Avory & Company, LLC
MIAMI FL · SEC CIK 0001842766
$7,728.60万2026Q1 申报市值
34持仓数
76.4%前十大占比 · 第一大 22.3%
8 / 16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
EA SERIES TRUST 新建仓+$729.03万
AMZN 新建仓+$233.35万
BX 加仓+$229.67万
ABNB 新建仓+$200.14万
OKTA 新建仓+$159.28万
2026Q1 卖出最多 按季末市值估算
FVRR 清仓-$1,901.03万
ZM 减仓-$1,388.27万
XYZ 减仓-$1,271.85万
YOU 减仓-$745.24万
CPRI 清仓-$540.87万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,721.54万 | 22.27% | 28,810 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $858.70万 | 11.11% | 106,817 | -172,692 | -61.8% | -$1,388.27万 | 减仓 |
| XYZ | BLOCK INC | $740.70万 | 9.58% | 123,080 | -211,341 | -63.2% | -$1,271.85万 | 减仓 |
| — | EA SERIES TRUST | $729.03万 | 9.43% | 341,225 | 341,225 | — | $729.03万 | 新建仓 |
| Z | ZILLOW GROUP INC | $427.34万 | 5.53% | 103,272 | -89,674 | -46.5% | -$371.07万 | 减仓 |
| YOU | CLEAR SECURE INC | $406.09万 | 5.25% | 83,887 | -153,945 | -64.7% | -$745.24万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $266.35万 | 3.45% | 254,147 | -80,062 | -24.0% | -$83.90万 | 减仓 |
| BX | BLACKSTONE INC | $259.11万 | 3.35% | 22,533 | 19,973 | 780.2% | $229.67万 | 加仓 |
| OMCL | OMNICELL COM | $257.48万 | 3.33% | 77,137 | -156,571 | -67.0% | -$522.63万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $240.19万 | 3.11% | 19,762 | -19,369 | -49.5% | -$235.41万 | 减仓 |
| AMZN | AMAZON COM INC | $233.35万 | 3.02% | 11,204 | 11,204 | — | $233.35万 | 新建仓 |
| META | META PLATFORMS INC | $226.42万 | 2.93% | 3,957 | -4,763 | -54.6% | -$272.54万 | 减仓 |
| ABNB | AIRBNB INC | $200.14万 | 2.59% | 15,849 | 15,849 | — | $200.14万 | 新建仓 |
| IAU | ISHARES GOLD TR | $176.32万 | 2.28% | 20,000 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $159.28万 | 2.06% | 20,236 | 20,236 | — | $159.28万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $128.22万 | 1.66% | 226,138 | -132,171 | -36.9% | -$74.94万 | 减仓 |
| RBLX | ROBLOX CORP | $122.47万 | 1.58% | 21,653 | 21,653 | — | $122.47万 | 新建仓 |
| — | VOYA EMERGING MKTS HIGH DIVI | $63.17万 | 0.82% | 94,848 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $51.28万 | 0.66% | 9,875 | 9,875 | — | $51.28万 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $50.63万 | 0.66% | 46,196 | 0 | 0.0% | — | 不变 |
| WTPI | WISDOMTREE TR | $48.40万 | 0.63% | 15,167 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $47.89万 | 0.62% | 19,531 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $45.76万 | 0.59% | 17,157 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $40.11万 | 0.52% | 45,682 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $32.58万 | 0.42% | 23,681 | 696 | 3.0% | $9,577 | 加仓 |
| S | SENTINELONE INC | $31.46万 | 0.41% | 24,423 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $30.16万 | 0.39% | 15,248 | -1,513 | -9.0% | -$2.99万 | 减仓 |
| CRM | SALESFORCE INC | $22.92万 | 0.30% | 1,228 | -1,367 | -52.7% | -$25.52万 | 减仓 |
| WIX | WIX COM LTD | $22.00万 | 0.28% | 2,443 | -1,017 | -29.4% | -$9.16万 | 减仓 |
| HYG | ISHARES TR | $21.37万 | 0.28% | 2,686 | -861 | -24.3% | -$6.85万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $21.13万 | 0.27% | 9,062 | 9,062 | — | $21.13万 | 新建仓 |
| PFFD | GLOBAL X FDS | $20.27万 | 0.26% | 11,014 | 11,014 | — | $20.27万 | 新建仓 |
| PATH | UIPATH INC | $15.02万 | 0.19% | 13,535 | -3,226 | -19.2% | -$3.58万 | 减仓 |
| AGNC | AGNC INVT CORP | $11.72万 | 0.15% | 11,687 | 372 | 3.3% | $3,731 | 加仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -962,059 | -100.0% | -$1,901.03万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -221,670 | -100.0% | -$540.87万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -700,114 | -100.0% | -$389.26万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,093 | -100.0% | -$38.25万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1,179 | -100.0% | -$36.91万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -7,099 | -100.0% | -$36.69万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -2,284 | -100.0% | -$33.70万 | 清仓 |
| FVRR | FIVERR INTL LTD 看涨期权 | $0 | 0.00% | 0 | -16,800 | -100.0% | -$33.20万 | 清仓 |
| XMTR | XOMETRY INC | $0 | 0.00% | 0 | -4,184 | -100.0% | -$24.88万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,445 | -100.0% | -$23.90万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,187 | -100.0% | -$23.86万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -3,479 | -100.0% | -$23.29万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,962 | -100.0% | -$21.86万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,046 | -100.0% | -$21.36万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$15.94万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP 看涨期权 | $0 | 0.00% | 0 | -1,800 | -100.0% | -$2.71万 | 清仓 |