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 |
|---|---|---|---|---|---|---|---|---|
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,151.52万 | 0.51% | 58,305 | 15,299 | 35.6% | $302.16万 | 加仓 |
| LOW | LOWES COS INC | $1,158.65万 | 0.51% | 49,037 | -461 | -0.9% | -$10.89万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,210.03万 | 0.54% | 76,935 | -1,536 | -2.0% | -$24.16万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,273.22万 | 0.56% | 124,011 | -2,912 | -2.3% | -$29.90万 | 减仓 |
| NOW | SERVICENOW INC | $1,283.33万 | 0.57% | 122,748 | 46,023 | 60.0% | $481.17万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,284.59万 | 0.57% | 39,094 | 508 | 1.3% | $16.69万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,314.42万 | 0.58% | 81,987 | 1,444 | 1.8% | $23.15万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,315.71万 | 0.58% | 107,160 | 7,204 | 7.2% | $88.45万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,347.18万 | 0.60% | 187,291 | 35,821 | 23.6% | $257.66万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,415.68万 | 0.63% | 56,496 | 47,045 | 497.8% | $1,178.85万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,426.71万 | 0.63% | 178,161 | 44,755 | 33.5% | $358.40万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,430.44万 | 0.63% | 152,207 | 445 | 0.3% | $4.18万 | 加仓 |
| KO | COCA COLA CO | $1,432.32万 | 0.63% | 188,339 | 664 | 0.4% | $5.05万 | 加仓 |
| AAPL | APPLE INC | $1,485.41万 | 0.66% | 58,529 | -390 | -0.7% | -$9.90万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,487.50万 | 0.66% | 34,972 | 5,709 | 19.5% | $242.83万 | 加仓 |
| NFLX | NETFLIX INC. | $1,532.94万 | 0.68% | 159,432 | 52,150 | 48.6% | $501.42万 | 加仓 |
| INTU | INTUIT | $1,534.34万 | 0.68% | 35,486 | 10,721 | 43.3% | $463.55万 | 加仓 |
| V | VISA INC | $1,622.61万 | 0.72% | 53,686 | -2,299 | -4.1% | -$69.48万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,634.19万 | 0.72% | 185,366 | -193,172 | -51.0% | -$1,703.00万 | 减仓 |
| IUSB | ISHARES TR | $1,874.79万 | 0.83% | 405,887 | 405,887 | — | $1,874.79万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,887.83万 | 0.83% | 50,999 | 5,441 | 11.9% | $201.41万 | 加仓 |
| LLY | ELI LILLY & CO | $2,029.20万 | 0.90% | 22,062 | -1,558 | -6.6% | -$143.30万 | 减仓 |
| AMZN | AMAZON COM INC | $2,051.08万 | 0.91% | 98,482 | 12 | 0.0% | $2,499 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,063.47万 | 0.91% | 118,318 | -1,367 | -1.1% | -$23.84万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,150.53万 | 0.95% | 447,560 | 440,579 | 6,311.1% | $2,116.98万 | 加仓 |
| MBB | ISHARES TR | $2,173.60万 | 0.96% | 228,920 | 10,749 | 4.9% | $102.06万 | 加仓 |
| GOOGL | ALPHABET INC | $2,341.83万 | 1.04% | 81,438 | -23,993 | -22.8% | -$689.94万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,367.03万 | 1.05% | 123,334 | 7,758 | 6.7% | $148.89万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $2,544.34万 | 1.13% | 568,950 | 23,499 | 4.3% | $105.09万 | 加仓 |
| SHLD | GLOBAL X FDS | $3,326.75万 | 1.47% | 469,614 | 94,839 | 25.3% | $671.84万 | 加仓 |
| EMXC | ISHARES INC | $4,063.35万 | 1.80% | 516,571 | -45,107 | -8.0% | -$354.81万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $4,414.52万 | 1.95% | 1,218,807 | 76,765 | 6.7% | $278.04万 | 加仓 |
| MTUM | ISHARES TR | $4,834.38万 | 2.14% | 201,441 | 12,572 | 6.7% | $301.72万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4,848.63万 | 2.14% | 1,033,603 | 62,738 | 6.5% | $294.30万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $4,895.41万 | 2.16% | 1,581,206 | 21,781 | 1.4% | $67.43万 | 加仓 |
| BOND | PIMCO ETF TR | $5,035.89万 | 2.23% | 545,719 | 135,041 | 32.9% | $1,246.16万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $5,172.92万 | 2.29% | 1,047,575 | 71,079 | 7.3% | $350.99万 | 加仓 |
| PMBS | PIMCO ETF TR | $5,251.33万 | 2.32% | 1,058,736 | -220,579 | -17.2% | -$1,094.07万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $5,428.36万 | 2.40% | 1,647,452 | 99,112 | 6.4% | $326.57万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $5,462.30万 | 2.42% | 1,053,787 | 312,308 | 42.1% | $1,618.85万 | 加仓 |
| QUAL | ISHARES TR | $7,714.06万 | 3.41% | 402,172 | -50,433 | -11.1% | -$967.36万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $8,725.69万 | 3.86% | 1,499,775 | -484,667 | -24.4% | -$2,819.79万 | 减仓 |
| IVW | ISHARES TR | $9,373.94万 | 4.15% | 828,745 | 44,231 | 5.6% | $500.30万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $9,478.63万 | 4.19% | 2,076,370 | -23,062 | -1.1% | -$105.28万 | 减仓 |
| PYLD | PIMCO ETF TR | $1.03亿 | 4.55% | 3,923,285 | 333,378 | 9.3% | $873.45万 | 加仓 |
| LDUR | PIMCO ETF TR | $1.04亿 | 4.58% | 1,080,808 | 168,909 | 18.5% | $1,618.49万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $1.05亿 | 4.63% | 3,978,825 | 151,156 | 3.9% | $397.54万 | 加仓 |
| IVE | ISHARES TR | $1.08亿 | 4.77% | 510,593 | -14,689 | -2.8% | -$310.16万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3.05亿 | 13.48% | 3,982,740 | 733,087 | 22.6% | $5,611.05万 | 加仓 |