CBIZ Investment Advisory Services, LLC
INDEPENDENCE OH · SEC CIK 0001795934
$27.35亿2026Q1 申报市值
413持仓数
95.3%前十大占比 · 第一大 23.1%
4 / 361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
VTV 加仓+$1.16亿
VB 加仓+$9,003.08万
BND 加仓+$4,218.99万
VUG 加仓+$3,337.12万
ESML 新建仓+$469.91万
2026Q1 卖出最多 按季末市值估算
VO 减仓-$9,553.63万
TDG 减仓-$3,366.43万
VEU 减仓-$250.62万
AAPL 减仓-$97.48万
GOOGL 减仓-$95.12万
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 |
|---|---|---|---|---|---|---|---|---|
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -19 | -100.0% | -$4,230 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$4,195 | 清仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $0 | 0.00% | 0 | -176 | -100.0% | -$4,173 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -47 | -100.0% | -$4,167 | 清仓 |
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | -81 | -100.0% | -$4,133 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -71 | -100.0% | -$4,082 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -26 | -100.0% | -$4,054 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -42 | -100.0% | -$4,029 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -170 | -100.0% | -$4,029 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -40 | -100.0% | -$3,994 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -61 | -100.0% | -$3,988 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -14 | -100.0% | -$3,966 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -85 | -100.0% | -$3,917 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -52 | -100.0% | -$3,870 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -14 | -100.0% | -$3,866 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$3,791 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -44 | -100.0% | -$3,751 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -29 | -100.0% | -$3,741 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -23 | -100.0% | -$3,740 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -114 | -100.0% | -$3,632 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -137 | -100.0% | -$3,606 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -23 | -100.0% | -$3,591 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -32 | -100.0% | -$3,556 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -23 | -100.0% | -$3,495 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -19 | -100.0% | -$3,478 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -77 | -100.0% | -$3,447 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$3,401 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -27 | -100.0% | -$3,321 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -11 | -100.0% | -$3,310 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -111 | -100.0% | -$3,273 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -127 | -100.0% | -$3,261 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -36 | -100.0% | -$3,209 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -86 | -100.0% | -$3,182 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -196 | -100.0% | -$3,160 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -43 | -100.0% | -$3,142 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -12 | -100.0% | -$3,072 | 清仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $0 | 0.00% | 0 | -131 | -100.0% | -$3,069 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$3,060 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -23 | -100.0% | -$2,995 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -127 | -100.0% | -$2,969 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,915 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -112 | -100.0% | -$2,900 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -38 | -100.0% | -$2,891 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$2,776 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -344 | -100.0% | -$2,735 | 清仓 |
| MRP | MILLROSE PPTYS INC | $0 | 0.00% | 0 | -91 | -100.0% | -$2,718 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $0 | 0.00% | 0 | -138 | -100.0% | -$2,716 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -34 | -100.0% | -$2,710 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -13 | -100.0% | -$2,702 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -39 | -100.0% | -$2,644 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -10 | -100.0% | -$2,595 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -35 | -100.0% | -$2,579 | 清仓 |
| FUL | FULLER H B CO | $0 | 0.00% | 0 | -43 | -100.0% | -$2,557 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -172 | -100.0% | -$2,554 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -41 | -100.0% | -$2,498 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -31 | -100.0% | -$2,414 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2,408 | 清仓 |
| AIN | ALBANY INTL CORP | $0 | 0.00% | 0 | -46 | -100.0% | -$2,345 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -43 | -100.0% | -$2,325 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$2,277 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -4 | -100.0% | -$2,272 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -13 | -100.0% | -$2,256 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -54 | -100.0% | -$2,242 | 清仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $0 | 0.00% | 0 | -245 | -100.0% | -$2,212 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,208 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -14 | -100.0% | -$2,195 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -57 | -100.0% | -$2,175 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -31 | -100.0% | -$2,174 | 清仓 |
| CF | CF INDS HLDGS INC | $0 | 0.00% | 0 | -28 | -100.0% | -$2,166 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,165 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,150 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -44 | -100.0% | -$2,138 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$2,118 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$2,086 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -78 | -100.0% | -$2,037 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,036 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -11 | -100.0% | -$2,002 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,988 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -173 | -100.0% | -$1,979 | 清仓 |
| WDFC | WD 40 CO | $0 | 0.00% | 0 | -10 | -100.0% | -$1,969 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -48 | -100.0% | -$1,949 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -29 | -100.0% | -$1,883 | 清仓 |
| SUI | SUN CMNTYS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,874 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,836 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1,809 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$1,796 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -14 | -100.0% | -$1,793 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -41 | -100.0% | -$1,775 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,764 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1,762 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -195 | -100.0% | -$1,718 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$1,691 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -5 | -100.0% | -$1,648 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -43 | -100.0% | -$1,632 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,590 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -29 | -100.0% | -$1,570 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -56 | -100.0% | -$1,569 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -194 | -100.0% | -$1,556 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1,540 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -20 | -100.0% | -$1,470 | 清仓 |