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 |
|---|---|---|---|---|---|---|---|---|
| — | CAPITOL SER TR | $5,755.79万 | 16.47% | 2,294,515 | 2,235,314 | 3,775.8% | $5,607.28万 | 加仓 |
| IWY | ISHARES TR | $4,187.00万 | 11.98% | 168,261 | 163,127 | 3,177.4% | $4,059.25万 | 加仓 |
| SCNM | STERLING CAP FDS | $3,177.88万 | 9.10% | 1,278,316 | 1,278,316 | — | $3,177.88万 | 新建仓 |
| IWX | ISHARES TR | $2,701.84万 | 7.73% | 291,555 | 282,961 | 3,292.5% | $2,622.20万 | 加仓 |
| EFV | ISHARES TR | $1,500.19万 | 4.29% | 201,774 | 194,173 | 2,554.6% | $1,443.67万 | 加仓 |
| IWS | ISHARES TR | $1,437.21万 | 4.11% | 98,615 | 95,691 | 3,272.6% | $1,394.60万 | 加仓 |
| EFG | ISHARES TR | $1,310.85万 | 3.75% | 117,702 | 112,759 | 2,281.2% | $1,255.80万 | 加仓 |
| IEMG | ISHARES INC | $1,117.00万 | 3.20% | 160,144 | 130,099 | 433.0% | $907.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $894.62万 | 2.56% | 14,971 | 4,698 | 45.7% | $280.74万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $745.02万 | 2.13% | 74,375 | 72,248 | 3,396.7% | $723.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $460.26万 | 1.32% | 26,391 | 22,863 | 648.0% | $398.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $411.06万 | 1.18% | 19,114 | 18,974 | 13,552.9% | $408.05万 | 加仓 |
| NOBL | PROSHARES TR | $398.17万 | 1.14% | 37,560 | 37,560 | — | $398.17万 | 新建仓 |
| IWP | ISHARES TR | $381.99万 | 1.09% | 29,815 | 29,108 | 4,117.1% | $372.93万 | 加仓 |
| AVGO | BROADCOM INC | $279.26万 | 0.80% | 9,023 | 8,726 | 2,938.0% | $270.06万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $264.77万 | 0.76% | 154,836 | 154,836 | — | $264.77万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $249.86万 | 0.72% | 7,393 | 7,393 | — | $249.86万 | 新建仓 |
| V | VISA INC | $216.30万 | 0.62% | 13,783 | 13,661 | 11,197.5% | $214.39万 | 加仓 |
| MUB | ISHARES TR | $211.70万 | 0.61% | 19,944 | 19,810 | 14,783.6% | $210.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $189.66万 | 0.54% | 6,448 | 5,960 | 1,221.3% | $175.31万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $186.43万 | 0.53% | 70,060 | 68,965 | 6,298.2% | $183.52万 | 加仓 |
| RTX | RTX CORPORATION | $161.41万 | 0.46% | 8,368 | 8,368 | — | $161.41万 | 新建仓 |
| — | EXXON MOBIL CORP | $155.28万 | 0.44% | 9,152 | 7,397 | 421.5% | $125.50万 | 加仓 |
| SCEP | STERLING CAP FDS | $146.82万 | 0.42% | 62,288 | 62,288 | — | $146.82万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $142.87万 | 0.41% | 2,475 | 2,250 | 1,000.0% | $129.88万 | 加仓 |
| IDEV | ISHARES TR | $139.54万 | 0.40% | 16,698 | 2,689 | 19.2% | $22.47万 | 加仓 |
| GE | GE AEROSPACE | $133.71万 | 0.38% | 4,712 | 4,712 | — | $133.71万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $121.61万 | 0.35% | 15,889 | -304,508 | -95.0% | -$2,330.70万 | 减仓 |
| AGEM | ABRDN FDS | $120.48万 | 0.34% | 29,702 | 6,746 | 29.4% | $27.36万 | 加仓 |
| KO | COCA COLA CO | $118.50万 | 0.34% | 15,581 | 10,362 | 198.5% | $78.81万 | 加仓 |
| AAPL | APPLE INC | $116.90万 | 0.33% | 4,606 | 2,263 | 96.6% | $57.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $116.17万 | 0.33% | 5,437 | 5,146 | 1,768.4% | $109.95万 | 加仓 |
