Advisor OS, LLC
CHICAGO IL · SEC CIK 0001767580
$14.98亿2026Q2 申报市值
588持仓数
37.0%前十大占比 · 第一大 7.7%
43 / 43新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TCHP 加仓+$704.15万
RWJ 加仓+$501.74万
SCHZ 加仓+$494.09万
AVEM 加仓+$433.71万
VOO 加仓+$410.51万
2026Q2 卖出最多 按季末市值估算
SPAB 减仓-$1,716.17万
SPY 减仓-$820.88万
RSP 减仓-$692.09万
ICSH 减仓-$606.42万
VEA 减仓-$543.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,851 | -100.0% | -$38.58万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,203 | -100.0% | -$37.56万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -8,691 | -100.0% | -$27.82万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,145 | -100.0% | -$27.45万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -251 | -100.0% | -$26.80万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -3,587 | -100.0% | -$26.71万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,538 | -100.0% | -$26.05万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -5,115 | -100.0% | -$25.99万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,508 | -100.0% | -$25.82万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -5,705 | -100.0% | -$25.46万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -4,090 | -100.0% | -$24.28万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -1,595 | -100.0% | -$23.20万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -758 | -100.0% | -$23.05万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,156 | -100.0% | -$22.87万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,958 | -100.0% | -$22.80万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -10,913 | -100.0% | -$22.59万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -5,165 | -100.0% | -$21.92万 | 清仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -7,532 | -100.0% | -$21.65万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -353 | -100.0% | -$21.36万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -396 | -100.0% | -$21.34万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -12,425 | -100.0% | -$21.31万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -1,651 | -100.0% | -$20.85万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -1,152 | -100.0% | -$20.78万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -4,476 | -100.0% | -$20.23万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -4,359 | -100.0% | -$20.04万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -12,046 | -100.0% | -$18.48万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -11,849 | -100.0% | -$8.40万 | 清仓 |
| — | REDFIN CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,556 | 清仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$209 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$140 | 清仓 |
| AAPL | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6 | 清仓 |