IVC Wealth Advisors LLC
SILVERDALE PA · SEC CIK 0001842811
$2.56亿2026Q2 申报市值
177持仓数
45.3%前十大占比 · 第一大 9.2%
9 / 8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
FPS 新建仓+$114.31万
JMBS 加仓+$63.52万
VTV 新建仓+$51.76万
USIG 加仓+$33.29万
ASML 新建仓+$27.45万
2026Q2 卖出最多 按季末市值估算
VOT 减仓-$53.11万
VUG 减仓-$39.13万
RSP 清仓-$28.88万
VZ 清仓-$28.54万
AAPL 减仓-$27.60万
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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,505 | -100.0% | -$28.88万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,684 | -100.0% | -$28.54万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,056 | -100.0% | -$23.35万 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -5,186 | -100.0% | -$23.27万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -3,875 | -100.0% | -$20.98万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.73万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,233 | -100.0% | -$20.31万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -726 | -100.0% | -$20.28万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC | $11.84万 | 0.05% | 12,845 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $20.04万 | 0.08% | 1,586 | -1 | -0.1% | -$126 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $20.16万 | 0.08% | 596 | -37 | -5.8% | -$1.25万 | 重新持有 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.30万 | 0.08% | 4,015 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $20.35万 | 0.08% | 940 | -1 | -0.1% | -$216 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $20.56万 | 0.08% | 1,402 | -585 | -29.4% | -$8.58万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $20.59万 | 0.08% | 4,071 | 4,071 | — | $20.59万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $20.91万 | 0.08% | 284 | 284 | — | $20.91万 | 新建仓 |
| GNMA | ISHARES TR | $21.01万 | 0.08% | 4,750 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $21.16万 | 0.08% | 2,152 | -1,693 | -44.0% | -$16.65万 | 减仓 |
| IYJ | ISHARES TR | $21.33万 | 0.08% | 1,280 | 1,280 | — | $21.33万 | 新建仓 |
| ORCL | ORACLE CORP | $21.41万 | 0.08% | 1,461 | -13 | -0.9% | -$1,905 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.42万 | 0.08% | 229 | -11 | -4.6% | -$1.03万 | 减仓 |
| ICOW | PACER FDS TR | $21.68万 | 0.08% | 5,208 | -3,100 | -37.3% | -$12.91万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $22.39万 | 0.09% | 194 | 194 | — | $22.39万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $22.42万 | 0.09% | 5,010 | -507 | -9.2% | -$2.27万 | 减仓 |
| LIN | LINDE PLC | $22.63万 | 0.09% | 436 | -2 | -0.5% | -$1,038 | 减仓 |
| RGLD | ROYAL GOLD INC | $23.23万 | 0.09% | 1,164 | 13 | 1.1% | $2,595 | 加仓 |
| USHY | ISHARES TR | $23.26万 | 0.09% | 6,284 | 166 | 2.7% | $6,145 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.72万 | 0.09% | 474 | -287 | -37.7% | -$14.36万 | 减仓 |
| TJX | TJX COS INC NEW | $23.77万 | 0.09% | 1,569 | 3 | 0.2% | $455 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $24.90万 | 0.10% | 1,273 | 1,273 | — | $24.90万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.08万 | 0.10% | 604 | -44 | -6.8% | -$1.83万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $25.18万 | 0.10% | 1,139 | 1,139 | — | $25.18万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $25.22万 | 0.10% | 764 | 1 | 0.1% | $330 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $25.26万 | 0.10% | 3,334 | -956 | -22.3% | -$7.24万 | 减仓 |
