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 |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | $230.56万 | 0.27% | 12,638 | -1,075 | -7.8% | -$19.61万 | 减仓 |
| DINO | HF SINCLAIR CORP | $231.53万 | 0.27% | 37,110 | -16,105 | -30.3% | -$100.48万 | 减仓 |
| — | HONEYWELL INTL INC | $232.92万 | 0.27% | 10,305 | 577 | 5.9% | $13.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $238.49万 | 0.28% | 61,371 | -673 | -1.1% | -$2.62万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $247.50万 | 0.29% | 24,106 | 368 | 1.6% | $3.78万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $249.99万 | 0.29% | 87,072 | 19,655 | 29.2% | $56.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $251.15万 | 0.29% | 4,203 | -280 | -6.2% | -$16.73万 | 减仓 |
| KLAC | KLA CORP | $259.44万 | 0.30% | 1,762 | -370 | -17.4% | -$54.48万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $268.86万 | 0.31% | 6,050 | 50 | 0.8% | $2.22万 | 加仓 |
| ADBE | ADOBE INC | $268.99万 | 0.31% | 11,066 | 2,846 | 34.6% | $69.18万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $269.74万 | 0.32% | 79,662 | 7,206 | 9.9% | $24.40万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $277.04万 | 0.32% | 12,882 | -90 | -0.7% | -$1.94万 | 减仓 |
| PEP | PEPSICO INC | $284.98万 | 0.33% | 18,352 | 438 | 2.4% | $6.80万 | 加仓 |
| CLS | CELESTICA INC | $295.76万 | 0.35% | 10,500 | -5,996 | -36.3% | -$168.90万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $303.79万 | 0.36% | 37,709 | -880 | -2.3% | -$7.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $313.83万 | 0.37% | 15,168 | 233 | 1.6% | $4.82万 | 加仓 |
| DE | DEERE & CO | $313.93万 | 0.37% | 5,573 | -280 | -4.8% | -$15.77万 | 减仓 |
| ZTS | ZOETIS INC | $325.98万 | 0.38% | 27,576 | -1,211 | -4.2% | -$14.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $327.76万 | 0.38% | 5,040 | -221 | -4.2% | -$14.37万 | 减仓 |
| MCD | MCDONALDS CORP | $332.02万 | 0.39% | 10,683 | 334 | 3.2% | $10.38万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $333.94万 | 0.39% | 15,469 | 3,928 | 34.0% | $84.80万 | 加仓 |
| COP | CONOCOPHILLIPS | $335.97万 | 0.39% | 25,452 | -1,173 | -4.4% | -$15.48万 | 减仓 |
| OEF | ISHARES TR | $336.33万 | 0.39% | 10,574 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $345.93万 | 0.41% | 10,783 | 426 | 4.1% | $13.67万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $358.14万 | 0.42% | 62,199 | -14,888 | -19.3% | -$85.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $363.35万 | 0.43% | 6,295 | -25 | -0.4% | -$1.44万 | 减仓 |
| WMT | WALMART INC | $363.95万 | 0.43% | 29,285 | 1,516 | 5.5% | $18.84万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $366.41万 | 0.43% | 31,903 | -18 | -0.1% | -$2,067 | 减仓 |
| DIS | DISNEY WALT CO | $373.75万 | 0.44% | 38,778 | 646 | 1.7% | $6.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $376.25万 | 0.44% | 3,776 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $377.10万 | 0.44% | 11,466 | -299 | -2.5% | -$9.83万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $397.28万 | 0.47% | 100,731 | 6,998 | 7.5% | $27.60万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $399.11万 | 0.47% | 55,486 | 335 | 0.6% | $2.41万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $412.33万 | 0.48% | 78,123 | 5,449 | 7.5% | $28.76万 | 加仓 |
| CPAY | CORPAY INC | $420.13万 | 0.49% | 14,438 | -303 | -2.1% | -$8.82万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $439.41万 | 0.51% | 14,527 | -11 | -0.1% | -$3,327 | 减仓 |
| MA | MASTERCARD INCORPORATED | $443.00万 | 0.52% | 8,866 | -1,304 | -12.8% | -$65.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $457.87万 | 0.54% | 16,921 | 647 | 4.0% | $17.51万 | 加仓 |
| PFE | PFIZER INC | $464.97万 | 0.54% | 165,588 | 29,219 | 21.4% | $82.05万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $470.81万 | 0.55% | 176,930 | 9,087 | 5.4% | $24.18万 | 加仓 |
