13F 机构持仓

Aviance Capital Partners, LLC

NAPLES FL · SEC CIK 0001542383

2026Q22026Q1 更早 9 个季度 🔒
$9.63亿2026Q2 申报市值
388持仓数
34.8%前十大占比 · 第一大 7.9%
30 / 12新建仓 / 清仓
申报市值走势$9.63亿2026Q2
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

AAPL 7.9%
GOOGL 5.5%
AVGO 4.0%
ABBV 3.8%
AMZN 3.4%
JPM 2.8%
LRCX 2.6%
MSFT 1.8%
META 1.5%
AMGN 1.4%

2026Q2 买入最多 按季末市值估算

MINT 加仓+$210.95万
NVO 加仓+$191.26万
NFLX 加仓+$153.32万
HONA 新建仓+$114.19万
BCAT 加仓+$107.76万

2026Q2 卖出最多 按季末市值估算

LRCX 减仓-$975.21万
AGG 减仓-$303.23万
HON 减仓-$115.72万
IUSB 清仓-$87.19万
ROCK 清仓-$82.87万

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
DD DUPONT DE NEMOURS INC $37.08万0.04%2,734 -5,508-66.8% -$74.71万 减仓
SJM SMUCKER J M CO $37.22万0.04%3,308 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $37.38万0.04%900 10012.5% $4.15万 加仓
D DOMINION ENERGY INC $37.40万0.04%5,477 -58-1.0% -$3,961 减仓
VYM VANGUARD WHITEHALL FDS $37.56万0.04%2,377 00.0% — 不变
NHI NATIONAL HEALTH INVS INC $38.07万0.04%4,992 681.4% $5,186 加仓
PDI PIMCO DYNAMIC INCOME FD $38.34万0.04%22,958 930.4% $1,553 加仓
IDXX IDEXX LABS INC $39.48万0.04%750 00.0% — 不变
IWM ISHARES TR $39.54万0.04%1,316 00.0% — 不变
VO VANGUARD INDEX FDS $39.93万0.04%4,956 00.0% — 不变
GTX GARRETT MOTION INC $40.04万0.04%11,051 00.0% — 不变
AFL AFLAC INC $40.22万0.04%3,430 00.0% — 不变
APH AMPHENOL CORP $40.50万0.04%2,297 150.7% $2,645 加仓
ALRS ALERUS FINL CORP $40.77万0.04%13,111 00.0% — 不变
— ELLSWORTH GROWTH & INCOME FD $40.83万0.04%30,905 1510.5% $1,995 加仓
SCHX SCHWAB STRATEGIC TR $40.91万0.04%13,899 8516.5% $2.50万 加仓
EXPO EXPONENT INC $41.13万0.04%7,000 00.0% — 不变
VB VANGUARD INDEX FDS $41.38万0.04%1,365 00.0% — 不变
MLI MUELLER INDS INC $41.41万0.04%3,369 2197.0% $2.69万 加仓
DFUV DIMENSIONAL ETF TRUST $41.60万0.04%7,562 -1-0.0% -$55 减仓
BTSG BRIGHTSPRING HEALTH SVCS INC $41.84万0.04%6,000 6,000— $41.84万 新建仓
MDT MEDTRONIC PLC $41.89万0.04%5,355 681.3% $5,320 加仓
PAA PLAINS ALL AMERN PIPELINE L $42.04万0.04%18,884 00.0% — 不变
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $42.44万0.04%14,080 1831.3% $5,515 加仓
JPSE J P MORGAN EXCHANGE TRADED F $42.80万0.04%7,113 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $43.42万0.05%15,674 10.0% $28 加仓
KMI KINDER MORGAN INC DEL $43.55万0.05%13,623 1,82015.4% $5.82万 加仓
SWKS SKYWORKS SOLUTIONS INC $43.77万0.05%6,456 -117-1.8% -$7,933 减仓
CVS CVS HEALTH CORP $44.48万0.05%4,300 3027.6% $3.12万 加仓
— WESTERN ASSET MTG DEFINED OP $45.18万0.05%42,188 1,0142.5% $1.09万 加仓
SBUX STARBUCKS CORP $45.56万0.05%4,458 1503.5% $1.53万 加仓
FTNT FORTINET INC $46.09万0.05%3,000 00.0% — 不变
— KKR INCOME OPPORTUNITIES FD $46.22万0.05%41,051 1,0652.7% $1.20万 加仓
SNDK SANDISK CORP $46.61万0.05%205 205— $46.61万 新建仓
ROKU ROKU INC $47.52万0.05%3,440 -166-4.6% -$2.29万 减仓
MAR MARRIOTT INTL INC NEW $47.66万0.05%1,286 -200-13.5% -$7.41万 减仓
SCHB SCHWAB STRATEGIC TR $47.97万0.05%16,563 00.0% — 不变
PNW PINNACLE WEST CAP CORP $48.15万0.05%4,500 00.0% — 不变
— WESTERN ASSET INVESTMENT GRA $48.44万0.05%39,963 1,6494.3% $2.00万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $48.57万0.05%5,187 00.0% — 不变
TJX TJX COS INC NEW $48.75万0.05%3,218 -5-0.2% -$758 减仓
— HANCOCK JOHN INVS TR $48.90万0.05%36,714 8702.4% $1.16万 加仓
ISTB ISHARES TR $49.25万0.05%10,207 -22-0.2% -$1,061 减仓
PRU PRUDENTIAL FINL INC $50.01万0.05%4,633 -208-4.3% -$2.25万 减仓
ET ENERGY TRANSFER L P $50.03万0.05%26,167 00.0% — 不变
