Advocacy Wealth Management, LLC
ATLANTA GA · SEC CIK 0001569452
$22.61亿2026Q1 申报市值
143持仓数
50.0%前十大占比 · 第一大 13.5%
7 / 6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
SPYM 加仓+$5,611.05万
BNDX 加仓+$2,116.98万
IUSB 新建仓+$1,874.79万
CLOA 加仓+$1,618.85万
LDUR 加仓+$1,618.49万
2026Q1 卖出最多 按季末市值估算
EFV 减仓-$7,499.23万
XLG 减仓-$6,205.12万
DYNF 减仓-$2,819.79万
IAU 减仓-$1,703.00万
SIVR 清仓-$1,638.33万
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 |
|---|---|---|---|---|---|---|---|---|
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -242,213 | -100.0% | -$1,638.33万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -89,441 | -100.0% | -$861.14万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -23,463 | -100.0% | -$503.94万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -37,650 | -100.0% | -$97.48万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -1,104 | -100.0% | -$66.60万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,377 | -100.0% | -$27.50万 | 清仓 |
| CARY | ANGEL OAK FUNDS TRUST | $22.09万 | 0.01% | 10,633 | -3,006 | -22.0% | -$6.24万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $22.17万 | 0.01% | 2,601 | -18 | -0.7% | -$1,534 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $22.38万 | 0.01% | 2,387 | -106 | -4.3% | -$9,936 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $22.98万 | 0.01% | 3,987 | -160 | -3.9% | -$9,222 | 减仓 |
| LONZ | PIMCO ETF TR | $23.56万 | 0.01% | 4,772 | -1,365 | -22.2% | -$6.74万 | 减仓 |
| VV | VANGUARD INDEX FDS | $23.58万 | 0.01% | 789 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.92万 | 0.01% | 847 | 847 | — | $24.92万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $28.35万 | 0.01% | 1,305 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $31.24万 | 0.01% | 1,510 | 1,510 | — | $31.24万 | 新建仓 |
| QCOM | QUALCOMM INC | $32.77万 | 0.01% | 2,545 | 3 | 0.1% | $386 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $37.41万 | 0.02% | 7,564 | -758 | -9.1% | -$3.75万 | 减仓 |
| — | ELECTRONIC ARTS INC | $39.24万 | 0.02% | 1,925 | 6 | 0.3% | $1,223 | 加仓 |
| PEP | PEPSICO INC | $47.47万 | 0.02% | 3,057 | -112 | -3.5% | -$1.74万 | 减仓 |
| TFLO | ISHARES TR | $48.69万 | 0.02% | 9,616 | -1,049 | -9.8% | -$5.31万 | 减仓 |
| MCD | MCDONALDS CORP | $49.32万 | 0.02% | 1,587 | 210 | 15.3% | $6.53万 | 加仓 |
| ORCL | ORACLE CORP | $49.52万 | 0.02% | 3,366 | 16 | 0.5% | $2,354 | 加仓 |
| GPN | GLOBAL PMTS INC | $49.63万 | 0.02% | 7,374 | 2,416 | 48.7% | $16.26万 | 加仓 |
| WMT | WALMART INC | $49.87万 | 0.02% | 4,013 | 621 | 18.3% | $7.72万 | 加仓 |
| COR | CENCORA INC | $50.51万 | 0.02% | 1,608 | 4 | 0.2% | $1,257 | 加仓 |
| PG | PROCTER & GAMBLE CO | $51.58万 | 0.02% | 3,571 | 58 | 1.7% | $8,378 | 加仓 |
| — | EXXON MOBIL CORP | $52.05万 | 0.02% | 3,068 | -1,000 | -24.6% | -$16.96万 | 减仓 |
| IWS | ISHARES TR | $53.56万 | 0.02% | 3,675 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $55.42万 | 0.02% | 7,143 | 498 | 7.5% | $3.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.45万 | 0.02% | 853 | -4,816 | -85.0% | -$313.05万 | 减仓 |
