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 |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | $3.78万 | 0.01% | 746 | 730 | 4,562.5% | $3.70万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3.77万 | 0.01% | 834 | 834 | — | $3.77万 | 新建仓 |
| IEFA | ISHARES TR | $3.77万 | 0.01% | 416 | 127 | 43.9% | $1.15万 | 加仓 |
| BOTZ | GLOBAL X FDS | $3.64万 | 0.01% | 1,095 | 1,095 | — | $3.64万 | 新建仓 |
| COWZ | PACER FDS TR | $3.62万 | 0.01% | 578 | 578 | — | $3.62万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $3.58万 | 0.01% | 341 | -2,013 | -85.5% | -$21.12万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $3.57万 | 0.01% | 3,109 | 3,109 | — | $3.57万 | 新建仓 |
| SBUX | STARBUCKS CORP | $3.55万 | 0.01% | 396 | 396 | — | $3.55万 | 新建仓 |
| VRSN | VERISIGN INC | $3.55万 | 0.01% | 143 | 45 | 45.9% | $1.12万 | 加仓 |
| OII | OCEANEERING INTL INC | $3.55万 | 0.01% | 1,000 | 1,000 | — | $3.55万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $3.54万 | 0.01% | 733 | 733 | — | $3.54万 | 新建仓 |
| FTNT | FORTINET INC | $3.52万 | 0.01% | 431 | 278 | 181.7% | $2.27万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $3.50万 | 0.01% | 928 | -731 | -44.1% | -$2.76万 | 减仓 |
| IWM | ISHARES TR | $3.50万 | 0.01% | 141 | 141 | — | $3.50万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $3.48万 | 0.01% | 369 | 369 | — | $3.48万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $3.46万 | 0.01% | 12,016 | 12,016 | — | $3.46万 | 新建仓 |
| IXUS | ISHARES TR | $3.46万 | 0.01% | 399 | 399 | — | $3.46万 | 新建仓 |
| NULG | NUSHARES ETF TR | $3.44万 | 0.01% | 378 | 378 | — | $3.44万 | 新建仓 |
| FSK | FS KKR CAP CORP | $3.42万 | 0.01% | 3,358 | 3,358 | — | $3.42万 | 新建仓 |
| ASML | ASML HLDG NV | $3.41万 | 0.01% | 26 | 5 | 23.8% | $6,563 | 加仓 |
| COMT | ISHARES U S ETF TR | $3.40万 | 0.01% | 1,006 | 950 | 1,696.4% | $3.21万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.38万 | 0.01% | 123 | 123 | — | $3.38万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $3.36万 | 0.01% | 1,084 | 1,084 | — | $3.36万 | 新建仓 |
| INCY | INCYTE CORP | $3.31万 | 0.01% | 352 | -396 | -52.9% | -$3.73万 | 减仓 |
| MRK | MERCK & CO INC | $3.28万 | 0.01% | 272 | -684 | -71.5% | -$8.24万 | 减仓 |
| — | BLACKROCK ETF TRUST | $3.24万 | 0.01% | 1,130 | 1,130 | — | $3.24万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $3.15万 | 0.01% | 398 | -4,630 | -92.1% | -$36.60万 | 减仓 |
| SNA | SNAP ON INC | $3.10万 | 0.01% | 85 | 84 | 8,400.0% | $3.07万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $3.06万 | 0.01% | 611 | 611 | — | $3.06万 | 新建仓 |
| — | ISHARES U S ETF TR | $3.06万 | 0.01% | 1,013 | 1,013 | — | $3.06万 | 新建仓 |
| SLV | ISHARES SILVER TR | $3.05万 | 0.01% | 448 | -4,207 | -90.4% | -$28.67万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3.02万 | 0.01% | 602 | -5,442 | -90.0% | -$27.33万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $3.01万 | 0.01% | 182 | -782 | -81.1% | -$12.93万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3.00万 | 0.01% | 114 | 16 | 16.3% | $4,209 | 加仓 |
| — | ELEVATION SERIES TRUST | $2.99万 | 0.01% | 3,804 | -10,936 | -74.2% | -$8.58万 | 减仓 |
| RING | ISHARES INC | $2.96万 | 0.01% | 375 | 375 | — | $2.96万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $2.95万 | 0.01% | 793 | 793 | — | $2.95万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2.93万 | 0.01% | 624 | 558 | 845.5% | $2.62万 | 加仓 |
| IYW | ISHARES TR | $2.90万 | 0.01% | 160 | -119 | -42.7% | -$2.16万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $2.85万 | 0.01% | 1,271 | 1,271 | — | $2.85万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $2.81万 | 0.01% | 281 | -1,046 | -78.8% | -$10.46万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.80万 | 0.01% | 118 | 118 | — | $2.80万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.79万 | 0.01% | 454 | -500 | -52.4% | -$3.07万 | 减仓 |
| NULV | NUSHARES ETF TR | $2.77万 | 0.01% | 608 | 608 | — | $2.77万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $2.74万 | 0.01% | 1,070 | 1,070 | — | $2.74万 | 新建仓 |
| CASS | CASS INFORMATION SYS INC | $2.73万 | 0.01% | 620 | 620 | — | $2.73万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.73万 | 0.01% | 46 | 43 | 1,433.3% | $2.55万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $2.73万 | 0.01% | 547 | 547 | — | $2.73万 | 新建仓 |
| ITOT | ISHARES TR | $2.66万 | 0.01% | 187 | -361 | -65.9% | -$5.14万 | 减仓 |
| GLD | SPDR GOLD TR | $2.62万 | 0.01% | 61 | -546 | -90.0% | -$23.49万 | 减仓 |
