Lloyd Advisory Services, LLC.
SUWANEE GA · SEC CIK 0001802474
$3.49亿2026Q1 申报市值
833持仓数
65.3%前十大占比 · 第一大 16.5%
495 / 87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
CAPITOL SER TR 加仓+$5,607.28万
IWY 加仓+$4,059.25万
SCNM 新建仓+$3,177.88万
IWX 加仓+$2,622.20万
EFV 加仓+$1,443.67万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$2,330.70万
AIM ETF PRODUCTS 减仓-$1,938.08万
OCTW 减仓-$1,862.07万
AIM ETF PRODUCTS 减仓-$1,500.37万
TUA 减仓-$1,378.17万
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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STR SPDR DOW JONES IND | $13.91万 | 0.04% | 300 | 214 | 248.8% | $9.92万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $14.01万 | 0.04% | 969 | 969 | — | $14.01万 | 新建仓 |
| IJR | ISHARES TR | $14.10万 | 0.04% | 1,134 | 634 | 126.8% | $7.88万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $14.16万 | 0.04% | 2,727 | 1,291 | 89.9% | $6.71万 | 加仓 |
| USFR | WISDOMTREE TR | $14.68万 | 0.04% | 2,916 | 2,916 | — | $14.68万 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $14.72万 | 0.04% | 3,614 | 3,614 | — | $14.72万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $14.73万 | 0.04% | 353 | 353 | — | $14.73万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $14.89万 | 0.04% | 550 | 550 | — | $14.89万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $14.94万 | 0.04% | 2,383 | 2,383 | — | $14.94万 | 新建仓 |
| IQDG | WISDOMTREE TR | $15.09万 | 0.04% | 3,760 | 3,760 | — | $15.09万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $15.13万 | 0.04% | 2,774 | 813 | 41.5% | $4.43万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $15.40万 | 0.04% | 2,620 | 2,620 | — | $15.40万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $15.49万 | 0.04% | 3,224 | 2,698 | 512.9% | $12.96万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $15.49万 | 0.04% | 1,286 | 1,286 | — | $15.49万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $15.76万 | 0.05% | 2,847 | 2,644 | 1,302.5% | $14.64万 | 加仓 |
| TER | TERADYNE INC | $15.97万 | 0.05% | 539 | 539 | — | $15.97万 | 新建仓 |
| SNDK | SANDISK CORP | $16.14万 | 0.05% | 254 | 254 | — | $16.14万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $16.30万 | 0.05% | 505 | 505 | — | $16.30万 | 新建仓 |
| — | AMICUS THERAPEUTIC | $16.38万 | 0.05% | 11,327 | 11,327 | — | $16.38万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $16.38万 | 0.05% | 511 | 477 | 1,402.9% | $15.29万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $16.78万 | 0.05% | 4,404 | -141,731 | -97.0% | -$540.14万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $17.32万 | 0.05% | 5,645 | 1,677 | 42.3% | $5.15万 | 加仓 |
| INTC | INTEL CORP | $17.40万 | 0.05% | 3,942 | 3,942 | — | $17.40万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $17.43万 | 0.05% | 4,289 | 4,286 | 142,866.7% | $17.42万 | 加仓 |
| AA | ALCOA CORP | $17.94万 | 0.05% | 2,705 | 2,705 | — | $17.94万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $17.99万 | 0.05% | 4,632 | -86,343 | -94.9% | -$335.27万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $18.16万 | 0.05% | 416 | -3,245 | -88.6% | -$141.67万 | 减仓 |
| OKE | ONEOK INC NEW | $18.16万 | 0.05% | 2,009 | 1,964 | 4,364.4% | $17.76万 | 加仓 |
