | 9.1% | $259.65万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,201.10万 | 0.25% | 945,379 | 44,937 | 5.0% | $152.16万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $3,238.00万 | 0.25% | 1,869,504 | -10,034 | -0.5% | -$17.38万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $3,273.70万 | 0.26% | 414,084 | -4,554 | -1.1% | -$36.00万 | 减仓 |
| EMLC | VANECK ETF TRUST | $3,280.50万 | 0.26% | 1,306,467 | 272,214 | 26.3% | $683.52万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,296.70万 | 0.26% | 425,109 | 43,778 | 11.5% | $339.50万 | 加仓 |
| LQD | ISHARES TR | $3,314.40万 | 0.26% | 304,105 | -122,223 | -28.7% | -$1,332.09万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $3,321.30万 | 0.26% | 708,008 | 27,600 | 4.1% | $129.47万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,497.40万 | 0.27% | 169,037 | 16,980 | 11.2% | $351.32万 | 加仓 |
| WMT | WALMART INC | $3,560.10万 | 0.28% | 286,460 | 6,504 | 2.3% | $80.83万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3,665.00万 | 0.29% | 226,615 | -12,220 | -5.1% | -$197.63万 | 减仓 |
| ACWX | ISHARES TR | $3,670.10万 | 0.29% | 536,012 | 247,888 | 86.0% | $1,697.30万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,681.00万 | 0.29% | 76,815 | 4,869 | 6.8% | $233.32万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $3,685.40万 | 0.29% | 769,712 | -5,340 | -0.7% | -$25.57万 | 减仓 |
| IEFA | ISHARES TR | $3,983.00万 | 0.31% | 439,963 | 87,816 | 24.9% | $795.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,055.30万 | 0.32% | 67,871 | 12,980 | 23.6% | $775.56万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $4,108.40万 | 0.32% | 1,275,107 | 73,551 | 6.1% | $236.98万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $4,126.20万 | 0.32% | 835,764 | -46,530 | -5.3% | -$229.72万 | 减仓 |
| TSLA | TESLA INC | $4,531.80万 | 0.35% | 121,906 | 11,175 | 10.1% | $415.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,706.30万 | 0.37% | 159,990 | 1,288 | 0.8% | $37.89万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,783.00万 | 0.37% | 478,967 | -13,855 | -2.8% | -$138.36万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,890.60万 | 0.38% | 606,919 | 34,750 | 6.1% | $280.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,042.30万 | 0.39% | 379,403 | 223,507 | 143.4% | $2,970.43万 | 重新持有 |