CGN Advisors LLC
MANHATTAN KS · SEC CIK 0001841506
$12.66亿2026Q1 申报市值
317持仓数
36.3%前十大占比 · 第一大 6.7%
12 / 7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
JSCP 加仓+$1,801.28万
VSDB 新建仓+$541.48万
JCPB 加仓+$444.71万
VCRB 加仓+$320.45万
ISHARES TR 加仓+$208.15万
2026Q1 卖出最多 按季末市值估算
JMBS 减仓-$755.77万
SPIB 减仓-$700.31万
VGIT 减仓-$349.00万
ISTB 减仓-$196.57万
GOOG 减仓-$137.00万
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 |
|---|---|---|---|---|---|---|---|---|
| SLYV | SPDR SERIES TRUST | $51.69万 | 0.04% | 5,465 | 511 | 10.3% | $4.83万 | 加仓 |
| — | CALAMOS ETF TR | $52.54万 | 0.04% | 22,444 | 22,444 | — | $52.54万 | 新建仓 |
| ITA | ISHARES TR | $52.63万 | 0.04% | 2,406 | -66 | -2.7% | -$1.44万 | 减仓 |
| IBDV | ISHARES TR | $52.97万 | 0.04% | 24,200 | -12,590 | -34.2% | -$27.56万 | 减仓 |
| SHLD | GLOBAL X FDS | $53.57万 | 0.04% | 7,562 | -233 | -3.0% | -$1.65万 | 减仓 |
| ORCL | ORACLE CORP | $54.33万 | 0.04% | 3,693 | -280 | -7.0% | -$4.12万 | 减仓 |
| VO | VANGUARD INDEX FDS | $54.43万 | 0.04% | 1,895 | -136 | -6.7% | -$3.91万 | 减仓 |
| USFR | WISDOMTREE TR | $54.91万 | 0.04% | 10,908 | -10,655 | -49.4% | -$53.64万 | 减仓 |
| IVE | ISHARES TR | $55.14万 | 0.04% | 2,611 | 0 | 0.0% | — | 不变 |
| XBB | BONDBLOXX ETF TRUST | $55.54万 | 0.04% | 13,649 | -4,219 | -23.6% | -$17.17万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $55.62万 | 0.04% | 5,035 | -6,045 | -54.6% | -$66.78万 | 减仓 |
| ESGE | ISHARES INC | $55.70万 | 0.04% | 12,250 | -655 | -5.1% | -$2.98万 | 减仓 |
| IWM | ISHARES TR | $57.41万 | 0.05% | 2,315 | -277 | -10.7% | -$6.87万 | 减仓 |
| HGER | HARBOR ETF TRUST | $58.23万 | 0.05% | 18,777 | 856 | 4.8% | $2.65万 | 加仓 |
| EFV | ISHARES TR | $59.18万 | 0.05% | 7,959 | 115 | 1.5% | $8,550 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $59.46万 | 0.05% | 2,129 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $59.62万 | 0.05% | 4,393 | -131 | -2.9% | -$1.78万 | 减仓 |
| IEFA | ISHARES TR | $62.02万 | 0.05% | 6,851 | 2,631 | 62.3% | $23.82万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $62.68万 | 0.05% | 13,450 | 795 | 6.3% | $3.71万 | 加仓 |
| IAU | ISHARES GOLD TR | $62.85万 | 0.05% | 7,129 | 92 | 1.3% | $8,111 | 加仓 |
| VLUE | ISHARES TR | $63.88万 | 0.05% | 4,493 | -35 | -0.8% | -$4,976 | 减仓 |
| IBDU | ISHARES TR | $67.97万 | 0.05% | 29,222 | -11,909 | -29.0% | -$27.70万 | 减仓 |
| IVW | ISHARES TR | $69.78万 | 0.06% | 6,169 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $70.99万 | 0.06% | 27,686 | -25,151 | -47.6% | -$64.49万 | 减仓 |
| XEMD | BONDBLOXX ETF TRUST | $71.08万 | 0.06% | 16,174 | 931 | 6.1% | $4.09万 | 加仓 |
| VAW | VANGUARD WORLD FD | $73.21万 | 0.06% | 3,249 | -10 | -0.3% | -$2,253 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $73.55万 | 0.06% | 3,709 | 9 | 0.2% | $1,785 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $74.38万 | 0.06% | 28,841 | 5,282 | 22.4% | $13.62万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $75.55万 | 0.06% | 1,225 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $76.54万 | 0.06% | 2,561 | -12 | -0.5% | -$3,586 | 减仓 |
| ITOT | ISHARES TR | $79.05万 | 0.06% | 5,550 | 148 | 2.7% | $2.11万 | 加仓 |
