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 |
|---|---|---|---|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC | $2.55万 | 0.01% | 145 | -60 | -29.3% | -$1.05万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $2.55万 | 0.01% | 98 | 49 | 100.0% | $1.28万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2.63万 | 0.01% | 180 | 109 | 153.5% | $1.59万 | 重新持有 |
| SPAB | SPDR SERIES TRUST | $2.66万 | 0.01% | 1,041 | -29 | -2.7% | -$740 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.69万 | 0.01% | 796 | -1,083 | -57.6% | -$3.67万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2.74万 | 0.01% | 28 | -7 | -20.0% | -$6,847 | 重新持有 |
| — | COLLABORATIVE INVESTMNT SER | $2.77万 | 0.01% | 579 | 92 | 18.9% | $4,406 | 重新持有 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $2.81万 | 0.01% | 577 | -3,107 | -84.3% | -$15.11万 | 减仓 |
| TJX | TJX COS INC NEW | $2.82万 | 0.01% | 186 | 79 | 73.8% | $1.20万 | 加仓 |
| IQV | IQVIA HLDGS INC | $2.82万 | 0.01% | 146 | -49 | -25.1% | -$9,468 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $2.83万 | 0.01% | 33 | -312 | -90.4% | -$26.77万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2.87万 | 0.01% | 83 | 0 | 0.0% | — | 重新持有 |
| IEFA | ISHARES TR | $2.89万 | 0.01% | 299 | -117 | -28.1% | -$1.13万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $3.02万 | 0.01% | 209 | -244 | -53.9% | -$3.53万 | 重新持有 |
| LOW | LOWES COS INC | $3.03万 | 0.01% | 137 | 126 | 1,145.5% | $2.78万 | 加仓 |
| EXEL | EXELIXIS INC | $3.06万 | 0.01% | 562 | 518 | 1,177.3% | $2.82万 | 加仓 |
| SYSB | ISHARES TR | $3.07万 | 0.01% | 346 | -356 | -50.7% | -$3.15万 | 减仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $3.10万 | 0.01% | 1,025 | -273 | -21.0% | -$8,256 | 重新持有 |
| IJR | ISHARES TR | $3.11万 | 0.01% | 210 | -924 | -81.5% | -$13.67万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3.18万 | 0.01% | 532 | 519 | 3,992.3% | $3.10万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $3.19万 | 0.01% | 5,203 | 255 | 5.2% | $1,566 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $3.23万 | 0.01% | 174 | 36 | 26.1% | $6,675 | 重新持有 |
| SHV | ISHARES TR | $3.26万 | 0.01% | 295 | -3,085 | -91.3% | -$34.10万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3.28万 | 0.01% | 405 | -117 | -22.4% | -$9,478 | 重新持有 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $3.29万 | 0.01% | 193 | 193 | — | $3.29万 | 新建仓 |
| V | VISA INC | $3.30万 | 0.01% | 96 | -13,687 | -99.3% | -$470.08万 | 减仓 |
| DIS | DISNEY WALT CO | $3.34万 | 0.01% | 347 | 122 | 54.2% | $1.17万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $3.37万 | 0.01% | 193 | -1,428 | -88.1% | -$24.95万 | 减仓 |
| TLH | ISHARES TR | $3.47万 | 0.01% | 346 | 238 | 220.4% | $2.39万 | 重新持有 |
| RPRX | ROYALTY PHARMA PLC | $3.47万 | 0.01% | 619 | -153 | -19.8% | -$8,585 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $3.48万 | 0.01% | 104 | -1,253 | -92.3% | -$41.95万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $3.54万 | 0.01% | 317 | 58 | 22.4% | $6,484 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $3.72万 | 0.01% | 929 | -4,251 | -82.1% | -$17.01万 | 减仓 |
| IJH | ISHARES TR | $3.78万 | 0.01% | 491 | -605 | -55.2% | -$4.66万 | 减仓 |
| ES | EVERSOURCE ENERGY | $3.83万 | 0.01% | 530 | 397 | 298.5% | $2.87万 | 加仓 |
| LLY | ELI LILLY & CO | $3.84万 | 0.01% | 32 | -288 | -90.0% | -$34.58万 | 减仓 |
| WFC | WELLS FARGO & CO | $3.86万 | 0.01% | 468 | -511 | -52.2% | -$4.22万 | 减仓 |
| ZTS | ZOETIS INC | $3.88万 | 0.02% | 540 | 479 | 785.2% | $3.44万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $4.07万 | 0.02% | 1,729 | -7,417 | -81.1% | -$17.44万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $4.09万 | 0.02% | 328 | 304 | 1,266.7% | $3.79万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $4.16万 | 0.02% | 387 | 376 | 3,418.2% | $4.05万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $4.18万 | 0.02% | 1,567 | 1,525 | 3,631.0% | $4.07万 | 加仓 |
| WY | WEYERHAEUSER CO | $4.35万 | 0.02% | 1,816 | 0 | 0.0% | — | 重新持有 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4.35万 | 0.02% | 861 | -1,385 | -61.7% | -$7.00万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $4.35万 | 0.02% | 864 | -1,371 | -61.3% | -$6.91万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $4.41万 | 0.02% | 878 | 878 | — | $4.41万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $4.45万 | 0.02% | 1,030 | -30 | -2.8% | -$1,297 | 重新持有 |
| APH | AMPHENOL CORP | $4.57万 | 0.02% | 259 | 96 | 58.9% | $1.69万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.59万 | 0.02% | 79 | -203 | -72.0% | -$11.79万 | 减仓 |
