13F 机构持仓

CGN Advisors LLC

MANHATTAN KS · SEC CIK 0001841506

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.6%
AVDE 4.5%
SPDW 4.5%
SPYG 4.0%
SPYV 3.8%
VTI 3.6%
SPIB 3.0%
JMBS 2.4%
BINC 2.4%
SPEM 2.2%

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
SUB ISHARES TR $78.86万0.06%7,407 -864-10.4% -$9.20万 减仓
GGG GRACO INC $75.97万0.06%10,048 00.0% — 不变
IWM ISHARES TR $69.82万0.05%2,324 90.4% $2,704 加仓
VAW VANGUARD WORLD FD $68.59万0.05%2,998 -251-7.7% -$5.74万 减仓
ESGE ISHARES INC $67.09万0.05%12,267 170.1% $930 加仓
JBBB JANUS DETROIT STR TR $66.45万0.05%14,034 5844.3% $2.77万 加仓
VGT VANGUARD WORLD FD $65.40万0.05%5,472 -200-3.5% -$2.39万 减仓
IEFA ISHARES TR $65.21万0.05%6,752 -99-1.4% -$9,561 减仓
AVUV AMERICAN CENTY ETF TR $63.89万0.05%5,121 861.7% $1.07万 加仓
IBDU ISHARES TR $63.75万0.05%27,526 -1,696-5.8% -$3.93万 减仓
VO VANGUARD INDEX FDS $61.92万0.05%7,685 1051.4% $8,460 加仓
EFV ISHARES TR $60.88万0.04%7,953 -6-0.1% -$459 减仓
HDV ISHARES TR $60.52万0.04%22,080 1150.5% $3,152 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $60.33万0.04%1,263 57884.4% $27.61万 加仓
IVE ISHARES TR $59.79万0.04%2,633 220.8% $4,996 加仓
XBB BONDBLOXX ETF TRUST $59.58万0.04%14,534 8856.5% $3.63万 加仓
ITA ISHARES TR $58.33万0.04%2,406 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $56.15万0.04%9,520 -8,485-47.1% -$50.04万 减仓
INTC INTEL CORP $55.98万0.04%4,009 -717-15.2% -$10.01万 减仓
IAU ISHARES GOLD TR $55.58万0.04%7,360 2313.2% $1.74万 加仓
GWW WW GRAINGER INC $54.82万0.04%403 00.0% — 不变
USFR WISDOMTREE TR $54.82万0.04%10,888 -20-0.2% -$1,007 减仓
— EXXON MOBIL CORP $54.00万0.04%3,950 -743-15.8% -$10.16万 减仓
HGER HARBOR ETF TRUST $53.81万0.04%18,340 -437-2.3% -$1.28万 减仓
CEG CONSTELLATION ENERGY CORP $52.98万0.04%2,133 40.2% $994 加仓
ABBV ABBVIE INC $52.94万0.04%2,104 733.6% $1.84万 加仓
— CALAMOS ETF TR $52.52万0.04%22,496 520.2% $1,214 加仓
IVOO VANGUARD ADMIRAL FDS INC $51.95万0.04%3,984 -8-0.2% -$1,043 减仓
ORCL ORACLE CORP $50.68万0.04%3,458 -235-6.4% -$3.44万 减仓
SLYV SPDR SERIES TRUST $50.10万0.04%4,592 -873-16.0% -$9.52万 减仓
IBDV ISHARES TR $48.79万0.04%22,383 -1,817-7.5% -$3.96万 减仓
MGK VANGUARD WORLD FD $48.47万0.04%5,514 1542.9% $1.35万 加仓
DIA STATE STR SPDR DOW JONES IND $48.06万0.04%920 00.0% — 不变
IGSB ISHARES TR $47.69万0.03%9,100 00.0% — 不变
NUEM NUSHARES ETF TR $47.41万0.03%11,173 -150-1.3% -$6,365 减仓
QFLR INNOVATOR ETFS TRUST $46.90万0.03%12,856 1,49813.2% $5.46万 加仓
REET ISHARES TR $46.60万0.03%16,873 3422.1% $9,446 加仓
KO COCA COLA CO $46.59万0.03%5,733 2033.7% $1.65万 加仓
ACN ACCENTURE PLC IRELAND $46.04万0.03%3,700 -9-0.2% -$1,120 减仓
SHLD GLOBAL X FDS $45.15万0.03%7,562 00.0% — 不变
PSK SPDR SERIES TRUST $44.17万0.03%14,469 -1,902-11.6% -$5.81万 减仓
VSS VANGUARD INTL EQUITY INDEX F $43.70万0.03%2,832 -256-8.3% -$3.95万 减仓
IJR ISHARES TR $43.17万0.03%2,911 -5-0.2% -$742 减仓
EFG ISHARES TR $43.05万0.03%3,460 682.0% $8,461 加仓
IBTK ISHARES TR $41.83万0.03%21,407 720.3% $1,407 加仓
— INNOVATOR ETFS TRUST $41.74万0.03%16,065 00.0% — 不变
V VISA INC $41.55万0.03%1,211 14613.7% $5.01万 加仓
FNDX SCHWAB STRATEGIC TR $40.49万0.03%13,020 -462-3.4% -$1.44万 减仓
