David J Yvars Group
UNIVERSITY PARK FL · SEC CIK 0001836266
$2.12亿2026Q2 申报市值
106持仓数
64.8%前十大占比 · 第一大 20.9%
15 / 5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
AVGO 加仓+$97.00万
LRCX 新建仓+$90.57万
QTUM 加仓+$64.04万
MRVL 新建仓+$40.66万
EQIX 新建仓+$33.46万
2026Q2 卖出最多 按季末市值估算
MSFT 清仓-$949.74万
SHLD 减仓-$71.43万
BST 减仓-$44.33万
IVV 减仓-$40.44万
GE 减仓-$37.94万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -25,659 | -100.0% | -$949.74万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,637 | -100.0% | -$23.95万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -399 | -100.0% | -$23.86万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,020 | -100.0% | -$21.12万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -12,808 | -100.0% | -$15.75万 | 清仓 |
| — | NEURONETICS INC | $3.58万 | 0.02% | 27,550 | 7,250 | 35.7% | $9,425 | 加仓 |
| — | NUVEEN NY DIVI ADV | $11.86万 | 0.06% | 10,112 | 10,112 | — | $11.86万 | 新建仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $12.45万 | 0.06% | 13,790 | 101 | 0.7% | $912 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $14.96万 | 0.07% | 11,451 | 207 | 1.8% | $2,703 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $16.39万 | 0.08% | 15,508 | 15,508 | — | $16.39万 | 新建仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $17.17万 | 0.08% | 13,950 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE EQUITY ALPHA FD | $17.50万 | 0.08% | 11,000 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $20.49万 | 0.10% | 1,141 | 1,141 | — | $20.49万 | 新建仓 |
| ITOT | ISHARES TR | $20.50万 | 0.10% | 1,248 | 1,248 | — | $20.50万 | 新建仓 |
| CRM | SALESFORCE INC | $20.53万 | 0.10% | 1,310 | -40 | -3.0% | -$6,267 | 减仓 |
| SCO | PROSHARES TR II | $21.36万 | 0.10% | 6,100 | 6,100 | — | $21.36万 | 新建仓 |
| TWLO | TWILIO INC | $22.08万 | 0.10% | 1,070 | 1,070 | — | $22.08万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.16万 | 0.10% | 655 | 0 | 0.0% | — | 重新持有 |
| VGT | VANGUARD WORLD FD | $22.32万 | 0.11% | 1,868 | 1,868 | — | $22.32万 | 新建仓 |
| V | VISA INC | $22.41万 | 0.11% | 653 | 0 | 0.0% | — | 重新持有 |
| MDB | MONGODB INC | $22.77万 | 0.11% | 678 | 200 | 41.8% | $6.72万 | 重新持有 |
| D | DOMINION ENERGY INC | $23.33万 | 0.11% | 3,417 | 2 | 0.1% | $137 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $23.39万 | 0.11% | 19,300 | 2,200 | 12.9% | $2.67万 | 加仓 |
| AGG | ISHARES TR | $23.59万 | 0.11% | 2,383 | 2,383 | — | $23.59万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $23.64万 | 0.11% | 21,740 | 273 | 1.3% | $2,969 | 加仓 |
| MA | MASTERCARD INCORPORATED | $23.86万 | 0.11% | 465 | 465 | — | $23.86万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $24.19万 | 0.11% | 8,617 | -3,766 | -30.4% | -$10.57万 | 减仓 |
| T | AT&T INC | $24.85万 | 0.12% | 12,003 | -161 | -1.3% | -$3,333 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $25.14万 | 0.12% | 768 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $25.14万 | 0.12% | 4,211 | -11,964 | -74.0% | -$71.43万 | 减仓 |
| RTX | RTX CORPORATION | $25.21万 | 0.12% | 1,329 | 60 | 4.7% | $1.14万 | 加仓 |
| ANGL | VANECK ETF TRUST | $25.64万 | 0.12% | 8,768 | -6,309 | -41.8% | -$18.45万 | 减仓 |
| SLV | ISHARES SILVER TR | $26.02万 | 0.12% | 4,867 | -2 | -0.0% | -$107 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $26.37万 | 0.12% | 1,038 | -20 | -1.9% | -$5,080 | 减仓 |
| IVE | ISHARES TR | $26.38万 | 0.12% | 1,162 | -10 | -0.9% | -$2,270 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.57万 | 0.13% | 531 | 531 | — | $26.57万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $26.64万 | 0.13% | 879 | 879 | — | $26.64万 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $27.65万 | 0.13% | 11,800 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $28.16万 | 0.13% | 2,048 | -19 | -0.9% | -$2,613 | 减仓 |
| VUG | VANGUARD INDEX FDS | $28.27万 | 0.13% | 3,282 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $29.44万 | 0.14% | 148 | 148 | — | $29.44万 | 新建仓 |
| GLD | SPDR GOLD TR | $30.94万 | 0.15% | 840 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $31.33万 | 0.15% | 37,882 | -2,364 | -5.9% | -$1.96万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $32.49万 | 0.15% | 25,625 | -1,225 | -4.6% | -$1.55万 | 减仓 |
| EQIX | EQUINIX INC | $33.46万 | 0.16% | 321 | 321 | — | $33.46万 | 新建仓 |
| HD | HOME DEPOT INC | $36.54万 | 0.17% | 1,036 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $38.87万 | 0.18% | 2,530 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $40.32万 | 0.19% | 41,827 | 10,797 | 34.8% | $10.41万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $40.66万 | 0.19% | 1,365 | 1,365 | — | $40.66万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $41.02万 | 0.19% | 32,050 | 15,800 | 97.2% | $20.22万 | 加仓 |
