Advisor OS, LLC
CHICAGO IL · SEC CIK 0001767580
$13.81亿2026Q1 申报市值
575持仓数
37.0%前十大占比 · 第一大 7.0%
138 / 57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
BINC 新建仓+$4,665.10万
TCHP 加仓+$3,978.97万
DFIC 新建仓+$3,363.89万
SGVT 新建仓+$1,745.19万
SPAB 加仓+$1,720.40万
2026Q1 卖出最多 按季末市值估算
CLIP 减仓-$3,535.43万
BASG 清仓-$3,274.79万
MINT 减仓-$2,588.54万
OEF 清仓-$954.04万
VOO 减仓-$670.75万
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 |
|---|---|---|---|---|---|---|---|---|
| KJAN | INNOVATOR ETFS TRUST | $86.93万 | 0.06% | 20,836 | 20,836 | — | $86.93万 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $86.48万 | 0.06% | 20,463 | 2,906 | 16.6% | $12.28万 | 加仓 |
| TOUS | T ROWE PRICE ETF INC | $86.16万 | 0.06% | 24,945 | 17,893 | 253.7% | $61.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $86.06万 | 0.06% | 6,475 | -13,000 | -66.8% | -$172.79万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $84.97万 | 0.06% | 3,391 | -42 | -1.2% | -$1.05万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $84.36万 | 0.06% | 9,944 | -663 | -6.3% | -$5.62万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $83.17万 | 0.06% | 5,188 | 1,231 | 31.1% | $19.74万 | 加仓 |
| COP | CONOCOPHILLIPS | $81.98万 | 0.06% | 6,211 | 207 | 3.4% | $2.73万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $81.60万 | 0.06% | 4,115 | 528 | 14.7% | $10.47万 | 加仓 |
| IVW | ISHARES TR | $80.67万 | 0.06% | 7,132 | 4,942 | 225.7% | $55.90万 | 重新持有 |
| UNP | UNION PAC CORP | $80.18万 | 0.06% | 3,305 | 289 | 9.6% | $7.01万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $79.86万 | 0.06% | 26,220 | 26,220 | — | $79.86万 | 新建仓 |
| ALL | ALLSTATE CORP | $79.65万 | 0.06% | 3,841 | 38 | 1.0% | $7,880 | 加仓 |
| TER | TERADYNE INC | $78.66万 | 0.06% | 2,653 | 2,653 | — | $78.66万 | 新建仓 |
| TMSL | T ROWE PRICE ETF INC | $78.39万 | 0.06% | 21,378 | 21,378 | — | $78.39万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $77.96万 | 0.06% | 46,489 | 10,031 | 27.5% | $16.82万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $77.56万 | 0.06% | 3,817 | 1,241 | 48.2% | $25.22万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $76.86万 | 0.06% | 3,598 | -262 | -6.8% | -$5.60万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $76.74万 | 0.06% | 1,561 | 562 | 56.3% | $27.63万 | 加仓 |
| AON | AON PLC | $76.61万 | 0.06% | 2,373 | 1,437 | 153.5% | $46.39万 | 加仓 |
| ACWX | ISHARES TR | $76.55万 | 0.06% | 11,180 | 11,180 | — | $76.55万 | 新建仓 |
| SRE | SEMPRA | $76.49万 | 0.06% | 7,872 | 598 | 8.2% | $5.81万 | 加仓 |
| ADI | ANALOG DEVICES INC | $75.90万 | 0.05% | 2,385 | -220 | -8.4% | -$7.00万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $75.70万 | 0.05% | 8,150 | -504 | -5.8% | -$4.68万 | 减仓 |
| DHR | DANAHER CORP DEL | $75.55万 | 0.05% | 3,984 | -2,119 | -34.7% | -$40.18万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $74.22万 | 0.05% | 1,901 | -6 | -0.3% | -$2,342 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $74.09万 | 0.05% | 3,905 | -1,309 | -25.1% | -$24.84万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $73.89万 | 0.05% | 3,632 | 220 | 6.4% | $4.48万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $72.85万 | 0.05% | 10,023 | -5,146 | -33.9% | -$37.40万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $72.29万 | 0.05% | 12,837 | -8,640 | -40.2% | -$48.65万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $71.94万 | 0.05% | 12,366 | 12,366 | — | $71.94万 | 新建仓 |
