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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $5,152.40万 | 0.40% | 584,437 | -968,472 | -62.4% | -$8,538.05万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $5,375.80万 | 0.42% | 2,180,866 | 58,573 | 2.8% | $144.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,499.60万 | 0.43% | 858,247 | 26,404 | 3.2% | $169.20万 | 加仓 |
| LMUB | ISHARES TR | $5,529.80万 | 0.43% | 1,107,507 | 1,107,507 | — | $5,529.80万 | 新建仓 |
| META | META PLATFORMS INC | $5,700.50万 | 0.45% | 99,637 | 11,337 | 12.8% | $648.62万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,725.80万 | 0.45% | 710,310 | -6,145 | -0.9% | -$49.53万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $5,858.00万 | 0.46% | 1,739,833 | 52,321 | 3.1% | $176.16万 | 加仓 |
| AVGO | BROADCOM INC | $6,145.30万 | 0.48% | 198,549 | 20,973 | 11.8% | $649.14万 | 加仓 |
| AGG | ISHARES TR | $6,567.10万 | 0.51% | 661,534 | 23,302 | 3.7% | $231.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,866.60万 | 0.54% | 214,039 | 3,464 | 1.6% | $111.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,441.80万 | 0.58% | 346,034 | 9,598 | 2.9% | $206.41万 | 加仓 |
| VB | VANGUARD INDEX FDS | $7,553.70万 | 0.59% | 288,401 | 9,436 | 3.4% | $247.14万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $8,148.80万 | 0.64% | 1,785,054 | 53,084 | 3.1% | $242.33万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $8,431.50万 | 0.66% | 1,623,636 | -161,903 | -9.1% | -$840.76万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $8,500.70万 | 0.66% | 1,110,623 | 92,201 | 9.1% | $705.71万 | 加仓 |
| GOOGL | ALPHABET INC | $8,856.30万 | 0.69% | 307,982 | 16,777 | 5.8% | $482.44万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $8,968.70万 | 0.70% | 806,679 | 78,914 | 10.8% | $877.37万 | 加仓 |
| AMZN | AMAZON COM INC | $9,044.50万 | 0.71% | 434,269 | 27,578 | 6.8% | $574.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,115.00万 | 0.71% | 2,479,611 | 193,890 | 8.5% | $712.74万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $9,244.00万 | 0.72% | 3,802,542 | 308,902 | 8.8% | $750.94万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,943.20万 | 0.78% | 3,413,376 | -233,241 | -6.4% | -$679.43万 | 减仓 |
| IAGG | ISHARES TR | $9,964.00万 | 0.78% | 1,991,200 | 183,012 | 10.1% | $915.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.08亿 | 0.84% | 290,735 | 11,643 | 4.2% | $430.99万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.12亿 | 0.88% | 517,535 | 45,647 | 9.7% | $991.68万 | 重新持有 |
| MUB | ISHARES TR | $1.15亿 | 0.90% | 1,079,334 | 68,319 | 6.8% | $725.20万 | 重新持有 |
| MBB | ISHARES TR | $1.26亿 | 0.99% | 1,330,985 | 7,354 | 0.6% | $69.83万 | 加仓 |
| GOVT | ISHARES TR | $1.36亿 | 1.06% | 5,921,573 | 4,793,860 | 425.1% | $1.10亿 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1.41亿 | 1.10% | 3,433,223 | 3,433,223 | — | $1.41亿 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1.50亿 | 1.17% | 3,851,225 | 275,434 | 7.7% | $1,070.34万 | 加仓 |
| AAPL | APPLE INC | $1.53亿 | 1.19% | 602,628 | 48,451 | 8.7% | $1,229.64万 | 加仓 |
| TLH | ISHARES TR | $1.73亿 | 1.35% | 1,718,413 | -109,062 | -6.0% | -$1,098.48万 | 减仓 |
| MTUM | ISHARES TR | $1.73亿 | 1.35% | 722,484 | 11,461 | 1.6% | $275.05万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1.79亿 | 1.40% | 4,942,233 | 249,004 | 5.3% | $901.89万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $1.91亿 | 1.49% | 1,094,388 | 73,821 | 7.2% | $1,287.44万 | 重新持有 |
| BAI | BLACKROCK ETF TRUST | $2.06亿 | 1.61% | 6,238,515 | 505,503 | 8.8% | $1,665.63万 | 加仓 |
| QUAL | ISHARES TR | $2.11亿 | 1.65% | 1,101,752 | 16,599 | 1.5% | $318.39万 | 加仓 |
| EFG | ISHARES TR | $2.28亿 | 1.78% | 2,048,874 | 1,816,260 | 780.8% | $2.02亿 | 加仓 |
| IEMG | ISHARES INC | $4.02亿 | 3.14% | 5,758,444 | -558,602 | -8.8% | -$3,896.24万 | 减仓 |
| IUSB | ISHARES TR | $4.14亿 | 3.23% | 8,956,773 | 352,950 | 4.1% | $1,630.27万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4.34亿 | 3.39% | 7,465,321 | -1,216,763 | -14.0% | -$7,079.12万 | 重新持有 |
| EFV | ISHARES TR | $4.36亿 | 3.41% | 5,862,784 | -45,428 | -0.8% | -$337.76万 | 减仓 |
| IVW | ISHARES TR | $4.36亿 | 3.41% | 3,856,562 | 224,980 | 6.2% | $2,544.75万 | 加仓 |
| IVE | ISHARES TR | $4.64亿 | 3.63% | 2,199,311 | -268,239 | -10.9% | -$5,663.87万 | 减仓 |
| IVV | ISHARES TR | $7.68亿 | 6.00% | 1,175,199 | 279,786 | 31.2% | $1.83亿 | 加仓 |