Aviance Capital Partners, LLC
NAPLES FL · SEC CIK 0001542383
$8.54亿2026Q1 申报市值
368持仓数
33.6%前十大占比 · 第一大 7.7%
20 / 12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
NFLX 加仓+$392.26万
AGG 加仓+$346.22万
MINT 加仓+$239.27万
BIL 加仓+$116.84万
MSFT 加仓+$101.13万
2026Q1 卖出最多 按季末市值估算
FDX 减仓-$228.89万
NTR 清仓-$170.31万
CLS 减仓-$168.90万
ENVA 减仓-$151.97万
TOL 减仓-$128.89万
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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $35.67万 | 0.04% | 2,943 | -4,684 | -61.4% | -$56.77万 | 减仓 |
| VB | VANGUARD INDEX FDS | $35.75万 | 0.04% | 1,365 | 381 | 38.7% | $9.98万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $36.65万 | 0.04% | 7,563 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $37.06万 | 0.04% | 13,897 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $37.07万 | 0.04% | 10,086 | -102 | -1.0% | -$3,749 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $37.29万 | 0.04% | 7,113 | 0 | 0.0% | — | 不变 |
| EZPW | EZCORP INC | $37.45万 | 0.04% | 14,756 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $37.63万 | 0.04% | 3,430 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $37.75万 | 0.04% | 8,242 | -18 | -0.2% | -$824 | 减仓 |
| SBUX | STARBUCKS CORP | $38.60万 | 0.05% | 4,308 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $38.79万 | 0.05% | 15,673 | -2,275 | -12.7% | -$5.63万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $39.12万 | 0.05% | 22,865 | 205 | 0.9% | $3,508 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $39.43万 | 0.05% | 5,187 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $39.58万 | 0.05% | 11,803 | -592 | -4.8% | -$1.98万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $39.82万 | 0.05% | 4,924 | -190 | -3.7% | -$1.54万 | 减仓 |
| CAT | CATERPILLAR INC | $40.81万 | 0.05% | 576 | -7 | -1.2% | -$4,959 | 减仓 |
| LEGH | LEGACY HOUSING CORP | $41.21万 | 0.05% | 20,173 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $41.57万 | 0.05% | 16,563 | -2,400 | -12.7% | -$6.02万 | 减仓 |
| IDXX | IDEXX LABS INC | $42.14万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $42.17万 | 0.05% | 18,884 | 1,325 | 7.5% | $2.96万 | 加仓 |
| KVUE | KENVUE INC | $42.28万 | 0.05% | 24,527 | -1,934 | -7.3% | -$3.33万 | 减仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $42.39万 | 0.05% | 41,234 | -3,631 | -8.1% | -$3.73万 | 减仓 |
| APP | APPLOVIN CORP | $42.71万 | 0.05% | 1,073 | -1,100 | -50.6% | -$43.78万 | 减仓 |
| — | KKR INCOME OPPORTUNITIES FD | $43.98万 | 0.05% | 39,986 | 487 | 1.2% | $5,357 | 加仓 |
| GE | GE AEROSPACE | $44.15万 | 0.05% | 1,556 | -22 | -1.4% | -$6,243 | 减仓 |
| — | WESTERN ASSET MTG DEFINED OP | $44.26万 | 0.05% | 41,174 | 626 | 1.5% | $6,729 | 加仓 |
| CRM | SALESFORCE INC | $44.89万 | 0.05% | 2,405 | 428 | 21.6% | $7.99万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $45.28万 | 0.05% | 3,924 | 2 | 0.1% | $231 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $45.34万 | 0.05% | 4,500 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $45.59万 | 0.05% | 4,031 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $45.67万 | 0.05% | 7,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $45.81万 | 0.05% | 5,287 | -30 | -0.6% | -$2,599 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $45.86万 | 0.05% | 7,087 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $45.90万 | 0.05% | 10,006 | 3 | 0.0% | $138 | 加仓 |
| RY | ROYAL BK CDA | $46.16万 | 0.05% | 2,853 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $46.19万 | 0.05% | 516 | 1 | 0.2% | $895 | 加仓 |
| — | HANCOCK JOHN INVT TR II | $46.27万 | 0.05% | 35,844 | 148 | 0.4% | $1,911 | 加仓 |
| — | WESTERN ASSET INVESTMENT GRA | $46.34万 | 0.05% | 38,314 | 250 | 0.7% | $3,024 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $47.28万 | 0.06% | 2,975 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $47.29万 | 0.06% | 4,841 | 319 | 7.1% | $3.12万 | 加仓 |
| GEV | GE VERNOVA INC | $47.50万 | 0.06% | 544 | 126 | 30.1% | $11.00万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $47.93万 | 0.06% | 14,493 | -2,789 | -16.1% | -$9.22万 | 减仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $48.20万 | 0.06% | 31,667 | 47 | 0.1% | $715 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $48.60万 | 0.06% | 1,486 | -300 | -16.8% | -$9.81万 | 减仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $48.72万 | 0.06% | 40,835 | 873 | 2.2% | $1.04万 | 加仓 |
| ISTB | ISHARES TR | $49.57万 | 0.06% | 10,229 | 874 | 9.3% | $4.24万 | 加仓 |
