13F 机构持仓

CBIZ Investment Advisory Services, LLC

INDEPENDENCE OH · SEC CIK 0001795934

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$24.18亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BND 23.1%
VTV 19.4%
VEU 14.7%
VUG 14.4%
QQQ 8.9%
VB 4.6%
VWO 3.9%
VO 3.1%
RSP 1.8%
IVV 1.4%

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
EBAY EBAY INC. $00.00%0 -56-100.0% -$4,878 清仓
Z ZILLOW GROUP INC $00.00%0 -71-100.0% -$4,844 清仓
ZM ZOOM COMMUNICATIONS INC $00.00%0 -56-100.0% -$4,832 清仓
KVUE KENVUE INC $00.00%0 -269-100.0% -$4,640 清仓
CUZ COUSINS PPTYS INC $00.00%0 -177-100.0% -$4,563 清仓
EXPO EXPONENT INC $00.00%0 -65-100.0% -$4,515 清仓
CR CRANE COMPANY $00.00%0 -24-100.0% -$4,426 清仓
BL BLACKLINE INC $00.00%0 -80-100.0% -$4,423 清仓
NUE NUCOR CORP $00.00%0 -27-100.0% -$4,419 清仓
FND FLOOR & DECOR HLDGS INC $00.00%0 -72-100.0% -$4,384 清仓
O REALTY INCOME CORP $00.00%0 -77-100.0% -$4,361 清仓
INVH INVITATION HOMES INC $00.00%0 -152-100.0% -$4,270 清仓
SBAC SBA COMMUNICATIONS CORP NEW $00.00%0 -22-100.0% -$4,255 清仓
KR KROGER CO $00.00%0 -68-100.0% -$4,249 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -11-100.0% -$4,230 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 -19-100.0% -$4,230 清仓
VST VISTRA CORP $00.00%0 -26-100.0% -$4,195 清仓
PRVA PRIVIA HEALTH GROUP INC $00.00%0 -176-100.0% -$4,173 清仓
DCI DONALDSON INC $00.00%0 -47-100.0% -$4,167 清仓
ALRM ALARM COM HLDGS INC $00.00%0 -81-100.0% -$4,133 清仓
ADM ARCHER DANIELS MIDLAND CO $00.00%0 -71-100.0% -$4,082 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -26-100.0% -$4,054 清仓
ACGL ARCH CAP GROUP LTD $00.00%0 -42-100.0% -$4,029 清仓
HRL HORMEL FOODS CORP $00.00%0 -170-100.0% -$4,029 清仓
AEE AMEREN CORP $00.00%0 -40-100.0% -$3,994 清仓
GLOB GLOBANT S A $00.00%0 -61-100.0% -$3,988 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -14-100.0% -$3,966 清仓
DINO HF SINCLAIR CORP $00.00%0 -85-100.0% -$3,917 清仓
XEL XCEL ENERGY INC $00.00%0 -52-100.0% -$3,870 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -14-100.0% -$3,866 清仓
ENTG ENTEGRIS INC $00.00%0 -45-100.0% -$3,791 清仓
EW EDWARDS LIFESCIENCES CORP $00.00%0 -44-100.0% -$3,751 清仓
STT STATE STR CORP $00.00%0 -29-100.0% -$3,741 清仓
MPC MARATHON PETE CORP $00.00%0 -23-100.0% -$3,740 清仓
OPCH OPTION CARE HEALTH INC $00.00%0 -114-100.0% -$3,632 清仓
— COTERRA ENERGY INC $00.00%0 -137-100.0% -$3,606 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -23-100.0% -$3,591 清仓
CPT CAMDEN PPTY TR $00.00%0 -32-100.0% -$3,556 清仓
MSTR STRATEGY INC $00.00%0 -23-100.0% -$3,495 清仓
— AVALONBAY CMNTYS INC $00.00%0 -19-100.0% -$3,478 清仓
FE FIRSTENERGY CORP $00.00%0 -77-100.0% -$3,447 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -10-100.0% -$3,401 清仓
DLTR DOLLAR TREE INC $00.00%0 -27-100.0% -$3,321 清仓
CPAY CORPAY INC $00.00%0 -11-100.0% -$3,310 清仓
MRNA MODERNA INC $00.00%0 -111-100.0% -$3,273 清仓
PGNY PROGYNY INC $00.00%0 -127-100.0% -$3,261 清仓
SPSC SPS COMM INC $00.00%0 -36-100.0% -$3,209 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -86-100.0% -$3,182 清仓
