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 |
|---|---|---|---|---|---|---|---|---|
| OKLO | OKLO INC | $8,034 | 0.00% | 162 | 162 | — | $8,034 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $8,021 | 0.00% | 178 | 178 | — | $8,021 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $8,018 | 0.00% | 53 | 45 | 562.5% | $6,808 | 加仓 |
| BBDC | BARINGS BDC INC | $7,901 | 0.00% | 960 | 960 | — | $7,901 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $7,688 | 0.00% | 75 | -366 | -83.0% | -$3.75万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7,653 | 0.00% | 145 | 145 | — | $7,653 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $7,538 | 0.00% | 250 | -2,837 | -91.9% | -$8.55万 | 减仓 |
| ADBE | ADOBE INC | $7,535 | 0.00% | 31 | -59 | -65.6% | -$1.43万 | 减仓 |
| ETN | EATON CORP PLC | $7,516 | 0.00% | 21 | 21 | — | $7,516 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $7,502 | 0.00% | 69 | 69 | — | $7,502 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $7,428 | 0.00% | 37 | -93 | -71.5% | -$1.87万 | 减仓 |
| ORI | OLD REP INTL CORP | $7,320 | 0.00% | 183 | 183 | — | $7,320 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $7,308 | 0.00% | 54 | -774 | -93.5% | -$10.47万 | 减仓 |
| SYK | STRYKER CORPORATION | $7,229 | 0.00% | 22 | 22 | — | $7,229 | 新建仓 |
| ZTS | ZOETIS INC | $7,175 | 0.00% | 61 | -455 | -88.2% | -$5.35万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $7,056 | 0.00% | 97 | 97 | — | $7,056 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $6,920 | 0.00% | 229 | -19,532 | -98.8% | -$59.02万 | 减仓 |
| COR | CENCORA INC | $6,920 | 0.00% | 22 | 22 | — | $6,920 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $6,896 | 0.00% | 259 | 259 | — | $6,896 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $6,822 | 0.00% | 162 | 162 | — | $6,822 | 新建仓 |
| ING | ING GROEP N.V. | $6,695 | 0.00% | 257 | 257 | — | $6,695 | 新建仓 |
| KORP | AMERICAN CENTY ETF TR | $6,690 | 0.00% | 144 | -947 | -86.8% | -$4.40万 | 减仓 |
| IGM | ISHARES TR | $6,637 | 0.00% | 56 | 56 | — | $6,637 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,598 | 0.00% | 27 | -447 | -94.3% | -$10.92万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $6,552 | 0.00% | 234 | 234 | — | $6,552 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $6,550 | 0.00% | 247 | 247 | — | $6,550 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $6,541 | 0.00% | 20 | 20 | — | $6,541 | 新建仓 |
| OUSA | ALPS ETF TR | $6,513 | 0.00% | 117 | 117 | — | $6,513 | 新建仓 |
| ALLY | ALLY FINL INC | $6,508 | 0.00% | 166 | 166 | — | $6,508 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $6,271 | 0.00% | 30 | 30 | — | $6,271 | 新建仓 |
| — | PEAKSTONE REALTY TRUST | $6,204 | 0.00% | 297 | 297 | — | $6,204 | 新建仓 |
| CB | CHUBB LTD SWITZ | $6,193 | 0.00% | 19 | 19 | — | $6,193 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $6,183 | 0.00% | 30 | 30 | — | $6,183 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $6,167 | 0.00% | 219 | -2,819 | -92.8% | -$7.94万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $6,076 | 0.00% | 65 | 65 | — | $6,076 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $6,073 | 0.00% | 220 | -2,869 | -92.9% | -$7.92万 | 减仓 |
| IGV | ISHARES TR | $6,042 | 0.00% | 75 | 75 | — | $6,042 | 新建仓 |
| MLI | MUELLER INDS INC | $5,998 | 0.00% | 54 | 54 | — | $5,998 | 新建仓 |
| URI | UNITED RENTALS INC | $5,836 | 0.00% | 8 | -12 | -60.0% | -$8,754 | 减仓 |
| TRMB | TRIMBLE INC | $5,805 | 0.00% | 89 | 82 | 1,171.4% | $5,348 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $5,731 | 0.00% | 161 | 140 | 666.7% | $4,983 | 加仓 |
| CVNA | CARVANA CO | $5,659 | 0.00% | 18 | 18 | — | $5,659 | 新建仓 |
| HYGV | FLEXSHARES TR | $5,648 | 0.00% | 141 | 141 | — | $5,648 | 新建仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $5,628 | 0.00% | 79 | 79 | — | $5,628 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $5,524 | 0.00% | 34 | 34 | — | $5,524 | 新建仓 |
| ENB | ENBRIDGE INC | $5,522 | 0.00% | 102 | -4,674 | -97.9% | -$25.30万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $5,471 | 0.00% | 157 | 157 | — | $5,471 | 新建仓 |
