13F 机构持仓

AdvisorNet Financial, Inc

MINNETONKA MN · SEC CIK 0001409362

2026Q22026Q1 更早 9 个季度 🔒
$21.90亿2026Q2 申报市值
2,274持仓数
21.0%前十大占比 · 第一大 5.1%
114 / 119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 5.1%
DFAU 2.2%
DFIC 2.0%
JPST 1.9%
CGXU 1.8%
AAPL 1.7%
VEA 1.6%
VUG 1.6%
AGG 1.5%
IJH 1.5%

2026Q2 买入最多 按季末市值估算

JBND 加仓+$1,220.14万
XOM 新建仓+$699.70万
VSS 加仓+$584.73万
IVV 加仓+$458.77万
BOND 加仓+$422.65万

2026Q2 卖出最多 按季末市值估算

BND 减仓-$1,409.64万
EXXON MOBIL CORP 清仓-$876.36万
DFAU 减仓-$649.99万
IHE 减仓-$401.02万
JEPQ 减仓-$296.01万

2026Q2 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
OR OR ROYALTIES INC. COM SHS $6,8000.00%215 00.0% — 不变
AGO ASSURED GUARANTY LTD COM $6,8140.00%85 85— $6,814 新建仓
CFG CITIZENS FINL GROUP INC COM $6,8180.00%97 -44-31.2% -$3,093 减仓
APOG APOGEE ENTERPRISES INC COM $6,8230.00%149 00.0% — 不变
ESUM EVENTIDE US MARKET ETF $6,8620.00%224 00.0% — 不变
KYMR KYMERA THERAPEUTICS INC COM $6,8800.00%60 00.0% — 不变
DEA EASTERLY GOVT PPTYS INC COM SHS $6,9460.00%279 62.2% $149 加仓
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF $7,0340.00%46 00.0% — 不变
MQY BLACKROCK MUNIYILD QULT FD INC COM $7,0990.00%612 00.0% — 不变
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS $7,1210.00%358 -738-67.3% -$1.47万 减仓
— FT VEST U.S. EQUITY UNCAPPED ACCELERATOR ETF - OCTOBER $7,1570.00%201 00.0% — 不变
CRF CORNERSTONE TOTAL RETURN FD COM $7,1940.00%1,002 474.9% $337 加仓
PBI PITNEY BOWES INC COM $7,2010.00%411 00.0% — 不变
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $7,2440.00%106 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO CL B $7,2470.00%186 10.5% $39 加仓
OHI OMEGA HEALTHCARE INVESTORS INC $7,2950.00%153 21.3% $95 加仓
— ORCHESTRA BIOMED HLDGS INC COM $7,3180.00%1,696 00.0% — 不变
— ELLSWORTH GROWTH & INCOME FD COM $7,3330.00%555 -2,486-81.7% -$3.28万 减仓
FUTY FIDELITY MSCI UTILITIES INDEX ETF $7,3790.00%126 10.8% $59 加仓
BHVN BIOHAVEN LTD COM $7,4400.00%500 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC COM $7,4810.00%414 00.0% — 不变
NDAQ NASDAQ INC COM $7,4880.00%95 -244-72.0% -$1.92万 减仓
MCHP MICROCHIP TECHNOLOGY INC $7,5700.00%83 -1-1.2% -$91 减仓
ARE ALEXANDRIA REAL ESTATE EQ INC COM $7,6250.00%144 -8-5.3% -$424 减仓
ARTNA ARTESIAN RES CORP CL A $7,6480.00%225 00.0% — 不变
— FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF $7,7370.00%144 00.0% — 不变
ILMN ILLUMINA INC $7,7370.00%44 2191.3% $3,693 加仓
— FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF $7,7490.00%410 00.0% — 不变
NIO NIO INC SPON ADS $7,8130.00%1,544 00.0% — 不变
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF $7,8140.00%61 00.0% — 不变
HUN HUNTSMAN CORP COM $7,8380.00%738 00.0% — 不变
BTO HANCOCK JOHN FINL OPPTYS SH BEN INT NEW $7,8840.00%200 00.0% — 不变
UTL UNITIL CORP COM $7,9040.00%150 00.0% — 不变
WSO WATSCO INC $7,9180.00%19 -9-32.1% -$3,751 减仓
— SPROTT JUNIOR COPPER MINERS ETF $7,9200.00%200 00.0% — 不变
— FRANKLIN LTD DURATION INCOME T COM $7,9420.00%1,372 00.0% — 不变
IOT SAMSARA INC COM CL A $7,9450.00%245 00.0% — 不变
LYG LLOYDS TSB GROUP PLC $7,9750.00%1,368 00.0% — 不变
— STATE STREET SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF $8,0480.00%175 1610.1% $736 加仓
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND $8,0780.00%166 -166-50.0% -$8,078 减仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERWRI COM $8,0900.00%434 00.0% — 不变
DC DAKOTA GOLD CORP COM $8,0940.00%1,900 1,400280.0% $5,964 加仓
ERII ENERGY RECOVERY INC $8,1180.00%900 00.0% — 不变
LVS LAS VEGAS SANDS CORP COM $8,1290.00%176 -7-3.8% -$323 减仓
CHTR CHARTER COMMUNICATIONS INC CL A $8,3900.00%59 713.5% $995 加仓
