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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $49.85万 | 0.10% | 7,031 | 17 | 0.2% | $1,205 | 加仓 |
| CAH | CARDINAL HEALTH INC | $49.60万 | 0.10% | 2,347 | -32 | -1.3% | -$6,762 | 减仓 |
| COO | COOPER COS INC | $49.39万 | 0.10% | 6,908 | 18 | 0.3% | $1,287 | 加仓 |
| MGA | MAGNA INTL INC | $48.79万 | 0.10% | 8,742 | -89 | -1.0% | -$4,967 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.75万 | 0.10% | 3,333 | -2,616 | -44.0% | -$38.27万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $48.60万 | 0.10% | 2,469 | -311 | -11.2% | -$6.12万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $48.30万 | 0.10% | 7,473 | 656 | 9.6% | $4.24万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $48.19万 | 0.10% | 8,363 | -698 | -7.7% | -$4.02万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $47.29万 | 0.10% | 1,693 | -132 | -7.2% | -$3.69万 | 减仓 |
| CSL | CARLISLE COS INC | $46.91万 | 0.10% | 1,406 | 66 | 4.9% | $2.20万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $46.78万 | 0.10% | 6,229 | 44 | 0.7% | $3,305 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $46.20万 | 0.10% | 7,462 | -1,386 | -15.7% | -$8.58万 | 减仓 |
| KO | COCA COLA CO | $45.84万 | 0.10% | 6,027 | 378 | 6.7% | $2.87万 | 加仓 |
| USB | US BANCORP | $45.60万 | 0.09% | 8,767 | 2,078 | 31.1% | $10.81万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $45.55万 | 0.09% | 6,890 | -56 | -0.8% | -$3,702 | 减仓 |
| NTRA | NATERA INC | $45.17万 | 0.09% | 2,259 | -401 | -15.1% | -$8.02万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $45.11万 | 0.09% | 22,843 | -298 | -1.3% | -$5,885 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $44.91万 | 0.09% | 8,222 | -1,138 | -12.2% | -$6.22万 | 减仓 |
| RKLB | ROCKET LAB CORP | $44.82万 | 0.09% | 6,979 | 6,979 | — | $44.82万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $44.22万 | 0.09% | 7,815 | 29 | 0.4% | $1,641 | 加仓 |
| EMLC | VANECK ETF TRUST | $43.49万 | 0.09% | 17,319 | 285 | 1.7% | $7,156 | 加仓 |
| TXN | TEXAS INSTRS INC | $43.15万 | 0.09% | 2,223 | -496 | -18.2% | -$9.63万 | 减仓 |
| ING | ING GROEP N.V. | $42.83万 | 0.09% | 16,440 | -101 | -0.6% | -$2,631 | 减仓 |
| SKY | CHAMPION HOMES INC | $42.79万 | 0.09% | 5,754 | 2,082 | 56.7% | $15.48万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $42.54万 | 0.09% | 25,446 | 15,421 | 153.8% | $25.78万 | 加仓 |
| TTE | TOTALENERGIES SE | $41.97万 | 0.09% | 4,613 | 4,613 | — | $41.97万 | 新建仓 |
| EQIX | EQUINIX INC | $41.55万 | 0.09% | 424 | -55 | -11.5% | -$5.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.33万 | 0.09% | 1,705 | 5 | 0.3% | $1,212 | 加仓 |
| TECK | TECK RESOURCES LTD | $41.33万 | 0.09% | 7,986 | -1,140 | -12.5% | -$5.90万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $40.73万 | 0.08% | 16,456 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $40.24万 | 0.08% | 11,190 | 42 | 0.4% | $1,510 | 加仓 |
| QCOM | QUALCOMM INC | $40.16万 | 0.08% | 3,119 | -559 | -15.2% | -$7.20万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $40.07万 | 0.08% | 2,357 | 263 | 12.6% | $4.47万 | 加仓 |
