Avory & Company, LLC
MIAMI FL · SEC CIK 0001842766
$8,003.24万2026Q2 申报市值
32持仓数
77.8%前十大占比 · 第一大 24.7%
1 / 3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
EA SERIES TRUST 加仓+$30.81万
AMD 新建仓+$29.28万
PGF 加仓+$3.85万
AGNC 加仓+$4,436
WTPI 加仓+$3,279
2026Q2 卖出最多 按季末市值估算
ZM 减仓-$107.59万
XYZ 减仓-$84.07万
YOU 减仓-$55.93万
OKTA 减仓-$46.80万
OMCL 减仓-$43.21万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,228 | -100.0% | -$22.92万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -2,443 | -100.0% | -$22.00万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -13,535 | -100.0% | -$15.02万 | 清仓 |
| AGNC | AGNC INVT CORP | $13.18万 | 0.16% | 12,094 | 407 | 3.5% | $4,436 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $15.44万 | 0.19% | 11,601 | -3,647 | -23.9% | -$4.85万 | 减仓 |
| PFFD | GLOBAL X FDS | $20.59万 | 0.26% | 11,014 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $21.24万 | 0.27% | 9,062 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $21.49万 | 0.27% | 2,687 | 1 | 0.0% | $80 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.28万 | 0.37% | 504 | 504 | — | $29.28万 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $36.32万 | 0.45% | 26,492 | 2,811 | 11.9% | $3.85万 | 加仓 |
| S | SENTINELONE INC | $41.45万 | 0.52% | 24,423 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $44.04万 | 0.55% | 45,682 | 0 | 0.0% | — | 不变 |
| WTPI | WISDOMTREE TR | $50.06万 | 0.63% | 15,267 | 100 | 0.7% | $3,279 | 加仓 |
| — | LISTED FDS TR | $50.16万 | 0.63% | 19,531 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $51.69万 | 0.65% | 9,875 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $51.71万 | 0.65% | 17,157 | 0 | 0.0% | — | 不变 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $55.85万 | 0.70% | 46,196 | 0 | 0.0% | — | 不变 |
| — | VOYA EMERGING MKTS HIGH DIVI | $73.98万 | 0.92% | 94,848 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $99.89万 | 1.25% | 18,369 | -3,284 | -15.2% | -$17.86万 | 减仓 |
| LZ | LEGALZOOM COM INC | $119.75万 | 1.50% | 195,347 | -30,791 | -13.6% | -$18.87万 | 减仓 |
| IAU | ISHARES GOLD TR | $151.02万 | 1.89% | 20,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $190.23万 | 2.38% | 3,377 | -580 | -14.7% | -$32.67万 | 减仓 |
| ABNB | AIRBNB INC | $191.97万 | 2.40% | 13,415 | -2,434 | -15.4% | -$34.83万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $219.52万 | 2.74% | 17,467 | -2,295 | -11.6% | -$28.84万 | 减仓 |
| OKTA | OKTA INC | $229.32万 | 2.87% | 16,806 | -3,430 | -16.9% | -$46.80万 | 减仓 |
| AMZN | AMAZON COM INC | $230.36万 | 2.88% | 9,665 | -1,539 | -13.7% | -$36.68万 | 减仓 |
| BX | BLACKSTONE INC | $232.62万 | 2.91% | 19,769 | -2,764 | -12.3% | -$32.52万 | 减仓 |
| OMCL | OMNICELL COM | $277.06万 | 3.46% | 66,730 | -10,407 | -13.5% | -$43.21万 | 减仓 |
| Z | ZILLOW GROUP INC | $287.50万 | 3.59% | 91,213 | -12,059 | -11.7% | -$38.01万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $294.20万 | 3.68% | 228,237 | -25,910 | -10.2% | -$33.40万 | 减仓 |
| YOU | CLEAR SECURE INC | $411.58万 | 5.14% | 73,852 | -10,035 | -12.0% | -$55.93万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $814.35万 | 10.18% | 94,352 | -12,465 | -11.7% | -$107.59万 | 减仓 |
| — | EA SERIES TRUST | $847.37万 | 10.59% | 354,102 | 12,877 | 3.8% | $30.81万 | 加仓 |
| XYZ | BLOCK INC | $851.34万 | 10.64% | 112,018 | -11,062 | -9.0% | -$84.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,978.70万 | 24.72% | 28,810 | 0 | 0.0% | — | 不变 |