FDx Advisors, Inc.
BERWYN PA · SEC CIK 0001566601
$3.32亿2026Q2 申报市值
179持仓数
39.5%前十大占比 · 第一大 5.2%
13 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$269.83万
BND 加仓+$204.16万
IGV 新建仓+$185.40万
SPYG 加仓+$143.60万
SPEM 新建仓+$139.80万
2026Q2 卖出最多 按季末市值估算
VLUE 清仓-$186.70万
KBE 减仓-$145.78万
EEMA 清仓-$130.20万
IEFA 减仓-$123.24万
RSPN 减仓-$112.65万
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $1,721.40万 | 5.19% | 234,490 | 27,811 | 13.5% | $204.16万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $1,534.90万 | 4.63% | 185,287 | -9,246 | -4.8% | -$76.59万 | 减仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $1,527.80万 | 4.61% | 171,645 | -6,890 | -3.9% | -$61.33万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $1,453.80万 | 4.38% | 117,083 | -1,909 | -1.6% | -$23.70万 | 减仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $1,430.70万 | 4.31% | 59,013 | -2,530 | -4.1% | -$61.34万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $1,388.70万 | 4.19% | 524,025 | -18,092 | -3.3% | -$47.94万 | 减仓 |
| IVV | ISHARES TR CORE SP500 ETF | $1,164.10万 | 3.51% | 15,544 | 3,603 | 30.2% | $269.83万 | 加仓 |
| SPYG | SPDR SERIES TRUST ST STR P500GRW | $1,039.50万 | 3.13% | 87,364 | 12,069 | 16.0% | $143.60万 | 加仓 |
| MBB | ISHARES TR MBS ETF | $1,016.50万 | 3.06% | 107,539 | -10,390 | -8.8% | -$98.21万 | 减仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $816.10万 | 2.46% | 82,452 | -588 | -0.7% | -$5.82万 | 减仓 |
| IJR | ISHARES TR CORE SP SCP ETF | $694.80万 | 2.09% | 46,848 | -2,142 | -4.4% | -$31.77万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS ST STR PO EX ETF | $633.50万 | 1.91% | 125,711 | -3,556 | -2.8% | -$17.92万 | 减仓 |
| MGC | VANGUARD WORLD FD MEGA CAP INDEX | $618.30万 | 1.86% | 22,597 | -909 | -3.9% | -$24.87万 | 减仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $576.70万 | 1.74% | 66,950 | -2,392 | -3.4% | -$20.60万 | 减仓 |
| SPIB | SPDR SERIES TRUST ST INTER BD ETF | $560.20万 | 1.69% | 167,438 | -3,625 | -2.1% | -$12.13万 | 减仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $541.30万 | 1.63% | 49,071 | -1,511 | -3.0% | -$16.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $479.00万 | 1.44% | 23,939 | -157 | -0.7% | -$3.14万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F US QUALTY FCTR | $478.50万 | 1.44% | 66,194 | 2,952 | 4.7% | $21.34万 | 加仓 |
| IGIB | ISHARES TR ISHS 510YR INVT | $415.90万 | 1.25% | 78,217 | -5,487 | -6.6% | -$29.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $387.10万 | 1.17% | 8,106 | 139 | 1.7% | $6.64万 | 加仓 |
| CMDY | ISHARES U S ETF TR BLOOMBERG ROLL | $386.70万 | 1.17% | 70,022 | -3,839 | -5.2% | -$21.20万 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $386.60万 | 1.17% | 51,205 | -3,281 | -6.0% | -$24.77万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $386.50万 | 1.17% | 40,021 | -12,761 | -24.2% | -$123.24万 | 减仓 |
| SDY | SPDR SERIES TRUST ST STR SP DIV | $372.90万 | 1.12% | 24,505 | -25 | -0.1% | -$3,804 | 减仓 |
| VBR | VANGUARD INDEX FDS SM CP VAL ETF | $367.90万 | 1.11% | 15,140 | -602 | -3.8% | -$14.63万 | 减仓 |
| JMBS | JANUS DETROIT STR TR HENDERSON MTG | $361.20万 | 1.09% | 80,279 | -16,214 | -16.8% | -$72.95万 | 减仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $357.20万 | 1.08% | 37,047 | -1,359 | -3.5% | -$13.10万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF | $347.50万 | 1.05% | 22,521 | -1,549 | -6.4% | -$23.90万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF | $341.60万 | 1.03% | 63,217 | -1,312 | -2.0% | -$7.09万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $320.20万 | 0.97% | 8,585 | -160 | -1.8% | -$5.97万 | 减仓 |
