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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -80 | -100.0% | -$1.43万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -71 | -100.0% | -$1.43万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -502 | -100.0% | -$1.42万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1.40万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -122 | -100.0% | -$1.37万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -137 | -100.0% | -$1.37万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -74 | -100.0% | -$1.37万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -164 | -100.0% | -$1.36万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -40 | -100.0% | -$1.35万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -52 | -100.0% | -$1.35万 | 清仓 |
| UMH | UMH PPTYS INC | $0 | 0.00% | 0 | -842 | -100.0% | -$1.34万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -290 | -100.0% | -$1.32万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -215 | -100.0% | -$1.29万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -90 | -100.0% | -$1.28万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -185 | -100.0% | -$1.24万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -191 | -100.0% | -$1.22万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1.21万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1.18万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1.16万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -72 | -100.0% | -$1.15万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -58 | -100.0% | -$1.13万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$1.13万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -69 | -100.0% | -$1.12万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -33 | -100.0% | -$1.11万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -159 | -100.0% | -$1.10万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -95 | -100.0% | -$1.10万 | 清仓 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | -107 | -100.0% | -$1.09万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -72 | -100.0% | -$1.08万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -84 | -100.0% | -$1.06万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -53 | -100.0% | -$1.03万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -151 | -100.0% | -$1.02万 | 清仓 |
| KFRC | KFORCE INC | $0 | 0.00% | 0 | -328 | -100.0% | -$1.01万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -119 | -100.0% | -$9,978 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -117 | -100.0% | -$9,761 | 清仓 |
| GOLF | ACUSHNET HLDGS CORP | $0 | 0.00% | 0 | -122 | -100.0% | -$9,738 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -149 | -100.0% | -$9,686 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -78 | -100.0% | -$9,678 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -43 | -100.0% | -$9,672 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -84 | -100.0% | -$9,423 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -27 | -100.0% | -$9,304 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -44 | -100.0% | -$9,129 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -66 | -100.0% | -$8,981 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -51 | -100.0% | -$8,975 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -20 | -100.0% | -$8,882 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -21 | -100.0% | -$8,862 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -108 | -100.0% | -$8,751 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -144 | -100.0% | -$8,656 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -20 | -100.0% | -$8,394 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -6 | -100.0% | -$8,365 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -64 | -100.0% | -$8,352 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -61 | -100.0% | -$8,295 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $0 | 0.00% | 0 | -92 | -100.0% | -$8,268 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -104 | -100.0% | -$8,239 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -148 | -100.0% | -$8,079 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -78 | -100.0% | -$7,968 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -224 | -100.0% | -$7,954 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -92 | -100.0% | -$7,935 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -43 | -100.0% | -$7,821 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -43 | -100.0% | -$7,746 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -56 | -100.0% | -$7,726 | 清仓 |
| ALG | ALAMO GROUP INC | $0 | 0.00% | 0 | -46 | -100.0% | -$7,722 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -70 | -100.0% | -$7,382 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -48 | -100.0% | -$7,320 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -26 | -100.0% | -$7,278 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -72 | -100.0% | -$7,260 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$7,175 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -56 | -100.0% | -$7,091 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$7,057 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -168 | -100.0% | -$7,016 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -29 | -100.0% | -$6,972 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -24 | -100.0% | -$6,894 | 清仓 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | -93 | -100.0% | -$6,723 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$6,539 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -268 | -100.0% | -$6,476 | 清仓 |
| EGP | EASTGROUP PPTYS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$6,289 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -77 | -100.0% | -$6,240 | 清仓 |
| LCII | LCI INDS | $0 | 0.00% | 0 | -51 | -100.0% | -$6,188 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -18 | -100.0% | -$6,065 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -83 | -100.0% | -$6,017 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -37 | -100.0% | -$5,896 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -95 | -100.0% | -$5,887 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -72 | -100.0% | -$5,872 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -34 | -100.0% | -$5,857 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -83 | -100.0% | -$5,804 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -52 | -100.0% | -$5,734 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -43 | -100.0% | -$5,709 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -44 | -100.0% | -$5,569 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -52 | -100.0% | -$5,461 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -277 | -100.0% | -$5,460 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -28 | -100.0% | -$5,420 | 清仓 |
| CATY | CATHAY GEN BANCORP | $0 | 0.00% | 0 | -110 | -100.0% | -$5,323 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -62 | -100.0% | -$5,216 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -110 | -100.0% | -$5,193 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -20 | -100.0% | -$5,140 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -60 | -100.0% | -$5,099 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -71 | -100.0% | -$5,097 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$5,037 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$4,935 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$4,916 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -55 | -100.0% | -$4,888 | 清仓 |