IAM Advisory, LLC
EASTON PA · SEC CIK 0001825292
$4.46亿2026Q1 申报市值
95持仓数
67.0%前十大占比 · 第一大 13.9%
9 / 16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
KRE 新建仓+$475.82万
IDVO 新建仓+$402.73万
SNDK 新建仓+$176.75万
VOLT 新建仓+$176.69万
CGDV 加仓+$117.18万
2026Q1 卖出最多 按季末市值估算
XLF 清仓-$502.52万
NFLX 清仓-$155.71万
IGV 清仓-$143.85万
FRBA 清仓-$137.70万
AVDE 减仓-$95.39万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $536.55万 | 1.20% | 17,336 | -644 | -3.6% | -$19.93万 | 减仓 |
| AAPL | APPLE INC | $579.95万 | 1.30% | 22,852 | 178 | 0.8% | $4.52万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $644.63万 | 1.44% | 102,844 | -1,268 | -1.2% | -$7.95万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $837.90万 | 1.88% | 75,848 | -995 | -1.3% | -$10.99万 | 减仓 |
| SMH | VANECK ETF TRUST | $964.07万 | 2.16% | 25,145 | -2,008 | -7.4% | -$76.99万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,264.29万 | 2.83% | 161,529 | -922 | -0.6% | -$7.22万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $1,414.13万 | 3.17% | 134,640 | -1,762 | -1.3% | -$18.51万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,464.92万 | 3.28% | 568,019 | 10,937 | 2.0% | $28.21万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,484.45万 | 5.57% | 618,177 | -11,906 | -1.9% | -$47.85万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,848.06万 | 6.38% | 1,274,871 | 17,388 | 1.4% | $38.84万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,382.26万 | 7.58% | 398,663 | -11,243 | -2.7% | -$95.39万 | 减仓 |
| NOBL | PROSHARES TR | $4,062.28万 | 9.10% | 383,198 | -3,469 | -0.9% | -$36.77万 | 减仓 |
| DGRW | WISDOMTREE TR | $5,830.34万 | 13.06% | 663,745 | 1,917 | 0.3% | $16.84万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,186.99万 | 13.86% | 1,454,394 | 27,546 | 1.9% | $117.18万 | 加仓 |