IAM Advisory, LLC
EASTON PA · SEC CIK 0001825292
$5.13亿2026Q2 申报市值
107持仓数
65.0%前十大占比 · 第一大 14.1%
15 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XBI 加仓+$274.47万
AMAT 新建仓+$190.24万
RDDT 新建仓+$169.55万
HONA 新建仓+$117.99万
NVT 新建仓+$104.82万
2026Q2 卖出最多 按季末市值估算
XLC 清仓-$256.02万
VST 清仓-$149.36万
HON 减仓-$124.69万
META 清仓-$108.69万
LDOS 清仓-$108.53万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $746.35万 | 1.45% | 12,848 | -333 | -2.5% | -$19.34万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $960.38万 | 1.87% | 106,887 | 4,043 | 3.9% | $36.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $992.29万 | 1.93% | 79,536 | 3,688 | 4.9% | $46.01万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,432.52万 | 2.79% | 160,632 | -897 | -0.6% | -$8.00万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,491.96万 | 2.91% | 579,852 | 11,833 | 2.1% | $30.45万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,545.09万 | 3.01% | 23,557 | -1,588 | -6.3% | -$104.16万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $1,566.29万 | 3.05% | 132,680 | -1,960 | -1.5% | -$23.14万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,898.21万 | 5.65% | 1,300,230 | 25,359 | 2.0% | $56.53万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,915.86万 | 5.68% | 617,766 | -411 | -0.1% | -$1.94万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,553.97万 | 6.92% | 398,427 | -236 | -0.1% | -$2.11万 | 减仓 |
| NOBL | PROSHARES TR | $4,356.71万 | 8.49% | 775,768 | 9,372 | 1.2% | $52.63万 | 加仓 |
| DGRW | WISDOMTREE TR | $6,392.67万 | 12.46% | 668,549 | 4,804 | 0.7% | $45.94万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7,213.80万 | 14.06% | 1,463,839 | 9,445 | 0.6% | $46.54万 | 加仓 |