13F 机构持仓

Lloyd Advisory Services, LLC.

SUWANEE GA · SEC CIK 0001802474

2026Q22026Q1 更早 9 个季度 🔒
$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
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

CAPITOL SER TR 16.5%
IWY 12.0%
SCNM 9.1%
IWX 7.7%
EFV 4.3%
IWS 4.1%
EFG 3.8%
IEMG 3.2%
VOO 2.6%
VTWO 2.1%

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
— TEUCRIUM COMMODITY TR $00.00%0 —— — 申报中断
FTA FIRST TR EXCHANGE-TRADED ALP $00.00%0 —— — 申报中断
DXYZ DESTINY TECH100 INC $00.00%0 —— — 申报中断
FTGS FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
VOX VANGUARD WORLD FD $00.00%0 -14-100.0% -$2,803 清仓
FVD FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
AFLG FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
LAC LITHIUM AMERS CORP NEW $00.00%0 -625-100.0% -$2,725 清仓
FTCB FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
SYM SYMBOTIC INC $00.00%0 —— — 申报中断
AOR ISHARES TR $00.00%0 —— — 申报中断
— PROSHARES TR $00.00%0 —— — 申报中断
QTEC FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
— ELEVATION SERIES TRUST $00.00%0 —— — 申报中断
NRG NRG ENERGY INC $00.00%0 —— — 申报中断
— COLLABORATIVE INVESTMNT SER $00.00%0 —— — 申报中断
— COLLABORATIVE INVESTMNT SER $00.00%0 —— — 申报中断
TFLO ISHARES TR $00.00%0 —— — 申报中断
PCAR PACCAR INC $00.00%0 -15-100.0% -$1,595 清仓
FEP FIRST TR EXCH TRD ALPHDX FD $00.00%0 —— — 申报中断
NET CLOUDFLARE INC $00.00%0 —— — 申报中断
FJP FIRST TR EXCH TRD ALPHDX FD $00.00%0 —— — 申报中断
FEM FIRST TR EXCH TRD ALPHDX FD $00.00%0 —— — 申报中断
CRSP CRISPR THERAPEUTICS AG $00.00%0 —— — 申报中断
KD KYNDRYL HLDGS INC $00.00%0 —— — 申报中断
STLA STELLANTIS N.V $00.00%0 -129-100.0% -$1,409 清仓
PATH UIPATH INC $00.00%0 —— — 申报中断
— ELEVATION SERIES TRUST $00.00%0 —— — 申报中断
VOT VANGUARD INDEX FDS $00.00%0 —— — 申报中断
STIP ISHARES TR $00.00%0 —— — 申报中断
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
FMF FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
UI UBIQUITI INC $00.00%0 -2-100.0% -$1,126 清仓
OGE OGE ENERGY CORP $00.00%0 —— — 申报中断
— COMERICA INC $00.00%0 -11-100.0% -$991 清仓
— ELEVATION SERIES TRUST $00.00%0 —— — 申报中断
OMC OMNICOM GROUP INC $00.00%0 —— — 申报中断
FTXO FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
NEM NEWMONT CORP $00.00%0 —— — 申报中断
— AIM ETF PRODUCTS TRUST $00.00%0 —— — 申报中断
NMAX NEWSMAX INC $00.00%0 —— — 申报中断
IVZ INVESCO LTD $00.00%0 —— — 申报中断
EDV VANGUARD WORLD FD $00.00%0 —— — 申报中断
CTVA CORTEVA INC $00.00%0 —— — 申报中断
WSO WATSCO INC $00.00%0 —— — 申报中断
FNF FIDELITY NATIONAL FINANCIAL $00.00%0 —— — 申报中断
F FORD MTR CO $00.00%0 —— — 申报中断
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 —— — 申报中断
LNT ALLIANT ENERGY CORP $00.00%0 —— — 申报中断
DTE DTE ENERGY CO $00.00%0 —— — 申报中断
FBT FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
GBIL GOLDMAN SACHS ETF TR $00.00%0 —— — 申报中断
DVN DEVON ENERGY CORP NEW $00.00%0 —— — 申报中断
FIIG FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
LYB LYONDELLBASELL INDUSTRIES N $00.00%0 —— — 申报中断
— AIM ETF PRODUCTS TRUST $00.00%0 —— — 申报中断
FXH FIRST TR EXCHANGE TRADED FD $00.00%0 —— — 申报中断
DFAI DIMENSIONAL ETF TRUST $00.00%0 —— — 申报中断
FAAR FIRST TR EXCHANGE TRAD FD VI $00.00%0 -7-100.0% -$190 清仓
IWL ISHARES TR $00.00%0 —— — 申报中断
FSIG FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
AOK ISHARES TR $00.00%0 —— — 申报中断
FLG FLAGSTAR BANK NATIONAL ASSOC $00.00%0 —— — 申报中断
— CAMBRIA ETF TR $00.00%0 —— — 申报中断
LGOV FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
PAYO PAYONEER GLOBAL INC $00.00%0 -15-100.0% -$84 清仓
SMDV PROSHARES TR $00.00%0 -1-100.0% -$66 清仓
PNW PINNACLE WEST CAP CORP $00.00%0 —— — 申报中断
— PROSHARES TR $00.00%0 —— — 申报中断
LMBS FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
BBY BEST BUY INC $00.00%0 0— -$15 清仓
— TWO HBRS INVT CORP $00.00%0 —— — 申报中断
EMLP FIRST TR EXCHANGE-TRADED FD $00.00%0 0— -$11 清仓
BLW BLACKROCK LTD DURATION INCOM $00.00%0 -1-100.0% -$8 清仓
CUZ COUSINS PPTYS INC $00.00%0 0— -$8 清仓
BTZ BLACKROCK CR ALLOCATION INCO $00.00%0 -1-100.0% -$7 清仓
JPC NUVEEN PFD & INCOME OPPORTUN $00.00%0 -1-100.0% -$5 清仓
— WESTERN ASSET HIGH INCOME OP $00.00%0 -1-100.0% -$2 清仓
— GRANITE PT MTG TR INC $00.00%0 —— — 申报中断
MMS MAXIMUS INC $00.00%0 0— — 清仓
PANL PANGAEA LOGISTICS SOLUTION L $00.00%0 0— — 清仓
SRPT SAREPTA THERAPEUTICS INC $00.00%0 0— — 清仓