David J Yvars Group
UNIVERSITY PARK FL · SEC CIK 0001836266
$1.79亿2026Q1 申报市值
92持仓数
67.4%前十大占比 · 第一大 21.8%
8 / 6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
AVGO 新建仓+$123.57万
SHLD 加仓+$65.67万
NZF 新建仓+$32.70万
HWM 加仓+$31.81万
AMD 新建仓+$24.59万
2026Q1 卖出最多 按季末市值估算
NFLX 减仓-$86.68万
META 减仓-$80.66万
DASH 清仓-$41.67万
SOFI 清仓-$34.82万
SPOT 减仓-$30.74万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,891.42万 | 21.75% | 59,583 | -109 | -0.2% | -$7.12万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,806.69万 | 10.10% | 31,313 | -118 | -0.4% | -$6.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,561.89万 | 8.73% | 89,708 | -425 | -0.5% | -$7.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $949.74万 | 5.31% | 25,659 | 255 | 1.0% | $9.44万 | 加仓 |
| IJH | ISHARES TR | $921.91万 | 5.15% | 136,518 | 350 | 0.3% | $2.36万 | 加仓 |
| IDEV | ISHARES TR | $714.23万 | 3.99% | 85,465 | -1,131 | -1.3% | -$9.45万 | 减仓 |
| LQD | ISHARES TR | $673.33万 | 3.76% | 61,780 | 2,138 | 3.6% | $23.30万 | 加仓 |
| CWB | SPDR SERIES TRUST | $572.65万 | 3.20% | 62,571 | 1,314 | 2.1% | $12.03万 | 加仓 |
| AAPL | APPLE INC | $550.99万 | 3.08% | 21,713 | 69 | 0.3% | $1.75万 | 加仓 |
| BAC | BANK AMERICA CORP | $408.59万 | 2.28% | 83,813 | 2 | 0.0% | $97 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $378.70万 | 2.12% | 28,495 | 75 | 0.3% | $9,968 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $343.17万 | 1.92% | 7,077 | -634 | -8.2% | -$30.74万 | 减仓 |
| HYG | ISHARES TR | $301.72万 | 1.69% | 37,923 | 871 | 2.4% | $6.93万 | 加仓 |
| IJR | ISHARES TR | $252.70万 | 1.41% | 20,328 | -43 | -0.2% | -$5,345 | 减仓 |
| DVY | ISHARES TR | $207.02万 | 1.16% | 13,692 | 374 | 2.8% | $5.65万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $201.55万 | 1.13% | 12,572 | -471 | -3.6% | -$7.55万 | 减仓 |
| BE | BLOOM ENERGY CORP | $185.44万 | 1.04% | 13,703 | 1,378 | 11.2% | $18.65万 | 加仓 |
| AMZN | AMAZON COM INC | $160.84万 | 0.90% | 7,726 | -584 | -7.0% | -$12.16万 | 减仓 |
| GOOGL | ALPHABET INC | $140.44万 | 0.78% | 4,884 | -486 | -9.1% | -$13.98万 | 减仓 |
| GOOG | ALPHABET INC | $131.83万 | 0.74% | 4,596 | 171 | 3.9% | $4.91万 | 加仓 |
| AVGO | BROADCOM INC | $123.57万 | 0.69% | 3,992 | 3,992 | — | $123.57万 | 新建仓 |
| — | EXXON MOBIL CORP | $122.18万 | 0.68% | 7,202 | -88 | -1.2% | -$1.49万 | 减仓 |
| SHLD | GLOBAL X FDS | $114.58万 | 0.64% | 16,175 | 9,270 | 134.3% | $65.67万 | 加仓 |
| VV | VANGUARD INDEX FDS | $113.64万 | 0.64% | 3,802 | 1 | 0.0% | $299 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $112.26万 | 0.63% | 31,142 | -498 | -1.6% | -$1.80万 | 减仓 |
| EFA | ISHARES TR | $110.10万 | 0.62% | 11,335 | -280 | -2.4% | -$2.72万 | 减仓 |
| META | META PLATFORMS INC | $97.59万 | 0.55% | 1,706 | -1,410 | -45.3% | -$80.66万 | 减仓 |
| CAT | CATERPILLAR INC | $97.55万 | 0.55% | 1,377 | 50 | 3.8% | $3.54万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $89.41万 | 0.50% | 19,475 | 35 | 0.2% | $1,607 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $88.74万 | 0.50% | 7,841 | -174 | -2.2% | -$1.97万 | 减仓 |
| AIQ | GLOBAL X FDS | $87.65万 | 0.49% | 18,780 | -7 | -0.0% | -$327 | 减仓 |
| GE | GE AEROSPACE | $86.93万 | 0.49% | 3,063 | 720 | 30.7% | $20.43万 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $83.67万 | 0.47% | 18,721 | -3,589 | -16.1% | -$16.04万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $82.60万 | 0.46% | 96,561 | 840 | 0.9% | $7,186 | 加仓 |
| LLY | ELI LILLY & CO | $82.09万 | 0.46% | 893 | 1 | 0.1% | $919 | 加仓 |
| WMT | WALMART INC | $81.61万 | 0.46% | 6,566 | -81 | -1.2% | -$1.01万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $80.21万 | 0.45% | 3,480 | 1,380 | 65.7% | $31.81万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $72.98万 | 0.41% | 43,392 | 11,518 | 36.1% | $19.37万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $70.49万 | 0.39% | 18,583 | 783 | 4.4% | $2.97万 | 加仓 |
| HDV | ISHARES TR | $67.15万 | 0.38% | 4,947 | -45 | -0.9% | -$6,108 | 减仓 |
| SO | SOUTHERN CO | $66.94万 | 0.37% | 6,935 | -98 | -1.4% | -$9,459 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $65.45万 | 0.37% | 48,291 | 4,826 | 11.1% | $6.54万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $64.70万 | 0.36% | 2,005 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $56.39万 | 0.32% | 5,865 | -9,015 | -60.6% | -$86.68万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $53.27万 | 0.30% | 62,931 | 370 | 0.6% | $3,132 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.12万 | 0.28% | 1,483 | 100 | 7.2% | $3.38万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $48.25万 | 0.27% | 20,654 | -482 | -2.3% | -$1.13万 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $46.58万 | 0.26% | 32,632 | -556 | -1.7% | -$7,937 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $45.79万 | 0.26% | 28,164 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $45.63万 | 0.26% | 1,590 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $45.34万 | 0.25% | 4,226 | 487 | 13.0% | $5.23万 | 加仓 |
