Journey Advisory Group, LLC
COVINGTON KY · SEC CIK 0001840085
$13.08亿2026Q2 申报市值
282持仓数
28.4%前十大占比 · 第一大 4.8%
42 / 9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
IGV 新建仓+$2,228.89万
MTUM 加仓+$1,613.70万
QQQ 加仓+$853.49万
IHI 新建仓+$662.42万
CLX 新建仓+$623.67万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$4,595.63万
DBND 减仓-$1,021.44万
TOTL 减仓-$973.65万
AAXJ 减仓-$529.09万
NMR 重新持有-$520.13万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $314.85万 | 0.24% | 6,292 | 548 | 9.5% | $27.42万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $308.58万 | 0.24% | 6,150 | 5,273 | 601.3% | $264.58万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $304.24万 | 0.23% | 10,819 | 1,895 | 21.2% | $53.29万 | 加仓 |
| MRK | MERCK & CO INC | $297.46万 | 0.23% | 23,149 | -540 | -2.3% | -$6.94万 | 减仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $278.11万 | 0.21% | 197,661 | -1,107 | -0.6% | -$1.56万 | 减仓 |
| JBS | JBS N.V. | $277.58万 | 0.21% | 233,000 | -134,865 | -36.7% | -$160.67万 | 减仓 |
| STOT | SSGA ACTIVE TR | $265.26万 | 0.20% | 56,367 | 226 | 0.4% | $1.06万 | 加仓 |
| AAXJ | ISHARES TR | $258.03万 | 0.20% | 21,623 | -44,338 | -67.2% | -$529.09万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $254.51万 | 0.19% | 230,114 | -1,427 | -0.6% | -$1.58万 | 减仓 |
| UNP | UNION PAC CORP | $249.89万 | 0.19% | 9,187 | -30 | -0.3% | -$8,160 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $247.26万 | 0.19% | 171,944 | -1,430 | -0.8% | -$2.06万 | 减仓 |
| MOS | MOSAIC CO | $246.58万 | 0.19% | 116,366 | 10,023 | 9.4% | $21.24万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $245.00万 | 0.19% | 33,090 | 267 | 0.8% | $1.98万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $241.08万 | 0.18% | 28,785 | 277 | 1.0% | $2.32万 | 加仓 |
| CME | CME GROUP INC | $240.75万 | 0.18% | 10,902 | -62 | -0.6% | -$1.37万 | 减仓 |
| AMGN | AMGEN INC | $232.72万 | 0.18% | 6,427 | 124 | 2.0% | $4.49万 | 加仓 |
| BOXX | EA SERIES TRUST | $229.23万 | 0.18% | 19,577 | 11,217 | 134.2% | $131.34万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $221.98万 | 0.17% | 56,757 | 56,757 | — | $221.98万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $214.12万 | 0.16% | 1,855 | -100 | -5.1% | -$11.54万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $203.23万 | 0.16% | 4,105 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $197.89万 | 0.15% | 13,503 | 32 | 0.2% | $4,690 | 加仓 |
| EFA | ISHARES TR | $197.03万 | 0.15% | 18,967 | 3,489 | 22.5% | $36.24万 | 加仓 |
| USB | US BANCORP | $196.95万 | 0.15% | 32,607 | -50 | -0.2% | -$3,020 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $194.49万 | 0.15% | 3,348 | -1 | -0.0% | -$581 | 减仓 |
| DE | DEERE & CO | $191.31万 | 0.15% | 3,016 | -30 | -1.0% | -$1.90万 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW | $190.56万 | 0.15% | 61,292 | 61,292 | — | $190.56万 | 新建仓 |
| EMR | EMERSON ELEC CO | $186.02万 | 0.14% | 12,995 | 560 | 4.5% | $8.02万 | 加仓 |
| MCHI | ISHARES TR | $181.26万 | 0.14% | 35,523 | -1,876 | -5.0% | -$9.57万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $176.22万 | 0.13% | 3,431 | 219 | 6.8% | $11.25万 | 加仓 |
