Janney Montgomery Scott LLC
PHILADELPHIA PA · SEC CIK 0001329948
$403.98亿2026Q1 申报市值
2,740持仓数
17.4%前十大占比 · 第一大 3.0%
186 / 118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+$1.11亿
GOVT 加仓+$9,683.27万
IVV 加仓+$8,863.74万
IEFA 加仓+$7,662.34万
BLCR 新建仓+$7,334.40万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1.67亿
VPL 减仓-$1.02亿
EEMA 减仓-$9,435.89万
IAU 减仓-$4,354.14万
DYNF 减仓-$3,307.09万
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERN EXPRESS CO | $7,094.00万 | 0.18% | 234,529 | 4,351 | 1.9% | $131.61万 | 加仓 |
| EFA | ISHS MSCI EAFE ETF | $7,104.60万 | 0.18% | 731,453 | 4,734 | 0.7% | $45.98万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $7,149.00万 | 0.18% | 264,200 | 49,092 | 22.8% | $1,328.38万 | 加仓 |
| IAGG | ISHS INTL AGGREG BD ETF | $7,284.30万 | 0.18% | 1,455,696 | 158,360 | 12.2% | $792.43万 | 加仓 |
| LOW | LOWES COMPANIES INC | $7,302.20万 | 0.18% | 309,046 | 6,832 | 2.3% | $161.43万 | 加仓 |
| ASML | ASML HLDG NV NYRS NEW | $7,331.70万 | 0.18% | 55,508 | 3,926 | 7.6% | $518.56万 | 加仓 |
| BLCR | ISHS LGCP CORE ACTV ETF | $7,334.40万 | 0.18% | 1,786,263 | 1,786,263 | — | $7,334.40万 | 新建仓 |
| VTI | VNGRD TTL STK MKT ETF | $7,404.70万 | 0.18% | 230,812 | 9,882 | 4.5% | $317.03万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $7,489.20万 | 0.19% | 83,656 | 7,022 | 9.2% | $628.64万 | 加仓 |
| LRCX | LAM RESEARCH CORP NEW | $7,538.40万 | 0.19% | 352,821 | -2,690 | -0.8% | -$57.47万 | 减仓 |
| XLE | ST STR ENGY SEL SCTR ETF | $7,554.20万 | 0.19% | 1,233,145 | 317,910 | 34.7% | $1,947.50万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $7,653.10万 | 0.19% | 223,912 | -4,150 | -1.8% | -$141.84万 | 减仓 |
| IAU | ISHS GOLD TRUST ETF | $7,709.60万 | 0.19% | 874,505 | -493,893 | -36.1% | -$4,354.14万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $7,711.70万 | 0.19% | 127,595 | -2,879 | -2.2% | -$174.00万 | 减仓 |
| QCOM | QUALCOMM INC | $7,752.40万 | 0.19% | 601,987 | -84,630 | -12.3% | -$1,089.87万 | 减仓 |
| CMCSA | COMCAST CORP A NEW | $7,814.30万 | 0.19% | 2,721,809 | 180,157 | 7.1% | $517.23万 | 加仓 |
| VPL | VNGRD FTSE PACIFIC ETF | $7,827.60万 | 0.19% | 800,944 | -1,039,371 | -56.5% | -$1.02亿 | 减仓 |
| C | CITIGROUP INC NEW | $7,900.00万 | 0.20% | 696,586 | 211,432 | 43.6% | $2,397.86万 | 加仓 |
| APD | AIR PDTS CHEMICALS INC | $8,053.00万 | 0.20% | 277,219 | 65,593 | 31.0% | $1,905.43万 | 加仓 |
| AGG | ISHS CORE US AGGR BD ETF | $8,214.60万 | 0.20% | 827,495 | 77,025 | 10.3% | $764.63万 | 加仓 |
| BSV | VNGRD SHORT TERM BD ETF | $8,215.20万 | 0.20% | 1,047,720 | 103,470 | 11.0% | $811.31万 | 加仓 |