| ET | ENERGY TRANSFER L P | $50.50万 | 0.06% | 26,167 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $51.47万 | 0.06% | 3,223 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $52.28万 | 0.06% | 11,550 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $52.29万 | 0.06% | 12,555 | 84 | 0.7% | $3,499 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $52.96万 | 0.06% | 23,331 | 11,218 | 92.6% | $25.47万 | 加仓 |
| ANGL | VANECK ETF TRUST | $53.03万 | 0.06% | 18,466 | 1,459 | 8.6% | $4.19万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $54.31万 | 0.06% | 11,001 | 75 | 0.7% | $3,703 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $54.44万 | 0.06% | 5,800 | -1,200 | -17.1% | -$11.26万 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $55.27万 | 0.06% | 40,697 | 40,697 | — | $55.27万 | 新建仓 |
| — | WESTERN ASSET INFLT LNK INC | $55.58万 | 0.07% | 68,788 | 488 | 0.7% | $3,943 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $55.59万 | 0.07% | 11,361 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $55.59万 | 0.07% | 3,828 | -400 | -9.5% | -$5.81万 | 减仓 |
| ECL | ECOLAB INC | $56.00万 | 0.07% | 2,105 | -15 | -0.7% | -$3,990 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $57.61万 | 0.07% | 7,194 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $57.90万 | 0.07% | 2,371 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $58.53万 | 0.07% | 5,195 | 5,195 | — | $58.53万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $58.95万 | 0.07% | 7,926 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $59.25万 | 0.07% | 4,601 | 397 | 9.4% | $5.11万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $60.59万 | 0.07% | 43,525 | 10,499 | 31.8% | $14.61万 | 加仓 |
| TFC | TRUIST FINL CORP | $61.32万 | 0.07% | 13,340 | -484 | -3.5% | -$2.22万 | 减仓 |
| DHR | DANAHER CORP DEL | $61.98万 | 0.07% | 3,269 | 66 | 2.1% | $1.25万 | 加仓 |
| XYZ | BLOCK INC | $62.48万 | 0.07% | 10,383 | -22 | -0.2% | -$1,324 | 减仓 |
| EVR | EVERCORE INC | $62.63万 | 0.07% | 2,098 | -30 | -1.4% | -$8,955 | 减仓 |
| IWB | ISHARES TR | $62.97万 | 0.07% | 1,766 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $63.33万 | 0.07% | 105,723 | 13 | 0.0% | $78 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $64.86万 | 0.08% | 1,407 | 0 | 0.0% | — | 不变 |
| MEOH | METHANEX CORP | $64.90万 | 0.08% | 10,900 | 10,900 | — | $64.90万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $65.26万 | 0.08% | 1,409 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $65.87万 | 0.08% | 7,150 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $66.41万 | 0.08% | 13,320 | -400 | -2.9% | -$1.99万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $66.67万 | 0.08% | 4,784 | -262 | -5.2% | -$3.65万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $67.24万 | 0.08% | 65,283 | 126 | 0.2% | $1,298 | 加仓 |
| KWR | QUAKER HOUGHTON | $68.02万 | 0.08% | 5,475 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $68.49万 | 0.08% | 15,143 | -2,047 | -11.9% | -$9.26万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $68.75万 | 0.08% | 6,988 | 427 | 6.5% | $4.20万 | 加仓 |
| NDAQ | NASDAQ INC | $68.97万 | 0.08% | 8,125 | -40 | -0.5% | -$3,396 | 减仓 |
| GLD | SPDR GOLD TR | $69.75万 | 0.08% | 1,621 | -781 | -32.5% | -$33.61万 | 减仓 |
| MCK | MCKESSON CORP | $71.82万 | 0.08% | 830 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $72.45万 | 0.08% | 2,453 | 50 | 2.1% | $1.48万 | 加仓 |
| BX | BLACKSTONE INC | $72.74万 | 0.09% | 6,326 | -68 | -1.1% | -$7,819 | 减仓 |
| C | CITIGROUP INC | $74.01万 | 0.09% | 6,526 | -810 | -11.0% | -$9.19万 | 减仓 |
| GLW | CORNING INC | $74.09万 | 0.09% | 5,449 | 513 | 10.4% | $6.98万 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $74.18万 | 0.09% | 56,371 | 68 | 0.1% | $895 | 加仓 |
| TSLA | TESLA INC | $74.39万 | 0.09% | 2,001 | -511 | -20.3% | -$19.00万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $74.67万 | 0.09% | 4,617 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $75.21万 | 0.09% | 5,562 | -25 | -0.4% | -$3,381 | 减仓 |
| VLO | VALERO ENERGY CORP | $75.98万 | 0.09% | 3,075 | 500 | 19.4% | $12.35万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $76.29万 | 0.09% | 24,616 | -15,105 | -38.0% | -$46.81万 | 减仓 |
| UPWK | UPWORK INC | $76.43万 | 0.09% | 69,732 | 23,238 | 50.0% | $25.47万 | 加仓 |
| ADI | ANALOG DEVICES INC | $77.34万 | 0.09% | 2,431 | 11 | 0.5% | $3,500 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $77.43万 | 0.09% | 11,713 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $78.31万 | 0.09% | 37,167 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $79.98万 | 0.09% | 14,015 | -459 | -3.2% | -$2.62万 | 减仓 |
| T | AT&T INC | $80.37万 | 0.09% | 27,723 | -713 | -2.5% | -$2.07万 | 减仓 |