| MUB | ISHARES TR | $56.64万 | 0.03% | 5,336 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $60.45万 | 0.03% | 11,484 | -758 | -6.2% | -$3.99万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $60.91万 | 0.03% | 9,177 | 2,093 | 29.5% | $13.89万 | 加仓 |
| DASH | DOORDASH INC | $65.81万 | 0.03% | 4,383 | 1,331 | 43.6% | $19.98万 | 加仓 |
| TFC | TRUIST FINL CORP | $67.75万 | 0.03% | 14,737 | -185 | -1.2% | -$8,504 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $70.62万 | 0.03% | 2,889 | 281 | 10.8% | $6.87万 | 加仓 |
| DGRO | ISHARES TR | $75.02万 | 0.03% | 10,689 | -903 | -7.8% | -$6.34万 | 减仓 |
| CPRT | COPART INC | $77.31万 | 0.03% | 23,285 | 58 | 0.2% | $1,926 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $79.09万 | 0.03% | 27,150 | -12,724 | -31.9% | -$37.07万 | 减仓 |
| ABBV | ABBVIE INC | $79.84万 | 0.04% | 3,671 | -56 | -1.5% | -$1.22万 | 减仓 |
| STE | STERIS PLC | $80.85万 | 0.04% | 3,656 | 1,187 | 48.1% | $26.25万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $81.27万 | 0.04% | 14,898 | -1,137,510 | -98.7% | -$6,205.12万 | 减仓 |
| TER | TERADYNE INC | $85.50万 | 0.04% | 2,884 | -2,001 | -41.0% | -$59.32万 | 减仓 |
| TRU | TRANSUNION | $86.45万 | 0.04% | 12,494 | 3 | 0.0% | $208 | 加仓 |
| APTV | APTIV PLC | $86.56万 | 0.04% | 12,466 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $87.53万 | 0.04% | 16,856 | -259,061 | -93.9% | -$1,345.30万 | 减仓 |
| MSCI | MSCI INC | $90.98万 | 0.04% | 1,688 | 1,688 | — | $90.98万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $93.13万 | 0.04% | 5,732 | 1,353 | 30.9% | $21.98万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $95.40万 | 0.04% | 13,978 | 9,063 | 184.4% | $61.86万 | 加仓 |
| EFG | ISHARES TR | $95.79万 | 0.04% | 8,601 | -1,206 | -12.3% | -$13.43万 | 减仓 |
| DXCM | DEXCOM INC | $98.60万 | 0.04% | 15,700 | 3,623 | 30.0% | $22.75万 | 加仓 |
| CPAY | CORPAY INC | $99.61万 | 0.04% | 3,423 | -4 | -0.1% | -$1,164 | 减仓 |
| GLW | CORNING INC | $99.73万 | 0.04% | 7,335 | -5,858 | -44.4% | -$79.65万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $101.60万 | 0.04% | 3,808 | -65 | -1.7% | -$1.73万 | 减仓 |
| TJX | TJX COS INC NEW | $102.03万 | 0.05% | 6,389 | -5 | -0.1% | -$798 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $102.66万 | 0.05% | 28,653 | 5,703 | 24.8% | $20.43万 | 加仓 |
| HD | HOME DEPOT INC | $105.64万 | 0.05% | 3,212 | -100 | -3.0% | -$3.29万 | 减仓 |
| GOOG | ALPHABET INC | $110.58万 | 0.05% | 3,855 | -313 | -7.5% | -$8.98万 | 减仓 |
| AME | AMETEK INC | $115.11万 | 0.05% | 5,370 | 10 | 0.2% | $2,144 | 加仓 |
| AGG | ISHARES TR | $117.56万 | 0.05% | 11,842 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $118.87万 | 0.05% | 38,973 | -3,213 | -7.6% | -$9.80万 | 减仓 |
| GMED | GLOBUS MED INC | $118.94万 | 0.05% | 13,805 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $118.95万 | 0.05% | 5,691 | -2 | -0.0% | -$418 | 减仓 |
| IVV | ISHARES TR | $119.01万 | 0.05% | 1,822 | 21 | 1.2% | $1.37万 | 加仓 |
| EFV | ISHARES TR | $119.59万 | 0.05% | 16,085 | -1,008,638 | -98.4% | -$7,499.23万 | 减仓 |