| GLW | CORNING INC | $8,263.80万 | 0.20% | 607,765 | 149,227 | 32.5% | $2,029.04万 | 加仓 |
| SDY | ST STR SPDR SP DIV ETF | $8,356.50万 | 0.21% | 572,599 | -32,571 | -5.4% | -$475.34万 | 减仓 |
| — | HONEYWELL INTL INC | $8,495.10万 | 0.21% | 375,841 | 81,917 | 27.9% | $1,851.56万 | 加仓 |
| TGT | TARGET CORP | $8,517.60万 | 0.21% | 702,774 | 6,464 | 0.9% | $78.34万 | 加仓 |
| GEV | GE VERNOVA LLC | $8,580.30万 | 0.21% | 98,296 | 10,623 | 12.1% | $927.29万 | 加仓 |
| BX | BLACKSTONE INC A | $8,743.00万 | 0.22% | 760,325 | 98,677 | 14.9% | $1,134.69万 | 加仓 |
| PWR | QUANTA SERVICES INC | $8,893.10万 | 0.22% | 161,981 | 20,974 | 14.9% | $1,151.52万 | 加仓 |
| IWR | ISHS RUSS MDCP ETF | $8,909.60万 | 0.22% | 916,341 | -130,227 | -12.4% | -$1,266.20万 | 减仓 |
| BNDX | VNGRD TTL INTL BD ETF | $9,411.50万 | 0.23% | 1,958,691 | 141,176 | 7.8% | $678.35万 | 加仓 |
| IWM | ISHS RUSS 2000 ETF | $9,443.10万 | 0.23% | 380,770 | 92,434 | 32.1% | $2,292.36万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $9,537.90万 | 0.24% | 727,974 | 69,588 | 10.6% | $911.74万 | 加仓 |
| BAC | BANK AMERICA CORP | $9,584.00万 | 0.24% | 1,965,940 | 236,216 | 13.7% | $1,151.56万 | 加仓 |
| VZ | VERIZON COMMNS INC | $9,707.20万 | 0.24% | 1,933,697 | 172,631 | 9.8% | $866.61万 | 加仓 |
| THRO | ISHS US THEMTC ROTN ETF | $9,925.40万 | 0.25% | 2,740,311 | 207,223 | 8.2% | $750.56万 | 加仓 |
| VCIT | VNGRD INTRM CORP BD ETF | $1.01亿 | 0.25% | 1,215,856 | -65,439 | -5.1% | -$541.51万 | 减仓 |
| BLK | BLACKROCK FDG INC | $1.02亿 | 0.25% | 105,806 | 6,447 | 6.5% | $620.02万 | 加仓 |
| CB | CHUBB LTD | $1.03亿 | 0.25% | 315,893 | 5,225 | 1.7% | $170.30万 | 加仓 |
| RDVY | FT RISING DIV ACHIEV ETF | $1.06亿 | 0.26% | 1,548,817 | 45,589 | 3.0% | $311.28万 | 加仓 |
| TSLA | TESLA INC | $1.09亿 | 0.27% | 292,524 | -28,379 | -8.8% | -$1,054.99万 | 减仓 |
| CGCP | CAP GRP F/COR PL INC ETF | $1.10亿 | 0.27% | 4,915,821 | 520,461 | 11.8% | $1,162.71万 | 加仓 |
| IBB | ISHS BIOTECH ETF | $1.10亿 | 0.27% | 652,818 | 33,268 | 5.4% | $561.73万 | 加仓 |
| VO | VNGRD MID CAP ETF | $1.10亿 | 0.27% | 384,681 | -22,793 | -5.6% | -$654.57万 | 减仓 |
| JIRE | JPM INTL RESH ENH EQ ETF | $1.12亿 | 0.28% | 1,483,867 | -293,203 | -16.5% | -$2,220.72万 | 减仓 |
| VWO | VNGRD FTSE EMG MKTS ETF | $1.13亿 | 0.28% | 2,087,799 | 347,400 | 20.0% | $1,877.70万 | 加仓 |
| JBND | JPM ACTIVE BOND ETF | $1.17亿 | 0.29% | 2,169,628 | 115,539 | 5.6% | $621.25万 | 加仓 |
| IGM | ISHS EXP TECH SECTOR ETF | $1.18亿 | 0.29% | 998,105 | -37,725 | -3.6% | -$447.08万 | 减仓 |
