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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,186.99万 | 13.86% | 1,454,394 | 27,546 | 1.9% | $117.18万 | 加仓 |
| DGRW | WISDOMTREE TR | $5,830.34万 | 13.06% | 663,745 | 1,917 | 0.3% | $16.84万 | 加仓 |
| NOBL | PROSHARES TR | $4,062.28万 | 9.10% | 383,198 | -3,469 | -0.9% | -$36.77万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,382.26万 | 7.58% | 398,663 | -11,243 | -2.7% | -$95.39万 | 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 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,484.45万 | 5.57% | 618,177 | -11,906 | -1.9% | -$47.85万 | 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 |
| QGRO | AMERICAN CENTY ETF TR | $1,414.13万 | 3.17% | 134,640 | -1,762 | -1.3% | -$18.51万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,264.29万 | 2.83% | 161,529 | -922 | -0.6% | -$7.22万 | 减仓 |
| SMH | VANECK ETF TRUST | $964.07万 | 2.16% | 25,145 | -2,008 | -7.4% | -$76.99万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $837.90万 | 1.88% | 75,848 | -995 | -1.3% | -$10.99万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $644.63万 | 1.44% | 102,844 | -1,268 | -1.2% | -$7.95万 | 减仓 |
| AAPL | APPLE INC | $579.95万 | 1.30% | 22,852 | 178 | 0.8% | $4.52万 | 加仓 |
| AVGO | BROADCOM INC | $536.55万 | 1.20% | 17,336 | -644 | -3.6% | -$19.93万 | 减仓 |
| KRE | SPDR SERIES TRUST | $475.82万 | 1.07% | 73,035 | 73,035 | — | $475.82万 | 新建仓 |
| LLY | ELI LILLY & CO | $427.77万 | 0.96% | 4,651 | -113 | -2.4% | -$10.39万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $402.73万 | 0.90% | 99,512 | 99,512 | — | $402.73万 | 新建仓 |
| GDX | VANECK ETF TRUST | $380.33万 | 0.85% | 41,444 | -2,847 | -6.4% | -$26.13万 | 减仓 |
| GOOG | ALPHABET INC | $367.97万 | 0.82% | 12,828 | 2,309 | 22.0% | $66.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $362.73万 | 0.81% | 20,799 | -1,727 | -7.7% | -$30.12万 | 减仓 |
| AIQ | GLOBAL X FDS | $360.13万 | 0.81% | 77,166 | -877 | -1.1% | -$4.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $315.51万 | 0.71% | 8,524 | 269 | 3.3% | $9.96万 | 加仓 |
| MCK | MCKESSON CORP | $313.95万 | 0.70% | 3,628 | -85 | -2.3% | -$7.36万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $294.88万 | 0.66% | 8,544 | -124 | -1.4% | -$4.28万 | 减仓 |
| MRK | MERCK & CO INC | $279.52万 | 0.63% | 23,237 | 170 | 0.7% | $2.04万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $274.76万 | 0.62% | 4,027 | -38 | -0.9% | -$2.59万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $268.14万 | 0.60% | 13,181 | 99 | 0.8% | $2.01万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $265.62万 | 0.60% | 6,121 | 101 | 1.7% | $4.38万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $264.19万 | 0.59% | 4,371 | -6 | -0.1% | -$3,626 | 减仓 |
| WM | WASTE MGMT INC DEL | $260.29万 | 0.58% | 11,327 | 1 | 0.0% | $230 | 加仓 |
| AMGN | AMGEN INC | $260.07万 | 0.58% | 7,392 | -64 | -0.9% | -$2.25万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $256.02万 | 0.57% | 23,094 | -248 | -1.1% | -$2.75万 | 减仓 |
| NVS | NOVARTIS AG | $253.06万 | 0.57% | 16,567 | 366 | 2.3% | $5.59万 | 加仓 |
| — | HONEYWELL INTL INC | $246.51万 | 0.55% | 10,906 | 199 | 1.9% | $4.50万 | 加仓 |
| MUNI | PIMCO ETF TR | $220.16万 | 0.49% | 42,185 | 810 | 2.0% | $4.23万 | 加仓 |
| AMZN | AMAZON COM INC | $213.15万 | 0.48% | 10,234 | 140 | 1.4% | $2.92万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $195.04万 | 0.44% | 32,159 | 1,396 | 4.5% | $8.47万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $194.96万 | 0.44% | 9,369 | -326 | -3.4% | -$6.78万 | 减仓 |
| COWZ | PACER FDS TR | $181.26万 | 0.41% | 28,974 | -664 | -2.2% | -$4.15万 | 减仓 |
| SNDK | SANDISK CORP | $176.75万 | 0.40% | 2,782 | 2,782 | — | $176.75万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $176.69万 | 0.40% | 51,603 | 51,603 | — | $176.69万 | 新建仓 |
| SMMU | PIMCO ETF TR | $173.96万 | 0.39% | 34,481 | 862 | 2.6% | $4.35万 | 加仓 |
| GEV | GE VERNOVA INC | $173.93万 | 0.39% | 1,993 | -5 | -0.3% | -$4,363 | 减仓 |
| IWM | ISHARES TR | $170.21万 | 0.38% | 6,863 | -101 | -1.5% | -$2.50万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $167.28万 | 0.37% | 12,587 | -150 | -1.2% | -$1.99万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $166.66万 | 0.37% | 5,164 | 32 | 0.6% | $1.03万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $160.03万 | 0.36% | 8,119 | -157 | -1.9% | -$3.09万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $153.89万 | 0.34% | 11,042 | 667 | 6.4% | $9.30万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $153.72万 | 0.34% | 6,134 | -88 | -1.4% | -$2.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $152.38万 | 0.34% | 10,417 | -1,217 | -10.5% | -$17.80万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $151.73万 | 0.34% | 9,464 | 116 | 1.2% | $1.86万 | 加仓 |
