CARY STREET PARTNERS INVESTMENT ADVISORY LLC
RICHMOND VA · SEC CIK 0001766904
$3.92亿2026Q1 申报市值
689持仓数
17.6%前十大占比 · 第一大 3.2%
41 / 25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
IEUR 加仓+$284.35万
EFG 加仓+$128.48万
VTV 加仓+$125.19万
SPDW 加仓+$93.93万
PYLD 加仓+$80.20万
2026Q1 卖出最多 按季末市值估算
VPL 减仓-$163.97万
EEMA 减仓-$150.47万
BIL 减仓-$137.08万
JMST 减仓-$126.91万
TACK 减仓-$67.89万
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 |
|---|---|---|---|---|---|---|---|---|
| UBS | UBS GROUP AG SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLS | CELESTICA INC COM | $0 | 0.00% | 0 | -273 | -100.0% | -$8.07万 | 清仓 |
| HUM | HUMANA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $0 | 0.00% | 0 | -652 | -100.0% | -$5.56万 | 清仓 |
| FTV | FORTIVE CORP COM | $0 | 0.00% | 0 | -892 | -100.0% | -$4.92万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC COM | $0 | 0.00% | 0 | -125 | -100.0% | -$4.89万 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -203 | -100.0% | -$4.28万 | 清仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VALE | VALE S A SPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYS INC CL A COM | $0 | 0.00% | 0 | -178 | -100.0% | -$3.97万 | 清仓 |
| AMCR | AMCOR PLC COM NEW | $0 | 0.00% | 0 | -4,015 | -100.0% | -$3.35万 | 清仓 |
| HUBS | HUBSPOT INC COM | $0 | 0.00% | 0 | -83 | -100.0% | -$3.33万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMX | CARMAX INC COM | $0 | 0.00% | 0 | -487 | -100.0% | -$1.88万 | 清仓 |
| OXLC | OXFORD LANE CAP CORP COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.46万 | 清仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -113 | -100.0% | -$1.14万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $0 | 0.00% | 0 | -437 | -100.0% | -$6,927 | 清仓 |
| SSB | SOUTHSTATE BK CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $0 | 0.00% | 0 | -107 | -100.0% | -$4,134 | 清仓 |
| — | AVANOS MED INC COM | $0 | 0.00% | 0 | -260 | -100.0% | -$2,920 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $0 | 0.00% | 0 | -28 | -100.0% | -$2,818 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$2,676 | 清仓 |
| DUOL | DUOLINGO INC CL A COM | $0 | 0.00% | 0 | -15 | -100.0% | -$2,633 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$2,329 | 清仓 |