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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $3.82万 | 0.00% | 71 | -21 | -22.8% | -$1.13万 | 减仓 |
| CSCO | CISCO SYS INC | $3.79万 | 0.00% | 488 | -587 | -54.6% | -$4.55万 | 减仓 |
| VPU | VANGUARD WORLD FD | $3.47万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $3.36万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $3.33万 | 0.00% | 58 | -304 | -84.0% | -$17.45万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3.11万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3.11万 | 0.00% | 433 | -87 | -16.7% | -$6,248 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $3.09万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3.05万 | 0.00% | 95 | -50 | -34.5% | -$1.60万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2.86万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $2.86万 | 0.00% | 80 | -519 | -86.6% | -$18.56万 | 减仓 |
| NFLX | NETFLIX INC. | $2.79万 | 0.00% | 290 | -840 | -74.3% | -$8.08万 | 减仓 |
| V | VISA INC | $2.78万 | 0.00% | 92 | -262 | -74.0% | -$7.93万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $2.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $2.55万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2.53万 | 0.00% | 537 | 5 | 0.9% | $235 | 加仓 |
| IEF | ISHARES TR | $2.50万 | 0.00% | 262 | 1 | 0.4% | $96 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.35万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.34万 | 0.00% | 128 | -98 | -43.4% | -$1.79万 | 减仓 |
| USFR | WISDOMTREE TR | $2.29万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $2.28万 | 0.00% | 1,021 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $2.22万 | 0.00% | 134 | -233 | -63.5% | -$3.85万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.09万 | 0.00% | 143 | -515 | -78.3% | -$7.53万 | 减仓 |
| IWY | ISHARES TR | $2.00万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.95万 | 0.00% | 69 | -188 | -73.2% | -$5.32万 | 减仓 |
| GEV | GE VERNOVA INC | $1.92万 | 0.00% | 22 | -59 | -72.8% | -$5.15万 | 减仓 |
| IBB | ISHARES TR | $1.92万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.87万 | 0.00% | 135 | 39 | 40.6% | $5,411 | 加仓 |
| DHS | WISDOMTREE TR | $1.82万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $1.81万 | 0.00% | 213 | 1 | 0.5% | $85 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.77万 | 0.00% | 618 | -1,411 | -69.5% | -$4.05万 | 减仓 |
| GIS | GENERAL MILLS INC | $1.65万 | 0.00% | 444 | -703 | -61.3% | -$2.62万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1.56万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $1.56万 | 0.00% | 594 | 7 | 1.2% | $183 | 加仓 |
| D | DOMINION ENERGY INC | $1.55万 | 0.00% | 250 | -182 | -42.1% | -$1.13万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1.53万 | 0.00% | 619 | 5 | 0.8% | $124 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1.50万 | 0.00% | 380 | 1 | 0.3% | $39 | 加仓 |
| DGRO | ISHARES TR | $1.46万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.41万 | 0.00% | 168 | -36 | -17.6% | -$3,014 | 减仓 |
| MMM | 3M CO | $1.40万 | 0.00% | 96 | -3 | -3.0% | -$436 | 减仓 |
| PICK | ISHARES INC | $1.39万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.37万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $1.36万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $1.33万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.30万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1.26万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $1.24万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $1.23万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $1.22万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $1.21万 | 0.00% | 402 | -695 | -63.4% | -$2.09万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $1.20万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $1.17万 | 0.00% | 506 | 7 | 1.4% | $162 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $1.15万 | 0.00% | 514 | 7 | 1.4% | $157 | 加仓 |
| ENSG | ENSIGN GROUP INC | $1.15万 | 0.00% | 57 | -355 | -86.2% | -$7.16万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1.14万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.14万 | 0.00% | 127 | -150 | -54.2% | -$1.34万 | 减仓 |
| SLVP | ISHARES INC | $1.13万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1.10万 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.09万 | 0.00% | 52 | -114 | -68.7% | -$2.38万 | 减仓 |
| CRM | SALESFORCE INC | $1.08万 | 0.00% | 58 | -141 | -70.9% | -$2.63万 | 减仓 |
| TJX | TJX COS INC NEW | $1.07万 | 0.00% | 67 | -294 | -81.4% | -$4.70万 | 减仓 |
| EXC | EXELON CORP | $1.07万 | 0.00% | 218 | -190 | -46.6% | -$9,313 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.06万 | 0.00% | 23 | -108 | -82.4% | -$4.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.02万 | 0.00% | 50 | -477 | -90.5% | -$9.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9,348 | 0.00% | 19 | -99 | -83.9% | -$4.87万 | 减仓 |
| ASML | ASML HLDG NV | $9,246 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $8,998 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $8,986 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $8,822 | 0.00% | 9 | -24 | -72.7% | -$2.35万 | 减仓 |
| GWW | WW GRAINGER INC | $8,726 | 0.00% | 8 | -1 | -11.1% | -$1,091 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $8,657 | 0.00% | 54 | -141 | -72.3% | -$2.26万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $8,632 | 0.00% | 120 | -514 | -81.1% | -$3.70万 | 减仓 |
| PFE | PFIZER INC | $8,519 | 0.00% | 303 | -1,336 | -81.5% | -$3.76万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $8,515 | 0.00% | 78 | -417 | -84.2% | -$4.55万 | 减仓 |
| COP | CONOCOPHILLIPS | $8,448 | 0.00% | 64 | -81 | -55.9% | -$1.07万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $8,428 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $8,156 | 0.00% | 32 | -100 | -75.8% | -$2.55万 | 减仓 |
| SLV | ISHARES SILVER TR | $7,972 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $7,907 | 0.00% | 24 | -93 | -79.5% | -$3.06万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7,805 | 0.00% | 45 | -156 | -77.6% | -$2.71万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $7,708 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $7,557 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $7,495 | 0.00% | 15 | -305 | -95.3% | -$15.24万 | 减仓 |
| EFV | ISHARES TR | $7,212 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $7,049 | 0.00% | 29 | -588 | -95.3% | -$14.29万 | 减仓 |
| MRK | MERCK & CO INC | $6,905 | 0.00% | 57 | -563 | -90.8% | -$6.82万 | 减仓 |
| IHF | ISHARES TR | $6,867 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $6,835 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $6,806 | 0.00% | 17 | -88 | -83.8% | -$3.52万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $6,781 | 0.00% | 98 | -438 | -81.7% | -$3.03万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6,760 | 0.00% | 20 | -171 | -89.5% | -$5.78万 | 减仓 |
| HLNE | HAMILTON LANE INC | $6,696 | 0.00% | 67 | -264 | -79.8% | -$2.64万 | 减仓 |
| EMR | EMERSON ELEC CO | $6,682 | 0.00% | 51 | -234 | -82.1% | -$3.07万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $6,674 | 0.00% | 69 | -367 | -84.2% | -$3.55万 | 减仓 |
| VFH | VANGUARD WORLD FD | $6,403 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IETC | ISHARES U S ETF TR | $6,383 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $6,339 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $6,328 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $6,255 | 0.00% | 46 | -42 | -47.7% | -$5,711 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6,204 | 0.00% | 29 | -1,223 | -97.7% | -$26.16万 | 减仓 |