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 |
|---|---|---|---|---|---|---|---|---|
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -97 | -100.0% | -$1,449 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1,434 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -122 | -100.0% | -$1,414 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1,376 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -137 | -100.0% | -$1,370 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$1,369 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,362 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,357 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -75 | -100.0% | -$1,313 | 清仓 |
| KRNT | KORNIT DIGITAL LTD | $0 | 0.00% | 0 | -90 | -100.0% | -$1,294 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$1,237 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -14 | -100.0% | -$1,235 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -163 | -100.0% | -$1,169 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -164 | -100.0% | -$1,146 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,141 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -19 | -100.0% | -$1,140 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | -24 | -100.0% | -$1,130 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$1,126 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -105 | -100.0% | -$1,068 | 清仓 |
| ENR | ENERGIZER HLDGS INC NEW | $0 | 0.00% | 0 | -52 | -100.0% | -$1,034 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,021 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -26 | -100.0% | -$1,005 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -7 | -100.0% | -$998 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -36 | -100.0% | -$979 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -15 | -100.0% | -$976 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$942 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -14 | -100.0% | -$930 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$893 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$851 | 清仓 |
| FIVN | FIVE9 INC | $0 | 0.00% | 0 | -40 | -100.0% | -$802 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$800 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -19 | -100.0% | -$782 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$760 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$677 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -10 | -100.0% | -$643 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -21 | -100.0% | -$634 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -10 | -100.0% | -$630 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -3 | -100.0% | -$616 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -7 | -100.0% | -$611 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$587 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -19 | -100.0% | -$582 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$578 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$564 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -14 | -100.0% | -$537 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$521 | 清仓 |
| AMN | AMN HEALTHCARE SVCS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$504 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -2 | -100.0% | -$486 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -2 | -100.0% | -$482 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$451 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -9 | -100.0% | -$450 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -2 | -100.0% | -$418 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$358 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -4 | -100.0% | -$342 | 清仓 |
| GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | -8 | -100.0% | -$298 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$113 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -1 | -100.0% | -$33 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | EATON VANCE RISK-MANAGED DIV | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| SHY | ISHARES TR | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | THE BEACHBODY COMPANY INC | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $74 | 0.00% | 2 | 2 | — | $74 | 新建仓 |
| — | WESTPORT FUEL SYSTEMS INC | $82 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $99 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $115 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $169 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH | $179 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $230 | 0.00% | 50 | -259 | -83.8% | -$1,191 | 减仓 |
| — | WORLD FDS TR | $230 | 0.00% | 15 | 10 | 200.0% | $153 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $269 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $322 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $329 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DOLE | DOLE PLC | $376 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $392 | 0.00% | 29 | -66 | -69.5% | -$892 | 减仓 |
| MANU | MANCHESTER UTD PLC NEW | $421 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $535 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $596 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $652 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $656 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $733 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $795 | 0.00% | 35 | -490 | -93.3% | -$1.11万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $858 | 0.00% | 12 | -8 | -40.0% | -$572 | 减仓 |
| BA | BOEING CO | $995 | 0.00% | 5 | -106 | -95.5% | -$2.11万 | 减仓 |
| WY | WEYERHAEUSER CO | $1,025 | 0.00% | 42 | -55 | -56.7% | -$1,342 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1,040 | 0.00% | 15 | -139 | -90.3% | -$9,637 | 减仓 |
| FISV | FISERV INC | $1,060 | 0.00% | 19 | -54 | -74.0% | -$3,013 | 减仓 |
| CI | THE CIGNA GROUP | $1,067 | 0.00% | 4 | -5 | -55.6% | -$1,334 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,070 | 0.00% | 19 | -26 | -57.8% | -$1,464 | 减仓 |
| WSFS | WSFS FINL CORP | $1,071 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $1,134 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $1,159 | 0.00% | 1 | -29,046 | -100.0% | -$3,366.43万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,171 | 0.00% | 4 | -81 | -95.3% | -$2.37万 | 减仓 |
| F | FORD MTR CO | $1,177 | 0.00% | 102 | -583 | -85.1% | -$6,727 | 减仓 |
| RPM | RPM INTL INC | $1,193 | 0.00% | 12 | -43 | -78.2% | -$4,275 | 减仓 |
| SLGN | SILGAN HLDGS INC | $1,203 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1,273 | 0.00% | 18 | -110 | -85.9% | -$7,779 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,292 | 0.00% | 20 | -93 | -82.3% | -$6,008 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1,297 | 0.00% | 49 | 0 | 0.0% | — | 不变 |