| PGR | PROGRESSIVE CORP | $479.16万 | 0.56% | 24,171 | 1,068 | 4.6% | $21.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $482.08万 | 0.56% | 77,195 | 6,126 | 8.6% | $38.26万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $502.51万 | 0.59% | 5,940 | 106 | 1.8% | $8.97万 | 加仓 |
| MRK | MERCK & CO INC | $502.60万 | 0.59% | 41,782 | 2,988 | 7.7% | $35.94万 | 加仓 |
| BA | BOEING CO | $506.82万 | 0.59% | 25,464 | -16 | -0.1% | -$3,185 | 减仓 |
| IBDR | ISHARES TR | $506.89万 | 0.59% | 209,114 | 10,149 | 5.1% | $24.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $521.67万 | 0.61% | 56,926 | 12,750 | 28.9% | $116.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $522.42万 | 0.61% | 36,169 | 300 | 0.8% | $4.33万 | 加仓 |
| GOOG | ALPHABET INC | $528.24万 | 0.62% | 18,415 | 552 | 3.1% | $15.83万 | 加仓 |
| CI | THE CIGNA GROUP | $529.14万 | 0.62% | 19,837 | 77 | 0.4% | $2.05万 | 加仓 |
| BOND | PIMCO ETF TR | $537.74万 | 0.63% | 58,273 | 2,216 | 4.0% | $20.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $556.54万 | 0.65% | 158,830 | 22,809 | 16.8% | $79.92万 | 加仓 |
| AGG | ISHARES TR | $575.69万 | 0.67% | 57,992 | 34,877 | 150.9% | $346.22万 | 加仓 |
| NFLX | NETFLIX INC. | $589.80万 | 0.69% | 61,342 | 40,797 | 198.6% | $392.26万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $609.96万 | 0.71% | 12,889 | -232 | -1.8% | -$10.98万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $616.21万 | 0.72% | 109,161 | 12,686 | 13.1% | $71.61万 | 加仓 |
| V | VISA INC | $643.53万 | 0.75% | 21,292 | -204 | -0.9% | -$6.17万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $685.32万 | 0.80% | 14,151 | -264 | -1.8% | -$12.79万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $714.56万 | 0.84% | 14,538 | -66 | -0.5% | -$3.24万 | 减仓 |
| LOW | LOWES COS INC | $740.84万 | 0.87% | 31,354 | 49 | 0.2% | $1.16万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $773.11万 | 0.91% | 62,967 | -1,177 | -1.8% | -$14.45万 | 减仓 |
| BLK | BLACKROCK INC | $784.73万 | 0.92% | 8,160 | -117 | -1.4% | -$11.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $821.83万 | 0.96% | 33,621 | 842 | 2.6% | $20.58万 | 加仓 |
| MINT | PIMCO ETF TR | $853.05万 | 1.00% | 84,822 | 23,792 | 39.0% | $239.27万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $861.90万 | 1.01% | 91,711 | -1,310 | -1.4% | -$12.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $885.99万 | 1.04% | 18,489 | 125 | 0.7% | $5.99万 | 加仓 |
| LIN | LINDE PLC | $913.21万 | 1.07% | 18,420 | 129 | 0.7% | $6.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $994.67万 | 1.16% | 16,457 | -87 | -0.5% | -$5.26万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,005.40万 | 1.18% | 14 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1,033.51万 | 1.21% | 35,433 | -1,240 | -3.4% | -$36.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,079.41万 | 1.26% | 61,893 | -377 | -0.6% | -$6.57万 | 减仓 |
| — | EXXON MOBIL CORP | $1,145.99万 | 1.34% | 67,546 | 664 | 1.0% | $11.27万 | 加仓 |
| AMGN | AMGEN INC | $1,284.76万 | 1.50% | 36,514 | -466 | -1.3% | -$16.40万 | 减仓 |
| META | META PLATFORMS INC | $1,541.44万 | 1.81% | 26,942 | -604 | -2.2% | -$34.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,618.48万 | 1.90% | 43,722 | 2,732 | 6.7% | $101.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,723.20万 | 2.02% | 80,652 | -1,263 | -1.5% | -$26.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,386.43万 | 2.79% | 81,127 | -1,184 | -1.4% | -$34.83万 | 减仓 |
| AMZN | AMAZON COM INC | $2,853.87万 | 3.34% | 137,027 | 3,081 | 2.3% | $64.17万 | 加仓 |
| AVGO | BROADCOM INC | $3,182.15万 | 3.73% | 102,813 | -2,934 | -2.8% | -$90.81万 | 减仓 |
| ABBV | ABBVIE INC | $3,196.34万 | 3.74% | 146,965 | 1,807 | 1.2% | $39.30万 | 加仓 |
| GOOGL | ALPHABET INC | $4,296.45万 | 5.03% | 149,411 | -3,380 | -2.2% | -$97.20万 | 减仓 |
| AAPL | APPLE INC | $6,613.18万 | 7.74% | 260,577 | 2,389 | 0.9% | $60.63万 | 加仓 |