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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $21.76万 | 0.04% | 1,914 | 1,914 | — | $21.76万 | 新建仓 |
| PPL | PPL CORP | $21.67万 | 0.04% | 5,963 | 27 | 0.5% | $981 | 加仓 |
| VLUE | ISHARES TR | $21.25万 | 0.04% | 1,063 | 1,063 | — | $21.25万 | 新建仓 |
| GRNY | TIDAL TRUST I | $20.46万 | 0.04% | 7,399 | 7,399 | — | $20.46万 | 新建仓 |
| EWC | ISHARES INC | $20.24万 | 0.04% | 3,511 | -525 | -13.0% | -$3.03万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $20.23万 | 0.04% | 833 | 833 | — | $20.23万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $20.01万 | 0.04% | 3,268 | 3,268 | — | $20.01万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -23,094 | -100.0% | -$256.02万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -9,936 | -100.0% | -$149.36万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,900 | -100.0% | -$108.69万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -6,978 | -100.0% | -$108.53万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -7,562 | -100.0% | -$92.85万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -7,309 | -100.0% | -$44.92万 | 清仓 |