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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7.68亿 | 6.00% | 1,175,199 | 279,786 | 31.2% | $1.83亿 | 加仓 |
| IVE | ISHARES TR | $4.64亿 | 3.63% | 2,199,311 | -268,239 | -10.9% | -$5,663.87万 | 减仓 |
| IVW | ISHARES TR | $4.36亿 | 3.41% | 3,856,562 | 224,980 | 6.2% | $2,544.75万 | 加仓 |
| EFV | ISHARES TR | $4.36亿 | 3.41% | 5,862,784 | -45,428 | -0.8% | -$337.76万 | 减仓 |
| 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 |
| IUSB | ISHARES TR | $4.14亿 | 3.23% | 8,956,773 | 352,950 | 4.1% | $1,630.27万 | 加仓 |
| IEMG | ISHARES INC | $4.02亿 | 3.14% | 5,758,444 | -558,602 | -8.8% | -$3,896.24万 | 减仓 |
| EFG | ISHARES TR | $2.28亿 | 1.78% | 2,048,874 | 1,816,260 | 780.8% | $2.02亿 | 加仓 |
| QUAL | ISHARES TR | $2.11亿 | 1.65% | 1,101,752 | 16,599 | 1.5% | $318.39万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2.06亿 | 1.61% | 6,238,515 | 505,503 | 8.8% | $1,665.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.91亿 | 1.49% | 1,094,388 | 73,821 | 7.2% | $1,287.44万 | 重新持有 |
| THRO | BLACKROCK ETF TRUST | $1.79亿 | 1.40% | 4,942,233 | 249,004 | 5.3% | $901.89万 | 重新持有 |
| MTUM | ISHARES TR | $1.73亿 | 1.35% | 722,484 | 11,461 | 1.6% | $275.05万 | 加仓 |
| TLH | ISHARES TR | $1.73亿 | 1.35% | 1,718,413 | -109,062 | -6.0% | -$1,098.48万 | 减仓 |
| AAPL | APPLE INC | $1.53亿 | 1.19% | 602,628 | 48,451 | 8.7% | $1,229.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.50亿 | 1.17% | 3,851,225 | 275,434 | 7.7% | $1,070.34万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1.41亿 | 1.10% | 3,433,223 | 3,433,223 | — | $1.41亿 | 新建仓 |
| GOVT | ISHARES TR | $1.36亿 | 1.06% | 5,921,573 | 4,793,860 | 425.1% | $1.10亿 | 加仓 |
| MBB | ISHARES TR | $1.26亿 | 0.99% | 1,330,985 | 7,354 | 0.6% | $69.83万 | 加仓 |
| MUB | ISHARES TR | $1.15亿 | 0.90% | 1,079,334 | 68,319 | 6.8% | $725.20万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $1.12亿 | 0.88% | 517,535 | 45,647 | 9.7% | $991.68万 | 重新持有 |
| MSFT | MICROSOFT CORP | $1.08亿 | 0.84% | 290,735 | 11,643 | 4.2% | $430.99万 | 加仓 |
| IAGG | ISHARES TR | $9,964.00万 | 0.78% | 1,991,200 | 183,012 | 10.1% | $915.80万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,943.20万 | 0.78% | 3,413,376 | -233,241 | -6.4% | -$679.43万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $9,244.00万 | 0.72% | 3,802,542 | 308,902 | 8.8% | $750.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,115.00万 | 0.71% | 2,479,611 | 193,890 | 8.5% | $712.74万 | 加仓 |
| AMZN | AMAZON COM INC | $9,044.50万 | 0.71% | 434,269 | 27,578 | 6.8% | $574.37万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $8,968.70万 | 0.70% | 806,679 | 78,914 | 10.8% | $877.37万 | 加仓 |
| GOOGL | ALPHABET INC | $8,856.30万 | 0.69% | 307,982 | 16,777 | 5.8% | $482.44万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,500.70万 | 0.66% | 1,110,623 | 92,201 | 9.1% | $705.71万 | 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 |
| SPDW | SPDR INDEX SHS FDS | $8,148.80万 | 0.64% | 1,785,054 | 53,084 | 3.1% | $242.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $7,553.70万 | 0.59% | 288,401 | 9,436 | 3.4% | $247.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $7,441.80万 | 0.58% | 346,034 | 9,598 | 2.9% | $206.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,866.60万 | 0.54% | 214,039 | 3,464 | 1.6% | $111.13万 | 加仓 |
