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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -12,600 | -100.0% | -$47.92万 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -12,078 | -100.0% | -$38.24万 | 清仓 |
| DFUS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -413 | -100.0% | -$21.58万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | -9,058 | -100.0% | -$20.72万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -902 | -100.0% | -$20.65万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -843 | -100.0% | -$20.33万 | 清仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,817 | -100.0% | -$20.17万 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $20.01万 | 0.02% | 6,074 | -114 | -1.8% | -$3,756 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $20.40万 | 0.02% | 10,445 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $20.43万 | 0.02% | 9,365 | -614 | -6.2% | -$1.34万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $20.85万 | 0.02% | 345 | 345 | — | $20.85万 | 新建仓 |
| INTC | INTEL CORP | $20.86万 | 0.02% | 4,726 | 4,726 | — | $20.86万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.98万 | 0.02% | 10,050 | -640 | -6.0% | -$1.34万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $21.15万 | 0.02% | 4,364 | -1,565 | -26.4% | -$7.58万 | 减仓 |
| — | GLOBAL X FDS | $21.53万 | 0.02% | 6,643 | 6,643 | — | $21.53万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $21.69万 | 0.02% | 4,110 | -1,103 | -21.2% | -$5.82万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $21.71万 | 0.02% | 4,736 | -940 | -16.6% | -$4.31万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $21.84万 | 0.02% | 1,185 | -20 | -1.7% | -$3,686 | 减仓 |
| ACWI | ISHARES TR | $22.37万 | 0.02% | 1,617 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $22.39万 | 0.02% | 388 | -10 | -2.5% | -$5,772 | 减仓 |
| IWN | ISHARES TR | $22.43万 | 0.02% | 1,183 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $22.74万 | 0.02% | 54 | -3 | -5.3% | -$1.26万 | 减仓 |
| EMR | EMERSON ELEC CO | $22.81万 | 0.02% | 1,741 | 19 | 1.1% | $2,490 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.89万 | 0.02% | 846 | -18 | -2.1% | -$4,871 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $23.06万 | 0.02% | 2,280 | -69 | -2.9% | -$6,978 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.15万 | 0.02% | 685 | 4 | 0.6% | $1,352 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.17万 | 0.02% | 534 | 10 | 1.9% | $4,340 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $23.27万 | 0.02% | 6,410 | 242 | 3.9% | $8,785 | 加仓 |
| OKE | ONEOK INC NEW | $23.28万 | 0.02% | 2,575 | 2,575 | — | $23.28万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $23.29万 | 0.02% | 10,115 | -562 | -5.3% | -$1.29万 | 减仓 |
| IBTI | ISHARES TR | $23.59万 | 0.02% | 10,586 | 10,586 | — | $23.59万 | 新建仓 |
| DE | DEERE & CO | $24.00万 | 0.02% | 426 | -74 | -14.8% | -$4.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.06万 | 0.02% | 1,034 | 37 | 3.7% | $8,968 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $25.08万 | 0.02% | 4,017 | -948 | -19.1% | -$5.92万 | 减仓 |
| IBDX | ISHARES TR | $25.23万 | 0.02% | 9,984 | 1,881 | 23.2% | $4.75万 | 重新持有 |
| MTUM | ISHARES TR | $25.63万 | 0.02% | 1,068 | -138 | -11.4% | -$3.31万 | 减仓 |
| TSLA | TESLA INC | $25.82万 | 0.02% | 695 | 36 | 5.5% | $1.34万 | 加仓 |
| IWO | ISHARES TR | $25.84万 | 0.02% | 824 | -81 | -9.0% | -$2.54万 | 减仓 |
| ACWV | ISHARES INC | $26.12万 | 0.02% | 2,186 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $26.13万 | 0.02% | 14,899 | 14,899 | — | $26.13万 | 新建仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $26.25万 | 0.02% | 11,219 | -979 | -8.0% | -$2.29万 | 减仓 |
| AOR | ISHARES TR | $26.50万 | 0.02% | 4,118 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $26.60万 | 0.02% | 1,807 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.72万 | 0.02% | 9,686 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $27.40万 | 0.02% | 11,598 | -3,649 | -23.9% | -$8.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.74万 | 0.02% | 10,175 | 10,175 | — | $27.74万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $28.33万 | 0.02% | 3,203 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $28.46万 | 0.02% | 12,687 | 2,186 | 20.8% | $4.90万 | 加仓 |
| EPS | WISDOMTREE TR | $28.67万 | 0.02% | 4,210 | 0 | 0.0% | — | 不变 |
