13F 机构持仓

AdvisorNet Financial, Inc

MINNETONKA MN · SEC CIK 0001409362

2026Q22026Q1 更早 9 个季度 🔒
$19.32亿2026Q1 申报市值
2,262持仓数
20.9%前十大占比 · 第一大 4.8%
143 / 121新建仓 / 清仓
申报市值走势$21.90亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 4.8%
DFAU 2.5%
DFIC 2.1%
JPST 2.1%
AGG 1.7%
CGXU 1.7%
VEA 1.6%
AAPL 1.6%
DIMENSIONAL U. 1.4%
PVAL 1.4%

2026Q1 买入最多 按季末市值估算

CGCB 加仓+$1,615.11万
CGCV 加仓+$908.29万
JBND 加仓+$679.02万
CGBL 加仓+$670.77万
DFAU 加仓+$624.87万

2026Q1 卖出最多 按季末市值估算

BND 减仓-$834.96万
EXXON MOBIL CORP 减仓-$591.74万
JEPQ 减仓-$221.94万
AZN 清仓-$212.97万
LMT 减仓-$204.18万

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
TNDM TANDEM DIABETES CARE INC COM NEW $3.22万0.00%1,680 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD SHS $3.23万0.00%111 32.8% $872 加仓
HIMS HIMS & HERS HEALTH INC COM CL A $3.23万0.00%1,556 1188.2% $2,450 加仓
— JANUS HENDERSON GROUP PLC ORD SHS $3.27万0.00%637 8415.2% $4,315 加仓
OMF ONEMAIN HLDGS INC COM $3.28万0.00%613 -780-56.0% -$4.17万 减仓
FUNC FIRST UTD CORP COM $3.28万0.00%896 501126.8% $1.84万 加仓
— CALAMOS LNG SHR EQT DYNAMIC TR COM $3.29万0.00%2,422 -566-18.9% -$7,681 减仓
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF $3.30万0.00%777 -89-10.3% -$3,778 减仓
TLN TALEN ENERGY CORP COM $3.32万0.00%104 -8-7.1% -$2,554 减仓
— NUVEEN ESG HIGH YIELD CORPORATE BOND ETF $3.33万0.00%1,574 71082.2% $1.50万 加仓
PIPR PIPER JAFFRAY COS $3.34万0.00%436 327300.0% $2.50万 加仓
RRC RANGE RESOURCES CORP $3.34万0.00%739 16629.0% $7,500 加仓
AI C3 AI INC CL A $3.37万0.00%4,000 4,000— $3.37万 新建仓
ICVT ISHARES CONVERTIBLE BOND ETF $3.38万0.00%332 -9-2.6% -$917 减仓
TNL WYNDHAM WORLDWIDE CORP $3.39万0.00%490 00.0% — 不变
— ELLSWORTH GROWTH & INCOME FD COM $3.39万0.00%3,041 90.3% $100 加仓
APA APA CORPORATION COM $3.40万0.00%800 00.0% — 不变
CNR CORE NATURAL RESOURCES INC COM SHS $3.40万0.00%325 196.2% $1,990 加仓
AXS AXIS CAP HLDGS LTD SHS $3.41万0.00%336 -29-7.9% -$2,941 减仓
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF $3.42万0.00%356 5518.3% $5,278 加仓
UCTT ULTRA CLEAN HLDGS INC COM $3.42万0.00%550 550— $3.42万 新建仓
RVMD REVOLUTION MEDICINES INC COM $3.42万0.00%352 3812.1% $3,696 加仓
— ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF $3.44万0.00%1,000 00.0% — 不变
PNR PENTAIR PLC SHS $3.48万0.00%400 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST $3.50万0.00%750 00.0% — 不变
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF $3.50万0.00%1,359 735.7% $1,882 加仓
PALL ETFS PALLADIUM TR SHBEN INT $3.52万0.00%261 00.0% — 不变
ET ENERGY TRANSFER L P COM UT LTD PTN $3.52万0.00%1,824 17610.7% $3,396 加仓
— FRANKLIN BITCOIN ETF $3.54万0.00%904 -164-15.4% -$6,427 减仓
EWX STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF $3.54万0.00%536 00.0% — 不变
ONDS ONDAS INC COM NEW $3.55万0.00%3,925 3,925— $3.55万 新建仓
— STATE STREET SPDR S&P KENSHO CLEAN POWER ETF $3.57万0.00%395 16370.3% $1.47万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INCME COM $3.58万0.00%3,189 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A $3.58万0.00%459 -44-8.7% -$3,433 减仓
INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF $3.58万0.00%1,498 -165-9.9% -$3,945 减仓
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST $3.62万0.00%700 00.0% — 不变
KSS KOHLS CORP $3.63万0.00%2,810 20.1% $26 加仓
BHP BHP BILLITON LIMITED SPONSORED ADS $3.64万0.00%500 -71-12.4% -$5,165 减仓
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF $3.64万0.00%553 -12-2.1% -$789 减仓
ALC ALCON AG ORD SHS $3.64万0.00%483 -42-8.0% -$3,165 减仓
DOC HEALTHPEAK PROPERTIES INC COM $3.64万0.00%2,218 100.5% $164 加仓
WCN WASTE CONNECTIONS INC COM $3.65万0.00%225 00.0% — 不变
LSTR LANDSTAR SYS INC COM $3.66万0.00%228 73.2% $1,122 加仓
MAA MID-AMER APT CMNTYS INC COM $3.66万0.00%300 -6-2.0% -$733 减仓
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER $3.67万0.00%1,504 -996-39.8% -$2.43万 减仓
