CGN Advisors LLC
MANHATTAN KS · SEC CIK 0001841506
$13.70亿2026Q2 申报市值
322持仓数
37.1%前十大占比 · 第一大 6.6%
10 / 7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
DFUS 重新持有+$1,162.24万
AVDE 加仓+$693.88万
JCPB 加仓+$635.10万
DIMENSIONAL ETF 加仓+$527.74万
SPDW 加仓+$315.77万
2026Q2 卖出最多 按季末市值估算
IQDG 减仓-$1,247.36万
QUAL 减仓-$802.05万
DGRW 减仓-$780.48万
SPYG 减仓-$329.98万
SNY 清仓-$261.77万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $50.68万 | 0.04% | 3,458 | -235 | -6.4% | -$3.44万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $51.95万 | 0.04% | 3,984 | -8 | -0.2% | -$1,043 | 减仓 |
| — | CALAMOS ETF TR | $52.52万 | 0.04% | 22,496 | 52 | 0.2% | $1,214 | 加仓 |
| ABBV | ABBVIE INC | $52.94万 | 0.04% | 2,104 | 73 | 3.6% | $1.84万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.98万 | 0.04% | 2,133 | 4 | 0.2% | $994 | 加仓 |
| HGER | HARBOR ETF TRUST | $53.81万 | 0.04% | 18,340 | -437 | -2.3% | -$1.28万 | 减仓 |
| — | EXXON MOBIL CORP | $54.00万 | 0.04% | 3,950 | -743 | -15.8% | -$10.16万 | 减仓 |
| USFR | WISDOMTREE TR | $54.82万 | 0.04% | 10,888 | -20 | -0.2% | -$1,007 | 减仓 |
| GWW | WW GRAINGER INC | $54.82万 | 0.04% | 403 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $55.58万 | 0.04% | 7,360 | 231 | 3.2% | $1.74万 | 加仓 |
| INTC | INTEL CORP | $55.98万 | 0.04% | 4,009 | -717 | -15.2% | -$10.01万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $56.15万 | 0.04% | 9,520 | -8,485 | -47.1% | -$50.04万 | 减仓 |
| ITA | ISHARES TR | $58.33万 | 0.04% | 2,406 | 0 | 0.0% | — | 不变 |
| XBB | BONDBLOXX ETF TRUST | $59.58万 | 0.04% | 14,534 | 885 | 6.5% | $3.63万 | 加仓 |
| IVE | ISHARES TR | $59.79万 | 0.04% | 2,633 | 22 | 0.8% | $4,996 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.33万 | 0.04% | 1,263 | 578 | 84.4% | $27.61万 | 加仓 |
| HDV | ISHARES TR | $60.52万 | 0.04% | 22,080 | 115 | 0.5% | $3,152 | 加仓 |
| EFV | ISHARES TR | $60.88万 | 0.04% | 7,953 | -6 | -0.1% | -$459 | 减仓 |
| VO | VANGUARD INDEX FDS | $61.92万 | 0.05% | 7,685 | 105 | 1.4% | $8,460 | 加仓 |
| IBDU | ISHARES TR | $63.75万 | 0.05% | 27,526 | -1,696 | -5.8% | -$3.93万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $63.89万 | 0.05% | 5,121 | 86 | 1.7% | $1.07万 | 加仓 |
| IEFA | ISHARES TR | $65.21万 | 0.05% | 6,752 | -99 | -1.4% | -$9,561 | 减仓 |
| VGT | VANGUARD WORLD FD | $65.40万 | 0.05% | 5,472 | -200 | -3.5% | -$2.39万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $66.45万 | 0.05% | 14,034 | 584 | 4.3% | $2.77万 | 加仓 |
| ESGE | ISHARES INC | $67.09万 | 0.05% | 12,267 | 17 | 0.1% | $930 | 加仓 |
| VAW | VANGUARD WORLD FD | $68.59万 | 0.05% | 2,998 | -251 | -7.7% | -$5.74万 | 减仓 |
| IWM | ISHARES TR | $69.82万 | 0.05% | 2,324 | 9 | 0.4% | $2,704 | 加仓 |
| GGG | GRACO INC | $75.97万 | 0.06% | 10,048 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $78.86万 | 0.06% | 7,407 | -864 | -10.4% | -$9.20万 | 减仓 |
| XEMD | BONDBLOXX ETF TRUST | $81.21万 | 0.06% | 18,079 | 1,905 | 11.8% | $8.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $81.23万 | 0.06% | 27,602 | -84 | -0.3% | -$2,472 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $83.98万 | 0.06% | 26,485 | -629 | -2.3% | -$1.99万 | 减仓 |