| AGG | ISHARES TR | $6,567.10万 | 0.51% | 661,534 | 23,302 | 3.7% | $231.32万 | 加仓 |
| AVGO | BROADCOM INC | $6,145.30万 | 0.48% | 198,549 | 20,973 | 11.8% | $649.14万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $5,858.00万 | 0.46% | 1,739,833 | 52,321 | 3.1% | $176.16万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,725.80万 | 0.45% | 710,310 | -6,145 | -0.9% | -$49.53万 | 减仓 |
| META | META PLATFORMS INC | $5,700.50万 | 0.45% | 99,637 | 11,337 | 12.8% | $648.62万 | 加仓 |
| LMUB | ISHARES TR | $5,529.80万 | 0.43% | 1,107,507 | 1,107,507 | — | $5,529.80万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,499.60万 | 0.43% | 858,247 | 26,404 | 3.2% | $169.20万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $5,375.80万 | 0.42% | 2,180,866 | 58,573 | 2.8% | $144.38万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,152.40万 | 0.40% | 584,437 | -968,472 | -62.4% | -$8,538.05万 | 减仓 |
| 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 |
| AVEM | AMERICAN CENTY ETF TR | $4,890.60万 | 0.38% | 606,919 | 34,750 | 6.1% | $280.02万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,783.00万 | 0.37% | 478,967 | -13,855 | -2.8% | -$138.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,706.30万 | 0.37% | 159,990 | 1,288 | 0.8% | $37.89万 | 加仓 |
| TSLA | TESLA INC | $4,531.80万 | 0.35% | 121,906 | 11,175 | 10.1% | $415.43万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $4,126.20万 | 0.32% | 835,764 | -46,530 | -5.3% | -$229.72万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $4,108.40万 | 0.32% | 1,275,107 | 73,551 | 6.1% | $236.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,055.30万 | 0.32% | 67,871 | 12,980 | 23.6% | $775.56万 | 加仓 |
| IEFA | ISHARES TR | $3,983.00万 | 0.31% | 439,963 | 87,816 | 24.9% | $795.00万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $3,685.40万 | 0.29% | 769,712 | -5,340 | -0.7% | -$25.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,681.00万 | 0.29% | 76,815 | 4,869 | 6.8% | $233.32万 | 加仓 |
| ACWX | ISHARES TR | $3,670.10万 | 0.29% | 536,012 | 247,888 | 86.0% | $1,697.30万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3,665.00万 | 0.29% | 226,615 | -12,220 | -5.1% | -$197.63万 | 减仓 |
| WMT | WALMART INC | $3,560.10万 | 0.28% | 286,460 | 6,504 | 2.3% | $80.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,497.40万 | 0.27% | 169,037 | 16,980 | 11.2% | $351.32万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $3,321.30万 | 0.26% | 708,008 | 27,600 | 4.1% | $129.47万 | 加仓 |
| LQD | ISHARES TR | $3,314.40万 | 0.26% | 304,105 | -122,223 | -28.7% | -$1,332.09万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,296.70万 | 0.26% | 425,109 | 43,778 | 11.5% | $339.50万 | 加仓 |
