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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $567.47万 | 0.21% | 62,504 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $580.65万 | 0.21% | 59,935 | 1,277 | 2.2% | $12.37万 | 加仓 |
| LOW | LOWES COS INC | $741.97万 | 0.27% | 33,651 | -15,386 | -31.4% | -$339.25万 | 减仓 |
| INTU | INTUIT | $822.52万 | 0.30% | 31,514 | -3,972 | -11.2% | -$103.67万 | 减仓 |
| ALC | ALCON AG | $830.31万 | 0.30% | 123,742 | 61,492 | 98.8% | $412.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $838.59万 | 0.30% | 38,480 | 10,579 | 37.9% | $230.55万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $929.07万 | 0.34% | 75,467 | -1,468 | -1.9% | -$18.07万 | 减仓 |
| IEFA | ISHARES TR | $941.35万 | 0.34% | 97,468 | 4,362 | 4.7% | $42.13万 | 加仓 |
| WTAI | WISDOMTREE TR | $942.42万 | 0.34% | 198,529 | -28,550 | -12.6% | -$135.53万 | 减仓 |
| ETN | EATON CORP PLC | $1,036.11万 | 0.38% | 24,315 | 24,315 | — | $1,036.11万 | 新建仓 |
| NOW | SERVICENOW INC | $1,048.47万 | 0.38% | 105,607 | -17,141 | -14.0% | -$170.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,052.10万 | 0.38% | 115,947 | -8,064 | -6.5% | -$73.17万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,113.94万 | 0.40% | 32,665 | -49,322 | -60.2% | -$1,681.98万 | 减仓 |
| NFLX | NETFLIX INC. | $1,118.00万 | 0.41% | 156,583 | -2,849 | -1.8% | -$20.34万 | 减仓 |
| ASML | ASML HLDG NV | $1,153.08万 | 0.42% | 5,796 | -2,816 | -32.7% | -$560.23万 | 减仓 |
| APH | AMPHENOL CORP | $1,270.03万 | 0.46% | 72,030 | -2,352 | -3.2% | -$41.47万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,360.39万 | 0.49% | 147,436 | -4,771 | -3.1% | -$44.02万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,394.99万 | 0.51% | 34,253 | -719 | -2.1% | -$29.28万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,433.56万 | 0.52% | 57,347 | -958 | -1.6% | -$23.95万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,492.65万 | 0.54% | 197,676 | 12,310 | 6.6% | $92.95万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,531.54万 | 0.56% | 48,645 | 9,551 | 24.4% | $300.70万 | 加仓 |
| KO | COCA COLA CO | $1,543.59万 | 0.56% | 189,933 | 1,594 | 0.8% | $12.95万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,582.71万 | 0.58% | 174,962 | -3,199 | -1.8% | -$28.94万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,683.02万 | 0.61% | 233,235 | 45,944 | 24.5% | $331.53万 | 加仓 |
| AAPL | APPLE INC | $1,721.61万 | 0.63% | 59,497 | 968 | 1.7% | $28.01万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,796.23万 | 0.65% | 105,735 | -1,425 | -1.3% | -$24.21万 | 减仓 |
| V | VISA INC | $1,827.78万 | 0.66% | 53,274 | -412 | -0.8% | -$14.14万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,874.19万 | 0.68% | 55,976 | -520 | -0.9% | -$17.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,914.75万 | 0.70% | 51,331 | 332 | 0.7% | $12.38万 | 加仓 |
| MBB | ISHARES TR | $2,252.92万 | 0.82% | 238,354 | 9,434 | 4.1% | $89.17万 | 加仓 |
| AMZN | AMAZON COM INC | $2,337.90万 | 0.85% | 98,091 | -391 | -0.4% | -$9.32万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,381.29万 | 0.87% | 491,698 | 44,138 | 9.9% | $213.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,408.26万 | 0.88% | 120,359 | 2,041 | 1.7% | $40.84万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,438.64万 | 0.89% | 465,922 | 449,066 | 2,664.1% | $2,350.41万 | 加仓 |
| LLY | ELI LILLY & CO | $2,623.03万 | 0.95% | 21,869 | -193 | -0.9% | -$23.15万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,731.01万 | 0.99% | 128,355 | 5,021 | 4.1% | $106.83万 | 加仓 |
| GOOGL | ALPHABET INC | $2,895.55万 | 1.05% | 81,024 | -414 | -0.5% | -$14.80万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $3,223.35万 | 1.17% | 747,703 | -471,104 | -38.7% | -$2,030.93万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $3,258.93万 | 1.18% | 616,638 | 47,688 | 8.4% | $252.03万 | 加仓 |
| SHLD | GLOBAL X FDS | $3,507.92万 | 1.27% | 587,492 | 117,878 | 25.1% | $703.85万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $4,235.71万 | 1.54% | 1,614,833 | -2,363,992 | -59.4% | -$6,200.75万 | 减仓 |
| IUSB | ISHARES TR | $5,025.54万 | 1.83% | 1,088,957 | 683,070 | 168.3% | $3,152.37万 | 加仓 |
| MTUM | ISHARES TR | $5,165.97万 | 1.88% | 150,686 | -50,755 | -25.2% | -$1,740.03万 | 减仓 |
| BOND | PIMCO ETF TR | $5,247.18万 | 1.91% | 569,047 | 23,328 | 4.3% | $215.11万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $5,321.70万 | 1.93% | 1,084,082 | 36,507 | 3.5% | $179.21万 | 加仓 |
| PMBS | PIMCO ETF TR | $5,381.14万 | 1.96% | 1,089,742 | 31,006 | 2.9% | $153.11万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $5,709.71万 | 2.07% | 1,099,924 | 46,137 | 4.4% | $239.50万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $5,936.09万 | 2.16% | 2,116,253 | 2,116,253 | — | $5,936.09万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $6,324.65万 | 2.30% | 1,715,392 | 134,186 | 8.5% | $494.74万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $6,897.19万 | 2.51% | 1,718,711 | 1,718,711 | — | $6,897.19万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $6,914.82万 | 2.51% | 1,889,296 | 1,889,296 | — | $6,914.82万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $7,298.13万 | 2.65% | 1,384,319 | -263,133 | -16.0% | -$1,387.24万 | 减仓 |
| IVE | ISHARES TR | $9,639.38万 | 3.50% | 424,530 | -86,063 | -16.9% | -$1,954.15万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1.01亿 | 3.65% | 1,478,143 | -21,632 | -1.4% | -$147.12万 | 减仓 |
| LDUR | PIMCO ETF TR | $1.07亿 | 3.87% | 1,115,335 | 34,527 | 3.2% | $330.11万 | 加仓 |
| PYLD | PIMCO ETF TR | $1.07亿 | 3.89% | 4,039,522 | 116,237 | 3.0% | $308.26万 | 加仓 |
| IVW | ISHARES TR | $1.11亿 | 4.03% | 807,434 | -21,311 | -2.6% | -$293.09万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.14亿 | 4.15% | 2,268,369 | 191,999 | 9.2% | $967.48万 | 加仓 |
| EMXC | ISHARES INC | $1.23亿 | 4.46% | 1,198,777 | 682,206 | 132.1% | $6,978.97万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5.08亿 | 18.44% | 5,775,658 | 1,792,918 | 45.0% | $1.58亿 | 加仓 |