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 |
|---|---|---|---|---|---|---|---|---|
| WCMI | FIRST TR EXCHANGE-TRADED FD | $10.72万 | 0.03% | 6,395 | 6,395 | — | $10.72万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $10.30万 | 0.03% | 3,382 | 3,167 | 1,473.0% | $9.65万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $10.29万 | 0.03% | 1,759 | -3,830 | -68.5% | -$22.42万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $10.20万 | 0.03% | 2,235 | 2,235 | — | $10.20万 | 新建仓 |
| CAT | CATERPILLAR INC | $9.67万 | 0.03% | 137 | 137 | — | $9.67万 | 新建仓 |
| LTPZ | PIMCO ETF TR | $9.63万 | 0.03% | 1,888 | -48,406 | -96.2% | -$247.00万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $9.37万 | 0.03% | 2,044 | 1,683 | 466.2% | $7.72万 | 加仓 |
| — | ELEVATION SERIES TRUST | $9.30万 | 0.03% | 2,262 | -35,692 | -94.0% | -$146.70万 | 减仓 |
| NFLX | NETFLIX INC. | $9.27万 | 0.03% | 964 | 664 | 221.3% | $6.38万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $9.16万 | 0.03% | 328 | 328 | — | $9.16万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $9.05万 | 0.03% | 626 | 626 | — | $9.05万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $9.01万 | 0.03% | 2,345 | 166 | 7.6% | $6,378 | 加仓 |
| CSX | CSX CORP | $8.88万 | 0.03% | 2,163 | 2,163 | — | $8.88万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $8.88万 | 0.03% | 1,120 | 1,120 | — | $8.88万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $8.71万 | 0.02% | 2,016 | 2,016 | — | $8.71万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $8.48万 | 0.02% | 941 | 941 | — | $8.48万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $8.29万 | 0.02% | 2,099 | 1,715 | 446.6% | $6.77万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $8.22万 | 0.02% | 3,320 | -18,190 | -84.6% | -$45.02万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $8.17万 | 0.02% | 1,054 | -6,649 | -86.3% | -$51.57万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8.14万 | 0.02% | 82 | -44 | -34.9% | -$4.37万 | 减仓 |
| PULS | PGIM ETF TR | $8.06万 | 0.02% | 1,629 | 1,629 | — | $8.06万 | 新建仓 |
| DGRO | ISHARES TR | $8.02万 | 0.02% | 1,143 | 1,134 | 12,600.0% | $7.96万 | 加仓 |
| MTUM | ISHARES TR | $8.02万 | 0.02% | 334 | -1,543 | -82.2% | -$37.05万 | 减仓 |
| — | ELEVATION SERIES TRUST | $8.02万 | 0.02% | 3,325 | 3,325 | — | $8.02万 | 新建仓 |
| — | PIMCO ETF TR | $8.01万 | 0.02% | 1,701 | 1,701 | — | $8.01万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $7.99万 | 0.02% | 3,117 | -57,656 | -94.9% | -$147.85万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $7.92万 | 0.02% | 2,227 | -28,248 | -92.7% | -$100.42万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $7.82万 | 0.02% | 1,770 | -32,506 | -94.8% | -$143.63万 | 减仓 |
| WFC | WELLS FARGO & CO | $7.79万 | 0.02% | 979 | 433 | 79.3% | $3.45万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $7.69万 | 0.02% | 1,360 | 1,360 | — | $7.69万 | 新建仓 |
| MINT | PIMCO ETF TR | $7.58万 | 0.02% | 754 | -4,447 | -85.5% | -$44.72万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $7.55万 | 0.02% | 2,100 | 2,100 | — | $7.55万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $7.43万 | 0.02% | 962 | 962 | — | $7.43万 | 新建仓 |
| IJH | ISHARES TR | $7.40万 | 0.02% | 1,096 | 1,096 | — | $7.40万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $7.29万 | 0.02% | 1,122 | 1,122 | — | $7.29万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $7.12万 | 0.02% | 3,489 | 3,489 | — | $7.12万 | 新建仓 |
| USMV | ISHARES TR | $6.95万 | 0.02% | 749 | -1,188 | -61.3% | -$11.02万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $6.86万 | 0.02% | 1,885 | -45,760 | -96.0% | -$166.44万 | 减仓 |
| USIG | ISHARES TR | $6.83万 | 0.02% | 1,333 | 1,276 | 2,238.6% | $6.54万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $6.72万 | 0.02% | 1,957 | -24,754 | -92.7% | -$85.03万 | 减仓 |
| — | BLACKROCK ETF TRUST | $6.57万 | 0.02% | 2,406 | 2,406 | — | $6.57万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $6.51万 | 0.02% | 1,586 | 1,586 | — | $6.51万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $6.43万 | 0.02% | 1,630 | -38,793 | -96.0% | -$153.09万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $6.31万 | 0.02% | 874 | -4,858 | -84.8% | -$35.08万 | 减仓 |
| SYSB | ISHARES TR | $6.25万 | 0.02% | 702 | 476 | 210.6% | $4.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.09万 | 0.02% | 127 | -70 | -35.5% | -$3.35万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6.05万 | 0.02% | 315 | 315 | — | $6.05万 | 新建仓 |