| RAVI | FLEXSHARES TR | $5,429 | 0.00% | 72 | 72 | — | $5,429 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,421 | 0.00% | 11 | 11 | — | $5,421 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $5,415 | 0.00% | 449 | 449 | — | $5,415 | 新建仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $5,405 | 0.00% | 108 | 108 | — | $5,405 | 新建仓 |
| MMM | 3M CO | $5,374 | 0.00% | 37 | -625 | -94.4% | -$9.08万 | 减仓 |
| — | OCCIDENTAL PETE CORP | $5,363 | 0.00% | 125 | 125 | — | $5,363 | 新建仓 |
| CCL | CARNIVAL CORP | $5,307 | 0.00% | 205 | -652 | -76.1% | -$1.69万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $5,260 | 0.00% | 112 | -399 | -78.1% | -$1.87万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $5,176 | 0.00% | 26 | -51 | -66.2% | -$1.02万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $5,079 | 0.00% | 150 | 150 | — | $5,079 | 新建仓 |
| CERY | SPDR SERIES TRUST | $5,065 | 0.00% | 144 | 144 | — | $5,065 | 新建仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $5,037 | 0.00% | 219 | 219 | — | $5,037 | 新建仓 |
| CDW | CDW CORP | $4,962 | 0.00% | 41 | 41 | — | $4,962 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,929 | 0.00% | 207 | 207 | — | $4,929 | 新建仓 |
| RBRK | RUBRIK INC. | $4,897 | 0.00% | 100 | 100 | — | $4,897 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $4,853 | 0.00% | 83 | -3,653 | -97.8% | -$21.36万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $4,823 | 0.00% | 49 | 49 | — | $4,823 | 新建仓 |
| — | ICECURE MEDICAL LTD CAESAREA | $4,816 | 0.00% | 16,000 | 16,000 | — | $4,816 | 新建仓 |
| AIZ | ASSURANT INC | $4,807 | 0.00% | 22 | 22 | — | $4,807 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4,805 | 0.00% | 60 | 60 | — | $4,805 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $4,785 | 0.00% | 95 | -6,342 | -98.5% | -$31.94万 | 减仓 |
| O | REALTY INCOME CORP | $4,731 | 0.00% | 77 | -2,670 | -97.2% | -$16.40万 | 减仓 |
| — | HOLOGIC INC | $4,687 | 0.00% | 62 | 62 | — | $4,687 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,674 | 0.00% | 58 | 51 | 728.6% | $4,110 | 加仓 |
| AMT | AMERICAN TOWER CORP | $4,660 | 0.00% | 27 | -142 | -84.0% | -$2.45万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4,653 | 0.00% | 167 | 167 | — | $4,653 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $4,643 | 0.00% | 78 | 78 | — | $4,643 | 新建仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $4,625 | 0.00% | 144 | 144 | — | $4,625 | 新建仓 |
| EWJ | ISHARES INC | $4,471 | 0.00% | 53 | 53 | — | $4,471 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $4,440 | 0.00% | 29 | 29 | — | $4,440 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,418 | 0.00% | 15 | 15 | — | $4,418 | 新建仓 |
| REET | ISHARES TR | $4,413 | 0.00% | 175 | 175 | — | $4,413 | 新建仓 |
| MDB | MONGODB INC | $4,406 | 0.00% | 18 | -31 | -63.3% | -$7,588 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $4,375 | 0.00% | 74 | 74 | — | $4,375 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $4,362 | 0.00% | 12 | 12 | — | $4,362 | 新建仓 |
| KKR | KKR & CO INC | $4,357 | 0.00% | 47 | 47 | — | $4,357 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $4,224 | 0.00% | 38 | 38 | — | $4,224 | 新建仓 |
| SYY | SYSCO CORP | $4,208 | 0.00% | 59 | -277 | -82.4% | -$1.98万 | 减仓 |
| FISR | SSGA ACTIVE TR | $4,175 | 0.00% | 162 | 162 | — | $4,175 | 新建仓 |
| UNM | UNUM GROUP | $4,157 | 0.00% | 57 | 57 | — | $4,157 | 新建仓 |
| UL | UNILEVER PLC | $4,102 | 0.00% | 72 | -1,327 | -94.9% | -$7.56万 | 减仓 |
| HPQ | HP INC | $4,092 | 0.00% | 213 | -740 | -77.6% | -$1.42万 | 减仓 |
| PJT | PJT PARTNERS INC | $4,052 | 0.00% | 29 | 29 | — | $4,052 | 新建仓 |
| EBAY | EBAY INC. | $4,016 | 0.00% | 44 | 44 | — | $4,016 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $4,006 | 0.00% | 20 | 20 | — | $4,006 | 新建仓 |
| EAT | BRINKER INTL INC | $3,998 | 0.00% | 28 | 28 | — | $3,998 | 新建仓 |
| EMXC | ISHARES INC | $3,964 | 0.00% | 50 | 50 | — | $3,964 | 新建仓 |
| BCE | BCE INC | $3,925 | 0.00% | 155 | 155 | — | $3,925 | 新建仓 |
| FDX | FEDEX CORP | $3,918 | 0.00% | 11 | -23 | -67.6% | -$8,192 | 减仓 |
| XPO | XPO INC | $3,891 | 0.00% | 20 | 20 | — | $3,891 | 新建仓 |
| HEDJ | WISDOMTREE TR | $3,870 | 0.00% | 74 | 74 | — | $3,870 | 新建仓 |
| KR | KROGER CO | $3,773 | 0.00% | 52 | -404 | -88.6% | -$2.93万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,740 | 0.00% | 200 | 200 | — | $3,740 | 新建仓 |