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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $86.51万 | 0.22% | 2,348 | -5,768 | -71.1% | -$212.52万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $86.44万 | 0.22% | 31,004 | 786 | 2.6% | $2.19万 | 加仓 |
| EME | EMCOR GROUP INC | $85.04万 | 0.21% | 1,025 | 66 | 6.9% | $5.48万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $85.00万 | 0.21% | 1,114 | -194 | -14.8% | -$14.80万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $84.51万 | 0.21% | 7,861 | -156 | -1.9% | -$1.68万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $84.50万 | 0.21% | 7,559 | -190 | -2.5% | -$2.12万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $84.39万 | 0.21% | 1 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $84.18万 | 0.21% | 16,257 | 366 | 2.3% | $1.90万 | 加仓 |
| LQD | ISHARES TR | $83.63万 | 0.21% | 7,668 | -97,910 | -92.7% | -$1,067.86万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $82.68万 | 0.21% | 845 | -22 | -2.5% | -$2.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $82.31万 | 0.21% | 13,790 | -1,018 | -6.9% | -$6.08万 | 减仓 |
| CB | CHUBB LIMITED | $82.10万 | 0.21% | 2,410 | -58 | -2.4% | -$1.98万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $82.10万 | 0.21% | 30,793 | -2,324 | -7.0% | -$6.20万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $81.72万 | 0.21% | 1,028 | -612 | -37.3% | -$48.65万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $80.89万 | 0.20% | 4,094 | -8,221 | -66.8% | -$162.44万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $80.63万 | 0.20% | 4,019 | -183 | -4.4% | -$3.67万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $80.62万 | 0.20% | 6,640 | 100 | 1.5% | $1.21万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $80.28万 | 0.20% | 4,567 | -510 | -10.0% | -$8.97万 | 减仓 |
| BA | BOEING CO | $79.50万 | 0.20% | 3,673 | -326 | -8.2% | -$7.06万 | 减仓 |
| ENS | ENERSYS | $78.62万 | 0.20% | 3,362 | -165 | -4.7% | -$3.86万 | 减仓 |
| IWF | ISHARES TR | $77.99万 | 0.20% | 6,281 | -667 | -9.6% | -$8.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $77.97万 | 0.20% | 5,317 | -767 | -12.6% | -$11.25万 | 减仓 |
| TXN | TEXAS INSTRS INC | $77.65万 | 0.20% | 2,605 | 382 | 17.2% | $11.39万 | 加仓 |
| ORCL | ORACLE CORP | $77.61万 | 0.20% | 5,296 | 652 | 14.0% | $9.55万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $74.87万 | 0.19% | 2,766 | -158 | -5.4% | -$4.28万 | 减仓 |
| WRB | BERKLEY W R CORP | $74.71万 | 0.19% | 10,593 | -845 | -7.4% | -$5.96万 | 减仓 |
| AME | AMETEK INC | $74.65万 | 0.19% | 3,085 | -244 | -7.3% | -$5.90万 | 减仓 |
| FLEX | FLEX LTD | $74.63万 | 0.19% | 4,605 | -316 | -6.4% | -$5.12万 | 减仓 |
| NFLX | NETFLIX INC. | $74.54万 | 0.19% | 10,440 | -6,254 | -37.5% | -$44.65万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $73.34万 | 0.18% | 4,824 | -206 | -4.1% | -$3.13万 | 减仓 |
| EQT | EQT CORP | $72.33万 | 0.18% | 13,604 | -6 | -0.0% | -$319 | 减仓 |
| EMB | ISHARES TR | $72.28万 | 0.18% | 7,495 | -275 | -3.5% | -$2.65万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $72.23万 | 0.18% | 7,828 | -164 | -2.1% | -$1.51万 | 减仓 |
