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 |
|---|---|---|---|---|---|---|---|---|
| CALM | CAL MAINE FOODS INC | $1,785 | 0.00% | 23 | 23 | — | $1,785 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,806 | 0.00% | 120 | 120 | — | $1,806 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,824 | 0.00% | 6 | 6 | — | $1,824 | 新建仓 |
| CHWY | CHEWY INC | $1,836 | 0.00% | 68 | 68 | — | $1,836 | 新建仓 |
| AEHR | AEHR TEST SYS | $1,854 | 0.00% | 50 | 50 | — | $1,854 | 新建仓 |
| ECL | ECOLAB INC | $1,862 | 0.00% | 7 | 7 | — | $1,862 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,876 | 0.00% | 40 | -159 | -79.9% | -$7,457 | 减仓 |
| EXEL | EXELIXIS INC | $1,887 | 0.00% | 44 | 44 | — | $1,887 | 新建仓 |
| OKTA | OKTA INC | $1,889 | 0.00% | 24 | 24 | — | $1,889 | 新建仓 |
| APPF | APPFOLIO INC | $1,894 | 0.00% | 12 | 12 | — | $1,894 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,898 | 0.00% | 29 | 29 | — | $1,898 | 新建仓 |
| INGR | INGREDION INC | $1,915 | 0.00% | 17 | 17 | — | $1,915 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,921 | 0.00% | 60 | 60 | — | $1,921 | 新建仓 |
| SGOV | ISHARES TR | $1,927 | 0.00% | 19 | 18 | 1,800.0% | $1,826 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,929 | 0.00% | 24 | 24 | — | $1,929 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1,946 | 0.00% | 15 | 15 | — | $1,946 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $1,951 | 0.00% | 39 | 39 | — | $1,951 | 新建仓 |
| GAL | SSGA ACTIVE ETF TR | $1,954 | 0.00% | 39 | 39 | — | $1,954 | 新建仓 |
| EMLC | VANECK ETF TRUST | $1,955 | 0.00% | 78 | 78 | — | $1,955 | 新建仓 |
| IEX | IDEX CORP | $1,969 | 0.00% | 10 | 10 | — | $1,969 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,976 | 0.00% | 15 | 15 | — | $1,976 | 新建仓 |
| GSK | GSK PLC | $1,987 | 0.00% | 36 | -2,689 | -98.7% | -$14.84万 | 减仓 |
| WD | WALKER & DUNLOP INC | $1,997 | 0.00% | 45 | 45 | — | $1,997 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,999 | 0.00% | 80 | 80 | — | $1,999 | 新建仓 |
| TRU | TRANSUNION | $2,129 | 0.00% | 31 | 31 | — | $2,129 | 新建仓 |
| NWL | NEWELL BRANDS INC | $2,131 | 0.00% | 621 | 573 | 1,193.8% | $1,966 | 加仓 |
| GFF | GRIFFON CORP | $2,138 | 0.00% | 29 | 29 | — | $2,138 | 新建仓 |
| LEA | LEAR CORP | $2,179 | 0.00% | 18 | 18 | — | $2,179 | 新建仓 |
| CMS | CMS ENERGY CORP | $2,180 | 0.00% | 28 | 20 | 250.0% | $1,557 | 加仓 |
| NJR | NEW JERSEY RES CORP | $2,192 | 0.00% | 40 | 40 | — | $2,192 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $2,204 | 0.00% | 128 | 128 | — | $2,204 | 新建仓 |
| EME | EMCOR GROUP INC | $2,215 | 0.00% | 3 | 3 | — | $2,215 | 新建仓 |
| PHM | PULTE GROUP INC | $2,242 | 0.00% | 19 | -264 | -93.3% | -$3.12万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $2,247 | 0.00% | 61 | 61 | — | $2,247 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $2,253 | 0.00% | 150 | 150 | — | $2,253 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $2,322 | 0.00% | 84 | 84 | — | $2,322 | 新建仓 |
| ET | ENERGY TRANSFER L P | $2,341 | 0.00% | 121 | 121 | — | $2,341 | 新建仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $2,367 | 0.00% | 194 | 194 | — | $2,367 | 新建仓 |
| RACE | FERRARI N V | $2,369 | 0.00% | 7 | 7 | — | $2,369 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $2,393 | 0.00% | 53 | 53 | — | $2,393 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $2,408 | 0.00% | 116 | 116 | — | $2,408 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $2,442 | 0.00% | 25 | 19 | 316.7% | $1,856 | 加仓 |
| TTE | TOTALENERGIES SE | $2,456 | 0.00% | 27 | -3,743 | -99.3% | -$34.05万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,466 | 0.00% | 29 | 29 | — | $2,466 | 新建仓 |
| WDAY | WORKDAY INC | $2,468 | 0.00% | 19 | -202 | -91.4% | -$2.62万 | 减仓 |
| LMND | LEMONADE INC | $2,507 | 0.00% | 40 | 40 | — | $2,507 | 新建仓 |
| TWLO | TWILIO INC | $2,516 | 0.00% | 20 | 20 | — | $2,516 | 新建仓 |
| ADI | ANALOG DEVICES INC | $2,554 | 0.00% | 8 | -187 | -95.9% | -$5.97万 | 减仓 |
| LOW | LOWES COS INC | $2,599 | 0.00% | 11 | -1 | -8.3% | -$236 | 减仓 |