| ETN | EATON CORP PLC | $173.69万 | 0.13% | 4,076 | 139 | 3.5% | $5.92万 | 加仓 |
| CB | CHUBB LIMITED | $173.06万 | 0.13% | 5,079 | 251 | 5.2% | $8.55万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $172.45万 | 0.13% | 32,168 | -300 | -0.9% | -$1.61万 | 减仓 |
| AGI | ALAMOS GOLD INC | $170.98万 | 0.13% | 56,354 | 56,354 | — | $170.98万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $170.77万 | 0.13% | 4,615 | -12 | -0.3% | -$4,440 | 减仓 |
| TSLA | TESLA INC | $170.47万 | 0.13% | 4,053 | 231 | 6.0% | $9.72万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $163.74万 | 0.13% | 2,328 | 126 | 5.7% | $8.86万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $158.68万 | 0.12% | 5,044 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $153.75万 | 0.12% | 7,055 | 11 | 0.2% | $2,397 | 加仓 |
| VGT | VANGUARD WORLD FD | $149.45万 | 0.11% | 12,504 | -48 | -0.4% | -$5,737 | 减仓 |
| BTG | B2GOLD CORP | $148.67万 | 0.11% | 397,522 | 397,522 | — | $148.67万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $147.87万 | 0.11% | 4,964 | 859 | 20.9% | $25.59万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $145.62万 | 0.11% | 10,070 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $141.90万 | 0.11% | 4,507 | 83 | 1.9% | $2.61万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $141.26万 | 0.11% | 15,489 | -95 | -0.6% | -$8,664 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $140.33万 | 0.11% | 7,576 | -135 | -1.8% | -$2.50万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $135.31万 | 0.10% | 14,912 | -659 | -4.2% | -$5.98万 | 减仓 |
| DY | DYCOM INDS INC | $134.64万 | 0.10% | 2,663 | 2,663 | — | $134.64万 | 新建仓 |
| BAC | BANK OF AMER CORP | $119.21万 | 0.09% | 20,921 | 5,358 | 34.4% | $30.53万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $118.67万 | 0.09% | 16,166 | -760 | -4.5% | -$5.58万 | 减仓 |
| PEP | PEPSICO INC | $117.52万 | 0.09% | 8,680 | 287 | 3.4% | $3.89万 | 加仓 |
| IBDU | ISHARES TR | $116.03万 | 0.09% | 50,100 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $113.77万 | 0.09% | 4,454 | 308 | 7.4% | $7.87万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $112.67万 | 0.09% | 2,713 | 48 | 1.8% | $1.99万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $112.09万 | 0.09% | 21,105 | -100 | -0.5% | -$5,311 | 减仓 |
| SPTM | SPDR SERIES TRUST | $110.68万 | 0.08% | 12,191 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $106.17万 | 0.08% | 6,240 | -224 | -3.5% | -$3.81万 | 减仓 |
| VO | VANGUARD INDEX FDS | $101.18万 | 0.08% | 12,558 | -1,262 | -9.1% | -$10.17万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $101.14万 | 0.08% | 8,624 | 100 | 1.2% | $1.17万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $98.77万 | 0.08% | 17,141 | 200 | 1.2% | $1.15万 | 加仓 |
| DIS | DISNEY WALT CO | $98.60万 | 0.08% | 10,242 | 1,082 | 11.8% | $10.42万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $96.44万 | 0.07% | 3,917 | -102 | -2.5% | -$2.51万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $96.01万 | 0.07% | 2,310 | 1,175 | 103.5% | $48.84万 | 重新持有 |
| SHY | ISHARES TR | $95.25万 | 0.07% | 11,600 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $94.58万 | 0.07% | 805 | 29 | 3.7% | $3.41万 | 加仓 |