| EEM | ISHARES TR | $45.13万 | 0.25% | 7,947 | -118 | -1.5% | -$6,701 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $43.73万 | 0.24% | 3,336 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $43.29万 | 0.24% | 15,077 | -3,312 | -18.0% | -$9.51万 | 减仓 |
| TSLA | TESLA INC | $42.31万 | 0.24% | 1,138 | 100 | 9.6% | $3.72万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $40.38万 | 0.23% | 21,500 | 372 | 1.8% | $6,986 | 加仓 |
| GLD | SPDR GOLD TR | $36.14万 | 0.20% | 840 | -85 | -9.2% | -$3.66万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $35.98万 | 0.20% | 17,116 | -237 | -1.4% | -$4,982 | 减仓 |
| VO | VANGUARD INDEX FDS | $35.27万 | 0.20% | 1,228 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $35.26万 | 0.20% | 12,164 | -1,452 | -10.7% | -$4.21万 | 减仓 |
| HD | HOME DEPOT INC | $34.06万 | 0.19% | 1,036 | 1 | 0.1% | $329 | 加仓 |
| SLV | ISHARES SILVER TR | $33.18万 | 0.19% | 4,869 | -1,005 | -17.1% | -$6.85万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $32.88万 | 0.18% | 40,246 | -1,684 | -4.0% | -$1.38万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $32.70万 | 0.18% | 26,850 | 26,850 | — | $32.70万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $27.24万 | 0.15% | 31,030 | 617 | 2.0% | $5,417 | 加仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $26.51万 | 0.15% | 12,383 | 237 | 2.0% | $5,074 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.86万 | 0.14% | 1,058 | -39 | -3.6% | -$9,532 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $25.51万 | 0.14% | 755 | 35 | 4.9% | $1.18万 | 加仓 |
| CRM | SALESFORCE INC | $25.20万 | 0.14% | 1,350 | -335 | -19.9% | -$6.25万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $25.06万 | 0.14% | 11,800 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $24.75万 | 0.14% | 1,172 | -136 | -10.4% | -$2.87万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.59万 | 0.14% | 1,209 | 1,209 | — | $24.59万 | 新建仓 |
| RTX | RTX CORPORATION | $24.48万 | 0.14% | 1,269 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.95万 | 0.13% | 1,637 | 310 | 23.4% | $4.53万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $23.89万 | 0.13% | 547 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $23.86万 | 0.13% | 399 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $23.44万 | 0.13% | 170 | 170 | — | $23.44万 | 新建仓 |
| IVW | ISHARES TR | $23.38万 | 0.13% | 2,067 | -345 | -14.3% | -$3.90万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $23.34万 | 0.13% | 21,467 | -226 | -1.0% | -$2,457 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $22.59万 | 0.13% | 768 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $22.22万 | 0.12% | 650 | 650 | — | $22.22万 | 新建仓 |
| NOW | SERVICENOW INC | $21.12万 | 0.12% | 2,020 | 100 | 5.2% | $1.05万 | 加仓 |
| D | DOMINION ENERGY INC | $21.11万 | 0.12% | 3,415 | -128 | -3.6% | -$7,912 | 减仓 |
| FTNT | FORTINET INC | $20.68万 | 0.12% | 2,530 | 2,530 | — | $20.68万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $20.04万 | 0.11% | 16,250 | 16,250 | — | $20.04万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $19.66万 | 0.11% | 17,100 | 17,100 | — | $19.66万 | 新建仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $16.14万 | 0.09% | 13,950 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW JERSEY | $15.75万 | 0.09% | 12,808 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE EQUITY ALPHA FD | $15.52万 | 0.09% | 11,000 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH YIELD BOND FUND IN | $14.80万 | 0.08% | 11,244 | 166 | 1.5% | $2,185 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $9.03万 | 0.05% | 13,689 | -73 | -0.5% | -$482 | 减仓 |
| — | NEURONETICS INC | $2.94万 | 0.02% | 20,300 | -10,930 | -35.0% | -$1.58万 | 减仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,840 | -100.0% | -$41.67万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,300 | -100.0% | -$34.82万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -33,600 | -100.0% | -$30.91万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -35,300 | -100.0% | -$24.46万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QYLD | GLOBAL X FDS 看涨期权 | $0 | 0.00% | 0 | -295,700 | -100.0% | -$5.22万 | 清仓 |