| VST | VISTRA CORP | $149.36万 | 0.33% | 9,936 | 6 | 0.1% | $902 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $144.93万 | 0.32% | 6,289 | -25 | -0.4% | -$5,761 | 减仓 |
| SUB | ISHARES TR | $132.05万 | 0.30% | 12,399 | 77 | 0.6% | $8,201 | 加仓 |
| RSG | REPUBLIC SVCS INC | $130.00万 | 0.29% | 5,935 | 474 | 8.7% | $10.38万 | 加仓 |
| GE | GE AEROSPACE | $118.51万 | 0.27% | 4,176 | 324 | 8.4% | $9.19万 | 加仓 |
| META | META PLATFORMS INC | $108.69万 | 0.24% | 1,900 | 43 | 2.3% | $2.46万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $108.66万 | 0.24% | 2,668 | 134 | 5.3% | $5.46万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $108.53万 | 0.24% | 6,978 | 582 | 9.1% | $9.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $106.62万 | 0.24% | 2,225 | -56 | -2.5% | -$2.68万 | 减仓 |
| BE | BLOOM ENERGY CORP | $103.63万 | 0.23% | 7,648 | 7,648 | — | $103.63万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $100.26万 | 0.22% | 10,032 | 446 | 4.7% | $4.46万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $92.85万 | 0.21% | 7,562 | 206 | 2.8% | $2.53万 | 加仓 |
| IAG | IAMGOLD CORP | $88.67万 | 0.20% | 47,113 | 47,113 | — | $88.67万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $88.18万 | 0.20% | 43,205 | -1,816 | -4.0% | -$3.71万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $87.55万 | 0.20% | 15,446 | -686 | -4.3% | -$3.89万 | 减仓 |
| MCD | MCDONALDS CORP | $82.95万 | 0.19% | 2,669 | 15 | 0.6% | $4,662 | 加仓 |
| — | EXXON MOBIL CORP | $76.54万 | 0.17% | 4,511 | -64 | -1.4% | -$1.09万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $74.08万 | 0.17% | 3,646 | 51 | 1.4% | $1.04万 | 加仓 |
| GLD | SPDR GOLD TR | $71.69万 | 0.16% | 1,666 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $65.61万 | 0.15% | 1,574 | 3 | 0.2% | $1,251 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $64.76万 | 0.15% | 3,917 | 6 | 0.2% | $992 | 加仓 |
| — | PROSHARES TR II | $44.92万 | 0.10% | 7,309 | -149 | -2.0% | -$9,158 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $41.81万 | 0.09% | 8,367 | -583 | -6.5% | -$2.91万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $40.73万 | 0.09% | 5,569 | -278 | -4.8% | -$2.03万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $40.56万 | 0.09% | 9,044 | -410 | -4.3% | -$1.84万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $39.78万 | 0.09% | 2,401 | 1 | 0.0% | $166 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $38.70万 | 0.09% | 7,323 | 7,323 | — | $38.70万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $38.59万 | 0.09% | 3,065 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $37.04万 | 0.08% | 1,515 | -36 | -2.3% | -$8,801 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $33.75万 | 0.08% | 2,087 | -174 | -7.7% | -$2.81万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $33.29万 | 0.07% | 5,453 | -266 | -4.7% | -$1.62万 | 减仓 |
| CVX | CHEVRON CORPORATION | $30.24万 | 0.07% | 1,461 | -100 | -6.4% | -$2.07万 | 减仓 |
| MO | ALTRIA GROUP INC | $29.64万 | 0.07% | 4,491 | 18 | 0.4% | $1,188 | 加仓 |
| ABBV | ABBVIE INC | $29.05万 | 0.07% | 1,336 | -16 | -1.2% | -$3,479 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.70万 | 0.06% | 1,334 | 5 | 0.4% | $1,076 | 加仓 |
| RTX | RTX CORPORATION | $26.35万 | 0.06% | 1,366 | -14 | -1.0% | -$2,701 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.07万 | 0.05% | 1,666 | 21 | 1.3% | $3,034 | 加仓 |
| ECL | ECOLAB INC | $23.78万 | 0.05% | 894 | -19 | -2.1% | -$5,054 | 减仓 |
| REMX | VANECK ETF TRUST | $23.36万 | 0.05% | 2,655 | 2,655 | — | $23.36万 | 新建仓 |
| KO | COCA COLA CO | $23.07万 | 0.05% | 3,034 | -39 | -1.3% | -$2,966 | 减仓 |
| PPL | PPL CORP | $22.67万 | 0.05% | 5,936 | 327 | 5.8% | $1.25万 | 重新持有 |
| XBI | SPDR SERIES TRUST | $22.65万 | 0.05% | 1,773 | -72 | -3.9% | -$9,198 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $22.54万 | 0.05% | 3,835 | -302 | -7.3% | -$1.77万 | 减仓 |
| DXJ | WISDOMTREE TR | $20.14万 | 0.05% | 1,270 | 1,270 | — | $20.14万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -91,750 | -100.0% | -$502.52万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -16,607 | -100.0% | -$155.71万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -13,611 | -100.0% | -$143.85万 | 清仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $0 | 0.00% | 0 | -83,655 | -100.0% | -$137.70万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -7,373 | -100.0% | -$67.25万 | 清仓 |