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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7,213.80万 | 14.06% | 1,463,839 | 9,445 | 0.6% | $46.54万 | 加仓 |
| DGRW | WISDOMTREE TR | $6,392.67万 | 12.46% | 668,549 | 4,804 | 0.7% | $45.94万 | 加仓 |
| NOBL | PROSHARES TR | $4,356.71万 | 8.49% | 775,768 | 9,372 | 1.2% | $52.63万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,553.97万 | 6.92% | 398,427 | -236 | -0.1% | -$2.11万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,915.86万 | 5.68% | 617,766 | -411 | -0.1% | -$1.94万 | 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 |
| QGRO | AMERICAN CENTY ETF TR | $1,566.29万 | 3.05% | 132,680 | -1,960 | -1.5% | -$23.14万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,545.09万 | 3.01% | 23,557 | -1,588 | -6.3% | -$104.16万 | 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 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $1,432.52万 | 2.79% | 160,632 | -897 | -0.6% | -$8.00万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $992.29万 | 1.93% | 79,536 | 3,688 | 4.9% | $46.01万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $960.38万 | 1.87% | 106,887 | 4,043 | 3.9% | $36.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $746.35万 | 1.45% | 12,848 | -333 | -2.5% | -$19.34万 | 减仓 |
| AAPL | APPLE INC | $662.32万 | 1.29% | 22,889 | 37 | 0.2% | $1.07万 | 加仓 |
| AVGO | BROADCOM INC | $647.86万 | 1.26% | 17,150 | -186 | -1.1% | -$7.03万 | 减仓 |
| SNDK | SANDISK CORP | $624.82万 | 1.22% | 2,748 | -34 | -1.2% | -$7.73万 | 减仓 |
| KRE | SPDR SERIES TRUST | $582.67万 | 1.14% | 77,844 | 4,809 | 6.6% | $36.00万 | 加仓 |
| LLY | ELI LILLY & CO | $556.33万 | 1.08% | 4,638 | -13 | -0.3% | -$1.56万 | 减仓 |
| AIQ | GLOBAL X FDS | $525.10万 | 1.02% | 80,034 | 2,868 | 3.7% | $18.82万 | 加仓 |
| GOOG | ALPHABET INC | $455.65万 | 0.89% | 12,896 | 68 | 0.5% | $2.40万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $436.37万 | 0.85% | 103,899 | 4,387 | 4.4% | $18.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $419.80万 | 0.82% | 20,981 | 182 | 0.9% | $3.64万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $330.79万 | 0.64% | 9,700 | 236 | 2.5% | $8.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $329.09万 | 0.64% | 8,822 | 298 | 3.5% | $11.12万 | 加仓 |
| XBI | SPDR SERIES TRUST | $302.52万 | 0.59% | 19,117 | 17,344 | 978.2% | $274.47万 | 加仓 |
| MRK | MERCK & CO INC | $302.17万 | 0.59% | 23,515 | 278 | 1.2% | $3.57万 | 加仓 |
| GDX | VANECK ETF TRUST | $290.15万 | 0.57% | 38,456 | -2,988 | -7.2% | -$22.54万 | 减仓 |
| AMGN | AMGEN INC | $271.02万 | 0.53% | 7,484 | 92 | 1.2% | $3.33万 | 加仓 |
| MCK | MCKESSON CORP | $270.44万 | 0.53% | 3,579 | -49 | -1.4% | -$3.70万 | 减仓 |
| NVS | NOVARTIS AG | $260.70万 | 0.51% | 16,635 | 68 | 0.4% | $1.07万 | 加仓 |
| WM | WASTE MGMT INC DEL | $255.61万 | 0.50% | 11,468 | 141 | 1.2% | $3.14万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $255.45万 | 0.50% | 6,151 | 30 | 0.5% | $1.25万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $250.02万 | 0.49% | 13,123 | 536 | 4.3% | $10.21万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $249.17万 | 0.49% | 8,575 | 31 | 0.4% | $9,008 | 加仓 |
| AMZN | AMAZON COM INC | $248.16万 | 0.48% | 10,412 | 178 | 1.7% | $4.24万 | 加仓 |
| GEV | GE VERNOVA INC | $238.65万 | 0.46% | 2,031 | 38 | 1.9% | $4.47万 | 加仓 |
| BE | BLOOM ENERGY CORP | $235.96万 | 0.46% | 7,795 | 147 | 1.9% | $4.45万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $227.29万 | 0.44% | 9,231 | -138 | -1.5% | -$3.40万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $225.22万 | 0.44% | 4,421 | 50 | 1.1% | $2.55万 | 加仓 |
| VOLT | TEMA ETF TRUST | $225.21万 | 0.44% | 53,763 | 2,160 | 4.2% | $9.05万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $224.53万 | 0.44% | 2,675 | 7 | 0.3% | $5,876 | 加仓 |
| MUNI | PIMCO ETF TR | $224.17万 | 0.44% | 42,617 | 432 | 1.0% | $2.27万 | 加仓 |
| IWM | ISHARES TR | $218.16万 | 0.43% | 7,261 | 398 | 5.8% | $11.96万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $207.26万 | 0.40% | 6,190 | 56 | 0.9% | $1.88万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $206.58万 | 0.40% | 4,056 | 29 | 0.7% | $1.48万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $197.78万 | 0.39% | 7,927 | -192 | -2.4% | -$4.79万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $190.58万 | 0.37% | 33,075 | 916 | 2.8% | $5.28万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $190.40万 | 0.37% | 5,106 | -58 | -1.1% | -$2.16万 | 减仓 |
| AMAT | APPLIED MATLS INC | $190.24万 | 0.37% | 2,631 | 2,631 | — | $190.24万 | 新建仓 |
