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 |
|---|---|---|---|---|---|---|---|---|
| STM | STMICROELECTRONICS N V | $7,514 | 0.00% | 100 | -200 | -66.7% | -$1.50万 | 重新持有 |
| IVT | INVENTRUST PPTYS CORP | $7,611 | 0.00% | 215 | -3,167 | -93.6% | -$11.21万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $7,651 | 0.00% | 239 | 183 | 326.8% | $5,858 | 重新持有 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $7,656 | 0.00% | 82 | -189 | -69.7% | -$1.76万 | 减仓 |
| ILCG | ISHARES TR | $7,767 | 0.00% | 66 | -777 | -92.2% | -$9.14万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $7,882 | 0.00% | 203 | 163 | 407.5% | $6,329 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $7,886 | 0.00% | 181 | -4,732 | -96.3% | -$20.62万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $8,030 | 0.00% | 104 | 104 | — | $8,030 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $8,181 | 0.00% | 105 | -186 | -63.9% | -$1.45万 | 减仓 |
| SHOP | SHOPIFY INC | $8,335 | 0.00% | 73 | -87 | -54.4% | -$9,933 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $8,371 | 0.00% | 223 | -1,734 | -88.6% | -$6.51万 | 减仓 |
| MTB | M & T BK CORP | $8,431 | 0.00% | 35 | -17 | -32.7% | -$4,095 | 减仓 |
| COR | CENCORA INC | $8,514 | 0.00% | 30 | 8 | 36.4% | $2,270 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $8,534 | 0.00% | 54 | -31 | -36.5% | -$4,899 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $8,548 | 0.00% | 657 | -505 | -43.5% | -$6,570 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $8,578 | 0.00% | 91 | 49 | 116.7% | $4,619 | 重新持有 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $9,038 | 0.00% | 27 | 18 | 200.0% | $6,025 | 重新持有 |
| TTC | TORO CO | $9,157 | 0.00% | 94 | 94 | — | $9,157 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $9,332 | 0.00% | 345 | 345 | — | $9,332 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $9,417 | 0.00% | 10 | -1,154 | -99.1% | -$108.67万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $9,447 | 0.00% | 21 | -62 | -74.7% | -$2.79万 | 重新持有 |
| ADSK | AUTODESK INC | $9,527 | 0.00% | 49 | -27 | -35.5% | -$5,250 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $9,664 | 0.00% | 100 | 64 | 177.8% | $6,185 | 重新持有 |
| IAU | ISHARES GOLD TR | $9,665 | 0.00% | 128 | -364 | -74.0% | -$2.75万 | 减仓 |
| BAC | BANK OF AMER CORP | $9,686 | 0.00% | 170 | -132 | -43.7% | -$7,521 | 减仓 |
| WMB | WILLIAMS COS INC | $9,724 | 0.00% | 131 | -3,394 | -96.3% | -$25.19万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $9,890 | 0.00% | 267 | 182 | 214.1% | $6,741 | 重新持有 |
| WRB | BERKLEY W R CORP | $9,945 | 0.00% | 141 | 141 | — | $9,945 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $1.01万 | 0.00% | 346 | -21,284 | -98.4% | -$62.22万 | 减仓 |
| KHC | KRAFT HEINZ CO | $1.04万 | 0.00% | 440 | 0 | 0.0% | — | 重新持有 |
| OEF | ISHARES TR | $1.05万 | 0.00% | 29 | -2,446 | -98.8% | -$88.33万 | 重新持有 |
| — | AIM ETF PRODUCTS TRUST | $1.06万 | 0.00% | 313 | -475 | -60.3% | -$1.61万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $1.09万 | 0.00% | 234 | 122 | 108.9% | $5,683 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1.16万 | 0.00% | 101 | 65 | 180.6% | $7,465 | 重新持有 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.18万 | 0.00% | 92 | 92 | — | $1.18万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.18万 | 0.00% | 44 | -3,464 | -98.7% | -$92.76万 | 减仓 |
| D | DOMINION ENERGY INC | $1.20万 | 0.00% | 176 | 25 | 16.6% | $1,709 | 重新持有 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $1.22万 | 0.00% | 281 | 211 | 301.4% | $9,166 | 重新持有 |
| MCD | MCDONALDS CORP | $1.25万 | 0.00% | 46 | -10 | -17.9% | -$2,713 | 减仓 |
| IDXX | IDEXX LABS INC | $1.26万 | 0.00% | 24 | -47 | -66.2% | -$2.47万 | 重新持有 |
| LVHI | LEGG MASON ETF INVT | $1.27万 | 0.00% | 313 | -826 | -72.5% | -$3.35万 | 重新持有 |
| SOLV | SOLVENTUM CORP | $1.27万 | 0.00% | 165 | 0 | 0.0% | — | 重新持有 |
| NI | NISOURCE INC | $1.32万 | 0.01% | 277 | -14,317 | -98.1% | -$68.02万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.34万 | 0.01% | 98 | 64 | 188.2% | $8,765 | 加仓 |
| BP | BP PLC | $1.35万 | 0.01% | 366 | -4,565 | -92.6% | -$16.88万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.37万 | 0.01% | 100 | -302 | -75.1% | -$4.15万 | 减仓 |
| IQLT | ISHARES TR | $1.41万 | 0.01% | 285 | -128 | -31.0% | -$6,341 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.42万 | 0.01% | 332 | 312 | 1,560.0% | $1.33万 | 加仓 |
| BX | BLACKSTONE INC | $1.48万 | 0.01% | 126 | 32 | 34.0% | $3,755 | 加仓 |
