Net Worth Advisory Group
SANDY UT · SEC CIK 0001791998
$4.82亿2026Q1 申报市值
436持仓数
26.4%前十大占比 · 第一大 3.2%
35 / 42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
VOT 加仓+$83.67万
AAPL 加仓+$64.56万
HBAN 新建仓+$58.98万
BNDX 加仓+$52.84万
LLY 加仓+$50.04万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$418.03万
GILD 重新持有-$99.24万
GLW 减仓-$76.29万
LITE 减仓-$72.51万
ABT 减仓-$59.66万
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 |
|---|---|---|---|---|---|---|---|---|
| MLM | MARTIN MARIETTA MATLS INC | $58.09万 | 0.12% | 987 | -82 | -7.7% | -$4.83万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $58.23万 | 0.12% | 27,683 | 4,914 | 21.6% | $10.34万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $58.34万 | 0.12% | 25,175 | -816 | -3.1% | -$1.89万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $58.98万 | 0.12% | 37,687 | 37,687 | — | $58.98万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $59.08万 | 0.12% | 3,757 | -55 | -1.4% | -$8,648 | 减仓 |
| NEM | NEWMONT CORP | $59.37万 | 0.12% | 5,484 | -885 | -13.9% | -$9.58万 | 减仓 |
| INGR | INGREDION INC | $60.12万 | 0.12% | 5,336 | 668 | 14.3% | $7.53万 | 加仓 |
| MMM | 3M CO | $60.31万 | 0.13% | 4,152 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $61.03万 | 0.13% | 6,540 | -431 | -6.2% | -$4.02万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $61.18万 | 0.13% | 28,212 | 1,411 | 5.3% | $3.06万 | 加仓 |
| ENS | ENERSYS | $61.27万 | 0.13% | 3,527 | -56 | -1.6% | -$9,729 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $61.64万 | 0.13% | 13,677 | 38 | 0.3% | $1,713 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $61.67万 | 0.13% | 6,544 | 543 | 9.0% | $5.12万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $61.70万 | 0.13% | 29,523 | 457 | 1.6% | $9,551 | 加仓 |
| FTNT | FORTINET INC | $61.91万 | 0.13% | 7,576 | 3,025 | 66.5% | $24.72万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $62.29万 | 0.13% | 2,303 | 794 | 52.6% | $21.48万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $62.78万 | 0.13% | 28,070 | 1,216 | 4.5% | $2.72万 | 加仓 |
| LKQ | LKQ CORP | $63.28万 | 0.13% | 21,546 | 3,489 | 19.3% | $10.25万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $64.93万 | 0.13% | 27,964 | 333 | 1.2% | $7,732 | 加仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $65.18万 | 0.14% | 275,018 | -49,349 | -15.2% | -$11.70万 | 减仓 |
| TER | TERADYNE INC | $65.47万 | 0.14% | 2,208 | -344 | -13.5% | -$10.20万 | 减仓 |
| IAU | ISHARES GOLD TR | $65.77万 | 0.14% | 7,460 | -2,037 | -21.4% | -$17.96万 | 减仓 |
| CRM | SALESFORCE INC | $66.36万 | 0.14% | 3,555 | -787 | -18.1% | -$14.69万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $66.37万 | 0.14% | 7,749 | -211 | -2.7% | -$1.81万 | 减仓 |
| MDT | MEDTRONIC PLC | $67.50万 | 0.14% | 7,789 | -155 | -2.0% | -$1.34万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $67.79万 | 0.14% | 7,064 | 9 | 0.1% | $864 | 加仓 |
| UBS | UBS GROUP AG | $68.23万 | 0.14% | 17,464 | -431 | -2.4% | -$1.68万 | 减仓 |
| ORCL | ORACLE CORP | $68.32万 | 0.14% | 4,644 | -377 | -7.5% | -$5.55万 | 减仓 |
| SLV | ISHARES SILVER TR | $69.79万 | 0.14% | 10,243 | -661 | -6.1% | -$4.50万 | 减仓 |