| IPAC | ISHARES TR CORE MSCI PAC | $319.40万 | 0.96% | 38,988 | -2,056 | -5.0% | -$16.84万 | 减仓 |
| BCD | ABRDN ETFS BBRG ALL COMMDY | $313.20万 | 0.94% | 91,701 | -3,431 | -3.6% | -$11.72万 | 减仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $311.10万 | 0.94% | 14,277 | -673 | -4.5% | -$14.66万 | 减仓 |
| IHF | ISHARES TR US HLTHCR PR ETF | $267.70万 | 0.81% | 48,388 | 4,665 | 10.7% | $25.81万 | 加仓 |
| AAPL | APPLE INC COM | $266.40万 | 0.80% | 9,208 | 389 | 4.4% | $11.25万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $252.00万 | 0.76% | 49,826 | -1,245 | -2.4% | -$6.30万 | 减仓 |
| KBE | SPDR SERIES TRUST ST STR SP BANK | $241.50万 | 0.73% | 35,400 | -21,369 | -37.6% | -$145.78万 | 减仓 |
| VB | VANGUARD INDEX FDS SMALL CP ETF | $233.40万 | 0.70% | 7,701 | -303 | -3.8% | -$9.18万 | 减仓 |
| SPTL | SPDR SERIES TRUST ST LON TREAS ETF | $229.80万 | 0.69% | 87,607 | 4,395 | 5.3% | $11.53万 | 加仓 |
| AMZN | AMAZON COM INC COM | $215.50万 | 0.65% | 9,040 | -83 | -0.9% | -$1.98万 | 减仓 |
| TLT | ISHARES TR 20 YR TR BD ETF | $206.00万 | 0.62% | 23,835 | -4,472 | -15.8% | -$38.65万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T SP500 EQL IND | $191.70万 | 0.58% | 29,959 | -17,605 | -37.0% | -$112.65万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS LONG TERM BOND | $186.60万 | 0.56% | 27,075 | -890 | -3.2% | -$6.13万 | 减仓 |
| IGV | ISHARES TR EXPANDED TECH | $185.40万 | 0.56% | 20,458 | 20,458 | — | $185.40万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | $177.60万 | 0.54% | 1,840 | -368 | -16.7% | -$35.52万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $174.50万 | 0.53% | 16,795 | -4 | -0.0% | -$416 | 减仓 |
| NBIS | NEBIUS GROUP NV SHS CLASS A | $167.60万 | 0.51% | 6,070 | -2,577 | -29.8% | -$71.15万 | 减仓 |
| AVGO | BROADCOM INC COM | $166.20万 | 0.50% | 4,399 | -422 | -8.8% | -$15.94万 | 减仓 |
| META | META PLATFORMS INC CL A | $164.80万 | 0.50% | 2,925 | -31 | -1.0% | -$1.75万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY ETF | $162.80万 | 0.49% | 58,759 | -1,690 | -2.8% | -$4.68万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $162.70万 | 0.49% | 818 | 45 | 5.8% | $8.95万 | 加仓 |
| SCZ | ISHARES TR EAFE SML CP ETF | $162.10万 | 0.49% | 19,704 | -195 | -1.0% | -$1.60万 | 减仓 |
| DWX | SPDR INDEX SHS FDS ST SP INTL ETF | $157.40万 | 0.47% | 34,244 | 358 | 1.1% | $1.65万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $145.60万 | 0.44% | 4,122 | -45 | -1.1% | -$1.59万 | 减仓 |
| GRID | FIRST TR EXCHANGETRADED FD NASDQ CLN EDGE | $144.60万 | 0.44% | 7,542 | -451 | -5.6% | -$8.65万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $140.40万 | 0.42% | 2,198 | -289 | -11.6% | -$18.46万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS ST PORT MARK ETF | $139.80万 | 0.42% | 26,999 | 26,999 | — | $139.80万 | 新建仓 |
| PSK | SPDR SERIES TRUST ST STR PFD ETF | $138.30万 | 0.42% | 45,286 | -6,705 | -12.9% | -$20.48万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $133.50万 | 0.40% | 16,573 | -511 | -3.0% | -$4.12万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR ST STR DISCR ETF | $129.50万 | 0.39% | 11,041 | 558 | 5.3% | $6.54万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $129.50万 | 0.39% | 3,624 | -4 | -0.1% | -$1,429 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $129.10万 | 0.39% | 13,469 | -902 | -6.3% | -$8.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $120.80万 | 0.36% | 6,678 | -409 | -5.8% | -$7.40万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $116.90万 | 0.35% | 23,276 | -79 | -0.3% | -$3,968 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $108.90万 | 0.33% | 3,626 | -213 | -5.5% | -$6.40万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF | $96.90万 | 0.29% | 42,275 | -8,338 | -16.5% | -$19.11万 | 减仓 |
