Journey Advisory Group, LLC
COVINGTON KY · SEC CIK 0001840085
$11.73亿2026Q1 申报市值
244持仓数
31.1%前十大占比 · 第一大 5.5%
10 / 24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
PYLD 新建仓+$6,026.22万
SGOV 加仓+$5,544.55万
DBND 加仓+$1,699.42万
TOTL 加仓+$1,261.52万
ILF 加仓+$899.21万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$3,926.05万
IJH 减仓-$3,209.63万
IBDR 减仓-$1,858.63万
QUAL 减仓-$891.51万
MCHI 减仓-$861.99万
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 |
|---|---|---|---|---|---|---|---|---|
| IQLT | ISHARES TR | $64.07万 | 0.05% | 13,859 | -80,598 | -85.3% | -$372.61万 | 减仓 |
| IWB | ISHARES TR | $65.46万 | 0.06% | 1,836 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $65.50万 | 0.06% | 3,224 | -14,271 | -81.6% | -$289.94万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $66.05万 | 0.06% | 1,955 | -21,093 | -91.5% | -$712.61万 | 减仓 |
| IWF | ISHARES TR | $66.52万 | 0.06% | 1,560 | -17 | -1.1% | -$7,249 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $66.69万 | 0.06% | 5,222 | 377 | 7.8% | $4.81万 | 加仓 |
| GEV | GE VERNOVA INC | $67.74万 | 0.06% | 776 | 98 | 14.5% | $8.55万 | 加仓 |
| IVW | ISHARES TR | $68.07万 | 0.06% | 6,018 | -90 | -1.5% | -$1.02万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.13万 | 0.06% | 3,349 | -1,050 | -23.9% | -$21.36万 | 减仓 |
| KO | COCA COLA CO | $69.21万 | 0.06% | 9,101 | -670 | -6.9% | -$5.10万 | 减仓 |
| COP | CONOCOPHILLIPS | $70.04万 | 0.06% | 5,306 | -181 | -3.3% | -$2.39万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $70.97万 | 0.06% | 13,960 | 4,437 | 46.6% | $22.56万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.98万 | 0.06% | 4,903 | -1,169 | -19.3% | -$17.16万 | 减仓 |
| BAC | BANK AMERICA CORP | $75.88万 | 0.06% | 15,563 | -1,906 | -10.9% | -$9.29万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $75.98万 | 0.06% | 3,959 | -88 | -2.2% | -$1.69万 | 减仓 |
| LOW | LOWES COS INC | $79.25万 | 0.07% | 3,354 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $79.67万 | 0.07% | 1,824 | -1,128 | -38.2% | -$49.27万 | 减仓 |
| SLV | ISHARES SILVER TR | $80.36万 | 0.07% | 11,793 | -6,201 | -34.5% | -$42.25万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $83.63万 | 0.07% | 4,019 | -100 | -2.4% | -$2.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $85.92万 | 0.07% | 6,561 | -1,030 | -13.6% | -$13.49万 | 减仓 |
| SO | SOUTHERN CO | $85.96万 | 0.07% | 8,906 | 58 | 0.7% | $5,598 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $87.40万 | 0.07% | 1,896 | 523 | 38.1% | $24.11万 | 加仓 |
| NDAQ | NASDAQ INC | $87.52万 | 0.07% | 10,310 | 654 | 6.8% | $5.55万 | 加仓 |
| PFE | PFIZER INC | $87.64万 | 0.07% | 31,798 | -7,677 | -19.4% | -$21.16万 | 减仓 |
| DIS | DISNEY WALT CO | $90.62万 | 0.08% | 9,160 | -838 | -8.4% | -$8.29万 | 减仓 |
| — | HONEYWELL INTL INC | $91.34万 | 0.08% | 4,041 | 15 | 0.4% | $3,390 | 加仓 |
| AR | ANTERO RESOURCES CORP | $93.37万 | 0.08% | 22,000 | -3,975 | -15.3% | -$16.87万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $93.74万 | 0.08% | 6,464 | -4,872 | -43.0% | -$70.65万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $94.11万 | 0.08% | 8,524 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $95.78万 | 0.08% | 11,600 | -15,025 | -56.4% | -$124.06万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $96.38万 | 0.08% | 12,191 | -34,501 | -73.9% | -$272.76万 | 减仓 |
