Financial Advisors Network, Inc.
TUSTIN CA · SEC CIK 0001697856
$8.16亿2026Q2 申报市值
208持仓数
51.4%前十大占比 · 第一大 11.2%
12 / 11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
VTV 加仓+$270.26万
GILD 加仓+$250.36万
VEA 加仓+$227.57万
VWO 加仓+$146.53万
SCHV 加仓+$131.02万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$339.09万
ABBV 重新持有-$333.67万
BNDX 减仓-$92.07万
CLMB 减仓-$79.64万
EMB 减仓-$63.10万
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $9,164.78万 | 11.24% | 1,248,438 | -46,191 | -3.6% | -$339.09万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,589.03万 | 8.08% | 924,776 | 31,940 | 3.6% | $227.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,581.21万 | 5.62% | 1,353,786 | 33,748 | 2.6% | $114.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,206.95万 | 5.16% | 193,041 | 12,401 | 6.9% | $270.26万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,820.35万 | 4.68% | 1,097,487 | 37,640 | 3.6% | $131.02万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,516.15万 | 4.31% | 408,191 | 14,501 | 3.7% | $124.91万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,257.29万 | 3.99% | 545,701 | 24,549 | 4.7% | $146.53万 | 加仓 |
| IDEV | ISHARES TR | $2,313.34万 | 2.84% | 259,897 | 13,724 | 5.6% | $122.16万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,262.03万 | 2.77% | 467,071 | -19,011 | -3.9% | -$92.07万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,219.51万 | 2.72% | 175,677 | 19,816 | 12.7% | $250.36万 | 加仓 |
| EMB | ISHARES TR | $1,780.08万 | 2.18% | 184,579 | -6,543 | -3.4% | -$63.10万 | 减仓 |
| IJS | ISHARES TR | $1,680.78万 | 2.06% | 122,972 | 5,519 | 4.7% | $75.43万 | 加仓 |
| AAPL | APPLE INC | $1,617.18万 | 1.98% | 55,888 | 1,498 | 2.8% | $43.35万 | 加仓 |
| HYG | ISHARES TR | $1,515.13万 | 1.86% | 189,462 | -6,569 | -3.4% | -$52.53万 | 减仓 |
| IVW | ISHARES TR | $1,330.60万 | 1.63% | 96,750 | -409 | -0.4% | -$5.62万 | 减仓 |
| IEMG | ISHARES INC | $1,315.84万 | 1.61% | 158,841 | 5,475 | 3.6% | $45.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,289.22万 | 1.58% | 64,432 | 1,515 | 2.4% | $30.31万 | 加仓 |
| IVE | ISHARES TR | $1,103.58万 | 1.35% | 48,603 | -409 | -0.8% | -$9.29万 | 减仓 |
| IJT | ISHARES TR | $1,073.14万 | 1.32% | 60,086 | 1,087 | 1.8% | $19.41万 | 加仓 |
| EFA | ISHARES TR | $946.81万 | 1.16% | 91,145 | -1,696 | -1.8% | -$17.62万 | 减仓 |
| FTNT | FORTINET INC | $901.56万 | 1.11% | 58,688 | -536 | -0.9% | -$8.23万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $880.89万 | 1.08% | 25,831 | 1,009 | 4.1% | $34.41万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $829.93万 | 1.02% | 22,694 | 521 | 2.3% | $19.05万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $817.29万 | 1.00% | 84,755 | -3,684 | -4.2% | -$35.52万 | 减仓 |
| ABNB | AIRBNB INC | $792.00万 | 0.97% | 55,346 | 2,623 | 5.0% | $37.54万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $688.27万 | 0.84% | 26,898 | 1,964 | 7.9% | $50.26万 | 加仓 |
| NTAP | NETAPP INC | $678.42万 | 0.83% | 43,837 | 2,238 | 5.4% | $34.64万 | 加仓 |
| MO | ALTRIA GROUP INC | $644.27万 | 0.79% | 89,544 | 4,037 | 4.7% | $29.05万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $566.61万 | 0.69% | 23,851 | 1,080 | 4.7% | $25.66万 | 加仓 |
