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 |
|---|---|---|---|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,123.31万 | 0.82% | 232,330 | 12,249 | 5.6% | $59.22万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,157.94万 | 0.85% | 148,625 | 3,074 | 2.1% | $23.95万 | 加仓 |
| GARP | ISHARES TR | $1,171.23万 | 0.86% | 141,881 | 30,525 | 27.4% | $251.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,178.48万 | 0.86% | 15,781 | -141 | -0.9% | -$10.53万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,195.54万 | 0.87% | 145,904 | 141,840 | 3,490.2% | $1,162.24万 | 重新持有 |
| MSFT | MICROSOFT CORP | $1,197.61万 | 0.87% | 32,106 | 403 | 1.3% | $15.03万 | 加仓 |
| GOOGL | ALPHABET INC | $1,235.47万 | 0.90% | 34,571 | 1,284 | 3.9% | $45.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,246.01万 | 0.91% | 62,272 | -194 | -0.3% | -$3.88万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $1,322.11万 | 0.97% | 173,051 | 772 | 0.4% | $5.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,327.83万 | 0.97% | 186,362 | -18,522 | -9.0% | -$131.97万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $1,451.29万 | 1.06% | 180,847 | 15,386 | 9.3% | $123.47万 | 加仓 |
| AAPL | APPLE INC | $1,487.66万 | 1.09% | 51,412 | 218 | 0.4% | $6.31万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,554.14万 | 1.13% | 290,493 | -2,306 | -0.8% | -$12.34万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,625.85万 | 1.19% | 197,455 | 64,093 | 48.1% | $527.74万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,748.47万 | 1.28% | 345,172 | -6,309 | -1.8% | -$31.96万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,818.18万 | 1.33% | 83,429 | 3,313 | 4.1% | $72.20万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $2,102.54万 | 1.53% | 445,972 | 59,233 | 15.3% | $279.25万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,581.59万 | 1.88% | 334,261 | 13,574 | 4.2% | $104.84万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,649.13万 | 1.93% | 274,549 | 19,780 | 7.8% | $190.86万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,966.05万 | 2.17% | 572,818 | -13,123 | -2.2% | -$67.95万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $3,301.26万 | 2.41% | 630,734 | 33,313 | 5.6% | $174.36万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $3,325.66万 | 2.43% | 739,199 | 26,720 | 3.8% | $120.21万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $4,105.97万 | 3.00% | 1,227,129 | 48,572 | 4.1% | $162.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,935.77万 | 3.60% | 133,385 | 4,892 | 3.8% | $181.02万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $5,226.96万 | 3.82% | 859,839 | -19,333 | -2.2% | -$117.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $5,466.31万 | 3.99% | 459,393 | -27,732 | -5.7% | -$329.98万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $6,178.26万 | 4.51% | 1,226,088 | 62,666 | 5.4% | $315.77万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,199.17万 | 4.53% | 694,974 | 77,789 | 12.6% | $693.88万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $9,091.32万 | 6.64% | 1,936,795 | 135,301 | 7.5% | $635.10万 | 加仓 |