Advocacy Wealth Management, LLC
ATLANTA GA · SEC CIK 0001569452
$27.52亿2026Q2 申报市值
151持仓数
51.2%前十大占比 · 第一大 18.4%
17 / 9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
SPYM 加仓+$1.58亿
EMXC 加仓+$6,978.97万
CORO 新建仓+$6,914.82万
FENI 新建仓+$6,897.19万
IALT 新建仓+$5,936.09万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$8,689.55万
SPTL 减仓-$6,200.75万
SPEM 减仓-$5,312.53万
THRO 减仓-$2,030.93万
IVE 减仓-$1,954.15万
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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -27,729 | -100.0% | -$549.84万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -21,512 | -100.0% | -$522.91万 | 清仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -99,179 | -100.0% | -$329.47万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -16,085 | -100.0% | -$119.59万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -14,898 | -100.0% | -$81.27万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -5,336 | -100.0% | -$56.64万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -789 | -100.0% | -$23.58万 | 清仓 |
| LONZ | PIMCO ETF TR | $0 | 0.00% | 0 | -4,772 | -100.0% | -$23.56万 | 清仓 |
| CARY | ANGEL OAK FUNDS TRUST | $0 | 0.00% | 0 | -10,633 | -100.0% | -$22.09万 | 清仓 |
| MRK | MERCK & CO INC | $22.13万 | 0.01% | 1,722 | 1,722 | — | $22.13万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.47万 | 0.01% | 469 | 469 | — | $23.47万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $23.47万 | 0.01% | 457 | 457 | — | $23.47万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $24.04万 | 0.01% | 2,261 | -126 | -5.3% | -$1.34万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $24.70万 | 0.01% | 4,271 | 284 | 7.1% | $1.64万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $25.69万 | 0.01% | 2,802 | 201 | 7.7% | $1.84万 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.48万 | 0.01% | 1,658 | 148 | 9.8% | $2.45万 | 加仓 |
| TSLA | TESLA INC | $30.11万 | 0.01% | 716 | 716 | — | $30.11万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $31.71万 | 0.01% | 1,305 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $33.42万 | 0.01% | 1,021 | 174 | 20.5% | $5.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.28万 | 0.01% | 297 | 297 | — | $34.28万 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $36.57万 | 0.01% | 7,453 | -111 | -1.5% | -$5,447 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $36.76万 | 0.01% | 10,813 | 10,813 | — | $36.76万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $39.78万 | 0.01% | 7,682 | -1,025,921 | -99.3% | -$5,312.53万 | 减仓 |
| — | ELECTRONIC ARTS INC | $40.27万 | 0.01% | 1,964 | 39 | 2.0% | $7,997 | 加仓 |
| MCD | MCDONALDS CORP | $40.30万 | 0.01% | 1,491 | -96 | -6.0% | -$2.59万 | 减仓 |
| PEP | PEPSICO INC | $44.03万 | 0.02% | 3,252 | 195 | 6.4% | $2.64万 | 加仓 |
| COR | CENCORA INC | $47.00万 | 0.02% | 1,661 | 53 | 3.3% | $1.50万 | 加仓 |
| TFLO | ISHARES TR | $47.50万 | 0.02% | 9,381 | -235 | -2.4% | -$1.19万 | 减仓 |
| WMT | WALMART INC | $47.97万 | 0.02% | 4,235 | 222 | 5.5% | $2.51万 | 加仓 |
| QCOM | QUALCOMM INC | $50.28万 | 0.02% | 2,721 | 176 | 6.9% | $3.25万 | 加仓 |