| SCMC | STERLING CAP FDS | $112.50万 | 0.32% | 45,001 | 45,001 | — | $112.50万 | 新建仓 |
| GOOGL | ALPHABET INC | $102.53万 | 0.29% | 3,566 | 2,822 | 379.3% | $81.14万 | 加仓 |
| SMH | VANECK ETF TRUST | $101.14万 | 0.29% | 2,638 | 2,638 | — | $101.14万 | 新建仓 |
| AGG | ISHARES TR | $100.55万 | 0.29% | 10,129 | 10,129 | — | $100.55万 | 新建仓 |
| CME | CME GROUP INC | $99.26万 | 0.28% | 3,361 | 2,881 | 600.2% | $85.08万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $98.35万 | 0.28% | 29,115 | -573,736 | -95.2% | -$1,938.08万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $93.17万 | 0.27% | 23,137 | 23,137 | — | $93.17万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $91.32万 | 0.26% | 3,508 | 3,348 | 2,092.5% | $87.15万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $89.93万 | 0.26% | 23,377 | -484,032 | -95.4% | -$1,862.07万 | 减仓 |
| R | RYDER SYS INC | $85.51万 | 0.24% | 4,177 | 4,177 | — | $85.51万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $84.46万 | 0.24% | 2,500 | 2,500 | — | $84.46万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $81.98万 | 0.23% | 3,354 | 2,390 | 247.9% | $58.42万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $80.73万 | 0.23% | 38,261 | -653,155 | -94.5% | -$1,378.17万 | 减仓 |
| ATRO | ASTRONICS CORP | $78.45万 | 0.22% | 11,756 | 11,756 | — | $78.45万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $76.53万 | 0.22% | 24,228 | -474,972 | -95.1% | -$1,500.37万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $73.71万 | 0.21% | 6,513 | 6,513 | — | $73.71万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.76万 | 0.21% | 11,355 | 11,349 | 189,150.0% | $72.72万 | 加仓 |
| PLD | PROLOGIS INC. | $70.50万 | 0.20% | 5,333 | 3,708 | 228.2% | $49.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $69.93万 | 0.20% | 3,380 | 2,112 | 166.6% | $43.70万 | 加仓 |
| CSCO | CISCO SYS INC | $69.81万 | 0.20% | 8,997 | 5,325 | 145.0% | $41.32万 | 加仓 |
| IDA | IDACORP INC | $68.59万 | 0.20% | 4,798 | 4,798 | — | $68.59万 | 新建仓 |
| NI | NISOURCE INC | $68.09万 | 0.19% | 14,594 | 14,573 | 69,395.2% | $68.00万 | 加仓 |
| EXC | EXELON CORP | $67.50万 | 0.19% | 13,769 | 13,757 | 114,641.7% | $67.44万 | 加仓 |
| ABBV | ABBVIE INC | $66.61万 | 0.19% | 3,063 | 1,929 | 170.1% | $41.95万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $65.56万 | 0.19% | 1,085 | 1,084 | 108,400.0% | $65.50万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $65.44万 | 0.19% | 4,159 | 4,159 | — | $65.44万 | 新建仓 |
| ITA | ISHARES TR | $64.56万 | 0.18% | 2,951 | 2,910 | 7,097.6% | $63.66万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $64.42万 | 0.18% | 3,575 | 3,575 | — | $64.42万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $63.57万 | 0.18% | 1,561 | 1,561 | — | $63.57万 | 新建仓 |
| JULW | AIM ETF PRODUCTS TRUST | $63.54万 | 0.18% | 16,371 | -278,722 | -94.5% | -$1,081.77万 | 减仓 |
| GPC | GENUINE PARTS CO | $63.18万 | 0.18% | 5,974 | 5,810 | 3,542.7% | $61.44万 | 加仓 |
| CNA | CNA FINL CORP | $62.16万 | 0.18% | 13,536 | 13,012 | 2,483.2% | $59.75万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $61.60万 | 0.18% | 5,321 | 4,671 | 718.6% | $54.07万 | 加仓 |
| REG | REGENCY CTRS CORP | $61.39万 | 0.18% | 8,114 | 8,114 | — | $61.39万 | 新建仓 |
