13F 机构持仓

Lloyd Advisory Services, LLC.

SUWANEE GA · SEC CIK 0001802474

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.58亿2026Q2
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

MAYW 9.7%
SPYM 8.4%
SIXD 7.4%
ONEZ 7.4%
JUNW 7.1%
TUA 5.4%
MAYT 3.8%
BILZ 3.7%
ELEVATION SERI 2.9%
VOO 2.8%

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
NUBD NUSHARES ETF TR $00.00%0 -1,748-100.0% -$3.88万 清仓
ICSH ISHARES TR $00.00%0 -746-100.0% -$3.78万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -834-100.0% -$3.77万 清仓
COWZ PACER FDS TR $00.00%0 -578-100.0% -$3.62万 清仓
NAD NUVEEN QUALITY MUNCP INCOME $00.00%0 -3,109-100.0% -$3.57万 清仓
SBUX STARBUCKS CORP $00.00%0 -396-100.0% -$3.55万 清仓
OII OCEANEERING INTL INC $00.00%0 -1,000-100.0% -$3.55万 清仓
FTNT FORTINET INC $00.00%0 -431-100.0% -$3.52万 清仓
PPC PILGRIMS PRIDE CORP $00.00%0 -928-100.0% -$3.50万 清仓
VYMI VANGUARD WHITEHALL FDS $00.00%0 -369-100.0% -$3.48万 清仓
APPS DIGITAL TURBINE INC $00.00%0 -12,016-100.0% -$3.46万 清仓
IXUS ISHARES TR $00.00%0 -399-100.0% -$3.46万 清仓
FSK FS KKR CAP CORP $00.00%0 -3,358-100.0% -$3.42万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -123-100.0% -$3.38万 清仓
SCHM SCHWAB STRATEGIC TR $00.00%0 -1,084-100.0% -$3.36万 清仓
VB VANGUARD INDEX FDS $00.00%0 -114-100.0% -$3.00万 清仓
FENI FIDELITY COVINGTON TRUST $00.00%0 -793-100.0% -$2.95万 清仓
SPMB SPDR SERIES TRUST $00.00%0 -1,271-100.0% -$2.85万 清仓
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 -118-100.0% -$2.80万 清仓
NULV NUSHARES ETF TR $00.00%0 -608-100.0% -$2.77万 清仓
CASS CASS INFORMATION SYS INC $00.00%0 -620-100.0% -$2.73万 清仓
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 -46-100.0% -$2.73万 清仓
VUSB VANGUARD BD INDEX FDS $00.00%0 -547-100.0% -$2.73万 清仓
IGIB ISHARES TR $00.00%0 -487-100.0% -$2.59万 清仓
WTAI WISDOMTREE TR $00.00%0 -913-100.0% -$2.58万 清仓
PGR PROGRESSIVE CORP $00.00%0 -125-100.0% -$2.48万 清仓
— RBB FD INC $00.00%0 -874-100.0% -$2.47万 清仓
NUDM NUSHARES ETF TR $00.00%0 -677-100.0% -$2.45万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -684-100.0% -$2.40万 清仓
VHT VANGUARD WORLD FD $00.00%0 -88-100.0% -$2.40万 清仓
SNDA SONIDA SENIOR LIVING INC $00.00%0 -741-100.0% -$2.39万 清仓
COP CONOCOPHILLIPS $00.00%0 -173-100.0% -$2.28万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -163-100.0% -$2.21万 清仓
SPG SIMON PPTY GROUP INC NEW $00.00%0 -109-100.0% -$2.03万 清仓
SUB ISHARES TR $00.00%0 -189-100.0% -$2.02万 清仓
JMUB J P MORGAN EXCHANGE TRADED F $00.00%0 -399-100.0% -$1.99万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -42-100.0% -$1.97万 清仓
— VANECK ETF TRUST $00.00%0 -526-100.0% -$1.96万 清仓
ARWR ARROWHEAD PHARMACEUTICALS IN $00.00%0 -311-100.0% -$1.95万 清仓
— FIDELITY COVINGTON TRUST $00.00%0 -441-100.0% -$1.90万 清仓
IHAK ISHARES TR $00.00%0 -431-100.0% -$1.88万 清仓
TMUS T-MOBILE US INC $00.00%0 -89-100.0% -$1.88万 清仓
XSD SPDR SERIES TRUST $00.00%0 -57-100.0% -$1.85万 清仓
LNG CHENIERE ENERGY INC $00.00%0 -64-100.0% -$1.82万 清仓
XYL XYLEM INC $00.00%0 -150-100.0% -$1.80万 清仓
LGLV SPDR SERIES TRUST $00.00%0 -99-100.0% -$1.77万 清仓
