AdvisorNet Financial, Inc
MINNETONKA MN · SEC CIK 0001409362
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC COM | $75.93万 | 0.04% | 2,222 | 48 | 2.2% | $1.64万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $76.43万 | 0.04% | 2,345 | -6 | -0.3% | -$1,956 | 减仓 |
| TFI | SPDR MUNICIPAL BOND ETF | $77.38万 | 0.04% | 17,067 | -61 | -0.4% | -$2,766 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $78.43万 | 0.04% | 15,887 | -206 | -1.3% | -$1.02万 | 减仓 |
| SCHB | SCHWAB ETFS- US BROAD MARKET ETF | $79.88万 | 0.04% | 31,824 | -109 | -0.3% | -$2,736 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $81.03万 | 0.04% | 2,883 | 4 | 0.1% | $1,124 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $81.24万 | 0.04% | 3,802 | -306 | -7.4% | -$6.54万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $81.60万 | 0.04% | 8,796 | -1,211 | -12.1% | -$11.23万 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $82.66万 | 0.04% | 32,263 | -69 | -0.2% | -$1,768 | 减仓 |
| MPB | MID PENN BANCORP INC COM | $83.19万 | 0.04% | 25,866 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | $83.27万 | 0.04% | 58,025 | 365 | 0.6% | $5,238 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $83.51万 | 0.04% | 16,739 | 3,006 | 21.9% | $15.00万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $83.58万 | 0.04% | 12,723 | 824 | 6.9% | $5.41万 | 加仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $84.87万 | 0.04% | 23,144 | 106 | 0.5% | $3,887 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $85.47万 | 0.04% | 2,666 | -194 | -6.8% | -$6.22万 | 减仓 |
| T | AT&T INC COM | $86.17万 | 0.04% | 29,723 | -1,439 | -4.6% | -$4.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $86.20万 | 0.04% | 6,583 | -32 | -0.5% | -$4,190 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $86.25万 | 0.04% | 12,164 | -47 | -0.4% | -$3,333 | 减仓 |
| — | ALBEMARLE CORP 7.25 DEP SHS A | $87.00万 | 0.05% | 12,109 | 311 | 2.6% | $2.23万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $87.01万 | 0.05% | 5,287 | 6 | 0.1% | $987 | 加仓 |
| PFE | PFIZER INC COM | $87.68万 | 0.05% | 31,225 | -6,610 | -17.5% | -$18.56万 | 减仓 |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDEX | $87.94万 | 0.05% | 8,740 | -435 | -4.7% | -$4.38万 | 减仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $88.00万 | 0.05% | 21,417 | -5,459 | -20.3% | -$22.43万 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $88.84万 | 0.05% | 11,729 | 605 | 5.4% | $4.58万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $89.53万 | 0.05% | 3,573 | 2,721 | 319.4% | $68.18万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $89.58万 | 0.05% | 2,106 | -142 | -6.3% | -$6.04万 | 减仓 |
| KBWB | INVESCO KBW BANK ETF | $89.60万 | 0.05% | 11,324 | -198 | -1.7% | -$1.57万 | 减仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $89.82万 | 0.05% | 29,448 | 255 | 0.9% | $7,778 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $90.24万 | 0.05% | 2,876 | -109 | -3.7% | -$3.42万 | 减仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $90.37万 | 0.05% | 21,264 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $91.65万 | 0.05% | 34,521 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $91.92万 | 0.05% | 18,856 | -1,056 | -5.3% | -$5.15万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $92.37万 | 0.05% | 18,879 | 179 | 1.0% | $8,758 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $92.60万 | 0.05% | 9,858 | -937 | -8.7% | -$8.80万 | 减仓 |
| BX | BLACKSTONE INC COM | $93.76万 | 0.05% | 8,154 | -747 | -8.4% | -$8.59万 | 减仓 |
| XLE | ENERGY SELECT SECTOR SPDR | $93.91万 | 0.05% | 15,330 | 1,641 | 12.0% | $10.05万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $94.14万 | 0.05% | 11,951 | -331 | -2.7% | -$2.61万 | 减仓 |
| MLPA | GLOBAL X MLP ETF | $94.32万 | 0.05% | 17,509 | 395 | 2.3% | $2.13万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $95.19万 | 0.05% | 9,843 | -259 | -2.6% | -$2.50万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $96.30万 | 0.05% | 19,279 | -2 | -0.0% | -$100 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM DELAWARE | $98.86万 | 0.05% | 853 | -4 | -0.5% | -$4,636 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $98.92万 | 0.05% | 2,525 | -214 | -7.8% | -$8.38万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $99.18万 | 0.05% | 17,971 | -487 | -2.6% | -$2.69万 | 减仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $100.75万 | 0.05% | 45,099 | -34,824 | -43.6% | -$77.80万 | 减仓 |
| NFLX | NETFLIX COM INC | $100.78万 | 0.05% | 10,482 | -3,809 | -26.7% | -$36.62万 | 减仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY | $100.82万 | 0.05% | 29,714 | 6 | 0.0% | $204 | 加仓 |
| C | CITIGROUP INC | $101.29万 | 0.05% | 8,931 | -680 | -7.1% | -$7.71万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $102.01万 | 0.05% | 10,627 | 1,786 | 20.2% | $17.14万 | 加仓 |
