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 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | $95.40万 | 0.04% | 13,978 | 9,063 | 184.4% | $61.86万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $93.13万 | 0.04% | 5,732 | 1,353 | 30.9% | $21.98万 | 加仓 |
| MSCI | MSCI INC | $90.98万 | 0.04% | 1,688 | 1,688 | — | $90.98万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $87.53万 | 0.04% | 16,856 | -259,061 | -93.9% | -$1,345.30万 | 减仓 |
| APTV | APTIV PLC | $86.56万 | 0.04% | 12,466 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $86.45万 | 0.04% | 12,494 | 3 | 0.0% | $208 | 加仓 |
| TER | TERADYNE INC | $85.50万 | 0.04% | 2,884 | -2,001 | -41.0% | -$59.32万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $81.27万 | 0.04% | 14,898 | -1,137,510 | -98.7% | -$6,205.12万 | 减仓 |
| STE | STERIS PLC | $80.85万 | 0.04% | 3,656 | 1,187 | 48.1% | $26.25万 | 加仓 |
| ABBV | ABBVIE INC | $79.84万 | 0.04% | 3,671 | -56 | -1.5% | -$1.22万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $79.09万 | 0.03% | 27,150 | -12,724 | -31.9% | -$37.07万 | 减仓 |
| CPRT | COPART INC | $77.31万 | 0.03% | 23,285 | 58 | 0.2% | $1,926 | 加仓 |
| DGRO | ISHARES TR | $75.02万 | 0.03% | 10,689 | -903 | -7.8% | -$6.34万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $70.62万 | 0.03% | 2,889 | 281 | 10.8% | $6.87万 | 加仓 |
| TFC | TRUIST FINL CORP | $67.75万 | 0.03% | 14,737 | -185 | -1.2% | -$8,504 | 减仓 |
| DASH | DOORDASH INC | $65.81万 | 0.03% | 4,383 | 1,331 | 43.6% | $19.98万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $60.91万 | 0.03% | 9,177 | 2,093 | 29.5% | $13.89万 | 加仓 |
| AMLP | ALPS ETF TR | $60.45万 | 0.03% | 11,484 | -758 | -6.2% | -$3.99万 | 减仓 |
| MUB | ISHARES TR | $56.64万 | 0.03% | 5,336 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.45万 | 0.02% | 853 | -4,816 | -85.0% | -$313.05万 | 减仓 |
| CSCO | CISCO SYS INC | $55.42万 | 0.02% | 7,143 | 498 | 7.5% | $3.86万 | 加仓 |
| IWS | ISHARES TR | $53.56万 | 0.02% | 3,675 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $52.05万 | 0.02% | 3,068 | -1,000 | -24.6% | -$16.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $51.58万 | 0.02% | 3,571 | 58 | 1.7% | $8,378 | 加仓 |
| COR | CENCORA INC | $50.51万 | 0.02% | 1,608 | 4 | 0.2% | $1,257 | 加仓 |
| WMT | WALMART INC | $49.87万 | 0.02% | 4,013 | 621 | 18.3% | $7.72万 | 加仓 |
| GPN | GLOBAL PMTS INC | $49.63万 | 0.02% | 7,374 | 2,416 | 48.7% | $16.26万 | 加仓 |
| ORCL | ORACLE CORP | $49.52万 | 0.02% | 3,366 | 16 | 0.5% | $2,354 | 加仓 |
| MCD | MCDONALDS CORP | $49.32万 | 0.02% | 1,587 | 210 | 15.3% | $6.53万 | 加仓 |
| TFLO | ISHARES TR | $48.69万 | 0.02% | 9,616 | -1,049 | -9.8% | -$5.31万 | 减仓 |
| PEP | PEPSICO INC | $47.47万 | 0.02% | 3,057 | -112 | -3.5% | -$1.74万 | 减仓 |
| — | ELECTRONIC ARTS INC | $39.24万 | 0.02% | 1,925 | 6 | 0.3% | $1,223 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $37.41万 | 0.02% | 7,564 | -758 | -9.1% | -$3.75万 | 减仓 |
| QCOM | QUALCOMM INC | $32.77万 | 0.01% | 2,545 | 3 | 0.1% | $386 | 加仓 |
| CVX | CHEVRON CORPORATION | $31.24万 | 0.01% | 1,510 | 1,510 | — | $31.24万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $28.35万 | 0.01% | 1,305 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.92万 | 0.01% | 847 | 847 | — | $24.92万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $23.58万 | 0.01% | 789 | 0 | 0.0% | — | 不变 |
| LONZ | PIMCO ETF TR | $23.56万 | 0.01% | 4,772 | -1,365 | -22.2% | -$6.74万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $22.98万 | 0.01% | 3,987 | -160 | -3.9% | -$9,222 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $22.38万 | 0.01% | 2,387 | -106 | -4.3% | -$9,936 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $22.17万 | 0.01% | 2,601 | -18 | -0.7% | -$1,534 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $22.09万 | 0.01% | 10,633 | -3,006 | -22.0% | -$6.24万 | 减仓 |
| 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 |