Lloyd Advisory Services, LLC.
SUWANEE GA · SEC CIK 0001802474
$2.58亿2026Q2 申报市值
627持仓数
58.7%前十大占比 · 第一大 9.7%
72 / 467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
MAYW 重新持有+$2,501.17万
SPYM 加仓+$2,036.31万
SIXD 加仓+$1,918.59万
ONEZ 加仓+$1,874.12万
JUNW 重新持有+$1,814.58万
2026Q2 卖出最多 按季末市值估算
CAPITOL SER TR 减仓-$5,503.04万
IWY 减仓-$4,655.53万
SCNM 减仓-$3,180.29万
IWX 减仓-$2,919.76万
IWS 减仓-$1,551.93万
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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $8.08万 | 0.03% | 316 | -189 | -37.4% | -$4.83万 | 重新持有 |
| LONZ | PIMCO ETF TR | $8.23万 | 0.03% | 1,669 | -48 | -2.8% | -$2,368 | 重新持有 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $8.37万 | 0.03% | 3,556 | 2,797 | 368.5% | $6.58万 | 加仓 |
| PRFD | PIMCO ETF TR | $8.42万 | 0.03% | 1,640 | -85 | -4.9% | -$4,364 | 重新持有 |
| TSLA | TESLA INC | $8.45万 | 0.03% | 201 | -786 | -79.6% | -$33.06万 | 减仓 |
| ICVT | ISHARES TR | $8.65万 | 0.03% | 710 | -527 | -42.6% | -$6.42万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8.76万 | 0.03% | 751 | -3,148 | -80.7% | -$36.73万 | 减仓 |
| ADI | ANALOG DEVICES INC | $8.99万 | 0.03% | 226 | 218 | 2,725.0% | $8.67万 | 加仓 |
| FISV | FISERV INC | $9.30万 | 0.04% | 1,897 | -233 | -10.9% | -$1.14万 | 重新持有 |
| VGLT | VANGUARD SCOTTSDALE FDS | $9.41万 | 0.04% | 1,706 | -1,141 | -40.1% | -$6.30万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $9.45万 | 0.04% | 3,087 | 2,837 | 1,134.8% | $8.68万 | 加仓 |
| AOM | ISHARES TR | $9.66万 | 0.04% | 1,937 | 1,699 | 713.9% | $8.47万 | 重新持有 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9.75万 | 0.04% | 904 | 897 | 12,814.3% | $9.67万 | 重新持有 |
| XTEN | BONDBLOXX ETF TRUST | $9.78万 | 0.04% | 2,145 | 101 | 4.9% | $4,604 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $9.93万 | 0.04% | 3,460 | -985 | -22.2% | -$2.83万 | 重新持有 |
| SO | SOUTHERN CO | $9.97万 | 0.04% | 1,041 | 912 | 707.0% | $8.73万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $10.17万 | 0.04% | 3,056 | 711 | 30.3% | $2.37万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $10.45万 | 0.04% | 1,014 | 733 | 260.9% | $7.56万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $10.47万 | 0.04% | 2,210 | 1,890 | 590.6% | $8.96万 | 加仓 |
| ORCL | ORACLE CORP | $10.63万 | 0.04% | 725 | 567 | 358.9% | $8.31万 | 加仓 |
| MMM | 3M CO | $10.71万 | 0.04% | 662 | 625 | 1,689.2% | $10.11万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $10.85万 | 0.04% | 635 | 635 | — | $10.85万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $11.09万 | 0.04% | 119 | 37 | 45.1% | $3.45万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $11.10万 | 0.04% | 3,598 | 3,036 | 540.2% | $9.37万 | 加仓 |
| AVGO | BROADCOM INC | $11.24万 | 0.04% | 297 | -8,726 | -96.7% | -$330.14万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $11.35万 | 0.04% | 1,827 | 1,216 | 199.0% | $7.55万 | 加仓 |
| AMGN | AMGEN INC | $11.36万 | 0.04% | 314 | -625 | -66.6% | -$22.62万 | 减仓 |
| VV | VANGUARD INDEX FDS | $11.38万 | 0.04% | 331 | 331 | — | $11.38万 | 新建仓 |
| MRK | MERCK & CO INC | $11.58万 | 0.04% | 901 | 629 | 231.2% | $8.08万 | 加仓 |
| — | ELEVATION SERIES TRUST | $11.58万 | 0.04% | 14,068 | 10,264 | 269.8% | $8.45万 | 加仓 |
| MGC | VANGUARD WORLD FD | $11.90万 | 0.05% | 435 | -48 | -9.9% | -$1.31万 | 重新持有 |