| MAGS | LISTED FDS TR | $18.33万 | 0.05% | 3,163 | 3,163 | — | $18.33万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $18.72万 | 0.05% | 3,684 | 3,684 | — | $18.72万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $19.38万 | 0.06% | 5,271 | -96,031 | -94.8% | -$353.03万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $19.41万 | 0.06% | 5,890 | -7,267 | -55.2% | -$23.95万 | 减仓 |
| AGGY | WISDOMTREE TR | $19.48万 | 0.06% | 4,483 | 4,438 | 9,862.2% | $19.28万 | 加仓 |
| SNPS | SYNOPSYS INC | $19.82万 | 0.06% | 500 | 464 | 1,288.9% | $18.40万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $20.34万 | 0.06% | 5,158 | 5,158 | — | $20.34万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $21.02万 | 0.06% | 9,146 | 8,483 | 1,279.5% | $19.49万 | 加仓 |
| — | SPDR INDEX SHS FDS | $21.39万 | 0.06% | 2,772 | 2,413 | 672.1% | $18.62万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $21.41万 | 0.06% | 4,913 | 4,874 | 12,497.4% | $21.24万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $21.67万 | 0.06% | 6,788 | 5,821 | 602.0% | $18.59万 | 加仓 |
| BILZ | PIMCO ETF TR | $22.16万 | 0.06% | 2,194 | -36,878 | -94.4% | -$372.44万 | 减仓 |
| — | STERLING CAP FDS | $22.24万 | 0.06% | 8,861 | 8,861 | — | $22.24万 | 新建仓 |
| META | META PLATFORMS INC | $22.36万 | 0.06% | 391 | 144 | 58.3% | $8.23万 | 加仓 |
| BP | BP PLC | $23.17万 | 0.07% | 4,931 | 4,584 | 1,321.0% | $21.54万 | 加仓 |
| GOOG | ALPHABET INC | $23.29万 | 0.07% | 812 | 451 | 124.9% | $12.93万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $23.60万 | 0.07% | 3,227 | 3,227 | — | $23.60万 | 新建仓 |
| TLT | ISHARES TR | $23.98万 | 0.07% | 2,766 | 2,766 | — | $23.98万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $24.19万 | 0.07% | 5,180 | 5,180 | — | $24.19万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $24.25万 | 0.07% | 345 | 345 | — | $24.25万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $25.22万 | 0.07% | 7,107 | 7,107 | — | $25.22万 | 新建仓 |
| — | VANECK ETF TRUST | $25.56万 | 0.07% | 11,890 | 11,890 | — | $25.56万 | 新建仓 |
| MBB | ISHARES TR | $25.64万 | 0.07% | 2,700 | 1,218 | 82.2% | $11.57万 | 加仓 |
| WMB | WILLIAMS COS INC | $25.66万 | 0.07% | 3,525 | 3,525 | — | $25.66万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $25.75万 | 0.07% | 2,810 | 497 | 21.5% | $4.55万 | 加仓 |
| IVV | ISHARES TR | $26.20万 | 0.07% | 401 | -1,087 | -73.1% | -$71.03万 | 减仓 |
| GOVT | ISHARES TR | $26.69万 | 0.08% | 11,651 | 11,324 | 3,463.0% | $25.94万 | 加仓 |
| ITRI | ITRON INC | $27.00万 | 0.08% | 3,012 | 3,012 | — | $27.00万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $27.42万 | 0.08% | 2,155 | 2,155 | — | $27.42万 | 新建仓 |
| AEG | AEGON LTD | $27.47万 | 0.08% | 37,832 | 37,832 | — | $27.47万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $27.62万 | 0.08% | 1,141 | 1,141 | — | $27.62万 | 新建仓 |
| COHR | COHERENT CORP | $27.78万 | 0.08% | 1,166 | 1,166 | — | $27.78万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $27.89万 | 0.08% | 1,621 | 1,421 | 710.5% | $24.45万 | 加仓 |
| — | ELEVATION SERIES TRUST | $27.91万 | 0.08% | 12,716 | 12,716 | — | $27.91万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $28.40万 | 0.08% | 5,753 | 5,753 | — | $28.40万 | 新建仓 |
| WMT | WALMART INC | $28.40万 | 0.08% | 2,285 | 62 | 2.8% | $7,707 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $28.44万 | 0.08% | 8,430 | 8,388 | 19,971.4% | $28.30万 | 加仓 |