| BOXX | EA SERIES TRUST | $97.22万 | 0.08% | 8,360 | -14,968 | -64.2% | -$174.06万 | 减仓 |
| DVY | ISHARES TR | $97.55万 | 0.08% | 6,443 | -3,250 | -33.5% | -$49.21万 | 减仓 |
| VO | VANGUARD INDEX FDS | $99.23万 | 0.08% | 3,455 | -842 | -19.6% | -$24.18万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $100.69万 | 0.09% | 15,584 | -270 | -1.7% | -$1.74万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $100.77万 | 0.09% | 16,941 | -700 | -4.0% | -$4.16万 | 减仓 |
| VGT | VANGUARD WORLD FD | $109.47万 | 0.09% | 1,569 | -49 | -3.0% | -$3.42万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $115.65万 | 0.10% | 2,665 | -15 | -0.6% | -$6,510 | 减仓 |
| IBDU | ISHARES TR | $116.53万 | 0.10% | 50,100 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $119.46万 | 0.10% | 10,070 | -579 | -5.4% | -$6.87万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $123.75万 | 0.11% | 2,552 | 871 | 51.8% | $42.24万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $124.57万 | 0.11% | 7,711 | -150 | -1.9% | -$2.42万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $124.65万 | 0.11% | 16,926 | -533,127 | -96.9% | -$3,926.05万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $129.90万 | 0.11% | 21,205 | -1,225 | -5.5% | -$7.50万 | 减仓 |
| PEP | PEPSICO INC | $130.33万 | 0.11% | 8,393 | -592 | -6.6% | -$9.19万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $135.81万 | 0.12% | 2,202 | -55 | -2.4% | -$3.39万 | 减仓 |
| INTC | INTEL CORP | $137.79万 | 0.12% | 31,225 | -3,000 | -8.8% | -$13.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $138.20万 | 0.12% | 7,044 | -84 | -1.2% | -$1.65万 | 减仓 |
| ETN | EATON CORP PLC | $140.81万 | 0.12% | 3,937 | -715 | -15.4% | -$25.57万 | 减仓 |
| TSLA | TESLA INC | $141.52万 | 0.12% | 3,822 | -148 | -3.7% | -$5.48万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $144.76万 | 0.12% | 5,044 | -600 | -10.6% | -$17.22万 | 减仓 |
| SYK | STRYKER CORPORATION | $145.37万 | 0.12% | 4,424 | 541 | 13.9% | $17.78万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $147.32万 | 0.13% | 4,105 | -1,350 | -24.7% | -$48.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $148.44万 | 0.13% | 4,627 | -450 | -8.9% | -$14.44万 | 减仓 |
| EFA | ISHARES TR | $150.01万 | 0.13% | 15,478 | 60 | 0.4% | $5,815 | 加仓 |
| CB | CHUBB LTD SWITZ | $156.40万 | 0.13% | 4,828 | -32 | -0.7% | -$1.04万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $159.86万 | 0.14% | 15,571 | -1,128 | -6.8% | -$11.58万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $160.29万 | 0.14% | 32,468 | 1,000 | 3.2% | $4.94万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $160.49万 | 0.14% | 3,212 | 459 | 16.7% | $22.93万 | 加仓 |
| EMR | EMERSON ELEC CO | $162.92万 | 0.14% | 12,435 | -20 | -0.2% | -$2,620 | 减仓 |
| DE | DEERE & CO | $169.71万 | 0.14% | 3,046 | -275 | -8.3% | -$15.32万 | 减仓 |
| USB | US BANCORP | $169.85万 | 0.14% | 32,657 | -1,263 | -3.7% | -$6.57万 | 减仓 |
| ORCL | ORACLE CORP | $198.17万 | 0.17% | 13,471 | -1,243 | -8.4% | -$18.29万 | 减仓 |
| MCHI | ISHARES TR | $210.11万 | 0.18% | 37,399 | -153,433 | -80.4% | -$861.99万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $214.10万 | 0.18% | 28,508 | -3,222 | -10.2% | -$24.20万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $216.31万 | 0.18% | 8,924 | -5,350 | -37.5% | -$129.68万 | 减仓 |
