Ally Invest Advisors Inc.
CHARLOTTE NC · SEC CIK 0001706013
$14.86亿2026Q1 申报市值
75持仓数
84.4%前十大占比 · 第一大 22.5%
0 / 1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
IVV 加仓+$1,379.90万
BNDX 加仓+$905.23万
IEF 加仓+$683.42万
VMBS 加仓+$476.35万
IGIB 加仓+$462.61万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$303.78万
BND 清仓-$68.83万
VTV 减仓-$39.89万
VUG 减仓-$25.29万
IEFA 减仓-$21.40万
2026Q1 持仓明细 点表头排序
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 | $0 | 0.00% | 0 | -9,293 | -100.0% | -$68.83万 | 清仓 |
| — | ISHARES TR | $21.43万 | 0.01% | 7,376 | -935 | -11.3% | -$2.72万 | 减仓 |
| — | ALPS ETF TR | $22.11万 | 0.01% | 4,224 | -245 | -5.5% | -$1.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $22.92万 | 0.02% | 328 | 56 | 20.6% | $3.91万 | 加仓 |
| VO | VANGUARD INDEX FDS | $24.15万 | 0.02% | 841 | -386 | -31.5% | -$11.09万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $27.15万 | 0.02% | 6,649 | 17 | 0.3% | $694 | 加仓 |
| IBB | ISHARES TR | $28.21万 | 0.02% | 1,671 | -91 | -5.2% | -$1.54万 | 减仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $28.48万 | 0.02% | 5,725 | -59 | -1.0% | -$2,935 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $28.96万 | 0.02% | 6,312 | -81 | -1.3% | -$3,717 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $29.49万 | 0.02% | 5,901 | -123 | -2.0% | -$6,146 | 减仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $31.95万 | 0.02% | 5,098 | 455 | 9.8% | $2.85万 | 加仓 |
| XAR | SPDR SER TR | $33.21万 | 0.02% | 1,307 | -195 | -13.0% | -$4.95万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $34.57万 | 0.02% | 4,929 | 44 | 0.9% | $3,086 | 加仓 |
| DES | WISDOMTREE TR | $35.08万 | 0.02% | 9,761 | 383 | 4.1% | $1.38万 | 加仓 |
| DEM | WISDOMTREE TR | $35.78万 | 0.02% | 7,200 | 273 | 3.9% | $1.36万 | 加仓 |
| ONEY | SPDR SER TR | $38.06万 | 0.03% | 3,170 | 125 | 4.1% | $1.50万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $39.38万 | 0.03% | 6,428 | -1,622 | -20.1% | -$9.94万 | 减仓 |
| IJK | ISHARES TR | $41.86万 | 0.03% | 4,161 | 681 | 19.6% | $6.85万 | 加仓 |
| IJJ | ISHARES TR | $43.40万 | 0.03% | 3,276 | -220 | -6.3% | -$2.91万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $44.23万 | 0.03% | 3,940 | 229 | 6.2% | $2.57万 | 加仓 |
| — | ISHARES TR | $49.31万 | 0.03% | 10,308 | -330 | -3.1% | -$1.58万 | 减仓 |
| IEMG | ISHARES INC | $53.87万 | 0.04% | 7,723 | -1,257 | -14.0% | -$8.77万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $54.50万 | 0.04% | 7,068 | 239 | 3.5% | $1.84万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $57.24万 | 0.04% | 6,982 | 92 | 1.3% | $7,542 | 加仓 |
| SUSB | ISHARES TR | $57.75万 | 0.04% | 23,039 | 140 | 0.6% | $3,509 | 加仓 |
| BOTZ | GLOBAL X FDS | $66.35万 | 0.04% | 19,974 | 262 | 1.3% | $8,704 | 加仓 |
| EUSB | ISHARES TR | $67.99万 | 0.05% | 15,629 | 619 | 4.1% | $2.69万 | 加仓 |
| SPYX | SPDR SER TR | $69.38万 | 0.05% | 13,083 | 741 | 6.0% | $3.93万 | 加仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $71.46万 | 0.05% | 6,535 | 1,219 | 22.9% | $13.33万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $78.57万 | 0.05% | 4,858 | -104 | -2.1% | -$1.68万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $85.05万 | 0.06% | 37,013 | 1,547 | 4.4% | $3.55万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $85.94万 | 0.06% | 7,752 | -79 | -1.0% | -$8,758 | 减仓 |
| CRBN | ISHARES TR | $87.75万 | 0.06% | 3,938 | 222 | 6.0% | $4.95万 | 加仓 |
| SPLB | SPDR SER TR | $90.34万 | 0.06% | 40,658 | 1,036 | 2.6% | $2.30万 | 加仓 |
| IXUS | ISHARES TR | $92.21万 | 0.06% | 10,643 | 2,160 | 25.5% | $18.71万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $92.30万 | 0.06% | 8,469 | -41 | -0.5% | -$4,468 | 减仓 |
| XT | ISHARES TR | $93.76万 | 0.06% | 13,758 | 204 | 1.5% | $1.39万 | 加仓 |
