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
RNR RENAISSANCERE HLDGS LTD COM $20.95万0.01%705 -20-2.8% -$5,945 减仓
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF $20.96万0.01%8,364 -2,733-24.6% -$6.85万 减仓
SIVR ABRDN PHYSICAL SILVER SHARES ETF $21.00万0.01%2,933 38014.9% $2.72万 加仓
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF $21.05万0.01%2,197 2,197— $21.05万 新建仓
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL $21.11万0.01%4,700 00.0% — 不变
SCHH SCH US REIT ETF $21.17万0.01%9,853 1501.5% $3,224 加仓
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF $21.18万0.01%6,235 4,164201.1% $14.14万 加仓
CRWV COREWEAVE INC COM CL A $21.18万0.01%2,734 2,039293.4% $15.80万 加仓
TECH BIO-TECHNE CORP COM $21.19万0.01%4,055 3128.3% $1.63万 加仓
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF $21.23万0.01%1,457 -1,891-56.5% -$27.56万 减仓
— SCHWAB CRYPTO THEMATIC ETF $21.28万0.01%4,094 41911.4% $2.18万 加仓
MNST MONSTER BEVERAGE CORP NEW COM $21.30万0.01%2,939 90.3% $652 加仓
ESGE iShares MSCI EM ESG Optimized ETF $21.37万0.01%4,699 -1,559-24.9% -$7.09万 减仓
PSX PHILLIPS 66 $21.51万0.01%1,181 50.4% $911 加仓
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $21.53万0.01%3,435 -2,024-37.1% -$12.69万 减仓
PANW PALO ALTO NETWORKS INC COM $21.60万0.01%1,347 -13-1.0% -$2,084 减仓
AXP AMERICAN EXPRESS CO COM $21.60万0.01%714 -14-1.9% -$4,236 减仓
UL UNILEVER PLC SPON ADR NEW $21.64万0.01%3,798 -291-7.1% -$1.66万 减仓
NTES NETEASE COM INC SPONSORED ADS $21.73万0.01%1,941 36022.8% $4.03万 加仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $21.93万0.01%5,372 2184.2% $8,901 加仓
VST VISTRA CORP COM $22.01万0.01%1,464 16412.6% $2.47万 加仓
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF $22.10万0.01%4,617 3177.4% $1.52万 加仓
HSY HERSHEY CO COM $22.11万0.01%1,064 -320-23.1% -$6.65万 减仓
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $22.19万0.01%4,395 -98-2.2% -$4,948 减仓
BTC GRAYSCALE BITCOIN MINI TRUST ETF $22.24万0.01%7,417 7,0001,678.7% $20.99万 加仓
TBBB BBB FOODS INC CL A COM $22.24万0.01%6,289 1101.8% $3,891 加仓
VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF $22.25万0.01%1,035 825392.9% $17.74万 加仓
NEM NEWMONT CORP COM $22.33万0.01%2,063 -99-4.6% -$1.07万 减仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $22.37万0.01%1,783 -1-0.1% -$125 减仓
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF $22.38万0.01%8,227 -1,687-17.0% -$4.59万 减仓
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $22.65万0.01%2,560 33014.8% $2.92万 加仓
STE STERIS PLC SHS USD $22.69万0.01%1,026 42971.9% $9.49万 加仓
GBCI GLACIER BANCORP INC NEW COM $22.75万0.01%5,093 1603.2% $7,147 加仓
GBIL ACCESS TREASURY 0-1 YEAR ETF $22.75万0.01%2,271 29514.9% $2.96万 加仓
WELL WELLTOWER INC COM $22.86万0.01%1,156 -304-20.8% -$6.01万 减仓
BMNR BITMINE IMMERSION TECHS INC COM NEW $23.28万0.01%11,767 10,173638.2% $20.12万 加仓
DELL DELL TECHNOLOGIES INC CL C $23.38万0.01%1,424 10.1% $164 加仓
XBI SPDR BIOTECH ETF $23.55万0.01%1,844 51739.0% $6.60万 加仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $23.75万0.01%1,793 20.1% $265 加仓
SCHZ SCHWAB US AGGREGATE BOND ETF $23.76万0.01%10,231 1751.7% $4,063 加仓
D DOMINION RESOURCES INC $23.97万0.01%3,878 -239-5.8% -$1.48万 减仓
— FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER $24.09万0.01%6,236 00.0% — 不变
IAK ISHARES U.S. INSURANCE ETF $24.36万0.01%1,899 75766.3% $9.71万 加仓
RF REGIONS FINANCIAL CORP NEW $24.47万0.01%9,370 1221.3% $3,187 加仓
ITW ILLINOIS TOOL WKS INC COM $24.55万0.01%943 -43-4.4% -$1.12万 减仓
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF $24.65万0.01%4,738 2796.3% $1.45万 加仓
COR CENCORA INC COM $24.70万0.01%786 -6-0.8% -$1,886 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY $24.87万0.01%9,123 -55-0.6% -$1,499 减仓
— STATE STREET LOOMIS SAYLES OPPORTUNISTIC BOND ETF $25.23万0.01%9,850 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $25.23万0.01%7,883 1,06015.5% $3.39万 加仓