KVUE KENVUE INC $50.28万0.05%26,310 1,7837.3% $3.41万 加仓
PH PARKER-HANNIFIN CORP $50.47万0.05%516 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $50.95万0.05%528 -285-35.1% -$27.50万 减仓
SUB ISHARES TR $52.36万0.05%4,918 -3,126-38.9% -$33.28万 减仓
GUG GUGGENHEIM ACTIVE ALLOC FD $52.60万0.05%32,915 1,2483.9% $1.99万 加仓
BHP BHP BILLITON LIMITED $52.88万0.05%6,347 2,69173.6% $22.42万 加仓
BTT BLACKROCK MUN TARGET TERM TR $53.04万0.06%23,313 -18-0.1% -$409 减仓
ANGL VANECK ETF TRUST $53.57万0.06%18,321 -145-0.8% -$4,240 减仓
CASK MGP INGREDIENTS INC NEW $54.07万0.06%30,861 30,861— $54.07万 新建仓
ISRG INTUITIVE SURGICAL INC $55.36万0.06%1,392 -15-1.1% -$5,965 减仓
IVW ISHARES TR $55.44万0.06%4,031 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $55.82万0.06%10,008 20.0% $112 加仓
TSLA TESLA INC $57.34万0.06%1,363 -638-31.9% -$26.84万 减仓
INGR INGREDION INC $57.45万0.06%6,066 87116.8% $8.25万 加仓
— WESTERN ASSET INFLT LNK INC $57.93万0.06%71,252 2,4643.6% $2.00万 加仓
ECL ECOLAB INC $58.65万0.06%2,105 00.0% — 不变
RY ROYAL BK CDA $59.05万0.06%2,853 00.0% — 不变
XLF SELECT SECTOR SPDR TR $59.24万0.06%11,051 500.5% $2,680 加仓
LOB LIVE OAK BANCSHARES INC $59.26万0.06%14,510 170.1% $694 加仓
VXUS VANGUARD STAR FDS $59.35万0.06%6,942 3,507102.1% $29.98万 加仓
FAD FIRST TR EXCHANGE-TRADED ALP $59.49万0.06%2,975 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $59.99万0.06%11,370 90.1% $475 加仓
MPC MARATHON PETE CORP $60.62万0.06%2,371 00.0% — 不变
PYPL PAYPAL HLDGS INC $61.03万0.06%14,134 -1,009-6.7% -$4.36万 减仓
T AT&T INC $62.09万0.06%29,995 2,2728.2% $4.70万 加仓
DLY DOUBLELINE YIELD OPPORTUNITI $62.42万0.06%44,367 8421.9% $1.18万 加仓
MCK MCKESSON CORP $62.71万0.07%830 00.0% — 不变
SH PROSHARES TR $62.74万0.07%19,000 -2,500-11.6% -$8.26万 减仓
SU SUNCOR ENERGY INC NEW $62.88万0.07%11,713 00.0% — 不变
HLIO HELIOS TECHNOLOGIES INC $63.25万0.07%7,087 00.0% — 不变
ACN ACCENTURE PLC IRELAND $63.83万0.07%5,129 5,129— $63.83万 新建仓
NDAQ NASDAQ INC $64.04万0.07%8,125 00.0% — 不变
Q QNITY ELECTRONICS INC $64.11万0.07%3,926 20.1% $327 加仓
TOST TOAST INC $64.29万0.07%23,108 23,108— $64.29万 新建仓
EW EDWARDS LIFESCIENCES CORP $65.08万0.07%7,194 00.0% — 不变
DHR DANAHER CORP DEL $65.26万0.07%3,426 1574.8% $2.99万 加仓
TFC TRUIST FINL CORP $66.46万0.07%13,340 00.0% — 不变
GEV GE VERNOVA INC $67.46万0.07%574 305.5% $3.53万 加仓
GE GE AEROSPACE $67.52万0.07%1,807 25116.1% $9.38万 加仓
ECAT BLACKROCK ESG CAP ALLC TERM $68.02万0.07%43,269 2,5726.3% $4.04万 加仓
EVR EVERCORE INC $69.24万0.07%2,028 -70-3.3% -$2.39万 减仓
GILD GILEAD SCIENCES INC $70.08万0.07%5,547 76315.9% $9.64万 加仓
DNP DNP SELECT INCOME FD INC $70.59万0.07%65,420 1370.2% $1,478 加仓
UPS UNITED PARCEL SVCS INC $70.61万0.07%6,568 -420-6.0% -$4.51万 减仓
QLYS QUALYS INC $70.70万0.07%5,142 5,142— $70.70万 新建仓
GLD SPDR GOLD TR $70.77万0.07%1,921 30018.5% $11.05万 加仓
CAT CATERPILLAR INC $72.29万0.08%679 10317.9% $10.97万 加仓
TBIL RBB FD INC $73.11万0.08%14,664 1,34410.1% $6.70万 加仓
DIA STATE STR SPDR DOW JONES IND $73.60万0.08%1,409 00.0% — 不变
BX BLACKSTONE INC $73.64万0.08%6,258 -68-1.1% -$8,002 减仓
HIG HARTFORD INSURANCE GROUP INC $73.71万0.08%5,562 00.0% — 不变
RSPT INVESCO EXCHANGE TRADED FD T $74.50万0.08%11,550 00.0% — 不变
— PGIM HIGH YIELD BOND FUND IN $75.50万0.08%57,813 1,4422.6% $1.88万 加仓
MMM 3M CO $77.12万0.08%4,763 93524.4% $15.14万 加仓
XYZ BLOCK INC $78.91万0.08%10,383 00.0% — 不变