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 |
|---|---|---|---|---|---|---|---|---|
| SNY | SANOFI SA | $0 | 0.00% | 0 | -54,331 | -100.0% | -$261.77万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -29,512 | -100.0% | -$181.06万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,754 | -100.0% | -$39.65万 | 清仓 |
| VTES | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -2,280 | -100.0% | -$23.06万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -1,350 | -100.0% | -$22.74万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -345 | -100.0% | -$20.85万 | 清仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -9,365 | -100.0% | -$20.43万 | 清仓 |
| — | RESEARCH FRONTIERS INC | $7,462 | 0.00% | 14,350 | 14,350 | — | $7,462 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.09万 | 0.01% | 9,572 | -478 | -4.8% | -$1.00万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $20.39万 | 0.01% | 10,445 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $20.40万 | 0.01% | 2,746 | 2,746 | — | $20.40万 | 新建仓 |
| IUSG | ISHARES TR | $20.86万 | 0.02% | 1,109 | 1,109 | — | $20.86万 | 新建仓 |
| IWP | ISHARES TR | $20.88万 | 0.02% | 1,426 | -504 | -26.1% | -$7.38万 | 重新持有 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $20.89万 | 0.02% | 8,872 | -2,726 | -23.5% | -$6.42万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $20.98万 | 0.02% | 4,552 | -184 | -3.9% | -$8,481 | 减仓 |
| IBDX | ISHARES TR | $21.10万 | 0.02% | 8,377 | -1,607 | -16.1% | -$4.05万 | 减仓 |
| EMR | EMERSON ELEC CO | $21.40万 | 0.02% | 1,495 | -246 | -14.1% | -$3.52万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.59万 | 0.02% | 187 | 187 | — | $21.59万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.95万 | 0.02% | 6,055 | -19 | -0.3% | -$689 | 减仓 |
| MMM | 3M CO | $22.13万 | 0.02% | 1,367 | 1,367 | — | $22.13万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.25万 | 0.02% | 1,626 | 1,626 | — | $22.25万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $22.33万 | 0.02% | 4,133 | 23 | 0.6% | $1,242 | 加仓 |
| OKE | ONEOK INC NEW | $22.34万 | 0.02% | 2,570 | -5 | -0.2% | -$435 | 减仓 |
| — | GLOBAL X FDS | $22.37万 | 0.02% | 6,966 | 323 | 4.9% | $1.04万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $22.62万 | 0.02% | 1,222 | 1,222 | — | $22.62万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.63万 | 0.02% | 545 | 11 | 2.1% | $4,568 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $22.74万 | 0.02% | 9,875 | -240 | -2.4% | -$5,527 | 减仓 |
| VOE | VANGUARD INDEX FDS | $23.08万 | 0.02% | 1,168 | -17 | -1.4% | -$3,360 | 减仓 |
| IBTI | ISHARES TR | $23.53万 | 0.02% | 10,628 | 42 | 0.4% | $930 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.62万 | 0.02% | 4,293 | -71 | -1.6% | -$3,906 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $23.69万 | 0.02% | 10,023 | -3,133 | -23.8% | -$7.41万 | 减仓 |
| MS | MORGAN STANLEY | $24.21万 | 0.02% | 1,158 | 1,158 | — | $24.21万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.49万 | 0.02% | 871 | -163 | -15.8% | -$4.58万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $24.77万 | 0.02% | 6,410 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $25.38万 | 0.02% | 1,617 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $25.82万 | 0.02% | 407 | -19 | -4.5% | -$1.21万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $25.85万 | 0.02% | 11,028 | -191 | -1.7% | -$4,477 | 减仓 |
| IWN | ISHARES TR | $26.17万 | 0.02% | 1,183 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $26.28万 | 0.02% | 2,186 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $26.63万 | 0.02% | 14,927 | 28 | 0.2% | $500 | 加仓 |
| TSLA | TESLA INC | $26.69万 | 0.02% | 635 | -60 | -8.6% | -$2.52万 | 减仓 |
| SYK | STRYKER CORPORATION | $26.92万 | 0.02% | 855 | -75 | -8.1% | -$2.36万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $27.29万 | 0.02% | 1,245 | -178 | -12.5% | -$3.90万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.33万 | 0.02% | 9,686 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $27.43万 | 0.02% | 12,260 | -427 | -3.4% | -$9,552 | 减仓 |
| OSK | OSHKOSH CORP | $27.73万 | 0.02% | 1,807 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $27.78万 | 0.02% | 754 | -20 | -2.6% | -$7,368 | 减仓 |