| EMR | EMERSON ELEC CO | $58.79万 | 0.17% | 4,487 | 4,482 | 89,640.0% | $58.72万 | 加仓 |
| — | HONEYWELL INTL INC | $58.54万 | 0.17% | 2,590 | 2,590 | — | $58.54万 | 新建仓 |
| ALLE | ALLEGION PLC | $58.03万 | 0.17% | 3,994 | 3,994 | — | $58.03万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $57.49万 | 0.16% | 21,630 | -345,107 | -94.1% | -$917.29万 | 减仓 |
| AFL | AFLAC INC | $57.25万 | 0.16% | 5,218 | 5,218 | — | $57.25万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $57.04万 | 0.16% | 3,899 | 2,987 | 327.5% | $43.70万 | 加仓 |
| GEV | GE VERNOVA INC | $56.42万 | 0.16% | 646 | 646 | — | $56.42万 | 新建仓 |
| SJM | SMUCKER J M CO | $56.36万 | 0.16% | 5,844 | 5,594 | 2,237.6% | $53.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $53.13万 | 0.15% | 1,435 | 412 | 40.3% | $15.25万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $51.80万 | 0.15% | 1,314 | 1,314 | — | $51.80万 | 新建仓 |
| IVE | ISHARES TR | $50.04万 | 0.14% | 2,370 | -2,788 | -54.1% | -$58.87万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $47.73万 | 0.14% | 3,592 | 3,592 | — | $47.73万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $47.41万 | 0.14% | 2,063 | 2,048 | 13,653.3% | $47.06万 | 加仓 |
| AMZN | AMAZON COM INC | $47.36万 | 0.14% | 2,274 | 503 | 28.4% | $10.48万 | 加仓 |
| IUSB | ISHARES TR | $46.14万 | 0.13% | 9,989 | 7,459 | 294.8% | $34.45万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.60万 | 0.13% | 1,164 | 872 | 298.6% | $34.16万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $45.21万 | 0.13% | 1,672 | 1,672 | — | $45.21万 | 新建仓 |
| IVW | ISHARES TR | $44.42万 | 0.13% | 3,927 | -4,970 | -55.9% | -$56.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $41.79万 | 0.12% | 2,130 | 2,015 | 1,752.2% | $39.54万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $39.14万 | 0.11% | 3,522 | 3,522 | — | $39.14万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $38.88万 | 0.11% | 9,572 | -185,900 | -95.1% | -$755.01万 | 减仓 |
| DGRW | WISDOMTREE TR | $38.37万 | 0.11% | 4,368 | 4,368 | — | $38.37万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $37.91万 | 0.11% | 6,516 | -12,943 | -66.5% | -$75.30万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $37.32万 | 0.11% | 14,905 | -295,958 | -95.2% | -$740.96万 | 减仓 |
| SHV | ISHARES TR | $37.31万 | 0.11% | 3,380 | 3,375 | 67,500.0% | $37.26万 | 加仓 |
| TSLA | TESLA INC | $36.69万 | 0.11% | 987 | 580 | 142.5% | $21.56万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $34.98万 | 0.10% | 10,878 | 10,878 | — | $34.98万 | 新建仓 |
| SOXX | ISHARES TR | $34.89万 | 0.10% | 1,062 | 1,062 | — | $34.89万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.78万 | 0.10% | 411 | 411 | — | $34.78万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $34.38万 | 0.10% | 5,773 | 4,302 | 292.5% | $25.62万 | 加仓 |
| EVRG | EVERGY INC | $34.28万 | 0.10% | 4,184 | 4,184 | — | $34.28万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $34.27万 | 0.10% | 13,029 | -4,523 | -25.8% | -$11.90万 | 减仓 |
| XAR | SPDR SERIES TRUST | $34.21万 | 0.10% | 1,347 | 1,347 | — | $34.21万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $34.16万 | 0.10% | 7,914 | 7,476 | 1,706.8% | $32.27万 | 加仓 |