| PFE | PFIZER INC | $71.68万 | 0.18% | 29,766 | -3,122 | -9.5% | -$7.52万 | 减仓 |
| NVS | NOVARTIS AG | $71.64万 | 0.18% | 4,571 | -185 | -3.9% | -$2.90万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $70.07万 | 0.18% | 9,402 | -252 | -2.6% | -$1.88万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $69.41万 | 0.17% | 1,933 | -198 | -9.3% | -$7.11万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $66.92万 | 0.17% | 4,015 | -97 | -2.4% | -$1.62万 | 减仓 |
| DIS | DISNEY WALT CO | $66.65万 | 0.17% | 6,925 | -428 | -5.8% | -$4.12万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $66.51万 | 0.17% | 2,367 | -102 | -4.1% | -$2.87万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $66.31万 | 0.17% | 13,050 | -627 | -4.6% | -$3.19万 | 减仓 |
| IJK | ISHARES TR | $65.77万 | 0.17% | 5,598 | -37,756 | -87.1% | -$443.60万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $65.67万 | 0.17% | 6,947 | -515 | -6.9% | -$4.87万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $65.19万 | 0.16% | 1,737 | -149 | -7.9% | -$5.59万 | 减仓 |
| MCD | MCDONALDS CORP | $65.02万 | 0.16% | 2,405 | -165 | -6.4% | -$4.46万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $64.97万 | 0.16% | 36,645 | -1,042 | -2.8% | -$1.85万 | 减仓 |
| DHR | DANAHER CORP DEL | $64.41万 | 0.16% | 3,382 | -833 | -19.8% | -$15.87万 | 减仓 |
| EVR | EVERCORE INC | $63.15万 | 0.16% | 1,849 | 27 | 1.5% | $9,221 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $63.00万 | 0.16% | 29,100 | -423 | -1.4% | -$9,158 | 减仓 |
| IEX | IDEX CORP | $62.99万 | 0.16% | 2,775 | -238 | -7.9% | -$5.40万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $61.57万 | 0.16% | 6,475 | 93 | 1.5% | $8,843 | 加仓 |
| COHR | COHERENT CORP | $60.81万 | 0.15% | 1,542 | -116 | -7.0% | -$4.57万 | 减仓 |
| NEM | NEWMONT CORP | $60.81万 | 0.15% | 6,511 | 1,027 | 18.7% | $9.59万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $59.69万 | 0.15% | 4,849 | -93 | -1.9% | -$1.14万 | 减仓 |
| GOVT | ISHARES TR | $59.52万 | 0.15% | 26,127 | -83,598 | -76.2% | -$190.43万 | 减仓 |
| AIP | ARTERIS INC | $59.18万 | 0.15% | 12,179 | -1,044 | -7.9% | -$5.07万 | 减仓 |
| CME | CME GROUP INC | $59.02万 | 0.15% | 2,673 | -241 | -8.3% | -$5.32万 | 减仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $59.02万 | 0.15% | 243,864 | -31,154 | -11.3% | -$7.54万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $58.69万 | 0.15% | 919 | -1,384 | -60.1% | -$88.39万 | 减仓 |
| MDT | MEDTRONIC PLC | $58.11万 | 0.15% | 7,428 | -361 | -4.6% | -$2.82万 | 减仓 |
| MGA | MAGNA INTL INC | $58.06万 | 0.15% | 8,843 | 101 | 1.2% | $6,632 | 加仓 |
| HCA | HCA HEALTHCARE INC | $57.79万 | 0.15% | 1,482 | -118 | -7.4% | -$4.60万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $57.75万 | 0.15% | 7,048 | 17 | 0.2% | $1,393 | 加仓 |
| IJJ | ISHARES TR | $57.12万 | 0.14% | 3,866 | -30,279 | -88.7% | -$447.36万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $57.01万 | 0.14% | 7,283 | -190 | -2.5% | -$1.49万 | 减仓 |
