CBIZ Investment Advisory Services, LLC
INDEPENDENCE OH · SEC CIK 0001795934
$24.18亿2026Q2 申报市值
413持仓数
94.7%前十大占比 · 第一大 26.1%
0 / 3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
本季没有买入
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$3.89亿
VO 减仓-$2.56亿
IWF 减仓-$428.92万
VGT 减仓-$20.50万
HONEYWELL INTL I 重新持有-$12.45万
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 |
|---|---|---|---|---|---|---|---|---|
| ESML | ISHARES TR | $469.91万 | 0.19% | 99,939 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $521.60万 | 0.22% | 17,674 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $719.82万 | 0.30% | 22,438 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,084.21万 | 0.45% | 169,197 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,314.92万 | 1.37% | 400,595 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $3,509.51万 | 1.45% | 441,115 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $3,820.07万 | 1.58% | 58,356 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,931.44万 | 2.04% | 257,035 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $7,787.96万 | 3.22% | 904,105 | -4,520,525 | -83.3% | -$3.89亿 | 减仓 |
| VO | VANGUARD INDEX FDS | $8,539.11万 | 3.53% | 297,343 | -892,029 | -75.0% | -$2.56亿 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.07亿 | 4.41% | 1,975,017 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.25亿 | 5.16% | 476,205 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $2.43亿 | 10.04% | 420,595 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4.02亿 | 16.62% | 5,351,291 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $5.30亿 | 21.92% | 2,701,704 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $6.32亿 | 26.13% | 8,579,414 | 0 | 0.0% | — | 不变 |