Net Worth Advisory Group
SANDY UT · SEC CIK 0001791998
$3.97亿2026Q2 申报市值
411持仓数
29.1%前十大占比 · 第一大 5.6%
40 / 69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
VTIP 新建仓+$1,097.80万
VGSH 新建仓+$746.49万
VCIT 加仓+$714.43万
VGIT 加仓+$439.21万
VANGUARD MALVERN 新建仓+$429.13万
2026Q2 卖出最多 按季末市值估算
TIP 减仓-$1,229.83万
IEF 减仓-$1,087.95万
SHY 减仓-$1,082.42万
AAPL 减仓-$1,078.76万
IVW 减仓-$1,078.71万
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 |
|---|---|---|---|---|---|---|---|---|
| D | DOMINION ENERGY INC | $30.93万 | 0.08% | 4,530 | -241 | -5.1% | -$1.65万 | 减仓 |
| SHY | ISHARES TR | $31.04万 | 0.08% | 3,780 | -131,818 | -97.2% | -$1,082.42万 | 减仓 |
| FFIV | F5 INC | $31.08万 | 0.08% | 747 | -49 | -6.2% | -$2.04万 | 减仓 |
| BP | BP PLC | $31.10万 | 0.08% | 8,416 | -58 | -0.7% | -$2,143 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $31.10万 | 0.08% | 3,205 | -64 | -2.0% | -$6,211 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $31.17万 | 0.08% | 6,163 | -8,751 | -58.7% | -$44.26万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $31.24万 | 0.08% | 3,589 | -241 | -6.3% | -$2.10万 | 减仓 |
| H | HYATT HOTELS CORP | $31.26万 | 0.08% | 1,612 | -111 | -6.4% | -$2.15万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $31.42万 | 0.08% | 2,434 | 91 | 3.9% | $1.17万 | 加仓 |
| MSCI | MSCI INC | $31.44万 | 0.08% | 561 | -35 | -5.9% | -$1.96万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $31.46万 | 0.08% | 5,669 | -328 | -5.5% | -$1.82万 | 减仓 |
| UNM | UNUM GROUP | $31.60万 | 0.08% | 3,535 | -212 | -5.7% | -$1.90万 | 减仓 |
| IJT | ISHARES TR | $31.69万 | 0.08% | 1,775 | -12,412 | -87.5% | -$221.62万 | 减仓 |
| MP | MP MATERIALS CORP | $31.87万 | 0.08% | 5,690 | -418 | -6.8% | -$2.34万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $32.06万 | 0.08% | 1,402 | -306 | -17.9% | -$7.00万 | 重新持有 |
| SMTC | SEMTECH CORP | $32.07万 | 0.08% | 1,981 | 1,981 | — | $32.07万 | 新建仓 |
| IR | INGERSOLL RAND INC | $32.60万 | 0.08% | 3,976 | -187 | -4.5% | -$1.53万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $32.69万 | 0.08% | 2,107 | 580 | 38.0% | $9.00万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $32.70万 | 0.08% | 1,786 | -97 | -5.2% | -$1.78万 | 减仓 |
| GM | GENERAL MTRS CO | $32.72万 | 0.08% | 4,245 | -270 | -6.0% | -$2.08万 | 减仓 |
| ARMK | ARAMARK | $32.74万 | 0.08% | 5,754 | -384 | -6.3% | -$2.19万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $32.98万 | 0.08% | 3,283 | -104 | -3.1% | -$1.04万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $33.14万 | 0.08% | 1,132 | -78 | -6.4% | -$2.28万 | 减仓 |
| ECVT | ECOVYST INC | $33.23万 | 0.08% | 26,695 | -1,746 | -6.1% | -$2.17万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $33.24万 | 0.08% | 2,323 | -34 | -1.4% | -$4,866 | 减仓 |
| FIGS | FIGS INC | $33.26万 | 0.08% | 32,511 | -2,299 | -6.6% | -$2.35万 | 减仓 |
| OVV | OVINTIV INC | $33.40万 | 0.08% | 6,343 | -349 | -5.2% | -$1.84万 | 减仓 |
| USB | US BANCORP | $33.58万 | 0.08% | 5,559 | -3,208 | -36.6% | -$19.38万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $33.59万 | 0.08% | 768 | -52 | -6.3% | -$2.27万 | 减仓 |
| RBC | RBC BEARINGS INC | $34.01万 | 0.09% | 528 | 66 | 14.3% | $4.25万 | 加仓 |
