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 |
|---|---|---|---|---|---|---|---|---|
| XSD | SPDR SERIES TRUST | $1.85万 | 0.01% | 57 | 57 | — | $1.85万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $1.84万 | 0.01% | 444 | -4,246 | -90.5% | -$17.62万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.84万 | 0.01% | 54 | 54 | — | $1.84万 | 新建仓 |
| ADSK | AUTODESK INC | $1.82万 | 0.01% | 76 | 76 | — | $1.82万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1.82万 | 0.01% | 64 | 64 | — | $1.82万 | 新建仓 |
| XYL | XYLEM INC | $1.80万 | 0.01% | 150 | 150 | — | $1.80万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1.80万 | 0.01% | 207 | 207 | — | $1.80万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $1.79万 | 0.01% | 211 | -1,403 | -86.9% | -$11.91万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $1.77万 | 0.01% | 99 | 99 | — | $1.77万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.77万 | 0.01% | 130 | 130 | — | $1.77万 | 新建仓 |
| MCD | MCDONALDS CORP | $1.75万 | 0.01% | 56 | 44 | 366.7% | $1.38万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $1.73万 | 0.00% | 562 | -7,439 | -93.0% | -$22.90万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $1.72万 | 0.00% | 276 | -1,915 | -87.4% | -$11.91万 | 减仓 |
| AON | AON PLC | $1.71万 | 0.00% | 53 | 53 | — | $1.71万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1.71万 | 0.00% | 759 | -5,285 | -87.4% | -$11.91万 | 减仓 |
| TJX | TJX COS INC NEW | $1.71万 | 0.00% | 107 | -149 | -58.2% | -$2.37万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $1.66万 | 0.00% | 532 | 532 | — | $1.66万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1.66万 | 0.00% | 100 | 100 | — | $1.66万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $1.65万 | 0.00% | 312 | 312 | — | $1.65万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $1.64万 | 0.00% | 496 | 496 | — | $1.64万 | 新建仓 |
| SRE | SEMPRA | $1.62万 | 0.00% | 167 | 167 | — | $1.62万 | 新建仓 |
| XT | ISHARES TR | $1.58万 | 0.00% | 231 | 231 | — | $1.58万 | 新建仓 |
| XLSR | SSGA ACTIVE TR | $1.57万 | 0.00% | 271 | 271 | — | $1.57万 | 新建仓 |
| CTAS | CINTAS CORP | $1.55万 | 0.00% | 92 | 92 | — | $1.55万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $1.54万 | 0.00% | 252 | 252 | — | $1.54万 | 新建仓 |
| SHEL | SHELL PLC | $1.53万 | 0.00% | 164 | 164 | — | $1.53万 | 新建仓 |
| QINT | AMERICAN CENTY ETF TR | $1.52万 | 0.00% | 232 | -1,571 | -87.1% | -$10.27万 | 减仓 |
| SHYG | ISHARES TR | $1.51万 | 0.00% | 356 | 356 | — | $1.51万 | 新建仓 |
| ROE | EA SERIES TRUST | $1.49万 | 0.00% | 421 | -5,870 | -93.3% | -$20.80万 | 减仓 |
| MO | ALTRIA GROUP INC | $1.48万 | 0.00% | 224 | -4,195 | -94.9% | -$27.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $1.47万 | 0.00% | 302 | 90 | 42.5% | $4,392 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $1.46万 | 0.00% | 128 | -1,190 | -90.3% | -$13.57万 | 减仓 |
| — | TIDAL TRUST II | $1.43万 | 0.00% | 1,103 | 1,103 | — | $1.43万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.42万 | 0.00% | 250 | 250 | — | $1.42万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $1.41万 | 0.00% | 2,725 | 2,725 | — | $1.41万 | 新建仓 |
| AVRE | AMERICAN CENTY ETF TR | $1.41万 | 0.00% | 320 | -1,771 | -84.7% | -$7.79万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $1.40万 | 0.00% | 170 | 170 | — | $1.40万 | 新建仓 |
| — | NUSHARES ETF TR | $1.40万 | 0.00% | 660 | 660 | — | $1.40万 | 新建仓 |
| GDX | VANECK ETF TRUST | $1.39万 | 0.00% | 151 | -664 | -81.5% | -$6.10万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.37万 | 0.00% | 295 | 277 | 1,538.9% | $1.28万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1.35万 | 0.00% | 100 | 100 | — | $1.35万 | 新建仓 |
| — | SILA REALTY TRUST INC | $1.35万 | 0.00% | 569 | 569 | — | $1.35万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $1.35万 | 0.00% | 68 | 68 | — | $1.35万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.33万 | 0.00% | 34 | 34 | — | $1.33万 | 新建仓 |
| KLAC | KLA CORP | $1.33万 | 0.00% | 9 | 9 | — | $1.33万 | 新建仓 |
| KT | KT CORP | $1.31万 | 0.00% | 613 | 613 | — | $1.31万 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $1.31万 | 0.00% | 470 | 470 | — | $1.31万 | 新建仓 |
| QYLD | GLOBAL X FDS | $1.31万 | 0.00% | 762 | 762 | — | $1.31万 | 新建仓 |
| C | CITIGROUP INC | $1.30万 | 0.00% | 115 | 115 | — | $1.30万 | 新建仓 |