| — | EXXON MOBIL CORP | $79.62万 | 0.06% | 4,693 | 16 | 0.3% | $2,715 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $83.19万 | 0.07% | 27,114 | -2,069 | -7.1% | -$6.35万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $83.83万 | 0.07% | 18,375 | -3,923 | -17.6% | -$17.90万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $84.76万 | 0.07% | 17,541 | 1,287 | 7.9% | $6.22万 | 加仓 |
| GGG | GRACO INC | $85.06万 | 0.07% | 10,048 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $88.09万 | 0.07% | 8,271 | -471 | -5.4% | -$5.02万 | 减仓 |
| AOM | ISHARES TR | $90.34万 | 0.07% | 19,072 | 13,225 | 226.2% | $62.65万 | 加仓 |
| ESML | ISHARES TR | $92.74万 | 0.07% | 19,724 | -946 | -4.6% | -$4.45万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $94.94万 | 0.07% | 18,759 | 36 | 0.2% | $1,822 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $100.47万 | 0.08% | 24,999 | 670 | 2.8% | $2.69万 | 加仓 |
| IBDR | ISHARES TR | $102.34万 | 0.08% | 42,221 | -14,964 | -26.2% | -$36.27万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $103.11万 | 0.08% | 24,317 | 1,627 | 7.2% | $6.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $103.99万 | 0.08% | 2,170 | 7 | 0.3% | $3,354 | 加仓 |
| IAGG | ISHARES TR | $104.26万 | 0.08% | 20,835 | 4,861 | 30.4% | $24.32万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $104.67万 | 0.08% | 18,467 | 2,934 | 18.9% | $16.63万 | 加仓 |
| BAC | BANK AMERICA CORP | $104.75万 | 0.08% | 21,487 | -445 | -2.0% | -$2.17万 | 减仓 |
| IBDS | ISHARES TR | $105.06万 | 0.08% | 43,340 | -12,118 | -21.9% | -$29.37万 | 减仓 |
| IXUS | ISHARES TR | $105.98万 | 0.08% | 12,232 | -430 | -3.4% | -$3.73万 | 减仓 |
| VDE | VANGUARD WORLD FD | $107.18万 | 0.08% | 6,194 | 1 | 0.0% | $173 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $107.22万 | 0.08% | 18,005 | -58,606 | -76.5% | -$349.00万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $111.29万 | 0.09% | 31,429 | 4,950 | 18.7% | $17.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $112.79万 | 0.09% | 1,887 | 7 | 0.4% | $4,184 | 加仓 |
| PFF | ISHARES TR | $113.02万 | 0.09% | 37,277 | 2,656 | 7.7% | $8.05万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $113.59万 | 0.09% | 35,025 | 239 | 0.7% | $7,751 | 加仓 |
| IBDT | ISHARES TR | $116.46万 | 0.09% | 45,979 | -10,464 | -18.5% | -$26.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $121.10万 | 0.10% | 41,573 | 2,073 | 5.2% | $6.04万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $123.97万 | 0.10% | 17,283 | -3 | -0.0% | -$215 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $125.53万 | 0.10% | 27,753 | 7,581 | 37.6% | $34.29万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $126.19万 | 0.10% | 31,159 | 2,783 | 9.8% | $11.27万 | 加仓 |
| CI | THE CIGNA GROUP | $126.76万 | 0.10% | 4,752 | 8 | 0.2% | $2,134 | 加仓 |
| GOOG | ALPHABET INC | $128.74万 | 0.10% | 4,488 | -4,776 | -51.6% | -$137.00万 | 减仓 |
| IEMG | ISHARES INC | $129.02万 | 0.10% | 18,497 | 1,644 | 9.8% | $11.47万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $131.42万 | 0.10% | 44,086 | 659 | 1.5% | $1.96万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $131.52万 | 0.10% | 26,015 | 6,785 | 35.3% | $34.30万 | 加仓 |
| EFA | ISHARES TR | $133.15万 | 0.11% | 13,708 | -466 | -3.3% | -$4.53万 | 减仓 |
