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 |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | $329 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $322 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $269 | 0.00% | 25 | 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 |
| BLSH | BULLISH | $179 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $169 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $115 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $99 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | WESTPORT FUEL SYSTEMS INC | $82 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $74 | 0.00% | 2 | 2 | — | $74 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | THE BEACHBODY COMPANY INC | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | EATON VANCE RISK-MANAGED DIV | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,110 | -100.0% | -$19.28万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -2,206 | -100.0% | -$19.03万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -1,991 | -100.0% | -$18.98万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -5,472 | -100.0% | -$14.73万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,362 | -100.0% | -$11.87万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -294 | -100.0% | -$9.69万 | 清仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,790 | -100.0% | -$8.21万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -697 | -100.0% | -$8.13万 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,490 | -100.0% | -$7.85万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -345 | -100.0% | -$7.00万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -345 | -100.0% | -$5.62万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,588 | -100.0% | -$4.52万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$4.39万 | 清仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,039 | -100.0% | -$4.35万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -155 | -100.0% | -$4.00万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -868 | -100.0% | -$3.88万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -142 | -100.0% | -$3.87万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -478 | -100.0% | -$3.84万 | 清仓 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | -210 | -100.0% | -$3.69万 | 清仓 |
| PSMT | PRICESMART INC | $0 | 0.00% | 0 | -294 | -100.0% | -$3.61万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -480 | -100.0% | -$3.56万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -52 | -100.0% | -$3.50万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -143 | -100.0% | -$3.49万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -55 | -100.0% | -$3.43万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -188 | -100.0% | -$3.33万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -925 | -100.0% | -$3.25万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -254 | -100.0% | -$3.25万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -410 | -100.0% | -$3.03万 | 清仓 |
| IRMD | IRADIMED CORP | $0 | 0.00% | 0 | -307 | -100.0% | -$2.99万 | 清仓 |
| DES | WISDOMTREE TR | $0 | 0.00% | 0 | -891 | -100.0% | -$2.98万 | 清仓 |
| PATK | PATRICK INDS INC | $0 | 0.00% | 0 | -270 | -100.0% | -$2.93万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -88 | -100.0% | -$2.85万 | 清仓 |
| KLIC | KULICKE & SOFFA INDS INC | $0 | 0.00% | 0 | -614 | -100.0% | -$2.81万 | 清仓 |
| USPH | U S PHYSICAL THERAPY | $0 | 0.00% | 0 | -360 | -100.0% | -$2.81万 | 清仓 |
| MTRN | MATERION CORP | $0 | 0.00% | 0 | -224 | -100.0% | -$2.79万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -599 | -100.0% | -$2.72万 | 清仓 |
| CTRE | CARETRUST REIT INC | $0 | 0.00% | 0 | -741 | -100.0% | -$2.70万 | 清仓 |
| UTZ | UTZ BRANDS INC | $0 | 0.00% | 0 | -2,561 | -100.0% | -$2.67万 | 清仓 |
| MSA | MSA SAFETY INC | $0 | 0.00% | 0 | -165 | -100.0% | -$2.64万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -134 | -100.0% | -$2.64万 | 清仓 |
| LKFN | LAKELAND FINL CORP | $0 | 0.00% | 0 | -452 | -100.0% | -$2.58万 | 清仓 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | -127 | -100.0% | -$2.56万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -216 | -100.0% | -$2.52万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -700 | -100.0% | -$2.52万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -593 | -100.0% | -$2.52万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -328 | -100.0% | -$2.50万 | 清仓 |
| FSV | FIRSTSERVICE CORP NEW | $0 | 0.00% | 0 | -158 | -100.0% | -$2.47万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -109 | -100.0% | -$2.44万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -124 | -100.0% | -$2.39万 | 清仓 |
| PRDO | PERDOCEO ED CORP | $0 | 0.00% | 0 | -810 | -100.0% | -$2.38万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -587 | -100.0% | -$2.37万 | 清仓 |
| KWR | QUAKER HOUGHTON | $0 | 0.00% | 0 | -169 | -100.0% | -$2.31万 | 清仓 |
| EE | EXCELERATE ENERGY INC | $0 | 0.00% | 0 | -801 | -100.0% | -$2.25万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -235 | -100.0% | -$2.17万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -92 | -100.0% | -$2.13万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -218 | -100.0% | -$2.11万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -46 | -100.0% | -$2.09万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -489 | -100.0% | -$2.03万 | 清仓 |
| AZZ | AZZ INC | $0 | 0.00% | 0 | -188 | -100.0% | -$2.02万 | 清仓 |
| WINA | WINMARK CORP | $0 | 0.00% | 0 | -49 | -100.0% | -$1.99万 | 清仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $0 | 0.00% | 0 | -193 | -100.0% | -$1.97万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -483 | -100.0% | -$1.94万 | 清仓 |
| WSC | WILLSCOT HLDGS CORP | $0 | 0.00% | 0 | -1,027 | -100.0% | -$1.93万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -65 | -100.0% | -$1.92万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -216 | -100.0% | -$1.92万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -173 | -100.0% | -$1.91万 | 清仓 |
| SHOE | SHOE CARNIVAL INC | $0 | 0.00% | 0 | -1,124 | -100.0% | -$1.90万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -75 | -100.0% | -$1.89万 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -248 | -100.0% | -$1.88万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -75 | -100.0% | -$1.69万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -77 | -100.0% | -$1.69万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -455 | -100.0% | -$1.68万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -287 | -100.0% | -$1.68万 | 清仓 |
| USLM | UNITED STS LIME & MINERALS I | $0 | 0.00% | 0 | -140 | -100.0% | -$1.68万 | 清仓 |
| TPB | TURNING PT BRANDS INC | $0 | 0.00% | 0 | -154 | -100.0% | -$1.67万 | 清仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $0 | 0.00% | 0 | -547 | -100.0% | -$1.65万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1.64万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1.63万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -445 | -100.0% | -$1.63万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -88 | -100.0% | -$1.54万 | 清仓 |
| HSTM | HEALTHSTREAM INC | $0 | 0.00% | 0 | -661 | -100.0% | -$1.52万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -132 | -100.0% | -$1.48万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -87 | -100.0% | -$1.45万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1.43万 | 清仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -139 | -100.0% | -$1.43万 | 清仓 |