DIV GLOBAL X SUPERDIVIDEND US ETF $8,4160.00%442 71.6% $133 加仓
KBR KBR INC $8,4250.00%244 -12-4.7% -$414 减仓
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF $8,4700.00%201 00.0% — 不变
CG CARLYLE GROUP INC COM $8,5060.00%202 -1-0.5% -$42 减仓
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND $8,5300.00%198 00.0% — 不变
MOS MOSAIC CO $8,5400.00%403 -1,412-77.8% -$2.99万 减仓
— AVALONBAY CMNTYS INC COM $8,5470.00%45 37.1% $570 加仓
NJR NEW JERSEY RES CORP COM $8,5740.00%153 53.4% $280 加仓
KDP KEURIG DR PEPPER INC COM $8,5820.00%262 10061.7% $3,276 加仓
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF $8,5940.00%104 00.0% — 不变
ATO ATMOS ENERGY CORP COM $8,6140.00%50 -15-23.1% -$2,584 减仓
WST WEST PHARMACEUTICAL SVSC INC COM $8,6160.00%24 29.1% $718 加仓
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF $8,6500.00%54 00.0% — 不变
ITRI ITRON INC $8,6530.00%100 00.0% — 不变
HRB BLOCK H & R INC COM $8,6820.00%228 41.8% $152 加仓
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY $8,6900.00%160 00.0% — 不变
ALLE ALLEGION PLC ORD SHS $8,7100.00%62 -11-15.1% -$1,545 减仓
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND $8,7380.00%273 31.1% $96 加仓
BAX BAXTER INTL INC COM $8,7410.00%410 -22-5.1% -$469 减仓
DKNG DRAFTKINGS INC NEW COM CL A $8,8160.00%349 92.6% $227 加仓
— FIDELITY ENHANCED U.S. ALL-CAP EQUITY ETF $8,8620.00%274 176179.6% $5,692 加仓
COO COOPER COS INC COM $8,8920.00%124 1210.7% $861 加仓
CWEN CLEARWAY ENERGY INC CL C $8,9210.00%261 2471,764.3% $8,442 加仓
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF $8,9310.00%165 00.0% — 不变
ADSK AUTODESK INC COM $8,9430.00%46 2076.9% $3,888 加仓
STEW SRH TOTAL RETURN FUND INC COM $8,9500.00%500 00.0% — 不变
CLB CORE LABORATORIES INC COM $8,9710.00%770 30465.2% $3,542 加仓
XETYX EATON VANCE TAX-MANAGED DIVERS COM $8,9860.00%618 00.0% — 不变
— CANARY HBAR ETF $9,0060.00%950 19025.0% $1,801 加仓
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF $9,0150.00%171 -2,169-92.7% -$11.43万 减仓
AGI ALAMOS GOLD INC COM CL A $9,0350.00%298 10.3% $30 加仓
PII POLARIS INDS INC $9,0430.00%132 105388.9% $7,193 加仓
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL $9,0540.00%170 00.0% — 不变
TRGP TARGA RES CORP COM $9,1170.00%34 -13-27.7% -$3,486 减仓
EL LAUDER ESTEE COS INC CL A $9,1200.00%116 21.8% $157 加仓
HUM HUMANA INC COM $9,1360.00%23 -1-4.2% -$397 减仓
— INSPIRE GLOBAL HOPE ETF $9,1560.00%192 -109-36.2% -$5,198 减仓
UPBD UPBOUND GROUP INC COM $9,1670.00%432 00.0% — 不变
BIT BLACKROCK MULTI SECTOR INC TR COM $9,2400.00%738 00.0% — 不变
ULS UL SOLUTIONS INC CLASS A COM SHS $9,2690.00%91 -40-30.5% -$4,074 减仓
— ROUNDHILL SPORTS BETTING & IGAMING ETF $9,3450.00%500 00.0% — 不变
APA APA CORPORATION COM $9,3480.00%287 -513-64.1% -$1.67万 减仓
NRG NRG ENERGY INC COM NEW $9,3480.00%64 23.2% $292 加仓
PENN PENN ENTERTAINMENT INC COM $9,3980.00%440 00.0% — 不变
EBND STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF $9,4140.00%450 00.0% — 不变
PEBO PEOPLES BANCORP INC COM $9,4870.00%247 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING ETF $9,5060.00%745 00.0% — 不变
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF $9,5060.00%150 00.0% — 不变
— ISHARES ETHEREUM TRUST ETF $9,5120.00%800 30060.0% $3,567 加仓
BTG B2GOLD CORP COM $9,5370.00%2,550 00.0% — 不变
EXP EAGLE MATLS INC COM $9,5420.00%42 -5-10.6% -$1,136 减仓
CLX CLOROX CO DEL COM 看涨期权 $9,5440.00%100 00.0% — 不变
GRNJ FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF $9,5580.00%304 304— $9,558 新建仓
EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF $9,5860.00%234 31.3% $123 加仓
— AXS ESOTERICA NEXTG ECONOMY ETF $9,6200.00%100 00.0% — 不变