| CSCO | CISCO SYS INC COM | $90.50万 | 0.27% | 7,703 | -923 | -10.7% | -$10.84万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $84.00万 | 0.25% | 5,362 | 1,206 | 29.0% | $18.89万 | 加仓 |
| IEF | ISHARES TR 7 10 YR TRSY BD | $81.80万 | 0.25% | 8,655 | -755 | -8.0% | -$7.14万 | 减仓 |
| TSLA | TESLA INC COM | $76.50万 | 0.23% | 1,818 | -314 | -14.7% | -$13.21万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK ADDED | $76.50万 | 0.23% | 4,480 | 4,480 | — | $76.50万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $74.40万 | 0.22% | 9,509 | -11 | -0.1% | -$861 | 减仓 |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | $73.70万 | 0.22% | 3,728 | -22 | -0.6% | -$4,349 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $71.80万 | 0.22% | 3,788 | -766 | -16.8% | -$14.52万 | 减仓 |
| ALAB | ASTERA LABS INC COM | $71.40万 | 0.22% | 1,479 | -660 | -30.9% | -$31.86万 | 减仓 |
| LIN | LINDE PLC SHS | $69.80万 | 0.21% | 1,345 | -63 | -4.5% | -$3.27万 | 减仓 |
| JPM | JPMORGAN CHASECO COM | $68.60万 | 0.21% | 2,096 | -329 | -13.6% | -$10.77万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $67.80万 | 0.20% | 2,857 | 19 | 0.7% | $4,509 | 加仓 |
| EMB | ISHARES TR JPMORGAN USD EMG | $66.80万 | 0.20% | 6,927 | -1,011 | -12.7% | -$9.75万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $66.80万 | 0.20% | 1,542 | -200 | -11.5% | -$8.66万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $66.60万 | 0.20% | 1,451 | 358 | 32.8% | $16.43万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | $65.90万 | 0.20% | 8,344 | 250 | 3.1% | $1.97万 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $65.40万 | 0.20% | 7,887 | 5,146 | 187.7% | $42.67万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $64.70万 | 0.20% | 1,256 | -37 | -2.9% | -$1.91万 | 减仓 |
| TRP | TC ENERGY CORP COM | $64.40万 | 0.19% | 9,713 | 6,186 | 175.4% | $41.01万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $63.00万 | 0.19% | 10,207 | -1,579 | -13.4% | -$9.75万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $60.40万 | 0.18% | 6,970 | -226 | -3.1% | -$1.96万 | 减仓 |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $59.50万 | 0.18% | 1,942 | 1 | 0.1% | $306 | 加仓 |
| UBS | UBS GROUP AG SHS | $58.50万 | 0.18% | 11,797 | -234 | -1.9% | -$1.16万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $55.40万 | 0.17% | 5,703 | -95 | -1.6% | -$9,228 | 减仓 |
| TLN | TALEN ENERGY CORP COM | $55.20万 | 0.17% | 1,436 | -26 | -1.8% | -$9,994 | 减仓 |
| V | VISA INC COM CL A | $54.70万 | 0.16% | 1,595 | -169 | -9.6% | -$5.80万 | 减仓 |
| RWO | SPDR INDEX SHS FDS ST DOW GLOBA ETF | $54.50万 | 0.16% | 10,961 | 14 | 0.1% | $696 | 加仓 |
| IGLB | ISHARES TR 10 YR INVST GRD | $53.20万 | 0.16% | 10,638 | -1,457 | -12.0% | -$7.29万 | 减仓 |
| JNJ | JOHNSONJOHNSON COM | $52.40万 | 0.16% | 2,062 | -362 | -14.9% | -$9.20万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $51.50万 | 0.16% | 15,208 | -428 | -2.7% | -$1.45万 | 减仓 |
| ABBV | ABBVIE INC COM | $50.00万 | 0.15% | 1,988 | -10 | -0.5% | -$2,515 | 减仓 |
| BAC | BANK OF AMER CORP COM | $46.80万 | 0.14% | 8,215 | -1,985 | -19.5% | -$11.31万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR US AGGREGATE B | $45.20万 | 0.14% | 19,545 | -87 | -0.4% | -$2,012 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $44.20万 | 0.13% | 1,320 | -773 | -36.9% | -$25.88万 | 减仓 |