| WFC | WELLS FARGO & CO | $71.66万 | 0.05% | 9,001 | 1,025 | 12.9% | $8.16万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $71.59万 | 0.05% | 799 | 13 | 1.7% | $1.16万 | 加仓 |
| SHV | ISHARES TR | $71.01万 | 0.05% | 6,433 | -186 | -2.8% | -$2.05万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $70.65万 | 0.05% | 15,226 | -867 | -5.4% | -$4.02万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $70.08万 | 0.05% | 2,412 | 885 | 58.0% | $25.71万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $69.41万 | 0.05% | 3,805 | 545 | 16.7% | $9.94万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $69.05万 | 0.05% | 38,902 | -401 | -1.0% | -$7,118 | 减仓 |
| C | CITIGROUP INC | $68.89万 | 0.05% | 6,075 | 1,216 | 25.0% | $13.79万 | 加仓 |
| IVE | ISHARES TR | $68.45万 | 0.05% | 3,242 | 3,242 | — | $68.45万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $68.19万 | 0.05% | 6,257 | 6,257 | — | $68.19万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $68.00万 | 0.05% | 1,475 | -416 | -22.0% | -$19.18万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $67.54万 | 0.05% | 5,501 | 160 | 3.0% | $1.96万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $67.50万 | 0.05% | 22,448 | -5,471 | -19.6% | -$16.45万 | 减仓 |
| BA | BOEING CO | $67.43万 | 0.05% | 3,388 | 393 | 13.1% | $7.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $66.88万 | 0.05% | 19,712 | 19,712 | — | $66.88万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $66.70万 | 0.05% | 9,024 | 6,109 | 209.6% | $45.16万 | 加仓 |
| LIN | LINDE PLC | $66.15万 | 0.05% | 1,334 | 258 | 24.0% | $12.79万 | 加仓 |
| — | VERIS RESIDENTIAL INC | $65.90万 | 0.05% | 34,923 | -70 | -0.2% | -$1,321 | 重新持有 |
| CVNA | CARVANA CO | $65.86万 | 0.05% | 2,095 | 1,562 | 293.1% | $49.11万 | 加仓 |
| NVS | NOVARTIS AG | $65.84万 | 0.05% | 4,310 | 4,310 | — | $65.84万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $65.81万 | 0.05% | 26,221 | 22 | 0.1% | $552 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $65.66万 | 0.05% | 52,072 | 2,667 | 5.4% | $3.36万 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $65.46万 | 0.05% | 58,971 | -525 | -0.9% | -$5,827 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $64.85万 | 0.05% | 154 | 33 | 27.3% | $13.90万 | 加仓 |
| USB | US BANCORP | $64.34万 | 0.05% | 12,371 | -218 | -1.7% | -$1.13万 | 减仓 |
| BLK | BLACKROCK INC | $63.87万 | 0.05% | 664 | -317 | -32.3% | -$30.49万 | 减仓 |
| CTAS | CINTAS CORP | $63.77万 | 0.05% | 3,770 | 629 | 20.0% | $10.64万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $63.53万 | 0.05% | 22,130 | -17,243 | -43.8% | -$49.50万 | 减仓 |
| HYG | ISHARES TR | $63.50万 | 0.05% | 7,982 | -1,904 | -19.3% | -$15.15万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $63.19万 | 0.05% | 18,881 | 18,881 | — | $63.19万 | 新建仓 |
| SYK | STRYKER CORPORATION | $62.37万 | 0.05% | 1,899 | 105 | 5.9% | $3.45万 | 加仓 |
| VOTE | TCW ETF TRUST | $62.19万 | 0.05% | 8,151 | 172 | 2.2% | $1.31万 | 加仓 |