| EFA | ISHARES TR | $119.91万 | 0.05% | 12,345 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $126.86万 | 0.06% | 17,508 | -134,064 | -88.4% | -$971.43万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $134.10万 | 0.06% | 9,262 | -12 | -0.1% | -$1,737 | 减仓 |
| VUG | VANGUARD INDEX FDS | $138.72万 | 0.06% | 3,176 | -11,007 | -77.6% | -$480.77万 | 减仓 |
| IEMG | ISHARES INC | $145.11万 | 0.06% | 20,804 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $147.77万 | 0.07% | 1,483 | 6 | 0.4% | $5,979 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $149.91万 | 0.07% | 15,135 | 5 | 0.0% | $495 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $159.16万 | 0.07% | 7,511 | -47,486 | -86.3% | -$1,006.23万 | 减仓 |
| META | META PLATFORMS INC | $180.22万 | 0.08% | 3,150 | 1,159 | 58.2% | $66.31万 | 加仓 |
| EWG | ISHARES INC | $181.62万 | 0.08% | 45,782 | 5,771 | 14.4% | $22.89万 | 加仓 |
| — | TIDAL TRUST I | $212.86万 | 0.09% | 118,917 | 118,917 | — | $212.86万 | 新建仓 |
| — | SP FUNDS TRUST | $216.59万 | 0.10% | 76,806 | 76,806 | — | $216.59万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $218.70万 | 0.10% | 3,660 | -228 | -5.9% | -$13.62万 | 减仓 |
| IWD | ISHARES TR | $238.88万 | 0.11% | 11,180 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $283.30万 | 0.13% | 26,556 | -2,288 | -7.9% | -$24.41万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $296.38万 | 0.13% | 49,298 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $307.48万 | 0.14% | 38,863 | 891 | 2.3% | $7.05万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $329.47万 | 0.15% | 99,179 | 16,621 | 20.1% | $55.21万 | 加仓 |
| SPUS | TIDAL TRUST I | $359.50万 | 0.16% | 74,646 | 74,646 | — | $359.50万 | 新建仓 |
| AQLT | ISHARES TR | $395.91万 | 0.18% | 143,239 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $469.05万 | 0.21% | 62,250 | -7 | -0.0% | -$527 | 减仓 |
| SPTM | SPDR SERIES TRUST | $494.16万 | 0.22% | 62,504 | -21 | -0.0% | -$1,660 | 减仓 |
| ICSH | ISHARES TR | $499.49万 | 0.22% | 98,674 | 5,336 | 5.7% | $27.01万 | 加仓 |
| ADBE | ADOBE INC | $522.91万 | 0.23% | 21,512 | -1,212 | -5.3% | -$29.46万 | 减仓 |
| MINT | PIMCO ETF TR | $544.49万 | 0.24% | 54,141 | 2,672 | 5.2% | $26.87万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $545.12万 | 0.24% | 107,709 | 5,955 | 5.9% | $30.14万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $545.37万 | 0.24% | 108,812 | 5,553 | 5.4% | $27.83万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $547.40万 | 0.24% | 58,658 | 36 | 0.1% | $3,360 | 加仓 |
| VTV | VANGUARD INDEX FDS | $547.42万 | 0.24% | 27,901 | 25,859 | 1,266.4% | $507.35万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $549.84万 | 0.24% | 27,729 | 40 | 0.1% | $7,932 | 加仓 |
| FLOT | ISHARES TR | $578.25万 | 0.26% | 113,493 | 12,329 | 12.2% | $62.82万 | 加仓 |
| WTAI | WISDOMTREE TR | $641.04万 | 0.28% | 227,079 | 35,553 | 18.6% | $100.37万 | 加仓 |
| IEFA | ISHARES TR | $842.89万 | 0.37% | 93,106 | 808 | 0.9% | $7.31万 | 加仓 |
| APH | AMPHENOL CORP | $939.82万 | 0.42% | 74,382 | 24,292 | 48.5% | $306.93万 | 加仓 |
| ASML | ASML HLDG NV | $1,137.50万 | 0.50% | 8,612 | -7,884 | -47.8% | -$1,041.34万 | 减仓 |