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
LUMN LUMEN TECHNOLOGIES INC COM $5.88万0.00%8,457 00.0% — 不变
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF $5.89万0.00%1,187 -249-17.3% -$1.24万 减仓
— KKR INCOME OPPORTUNITIES FD COM $5.91万0.00%5,372 -1,083-16.8% -$1.19万 减仓
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $5.95万0.00%800 00.0% — 不变
PHM PULTE GROUP INC COM $5.96万0.00%507 30.6% $353 加仓
ARTY ISHARES FUTURE AI & TECH ETF $5.96万0.00%1,281 24023.1% $1.12万 加仓
PBP POWERSHARES S&P 500 BUYWRITE PORTFOLIO ETF $5.97万0.00%2,715 00.0% — 不变
SSD SIMPSON MFG INC COM $5.97万0.00%348 92.7% $1,545 加仓
HLN HALEON PLC SPON ADS $5.98万0.00%5,971 -126-2.1% -$1,261 减仓
GEN GEN DIGITAL INC COM $5.98万0.00%3,176 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO COM $5.98万0.00%823 -6-0.7% -$436 减仓
FEBT ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF $5.99万0.00%1,600 00.0% — 不变
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF $6.05万0.00%1,320 383.0% $1,742 加仓
IUSG ISHARES CORE S&P U.S. GROWTH ETF $6.05万0.00%390 19095.0% $2.95万 加仓
WDI WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT $6.07万0.00%4,517 -1,013-18.3% -$1.36万 减仓
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF $6.08万0.00%1,621 00.0% — 不变
SWX SOUTHWEST GAS HLDGS INC COM $6.08万0.00%700 00.0% — 不变
GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF $6.09万0.00%1,443 14811.4% $6,250 加仓
AON AON PLC SHS CL A $6.10万0.00%189 10.5% $323 加仓
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF $6.11万0.00%695 585531.8% $5.15万 加仓
WSFS WSFS FINL CORP COM $6.13万0.00%936 202.2% $1,309 加仓
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF $6.13万0.00%2,828 2,80010,000.0% $6.07万 加仓
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF $6.15万0.00%1,160 565.1% $2,969 加仓
KIE STATE STREET SPDR S&P INSURANCE ETF $6.15万0.00%1,119 60.5% $330 加仓
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND $6.17万0.00%702 -45-6.0% -$3,953 减仓
IGM ISHARES EXPANDED TECH SECTOR ETF $6.19万0.00%522 00.0% — 不变
— GLOBAL X DORSEY WRIGHT THEMATIC ETF $6.20万0.00%2,776 1,09965.5% $2.45万 加仓
FIW FIRST TRUST WATER ETF $6.29万0.00%610 -162-21.0% -$1.67万 减仓
CINF CINCINNATI FINL CORP COM $6.30万0.00%400 10.3% $157 加仓
FEOE FIRST EAGLE OVERSEAS EQUITY ETF $6.31万0.00%1,250 1,250— $6.31万 新建仓
SEIV SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF $6.32万0.00%1,520 -118-7.2% -$4,904 减仓
MGEE MGE ENERGY INC COM $6.33万0.00%819 00.0% — 不变
KFY KORN FERRY COM NEW $6.36万0.00%1,011 850528.0% $5.35万 加仓
CGW INVESCO S&P GLOBAL WATER INDEX ETF $6.39万0.00%1,000 00.0% — 不变
WY WEYERHAEUSER CO COM NEW $6.40万0.00%2,620 24710.4% $6,033 加仓
FICO FAIR ISAAC CORP COM $6.41万0.00%60 -2-3.2% -$2,135 减仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $6.41万0.00%792 212.7% $1,700 加仓
KMB KIMBERLY-CLARK CORP COM $6.41万0.00%665 10318.3% $9,934 加仓
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND $6.42万0.00%1,590 00.0% — 不变
QYLD Horizons NASDAQ 100 Covered Call ETF $6.44万0.00%3,753 621.7% $1,063 加仓
NXPI NXP SEMICONDUCTORS N V COM $6.44万0.00%327 10.3% $197 加仓
EWJ ISHARES MSCI JAPAN ETF $6.49万0.00%769 00.0% — 不变
QEFA STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF $6.51万0.00%698 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC COM $6.56万0.00%60 00.0% — 不变
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $6.57万0.00%997 323.3% $2,110 加仓
MANH MANHATTAN ASSOCIATES INC COM $6.58万0.00%494 -24-4.6% -$3,195 减仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $6.62万0.00%987 670211.4% $4.50万 加仓
CWCO CONSOLIDATED WATER CO INC ORD $6.62万0.00%2,000 00.0% — 不变
— SEABRIDGE GOLD INC COM $6.69万0.00%2,361 -92-3.8% -$2,607 减仓