| VV | VANGUARD INDEX FDS | $84.57万 | 0.06% | 2,459 | -102 | -4.0% | -$3.51万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $85.14万 | 0.06% | 18,717 | 342 | 1.9% | $1.56万 | 加仓 |
| VDE | VANGUARD WORLD FD | $85.42万 | 0.06% | 5,690 | -504 | -8.1% | -$7.57万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $86.16万 | 0.06% | 1,225 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $86.82万 | 0.06% | 6,313 | 144 | 2.3% | $1.98万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $87.33万 | 0.06% | 1,503 | -10 | -0.7% | -$5,810 | 减仓 |
| ITOT | ISHARES TR | $87.92万 | 0.06% | 5,352 | -198 | -3.6% | -$3.25万 | 减仓 |
| ETN | EATON CORP PLC | $92.92万 | 0.07% | 2,181 | 2,181 | — | $92.92万 | 新建仓 |
| IAGG | ISHARES TR | $94.46万 | 0.07% | 18,668 | -2,167 | -10.4% | -$10.96万 | 减仓 |
| IBDR | ISHARES TR | $95.60万 | 0.07% | 39,457 | -2,764 | -6.5% | -$6.70万 | 减仓 |
| AOM | ISHARES TR | $95.78万 | 0.07% | 19,198 | 126 | 0.7% | $6,286 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $97.67万 | 0.07% | 19,314 | 555 | 3.0% | $2.81万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $98.59万 | 0.07% | 17,096 | -445 | -2.5% | -$2.57万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $99.27万 | 0.07% | 17,576 | -891 | -4.8% | -$5.03万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $100.44万 | 0.07% | 39,036 | 10,195 | 35.3% | $26.23万 | 加仓 |
| IBDS | ISHARES TR | $101.37万 | 0.07% | 41,853 | -1,487 | -3.4% | -$3.60万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $103.81万 | 0.08% | 23,017 | -1,300 | -5.3% | -$5.86万 | 减仓 |
| ESML | ISHARES TR | $105.56万 | 0.08% | 18,874 | -850 | -4.3% | -$4.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $108.88万 | 0.08% | 2,176 | 6 | 0.3% | $3,002 | 加仓 |
| IXUS | ISHARES TR | $112.16万 | 0.08% | 11,752 | -480 | -3.9% | -$4.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $112.53万 | 0.08% | 1,638 | -249 | -13.2% | -$17.11万 | 减仓 |
| IBDT | ISHARES TR | $113.44万 | 0.08% | 44,928 | -1,051 | -2.3% | -$2.65万 | 减仓 |
| PFF | ISHARES TR | $114.45万 | 0.08% | 37,538 | 261 | 0.7% | $7,958 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $119.92万 | 0.09% | 25,407 | 408 | 1.6% | $1.93万 | 加仓 |
| BAC | BANK OF AMER CORP | $120.23万 | 0.09% | 21,100 | -387 | -1.8% | -$2.21万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $121.33万 | 0.09% | 15,819 | -3,607 | -18.6% | -$27.67万 | 减仓 |
| CI | THE CIGNA GROUP | $130.81万 | 0.10% | 4,745 | -7 | -0.1% | -$1,930 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $131.63万 | 0.10% | 32,562 | 1,403 | 4.5% | $5.67万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $133.13万 | 0.10% | 34,978 | -47 | -0.1% | -$1,789 | 减仓 |
| VSGX | VANGUARD WORLD FD | $135.11万 | 0.10% | 16,409 | -874 | -5.1% | -$7.20万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $140.09万 | 0.10% | 27,610 | 1,595 | 6.1% | $8.09万 | 加仓 |
| EFA | ISHARES TR | $141.77万 | 0.10% | 13,648 | -60 | -0.4% | -$6,233 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $142.63万 | 0.10% | 42,147 | 574 | 1.4% | $1.94万 | 加仓 |