| QCOM | QUALCOMM INC | $12.06万 | 0.05% | 653 | 575 | 737.2% | $10.62万 | 加仓 |
| KIM | KIMCO REALTY CORP | $12.16万 | 0.05% | 4,798 | 4,798 | — | $12.16万 | 新建仓 |
| CARY | ANGEL OAK FUNDS TRUST | $12.25万 | 0.05% | 5,893 | 5,398 | 1,090.5% | $11.22万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $12.60万 | 0.05% | 6,053 | 0 | 0.0% | — | 重新持有 |
| UL | UNILEVER PLC | $12.86万 | 0.05% | 2,140 | 2,068 | 2,872.2% | $12.43万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $12.99万 | 0.05% | 4,302 | 4,302 | — | $12.99万 | 新建仓 |
| QUAL | ISHARES TR | $13.11万 | 0.05% | 598 | -980 | -62.1% | -$21.49万 | 减仓 |
| TFC | TRUIST FINL CORP | $13.11万 | 0.05% | 2,632 | -1,839 | -41.1% | -$9.16万 | 重新持有 |
| PPL | PPL CORP | $13.12万 | 0.05% | 3,609 | 368 | 11.4% | $1.34万 | 重新持有 |
| QINT | AMERICAN CENTY ETF TR | $13.87万 | 0.05% | 1,998 | 1,766 | 761.2% | $12.26万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $14.15万 | 0.05% | 5,395 | -7,634 | -58.6% | -$20.02万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $14.38万 | 0.06% | 4,307 | -19,921 | -82.2% | -$66.52万 | 减仓 |
| TLT | ISHARES TR | $14.39万 | 0.06% | 1,665 | -1,101 | -39.8% | -$9.51万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $14.52万 | 0.06% | 516 | 489 | 1,811.1% | $13.76万 | 加仓 |
| GLD | SPDR GOLD TR | $14.59万 | 0.06% | 396 | 335 | 549.2% | $12.34万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $14.72万 | 0.06% | 5,313 | 1,993 | 60.0% | $5.52万 | 加仓 |
| GIB | CGI INC | $14.83万 | 0.06% | 2,296 | -545 | -19.2% | -$3.52万 | 重新持有 |
| PEP | PEPSICO INC | $14.84万 | 0.06% | 1,096 | 725 | 195.4% | $9.82万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $14.89万 | 0.06% | 665 | -888 | -57.2% | -$19.89万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $15.00万 | 0.06% | 4,688 | -2,100 | -30.9% | -$6.72万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $15.05万 | 0.06% | 2,475 | 1,115 | 82.0% | $6.78万 | 加仓 |
| — | SPDR INDEX SHS FDS | $15.12万 | 0.06% | 1,892 | -880 | -31.7% | -$7.03万 | 减仓 |
| CME | CME GROUP INC | $15.18万 | 0.06% | 687 | -2,674 | -79.6% | -$59.09万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $15.31万 | 0.06% | 4,496 | -215 | -4.6% | -$7,320 | 重新持有 |
| AVXC | AMERICAN CENTY ETF TR | $15.34万 | 0.06% | 1,791 | 1,612 | 900.6% | $13.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $15.56万 | 0.06% | 211 | -2,264 | -91.5% | -$166.94万 | 减仓 |
| SLV | ISHARES SILVER TR | $16.04万 | 0.06% | 3,000 | 2,552 | 569.6% | $13.65万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $16.04万 | 0.06% | 887 | 705 | 387.4% | $12.75万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $16.13万 | 0.06% | 1,808 | 1,597 | 756.9% | $14.25万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $16.29万 | 0.06% | 3,991 | -12,380 | -75.6% | -$50.54万 | 减仓 |
| HYS | PIMCO ETF TR | $16.43万 | 0.06% | 1,757 | -79 | -4.3% | -$7,388 | 重新持有 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $16.53万 | 0.06% | 6,143 | 1,550 | 33.7% | $4.17万 | 重新持有 |
| TRP | TC ENERGY CORP | $16.69万 | 0.06% | 2,518 | -136 | -5.1% | -$9,015 | 重新持有 |
| CVX | CHEVRON CORPORATION | $16.83万 | 0.07% | 1,015 | -2,365 | -70.0% | -$39.22万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $17.10万 | 0.07% | 2,956 | 2,899 | 5,086.0% | $16.77万 | 加仓 |