| NUDM | NUSHARES ETF TR | $136.01万 | 0.11% | 37,665 | -241 | -0.6% | -$8,703 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $138.29万 | 0.11% | 3,318 | 219 | 7.1% | $9.13万 | 加仓 |
| GOLD | GOLD COM INC | $141.08万 | 0.11% | 35,200 | 13,200 | 60.0% | $52.91万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $141.41万 | 0.11% | 2,916 | 698 | 31.5% | $33.85万 | 加仓 |
| MET | METLIFE INC | $144.81万 | 0.11% | 20,476 | 3,067 | 17.6% | $21.69万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $147.09万 | 0.12% | 10,634 | 1 | 0.0% | $138 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $147.33万 | 0.12% | 62,296 | 1,894 | 3.1% | $4.48万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $149.93万 | 0.12% | 19,426 | -198 | -1.0% | -$1.53万 | 减仓 |
| PPG | PPG INDS INC | $150.49万 | 0.12% | 14,080 | -902 | -6.0% | -$9.64万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $153.31万 | 0.12% | 5,072 | -80 | -1.6% | -$2.42万 | 减仓 |
| IJH | ISHARES TR | $158.65万 | 0.13% | 23,494 | -963 | -3.9% | -$6.50万 | 减仓 |
| ESGD | ISHARES TR | $159.01万 | 0.13% | 16,629 | -458 | -2.7% | -$4.38万 | 减仓 |
| USHY | ISHARES TR | $160.18万 | 0.13% | 43,480 | 2,687 | 6.6% | $9.90万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $164.05万 | 0.13% | 65,359 | -1,837 | -2.7% | -$4.61万 | 减仓 |
| NOW | SERVICENOW INC | $170.07万 | 0.13% | 16,267 | 3,245 | 24.9% | $33.93万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $170.19万 | 0.13% | 8,270 | 1,160 | 16.3% | $23.87万 | 加仓 |
| APH | AMPHENOL CORP | $170.72万 | 0.13% | 13,511 | 1,731 | 14.7% | $21.87万 | 加仓 |
| AOA | ISHARES TR | $172.25万 | 0.14% | 19,466 | 276 | 1.4% | $2.44万 | 加仓 |
| NUE | NUCOR CORP | $174.43万 | 0.14% | 10,315 | -695 | -6.3% | -$11.75万 | 减仓 |
| NULG | NUSHARES ETF TR | $174.56万 | 0.14% | 19,195 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $175.35万 | 0.14% | 21,813 | 3,047 | 16.2% | $24.49万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $176.57万 | 0.14% | 23,069 | -828 | -3.5% | -$6.34万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $178.00万 | 0.14% | 5,917 | 99 | 1.7% | $2.98万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $179.59万 | 0.14% | 19,056 | -608 | -3.1% | -$5.73万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $181.06万 | 0.14% | 29,512 | 921 | 3.2% | $5.65万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $182.73万 | 0.14% | 36,278 | 15,430 | 74.0% | $77.72万 | 加仓 |
| IDEV | ISHARES TR | $188.01万 | 0.15% | 22,497 | 90 | 0.4% | $7,521 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $189.11万 | 0.15% | 17,009 | 90 | 0.5% | $1.00万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $189.15万 | 0.15% | 62,018 | 1,480 | 2.4% | $4.51万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $189.98万 | 0.15% | 21,418 | 1,043 | 5.1% | $9.25万 | 加仓 |
| SNPS | SYNOPSYS INC | $190.34万 | 0.15% | 4,801 | -40 | -0.8% | -$1.59万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $190.83万 | 0.15% | 14,993 | 57 | 0.4% | $7,255 | 加仓 |
| ICSH | ISHARES TR | $192.66万 | 0.15% | 38,060 | 5,689 | 17.6% | $28.80万 | 加仓 |
| ITT | ITT INC | $196.65万 | 0.16% | 10,321 | -205 | -1.9% | -$3.91万 | 减仓 |