| ADSK | AUTODESK INC | $515.02万 | 0.63% | 26,490 | 2,263 | 9.3% | $44.00万 | 加仓 |
| EEM | ISHARES TR | $503.73万 | 0.62% | 73,635 | -892 | -1.2% | -$6.10万 | 减仓 |
| ADBE | ADOBE INC | $487.76万 | 0.60% | 23,791 | 2,658 | 12.6% | $54.49万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $482.57万 | 0.59% | 19,860 | 784 | 4.1% | $19.05万 | 加仓 |
| MCK | MCKESSON CORP | $464.79万 | 0.57% | 6,151 | 394 | 6.8% | $29.77万 | 加仓 |
| APP | APPLOVIN CORP | $413.99万 | 0.51% | 8,035 | 1,248 | 18.4% | $64.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $391.54万 | 0.48% | 5,243 | 68 | 1.3% | $5.08万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $390.56万 | 0.48% | 54,548 | 4,077 | 8.1% | $29.19万 | 加仓 |
| GDDY | GODADDY INC | $364.47万 | 0.45% | 42,940 | 6,318 | 17.3% | $53.63万 | 加仓 |
| FICO | FAIR ISAAC CORP | $363.81万 | 0.45% | 3,045 | 490 | 19.2% | $58.54万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $358.34万 | 0.44% | 12,751 | 164 | 1.3% | $4.61万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $351.91万 | 0.43% | 20,715 | 557 | 2.8% | $9.46万 | 加仓 |
| EOG | EOG RES INC | $351.39万 | 0.43% | 27,087 | 304 | 1.1% | $3.94万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $346.83万 | 0.43% | 36,083 | 1,076 | 3.1% | $10.34万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $337.73万 | 0.41% | 11,408 | 1,028 | 9.9% | $30.43万 | 加仓 |
| APA | APA CORPORATION | $331.03万 | 0.41% | 101,637 | -1,012 | -1.0% | -$3.30万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $327.10万 | 0.40% | 85,965 | 1,722 | 2.0% | $6.55万 | 加仓 |
| GOOG | ALPHABET INC | $314.13万 | 0.39% | 8,891 | -278 | -3.0% | -$9.82万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $304.25万 | 0.37% | 6,125 | 298 | 5.1% | $14.80万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $300.23万 | 0.37% | 9,085 | 234 | 2.6% | $7.73万 | 加仓 |
| RL | RALPH LAUREN CORP | $294.13万 | 0.36% | 7,327 | 244 | 3.4% | $9.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $293.82万 | 0.36% | 5,058 | -372 | -6.9% | -$21.61万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $286.67万 | 0.35% | 31,690 | -4,104 | -11.5% | -$37.13万 | 减仓 |
| DXCM | DEXCOM INC | $283.52万 | 0.35% | 42,096 | 1,820 | 4.5% | $12.26万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $282.54万 | 0.35% | 6,803 | 216 | 3.3% | $8.97万 | 加仓 |
| AMZN | AMAZON COM INC | $250.26万 | 0.31% | 10,500 | -59 | -0.6% | -$1.41万 | 减仓 |
| AVGO | BROADCOM INC | $246.83万 | 0.30% | 6,534 | 289 | 4.6% | $10.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $242.07万 | 0.30% | 6,490 | 20 | 0.3% | $7,460 | 加仓 |
| GOOGL | ALPHABET INC | $233.01万 | 0.29% | 6,520 | 87 | 1.4% | $3.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $228.39万 | 0.28% | 3,101 | 109 | 3.6% | $8.03万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $227.11万 | 0.28% | 18,071 | 822 | 4.8% | $10.33万 | 加仓 |
| CVX | CHEVRON CORPORATION | $221.21万 | 0.27% | 13,345 | -113 | -0.8% | -$1.87万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $202.37万 | 0.25% | 16,987 | -268 | -1.6% | -$3.19万 | 减仓 |
| TSLA | TESLA INC | $191.04万 | 0.23% | 4,542 | 317 | 7.5% | $13.33万 | 加仓 |
| RTX | RTX CORPORATION | $189.07万 | 0.23% | 9,965 | -400 | -3.9% | -$7.59万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $171.21万 | 0.21% | 4,119 | 2 | 0.0% | $831 | 加仓 |
