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 |
|---|---|---|---|---|---|---|---|---|
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$1,796 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -14 | -100.0% | -$1,793 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -41 | -100.0% | -$1,775 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,764 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1,762 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -195 | -100.0% | -$1,718 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$1,691 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -5 | -100.0% | -$1,648 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -43 | -100.0% | -$1,632 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,590 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -29 | -100.0% | -$1,570 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -56 | -100.0% | -$1,569 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -194 | -100.0% | -$1,556 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1,540 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -20 | -100.0% | -$1,470 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -97 | -100.0% | -$1,449 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1,434 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -122 | -100.0% | -$1,414 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1,376 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -137 | -100.0% | -$1,370 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$1,369 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,362 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,357 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -75 | -100.0% | -$1,313 | 清仓 |
| KRNT | KORNIT DIGITAL LTD | $0 | 0.00% | 0 | -90 | -100.0% | -$1,294 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$1,237 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -14 | -100.0% | -$1,235 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -163 | -100.0% | -$1,169 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -164 | -100.0% | -$1,146 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,141 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -19 | -100.0% | -$1,140 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | -24 | -100.0% | -$1,130 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$1,126 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -105 | -100.0% | -$1,068 | 清仓 |
| ENR | ENERGIZER HLDGS INC NEW | $0 | 0.00% | 0 | -52 | -100.0% | -$1,034 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,021 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -26 | -100.0% | -$1,005 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -7 | -100.0% | -$998 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -36 | -100.0% | -$979 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -15 | -100.0% | -$976 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$942 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -14 | -100.0% | -$930 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$893 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$851 | 清仓 |
| FIVN | FIVE9 INC | $0 | 0.00% | 0 | -40 | -100.0% | -$802 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$800 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -19 | -100.0% | -$782 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$760 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$677 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -10 | -100.0% | -$643 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -21 | -100.0% | -$634 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -10 | -100.0% | -$630 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -3 | -100.0% | -$616 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -7 | -100.0% | -$611 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$587 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -19 | -100.0% | -$582 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$578 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$564 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -14 | -100.0% | -$537 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$521 | 清仓 |
| AMN | AMN HEALTHCARE SVCS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$504 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -2 | -100.0% | -$486 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -2 | -100.0% | -$482 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$451 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -9 | -100.0% | -$450 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -2 | -100.0% | -$418 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$358 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -4 | -100.0% | -$342 | 清仓 |
| GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | -8 | -100.0% | -$298 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$113 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -1 | -100.0% | -$33 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | 0 | — | -$5 | 清仓 |