HAL HALLIBURTON CO COM $3.67万0.00%941 -2,622-73.6% -$10.22万 减仓
AFL AFLAC INC COM $3.67万0.00%335 82.4% $876 加仓
BCAT BLACKROCK CAP ALLOCATION TERM COM $3.68万0.00%2,605 -569-17.9% -$8,040 减仓
VFH VANGUARD FINANCIALS ETF $3.69万0.00%305 00.0% — 不变
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF $3.70万0.00%1,096 -21-1.9% -$710 减仓
DOV DOVER CORP COM $3.71万0.00%178 21.1% $417 加仓
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS $3.73万0.00%5,400 00.0% — 不变
BBIO BRIDGEBIO PHARMA INC COM $3.73万0.00%502 326.8% $2,376 加仓
ICHR ICHOR HOLDINGS SHS $3.73万0.00%800 800— $3.73万 新建仓
VSNT VERSANT MEDIA GROUP INC COM CL A $3.74万0.00%1,011 1,011— $3.74万 新建仓
SPSC SPS COMM INC COM $3.75万0.00%673 -34-4.8% -$1,893 减仓
PATH UIPATH INC CL A $3.77万0.00%3,400 3,000750.0% $3.33万 加仓
TRP TC ENERGY CORP COM $3.78万0.00%604 30.5% $188 加仓
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF $3.78万0.00%1,053 -646-38.0% -$2.32万 减仓
AVY AVERY DENNISON CORP COM $3.80万0.00%220 2613.4% $4,490 加仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH $3.82万0.00%1,315 1,315— $3.82万 新建仓
RGA REINSURANCE GROUP AMER INC COM NEW $3.82万0.00%187 73.9% $1,429 加仓
SKYY FIRST TRUST CLOUD COMPUTING ETF $3.83万0.00%350 00.0% — 不变
NICE NICE LTD SPONSORED ADR $3.85万0.00%349 00.0% — 不变
CAG CONAGRA BRANDS INC COM $3.86万0.00%2,457 59331.8% $9,321 加仓
CC CHEMOURS CO COM $3.86万0.00%1,754 150.9% $330 加仓
KVUE KENVUE INC COM $3.87万0.00%2,243 803.7% $1,379 加仓
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER $3.88万0.00%806 00.0% — 不变
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER $3.89万0.00%811 00.0% — 不变
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE $3.90万0.00%690 -300-30.3% -$1.70万 减仓
BN BROOKFIELD CORP CL A LTD VT SH $3.90万0.00%964 00.0% — 不变
ABNB AIRBNB INC COM CL A $3.90万0.00%309 165.5% $2,021 加仓
EZU ISHARES MSCI EUROZONE ETF $3.92万0.00%625 -9-1.4% -$564 减仓
XMHQ INVESCO S&P MIDCAP QUALITY ETF $3.92万0.00%379 -1,163-75.4% -$12.03万 减仓
AVXC AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF $3.92万0.00%580 580— $3.92万 新建仓
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF $3.95万0.00%570 81.4% $554 加仓
WDC WESTERN DIGITAL CORP COM $3.95万0.00%146 -5-3.3% -$1,352 减仓
P EVERPURE INC CL A $3.97万0.00%672 -128-16.0% -$7,557 减仓
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $3.97万0.00%685 00.0% — 不变
PCTY PAYLOCITY HLDG CORP COM $3.99万0.00%369 -3-0.8% -$324 减仓
WH WYNDHAM HOTELS & RESORTS INC COM $4.00万0.00%492 00.0% — 不变
— CAMBRIA TAIL RISK ETF $4.00万0.00%3,418 00.0% — 不变
BBJP JPMORGAN BETABUILDERS JAPAN ETF $4.02万0.00%584 -26-4.3% -$1,792 减仓
HBAN HUNTINGTON BANCSHARES INC COM $4.03万0.00%2,576 -32-1.2% -$501 减仓
JNK SPDR HIGH YIELD BOND ETF $4.08万0.00%426 10.2% $96 加仓
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF $4.13万0.00%548 -1,558-74.0% -$11.75万 减仓
DTM DT MIDSTREAM INC COMMON STOCK $4.13万0.00%307 00.0% — 不变
NVS NOVARTIS AG SPONSORED ADR $4.14万0.00%271 -55-16.9% -$8,401 减仓
CRCL CIRCLE INTERNET GROUP INC COM CL A $4.14万0.00%434 -2,953-87.2% -$28.17万 减仓
EFAX STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF $4.15万0.00%834 374.6% $1,841 加仓
TROW PRICE T ROWE GROUP INC COM $4.16万0.00%462 341281.8% $3.07万 加仓
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND $4.19万0.00%383 20.5% $219 加仓
GGG GRACO INC COM $4.21万0.00%497 -593-54.4% -$5.02万 减仓
— EAGLE POINT CREDIT COMPANY INC COM $4.24万0.00%11,280 2972.7% $1,117 加仓
BIBL INSPIRE 100 ETF $4.24万0.00%900 900— $4.24万 新建仓
— INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER $4.24万0.00%1,505 00.0% — 不变
IEX IDEX CORP COM $4.26万0.00%225 73.2% $1,327 加仓
VLO VALERO ENERGY CORP COM $4.27万0.00%173 10.6% $247 加仓
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF $4.28万0.00%1,073 10010.3% $3,988 加仓
NGVT INGEVITY CORP COM $4.28万0.00%601 00.0% — 不变