| — | ANFIELD U.S. EQUITY SECTOR ROTATION ETF | $102.26万 | 0.05% | 61,127 | 798 | 1.3% | $1.34万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $102.79万 | 0.05% | 10,965 | -2,621 | -19.3% | -$24.57万 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $103.86万 | 0.05% | 8,797 | 27 | 0.3% | $3,188 | 加仓 |
| — | FIDELITY BLUE CHIP VALUE ETF | $104.27万 | 0.05% | 28,981 | 2,631 | 10.0% | $9.47万 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $105.36万 | 0.05% | 6,161 | 38 | 0.6% | $6,498 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $106.16万 | 0.05% | 9,470 | 3,304 | 53.6% | $37.04万 | 加仓 |
| SCHA | SCHWAB ETFS- US SMALL-CAP ETF | $107.46万 | 0.06% | 36,953 | 254 | 0.7% | $7,386 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $109.31万 | 0.06% | 1,221 | -21 | -1.7% | -$1.88万 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $111.25万 | 0.06% | 20,852 | -675 | -3.1% | -$3.60万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $111.44万 | 0.06% | 1,317 | -304 | -18.8% | -$25.72万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $111.92万 | 0.06% | 31,579 | 3,289 | 11.6% | $11.66万 | 加仓 |
| GLW | CORNING INC COM | $113.21万 | 0.06% | 8,326 | 1,691 | 25.5% | $22.99万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $113.74万 | 0.06% | 11,616 | 1,089 | 10.3% | $10.66万 | 加仓 |
| ALL | ALLSTATE CORP | $115.59万 | 0.06% | 5,575 | 92 | 1.7% | $1.91万 | 加仓 |
| PEP | PEPSICO INC COM | $116.19万 | 0.06% | 7,482 | -334 | -4.3% | -$5.19万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $116.61万 | 0.06% | 3,398 | 15 | 0.4% | $5,148 | 加仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $117.54万 | 0.06% | 9,456 | 761 | 8.8% | $9.46万 | 加仓 |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $118.12万 | 0.06% | 29,965 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $120.58万 | 0.06% | 5,682 | -47 | -0.8% | -$9,974 | 减仓 |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | $121.07万 | 0.06% | 22,166 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $121.32万 | 0.06% | 12,570 | -433 | -3.3% | -$4.18万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND FUND | $121.52万 | 0.06% | 25,838 | -705 | -2.7% | -$3.32万 | 减仓 |
| GDX | MARKET VECTORS GOLD MINERS INDEX ETF | $122.04万 | 0.06% | 13,299 | 25 | 0.2% | $2,294 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $122.10万 | 0.06% | 24,322 | -5,004 | -17.1% | -$25.12万 | 减仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $122.57万 | 0.06% | 42,075 | 1,101 | 2.7% | $3.21万 | 加仓 |
| KO | COCA COLA CO COM | $122.92万 | 0.06% | 16,163 | -448 | -2.7% | -$3.41万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $124.39万 | 0.06% | 5,978 | -69 | -1.1% | -$1.44万 | 减仓 |
| ORCL | ORACLE CORPORATION | $124.51万 | 0.06% | 8,464 | -159 | -1.8% | -$2.34万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS IN | $127.89万 | 0.07% | 2,864 | 596 | 26.3% | $26.61万 | 加仓 |
| MRK | MERCK & CO INC | $128.71万 | 0.07% | 10,700 | -596 | -5.3% | -$7.17万 | 减仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $129.80万 | 0.07% | 30,144 | -526 | -1.7% | -$2.26万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $130.71万 | 0.07% | 20,894 | -1,674 | -7.4% | -$10.47万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $133.90万 | 0.07% | 16,819 | -1,185 | -6.6% | -$9.43万 | 减仓 |
| ABBV | ABBVIE INC COM | $134.79万 | 0.07% | 6,198 | -188 | -2.9% | -$4.09万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $135.48万 | 0.07% | 12,351 | -2,232 | -15.3% | -$24.48万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $135.87万 | 0.07% | 6,679 | 263 | 4.1% | $5.35万 | 加仓 |
| EXC | EXELON CORP COM | $137.04万 | 0.07% | 27,956 | 946 | 3.5% | $4.64万 | 加仓 |
| CSCO | CISCO SYS INC | $137.31万 | 0.07% | 17,697 | -116 | -0.7% | -$9,001 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $139.74万 | 0.07% | 50,175 | 719 | 1.5% | $2.00万 | 加仓 |
| BKH | BLACK HILLS CORP COM | $140.28万 | 0.07% | 20,211 | 256 | 1.3% | $1.78万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $140.48万 | 0.07% | 6,575 | 6 | 0.1% | $1,282 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $141.12万 | 0.07% | 29,974 | 10,672 | 55.3% | $50.24万 | 加仓 |
| PWR | QUANTA SERVICES INC | $141.76万 | 0.07% | 2,582 | -26 | -1.0% | -$1.43万 | 减仓 |
| KMI | KINDER MORGAN INC | $142.60万 | 0.07% | 42,529 | -307 | -0.7% | -$1.03万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $144.83万 | 0.07% | 7,859 | -72 | -0.9% | -$1.33万 | 减仓 |
| MCD | MCDONALDS CORP COM | $145.15万 | 0.08% | 4,670 | -322 | -6.5% | -$10.01万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $145.94万 | 0.08% | 12,903 | -160 | -1.2% | -$1.81万 | 减仓 |
| XLV | HEALTH CARE SELECT SECTOR SPDR | $146.07万 | 0.08% | 9,963 | -406 | -3.9% | -$5.95万 | 减仓 |
| LOW | LOWES COS INC COM | $146.77万 | 0.08% | 6,212 | 100 | 1.6% | $2.36万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $147.09万 | 0.08% | 22,289 | -111 | -0.5% | -$7,325 | 减仓 |
| XEL | XCEL ENERGY INC COM | $147.31万 | 0.08% | 18,544 | -492 | -2.6% | -$3.91万 | 减仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $147.56万 | 0.08% | 31,384 | -3,722 | -10.6% | -$17.50万 | 减仓 |