| CRM | SALESFORCE INC | $2.62万 | 0.01% | 140 | 140 | — | $2.62万 | 新建仓 |
| IGIB | ISHARES TR | $2.59万 | 0.01% | 487 | 487 | — | $2.59万 | 新建仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $2.59万 | 0.01% | 915 | -878 | -49.0% | -$2.48万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $2.58万 | 0.01% | 654 | -6,954 | -91.4% | -$27.45万 | 减仓 |
| IEI | ISHARES TR | $2.58万 | 0.01% | 218 | 216 | 10,800.0% | $2.56万 | 加仓 |
| WTAI | WISDOMTREE TR | $2.58万 | 0.01% | 913 | 913 | — | $2.58万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $2.55万 | 0.01% | 51 | 45 | 750.0% | $2.25万 | 加仓 |
| SON | SONOCO PRODS CO | $2.52万 | 0.01% | 466 | 458 | 5,725.0% | $2.48万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2.51万 | 0.01% | 271 | 239 | 746.9% | $2.21万 | 加仓 |
| IXC | ISHARES TR | $2.50万 | 0.01% | 434 | 390 | 886.4% | $2.25万 | 加仓 |
| LDUR | PIMCO ETF TR | $2.49万 | 0.01% | 260 | -3,038 | -92.1% | -$29.11万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2.48万 | 0.01% | 125 | 54 | 76.1% | $1.07万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $2.47万 | 0.01% | 788 | 334 | 73.6% | $1.05万 | 加仓 |
| — | RBB FD INC | $2.47万 | 0.01% | 874 | 874 | — | $2.47万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $2.45万 | 0.01% | 844 | -10,682 | -92.7% | -$30.98万 | 减仓 |
| NUDM | NUSHARES ETF TR | $2.45万 | 0.01% | 677 | 677 | — | $2.45万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $2.40万 | 0.01% | 684 | 684 | — | $2.40万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $2.40万 | 0.01% | 88 | 88 | — | $2.40万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $2.39万 | 0.01% | 741 | 741 | — | $2.39万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $2.35万 | 0.01% | 257 | 154 | 149.5% | $1.41万 | 加仓 |
| ORCL | ORACLE CORP | $2.33万 | 0.01% | 158 | -380 | -70.6% | -$5.59万 | 减仓 |
| — | ELEVATION SERIES TRUST | $2.29万 | 0.01% | 950 | -406,975 | -99.8% | -$981.88万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2.28万 | 0.01% | 291 | -1,634 | -84.9% | -$12.82万 | 减仓 |
| COP | CONOCOPHILLIPS | $2.28万 | 0.01% | 173 | 173 | — | $2.28万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2.22万 | 0.01% | 259 | -216 | -45.5% | -$1.85万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.21万 | 0.01% | 163 | 163 | — | $2.21万 | 新建仓 |
| TMSL | T ROWE PRICE ETF INC | $2.20万 | 0.01% | 601 | -1,837 | -75.3% | -$6.74万 | 减仓 |
| DIS | DISNEY WALT CO | $2.17万 | 0.01% | 225 | -243 | -51.9% | -$2.34万 | 减仓 |
| PYLD | PIMCO ETF TR | $2.16万 | 0.01% | 826 | -26,283 | -97.0% | -$68.86万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $2.12万 | 0.01% | 633 | -245 | -27.9% | -$8,203 | 减仓 |
| APH | AMPHENOL CORP | $2.06万 | 0.01% | 163 | -49 | -23.1% | -$6,204 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2.03万 | 0.01% | 109 | -10 | -8.4% | -$1,863 | 减仓 |
| SUB | ISHARES TR | $2.02万 | 0.01% | 189 | 189 | — | $2.02万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $2.01万 | 0.01% | 365 | 365 | — | $2.01万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $2.00万 | 0.01% | 66 | -117 | -63.9% | -$3.55万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1.99万 | 0.01% | 399 | 399 | — | $1.99万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $1.97万 | 0.01% | 42 | 42 | — | $1.97万 | 新建仓 |
| IETC | ISHARES U S ETF TR | $1.96万 | 0.01% | 222 | 178 | 404.5% | $1.57万 | 加仓 |
| — | VANECK ETF TRUST | $1.96万 | 0.01% | 526 | 526 | — | $1.96万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.95万 | 0.01% | 311 | 311 | — | $1.95万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.94万 | 0.01% | 56 | -45 | -44.6% | -$1.56万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $1.93万 | 0.01% | 1,162 | 534 | 85.0% | $8,871 | 加仓 |
| MS | MORGAN STANLEY | $1.91万 | 0.01% | 116 | 116 | — | $1.91万 | 新建仓 |
| IQLT | ISHARES TR | $1.91万 | 0.01% | 413 | -563 | -57.7% | -$2.60万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $1.90万 | 0.01% | 441 | 441 | — | $1.90万 | 新建仓 |
| SHOP | SHOPIFY INC | $1.90万 | 0.01% | 160 | -32 | -16.7% | -$3,796 | 减仓 |
| PFE | PFIZER INC | $1.88万 | 0.01% | 671 | -7,930 | -92.2% | -$22.27万 | 减仓 |
| IHAK | ISHARES TR | $1.88万 | 0.01% | 431 | 431 | — | $1.88万 | 新建仓 |
| TMUS | T-MOBILE US INC | $1.88万 | 0.01% | 89 | -13 | -12.7% | -$2,744 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.88万 | 0.01% | 117 | 117 | — | $1.88万 | 新建仓 |