| — | RBB FD INC | $50.36万 | 0.02% | 11,800 | 11,800 | — | $50.36万 | 新建仓 |
| — | EXXON MOBIL CORP | $51.78万 | 0.02% | 3,787 | 719 | 23.4% | $9.83万 | 加仓 |
| GPN | GLOBAL PMTS INC | $53.92万 | 0.02% | 7,431 | 57 | 0.8% | $4,136 | 加仓 |
| ORCL | ORACLE CORP | $53.99万 | 0.02% | 3,684 | 318 | 9.4% | $4.66万 | 加仓 |
| AVGO | BROADCOM INC | $54.89万 | 0.02% | 1,453 | 1,453 | — | $54.89万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $58.62万 | 0.02% | 20,020 | 20,020 | — | $58.62万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $58.63万 | 0.02% | 3,998 | 427 | 12.0% | $6.26万 | 加仓 |
| IWS | ISHARES TR | $60.49万 | 0.02% | 3,675 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $61.23万 | 0.02% | 1,054 | 1,054 | — | $61.23万 | 新建仓 |
| AMLP | ALPS ETF TR | $63.15万 | 0.02% | 12,180 | 696 | 6.1% | $3.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $63.62万 | 0.02% | 852 | -1 | -0.1% | -$747 | 减仓 |
| CPRT | COPART INC | $65.54万 | 0.02% | 23,249 | -36 | -0.2% | -$1,015 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $67.05万 | 0.02% | 9,161 | -16 | -0.2% | -$1,171 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $73.13万 | 0.03% | 2,455 | -12,680 | -83.8% | -$377.72万 | 减仓 |
| TFC | TRUIST FINL CORP | $75.14万 | 0.03% | 15,082 | 345 | 2.3% | $1.72万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $75.61万 | 0.03% | 8,777 | -10,279 | -53.9% | -$88.54万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $76.66万 | 0.03% | 5,598 | -134 | -2.3% | -$1.84万 | 减仓 |
| APTV | APTIV PLC | $77.09万 | 0.03% | 12,559 | 93 | 0.7% | $5,708 | 加仓 |
| DGRO | ISHARES TR | $79.35万 | 0.03% | 10,470 | -219 | -2.0% | -$1.66万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $79.91万 | 0.03% | 2,761 | -4,750 | -63.2% | -$137.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $80.71万 | 0.03% | 3,178 | 289 | 10.0% | $7.34万 | 加仓 |
| CSCO | CISCO SYS INC | $86.31万 | 0.03% | 7,348 | 205 | 2.9% | $2.41万 | 加仓 |
| TRU | TRANSUNION | $90.00万 | 0.03% | 12,476 | -18 | -0.1% | -$1,299 | 减仓 |
| TER | TERADYNE INC | $90.38万 | 0.03% | 1,868 | -1,016 | -35.2% | -$49.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $91.82万 | 0.03% | 27,133 | -17 | -0.1% | -$575 | 减仓 |
| TJX | TJX COS INC NEW | $92.66万 | 0.03% | 6,116 | -273 | -4.3% | -$4.14万 | 减仓 |
| ABBV | ABBVIE INC | $95.98万 | 0.03% | 3,814 | 143 | 3.9% | $3.60万 | 加仓 |
| EFG | ISHARES TR | $98.40万 | 0.04% | 7,909 | -692 | -8.0% | -$8.61万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $105.08万 | 0.04% | 3,753 | -55 | -1.4% | -$1.54万 | 减仓 |
| DXCM | DEXCOM INC | $105.69万 | 0.04% | 15,692 | -8 | -0.1% | -$539 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $108.77万 | 0.04% | 13,982 | 4 | 0.0% | $311 | 加仓 |
| GMED | GLOBUS MED INC | $108.88万 | 0.04% | 13,781 | -24 | -0.2% | -$1,896 | 减仓 |
| STE | STERIS PLC | $114.02万 | 0.04% | 5,415 | 1,759 | 48.1% | $37.04万 | 加仓 |
| CPAY | CORPAY INC | $114.61万 | 0.04% | 3,439 | 16 | 0.5% | $5,332 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $115.87万 | 0.04% | 5,747 | 56 | 1.0% | $1.13万 | 加仓 |