| MUB | ISHARES TR | $56.48万 | 0.14% | 5,248 | -1,729 | -24.8% | -$18.61万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $55.52万 | 0.14% | 2,337 | -10 | -0.4% | -$2,376 | 减仓 |
| BDX | BECTON DICKINSON & CO | $55.44万 | 0.14% | 3,664 | -93 | -2.5% | -$1.41万 | 减仓 |
| NTRA | NATERA INC | $54.13万 | 0.14% | 1,994 | -265 | -11.7% | -$7.19万 | 减仓 |
| CRM | SALESFORCE INC | $54.12万 | 0.14% | 3,455 | -100 | -2.8% | -$1.57万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $53.93万 | 0.14% | 2,847 | -181 | -6.0% | -$3.43万 | 减仓 |
| LKQ | LKQ CORP | $53.71万 | 0.14% | 20,397 | -1,149 | -5.3% | -$3.03万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $53.57万 | 0.13% | 8,334 | -310 | -3.6% | -$1.99万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $52.81万 | 0.13% | 916 | -71 | -7.2% | -$4.09万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $52.38万 | 0.13% | 22,213 | -630 | -2.8% | -$1.49万 | 减仓 |
| QCOM | QUALCOMM INC | $52.35万 | 0.13% | 2,833 | -286 | -9.2% | -$5.29万 | 减仓 |
| ING | ING GROEP N.V. | $52.14万 | 0.13% | 16,616 | 176 | 1.1% | $5,523 | 加仓 |
| CORP | PIMCO ETF TR | $52.10万 | 0.13% | 5,376 | -100,839 | -94.9% | -$977.21万 | 减仓 |
| CNC | CENTENE CORP DEL | $51.84万 | 0.13% | 8,076 | -591 | -6.8% | -$3.79万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $50.67万 | 0.13% | 439 | -1,645 | -78.9% | -$189.86万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $50.25万 | 0.13% | 4,880 | -201 | -4.0% | -$2.07万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $49.88万 | 0.13% | 9,291 | 2,401 | 34.8% | $12.89万 | 加仓 |
| INGR | INGREDION INC | $48.99万 | 0.12% | 5,172 | -164 | -3.1% | -$1.55万 | 减仓 |
| APP | APPLOVIN CORP | $48.20万 | 0.12% | 936 | -69 | -6.9% | -$3.55万 | 减仓 |
| SKY | CHAMPION HOMES INC | $47.92万 | 0.12% | 5,438 | -316 | -5.5% | -$2.78万 | 减仓 |
| CSL | CARLISLE COS INC | $47.07万 | 0.12% | 1,298 | -108 | -7.7% | -$3.92万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $46.99万 | 0.12% | 5,688 | 102 | 1.8% | $8,427 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $46.95万 | 0.12% | 23,936 | -31,559 | -56.9% | -$61.90万 | 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 |
| JBHT | HUNT J B TRANS SVCS INC | $46.29万 | 0.12% | 1,599 | -111 | -6.5% | -$3.21万 | 减仓 |
| PSX | PHILLIPS 66 | $45.75万 | 0.12% | 2,706 | 932 | 52.5% | $15.76万 | 加仓 |
| COO | COOPER COS INC | $45.45万 | 0.11% | 6,338 | -570 | -8.3% | -$4.09万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $44.88万 | 0.11% | 1,207 | -100 | -7.7% | -$3.72万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $44.78万 | 0.11% | 1,701 | -146 | -7.9% | -$3.84万 | 减仓 |
| TECK | TECK RESOURCES LTD | $44.66万 | 0.11% | 7,511 | -475 | -5.9% | -$2.82万 | 减仓 |
| EMLC | VANECK ETF TRUST | $43.85万 | 0.11% | 17,157 | -162 | -0.9% | -$4,141 | 减仓 |
| VICR | VICOR CORP | $43.35万 | 0.11% | 1,141 | -122 | -9.7% | -$4.63万 | 减仓 |
| KO | COCA COLA CO | $42.89万 | 0.11% | 5,278 | -749 | -12.4% | -$6.09万 | 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 |
| IEF | ISHARES TR | $42.18万 | 0.11% | 4,460 | -115,041 | -96.3% | -$1,087.95万 | 减仓 |