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY $25.34万0.01%6,344 00.0% — 不变
PFF ISHARES S&P U.S. PREFERRED STOCK ETF $25.34万0.01%8,358 2002.5% $6,064 加仓
ARM ARM HOLDINGS PLC SPONSORED ADS $25.43万0.01%1,681 986.2% $1.48万 加仓
WMB WILLIAMS COS INC COM $25.50万0.01%3,504 -110-3.0% -$8,006 减仓
NKE NIKE INC CLASS B $25.65万0.01%4,856 1403.0% $7,394 加仓
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF $26.00万0.01%1,460 20015.9% $3.56万 加仓
SOLV SOLVENTUM CORP COM SHS $26.04万0.01%3,987 -136-3.3% -$8,881 减仓
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF $26.24万0.01%6,773 50.1% $194 加仓
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF $26.25万0.01%7,928 84511.9% $2.80万 加仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $26.31万0.01%2,482 -2,468-49.9% -$26.16万 减仓
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $26.39万0.01%1,824 -44-2.4% -$6,366 减仓
RSI RUSH STREET INTERACTIVE INC COM $26.62万0.01%12,240 00.0% — 不变
AHR AMERICAN HEALTHCARE REIT INC COM SHS $26.66万0.01%5,653 00.0% — 不变
GDXJ VANECK JUNIOR GOLD MINERS ETF $26.73万0.01%2,227 -79-3.4% -$9,482 减仓
VCR VANGUARD CONSUMER DISCRETIONARY ETF $26.74万0.01%745 -4-0.5% -$1,436 减仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $26.80万0.01%5,356 63713.5% $3.19万 加仓
CRM SALESFORCE COM $27.19万0.01%1,456 -115-7.3% -$2.15万 减仓
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF $27.35万0.01%5,915 5,915— $27.35万 新建仓
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND $27.38万0.01%6,061 3,860175.4% $17.44万 加仓
HII HUNTINGTON INGALLS INDS INC COM $27.43万0.01%722 -10-1.4% -$3,799 减仓
MPC MARATHON PETE CORP COM $27.46万0.01%1,124 50.4% $1,221 加仓
SPOT SPOTIFY TECHNOLOGY S A SHS $27.49万0.01%567 -101-15.1% -$4.90万 减仓
VOOG VANGUARD S&P 500 GROWTH ETF $27.57万0.01%676 28773.8% $11.71万 加仓
AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF $27.71万0.01%11,100 6,050119.8% $15.10万 加仓
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF $27.78万0.01%11,595 6,145112.8% $14.72万 加仓
EBAY EBAY INC $27.84万0.01%3,059 80.3% $728 加仓
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF $28.01万0.01%11,062 2272.1% $5,748 加仓
MOH MOLINA HEALTHCARE INC $28.21万0.01%2,116 -665-23.9% -$8.86万 减仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $28.22万0.01%2,729 1385.3% $1.43万 加仓
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH $28.37万0.01%6,806 00.0% — 不变
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF $28.49万0.01%10,842 6,677160.3% $17.55万 加仓
CMCSA COMCAST CORP NEW CL A $28.84万0.01%10,044 -1,066-9.6% -$3.06万 减仓
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF $29.36万0.02%5,357 1,63944.1% $8.98万 加仓
AJG GALLAGHER ARTHUR J & CO COM $29.39万0.02%1,357 30.2% $650 加仓
INCY INCYTE CORP $29.48万0.02%3,132 10.0% $94 加仓
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $29.70万0.02%5,976 -1,331-18.2% -$6.61万 减仓
TSCO TRACTOR SUPPLY CO COM $29.94万0.02%6,610 -2,925-30.7% -$13.25万 减仓
EFG ISHARES MSCI EAFE GROWTH INDEX ETF $30.01万0.02%2,695 83144.6% $9.26万 加仓
VDC VANGUARD CONSUMER STAPLES ETF $30.51万0.02%1,358 -32-2.3% -$7,189 减仓
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER $30.59万0.02%8,728 -1,486-14.5% -$5.21万 减仓
URNM SPROTT URANIUM MINERS ETF $30.65万0.02%4,853 1,18832.4% $7.50万 加仓
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF $31.03万0.02%7,871 -573-6.8% -$2.26万 减仓
O REALTY INCOME CORP COM $31.03万0.02%5,072 -316-5.9% -$1.93万 减仓
HDV ISHARES TR HIGH DIVID EQUITY FD $31.54万0.02%2,324 56231.9% $7.63万 加仓
MDLZ MONDELEZ INTL INC CL A $31.67万0.02%5,494 -295-5.1% -$1.70万 减仓
VOOV VANGUARD S&P 500 VALUE ETF $31.88万0.02%1,564 1,222357.3% $24.91万 加仓
SIL GLOBAL X SILVER MINERS ETF $32.03万0.02%3,556 2,731331.0% $24.60万 加仓
DVY ISHARES DJ SELECT DIVIDEND $32.22万0.02%2,128 50.2% $757 加仓
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF $32.26万0.02%1,475 563.9% $1.22万 加仓
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF $32.27万0.02%8,435 -524-5.8% -$2.00万 减仓