13F 机构持仓

Ally Invest Advisors Inc.

CHARLOTTE NC · SEC CIK 0001706013

2026Q22026Q1 更早 9 个季度 🔒
$16.56亿2026Q2 申报市值
75持仓数
84.3%前十大占比 · 第一大 23.2%
0 / 0新建仓 / 清仓
申报市值走势$16.56亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 23.2%
VEA 19.6%
BNDX 7.8%
IJH 6.8%
IEF 6.4%
VWO 5.2%
VMBS 4.3%
IGIB 3.8%
IJR 3.7%
ESGU 3.5%

2026Q2 买入最多 按季末市值估算

BNDX 加仓+$592.53万
IEF 加仓+$514.82万
VMBS 加仓+$320.09万
IGIB 加仓+$275.59万
IVV 加仓+$154.65万

2026Q2 卖出最多 按季末市值估算

XLK 减仓-$118.29万
ESGE 减仓-$24.54万
IJR 减仓-$20.04万
SKYY 减仓-$14.30万
VUG 减仓-$9.28万

2026Q2 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
IVV ISHARES TR $3.84亿23.22%513,402 2,0650.4% $154.65万 加仓
VEA VANGUARD TAX MANAGED INTL $3.25亿19.64%4,566,227 8,8870.2% $63.32万 加仓
BNDX VANGUARD CHARLOTTE FDS $1.29亿7.79%2,662,224 122,3494.8% $592.53万 加仓
IJH ISHARES TR $1.13亿6.83%1,467,792 7,5980.5% $58.59万 加仓
IEF ISHARES TR $1.06亿6.42%1,124,596 54,4385.1% $514.82万 加仓
VWO VANGUARD INTL EQUITY INDEX F $8,533.36万5.15%1,429,618 12,0810.9% $72.11万 加仓
VMBS VANGUARD SCOTTSDALE FDS $7,117.99万4.30%1,520,621 68,3824.7% $320.09万 加仓
IGIB ISHARES TR $6,281.11万3.79%1,181,331 51,8324.6% $275.59万 加仓
IJR ISHARES TR $6,091.44万3.68%410,725 -1,351-0.3% -$20.04万 减仓
ESGU ISHARES TR $5,736.09万3.46%350,467 2,2640.7% $37.05万 加仓
SCHV SCHWAB STRATEGIC TR $3,404.73万2.06%978,090 13,6591.4% $47.55万 加仓
SCHG SCHWAB STRATEGIC TR $3,162.55万1.91%934,561 17,1691.9% $58.10万 加仓
ESGD ISHARES TR $3,061.84万1.85%297,816 7,6532.6% $78.68万 加仓
MUB ISHARES TR $2,759.71万1.67%256,431 9,5333.9% $102.59万 加仓
AGG ISHARES TR $2,245.54万1.36%226,868 13,6326.4% $134.93万 加仓
ESGE ISHARES INC $924.52万0.56%169,049 -4,487-2.6% -$24.54万 减仓
VOT VANGUARD INDEX FDS $906.93万0.55%29,609 8282.9% $25.36万 加仓
VOE VANGUARD INDEX FDS $884.42万0.53%44,758 1,1002.5% $21.74万 加仓
ESML ISHARES TR $806.82万0.49%144,256 -350-0.2% -$1.96万 减仓
VYM VANGUARD WHITEHALL FDS INC $563.99万0.34%35,689 1,7175.1% $27.13万 加仓
VBK VANGUARD INDEX FDS $502.73万0.30%13,747 1861.4% $6.80万 加仓
IGSB ISHARES TR $488.09万0.29%93,130 5,9516.8% $31.19万 加仓
VBR VANGUARD INDEX FDS $467.18万0.28%19,226 4372.3% $10.62万 加仓
XLK SELECT SECTOR SPDR TR $423.50万0.26%22,229 -6,209-21.8% -$118.29万 减仓
VYMI VANGUARD WHITEHALL FDS INC $390.69万0.24%39,786 1,8034.7% $17.71万 加仓
USXF ISHARES TR $365.12万0.22%52,573 1,0092.0% $7.01万 加仓
VTI VANGUARD INDEX FDS $317.33万0.19%8,576 5987.5% $22.13万 加仓
BSV VANGUARD BD INDEX FDS $304.86万0.18%39,130 2,7707.6% $21.58万 加仓
EMB ISHARES TR $300.29万0.18%31,138 1,4735.0% $14.21万 加仓
SUB ISHARES TR $279.71万0.17%26,271 1,8057.4% $19.22万 加仓
EAGG ISHARES TR $214.48万0.13%45,240 7831.8% $3.71万 加仓