| CSCO | CISCO SYS INC | $93.46万 | 0.07% | 7,957 | 382 | 5.0% | $4.49万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $91.91万 | 0.07% | 10,670 | -274 | -2.5% | -$2.36万 | 减仓 |
| DVY | ISHARES TR | $91.01万 | 0.07% | 5,823 | -620 | -9.6% | -$9.69万 | 减仓 |
| SO | SOUTHERN CO | $87.14万 | 0.07% | 9,105 | 199 | 2.2% | $1.90万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $84.09万 | 0.06% | 6,643 | 82 | 1.2% | $1.04万 | 加仓 |
| PFE | PFIZER INC | $83.33万 | 0.06% | 34,607 | 2,809 | 8.8% | $6.76万 | 加仓 |
| IVW | ISHARES TR | $82.86万 | 0.06% | 6,025 | 7 | 0.1% | $963 | 加仓 |
| NDAQ | NASDAQ INC | $82.43万 | 0.06% | 10,458 | 148 | 1.4% | $1.17万 | 加仓 |
| NUE | NUCOR CORP | $81.76万 | 0.06% | 3,670 | -24 | -0.6% | -$5,346 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $80.58万 | 0.06% | 3,787 | -172 | -4.3% | -$3.66万 | 减仓 |
| IWB | ISHARES TR | $75.18万 | 0.06% | 1,836 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $73.95万 | 0.06% | 3,354 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $73.13万 | 0.06% | 1,839 | -57 | -3.0% | -$2.27万 | 减仓 |
| KO | COCA COLA CO | $72.74万 | 0.06% | 8,950 | -151 | -1.7% | -$1.23万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $71.04万 | 0.05% | 5,077 | -145 | -2.8% | -$2.03万 | 减仓 |
| IWF | ISHARES TR | $70.67万 | 0.05% | 5,691 | -549 | -8.8% | -$6.82万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $67.18万 | 0.05% | 2,035 | -10 | -0.5% | -$3,301 | 减仓 |
| IQLT | ISHARES TR | $65.22万 | 0.05% | 13,163 | -696 | -5.0% | -$3.45万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $64.45万 | 0.05% | 19,044 | 19,044 | — | $64.45万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $63.48万 | 0.05% | 2,835 | -389 | -12.1% | -$8.71万 | 减仓 |
| SLV | ISHARES SILVER TR | $62.80万 | 0.05% | 11,744 | -49 | -0.4% | -$2,620 | 减仓 |
| PSX | PHILLIPS 66 | $62.63万 | 0.05% | 3,705 | 233 | 6.7% | $3.94万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $61.98万 | 0.05% | 6,717 | 2,663 | 65.7% | $24.57万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $61.83万 | 0.05% | 2,286 | 67 | 3.0% | $1.81万 | 加仓 |
| ALAB | ASTERA LABS INC | $61.39万 | 0.05% | 1,271 | -14 | -1.1% | -$6,762 | 重新持有 |
| NEAR | ISHARES U S ETF TR | $60.74万 | 0.05% | 11,990 | -1,970 | -14.1% | -$9.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.56万 | 0.05% | 5,105 | 202 | 4.1% | $2.36万 | 加仓 |
| PAVE | GLOBAL X FDS | $58.19万 | 0.04% | 9,876 | -1,000 | -9.2% | -$5.89万 | 减仓 |
| DHR | DANAHER CORP DEL | $57.15万 | 0.04% | 3,000 | 1,535 | 104.8% | $29.24万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $56.95万 | 0.04% | 3,628 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $56.56万 | 0.04% | 1,068 | 283 | 36.1% | $14.99万 | 加仓 |
| COP | CONOCOPHILLIPS | $55.82万 | 0.04% | 5,369 | 63 | 1.2% | $6,549 | 加仓 |
| IVE | ISHARES TR | $52.81万 | 0.04% | 2,326 | 12 | 0.5% | $2,725 | 加仓 |
| IAU | ISHARES GOLD TR | $52.31万 | 0.04% | 6,927 | -308 | -4.3% | -$2.33万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $51.70万 | 0.04% | 2,858 | 87 | 3.1% | $1.57万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $50.85万 | 0.04% | 5,379 | -1,596 | -22.9% | -$15.09万 | 减仓 |