| STM | STMICROELECTRONICS N V | $40.04万 | 0.08% | 11,588 | 468 | 4.2% | $1.62万 | 加仓 |
| APP | APPLOVIN CORP | $39.99万 | 0.08% | 1,005 | -44 | -4.2% | -$1.75万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $39.95万 | 0.08% | 95 | -47 | -33.1% | -$19.76万 | 减仓 |
| BP | BP PLC | $39.83万 | 0.08% | 8,474 | 4 | 0.0% | $188 | 加仓 |
| OVV | OVINTIV INC | $39.73万 | 0.08% | 6,692 | -885 | -11.7% | -$5.25万 | 减仓 |
| COHR | COHERENT CORP | $39.49万 | 0.08% | 1,658 | -98 | -5.6% | -$2.33万 | 减仓 |
| RTX | RTX CORPORATION | $39.13万 | 0.08% | 2,028 | -6 | -0.3% | -$1,158 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $38.93万 | 0.08% | 820 | -129 | -13.6% | -$6.12万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $38.72万 | 0.08% | 3,086 | -34 | -1.1% | -$4,266 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $38.61万 | 0.08% | 1,847 | 398 | 27.5% | $8.32万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $38.53万 | 0.08% | 332 | -46 | -12.2% | -$5.34万 | 减仓 |
| AZN | ASTRAZENECA PLC | $38.44万 | 0.08% | 1,949 | 1,949 | — | $38.44万 | 新建仓 |
| EFXT | ENERFLEX LTD | $38.40万 | 0.08% | 18,358 | -1,025 | -5.3% | -$2.14万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $38.17万 | 0.08% | 13,294 | -1,393 | -9.5% | -$4.00万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $37.97万 | 0.08% | 33,695 | -4,780 | -12.4% | -$5.39万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $37.94万 | 0.08% | 931 | 2 | 0.2% | $815 | 加仓 |
| SBUX | STARBUCKS CORP | $37.81万 | 0.08% | 4,220 | -452 | -9.7% | -$4.05万 | 减仓 |
| GLDM | WORLD GOLD TR | $37.72万 | 0.08% | 4,070 | -287 | -6.6% | -$2.66万 | 减仓 |
| AEE | AMEREN CORP | $37.68万 | 0.08% | 3,428 | 646 | 23.2% | $7.10万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $37.48万 | 0.08% | 4,069 | 1,173 | 40.5% | $10.81万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $37.33万 | 0.08% | 3,864 | 7 | 0.2% | $676 | 加仓 |
| BCPC | BALCHEM CORP | $37.11万 | 0.08% | 2,190 | 72 | 3.4% | $1.22万 | 加仓 |
| CE | CELANESE CORP DEL | $36.89万 | 0.08% | 5,609 | -827 | -12.8% | -$5.44万 | 减仓 |
| DG | DOLLAR GEN CORP | $36.84万 | 0.08% | 3,103 | 484 | 18.5% | $5.75万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $36.61万 | 0.08% | 5,997 | -832 | -12.2% | -$5.08万 | 减仓 |
| ECVT | ECOVYST INC | $36.57万 | 0.08% | 28,441 | -4,049 | -12.5% | -$5.21万 | 减仓 |
| MDB | MONGODB INC | $36.43万 | 0.08% | 1,488 | 1,488 | — | $36.43万 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $36.26万 | 0.08% | 8,691 | -1,453 | -14.3% | -$6.06万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $36.23万 | 0.08% | 1,710 | -266 | -13.5% | -$5.64万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $35.70万 | 0.07% | 5,690 | 1,036 | 22.3% | $6.50万 | 加仓 |
| IVV | ISHARES TR | $35.66万 | 0.07% | 546 | -52 | -8.7% | -$3.40万 | 减仓 |
| — | WISDOMTREE TR | $35.66万 | 0.07% | 12,817 | 205 | 1.6% | $5,703 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $35.02万 | 0.07% | 1,531 | 1,531 | — | $35.02万 | 新建仓 |