| APH | AMPHENOL CORP | $69.93万 | 0.14% | 5,535 | 1,754 | 46.4% | $22.16万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $70.41万 | 0.15% | 2,084 | 934 | 81.2% | $31.56万 | 加仓 |
| EME | EMCOR GROUP INC | $70.79万 | 0.15% | 959 | 153 | 19.0% | $11.29万 | 加仓 |
| DIS | DISNEY WALT CO | $70.87万 | 0.15% | 7,353 | -172 | -2.3% | -$1.66万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $71.32万 | 0.15% | 4,112 | -83 | -2.0% | -$1.44万 | 减仓 |
| AME | AMETEK INC | $71.37万 | 0.15% | 3,329 | -281 | -7.8% | -$6.02万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $72.64万 | 0.15% | 9,654 | -219 | -2.2% | -$1.65万 | 减仓 |
| NVS | NOVARTIS AG | $72.65万 | 0.15% | 4,756 | -283 | -5.6% | -$4.32万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $72.79万 | 0.15% | 8,549 | 38 | 0.4% | $3,236 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $72.83万 | 0.15% | 5,030 | -19 | -0.4% | -$2,751 | 减仓 |
| EMB | ISHARES TR | $72.98万 | 0.15% | 7,770 | 75 | 1.0% | $7,045 | 加仓 |
| MUB | ISHARES TR | $74.06万 | 0.15% | 6,977 | -212 | -2.9% | -$2.25万 | 减仓 |
| IWF | ISHARES TR | $74.08万 | 0.15% | 1,737 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $74.41万 | 0.15% | 14,914 | 162 | 1.1% | $8,082 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $74.54万 | 0.15% | 15,891 | 417 | 2.7% | $1.96万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $74.57万 | 0.15% | 10,914 | -228 | -2.0% | -$1.56万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $75.11万 | 0.16% | 7,992 | -189 | -2.3% | -$1.78万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $75.59万 | 0.16% | 4,606 | -393 | -7.9% | -$6.45万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $75.73万 | 0.16% | 1,600 | -39 | -2.4% | -$1.85万 | 减仓 |
| WRB | BERKLEY W R CORP | $75.81万 | 0.16% | 11,438 | -1,102 | -8.8% | -$7.30万 | 减仓 |
| ETN | EATON CORP PLC | $76.46万 | 0.16% | 2,138 | -55 | -2.5% | -$1.97万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $76.66万 | 0.16% | 4,202 | -182 | -4.2% | -$3.32万 | 减仓 |
| RS | RELIANCE INC | $77.14万 | 0.16% | 2,538 | -18 | -0.7% | -$5,471 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $77.58万 | 0.16% | 867 | -22 | -2.5% | -$1.97万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $77.73万 | 0.16% | 4,942 | -96 | -1.9% | -$1.51万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $78.87万 | 0.16% | 8,017 | -56 | -0.7% | -$5,509 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $79.02万 | 0.16% | 5,081 | -454 | -8.2% | -$7.06万 | 减仓 |
| BA | BOEING CO | $79.60万 | 0.17% | 3,999 | -115 | -2.8% | -$2.29万 | 减仓 |
| MCD | MCDONALDS CORP | $79.86万 | 0.17% | 2,570 | -593 | -18.7% | -$18.43万 | 减仓 |
| DHR | DANAHER CORP DEL | $79.92万 | 0.17% | 4,215 | 602 | 16.7% | $11.41万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $80.04万 | 0.17% | 14,808 | 590 | 4.1% | $3.19万 | 加仓 |
| CB | CHUBB LTD SWITZ | $80.43万 | 0.17% | 2,468 | -58 | -2.3% | -$1.89万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $80.92万 | 0.17% | 1 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $81.32万 | 0.17% | 30,218 | 902 | 3.1% | $2.43万 | 加仓 |
| ADBE | ADOBE INC | $83.57万 | 0.17% | 3,438 | -601 | -14.9% | -$14.61万 | 减仓 |