TMUS T-MOBILE US INC COM $6.72万0.00%320 -37-10.4% -$7,771 减仓
NTB BANK OF N T BUTTERFIELD & SON SHS NEW $6.72万0.00%1,281 15113.4% $7,924 加仓
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $6.74万0.00%695 -12-1.7% -$1,163 减仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $6.75万0.00%4,486 2145.0% $3,221 加仓
FMAR FT VEST US EQUITY BUFFER ETF - MARCH $6.79万0.00%1,400 -100-6.7% -$4,849 减仓
BR BROADRIDGE FINL SOLUTIONS INC COM $6.82万0.00%420 -16-3.7% -$2,600 减仓
UTG REAVES UTIL INCOME FD COM SH BEN INT $6.86万0.00%1,747 -547-23.8% -$2.15万 减仓
SFM SPROUTS FMRS MKT INC COM 看涨期权 $6.94万0.00%900 00.0% — 不变
BSTZ BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT $6.94万0.00%3,134 -855-21.4% -$1.89万 减仓
— POWERSHARES GLOBAL EXCH TRD FD TR GLOBAL WATER PORT $6.95万0.00%1,600 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE INC $6.96万0.00%419 10.2% $166 加仓
KKR KKR & CO LP $7.03万0.00%760 -1,310-63.3% -$12.12万 减仓
IAT ISHARES DOW JONES US REGIONAL BANKS $7.04万0.00%1,308 -194-12.9% -$1.04万 减仓
VG VENTURE GLOBAL INC COM CL A $7.06万0.00%4,480 1,80567.5% $2.84万 加仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF DECEMBER $7.07万0.00%2,171 00.0% — 不变
AWR AMER STATES WTR CO COM $7.07万0.00%935 -1-0.1% -$76 减仓
CMF ISHARES CALIFORNIA MUNI BOND ETF $7.11万0.00%1,250 00.0% — 不变
A AGILENT TECHNOLOGIES INC COM $7.11万0.00%624 30.5% $342 加仓
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF $7.13万0.00%724 00.0% — 不变
SIGI SELECTIVE INS GROUP INC COM $7.15万0.00%949 -372-28.2% -$2.80万 减仓
SEIM SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF $7.18万0.00%1,577 00.0% — 不变
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST $7.20万0.00%1,685 00.0% — 不变
MDY S & P MID CAP 400 DEP RCPTS MID CAP $7.22万0.00%117 1211.4% $7,401 加仓
PGX INVESCO PREFERRED ETF $7.24万0.00%6,650 00.0% — 不变
MGK VANGUARD MEGA CAP GROWTH ETF $7.25万0.00%197 -75-27.6% -$2.76万 减仓
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF $7.26万0.00%2,292 130.6% $412 加仓
— INVESCO GALAXY BITCOIN ETF $7.27万0.00%1,077 -170-13.6% -$1.15万 减仓
WWJD INSPIRE INTERNATIONAL ETF $7.29万0.00%1,949 1,727777.9% $6.46万 加仓
LULU LULULEMON ATHLETICA INC $7.30万0.00%477 -375-44.0% -$5.74万 减仓
MFIC APOLLO INVT CORP COM SH BEN INT $7.31万0.00%6,507 -5,706-46.7% -$6.41万 减仓
VCTR VICTORY CAP HLDGS INC DEL COM CL A $7.37万0.00%1,125 12512.5% $8,185 加仓
DOX AMDOCS LTD SHS $7.38万0.00%1,131 312.8% $2,023 加仓
— INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF $7.44万0.00%625 50.8% $595 加仓
GBDC GOLUB CAP BDC INC COM $7.45万0.00%5,884 -10,066-63.1% -$12.74万 减仓
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF $7.47万0.00%359 229176.2% $4.77万 加仓
CI CIGNA CORP $7.49万0.00%281 -111-28.3% -$2.96万 减仓
ENSG ENSIGN GROUP INC COM $7.50万0.00%372 00.0% — 不变
SPPP SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU $7.51万0.00%4,835 2,675123.8% $4.15万 加仓
VMI VALMONT INDS INC COM $7.51万0.00%188 42.2% $1,598 加仓
IMO IMPERIAL OIL LTD COM NEW $7.52万0.00%575 -834-59.2% -$10.91万 减仓
RS RELIANCE INC COM $7.54万0.00%248 31.2% $912 加仓
IYY ISHARES DOW JONES U.S. ETF $7.61万0.00%480 00.0% — 不变
MP MP MATERIALS CORP COM CL A $7.65万0.00%1,586 1,117238.2% $5.39万 加仓
GRMN GARMIN LTD SHS $7.70万0.00%332 -188-36.2% -$4.36万 减仓
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF $7.71万0.00%2,340 -137-5.5% -$4,514 减仓
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE $7.73万0.00%1,848 00.0% — 不变
EQT EQT CORP COM $7.77万0.00%1,222 50.4% $318 加仓
DWLD DAVIS SELECT WORLDWIDE ETF $7.79万0.00%1,777 241.4% $1,051 加仓
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF $7.79万0.00%2,150 -327-13.2% -$1.18万 减仓
EIX EDISON INTL COM $7.82万0.00%1,069 10.1% $73 加仓
— INSPIRE CAPITAL APPRECIATION ETF $7.88万0.00%2,745 2,745— $7.88万 新建仓