| EFA | ISHARES TR | $34.97万 | 0.07% | 3,601 | -47 | -1.3% | -$4,565 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $34.63万 | 0.07% | 13,534 | 13,534 | — | $34.63万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $34.61万 | 0.07% | 693 | 146 | 26.7% | $7.29万 | 加仓 |
| ICFI | ICF INTL INC | $34.33万 | 0.07% | 5,259 | 5,259 | — | $34.33万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $34.24万 | 0.07% | 3,517 | 260 | 8.0% | $2.53万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $33.76万 | 0.07% | 1,307 | 384 | 41.6% | $9.92万 | 加仓 |
| CCK | CROWN HLDGS INC | $33.70万 | 0.07% | 3,362 | -29 | -0.9% | -$2,907 | 减仓 |
| GM | GENERAL MTRS CO | $33.64万 | 0.07% | 4,515 | -637 | -12.4% | -$4.75万 | 减仓 |
| IR | INGERSOLL RAND INC | $33.35万 | 0.07% | 4,163 | -484 | -10.4% | -$3.88万 | 减仓 |
| IX | ORIX CORP | $33.23万 | 0.07% | 11,081 | -55 | -0.5% | -$1,650 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $33.16万 | 0.07% | 1,422 | 148 | 11.6% | $3.45万 | 加仓 |
| GIB | CGI INC | $33.15万 | 0.07% | 4,534 | 633 | 16.2% | $4.63万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $32.80万 | 0.07% | 1,421 | 240 | 20.3% | $5.54万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $32.79万 | 0.07% | 4,248 | -4,765 | -52.9% | -$36.78万 | 减仓 |
| SGOL | ETFS GOLD TR | $32.58万 | 0.07% | 7,302 | -600 | -7.6% | -$2.68万 | 减仓 |
| TMUS | T-MOBILE US INC | $32.42万 | 0.07% | 1,544 | -247 | -13.8% | -$5.19万 | 减仓 |
| PSX | PHILLIPS 66 | $32.31万 | 0.07% | 1,774 | -2,667 | -60.1% | -$48.58万 | 重新持有 |
| FLEX | FLEXTRONICS INTL LTD | $32.22万 | 0.07% | 4,921 | -770 | -13.5% | -$5.04万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $32.21万 | 0.07% | 1,581 | 18 | 1.2% | $3,667 | 加仓 |
| MSCI | MSCI INC | $32.12万 | 0.07% | 596 | -67 | -10.1% | -$3.61万 | 减仓 |
| SHOP | SHOPIFY INC | $31.99万 | 0.07% | 2,697 | -996 | -27.0% | -$11.81万 | 减仓 |
| AIR | AAR CORP | $31.87万 | 0.07% | 2,912 | -35 | -1.2% | -$3,831 | 减仓 |
| — | HOLOGIC INC | $31.84万 | 0.07% | 4,212 | -538 | -11.3% | -$4.07万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $31.72万 | 0.07% | 3,387 | 177 | 5.5% | $1.66万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $31.67万 | 0.07% | 606 | 606 | — | $31.67万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $31.66万 | 0.07% | 230 | -299 | -56.5% | -$41.16万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $31.42万 | 0.07% | 3,995 | 161 | 4.2% | $1.27万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $31.38万 | 0.07% | 3,269 | -145 | -4.2% | -$1.39万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $31.28万 | 0.06% | 21,635 | -1,244 | -5.4% | -$1.80万 | 减仓 |
| VGT | VANGUARD WORLD FD | $31.06万 | 0.06% | 445 | 6 | 1.4% | $4,188 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $30.99万 | 0.06% | 1,527 | -27 | -1.7% | -$5,480 | 减仓 |
| SLYV | SPDR SERIES TRUST | $30.90万 | 0.06% | 3,267 | 15 | 0.5% | $1,419 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $30.86万 | 0.06% | 9,800 | 9,800 | — | $30.86万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $30.43万 | 0.06% | 920 | 920 | — | $30.43万 | 新建仓 |