| GLD | SPDR GOLD TRUST GOLD ETF | $1.19亿 | 0.29% | 276,294 | 70,977 | 34.6% | $3,054.08万 | 加仓 |
| NFLX | NETFLIX INC | $1.20亿 | 0.30% | 1,251,100 | -15,601 | -1.2% | -$150.00万 | 减仓 |
| KO | COCA COLA COMPANY | $1.21亿 | 0.30% | 1,594,231 | 36,151 | 2.3% | $274.93万 | 加仓 |
| HDV | ISHS CORE HIGH DIV ETF | $1.21亿 | 0.30% | 893,886 | 63,458 | 7.6% | $861.25万 | 加仓 |
| TLT | ISHS 20 TRSY BD ETF | $1.23亿 | 0.30% | 1,413,633 | -56,674 | -3.9% | -$491.31万 | 减仓 |
| BAI | ISHS AI INNOV TECH ETF | $1.23亿 | 0.30% | 3,721,827 | 456,830 | 14.0% | $1,505.25万 | 加仓 |
| IEF | ISHS 710Y TRSY ETF | $1.23亿 | 0.30% | 1,288,790 | 174,811 | 15.7% | $1,668.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $1.24亿 | 0.31% | 1,427,162 | 162,968 | 12.9% | $1,412.12万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.25亿 | 0.31% | 600,866 | 11,498 | 2.0% | $239.26万 | 加仓 |
| VIG | VNGRD DIV APPRC IDX ETF | $1.26亿 | 0.31% | 585,802 | 1,000 | 0.2% | $21.51万 | 加仓 |
| EFG | ISHS MSCI EAFE GRW ETF | $1.27亿 | 0.31% | 1,140,998 | 996,633 | 690.4% | $1.11亿 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $1.30亿 | 0.32% | 130,438 | -2,987 | -2.2% | -$297.63万 | 减仓 |
| IXUS | ISHS CORE TTL INTL ETF | $1.30亿 | 0.32% | 1,502,702 | -78,426 | -5.0% | -$679.48万 | 减仓 |
| MA | MASTERCARD INC A | $1.31亿 | 0.32% | 262,005 | -38,825 | -12.9% | -$1,939.94万 | 减仓 |
| JGRO | JPM ACTIVE GRWTH ETF | $1.32亿 | 0.33% | 1,558,376 | -32,241 | -2.0% | -$272.50万 | 减仓 |
| MBB | ISHS MBS ETF | $1.39亿 | 0.34% | 1,460,265 | 111,462 | 8.3% | $1,058.33万 | 加仓 |
| CGDV | CAP GRP DIV VALUE ETF | $1.40亿 | 0.35% | 3,280,394 | 351,973 | 12.0% | $1,497.29万 | 加仓 |
| MCD | MCDONALDS CORP | $1.41亿 | 0.35% | 453,280 | 75,478 | 20.0% | $2,345.78万 | 加仓 |
| TSM | TAIWAN SEMICON MFG CO | $1.43亿 | 0.35% | 423,935 | 40,806 | 10.7% | $1,379.04万 | 加仓 |
| MTUM | ISHS USA MOMNTM FCTR ETF | $1.44亿 | 0.36% | 601,408 | 28,887 | 5.0% | $693.26万 | 加仓 |
| AMGN | AMGEN INC | $1.46亿 | 0.36% | 416,010 | -15,043 | -3.5% | -$529.29万 | 减仓 |
| RTX | RTX CORP | $1.48亿 | 0.37% | 768,284 | -6,554 | -0.8% | -$126.43万 | 减仓 |
| TLH | ISHS 1020 TRSRY ETF | $1.50亿 | 0.37% | 1,491,747 | 131,350 | 9.7% | $1,322.96万 | 加仓 |
| GOVT | ISHS U S TREAS ETF | $1.51亿 | 0.37% | 6,588,546 | 4,226,644 | 179.0% | $9,683.27万 | 加仓 |
| XLU | ST STR UTIL SEL SPDR ETF | $1.57亿 | 0.39% | 3,431,828 | 408,986 | 13.5% | $1,876.84万 | 加仓 |
| JEPI | JPM EQTY PREM INCM ETF | $1.59亿 | 0.39% | 2,800,288 | 107,684 | 4.0% | $610.35万 | 加仓 |
| RSP | INV SP500 EQL WGHT ETF | $1.59亿 | 0.39% | 830,928 | 135,061 | 19.4% | $2,592.10万 | 加仓 |