| DASH | DOORDASH INC | $119.11万 | 0.04% | 6,455 | 2,072 | 47.3% | $38.23万 | 加仓 |
| GLW | CORNING INC | $119.41万 | 0.04% | 4,675 | -2,660 | -36.3% | -$67.94万 | 减仓 |
| HD | HOME DEPOT INC | $122.73万 | 0.04% | 3,480 | 268 | 8.3% | $9.45万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $123.10万 | 0.04% | 28,609 | -44 | -0.2% | -$1,893 | 减仓 |
| MSCI | MSCI INC | $126.34万 | 0.05% | 2,256 | 568 | 33.6% | $31.81万 | 加仓 |
| EFA | ISHARES TR | $128.24万 | 0.05% | 12,345 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $131.18万 | 0.05% | 5,422 | 52 | 1.0% | $1.26万 | 加仓 |
| QUAL | ISHARES TR | $135.43万 | 0.05% | 6,172 | -396,000 | -98.5% | -$8,689.55万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $135.58万 | 0.05% | 38,949 | -24 | -0.1% | -$835 | 减仓 |
| GOOG | ALPHABET INC | $137.98万 | 0.05% | 3,905 | 50 | 1.3% | $1.77万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $140.72万 | 0.05% | 9,256 | -6 | -0.1% | -$912 | 减仓 |
| IVV | ISHARES TR | $145.13万 | 0.05% | 1,938 | 116 | 6.4% | $8.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $146.12万 | 0.05% | 1,562 | 79 | 5.3% | $7.39万 | 加仓 |
| SNOW | SNOWFLAKE INC | $168.61万 | 0.06% | 6,625 | 6,625 | — | $168.61万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $169.58万 | 0.06% | 17,643 | 135 | 0.8% | $1.30万 | 加仓 |
| AGG | ISHARES TR | $176.33万 | 0.06% | 17,815 | 5,973 | 50.4% | $59.12万 | 加仓 |
| META | META PLATFORMS INC | $191.29万 | 0.07% | 3,396 | 246 | 7.8% | $13.86万 | 加仓 |
| IEMG | ISHARES INC | $194.63万 | 0.07% | 23,495 | 2,691 | 12.9% | $22.29万 | 加仓 |
| EWG | ISHARES INC | $194.89万 | 0.07% | 47,108 | 1,326 | 2.9% | $5.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $235.79万 | 0.09% | 3,433 | -227 | -6.2% | -$15.59万 | 减仓 |
| IGV | ISHARES TR | $263.85万 | 0.10% | 29,123 | 29,123 | — | $263.85万 | 新建仓 |
| IWD | ISHARES TR | $271.04万 | 0.10% | 11,180 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $281.60万 | 0.10% | 26,542 | -14 | -0.1% | -$1,485 | 减仓 |
| — | SP FUNDS TRUST | $326.79万 | 0.12% | 94,504 | 17,698 | 23.0% | $61.20万 | 加仓 |
| — | TIDAL TRUST I | $362.98万 | 0.13% | 201,545 | 82,628 | 69.5% | $148.81万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $377.22万 | 0.14% | 55,036 | 5,738 | 11.6% | $39.33万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $399.10万 | 0.15% | 42,923 | 4,060 | 10.4% | $37.75万 | 加仓 |
| ICSH | ISHARES TR | $465.99万 | 0.17% | 92,129 | -6,545 | -6.6% | -$33.10万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $468.69万 | 0.17% | 44,778 | 44,778 | — | $468.69万 | 新建仓 |
| FLOT | ISHARES TR | $503.34万 | 0.18% | 98,597 | -14,896 | -13.1% | -$76.04万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $508.53万 | 0.18% | 100,560 | -7,149 | -6.6% | -$36.15万 | 减仓 |
| MINT | PIMCO ETF TR | $508.75万 | 0.18% | 50,466 | -3,675 | -6.8% | -$37.05万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $511.23万 | 0.19% | 101,940 | -6,872 | -6.3% | -$34.46万 | 减仓 |
| SPUS | TIDAL TRUST I | $541.77万 | 0.20% | 94,221 | 19,575 | 26.2% | $112.56万 | 加仓 |
| AQLT | ISHARES TR | $564.55万 | 0.21% | 179,079 | 35,840 | 25.0% | $112.99万 | 加仓 |