| DMXF | ISHARES TR | $94.39万 | 0.06% | 12,510 | 166 | 1.3% | $1.25万 | 加仓 |
| IEFA | ISHARES TR | $95.95万 | 0.06% | 10,598 | -2,364 | -18.2% | -$21.40万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $110.21万 | 0.07% | 22,323 | 53 | 0.2% | $2,617 | 加仓 |
| VTV | VANGUARD INDEX FDS | $115.75万 | 0.08% | 5,899 | -2,033 | -25.6% | -$39.89万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $120.68万 | 0.08% | 8,231 | -35 | -0.4% | -$5,132 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $156.57万 | 0.11% | 51,033 | 1,757 | 3.6% | $5.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $173.46万 | 0.12% | 3,971 | -579 | -12.7% | -$25.29万 | 减仓 |
| SPIB | SPDR SER TR | $184.62万 | 0.12% | 55,044 | 1,300 | 2.4% | $4.36万 | 加仓 |
| EAGG | ISHARES TR | $211.39万 | 0.14% | 44,457 | 92 | 0.2% | $4,375 | 加仓 |
| VTI | VANGUARD INDEX FDS | $255.93万 | 0.17% | 7,978 | 1,229 | 18.2% | $39.43万 | 加仓 |
| SUB | ISHARES TR | $260.57万 | 0.18% | 24,466 | 1,219 | 5.2% | $12.98万 | 加仓 |
| EMB | ISHARES TR | $278.64万 | 0.19% | 29,665 | 796 | 2.8% | $7.48万 | 加仓 |
| USXF | ISHARES TR | $284.63万 | 0.19% | 51,564 | 470 | 0.9% | $2.59万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $285.10万 | 0.19% | 36,360 | 1,084 | 3.1% | $8.50万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS INC | $357.95万 | 0.24% | 37,983 | -420 | -1.1% | -$3.96万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $377.95万 | 0.25% | 28,438 | -962 | -3.3% | -$12.79万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $408.19万 | 0.27% | 18,789 | 110 | 0.6% | $2.39万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $409.89万 | 0.28% | 13,561 | 88 | 0.7% | $2.66万 | 加仓 |
| IGSB | ISHARES TR | $458.21万 | 0.31% | 87,179 | 3,674 | 4.4% | $19.31万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS INC | $503.13万 | 0.34% | 33,972 | 506 | 1.5% | $7.49万 | 加仓 |
| ESML | ISHARES TR | $679.93万 | 0.46% | 144,606 | 1,981 | 1.4% | $9.31万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $740.67万 | 0.50% | 28,781 | 338 | 1.2% | $8.70万 | 加仓 |
| ESGE | ISHARES INC | $789.06万 | 0.53% | 173,536 | 227 | 0.1% | $1.03万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $804.52万 | 0.54% | 43,658 | 381 | 0.9% | $7.02万 | 加仓 |
| AGG | ISHARES TR | $2,116.79万 | 1.42% | 213,236 | 13,664 | 6.8% | $135.64万 | 加仓 |
| MUB | ISHARES TR | $2,620.82万 | 1.76% | 246,898 | 15,844 | 6.9% | $168.18万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,672.36万 | 1.80% | 917,392 | 26,268 | 2.9% | $76.52万 | 加仓 |
| ESGD | ISHARES TR | $2,774.53万 | 1.87% | 290,163 | 7,185 | 2.5% | $68.70万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,941.51万 | 1.98% | 964,431 | 12,056 | 1.3% | $36.77万 | 加仓 |
| ESGU | ISHARES TR | $4,924.28万 | 3.31% | 348,203 | 12,868 | 3.8% | $181.98万 | 加仓 |
| IJR | ISHARES TR | $5,122.48万 | 3.45% | 412,076 | 13,937 | 3.5% | $173.25万 | 加仓 |
| IGIB | ISHARES TR | $6,011.16万 | 4.05% | 1,129,499 | 86,924 | 8.3% | $462.61万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,818.23万 | 4.59% | 1,452,239 | 101,460 | 7.5% | $476.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $7,661.76万 | 5.16% | 1,417,537 | 21,238 | 1.5% | $114.79万 | 加仓 |
| IJH | ISHARES TR | $9,860.66万 | 6.64% | 1,460,194 | 42,424 | 3.0% | $286.49万 | 加仓 |
| IEF | ISHARES TR | $1.02亿 | 6.87% | 1,070,158 | 71,608 | 7.2% | $683.42万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.22亿 | 8.21% | 2,539,875 | 188,394 | 8.0% | $905.23万 | 加仓 |
| VEA | VANGUARD TAX MANAGED INTL | $2.92亿 | 19.66% | 4,557,340 | -47,407 | -1.0% | -$303.78万 | 减仓 |
| IVV | ISHARES TR | $3.34亿 | 22.48% | 511,337 | 21,125 | 4.3% | $1,379.90万 | 加仓 |