| IEMG | ISHARES INC | $145.63万 | 0.11% | 17,580 | -917 | -5.0% | -$7.60万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $145.80万 | 0.11% | 37,791 | 6,362 | 20.2% | $24.54万 | 加仓 |
| GOLD | GOLD COM INC | $146.47万 | 0.11% | 35,200 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $148.13万 | 0.11% | 45,135 | 1,049 | 2.4% | $3.44万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $148.50万 | 0.11% | 3,234 | 318 | 10.9% | $14.60万 | 加仓 |
| NFLX | NETFLIX INC. | $149.44万 | 0.11% | 20,930 | -2,246 | -9.7% | -$16.04万 | 减仓 |
| IJH | ISHARES TR | $150.41万 | 0.11% | 19,506 | -3,988 | -17.0% | -$30.75万 | 减仓 |
| NUDM | NUSHARES ETF TR | $150.78万 | 0.11% | 37,677 | 12 | 0.0% | $480 | 加仓 |
| GOOG | ALPHABET INC | $152.04万 | 0.11% | 4,303 | -185 | -4.1% | -$6.54万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $158.79万 | 0.12% | 36,773 | 9,020 | 32.5% | $38.95万 | 加仓 |
| NOW | SERVICENOW INC | $161.38万 | 0.12% | 16,255 | -12 | -0.1% | -$1,191 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $165.04万 | 0.12% | 63,090 | 794 | 1.3% | $2.08万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $166.91万 | 0.12% | 10,635 | 1 | 0.0% | $157 | 加仓 |
| USHY | ISHARES TR | $167.97万 | 0.12% | 45,373 | 1,893 | 4.4% | $7.01万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $169.06万 | 0.12% | 67,166 | 47,584 | 243.0% | $119.77万 | 加仓 |
| ESGD | ISHARES TR | $170.17万 | 0.12% | 16,552 | -77 | -0.5% | -$7,916 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $172.49万 | 0.13% | 40,740 | -960 | -2.3% | -$4.06万 | 减仓 |
| NUE | NUCOR CORP | $175.16万 | 0.13% | 7,864 | -2,451 | -23.8% | -$54.59万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $175.84万 | 0.13% | 4,808 | -264 | -5.2% | -$9.66万 | 减仓 |
| PPG | PPG INDS INC | $176.31万 | 0.13% | 14,536 | 456 | 3.2% | $5.53万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $180.32万 | 0.13% | 3,671 | 353 | 10.6% | $17.34万 | 加仓 |
| TMUS | T-MOBILE US INC | $182.98万 | 0.13% | 10,909 | 64 | 0.6% | $1.07万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $183.81万 | 0.13% | 21,297 | -516 | -2.4% | -$4.45万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $185.99万 | 0.14% | 64,224 | -1,135 | -1.7% | -$3.29万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $186.11万 | 0.14% | 36,860 | 582 | 1.6% | $2.94万 | 加仓 |
| MET | METLIFE INC | $186.31万 | 0.14% | 22,020 | 1,544 | 7.5% | $13.06万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $186.38万 | 0.14% | 36,057 | -19,896 | -35.6% | -$102.84万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $188.14万 | 0.14% | 6,679 | 762 | 12.9% | $21.46万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $188.15万 | 0.14% | 19,160 | 104 | 0.5% | $1.02万 | 加仓 |
| AOA | ISHARES TR | $189.99万 | 0.14% | 19,466 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $193.42万 | 0.14% | 10,899 | -1,577 | -12.6% | -$27.99万 | 减仓 |
| ICSH | ISHARES TR | $193.56万 | 0.14% | 38,269 | 209 | 0.5% | $1.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $201.56万 | 0.15% | 20,902 | -516 | -2.4% | -$4.98万 | 减仓 |
| EFAV | ISHARES TR | $202.18万 | 0.15% | 23,051 | 345 | 1.5% | $3.03万 | 加仓 |
| ITT | ITT INC | $202.47万 | 0.15% | 10,238 | -83 | -0.8% | -$1.64万 | 减仓 |