| TMUS | T-MOBILE US INC | $61.93万 | 0.04% | 2,948 | 747 | 33.9% | $15.69万 | 加仓 |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $61.91万 | 0.04% | 63,370 | 7,209 | 12.8% | $7.04万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $60.82万 | 0.04% | 27,370 | -7,697 | -21.9% | -$17.10万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $59.66万 | 0.04% | 1,260 | -110 | -8.0% | -$5.21万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $59.22万 | 0.04% | 3,248 | 291 | 9.8% | $5.31万 | 加仓 |
| LOW | LOWES COS INC | $59.16万 | 0.04% | 2,504 | -144 | -5.4% | -$3.40万 | 减仓 |
| NOW | SERVICENOW INC | $58.91万 | 0.04% | 5,635 | -357 | -6.0% | -$3.73万 | 减仓 |
| FIX | COMFORT SYS USA INC | $58.91万 | 0.04% | 427 | -31 | -6.8% | -$4.28万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $58.69万 | 0.04% | 537 | -382 | -41.6% | -$41.75万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.01万 | 0.04% | 686 | 126 | 22.5% | $10.65万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $57.57万 | 0.04% | 12,497 | -2,624 | -17.4% | -$12.09万 | 减仓 |
| KLAC | KLA CORP | $57.44万 | 0.04% | 390 | 10 | 2.6% | $1.47万 | 加仓 |
| APG | API GROUP CORP | $57.24万 | 0.04% | 14,127 | 249 | 1.8% | $1.01万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $57.05万 | 0.04% | 12,205 | 5 | 0.0% | $234 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $56.93万 | 0.04% | 1,666 | 108 | 6.9% | $3.69万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $56.57万 | 0.04% | 9,328 | 716 | 8.3% | $4.34万 | 加仓 |
| INTC | INTEL CORP | $56.11万 | 0.04% | 12,714 | 699 | 5.8% | $3.08万 | 加仓 |
| DGRO | ISHARES TR | $55.81万 | 0.04% | 7,952 | 4,479 | 129.0% | $31.43万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $55.58万 | 0.04% | 3,791 | 3,791 | — | $55.58万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $54.88万 | 0.04% | 10,060 | 10,060 | — | $54.88万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $54.61万 | 0.04% | 4,717 | 2,790 | 144.8% | $32.30万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $53.64万 | 0.04% | 11,953 | 11,953 | — | $53.64万 | 新建仓 |
| ETN | EATON CORP PLC | $53.32万 | 0.04% | 1,491 | 257 | 20.8% | $9.19万 | 加仓 |
| AME | AMETEK INC | $52.09万 | 0.04% | 2,430 | 46 | 1.9% | $9,861 | 加仓 |
| IAU | ISHARES GOLD TR | $51.96万 | 0.04% | 5,894 | 513 | 9.5% | $4.52万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $51.20万 | 0.04% | 2,581 | 136 | 5.6% | $2.70万 | 加仓 |
| SHEL | SHELL PLC | $50.99万 | 0.04% | 5,483 | 1,185 | 27.6% | $11.02万 | 加仓 |
| EFV | ISHARES TR | $50.79万 | 0.04% | 6,832 | 6,832 | — | $50.79万 | 新建仓 |
| IJH | ISHARES TR | $50.49万 | 0.04% | 7,478 | 936 | 14.3% | $6.32万 | 加仓 |
| HUBB | HUBBELL INC | $50.47万 | 0.04% | 1,029 | 48 | 4.9% | $2.35万 | 加仓 |
| CLH | CLEAN HARBORS INC | $50.38万 | 0.04% | 1,757 | -275 | -13.5% | -$7.89万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $50.16万 | 0.04% | 5,337 | -5,730 | -51.8% | -$53.85万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $50.15万 | 0.04% | 11,633 | 11,633 | — | $50.15万 | 新建仓 |
| CRM | SALESFORCE INC | $50.02万 | 0.04% | 2,679 | 168 | 6.7% | $3.14万 | 加仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $49.77万 | 0.04% | 25,405 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $49.71万 | 0.04% | 2,514 | 105 | 4.4% | $2.08万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $49.61万 | 0.04% | 3,154 | 682 | 27.6% | $10.73万 | 加仓 |