NRG NRG ENERGY INC $39.99万0.03%2,738 -68-2.4% -$9,932 减仓
DFSE DIMENSIONAL ETF TRUST $39.95万0.03%8,173 -140-1.7% -$6,843 减仓
AVLV AMERICAN CENTY ETF TR $39.40万0.03%4,320 00.0% — 不变
IBTL ISHARES TR $38.29万0.03%18,964 680.4% $1,373 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $37.84万0.03%13,776 2,64823.8% $7.27万 加仓
IVLU ISHARES TR $37.79万0.03%9,036 00.0% — 不变
IBTJ ISHARES TR $37.29万0.03%17,225 790.5% $1,710 加仓
EVRG EVERGY INC $37.02万0.03%4,283 -303-6.6% -$2.62万 减仓
VOX VANGUARD WORLD FD $36.22万0.03%1,969 21812.5% $4.01万 加仓
SRLN SSGA ACTIVE ETF TR $36.13万0.03%8,968 -3,455-27.8% -$13.92万 减仓
USRT ISHARES TR $36.10万0.03%5,433 -1,635-23.1% -$10.86万 减仓
DGRO ISHARES TR $35.69万0.03%4,709 00.0% — 不变
— LANDMARK BANCORP INC $35.52万0.03%11,567 40.0% $123 加仓
SDY SPDR SERIES TRUST $35.35万0.03%2,323 40.2% $609 加仓
EXC EXELON CORP $34.14万0.02%7,322 -17-0.2% -$793 减仓
UNH UNITEDHEALTH GROUP INC $33.64万0.02%809 -37-4.4% -$1.54万 减仓
IWO ISHARES TR $33.47万0.02%850 263.2% $1.02万 加仓
MTUM ISHARES TR $33.25万0.02%970 -98-9.2% -$3.36万 减仓
EPS WISDOMTREE TR $32.75万0.02%4,210 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $32.52万0.02%13,470 310.2% $748 加仓
IBDW ISHARES TR $32.24万0.02%15,472 -1,899-10.9% -$3.96万 减仓
GBIL GOLDMAN SACHS ETF TR $31.97万0.02%3,192 1896.3% $1.89万 加仓
BLV VANGUARD BD INDEX FDS $31.93万0.02%4,632 982.2% $6,755 加仓
PLTR PALANTIR TECHNOLOGIES INC $31.42万0.02%2,693 2,693— $31.42万 新建仓
VLUE ISHARES TR $31.30万0.02%1,567 -2,926-65.1% -$58.45万 减仓
QQQ INVESCO QQQ TR $31.30万0.02%425 379.5% $2.72万 加仓
NEE NEXTERA ENERGY INC $31.03万0.02%3,535 80.2% $702 加仓
ABT ABBOTT LABORATORIES $30.26万0.02%3,335 53018.9% $4.81万 加仓
VIGI VANGUARD WHITEHALL FDS $29.91万0.02%3,203 00.0% — 不变
MGC VANGUARD WORLD FD $29.71万0.02%1,086 -545-33.4% -$14.91万 减仓
AOR ISHARES TR $29.42万0.02%4,233 1152.8% $7,993 加仓
— INNOVATOR ETFS TRUST $28.48万0.02%10,175 00.0% — 不变
— DIMENSIONAL ETF TRUST $28.14万0.02%4,025 80.2% $559 加仓
— CALAMOS ETF TR $28.14万0.02%16,259 1280.8% $2,215 加仓
GLD SPDR GOLD TR $27.78万0.02%754 -20-2.6% -$7,368 减仓
OSK OSHKOSH CORP $27.73万0.02%1,807 00.0% — 不变
IBTH ISHARES TR $27.43万0.02%12,260 -427-3.4% -$9,552 减仓
— INNOVATOR ETFS TRUST $27.33万0.02%9,686 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $27.29万0.02%1,245 -178-12.5% -$3.90万 减仓
SYK STRYKER CORPORATION $26.92万0.02%855 -75-8.1% -$2.36万 减仓
TSLA TESLA INC $26.69万0.02%635 -60-8.6% -$2.52万 减仓
PFXF VANECK ETF TRUST $26.63万0.02%14,927 280.2% $500 加仓
ACWV ISHARES INC $26.28万0.02%2,186 00.0% — 不变
IWN ISHARES TR $26.17万0.02%1,183 00.0% — 不变
BSMS INVESCO EXCH TRD SLF IDX FD $25.85万0.02%11,028 -191-1.7% -$4,477 减仓
DE DEERE & CO $25.82万0.02%407 -19-4.5% -$1.21万 减仓
ACWI ISHARES TR $25.38万0.02%1,617 00.0% — 不变
UFEB INNOVATOR ETFS TRUST $24.77万0.02%6,410 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $24.49万0.02%871 -163-15.8% -$4.58万 减仓
MS MORGAN STANLEY $24.21万0.02%1,158 1,158— $24.21万 新建仓
BSMR INVESCO EXCH TRD SLF IDX FD $23.69万0.02%10,023 -3,133-23.8% -$7.41万 减仓
DFUV DIMENSIONAL ETF TRUST $23.62万0.02%4,293 -71-1.6% -$3,906 减仓