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
IWF ISHARES RUSSELL 1000 GROWTH ETF $424.06万0.19%34,151 -245-0.7% -$3.04万 减仓
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY $422.45万0.19%110,939 -807-0.7% -$3.07万 减仓
DES WISDOMTREE SMALLCAP DIVIDEND $422.38万0.19%103,830 8,2068.6% $33.38万 加仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $420.30万0.19%68,387 -48,163-41.3% -$296.01万 减仓
IWM ISHARES RUSSELL 2000 ETF $406.10万0.19%13,516 2121.6% $6.37万 加仓
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF $403.84万0.18%147,010 10,4337.6% $28.66万 加仓
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY $403.25万0.18%88,373 -1,302-1.5% -$5.94万 减仓
UNH UNITEDHEALTH GROUP $399.17万0.18%9,604 660.7% $2.74万 加仓
VCR VANGUARD CONSUMER DISCRETIONARY ETF $395.42万0.18%9,970 9,2251,238.3% $365.88万 加仓
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF $394.99万0.18%29,319 4,23416.9% $57.04万 加仓
ABT ABBOTT LABORATORIES COM $389.43万0.18%42,918 -466-1.1% -$4.23万 减仓
JNJ JOHNSON & JOHNSON COM $385.25万0.18%15,169 870.6% $2.21万 加仓
WMT WALMART INC COM $381.75万0.17%33,706 1,5054.7% $17.05万 加仓
AMD ADVANCED MICRO DEVICES INC COM $375.72万0.17%6,468 -211-3.2% -$12.26万 减仓
VBR VANGUARD SMALL CAP VALUE ETF $369.96万0.17%15,225 670.4% $1.63万 加仓
VTV VANGUARD VALUE ETF $361.17万0.16%16,573 1410.9% $3.07万 加仓
IEFA ISHARES CORE MSCI EAFE ETF $357.77万0.16%37,043 1,4544.1% $14.04万 加仓
GILD GILEAD SCIENCES INC $342.50万0.16%27,109 -326-1.2% -$4.12万 减仓
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF $341.19万0.16%140,118 -1,325-0.9% -$3.23万 减仓
ITOT ISHARES TR S&P 1500 INDEX FD $340.72万0.16%20,742 110.1% $1,807 加仓
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY $340.39万0.16%43,961 36,553493.4% $283.03万 加仓
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF $337.61万0.15%49,971 -423-0.8% -$2.86万 减仓
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF $336.13万0.15%114,214 -9,698-7.8% -$28.54万 减仓
CNP CENTERPOINT ENERGY INC COM $335.05万0.15%76,078 2,0102.7% $8.85万 加仓
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND $333.93万0.15%70,345 -496-0.7% -$2.35万 减仓
TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF $331.09万0.15%66,099 3,1905.1% $15.98万 加仓
APH AMPHENOL CORP CL A $322.17万0.15%18,272 1380.8% $2.43万 加仓
RTX RTX CORPORATION COM $321.76万0.15%16,959 -427-2.5% -$8.10万 减仓
OKE ONEOK INC NEW COM $316.46万0.14%36,400 3,65611.2% $31.78万 加仓
NOC NORTHROP GRUMMAN CORP COM $313.70万0.14%6,159 -213-3.3% -$10.85万 减仓
FLOT ISHARES FLOATING RATE BOND ETF $313.65万0.14%61,439 -6,671-9.8% -$34.06万 减仓
JAAA JANUS HENDERSON AAA CLO ETF $313.25万0.14%62,042 3,2835.6% $16.58万 加仓
COF CAPITAL ONE FINANCIAL CORP $311.71万0.14%15,537 140.1% $2,809 加仓
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT $311.43万0.14%14,637 -39-0.3% -$8,298 减仓
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $309.77万0.14%66,013 -2,530-3.7% -$11.87万 减仓
GLW CORNING INC COM $308.30万0.14%12,070 3,74445.0% $95.63万 加仓
LLY ELI LILLY & CO COM $306.54万0.14%2,556 -167-6.1% -$20.03万 减仓
— JPMORGAN HIGH YIELD MUNICIPAL ETF $302.80万0.14%59,803 1,5332.6% $7.76万 加仓
IYW ISHARES DJ US TECHNOLOGY $293.64万0.13%11,642 4143.7% $10.44万 加仓
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF $293.10万0.13%50,823 120.0% $692 加仓
GEV GE VERNOVA INC COM $292.46万0.13%2,489 -380-13.2% -$44.65万 减仓
LIN LINDE PLC SHS $291.96万0.13%5,626 -6-0.1% -$3,114 减仓
IWY ISHARES RUSSELL TOP 200 GROWTH ETF $291.52万0.13%10,031 860.9% $2.50万 加仓
PG PROCTER & GAMBLE CO COM $288.71万0.13%19,689 3341.7% $4.90万 加仓
FE FIRSTENERGY CORP $286.08万0.13%60,176 10,68821.6% $50.81万 加仓
GS GOLDMAN SACHS GROUP INC $283.93万0.13%2,807 1,490113.1% $150.72万 加仓
XLI INDUSTRIAL SELECT SECTOR SPDR $283.92万0.13%15,328 1,51110.9% $27.99万 加仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $280.27万0.13%11,845 4,12353.4% $97.56万 加仓
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF $275.44万0.13%54,662 -422-0.8% -$2.13万 减仓