| TTD | THE TRADE DESK INC | $1.27万 | 0.00% | 560 | 560 | — | $1.27万 | 新建仓 |
| PAYX | PAYCHEX INC | $1.27万 | 0.00% | 138 | -1,177 | -89.5% | -$10.82万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.26万 | 0.00% | 85 | -92 | -52.0% | -$1.36万 | 减仓 |
| BA | BOEING CO | $1.25万 | 0.00% | 63 | -37 | -37.0% | -$7,364 | 减仓 |
| SO | SOUTHERN CO | $1.24万 | 0.00% | 129 | -1,421 | -91.7% | -$13.67万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.23万 | 0.00% | 65 | 65 | — | $1.23万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $1.22万 | 0.00% | 407 | 407 | — | $1.22万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $1.22万 | 0.00% | 179 | 179 | — | $1.22万 | 新建仓 |
| AVXC | AMERICAN CENTY ETF TR | $1.21万 | 0.00% | 179 | -822 | -82.1% | -$5.56万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1.21万 | 0.00% | 49 | -43 | -46.7% | -$1.06万 | 减仓 |
| VFH | VANGUARD WORLD FD | $1.19万 | 0.00% | 98 | 98 | — | $1.19万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $1.15万 | 0.00% | 94 | 94 | — | $1.15万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1.14万 | 0.00% | 158 | -171 | -52.0% | -$1.23万 | 减仓 |
| VIS | VANGUARD WORLD FD | $1.13万 | 0.00% | 36 | 36 | — | $1.13万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.10万 | 0.00% | 47 | 42 | 840.0% | $9,829 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1.10万 | 0.00% | 84 | -2,681 | -97.0% | -$35.08万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $1.10万 | 0.00% | 382 | 382 | — | $1.10万 | 新建仓 |
| BX | BLACKSTONE INC | $1.08万 | 0.00% | 94 | -9 | -8.7% | -$1,036 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.08万 | 0.00% | 25 | -60 | -70.6% | -$2.59万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1.08万 | 0.00% | 85 | 85 | — | $1.08万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $1.08万 | 0.00% | 114 | 94 | 470.0% | $8,871 | 加仓 |
| EQIX | EQUINIX INC | $1.08万 | 0.00% | 11 | 11 | — | $1.08万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $1.08万 | 0.00% | 112 | -101 | -47.4% | -$9,695 | 减仓 |
| KOMP | SPDR SERIES TRUST | $1.07万 | 0.00% | 184 | 184 | — | $1.07万 | 新建仓 |
| ROL | ROLLINS INC | $1.07万 | 0.00% | 200 | 200 | — | $1.07万 | 新建仓 |
| MTB | M & T BK CORP | $1.07万 | 0.00% | 52 | 52 | — | $1.07万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $1.06万 | 0.00% | 73 | 73 | — | $1.06万 | 新建仓 |
| LIN | LINDE PLC | $1.04万 | 0.00% | 21 | -87 | -80.6% | -$4.33万 | 减仓 |
| NUEM | NUSHARES ETF TR | $1.04万 | 0.00% | 284 | 284 | — | $1.04万 | 新建仓 |
| CARY | ANGEL OAK FUNDS TRUST | $1.03万 | 0.00% | 495 | -5,164 | -91.3% | -$10.73万 | 减仓 |
| HGER | HARBOR ETF TRUST | $1.02万 | 0.00% | 330 | 330 | — | $1.02万 | 新建仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1.02万 | 0.00% | 141 | 141 | — | $1.02万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.02万 | 0.00% | 25 | 25 | — | $1.02万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.01万 | 0.00% | 147 | 147 | — | $1.01万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $1.01万 | 0.00% | 428 | -3,693 | -89.6% | -$8.70万 | 减仓 |
| QCOM | QUALCOMM INC | $1.00万 | 0.00% | 78 | -647 | -89.2% | -$8.31万 | 减仓 |
| KEY | KEYCORP | $9,934 | 0.00% | 495 | 447 | 931.2% | $8,971 | 加仓 |
| IX | ORIX CORP | $9,837 | 0.00% | 328 | 328 | — | $9,837 | 新建仓 |
| CCI | CROWN CASTLE INC | $9,405 | 0.00% | 116 | 116 | — | $9,405 | 新建仓 |
| EOG | EOG RES INC | $9,321 | 0.00% | 64 | 64 | — | $9,321 | 新建仓 |
| ES | EVERSOURCE ENERGY | $9,209 | 0.00% | 133 | 133 | — | $9,209 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $9,186 | 0.00% | 61 | 57 | 1,425.0% | $8,584 | 加仓 |
| NNN | NNN REIT INC | $9,160 | 0.00% | 218 | 218 | — | $9,160 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $9,062 | 0.00% | 534 | 534 | — | $9,062 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $8,725 | 0.00% | 228 | 228 | — | $8,725 | 新建仓 |
| NVS | NOVARTIS AG | $8,627 | 0.00% | 56 | 56 | — | $8,627 | 新建仓 |
| APPN | APPIAN CORP | $8,535 | 0.00% | 354 | 354 | — | $8,535 | 新建仓 |
| IBHF | ISHARES TR | $8,395 | 0.00% | 366 | 366 | — | $8,395 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $8,322 | 0.00% | 41 | 41 | — | $8,322 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $8,185 | 0.00% | 752 | 752 | — | $8,185 | 新建仓 |
| DHI | D R HORTON INC | $8,096 | 0.00% | 59 | 59 | — | $8,096 | 新建仓 |