| SBUX | STARBUCKS CORP | $34.60万 | 0.09% | 3,385 | -835 | -19.8% | -$8.53万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $34.70万 | 0.09% | 1,356 | -65 | -4.6% | -$1.66万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $34.77万 | 0.09% | 7,764 | -458 | -5.6% | -$2.05万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $34.78万 | 0.09% | 1,466 | 44 | 3.1% | $1.04万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $35.17万 | 0.09% | 2,070 | 286 | 16.0% | $4.86万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $35.41万 | 0.09% | 4,086 | 91 | 2.3% | $7,885 | 加仓 |
| TIP | ISHARES TR | $35.47万 | 0.09% | 3,241 | -112,379 | -97.2% | -$1,229.83万 | 减仓 |
| TTE | TOTALENERGIES SE | $35.49万 | 0.09% | 4,564 | -49 | -1.1% | -$3,810 | 减仓 |
| BE | BLOOM ENERGY CORP | $35.52万 | 0.09% | 1,173 | 1,173 | — | $35.52万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $35.56万 | 0.09% | 3,092 | 95 | 3.2% | $1.09万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $35.59万 | 0.09% | 1,623 | 42 | 2.7% | $9,209 | 加仓 |
| BCPC | BALCHEM CORP | $35.60万 | 0.09% | 2,107 | -83 | -3.8% | -$1.40万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $35.67万 | 0.09% | 31,990 | -1,705 | -5.1% | -$1.90万 | 减仓 |
| PEP | PEPSICO INC | $35.71万 | 0.09% | 2,637 | -879 | -25.0% | -$11.90万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.73万 | 0.09% | 3,062 | -271 | -8.1% | -$3.16万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $35.79万 | 0.09% | 3,944 | -125 | -3.1% | -$1.13万 | 减仓 |
| DAVE | DAVE INC | $35.88万 | 0.09% | 963 | 963 | — | $35.88万 | 新建仓 |
| PWR | QUANTA SVCS INC | $35.95万 | 0.09% | 499 | 499 | — | $35.95万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.00万 | 0.09% | 866 | -177 | -17.0% | -$7.36万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $36.15万 | 0.09% | 1,345 | 188 | 16.2% | $5.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $36.15万 | 0.09% | 1,488 | -3,670 | -71.2% | -$89.17万 | 减仓 |
| GE | GE AEROSPACE | $36.31万 | 0.09% | 971 | -66 | -6.4% | -$2.47万 | 减仓 |
| ICFI | ICF INTL INC | $36.38万 | 0.09% | 4,993 | -266 | -5.1% | -$1.94万 | 减仓 |
| — | WISDOMTREE TR | $36.38万 | 0.09% | 12,675 | -142 | -1.1% | -$4,075 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $36.54万 | 0.09% | 5,161 | 5,161 | — | $36.54万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $36.74万 | 0.09% | 1,005 | -1,929 | -65.7% | -$70.52万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $36.85万 | 0.09% | 2,128 | 68 | 3.3% | $1.18万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $36.94万 | 0.09% | 2,073 | -302 | -12.7% | -$5.38万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $37.11万 | 0.09% | 1,108 | 195 | 21.4% | $6.53万 | 加仓 |
| RY | ROYAL BK CDA | $37.17万 | 0.09% | 1,796 | 56 | 3.2% | $1.16万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $37.47万 | 0.09% | 17,733 | -9,950 | -35.9% | -$21.02万 | 减仓 |
| RTX | RTX CORPORATION | $37.61万 | 0.09% | 1,982 | -46 | -2.3% | -$8,728 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $37.64万 | 0.09% | 8,630 | -324 | -3.6% | -$1.41万 | 减仓 |
| AZN | ASTRAZENECA PLC | $37.67万 | 0.09% | 1,987 | 38 | 1.9% | $7,204 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $37.92万 | 0.10% | 19,423 | -31,962 | -62.2% | -$62.40万 | 减仓 |