| EMLC | VANECK ETF TRUST | $3,280.50万 | 0.26% | 1,306,467 | 272,214 | 26.3% | $683.52万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3,273.70万 | 0.26% | 414,084 | -4,554 | -1.1% | -$36.00万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $3,238.00万 | 0.25% | 1,869,504 | -10,034 | -0.5% | -$17.38万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,201.10万 | 0.25% | 945,379 | 44,937 | 5.0% | $152.16万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,112.50万 | 0.24% | 396,953 | 33,115 | 9.1% | $259.65万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,108.30万 | 0.24% | 366,373 | 26,571 | 7.8% | $225.43万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $3,041.10万 | 0.24% | 433,587 | -38,084 | -8.1% | -$267.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,029.60万 | 0.24% | 154,412 | 19,335 | 14.3% | $379.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,008.70万 | 0.24% | 123,087 | 13,046 | 11.9% | $318.89万 | 加仓 |
| SPTB | SPDR SERIES TRUST | $2,983.10万 | 0.23% | 985,672 | 985,672 | — | $2,983.10万 | 新建仓 |
| V | VISA INC | $2,977.70万 | 0.23% | 98,521 | -8,506 | -7.9% | -$257.09万 | 重新持有 |
| LLY | ELI LILLY & CO | $2,945.60万 | 0.23% | 32,026 | 3,913 | 13.9% | $359.90万 | 加仓 |
| IWB | ISHARES TR | $2,920.50万 | 0.23% | 81,907 | 2,014 | 2.5% | $71.81万 | 加仓 |
| ESGU | ISHARES TR | $2,908.00万 | 0.23% | 205,632 | -310 | -0.2% | -$4.38万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $2,904.60万 | 0.23% | 503,048 | 16,543 | 3.4% | $95.52万 | 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 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,772.80万 | 0.22% | 473,656 | 31,991 | 7.2% | $187.28万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,724.90万 | 0.21% | 1,100,950 | -80,135 | -6.8% | -$198.34万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,719.80万 | 0.21% | 185,929 | -11,959 | -6.0% | -$174.94万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,686.80万 | 0.21% | 139,997 | 117,989 | 536.1% | $2,264.43万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,653.90万 | 0.21% | 320,710 | 86,492 | 36.9% | $715.73万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,634.20万 | 0.21% | 634,134 | 82,073 | 14.9% | $340.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,574.80万 | 0.20% | 44,610 | 667 | 1.5% | $38.50万 | 加仓 |
| NFLX | NETFLIX INC. | $2,572.60万 | 0.20% | 267,560 | 19,995 | 8.1% | $192.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,545.90万 | 0.20% | 50,954 | 515 | 1.0% | $25.73万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,513.00万 | 0.20% | 861,222 | -16,443 | -1.9% | -$47.98万 | 减仓 |
| USMV | ISHARES TR | $2,475.50万 | 0.19% | 266,927 | -42,740 | -13.8% | -$396.37万 | 减仓 |
| CSCO | CISCO SYS INC | $2,444.90万 | 0.19% | 315,101 | -3,997 | -1.3% | -$31.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,404.70万 | 0.19% | 24,133 | 1,184 | 5.2% | $117.98万 | 加仓 |
| — | EXXON MOBIL CORP | $2,403.20万 | 0.19% | 141,647 | 8,803 | 6.6% | $149.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,369.50万 | 0.19% | 676,217 | 100,097 | 17.4% | $350.75万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,320.20万 | 0.18% | 60,517 | 10,519 | 21.0% | $403.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,317.60万 | 0.18% | 209,792 | 15,336 | 7.9% | $169.42万 | 加仓 |
| SHYG | ISHARES TR | $2,302.60万 | 0.18% | 544,229 | -1,183 | -0.2% | -$5.01万 | 减仓 |
| ABBV | ABBVIE INC | $2,258.70万 | 0.18% | 103,851 | -4,584 | -4.2% | -$99.70万 | 减仓 |
| IJR | ISHARES TR | $2,199.50万 | 0.17% | 176,937 | 5,350 | 3.1% | $66.51万 | 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 |
| CAT | CATERPILLAR INC | $2,134.10万 | 0.17% | 30,124 | 4,336 | 16.8% | $307.18万 | 加仓 |