| IT | GARTNER INC | $169.44万 | 0.21% | 13,072 | 1,199 | 10.1% | $15.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $159.83万 | 0.20% | 4,319 | -30 | -0.7% | -$1.11万 | 减仓 |
| IVV | ISHARES TR | $157.34万 | 0.19% | 2,101 | 7 | 0.3% | $5,242 | 加仓 |
| INTU | INTUIT | $145.29万 | 0.18% | 5,567 | 713 | 14.7% | $18.61万 | 加仓 |
| PLD | PROLOGIS INC. | $144.26万 | 0.18% | 10,649 | 374 | 3.6% | $5.07万 | 加仓 |
| META | META PLATFORMS INC | $143.77万 | 0.18% | 2,552 | 218 | 9.3% | $12.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $140.99万 | 0.17% | 3,254 | -201 | -5.8% | -$8.71万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $124.28万 | 0.15% | 11,390 | -91 | -0.8% | -$9,929 | 减仓 |
| CSCO | CISCO SYS INC | $123.87万 | 0.15% | 10,545 | -326 | -3.0% | -$3.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $120.42万 | 0.15% | 3,973 | 437 | 12.4% | $13.24万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $106.03万 | 0.13% | 45,685 | -34,311 | -42.9% | -$79.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $103.11万 | 0.13% | 4,060 | 277 | 7.3% | $7.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.33万 | 0.13% | 2,045 | 2 | 0.1% | $1,001 | 加仓 |
| — | EXXON MOBIL CORP | $100.28万 | 0.12% | 7,334 | 616 | 9.2% | $8.42万 | 加仓 |
| CAT | CATERPILLAR INC | $99.75万 | 0.12% | 937 | -69 | -6.9% | -$7.35万 | 减仓 |
| WMT | WALMART INC | $97.16万 | 0.12% | 8,578 | 999 | 13.2% | $11.32万 | 加仓 |
| CMI | CUMMINS INC | $96.91万 | 0.12% | 1,359 | -9 | -0.7% | -$6,418 | 减仓 |
| PAYX | PAYCHEX INC | $92.65万 | 0.11% | 9,423 | 683 | 7.8% | $6.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $89.45万 | 0.11% | 6,100 | -93 | -1.5% | -$1.36万 | 减仓 |
| KLAC | KLA CORP | $88.34万 | 0.11% | 2,928 | -252 | -7.9% | -$7.60万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $86.22万 | 0.11% | 3,644 | 81 | 2.3% | $1.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.04万 | 0.11% | 2,629 | 979 | 59.3% | $32.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $83.81万 | 0.10% | 19,794 | 2,368 | 13.6% | $10.03万 | 加仓 |
| QCOM | QUALCOMM INC | $82.04万 | 0.10% | 4,440 | -670 | -13.1% | -$12.38万 | 减仓 |
| MAS | MASCO CORP | $81.39万 | 0.10% | 10,003 | -1,440 | -12.6% | -$11.72万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $81.06万 | 0.10% | 840 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $78.88万 | 0.10% | 1,091 | -100 | -8.4% | -$7.23万 | 减仓 |
| NFLX | NETFLIX INC. | $75.68万 | 0.09% | 10,600 | 875 | 9.0% | $6.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.40万 | 0.09% | 1,516 | 386 | 34.2% | $18.43万 | 加仓 |
| HD | HOME DEPOT INC | $72.17万 | 0.09% | 2,046 | -7 | -0.3% | -$2,469 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.07万 | 0.09% | 2,527 | -1,068 | -29.7% | -$30.04万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $70.72万 | 0.09% | 8,272 | 160 | 2.0% | $1.37万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $70.56万 | 0.09% | 6,043 | 627 | 11.6% | $7.32万 | 加仓 |
| VLO | VALERO ENERGY CORP | $69.88万 | 0.09% | 2,683 | -26 | -1.0% | -$6,772 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $69.12万 | 0.08% | 599 | 599 | — | $69.12万 | 新建仓 |