QQQM INVESCO NASDAQ 100 ETF $272.03万0.12%8,979 -80-0.9% -$2.42万 减仓
CEG CONSTELLATION ENERGY CORP COM $269.97万0.12%10,870 7597.5% $18.85万 加仓
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF $265.06万0.12%105,308 19,75323.1% $49.72万 加仓
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL $263.78万0.12%62,506 -180-0.3% -$7,596 减仓
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF $262.27万0.12%65,225 3450.5% $1.39万 加仓
MA MASTERCARD INC $257.08万0.12%5,005 190.4% $9,759 加仓
FBND FIDELITY TOTAL BOND ETF $255.58万0.12%56,184 -7,383-11.6% -$33.59万 减仓
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF $255.12万0.12%50,024 -4,703-8.6% -$23.99万 减仓
BTI BRITISH AMERICAN TOBACCO $252.66万0.12%40,910 -5,236-11.3% -$32.34万 减仓
ETN EATON CORP PLC SHS $250.45万0.11%5,877 2213.9% $9.42万 加仓
V VISA INC $246.90万0.11%7,196 2403.5% $8.23万 加仓
VEU VANGUARD FTSE ALL-WORLD EX-US $245.40万0.11%29,302 4,60618.7% $38.57万 加仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $241.38万0.11%29,778 290.1% $2,351 加仓
LMT LOCKHEED MARTIN CORP $240.74万0.11%4,725 -80-1.7% -$4.08万 减仓
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF $238.86万0.11%39,292 -209-0.5% -$1.27万 减仓
NEE NEXTERA ENERGY INC COM $236.88万0.11%26,989 5,53125.8% $48.55万 加仓
VONE VANGUARD RUSSELL 1000 ETF $228.77万0.10%6,754 -10-0.1% -$3,387 减仓
LRCX LAM RESEARCH CORP COM NEW $225.59万0.10%5,206 -1,369-20.8% -$59.32万 减仓
CME CME GROUP INC COM $225.11万0.10%10,194 -587-5.4% -$12.96万 减仓
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF $222.13万0.10%63,411 2,5964.3% $9.09万 加仓
CVX CHEVRON CORPORATION COM $222.12万0.10%13,400 7966.3% $13.19万 加仓
UBER UBER TECHNOLOGIES INC COM $221.44万0.10%30,687 1,5105.2% $10.90万 加仓
BMY BRISTOL-MYERS SQUIBB CO COM $220.93万0.10%38,342 -322-0.8% -$1.86万 减仓
MUB ISHARES AMT-FREE MUNI BOND ETF $220.43万0.10%20,482 1,5098.0% $16.24万 加仓
AZN ASTRAZENECA PLC ORD $219.47万0.10%11,574 -399-3.3% -$7.57万 减仓
IR INGERSOLL RAND INC COM $217.68万0.10%26,549 2,1989.0% $18.02万 加仓
CVS CVS HEALTH CORP COM $217.62万0.10%21,036 3461.7% $3.58万 加仓
VV VANGUARD LARGE CAP $215.61万0.10%6,269 -265-4.1% -$9.11万 减仓
BND VANGUARD TOTAL BOND MARKET ETF $209.03万0.10%28,475 -192,025-87.1% -$1,409.64万 减仓
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF $208.44万0.10%48,318 7,04417.1% $30.39万 加仓
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF $208.24万0.10%50,667 1,1602.3% $4.77万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $207.76万0.09%2,153 -372-14.7% -$35.90万 减仓
DGT STATE STREET SPDR GLOBAL DOW ETF $205.62万0.09%11,127 -30-0.3% -$5,544 减仓
CSCO CISCO SYS INC $205.55万0.09%17,500 -197-1.1% -$2.31万 减仓
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF $204.75万0.09%20,850 220.1% $2,160 加仓
MELI MERCADOLIBRE INC $202.84万0.09%1,195 11010.1% $18.67万 加仓
HD HOME DEPOT $199.06万0.09%5,644 -109-1.9% -$3.84万 减仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $198.66万0.09%40,092 -323-0.8% -$1.60万 减仓
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF $198.44万0.09%38,325 -6,207-13.9% -$32.14万 减仓
VNQ VANGUARD REIT INDEX ETF $195.34万0.09%20,257 -117-0.6% -$1.13万 减仓
MU MICRON TECHNOLOGY $192.60万0.09%1,669 -364-17.9% -$42.00万 减仓
PWR QUANTA SERVICES INC $183.75万0.08%2,552 -30-1.2% -$2.16万 减仓
JCPB JPMORGAN CORE PLUS BOND ETF $183.05万0.08%38,996 9,02230.1% $42.35万 加仓
SPMO INVESCO S&P 500 MOMENTUM ETF $180.91万0.08%11,199 1,72918.3% $27.93万 加仓
DE DEERE & CO COM $177.96万0.08%2,806 1505.6% $9.51万 加仓
IJR ISHARES S&P SMALLCAP 600 ETF $173.50万0.08%11,698 2,24223.7% $33.25万 加仓
IBM INTL BUSINESS MACHINES $172.63万0.08%6,139 -380-5.8% -$10.69万 减仓
LNG CHENIERE ENERGY INC COM NEW $170.83万0.08%7,147 4,861212.6% $116.19万 加仓
TEL TE CONNECTIVITY LTD $169.58万0.08%8,411 -3,907-31.7% -$78.77万 减仓
TBIL F/M US TREASURY 3 MONTH BILL FUND $167.33万0.08%33,560 -4,936-12.8% -$24.61万 减仓
IVE ISHARES S&P 500 VALUE ETF $167.03万0.08%7,356 -923-11.1% -$20.96万 减仓