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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 0 | 0.0% | — | 不变 |
| — | WORLD FDS TR | $230 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH | $179 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $178 | 0.00% | 1 | -24 | -96.0% | -$4,278 | 减仓 |
| 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 TECHS INC | $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 | 0 | 0.0% | — | 不变 |
| 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 | — | -$1 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -175 | -100.0% | -$3.96万 | 清仓 |