| BG | BUNGE GLOBAL SA | $4.68万 | 0.02% | 439 | 439 | — | $4.68万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $4.73万 | 0.02% | 1,296 | 36 | 2.9% | $1,313 | 加仓 |
| ADBE | ADOBE INC | $4.76万 | 0.02% | 232 | 201 | 648.4% | $4.12万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $4.76万 | 0.02% | 406 | 2 | 0.5% | $234 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $4.84万 | 0.02% | 143 | 77 | 116.7% | $2.60万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $4.88万 | 0.02% | 1,156 | 3 | 0.3% | $127 | 重新持有 |
| VRSN | VERISIGN INC | $4.98万 | 0.02% | 198 | 55 | 38.5% | $1.38万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $4.99万 | 0.02% | 1,747 | 1,747 | — | $4.99万 | 新建仓 |
| SNA | SNAP ON INC | $5.05万 | 0.02% | 125 | 40 | 47.1% | $1.62万 | 加仓 |
| FTI | TECHNIPFMC PLC | $5.12万 | 0.02% | 772 | 772 | — | $5.12万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $5.13万 | 0.02% | 1,626 | 782 | 92.7% | $2.47万 | 加仓 |
| LIN | LINDE PLC | $5.15万 | 0.02% | 99 | 78 | 371.4% | $4.05万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $5.15万 | 0.02% | 299 | 89 | 42.4% | $1.53万 | 加仓 |
| CI | THE CIGNA GROUP | $5.18万 | 0.02% | 188 | 175 | 1,346.2% | $4.82万 | 重新持有 |
| IDEF | BLACKROCK ETF TRUST | $5.37万 | 0.02% | 1,691 | 1,691 | — | $5.37万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $5.42万 | 0.02% | 2,044 | -68,016 | -97.1% | -$180.24万 | 减仓 |
| INCY | INCYTE CORP | $5.49万 | 0.02% | 484 | 132 | 37.5% | $1.50万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $5.53万 | 0.02% | 950 | -809 | -46.0% | -$4.71万 | 减仓 |
| CNA | CNA FINL CORP | $5.55万 | 0.02% | 1,142 | -12,394 | -91.6% | -$60.24万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $5.56万 | 0.02% | 1,188 | 1,044 | 725.0% | $4.89万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $5.57万 | 0.02% | 351 | -452 | -56.3% | -$7.18万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5.73万 | 0.02% | 81 | -132 | -62.0% | -$9.33万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $5.74万 | 0.02% | 1,097 | -1,630 | -59.8% | -$8.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5.82万 | 0.02% | 78 | -131 | -62.7% | -$9.78万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $5.85万 | 0.02% | 1,430 | -21,947 | -93.9% | -$89.78万 | 减仓 |
| HPQ | HP INC | $6.05万 | 0.02% | 2,756 | 2,543 | 1,193.9% | $5.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6.07万 | 0.02% | 185 | -6,263 | -97.1% | -$205.56万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $6.11万 | 0.02% | 1,493 | -606 | -28.9% | -$2.48万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $6.12万 | 0.02% | 1,212 | 1,117 | 1,175.8% | $5.64万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $6.13万 | 0.02% | 1,325 | 1,250 | 1,666.7% | $5.79万 | 加仓 |
| GDX | VANECK ETF TRUST | $6.15万 | 0.02% | 815 | 664 | 439.7% | $5.01万 | 加仓 |
| HSY | HERSHEY CO | $6.26万 | 0.02% | 357 | 357 | — | $6.26万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $6.41万 | 0.02% | 699 | -2,111 | -75.1% | -$19.35万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $6.41万 | 0.02% | 311 | 311 | — | $6.41万 | 新建仓 |
| O | REALTY INCOME CORP | $6.47万 | 0.03% | 1,045 | 968 | 1,257.1% | $6.00万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $6.57万 | 0.03% | 768 | 589 | 329.1% | $5.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $6.58万 | 0.03% | 259 | -3,095 | -92.3% | -$78.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6.59万 | 0.03% | 152 | -5,285 | -97.2% | -$229.04万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $6.84万 | 0.03% | 256 | 27 | 11.8% | $7,213 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.91万 | 0.03% | 138 | 11 | 8.7% | $5,504 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $6.97万 | 0.03% | 318 | 318 | — | $6.97万 | 新建仓 |
| EFX | EQUIFAX INC | $7.00万 | 0.03% | 441 | 3 | 0.7% | $476 | 重新持有 |
| IYW | ISHARES TR | $7.03万 | 0.03% | 279 | 119 | 74.4% | $3.00万 | 加仓 |
| — | ELEVATION SERIES TRUST | $7.17万 | 0.03% | 2,971 | 2,543 | 594.2% | $6.14万 | 加仓 |
| META | META PLATFORMS INC | $7.29万 | 0.03% | 129 | -262 | -67.0% | -$14.80万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7.33万 | 0.03% | 215 | 98 | 83.8% | $3.34万 | 加仓 |
| XEL | XCEL ENERGY INC | $7.59万 | 0.03% | 945 | 275 | 41.0% | $2.21万 | 加仓 |
| ALL | ALLSTATE CORP | $7.59万 | 0.03% | 319 | 116 | 57.1% | $2.76万 | 加仓 |
| CWB | SPDR SERIES TRUST | $7.73万 | 0.03% | 717 | 460 | 179.0% | $4.96万 | 加仓 |
| GLDM | WORLD GOLD TR | $7.79万 | 0.03% | 981 | 512 | 109.2% | $4.07万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $7.87万 | 0.03% | 493 | 408 | 480.0% | $6.51万 | 加仓 |