| NTES | NETEASE COM INC | $29.13万 | 0.08% | 2,602 | 2,602 | — | $29.13万 | 新建仓 |
| SAH | SONIC AUTOMOTIVE INC | $29.23万 | 0.08% | 4,263 | 4,263 | — | $29.23万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $29.37万 | 0.08% | 799 | 240 | 42.9% | $8.82万 | 加仓 |
| LLY | ELI LILLY & CO | $29.39万 | 0.08% | 320 | 281 | 720.5% | $25.81万 | 加仓 |
| QUAL | ISHARES TR | $30.26万 | 0.09% | 1,578 | -10,904 | -87.4% | -$209.10万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $30.28万 | 0.09% | 3,073 | 3,073 | — | $30.28万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $31.46万 | 0.09% | 1,365 | 1,326 | 3,400.0% | $30.56万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.56万 | 0.09% | 1,553 | 1,553 | — | $31.56万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $31.63万 | 0.09% | 5,355 | 5,355 | — | $31.63万 | 新建仓 |
| EIX | EDISON INTL | $31.94万 | 0.09% | 4,365 | 4,182 | 2,285.2% | $30.60万 | 加仓 |
| HDV | ISHARES TR | $32.71万 | 0.09% | 2,410 | 2,410 | — | $32.71万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $32.87万 | 0.09% | 7,162 | 7,162 | — | $32.87万 | 新建仓 |
| AMGN | AMGEN INC | $33.05万 | 0.09% | 939 | 383 | 68.9% | $13.48万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $33.18万 | 0.09% | 2,381 | 1,782 | 297.5% | $24.83万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.40万 | 0.10% | 973 | 973 | — | $33.40万 | 新建仓 |
| WINN | HARBOR ETF TRUST | $33.99万 | 0.10% | 12,257 | 12,257 | — | $33.99万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $34.01万 | 0.10% | 1,357 | 1,152 | 562.0% | $28.87万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $34.16万 | 0.10% | 7,914 | 7,476 | 1,706.8% | $32.27万 | 加仓 |
| XAR | SPDR SERIES TRUST | $34.21万 | 0.10% | 1,347 | 1,347 | — | $34.21万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $34.27万 | 0.10% | 13,029 | -4,523 | -25.8% | -$11.90万 | 减仓 |
| EVRG | EVERGY INC | $34.28万 | 0.10% | 4,184 | 4,184 | — | $34.28万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $34.38万 | 0.10% | 5,773 | 4,302 | 292.5% | $25.62万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.78万 | 0.10% | 411 | 411 | — | $34.78万 | 新建仓 |
| SOXX | ISHARES TR | $34.89万 | 0.10% | 1,062 | 1,062 | — | $34.89万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $34.98万 | 0.10% | 10,878 | 10,878 | — | $34.98万 | 新建仓 |
| TSLA | TESLA INC | $36.69万 | 0.11% | 987 | 580 | 142.5% | $21.56万 | 加仓 |
| SHV | ISHARES TR | $37.31万 | 0.11% | 3,380 | 3,375 | 67,500.0% | $37.26万 | 加仓 |
| ONEZ | ELEVATION SERIES TRUST | $37.32万 | 0.11% | 14,905 | -295,958 | -95.2% | -$740.96万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $37.91万 | 0.11% | 6,516 | -12,943 | -66.5% | -$75.30万 | 减仓 |
| DGRW | WISDOMTREE TR | $38.37万 | 0.11% | 4,368 | 4,368 | — | $38.37万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $38.88万 | 0.11% | 9,572 | -185,900 | -95.1% | -$755.01万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $39.14万 | 0.11% | 3,522 | 3,522 | — | $39.14万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $41.79万 | 0.12% | 2,130 | 2,015 | 1,752.2% | $39.54万 | 加仓 |
| IVW | ISHARES TR | $44.42万 | 0.13% | 3,927 | -4,970 | -55.9% | -$56.22万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $45.21万 | 0.13% | 1,672 | 1,672 | — | $45.21万 | 新建仓 |