| — | CALAMOS ETF TR | $28.14万 | 0.02% | 16,259 | 128 | 0.8% | $2,215 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $28.14万 | 0.02% | 4,025 | 8 | 0.2% | $559 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.48万 | 0.02% | 10,175 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $29.42万 | 0.02% | 4,233 | 115 | 2.8% | $7,993 | 加仓 |
| MGC | VANGUARD WORLD FD | $29.71万 | 0.02% | 1,086 | -545 | -33.4% | -$14.91万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $29.91万 | 0.02% | 3,203 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $30.26万 | 0.02% | 3,335 | 530 | 18.9% | $4.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.03万 | 0.02% | 3,535 | 8 | 0.2% | $702 | 加仓 |
| QQQ | INVESCO QQQ TR | $31.30万 | 0.02% | 425 | 37 | 9.5% | $2.72万 | 加仓 |
| VLUE | ISHARES TR | $31.30万 | 0.02% | 1,567 | -2,926 | -65.1% | -$58.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.42万 | 0.02% | 2,693 | 2,693 | — | $31.42万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $31.93万 | 0.02% | 4,632 | 98 | 2.2% | $6,755 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $31.97万 | 0.02% | 3,192 | 189 | 6.3% | $1.89万 | 加仓 |
| IBDW | ISHARES TR | $32.24万 | 0.02% | 15,472 | -1,899 | -10.9% | -$3.96万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $32.52万 | 0.02% | 13,470 | 31 | 0.2% | $748 | 加仓 |
| EPS | WISDOMTREE TR | $32.75万 | 0.02% | 4,210 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $33.25万 | 0.02% | 970 | -98 | -9.2% | -$3.36万 | 减仓 |
| IWO | ISHARES TR | $33.47万 | 0.02% | 850 | 26 | 3.2% | $1.02万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.64万 | 0.02% | 809 | -37 | -4.4% | -$1.54万 | 减仓 |
| EXC | EXELON CORP | $34.14万 | 0.02% | 7,322 | -17 | -0.2% | -$793 | 减仓 |
| SDY | SPDR SERIES TRUST | $35.35万 | 0.03% | 2,323 | 4 | 0.2% | $609 | 加仓 |
| — | LANDMARK BANCORP INC | $35.52万 | 0.03% | 11,567 | 4 | 0.0% | $123 | 加仓 |
| DGRO | ISHARES TR | $35.69万 | 0.03% | 4,709 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $36.10万 | 0.03% | 5,433 | -1,635 | -23.1% | -$10.86万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $36.13万 | 0.03% | 8,968 | -3,455 | -27.8% | -$13.92万 | 减仓 |
| VOX | VANGUARD WORLD FD | $36.22万 | 0.03% | 1,969 | 218 | 12.5% | $4.01万 | 加仓 |
| EVRG | EVERGY INC | $37.02万 | 0.03% | 4,283 | -303 | -6.6% | -$2.62万 | 减仓 |
| IBTJ | ISHARES TR | $37.29万 | 0.03% | 17,225 | 79 | 0.5% | $1,710 | 加仓 |
| IVLU | ISHARES TR | $37.79万 | 0.03% | 9,036 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $37.84万 | 0.03% | 13,776 | 2,648 | 23.8% | $7.27万 | 加仓 |
| IBTL | ISHARES TR | $38.29万 | 0.03% | 18,964 | 68 | 0.4% | $1,373 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $39.40万 | 0.03% | 4,320 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $39.95万 | 0.03% | 8,173 | -140 | -1.7% | -$6,843 | 减仓 |
| NRG | NRG ENERGY INC | $39.99万 | 0.03% | 2,738 | -68 | -2.4% | -$9,932 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $40.49万 | 0.03% | 13,020 | -462 | -3.4% | -$1.44万 | 减仓 |
| V | VISA INC | $41.55万 | 0.03% | 1,211 | 146 | 13.7% | $5.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.74万 | 0.03% | 16,065 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $41.83万 | 0.03% | 21,407 | 72 | 0.3% | $1,407 | 加仓 |
| EFG | ISHARES TR | $43.05万 | 0.03% | 3,460 | 68 | 2.0% | $8,461 | 加仓 |
| IJR | ISHARES TR | $43.17万 | 0.03% | 2,911 | -5 | -0.2% | -$742 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $43.70万 | 0.03% | 2,832 | -256 | -8.3% | -$3.95万 | 减仓 |
| PSK | SPDR SERIES TRUST | $44.17万 | 0.03% | 14,469 | -1,902 | -11.6% | -$5.81万 | 减仓 |
| SHLD | GLOBAL X FDS | $45.15万 | 0.03% | 7,562 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $46.04万 | 0.03% | 3,700 | -9 | -0.2% | -$1,120 | 减仓 |
| KO | COCA COLA CO | $46.59万 | 0.03% | 5,733 | 203 | 3.7% | $1.65万 | 加仓 |
| REET | ISHARES TR | $46.60万 | 0.03% | 16,873 | 342 | 2.1% | $9,446 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $46.90万 | 0.03% | 12,856 | 1,498 | 13.2% | $5.46万 | 加仓 |
| NUEM | NUSHARES ETF TR | $47.41万 | 0.03% | 11,173 | -150 | -1.3% | -$6,365 | 减仓 |
| IGSB | ISHARES TR | $47.69万 | 0.03% | 9,100 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $48.06万 | 0.04% | 920 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $48.47万 | 0.04% | 5,514 | 154 | 2.9% | $1.35万 | 加仓 |
| IBDV | ISHARES TR | $48.79万 | 0.04% | 22,383 | -1,817 | -7.5% | -$3.96万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $50.10万 | 0.04% | 4,592 | -873 | -16.0% | -$9.52万 | 减仓 |