| VONV | VNGRD RUS1000 VL IN ETF | $1.61亿 | 0.40% | 1,718,133 | 60,226 | 3.6% | $564.56万 | 加仓 |
| PG | PROCTER GAMBLE CO | $1.62亿 | 0.40% | 1,122,903 | 76,272 | 7.3% | $1,101.67万 | 加仓 |
| QUAL | ISHS MSCI USA QLTY ETF | $1.66亿 | 0.41% | 865,213 | 18,526 | 2.2% | $355.35万 | 加仓 |
| IBM | INTL BUSINESS MACHS CORP | $1.67亿 | 0.41% | 688,918 | 120,370 | 21.2% | $2,917.65万 | 加仓 |
| JCPB | JPM CORE PLUS BOND ETF | $1.68亿 | 0.42% | 3,568,823 | 769,266 | 27.5% | $3,621.70万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $1.69亿 | 0.42% | 2,181,466 | 257,927 | 13.4% | $2,001.26万 | 加仓 |
| HD | HOME DEPOT INC | $1.74亿 | 0.43% | 529,032 | 77,491 | 17.2% | $2,548.60万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.86亿 | 0.46% | 2,002,772 | 418,948 | 26.5% | $3,891.20万 | 加仓 |
| VGT | VNGRD INFO TECH ETF | $1.95亿 | 0.48% | 280,153 | 2,938 | 1.1% | $204.99万 | 加仓 |
| VONG | VNGRD RUS1000 GRW IN ETF | $1.98亿 | 0.49% | 1,803,853 | 220,766 | 13.9% | $2,421.59万 | 加仓 |
| IJR | ISHS CORE SP SMCP ETF | $2.00亿 | 0.49% | 1,604,971 | 48,975 | 3.1% | $608.81万 | 加仓 |
| EFV | ISHS MSCI EAFE VAL ETF | $2.01亿 | 0.50% | 2,699,024 | -2,142 | -0.1% | -$15.93万 | 减仓 |
| MRK | MERCK COMPANY INC | $2.02亿 | 0.50% | 1,679,664 | -132,888 | -7.3% | -$1,598.51万 | 减仓 |
| CAT | CATERPILLAR INC | $2.05亿 | 0.51% | 289,401 | 42,850 | 17.4% | $3,035.75万 | 加仓 |
| IEFA | ISHS CORE MSCI EAFE ETF | $2.14亿 | 0.53% | 2,365,635 | 846,387 | 55.7% | $7,662.34万 | 加仓 |
| IEI | ISHS 37Y TRSY BD ETF | $2.19亿 | 0.54% | 1,844,787 | -41,130 | -2.2% | -$487.80万 | 减仓 |
| VEA | VNGRD FTSE DEV MKTS ETF | $2.22亿 | 0.55% | 3,460,078 | -119,053 | -3.3% | -$762.89万 | 减仓 |
| VOO | VNGRD SP 500 ETF | $2.31亿 | 0.57% | 386,585 | -9,197 | -2.3% | -$549.57万 | 减仓 |
| DYNF | ISHS US EQ FCTR ROTN ETF | $2.45亿 | 0.61% | 4,219,236 | -568,424 | -11.9% | -$3,307.09万 | 减仓 |
| V | VISA INC CL A | $2.50亿 | 0.62% | 827,943 | 33,025 | 4.2% | $998.15万 | 加仓 |
| IEMG | ISHS CORE MSCI E/MKT ETF | $2.52亿 | 0.62% | 3,605,987 | -295,283 | -7.6% | -$2,059.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC B | $2.53亿 | 0.63% | 528,679 | 31,477 | 6.3% | $1,508.38万 | 加仓 |
| XLP | ST STR CONS STAPLES ETF | $2.57亿 | 0.64% | 3,138,094 | 125,751 | 4.2% | $1,030.91万 | 加仓 |
| CVX | CHEVRON CORP | $2.59亿 | 0.64% | 1,251,102 | 79,439 | 6.8% | $1,643.59万 | 加仓 |
| — | EXXON MOBIL CORP | $2.61亿 | 0.65% | 1,539,743 | -67,822 | -4.2% | -$1,150.67万 | 减仓 |
| LLY | ELI LILLY CO | $2.62亿 | 0.65% | 285,246 | 13,567 | 5.0% | $1,247.85万 | 加仓 |