13F 机构持仓

CGN Advisors LLC

MANHATTAN KS · SEC CIK 0001841506

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$13.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JCPB 6.7%
SPDW 4.2%
AVDE 4.1%
SPYV 3.9%
SPYG 3.8%
VTI 3.3%
SPIB 3.1%
JMBS 2.5%
BINC 2.5%
SPEM 2.2%

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
NVDA NVIDIA CORPORATION $1,089.41万0.86%62,466 3770.6% $6.57万 加仓
BSV VANGUARD BD INDEX FDS $1,141.26万0.90%145,551 6,7044.8% $52.57万 加仓
MSFT MICROSOFT CORP $1,173.54万0.93%31,703 9933.2% $36.76万 加仓
AVMC AMERICAN CENTY ETF TR $1,195.29万0.94%165,461 -2,332-1.4% -$16.85万 减仓
QUAL ISHARES TR $1,277.63万1.01%66,609 -853-1.3% -$16.36万 减仓
DGRW WISDOMTREE TR $1,279.56万1.01%145,669 7940.5% $6.97万 加仓
VCRM VANGUARD MUN BD FDS $1,294.68万1.02%172,279 -430-0.2% -$3.23万 减仓
AAPL APPLE INC $1,299.24万1.03%51,194 7931.6% $20.13万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,312.90万1.04%204,884 -1,449-0.7% -$9.29万 减仓
VTV VANGUARD INDEX FDS $1,571.88万1.24%80,116 2420.3% $4.75万 加仓
JBND J P MORGAN EXCHANGE TRADED F $1,574.38万1.24%292,799 11,7104.2% $62.96万 加仓
IQDG WISDOMTREE TR $1,733.39万1.37%431,835 -15,616-3.5% -$62.68万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $1,757.05万1.39%351,481 -1,218-0.3% -$6.09万 减仓
JSCP J P MORGAN EXCHANGE TRADED F $1,829.27万1.44%386,739 380,8206,433.9% $1,801.28万 加仓
AVEM AMERICAN CENTY ETF TR $2,052.93万1.62%254,769 -6,899-2.6% -$55.59万 减仓
VCRB VANGUARD MALVERN FDS $2,481.48万1.96%320,687 41,41214.8% $320.45万 加仓
SPEM SPDR INDEX SHS FDS $2,748.65万2.17%585,941 -5,223-0.9% -$24.50万 减仓
BINC BLACKROCK ETF TRUST II $3,102.41万2.45%597,421 8,6361.5% $44.85万 加仓
JMBS JANUS DETROIT STR TR $3,218.98万2.54%712,479 -167,279-19.0% -$755.77万 减仓
SPIB SPDR SERIES TRUST $3,952.88万3.12%1,178,557 -208,799-15.1% -$700.31万 减仓
VTI VANGUARD INDEX FDS $4,122.20万3.26%128,493 2,8212.2% $90.50万 加仓
SPYG SPDR SERIES TRUST $4,769.44万3.77%487,125 -1,985-0.4% -$19.44万 减仓
SPYV SPDR SERIES TRUST $4,974.36万3.93%879,172 -5,301-0.6% -$29.99万 减仓
AVDE AMERICAN CENTY ETF TR $5,236.20万4.14%617,185 -15,607-2.5% -$132.41万 减仓
SPDW SPDR INDEX SHS FDS $5,311.02万4.19%1,163,422 -22,450-1.9% -$102.48万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $8,481.43万6.70%1,801,494 94,4585.5% $444.71万 加仓