| COWZ | PACER FDS TR | $178.87万 | 0.35% | 28,757 | -217 | -0.7% | -$1.35万 | 减仓 |
| SMMU | PIMCO ETF TR | $175.59万 | 0.34% | 34,770 | 289 | 0.8% | $1.46万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $174.94万 | 0.34% | 6,507 | 218 | 3.5% | $5.86万 | 加仓 |
| RDDT | REDDIT INC | $169.55万 | 0.33% | 9,768 | 9,768 | — | $169.55万 | 新建仓 |
| GE | GE AEROSPACE | $160.32万 | 0.31% | 4,290 | 114 | 2.7% | $4.26万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $144.15万 | 0.28% | 11,409 | 367 | 3.3% | $4.64万 | 加仓 |
| SUB | ISHARES TR | $132.81万 | 0.26% | 12,474 | 75 | 0.6% | $7,985 | 加仓 |
| RSG | REPUBLIC SVCS INC | $131.13万 | 0.26% | 6,154 | 219 | 3.7% | $4.67万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $125.20万 | 0.24% | 10,731 | 314 | 3.0% | $3.66万 | 加仓 |
| HON | HONEYWELL INTL INC | $119.50万 | 0.23% | 5,337 | -5,569 | -51.1% | -$124.69万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $117.99万 | 0.23% | 5,337 | 5,337 | — | $117.99万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $111.34万 | 0.22% | 2,225 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $104.82万 | 0.20% | 6,180 | 6,180 | — | $104.82万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $102.53万 | 0.20% | 10,155 | 123 | 1.2% | $1.24万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $91.91万 | 0.18% | 45,119 | 1,914 | 4.4% | $3.90万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $91.66万 | 0.18% | 16,229 | 783 | 5.1% | $4.42万 | 加仓 |
| IAG | IAMGOLD CORP | $82.43万 | 0.16% | 52,038 | 4,925 | 10.5% | $7.80万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $81.91万 | 0.16% | 3,658 | 12 | 0.3% | $2,687 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $77.52万 | 0.15% | 1,578 | 4 | 0.3% | $1,965 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $74.80万 | 0.15% | 2,511 | 2,511 | — | $74.80万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $70.96万 | 0.14% | 3,923 | 6 | 0.2% | $1,085 | 加仓 |
| — | EXXON MOBIL CORP | $62.35万 | 0.12% | 4,560 | 49 | 1.1% | $6,699 | 加仓 |
| GLD | SPDR GOLD TR | $61.37万 | 0.12% | 1,666 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $59.08万 | 0.12% | 2,185 | -484 | -18.1% | -$13.09万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $58.61万 | 0.11% | 3,164 | 1,077 | 51.6% | $19.95万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $57.76万 | 0.11% | 11,364 | 2,997 | 35.8% | $15.23万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $51.63万 | 0.10% | 3,065 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $42.61万 | 0.08% | 5,689 | 120 | 2.2% | $8,988 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $42.44万 | 0.08% | 2,403 | 2 | 0.1% | $353 | 加仓 |
| DIVO | AMPLIFY ETF TR | $41.77万 | 0.08% | 9,140 | 96 | 1.1% | $4,387 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $38.98万 | 0.08% | 1,535 | 20 | 1.3% | $5,078 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $38.95万 | 0.08% | 7,323 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $35.07万 | 0.07% | 1,394 | 58 | 4.3% | $1.46万 | 加仓 |
| MO | ALTRIA GROUP INC | $32.42万 | 0.06% | 4,506 | 15 | 0.3% | $1,079 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.71万 | 0.06% | 1,340 | 6 | 0.4% | $1,420 | 加仓 |
| CHAT | TIDAL TRUST II | $30.44万 | 0.06% | 3,085 | 3,085 | — | $30.44万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $30.31万 | 0.06% | 5,462 | 9 | 0.2% | $499 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $27.57万 | 0.05% | 13,098 | 13,098 | — | $27.57万 | 新建仓 |
| RTX | RTX CORPORATION | $26.48万 | 0.05% | 1,395 | 29 | 2.1% | $5,504 | 加仓 |
| ECL | ECOLAB INC | $26.09万 | 0.05% | 936 | 42 | 4.7% | $1.17万 | 加仓 |
| KO | COCA COLA CO | $25.94万 | 0.05% | 3,191 | 157 | 5.2% | $1.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $25.67万 | 0.05% | 1,750 | 84 | 5.0% | $1.23万 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.30万 | 0.05% | 1,526 | 65 | 4.4% | $1.08万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $25.17万 | 0.05% | 4,002 | 167 | 4.4% | $1.05万 | 加仓 |
| ETN | EATON CORP PLC | $24.89万 | 0.05% | 584 | -1,473 | -71.6% | -$62.78万 | 重新持有 |
| GLW | CORNING INC | $24.55万 | 0.05% | 961 | 961 | — | $24.55万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $24.20万 | 0.05% | 1,463 | 1,463 | — | $24.20万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $23.62万 | 0.05% | 2,435 | 2,435 | — | $23.62万 | 新建仓 |
| REMX | VANECK ETF TRUST | $23.50万 | 0.05% | 2,655 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $22.87万 | 0.04% | 333 | 2 | 0.6% | $1,373 | 重新持有 |
| DXJ | WISDOMTREE TR | $22.18万 | 0.04% | 1,278 | 8 | 0.6% | $1,388 | 加仓 |