| EFA | ISHARES TR | $6.03万 | 0.02% | 621 | 621 | — | $6.03万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $5.99万 | 0.02% | 284 | 284 | — | $5.99万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $5.96万 | 0.02% | 819 | 805 | 5,750.0% | $5.85万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5.86万 | 0.02% | 796 | 796 | — | $5.86万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $5.80万 | 0.02% | 1,447 | -185 | -11.3% | -$7,421 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $5.78万 | 0.02% | 4,399 | -126,186 | -96.6% | -$165.70万 | 减仓 |
| PEP | PEPSICO INC | $5.75万 | 0.02% | 371 | -799 | -68.3% | -$12.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.74万 | 0.02% | 282 | -20 | -6.6% | -$4,069 | 减仓 |
| TGT | TARGET CORP | $5.72万 | 0.02% | 472 | 472 | — | $5.72万 | 新建仓 |
| IGEB | ISHARES TR | $5.69万 | 0.02% | 1,263 | 1,263 | — | $5.69万 | 新建仓 |
| ZROZ | PIMCO ETF TR | $5.67万 | 0.02% | 887 | -4,295 | -82.9% | -$27.48万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $5.64万 | 0.02% | 696 | 687 | 7,633.3% | $5.56万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $5.60万 | 0.02% | 82 | 82 | — | $5.60万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5.55万 | 0.02% | 191 | 91 | 91.0% | $2.64万 | 加仓 |
| — | LEGGETT & PLATT INC | $5.54万 | 0.02% | 5,607 | 5,607 | — | $5.54万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $5.50万 | 0.02% | 518 | 518 | — | $5.50万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.47万 | 0.02% | 1,879 | -14 | -0.7% | -$408 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $5.44万 | 0.02% | 2,301 | 2,281 | 11,405.0% | $5.39万 | 加仓 |
| EEM | ISHARES TR | $5.38万 | 0.02% | 947 | 947 | — | $5.38万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $5.36万 | 0.02% | 1,220 | 1,220 | — | $5.36万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $5.33万 | 0.02% | 552 | -610 | -52.5% | -$5.89万 | 减仓 |
| XEL | XCEL ENERGY INC | $5.33万 | 0.02% | 670 | -2,149 | -76.2% | -$17.08万 | 减仓 |
| NVO | NOVO-NORDISK A S | $5.30万 | 0.02% | 1,441 | 1,441 | — | $5.30万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5.27万 | 0.02% | 402 | -487 | -54.8% | -$6.38万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $5.03万 | 0.01% | 4,021 | 3,677 | 1,068.9% | $4.60万 | 加仓 |
| ARKQ | ARK ETF TR | $5.01万 | 0.01% | 445 | 445 | — | $5.01万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $5.00万 | 0.01% | 1,358 | 1,358 | — | $5.00万 | 新建仓 |
| WELL | WELLTOWER INC | $4.90万 | 0.01% | 248 | 248 | — | $4.90万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $4.86万 | 0.01% | 638 | 638 | — | $4.86万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $4.81万 | 0.01% | 69 | 44 | 176.0% | $3.07万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $4.77万 | 0.01% | 2,686 | 2,686 | — | $4.77万 | 新建仓 |
| ARTY | ISHARES TR | $4.74万 | 0.01% | 1,019 | 916 | 889.3% | $4.26万 | 加仓 |
| APP | APPLOVIN CORP | $4.70万 | 0.01% | 118 | 16 | 15.7% | $6,368 | 加仓 |
| TXN | TEXAS INSTRS INC | $4.67万 | 0.01% | 240 | -295 | -55.1% | -$5.73万 | 减仓 |
| ITB | ISHARES TR | $4.54万 | 0.01% | 501 | 501 | — | $4.54万 | 新建仓 |
| — | EA SERIES TRUST | $4.46万 | 0.01% | 619 | 619 | — | $4.46万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $4.38万 | 0.01% | 391 | 335 | 598.2% | $3.76万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4.37万 | 0.01% | 931 | 931 | — | $4.37万 | 新建仓 |
| GLDM | WORLD GOLD TR | $4.35万 | 0.01% | 469 | -22,571 | -98.0% | -$209.21万 | 减仓 |
| IAU | ISHARES GOLD TR | $4.34万 | 0.01% | 492 | 384 | 355.6% | $3.39万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $4.33万 | 0.01% | 488 | 488 | — | $4.33万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $4.24万 | 0.01% | 1,260 | -1,794 | -58.7% | -$6.03万 | 减仓 |
| ALL | ALLSTATE CORP | $4.21万 | 0.01% | 203 | 93 | 84.5% | $1.93万 | 加仓 |
| IMCG | ISHARES TR | $4.18万 | 0.01% | 531 | -18,653 | -97.2% | -$146.88万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $4.16万 | 0.01% | 516 | -2,665 | -83.8% | -$21.49万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $4.10万 | 0.01% | 334 | 327 | 4,671.4% | $4.01万 | 加仓 |
| MCK | MCKESSON CORP | $4.02万 | 0.01% | 46 | -1,359 | -96.7% | -$118.77万 | 减仓 |
| IWF | ISHARES TR | $3.93万 | 0.01% | 92 | -466 | -83.5% | -$19.89万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3.89万 | 0.01% | 518 | 518 | — | $3.89万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $3.88万 | 0.01% | 210 | -72 | -25.5% | -$1.33万 | 减仓 |
| NUBD | NUSHARES ETF TR | $3.88万 | 0.01% | 1,748 | 1,748 | — | $3.88万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $3.86万 | 0.01% | 229 | 18 | 8.5% | $3,037 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $3.79万 | 0.01% | 494 | -2,629 | -84.2% | -$20.15万 | 减仓 |