| — | LANDMARK BANCORP INC | $28.68万 | 0.02% | 11,563 | 4 | 0.0% | $99 | 加仓 |
| ABT | ABBOTT LABORATORIES | $28.80万 | 0.02% | 2,805 | 271 | 10.7% | $2.78万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $29.00万 | 0.02% | 1,423 | -56 | -3.8% | -$1.14万 | 减仓 |
| — | CALAMOS ETF TR | $29.13万 | 0.02% | 16,131 | -26,158 | -61.9% | -$47.23万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $30.09万 | 0.02% | 3,003 | 3,003 | — | $30.09万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $30.21万 | 0.02% | 11,128 | 390 | 3.6% | $1.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $30.56万 | 0.02% | 930 | -3 | -0.3% | -$986 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.79万 | 0.02% | 1,513 | 15 | 1.0% | $3,052 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $31.12万 | 0.02% | 13,156 | -1,416 | -9.7% | -$3.35万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $31.18万 | 0.02% | 4,534 | 27 | 0.6% | $1,857 | 加仓 |
| VOX | VANGUARD WORLD FD | $31.49万 | 0.02% | 1,751 | -170 | -8.8% | -$3.06万 | 减仓 |
| V | VISA INC | $32.19万 | 0.03% | 1,065 | -122 | -10.3% | -$3.69万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $32.62万 | 0.03% | 13,439 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $32.76万 | 0.03% | 3,527 | -115 | -3.2% | -$1.07万 | 减仓 |
| DGRO | ISHARES TR | $33.05万 | 0.03% | 4,709 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $33.30万 | 0.03% | 774 | -265 | -25.5% | -$11.40万 | 减仓 |
| SDY | SPDR SERIES TRUST | $33.85万 | 0.03% | 2,319 | -216 | -8.5% | -$3.15万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $34.82万 | 0.03% | 4,320 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $35.22万 | 0.03% | 8,313 | 596 | 7.7% | $2.53万 | 加仓 |
| IVLU | ISHARES TR | $35.85万 | 0.03% | 9,036 | -769 | -7.8% | -$3.05万 | 减仓 |
| EXC | EXELON CORP | $35.98万 | 0.03% | 7,339 | -56 | -0.8% | -$2,745 | 减仓 |
| IJR | ISHARES TR | $36.25万 | 0.03% | 2,916 | -201 | -6.4% | -$2.50万 | 减仓 |
| IBDW | ISHARES TR | $36.36万 | 0.03% | 17,371 | -13,011 | -42.8% | -$27.23万 | 减仓 |
| IBTJ | ISHARES TR | $37.45万 | 0.03% | 17,146 | 3,407 | 24.8% | $7.44万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $37.55万 | 0.03% | 13,482 | 217 | 1.6% | $6,043 | 加仓 |
| EVRG | EVERGY INC | $37.57万 | 0.03% | 4,586 | -190 | -4.0% | -$1.56万 | 减仓 |
| EFG | ISHARES TR | $37.78万 | 0.03% | 3,392 | 40 | 1.2% | $4,455 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $37.82万 | 0.03% | 11,358 | 11,358 | — | $37.82万 | 新建仓 |
| IBTL | ISHARES TR | $38.55万 | 0.03% | 18,896 | 3,161 | 20.1% | $6.45万 | 加仓 |
| MGC | VANGUARD WORLD FD | $38.55万 | 0.03% | 1,631 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $39.39万 | 0.03% | 1,072 | 10 | 0.9% | $3,675 | 加仓 |
| — | HONEYWELL INTL INC | $39.65万 | 0.03% | 1,754 | 9 | 0.5% | $2,034 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.79万 | 0.03% | 16,065 | 7,234 | 81.9% | $18.37万 | 加仓 |
| NRG | NRG ENERGY INC | $41.01万 | 0.03% | 2,806 | -232 | -7.6% | -$3.39万 | 减仓 |
| REET | ISHARES TR | $41.58万 | 0.03% | 16,531 | 343 | 2.1% | $8,627 | 加仓 |
| NUEM | NUSHARES ETF TR | $41.60万 | 0.03% | 11,323 | -418 | -3.6% | -$1.54万 | 减仓 |
| USRT | ISHARES TR | $41.83万 | 0.03% | 7,068 | -1,290 | -15.4% | -$7.64万 | 减仓 |
| KO | COCA COLA CO | $42.06万 | 0.03% | 5,530 | -244 | -4.2% | -$1.86万 | 减仓 |
| IBTK | ISHARES TR | $42.07万 | 0.03% | 21,335 | 3,489 | 19.6% | $6.88万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $42.61万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $43.96万 | 0.03% | 403 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $44.18万 | 0.03% | 2,031 | -182 | -8.2% | -$3.96万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $45.02万 | 0.04% | 3,088 | -225 | -6.8% | -$3.28万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $45.64万 | 0.04% | 3,992 | -408 | -9.3% | -$4.66万 | 减仓 |
| IGSB | ISHARES TR | $47.83万 | 0.04% | 9,100 | 1,693 | 22.9% | $8.90万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $48.54万 | 0.04% | 19,582 | 19,582 | — | $48.54万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $49.44万 | 0.04% | 709 | 111 | 18.6% | $7.74万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $49.87万 | 0.04% | 12,423 | 3,036 | 32.3% | $12.19万 | 加仓 |
| PSK | SPDR SERIES TRUST | $50.49万 | 0.04% | 16,371 | -6,211 | -27.5% | -$19.15万 | 减仓 |