| APA | APA CORPORATION | $38.69万 | 0.10% | 11,878 | -703 | -5.6% | -$2.29万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $38.89万 | 0.10% | 16,943 | -8,232 | -32.7% | -$18.90万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.14万 | 0.10% | 1,576 | -117 | -6.9% | -$2.91万 | 减仓 |
| EQIX | EQUINIX INC | $39.20万 | 0.10% | 376 | -48 | -11.3% | -$5.00万 | 减仓 |
| AEE | AMEREN CORP | $39.38万 | 0.10% | 3,484 | 56 | 1.6% | $6,330 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $40.22万 | 0.10% | 302 | -30 | -9.0% | -$4.00万 | 减仓 |
| FIX | COMFORT SYS USA INC | $40.38万 | 0.10% | 204 | -26 | -11.3% | -$5.15万 | 减仓 |
| AVT | AVNET INC | $40.54万 | 0.10% | 4,564 | -281 | -5.8% | -$2.50万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $40.99万 | 0.10% | 1,031 | -56 | -5.2% | -$2.23万 | 减仓 |
| AIR | AAR CORP | $41.12万 | 0.10% | 2,877 | -35 | -1.2% | -$5,003 | 减仓 |
| ICLR | ICON PUB LTD CO | $41.49万 | 0.10% | 2,389 | -215 | -8.3% | -$3.73万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $41.96万 | 0.11% | 18,780 | -9,290 | -33.1% | -$20.76万 | 减仓 |
| EFXT | ENERFLEX LTD | $41.97万 | 0.11% | 17,123 | -1,235 | -6.7% | -$3.03万 | 减仓 |
| IX | ORIX CORP | $41.98万 | 0.11% | 11,034 | -47 | -0.4% | -$1,788 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $42.08万 | 0.11% | 19,351 | -8,861 | -31.4% | -$19.27万 | 减仓 |
| IEF | ISHARES TR | $42.18万 | 0.11% | 4,460 | -115,041 | -96.3% | -$1,087.95万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $42.43万 | 0.11% | 22,843 | -24,983 | -52.2% | -$46.41万 | 减仓 |
| KO | COCA COLA CO | $42.89万 | 0.11% | 5,278 | -749 | -12.4% | -$6.09万 | 减仓 |
| VICR | VICOR CORP | $43.35万 | 0.11% | 1,141 | -122 | -9.7% | -$4.63万 | 减仓 |
| EMLC | VANECK ETF TRUST | $43.85万 | 0.11% | 17,157 | -162 | -0.9% | -$4,141 | 减仓 |
| TECK | TECK RESOURCES LTD | $44.66万 | 0.11% | 7,511 | -475 | -5.9% | -$2.82万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $44.78万 | 0.11% | 1,701 | -146 | -7.9% | -$3.84万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $44.88万 | 0.11% | 1,207 | -100 | -7.7% | -$3.72万 | 减仓 |
| COO | COOPER COS INC | $45.45万 | 0.11% | 6,338 | -570 | -8.3% | -$4.09万 | 减仓 |
| PSX | PHILLIPS 66 | $45.75万 | 0.12% | 2,706 | 932 | 52.5% | $15.76万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $46.29万 | 0.12% | 1,599 | -111 | -6.5% | -$3.21万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $46.72万 | 0.12% | 22,942 | -24,431 | -51.6% | -$49.75万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $46.95万 | 0.12% | 23,936 | -31,559 | -56.9% | -$61.90万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $46.99万 | 0.12% | 5,688 | 102 | 1.8% | $8,427 | 加仓 |
| CSL | CARLISLE COS INC | $47.07万 | 0.12% | 1,298 | -108 | -7.7% | -$3.92万 | 减仓 |
| SKY | CHAMPION HOMES INC | $47.92万 | 0.12% | 5,438 | -316 | -5.5% | -$2.78万 | 减仓 |
| APP | APPLOVIN CORP | $48.20万 | 0.12% | 936 | -69 | -6.9% | -$3.55万 | 减仓 |
| INGR | INGREDION INC | $48.99万 | 0.12% | 5,172 | -164 | -3.1% | -$1.55万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $49.88万 | 0.13% | 9,291 | 2,401 | 34.8% | $12.89万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $50.25万 | 0.13% | 4,880 | -201 | -4.0% | -$2.07万 | 减仓 |