| NFLX | NETFLIX INC. | $41.88万 | 0.20% | 5,865 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $43.81万 | 0.21% | 5,437 | 525 | 10.7% | $4.23万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $45.17万 | 0.21% | 17,274 | 158 | 0.9% | $4,132 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $45.64万 | 0.22% | 3,336 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $46.29万 | 0.22% | 640 | -10 | -1.5% | -$7,232 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $46.63万 | 0.22% | 32,315 | -317 | -1.0% | -$4,574 | 减仓 |
| FIX | COMFORT SYS USA INC | $47.57万 | 0.22% | 240 | 70 | 41.2% | $13.87万 | 加仓 |
| TSLA | TESLA INC | $47.86万 | 0.23% | 1,138 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $50.02万 | 0.24% | 1,590 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $51.81万 | 0.24% | 28,164 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $53.47万 | 0.25% | 55,071 | -7,860 | -12.5% | -$7.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.65万 | 0.29% | 1,044 | -165 | -13.6% | -$9.59万 | 减仓 |
| EEM | ISHARES TR | $65.10万 | 0.31% | 9,516 | 1,569 | 19.7% | $10.73万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $65.24万 | 0.31% | 33,185 | 11,685 | 54.3% | $22.97万 | 加仓 |
| SO | SOUTHERN CO | $65.37万 | 0.31% | 6,830 | -105 | -1.5% | -$1.01万 | 减仓 |
| HDV | ISHARES TR | $65.84万 | 0.31% | 24,022 | -713 | -2.9% | -$1.95万 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $66.01万 | 0.31% | 12,254 | -6,329 | -34.1% | -$34.09万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $69.03万 | 0.33% | 25,699 | 5,045 | 24.4% | $13.55万 | 加仓 |
| WMT | WALMART INC | $74.47万 | 0.35% | 6,576 | 10 | 0.2% | $1,133 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $74.76万 | 0.35% | 2,005 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $76.22万 | 0.36% | 1,596 | 113 | 7.6% | $5.40万 | 加仓 |
| GE | GE AEROSPACE | $76.56万 | 0.36% | 2,048 | -1,015 | -33.1% | -$37.94万 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $79.37万 | 0.37% | 17,415 | -1,306 | -7.0% | -$5.95万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $83.36万 | 0.39% | 3,101 | -379 | -10.9% | -$10.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $85.42万 | 0.40% | 740 | -15 | -2.0% | -$1.73万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $86.87万 | 0.41% | 7,852 | 11 | 0.1% | $1,217 | 加仓 |
| META | META PLATFORMS INC | $88.78万 | 0.42% | 1,576 | -130 | -7.6% | -$7.32万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $89.35万 | 0.42% | 19,508 | 33 | 0.2% | $1,511 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $89.92万 | 0.42% | 62,104 | 13,813 | 28.6% | $20.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $90.57万 | 0.43% | 2,090 | 2,090 | — | $90.57万 | 新建仓 |
| — | EXXON MOBIL CORP | $92.21万 | 0.44% | 6,745 | -457 | -6.3% | -$6.25万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $92.38万 | 0.44% | 45,208 | 1,816 | 4.2% | $3.71万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $93.15万 | 0.44% | 97,410 | 849 | 0.9% | $8,118 | 加仓 |
| LLY | ELI LILLY & CO | $107.07万 | 0.51% | 893 | 0 | 0.0% | — | 不变 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $111.84万 | 0.53% | 22,303 | -8,839 | -28.4% | -$44.33万 | 减仓 |
| AIQ | GLOBAL X FDS | $114.52万 | 0.54% | 17,455 | -1,325 | -7.1% | -$8.69万 | 减仓 |
| EFA | ISHARES TR | $114.98万 | 0.54% | 11,069 | -266 | -2.3% | -$2.76万 | 减仓 |
| VV | VANGUARD INDEX FDS | $132.18万 | 0.62% | 3,844 | 42 | 1.1% | $1.44万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $133.93万 | 0.63% | 8,098 | 3,872 | 91.6% | $64.04万 | 加仓 |
| CAT | CATERPILLAR INC | $144.94万 | 0.68% | 1,361 | -16 | -1.2% | -$1.70万 | 减仓 |
| GOOG | ALPHABET INC | $164.69万 | 0.78% | 4,661 | 65 | 1.4% | $2.30万 | 加仓 |
| AMZN | AMAZON COM INC | $173.20万 | 0.82% | 7,266 | -460 | -6.0% | -$10.96万 | 减仓 |
| GOOGL | ALPHABET INC | $193.35万 | 0.91% | 5,410 | 526 | 10.8% | $18.80万 | 加仓 |
| DVY | ISHARES TR | $227.21万 | 1.07% | 14,515 | 823 | 6.0% | $12.88万 | 加仓 |
| AVGO | BROADCOM INC | $247.79万 | 1.17% | 6,560 | 2,568 | 64.3% | $97.00万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $288.52万 | 1.36% | 6,284 | -793 | -11.2% | -$36.41万 | 减仓 |
| HYG | ISHARES TR | $294.87万 | 1.39% | 36,873 | -1,050 | -2.8% | -$8.40万 | 减仓 |
| IJR | ISHARES TR | $317.28万 | 1.50% | 21,393 | 1,065 | 5.2% | $15.79万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $412.63万 | 1.95% | 12,100 | -472 | -3.8% | -$16.10万 | 减仓 |
| BE | BLOOM ENERGY CORP | $414.56万 | 1.96% | 13,708 | 5 | 0.0% | $1,512 | 加仓 |