| MDT | MEDTRONIC PLC | $17.20万 | 0.07% | 2,199 | 1,992 | 962.3% | $15.58万 | 加仓 |
| AMCR | AMCOR PLC | $17.27万 | 0.07% | 3,985 | 3,985 | — | $17.27万 | 新建仓 |
| AOA | ISHARES TR | $17.42万 | 0.07% | 1,785 | 85 | 5.0% | $8,295 | 重新持有 |
| NGG | NATIONAL GRID PLC | $17.64万 | 0.07% | 2,128 | -930 | -30.4% | -$7.71万 | 重新持有 |
| WLK | WESTLAKE CORPORATION | $18.04万 | 0.07% | 2,472 | 27 | 1.1% | $1,971 | 重新持有 |
| FDG | AMERICAN CENTY ETF TR | $18.07万 | 0.07% | 1,358 | 1,230 | 960.9% | $16.37万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $18.18万 | 0.07% | 1,112 | 1,085 | 4,018.5% | $17.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $18.36万 | 0.07% | 159 | -2,341 | -93.6% | -$270.37万 | 减仓 |
| PLD | PROLOGIS INC. | $18.76万 | 0.07% | 1,385 | -3,948 | -74.0% | -$53.47万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $18.87万 | 0.07% | 1,616 | -3,705 | -69.6% | -$43.27万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $19.13万 | 0.07% | 899 | 584 | 185.4% | $12.43万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $19.79万 | 0.08% | 804 | -258 | -24.3% | -$6.35万 | 重新持有 |
| TTE | TOTALENERGIES SE | $20.09万 | 0.08% | 2,583 | 2,556 | 9,466.7% | $19.88万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $20.33万 | 0.08% | 6,970 | -1,919 | -21.6% | -$5.60万 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC | $20.65万 | 0.08% | 3,343 | 3,260 | 3,927.7% | $20.14万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $20.68万 | 0.08% | 7,858 | 7,751 | 7,243.9% | $20.40万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $20.81万 | 0.08% | 5,026 | 4,582 | 1,032.0% | $18.97万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.22万 | 0.08% | 5,768 | -2,854 | -33.1% | -$10.50万 | 重新持有 |
| VGIT | VANGUARD SCOTTSDALE FDS | $21.33万 | 0.08% | 3,616 | -2,157 | -37.4% | -$12.72万 | 减仓 |
| PAYX | PAYCHEX INC | $21.54万 | 0.08% | 2,190 | 2,052 | 1,487.0% | $20.18万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $21.55万 | 0.08% | 1,963 | 1,411 | 255.6% | $15.49万 | 加仓 |
| GOOGL | ALPHABET INC | $21.64万 | 0.08% | 606 | -2,960 | -83.0% | -$105.72万 | 减仓 |
| T | AT&T INC | $22.03万 | 0.09% | 10,641 | 6,721 | 171.5% | $13.91万 | 加仓 |
| SNY | SANOFI SA | $22.37万 | 0.09% | 5,244 | 1,387 | 36.0% | $5.92万 | 重新持有 |
| PFE | PFIZER INC | $22.48万 | 0.09% | 9,335 | 8,664 | 1,291.2% | $20.86万 | 加仓 |
| FE | FIRSTENERGY CORP | $22.67万 | 0.09% | 4,768 | 1,176 | 32.7% | $5.59万 | 重新持有 |
| IWP | ISHARES TR | $22.90万 | 0.09% | 1,564 | -28,251 | -94.8% | -$413.67万 | 减仓 |
| ENB | ENBRIDGE INC | $24.53万 | 0.10% | 4,525 | 4,423 | 4,336.3% | $23.98万 | 加仓 |
| USB | US BANCORP | $24.71万 | 0.10% | 4,091 | 4,078 | 31,369.2% | $24.63万 | 加仓 |
| ROE | EA SERIES TRUST | $25.22万 | 0.10% | 5,915 | 5,494 | 1,305.0% | $23.42万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $26.38万 | 0.10% | 3,245 | 2,751 | 556.9% | $22.37万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $27.36万 | 0.11% | 5,441 | 5,441 | — | $27.36万 | 新建仓 |
| ABBV | ABBVIE INC | $28.02万 | 0.11% | 1,113 | -1,950 | -63.7% | -$49.09万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $28.63万 | 0.11% | 2,425 | 2,084 | 611.1% | $24.60万 | 加仓 |