Kovack Advisors, Inc.
FT. LAUDERDALE FL · SEC CIK 0001728321
$18.75亿2026Q1 申报市值
1,011持仓数
22.7%前十大占比 · 第一大 4.4%
110 / 93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
VGSH 加仓+$2,090.69万
VEU 加仓+$931.12万
VOO 加仓+$791.61万
FTSM 加仓+$574.03万
JAAA 加仓+$548.27万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$2,846.80万
SPMO 减仓-$2,314.79万
NVDA 减仓-$2,037.39万
SCHG 减仓-$1,359.86万
AAPL 减仓-$1,277.95万
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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $1,074.16万 | 0.57% | 141,288 | 122,473 | 650.9% | $931.12万 | 加仓 |
| QUAL | ISHARES TR | $1,120.09万 | 0.60% | 58,822 | 27,192 | 86.0% | $517.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,121.27万 | 0.60% | 51,418 | 506 | 1.0% | $11.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,141.10万 | 0.61% | 58,068 | -2,901 | -4.8% | -$57.01万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,143.27万 | 0.61% | 35,469 | -1,131 | -3.1% | -$36.46万 | 减仓 |
| — | EXXON MOBIL CORP | $1,161.68万 | 0.62% | 70,627 | -1,430 | -2.0% | -$23.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,242.94万 | 0.66% | 83,906 | -10,882 | -11.5% | -$161.20万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,310.98万 | 0.70% | 232,526 | -44,035 | -15.9% | -$248.27万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,315.73万 | 0.70% | 388,961 | 3,152 | 0.8% | $10.66万 | 加仓 |
| GLD | SPDR GOLD TR | $1,321.95万 | 0.71% | 30,435 | 2,364 | 8.4% | $102.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,348.18万 | 0.72% | 28,165 | -2,723 | -8.8% | -$130.34万 | 减仓 |
| META | META PLATFORMS INC | $1,418.97万 | 0.76% | 24,193 | -3,503 | -12.6% | -$205.46万 | 减仓 |
| — | STRATEGY INC | $1,437.62万 | 0.77% | 201,990 | 19,911 | 10.9% | $141.71万 | 加仓 |
| GOOG | ALPHABET INC | $1,583.60万 | 0.84% | 54,134 | -3,824 | -6.6% | -$111.86万 | 减仓 |
| AVGO | BROADCOM INC | $1,903.09万 | 1.02% | 60,753 | -19,407 | -24.2% | -$607.92万 | 减仓 |
| GOOGL | ALPHABET INC | $1,917.49万 | 1.02% | 65,056 | -34,918 | -34.9% | -$1,029.19万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,360.50万 | 1.26% | 404,601 | 358,354 | 774.9% | $2,090.69万 | 加仓 |
| TSLA | TESLA INC | $2,443.40万 | 1.30% | 65,044 | -1,522 | -2.3% | -$57.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,897.44万 | 1.55% | 49,860 | -5,137 | -9.3% | -$298.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,113.81万 | 1.66% | 83,957 | -16,890 | -16.7% | -$626.42万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,381.18万 | 1.80% | 56,278 | 13,176 | 30.6% | $791.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,945.05万 | 2.10% | 60,317 | -9,055 | -13.1% | -$592.25万 | 减仓 |
| AMZN | AMAZON COM INC | $4,640.34万 | 2.48% | 221,772 | -50,667 | -18.6% | -$1,060.15万 | 减仓 |
| IVV | ISHARES TR | $5,571.76万 | 2.97% | 84,882 | -4,213 | -4.7% | -$276.55万 | 减仓 |
| AAPL | APPLE INC | $5,943.61万 | 3.17% | 233,285 | -50,159 | -17.7% | -$1,277.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,237.95万 | 4.39% | 466,712 | -115,426 | -19.8% | -$2,037.39万 | 减仓 |