SPIB SPDR SER TR $198.55万0.12%59,338 4,2947.8% $14.37万 加仓
VUG VANGUARD INDEX FDS $195.96万0.12%22,749 -1,077-4.5% -$9.28万 减仓
SCHD SCHWAB STRATEGIC TR $178.31万0.11%56,231 5,19810.2% $16.48万 加仓
XLV SELECT SECTOR SPDR TR $136.88万0.08%8,627 3964.8% $6.28万 加仓
XLF SELECT SECTOR SPDR TR $127.96万0.08%23,868 1,5456.9% $8.28万 加仓
VTV VANGUARD INDEX FDS $126.70万0.08%5,814 -85-1.4% -$1.85万 减仓
DMXF ISHARES TR $113.13万0.07%13,373 8636.9% $7.30万 加仓
XT ISHARES TR $109.76万0.07%13,283 -475-3.5% -$3.92万 减仓
IXUS ISHARES TR $109.24万0.07%11,446 8037.5% $7.66万 加仓
XLY SELECT SECTOR SPDR TR $100.95万0.06%8,607 1381.6% $1.62万 加仓
IEFA ISHARES TR $100.41万0.06%10,397 -201-1.9% -$1.94万 减仓
SPLB SPDR SER TR $99.78万0.06%44,547 3,8899.6% $8.71万 加仓
CRBN ISHARES TR $99.12万0.06%3,918 -20-0.5% -$5,060 减仓
PZA INVESCO EXCH TRADED FD TR II $92.57万0.06%39,359 2,3466.3% $5.52万 加仓
XLI SELECT SECTOR SPDR TR $86.35万0.05%4,662 -196-4.0% -$3.63万 减仓
XLC SELECT SECTOR SPDR TR $83.75万0.05%7,818 660.9% $7,070 加仓
SPYX SPDR SER TR $79.35万0.05%12,987 -96-0.7% -$5,866 减仓
BOTZ GLOBAL X FDS $74.21万0.04%19,561 -413-2.1% -$1.57万 减仓
SKYY FIRST TR EXCHANGE TRADED FD $73.63万0.04%5,472 -1,063-16.3% -$14.30万 减仓
EUSB ISHARES TR $72.06万0.04%16,584 9556.1% $4.15万 加仓
VXUS VANGUARD STAR FDS $65.62万0.04%7,676 6088.6% $5.20万 加仓
— ISHARES TR $60.83万0.04%10,498 1901.8% $1.10万 加仓
SUSB ISHARES TR $59.91万0.04%23,975 9364.1% $2.34万 加仓
XLP SELECT SECTOR SPDR TR $58.60万0.04%7,054 721.0% $5,981 加仓
IEMG ISHARES INC $58.52万0.04%7,064 -659-8.5% -$5.46万 减仓
ESGV VANGUARD WORLD FD $49.95万0.03%3,777 -163-4.1% -$2.16万 减仓
IJK ISHARES TR $48.65万0.03%4,140 -21-0.5% -$2,468 减仓
IJJ ISHARES TR $48.59万0.03%3,289 130.4% $1,920 加仓
ONEY SPDR SER TR $45.16万0.03%3,525 35511.2% $4.55万 加仓
DES WISDOMTREE TR $43.96万0.03%10,807 1,04610.7% $4.26万 加仓
DEM WISDOMTREE TR $42.72万0.03%7,942 74210.3% $3.99万 加仓
LCTU BLACKROCK ETF TRUST $40.43万0.02%5,044 1152.3% $9,218 加仓
CIBR FIRST TR EXCHANGE TRADED FD $39.85万0.02%4,435 -663-13.0% -$5.96万 减仓
XAR SPDR SER TR $38.94万0.02%1,372 655.0% $1.85万 加仓
XLE SELECT SECTOR SPDR TR $37.09万0.02%6,983 5558.6% $2.95万 加仓
JMSI J P MORGAN EXCHANGE TRADED F $31.19万0.02%6,184 4598.0% $2.32万 加仓
IBB ISHARES TR $29.87万0.02%1,571 -100-6.0% -$1.90万 减仓
VGT VANGUARD WORLD FD $29.84万0.02%2,497 -127-4.8% -$1.52万 减仓
XLU SELECT SECTOR SPDR TR $29.06万0.02%6,408 961.5% $4,353 加仓
XLB SELECT SECTOR SPDR TR $28.95万0.02%5,695 -206-3.5% -$1.05万 减仓
XLRE SELECT SECTOR SPDR TR $28.84万0.02%6,550 -99-1.5% -$4,359 减仓
VO VANGUARD INDEX FDS $27.60万0.02%3,425 611.8% $4,915 加仓
— ALPS ETF TR $23.15万0.01%3,581 -643-15.2% -$4.16万 减仓
— ISHARES TR $23.12万0.01%6,852 -524-7.1% -$1.77万 减仓