AON AON PLC $00.00%0 -53-100.0% -$1.71万 清仓
— FIDELITY COVINGTON TRUST $00.00%0 -532-100.0% -$1.66万 清仓
PPA INVESCO EXCHANGE TRADED FD T $00.00%0 -100-100.0% -$1.66万 清仓
MAIN MAIN STR CAP CORP $00.00%0 -312-100.0% -$1.65万 清仓
— FIDELITY COVINGTON TRUST $00.00%0 -496-100.0% -$1.64万 清仓
XT ISHARES TR $00.00%0 -231-100.0% -$1.58万 清仓
SHEL SHELL PLC $00.00%0 -164-100.0% -$1.53万 清仓
SHYG ISHARES TR $00.00%0 -356-100.0% -$1.51万 清仓
— TIDAL TRUST II $00.00%0 -1,103-100.0% -$1.43万 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -250-100.0% -$1.42万 清仓
ENVX ENOVIX CORPORATION $00.00%0 -2,725-100.0% -$1.41万 清仓
HSBC HSBC HLDGS PLC $00.00%0 -170-100.0% -$1.40万 清仓
— NUSHARES ETF TR $00.00%0 -660-100.0% -$1.40万 清仓
BE BLOOM ENERGY CORP $00.00%0 -100-100.0% -$1.35万 清仓
— SILA REALTY TRUST INC $00.00%0 -569-100.0% -$1.35万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -34-100.0% -$1.33万 清仓
KLAC KLA CORP $00.00%0 -90-100.0% -$1.33万 清仓
KT KT CORP $00.00%0 -613-100.0% -$1.31万 清仓
QYLD GLOBAL X FDS $00.00%0 -762-100.0% -$1.31万 清仓
TTD THE TRADE DESK INC $00.00%0 -560-100.0% -$1.27万 清仓
BA BOEING CO $00.00%0 -63-100.0% -$1.25万 清仓
DHR DANAHER CORP DEL $00.00%0 -65-100.0% -$1.23万 清仓
SPSB SPDR SERIES TRUST $00.00%0 -407-100.0% -$1.22万 清仓
VFH VANGUARD WORLD FD $00.00%0 -98-100.0% -$1.19万 清仓
MAA MID-AMER APT CMNTYS INC $00.00%0 -94-100.0% -$1.15万 清仓
VIS VANGUARD WORLD FD $00.00%0 -36-100.0% -$1.13万 清仓
INCM FRANKLIN TEMPLETON ETF TR $00.00%0 -382-100.0% -$1.10万 清仓
EQIX EQUINIX INC $00.00%0 -11-100.0% -$1.08万 清仓
ACGL ARCH CAP GROUP LTD $00.00%0 -112-100.0% -$1.08万 清仓
KOMP SPDR SERIES TRUST $00.00%0 -184-100.0% -$1.07万 清仓
ROL ROLLINS INC $00.00%0 -200-100.0% -$1.07万 清仓
RJF RAYMOND JAMES FINL INC $00.00%0 -73-100.0% -$1.06万 清仓
NUEM NUSHARES ETF TR $00.00%0 -284-100.0% -$1.04万 清仓
BBEU J P MORGAN EXCHANGE TRADED F $00.00%0 -141-100.0% -$1.02万 清仓
BBJP J P MORGAN EXCHANGE TRADED F $00.00%0 -147-100.0% -$1.01万 清仓
IX ORIX CORP $00.00%0 -328-100.0% -$9,837 清仓
CCI CROWN CASTLE INC $00.00%0 -116-100.0% -$9,405 清仓
PAG PENSKE AUTOMOTIVE GRP INC $00.00%0 -61-100.0% -$9,186 清仓
NNN NNN REIT INC $00.00%0 -218-100.0% -$9,160 清仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $00.00%0 -534-100.0% -$9,062 清仓
FNDE SCHWAB STRATEGIC TR $00.00%0 -228-100.0% -$8,725 清仓
NVS NOVARTIS AG $00.00%0 -56-100.0% -$8,627 清仓
APPN APPIAN CORP $00.00%0 -354-100.0% -$8,535 清仓
IBHF ISHARES TR $00.00%0 -366-100.0% -$8,395 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -41-100.0% -$8,322 清仓
PGX INVESCO EXCH TRADED FD TR II $00.00%0 -752-100.0% -$8,185 清仓
DHI D R HORTON INC $00.00%0 -59-100.0% -$8,096 清仓
OKLO OKLO INC $00.00%0 -162-100.0% -$8,034 清仓
UNFI UNITED NAT FOODS INC $00.00%0 -178-100.0% -$8,021 清仓
BBDC BARINGS BDC INC $00.00%0 -960-100.0% -$7,901 清仓
ABT ABBOTT LABORATORIES $00.00%0 -75-100.0% -$7,688 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -145-100.0% -$7,653 清仓
SKYY FIRST TR EXCHANGE-TRADED FD $00.00%0 -69-100.0% -$7,502 清仓
BMO BANK MONTREAL MEDIUM $00.00%0 -54-100.0% -$7,308 清仓