| CVS | CVS HEALTH CORP | $84.38万 | 0.17% | 11,748 | 1,763 | 17.7% | $12.66万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $84.58万 | 0.18% | 4,065 | -93 | -2.2% | -$1.94万 | 减仓 |
| CME | CME GROUP INC | $86.07万 | 0.18% | 2,914 | -5 | -0.2% | -$1,477 | 减仓 |
| SNA | SNAP ON INC | $86.25万 | 0.18% | 2,375 | -25 | -1.0% | -$9,079 | 减仓 |
| UNP | UNION PAC CORP | $86.52万 | 0.18% | 3,566 | -92 | -2.5% | -$2.23万 | 减仓 |
| EQT | EQT CORP | $86.62万 | 0.18% | 13,610 | 1,179 | 9.5% | $7.50万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $87.32万 | 0.18% | 2,012 | -1 | -0.0% | -$434 | 减仓 |
| PG | PROCTER & GAMBLE CO | $87.87万 | 0.18% | 6,084 | -89 | -1.4% | -$1.29万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $88.68万 | 0.18% | 2,934 | 196 | 7.2% | $5.92万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $88.84万 | 0.18% | 35,666 | 2,136 | 6.4% | $5.32万 | 加仓 |
| IEMG | ISHARES INC | $88.95万 | 0.18% | 12,753 | 210 | 1.7% | $1.46万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $89.25万 | 0.19% | 47,826 | 12,004 | 33.5% | $22.40万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $90.01万 | 0.19% | 3,028 | 69 | 2.3% | $2.05万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $90.94万 | 0.19% | 33,117 | -1,018 | -3.0% | -$2.80万 | 减仓 |
| PFE | PFIZER INC | $92.35万 | 0.19% | 32,888 | -455 | -1.4% | -$1.28万 | 减仓 |
| MS | MORGAN STANLEY | $93.58万 | 0.19% | 5,686 | -475 | -7.7% | -$7.82万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $95.20万 | 0.20% | 1,574 | -122 | -7.2% | -$7.38万 | 减仓 |
| ALL | ALLSTATE CORP | $95.45万 | 0.20% | 4,603 | 251 | 5.8% | $5.20万 | 加仓 |
| GL | GLOBE LIFE INC | $96.23万 | 0.20% | 6,915 | -318 | -4.4% | -$4.43万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $96.75万 | 0.20% | 47,373 | 1,897 | 4.2% | $3.87万 | 加仓 |
| IEFA | ISHARES TR | $98.24万 | 0.20% | 10,852 | -16 | -0.1% | -$1,448 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $98.44万 | 0.20% | 5,023 | -32 | -0.6% | -$6,271 | 减仓 |
| ADI | ANALOG DEVICES INC | $100.27万 | 0.21% | 3,152 | -81 | -2.5% | -$2.58万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $100.35万 | 0.21% | 51,385 | 2,177 | 4.4% | $4.25万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $100.43万 | 0.21% | 5,077 | 428 | 9.2% | $8.47万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $100.71万 | 0.21% | 16,605 | -244 | -1.4% | -$1.48万 | 减仓 |
| CVNA | CARVANA CO | $100.99万 | 0.21% | 3,212 | 1,464 | 83.8% | $46.03万 | 加仓 |
| RIO | RIO TINTO PLC | $102.68万 | 0.21% | 11,007 | -424 | -3.7% | -$3.96万 | 减仓 |
| FDX | FEDEX CORP | $103.02万 | 0.21% | 2,892 | -63 | -2.1% | -$2.24万 | 减仓 |
| AMGN | AMGEN INC | $104.86万 | 0.22% | 2,980 | 442 | 17.4% | $15.55万 | 加仓 |
| MRK | MERCK & CO INC | $106.88万 | 0.22% | 8,885 | -202 | -2.2% | -$2.43万 | 减仓 |
| IGOV | ISHARES TR | $108.39万 | 0.22% | 26,397 | -325 | -1.2% | -$1.33万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $108.91万 | 0.23% | 55,495 | 4,938 | 9.8% | $9.69万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $108.99万 | 0.23% | 18,541 | -479 | -2.5% | -$2.82万 | 减仓 |
| SHEL | SHELL PLC | $109.39万 | 0.23% | 11,762 | -265 | -2.2% | -$2.46万 | 减仓 |
| BAC | BANK AMERICA CORP | $111.61万 | 0.23% | 22,894 | 2,306 | 11.2% | $11.24万 | 加仓 |