| AGG | ISHARES TR | $1.50万 | 0.01% | 152 | -9,977 | -98.5% | -$98.75万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.51万 | 0.01% | 614 | 501 | 443.4% | $1.23万 | 加仓 |
| EIX | EDISON INTL | $1.53万 | 0.01% | 206 | -4,159 | -95.3% | -$30.96万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.54万 | 0.01% | 213 | 55 | 34.8% | $3,969 | 加仓 |
| USMV | ISHARES TR | $1.56万 | 0.01% | 162 | -587 | -78.4% | -$5.66万 | 减仓 |
| IWM | ISHARES TR | $1.56万 | 0.01% | 52 | -89 | -63.1% | -$2.67万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1.57万 | 0.01% | 138 | -803 | -85.3% | -$9.15万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1.57万 | 0.01% | 357 | -7,557 | -95.5% | -$33.28万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.58万 | 0.01% | 39 | 14 | 56.0% | $5,685 | 加仓 |
| ASML | ASML HLDG NV | $1.60万 | 0.01% | 8 | -18 | -69.2% | -$3.61万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $1.64万 | 0.01% | 675 | 205 | 43.6% | $4,970 | 加仓 |
| BUG | GLOBAL X FDS | $1.66万 | 0.01% | 435 | 0 | 0.0% | — | 重新持有 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $1.70万 | 0.01% | 899 | 891 | 11,137.5% | $1.68万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $1.70万 | 0.01% | 57 | -183 | -76.2% | -$5.47万 | 减仓 |
| BLK | BLACKROCK INC | $1.73万 | 0.01% | 18 | 0 | 0.0% | — | 重新持有 |
| — | AIM ETF PRODUCTS TRUST | $1.73万 | 0.01% | 486 | -20 | -4.0% | -$712 | 重新持有 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1.76万 | 0.01% | 155 | 2 | 1.3% | $227 | 重新持有 |
| GOOG | ALPHABET INC | $1.81万 | 0.01% | 51 | -761 | -93.7% | -$27.04万 | 减仓 |
| SJM | SMUCKER J M CO | $1.86万 | 0.01% | 165 | -5,679 | -97.2% | -$63.89万 | 减仓 |
| STIP | ISHARES TR | $1.89万 | 0.01% | 185 | 174 | 1,581.8% | $1.78万 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $1.90万 | 0.01% | 65 | 57 | 712.5% | $1.66万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1.91万 | 0.01% | 768 | 768 | — | $1.91万 | 新建仓 |
| TPR | TAPESTRY INC | $1.92万 | 0.01% | 131 | -52 | -28.4% | -$7,620 | 重新持有 |
| NOW | SERVICENOW INC | $1.94万 | 0.01% | 195 | 187 | 2,337.5% | $1.86万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.95万 | 0.01% | 67 | 11 | 19.6% | $3,197 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.98万 | 0.01% | 105 | 37 | 54.4% | $6,991 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.99万 | 0.01% | 324 | -2,450 | -88.3% | -$15.01万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2.00万 | 0.01% | 402 | 402 | — | $2.00万 | 新建仓 |
| TLS | TELOS CORP MD | $2.04万 | 0.01% | 4,428 | 0 | 0.0% | — | 重新持有 |
| PG | PROCTER & GAMBLE CO | $2.05万 | 0.01% | 140 | -486 | -77.6% | -$7.13万 | 减仓 |
| NKE | NIKE INC | $2.06万 | 0.01% | 503 | 487 | 3,043.8% | $2.00万 | 加仓 |
| — | ELEVATION SERIES TRUST | $2.07万 | 0.01% | 478 | -4,154 | -89.7% | -$17.95万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $2.07万 | 0.01% | 320 | 49 | 18.1% | $3,175 | 加仓 |
| — | ELEVATION SERIES TRUST | $2.09万 | 0.01% | 509 | -4,762 | -90.3% | -$19.52万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2.09万 | 0.01% | 217 | -271 | -55.5% | -$2.61万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $2.12万 | 0.01% | 69 | 65 | 1,625.0% | $2.00万 | 重新持有 |
| QSR | RESTAURANT BRANDS INTL INC | $2.13万 | 0.01% | 294 | -70 | -19.2% | -$5,076 | 重新持有 |
| SDSI | AMERICAN CENTY ETF TR | $2.15万 | 0.01% | 418 | 418 | — | $2.15万 | 新建仓 |
| URI | UNITED RENTALS INC | $2.27万 | 0.01% | 20 | 12 | 150.0% | $1.36万 | 加仓 |
| MCK | MCKESSON CORP | $2.27万 | 0.01% | 30 | -16 | -34.8% | -$1.21万 | 减仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $2.33万 | 0.01% | 464 | 0 | 0.0% | — | 重新持有 |
| IDV | ISHARES TR | $2.33万 | 0.01% | 563 | 17 | 3.1% | $704 | 重新持有 |
| SYY | SYSCO CORP | $2.36万 | 0.01% | 282 | 223 | 378.0% | $1.86万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $2.36万 | 0.01% | 2,084 | 70 | 3.5% | $792 | 重新持有 |
| NFLX | NETFLIX INC. | $2.42万 | 0.01% | 339 | -625 | -64.8% | -$4.46万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $2.46万 | 0.01% | 870 | -7 | -0.8% | -$198 | 重新持有 |
| PHM | PULTE GROUP INC | $2.47万 | 0.01% | 180 | 161 | 847.4% | $2.21万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.47万 | 0.01% | 284 | -226 | -44.3% | -$1.97万 | 重新持有 |
| — | AIM ETF PRODUCTS TRUST | $2.49万 | 0.01% | 693 | -28,422 | -97.6% | -$101.95万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $2.50万 | 0.01% | 607 | -18 | -2.9% | -$741 | 重新持有 |
| SLB | SLB LIMITED | $2.52万 | 0.01% | 542 | 541 | 54,100.0% | $2.52万 | 加仓 |