PCG PG&E CORP $00.00%0 -196-100.0% -$3,160 清仓
FOXA FOX CORP $00.00%0 -43-100.0% -$3,142 清仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $00.00%0 -12-100.0% -$3,072 清仓
FCPT FOUR CORNERS PPTY TR INC $00.00%0 -131-100.0% -$3,069 清仓
SSNC SS&C TECHNOLOGIES HLDGS INC $00.00%0 -35-100.0% -$3,060 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -23-100.0% -$2,995 清仓
DOW DOW INC $00.00%0 -127-100.0% -$2,969 清仓
JBHT HUNT J B TRANS SVCS INC $00.00%0 -15-100.0% -$2,915 清仓
PINS PINTEREST INC $00.00%0 -112-100.0% -$2,900 清仓
APTV APTIV PLC $00.00%0 -38-100.0% -$2,891 清仓
LEN LENNAR CORP $00.00%0 -27-100.0% -$2,776 清仓
CCC CCC INTELLIGENT SOLUTIONS HL $00.00%0 -344-100.0% -$2,735 清仓
MRP MILLROSE PPTYS INC $00.00%0 -91-100.0% -$2,718 清仓
CON CONCENTRA GROUP HOLDINGS PAR $00.00%0 -138-100.0% -$2,716 清仓
BRO BROWN & BROWN INC $00.00%0 -34-100.0% -$2,710 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -13-100.0% -$2,702 清仓
IFF INTERNATIONAL FLAVORS&FRAGRA $00.00%0 -39-100.0% -$2,644 清仓
PSA PUBLIC STORAGE OPER CO $00.00%0 -10-100.0% -$2,595 清仓
SYY SYSCO CORP $00.00%0 -35-100.0% -$2,579 清仓
FUL FULLER H B CO $00.00%0 -43-100.0% -$2,557 清仓
— SELECT MED HLDGS CORP $00.00%0 -172-100.0% -$2,554 清仓
FRPT FRESHPET INC $00.00%0 -41-100.0% -$2,498 清仓
VTR VENTAS INC $00.00%0 -31-100.0% -$2,414 清仓
HUBS HUBSPOT INC $00.00%0 -6-100.0% -$2,408 清仓
AIN ALBANY INTL CORP $00.00%0 -46-100.0% -$2,345 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -43-100.0% -$2,325 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -39-100.0% -$2,277 清仓
AXON AXON ENTERPRISE INC $00.00%0 -4-100.0% -$2,272 清仓
MOH MOLINA HEALTHCARE INC $00.00%0 -13-100.0% -$2,256 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 -54-100.0% -$2,242 清仓
GDYN GRID DYNAMICS HLDGS INC $00.00%0 -245-100.0% -$2,212 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -12-100.0% -$2,208 清仓
ODFL OLD DOMINION FREIGHT LINE IN $00.00%0 -14-100.0% -$2,195 清仓
BSY BENTLEY SYS INC $00.00%0 -57-100.0% -$2,175 清仓
WRB BERKLEY W R CORP $00.00%0 -31-100.0% -$2,174 清仓
CF CF INDS HLDGS INC $00.00%0 -28-100.0% -$2,166 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -12-100.0% -$2,165 清仓
FLUT FLUTTER ENTMT PLC $00.00%0 -10-100.0% -$2,150 清仓
— LIBERTY BROADBAND CORP $00.00%0 -44-100.0% -$2,138 清仓
PPL PPL CORP $00.00%0 -60-100.0% -$2,118 清仓
AGCO AGCO CORP $00.00%0 -20-100.0% -$2,086 清仓
NWSA NEWS CORP NEW $00.00%0 -78-100.0% -$2,037 清仓
BBY BEST BUY INC $00.00%0 -30-100.0% -$2,036 清仓
HSY HERSHEY CO $00.00%0 -11-100.0% -$2,002 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -5-100.0% -$1,988 清仓
DV DOUBLEVERIFY HLDGS INC $00.00%0 -173-100.0% -$1,979 清仓
WDFC WD 40 CO $00.00%0 -10-100.0% -$1,969 清仓
CNMD CONMED CORP $00.00%0 -48-100.0% -$1,949 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -29-100.0% -$1,883 清仓
SUI SUN CMNTYS INC $00.00%0 -15-100.0% -$1,874 清仓
ILMN ILLUMINA INC $00.00%0 -14-100.0% -$1,836 清仓
— DUPONT DE NEMOURS INC $00.00%0 -45-100.0% -$1,809 清仓