| AMGN | AMGEN INC | $221.76万 | 0.19% | 6,303 | -626 | -9.0% | -$22.02万 | 减仓 |
| UNP | UNION PAC CORP | $223.62万 | 0.19% | 9,217 | -276 | -2.9% | -$6.70万 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $224.86万 | 0.19% | 822 | 822 | — | $224.86万 | 新建仓 |
| MLPX | GLOBAL X FDS | $232.17万 | 0.20% | 31,400 | 31,400 | — | $232.17万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $239.10万 | 0.20% | 7,075 | -13 | -0.2% | -$4,393 | 减仓 |
| MELI | MERCADOLIBRE INC | $242.24万 | 0.21% | 1,401 | 1,401 | — | $242.24万 | 新建仓 |
| KLAC | KLA CORP | $248.10万 | 0.21% | 1,685 | 542 | 47.4% | $79.80万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $250.76万 | 0.21% | 231,541 | 2,532 | 1.1% | $2.74万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $253.13万 | 0.22% | 173,374 | 1,944 | 1.1% | $2.84万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $257.58万 | 0.22% | 116,359 | 116,359 | — | $257.58万 | 新建仓 |
| STOT | SSGA ACTIVE TR | $264.59万 | 0.23% | 56,141 | -96,300 | -63.2% | -$453.86万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $265.67万 | 0.23% | 32,823 | 5,767 | 21.3% | $46.68万 | 加仓 |
| MOS | MOSAIC CO | $271.17万 | 0.23% | 106,343 | 106,343 | — | $271.17万 | 新建仓 |
| MRK | MERCK & CO INC | $273.38万 | 0.23% | 23,689 | 215 | 0.9% | $2.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $275.25万 | 0.23% | 5,744 | -1,010 | -15.0% | -$48.40万 | 减仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $276.69万 | 0.24% | 198,768 | 1,842 | 0.9% | $2.56万 | 加仓 |
| SAP | SAP SE | $303.26万 | 0.26% | 17,713 | 16,068 | 976.8% | $275.10万 | 加仓 |
| CME | CME GROUP INC | $323.82万 | 0.28% | 10,964 | -1,219 | -10.0% | -$36.00万 | 减仓 |
| CAT | CATERPILLAR INC | $334.68万 | 0.29% | 4,724 | -399 | -7.8% | -$28.27万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $335.80万 | 0.29% | 18,854 | -2,803 | -12.9% | -$49.92万 | 减仓 |
| CPA | COPA HOLDINGS SA | $341.57万 | 0.29% | 30,065 | 30,065 | — | $341.57万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $342.85万 | 0.29% | 15,830 | -1,115 | -6.6% | -$24.15万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $350.95万 | 0.30% | 30,314 | -470 | -1.5% | -$5.44万 | 减仓 |
| AMAT | APPLIED MATLS INC | $362.81万 | 0.31% | 10,615 | -2,625 | -19.8% | -$89.72万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $365.38万 | 0.31% | 96,764 | 86,387 | 832.5% | $326.20万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $379.36万 | 0.32% | 29,805 | -2,169 | -6.8% | -$27.61万 | 减仓 |
| SNA | SNAP ON INC | $386.26万 | 0.33% | 10,634 | 48 | 0.5% | $1.74万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $410.37万 | 0.35% | 157,593 | 157,593 | — | $410.37万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $412.17万 | 0.35% | 7,141 | -331 | -4.4% | -$19.10万 | 减仓 |
| MCD | MCDONALDS CORP | $418.38万 | 0.36% | 13,462 | -240 | -1.8% | -$7.46万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $418.58万 | 0.36% | 26,602 | -200 | -0.7% | -$3.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $419.33万 | 0.36% | 13,863 | -503 | -3.5% | -$15.21万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $423.76万 | 0.36% | 20,877 | -4,750 | -18.5% | -$96.42万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.37% | 6 | 0 | 0.0% | — | 不变 |