| ULTA | ULTA BEAUTY INC | $2,614 | 0.00% | 5 | 5 | — | $2,614 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,668 | 0.00% | 24 | 24 | — | $2,668 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $2,750 | 0.00% | 107 | -8,389 | -98.7% | -$21.56万 | 减仓 |
| BIIB | BIOGEN INC | $2,750 | 0.00% | 15 | 15 | — | $2,750 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $2,875 | 0.00% | 51 | 51 | — | $2,875 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,913 | 0.00% | 19 | -164 | -89.6% | -$2.51万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $3,105 | 0.00% | 18 | 18 | — | $3,105 | 新建仓 |
| GM | GENERAL MTRS CO | $3,135 | 0.00% | 42 | 42 | — | $3,135 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $3,139 | 0.00% | 867 | 867 | — | $3,139 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $3,150 | 0.00% | 17 | 17 | — | $3,150 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $3,244 | 0.00% | 113 | -446 | -79.8% | -$1.28万 | 减仓 |
| DOCU | DOCUSIGN INC | $3,271 | 0.00% | 69 | 69 | — | $3,271 | 新建仓 |
| AVY | AVERY DENNISON CORP | $3,281 | 0.00% | 19 | 19 | — | $3,281 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $3,285 | 0.00% | 57 | -1,224 | -95.6% | -$7.05万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $3,308 | 0.00% | 142 | 142 | — | $3,308 | 新建仓 |
| LIT | GLOBAL X FDS | $3,397 | 0.00% | 46 | 46 | — | $3,397 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $3,401 | 0.00% | 85 | 85 | — | $3,401 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $3,455 | 0.00% | 75 | -1,208 | -94.2% | -$5.56万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $3,466 | 0.00% | 29 | 29 | — | $3,466 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $3,483 | 0.00% | 59 | 59 | — | $3,483 | 新建仓 |
| EPR | EPR PPTYS | $3,497 | 0.00% | 70 | -317 | -81.9% | -$1.58万 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $3,499 | 0.00% | 377 | 377 | — | $3,499 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,518 | 0.00% | 43 | 43 | — | $3,518 | 新建仓 |
| EMB | ISHARES TR | $3,542 | 0.00% | 38 | -817 | -95.6% | -$7.62万 | 减仓 |
| OC | OWENS CORNING NEW | $3,571 | 0.00% | 33 | 33 | — | $3,571 | 新建仓 |
| LEN | LENNAR CORP | $3,575 | 0.00% | 41 | 41 | — | $3,575 | 新建仓 |
| NDAQ | NASDAQ INC | $3,577 | 0.00% | 42 | 42 | — | $3,577 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $3,607 | 0.00% | 107 | 107 | — | $3,607 | 新建仓 |
| PKG | PACKAGING CORP AMER | $3,608 | 0.00% | 17 | 17 | — | $3,608 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $3,639 | 0.00% | 5 | 5 | — | $3,639 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $3,671 | 0.00% | 148 | 148 | — | $3,671 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $3,718 | 0.00% | 62 | 46 | 287.5% | $2,759 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3,730 | 0.00% | 62 | 24 | 63.2% | $1,444 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,740 | 0.00% | 200 | 200 | — | $3,740 | 新建仓 |
| KR | KROGER CO | $3,773 | 0.00% | 52 | -404 | -88.6% | -$2.93万 | 减仓 |
| HEDJ | WISDOMTREE TR | $3,870 | 0.00% | 74 | 74 | — | $3,870 | 新建仓 |
| XPO | XPO INC | $3,891 | 0.00% | 20 | 20 | — | $3,891 | 新建仓 |
| FDX | FEDEX CORP | $3,918 | 0.00% | 11 | -23 | -67.6% | -$8,192 | 减仓 |
| BCE | BCE INC | $3,925 | 0.00% | 155 | 155 | — | $3,925 | 新建仓 |
| EMXC | ISHARES INC | $3,964 | 0.00% | 50 | 50 | — | $3,964 | 新建仓 |
| EAT | BRINKER INTL INC | $3,998 | 0.00% | 28 | 28 | — | $3,998 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $4,006 | 0.00% | 20 | 20 | — | $4,006 | 新建仓 |
| EBAY | EBAY INC. | $4,016 | 0.00% | 44 | 44 | — | $4,016 | 新建仓 |
| PJT | PJT PARTNERS INC | $4,052 | 0.00% | 29 | 29 | — | $4,052 | 新建仓 |
| HPQ | HP INC | $4,092 | 0.00% | 213 | -740 | -77.6% | -$1.42万 | 减仓 |
| UL | UNILEVER PLC | $4,102 | 0.00% | 72 | -1,327 | -94.9% | -$7.56万 | 减仓 |
| UNM | UNUM GROUP | $4,157 | 0.00% | 57 | 57 | — | $4,157 | 新建仓 |
| FISR | SSGA ACTIVE TR | $4,175 | 0.00% | 162 | 162 | — | $4,175 | 新建仓 |
| SYY | SYSCO CORP | $4,208 | 0.00% | 59 | -277 | -82.4% | -$1.98万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $4,224 | 0.00% | 38 | 38 | — | $4,224 | 新建仓 |
| KKR | KKR & CO INC | $4,357 | 0.00% | 47 | 47 | — | $4,357 | 新建仓 |