| USRT | ISHARES TR | $25.75万 | 0.10% | 3,875 | -96 | -2.4% | -$6,379 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.82万 | 0.10% | 5,057 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $26.33万 | 0.10% | 2,406 | -416 | -14.7% | -$4.55万 | 减仓 |
| WMT | WALMART INC | $26.87万 | 0.10% | 2,372 | -123 | -4.9% | -$1.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.96万 | 0.11% | 2,130 | 173 | 8.8% | $2.19万 | 加仓 |
| VIS | VANGUARD WORLD FD | $27.03万 | 0.11% | 750 | -68 | -8.3% | -$2.45万 | 减仓 |
| MUB | ISHARES TR | $27.43万 | 0.11% | 2,549 | -13 | -0.5% | -$1,399 | 减仓 |
| ASML | ASML HLDG NV | $27.45万 | 0.11% | 138 | 138 | — | $27.45万 | 新建仓 |
| PSX | PHILLIPS 66 | $27.86万 | 0.11% | 1,648 | -28 | -1.7% | -$4,734 | 减仓 |
| VFH | VANGUARD WORLD FD | $28.29万 | 0.11% | 2,150 | 400 | 22.9% | $5.26万 | 加仓 |
| VEEV | VEEVA SYS INC | $28.31万 | 0.11% | 1,595 | 150 | 10.4% | $2.66万 | 加仓 |
| FDX | FEDEX CORP | $28.71万 | 0.11% | 917 | -91 | -9.0% | -$2.85万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $28.93万 | 0.11% | 5,305 | 250 | 4.9% | $1.36万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.97万 | 0.12% | 5,201 | 6 | 0.1% | $346 | 加仓 |
| HD | HOME DEPOT INC | $30.13万 | 0.12% | 854 | 68 | 8.7% | $2.40万 | 加仓 |
| IEMG | ISHARES INC | $32.66万 | 0.13% | 3,942 | 100 | 2.6% | $8,285 | 加仓 |
| VDC | VANGUARD WORLD FD | $33.01万 | 0.13% | 1,464 | 1 | 0.1% | $225 | 加仓 |
| SBUX | STARBUCKS CORP | $33.07万 | 0.13% | 3,236 | -6 | -0.2% | -$613 | 减仓 |
| C | CITIGROUP INC | $33.18万 | 0.13% | 2,371 | -26 | -1.1% | -$3,639 | 减仓 |
| VCR | VANGUARD WORLD FD | $33.32万 | 0.13% | 840 | -35 | -4.0% | -$1.39万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $33.71万 | 0.13% | 12,720 | 853 | 7.2% | $2.26万 | 加仓 |
| DE | DEERE & CO | $33.72万 | 0.13% | 532 | 71 | 15.4% | $4.50万 | 加仓 |
| IAGG | ISHARES TR | $33.83万 | 0.13% | 6,686 | 2,411 | 56.4% | $12.20万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.86万 | 0.13% | 4,285 | 116 | 2.8% | $9,167 | 加仓 |
| SON | SONOCO PRODS CO | $33.89万 | 0.13% | 6,015 | -820 | -12.0% | -$4.62万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $34.01万 | 0.13% | 3,074 | 463 | 17.7% | $5.12万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.11万 | 0.13% | 2,493 | -37 | -1.5% | -$5,062 | 减仓 |
| KNF | KNIFE RIVER CORP | $34.32万 | 0.13% | 4,103 | -254 | -5.8% | -$2.12万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $34.50万 | 0.13% | 5,927 | 283 | 5.0% | $1.65万 | 加仓 |
| AZO | AUTOZONE INC | $34.52万 | 0.13% | 108 | 1 | 0.9% | $3,196 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $34.52万 | 0.13% | 8,355 | -81 | -1.0% | -$3,347 | 减仓 |
| VOX | VANGUARD WORLD FD | $35.00万 | 0.14% | 1,903 | 201 | 11.8% | $3.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.41万 | 0.14% | 3,035 | -75 | -2.4% | -$8,750 | 减仓 |
| CRM | SALESFORCE INC | $35.81万 | 0.14% | 2,286 | -232 | -9.2% | -$3.63万 | 减仓 |
| IYW | ISHARES TR | $35.82万 | 0.14% | 1,420 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $36.17万 | 0.14% | 982 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $36.31万 | 0.14% | 9,150 | 2,249 | 32.6% | $8.92万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $36.34万 | 0.14% | 6,088 | -220 | -3.5% | -$1.31万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $36.47万 | 0.14% | 4,724 | -72 | -1.5% | -$5,559 | 减仓 |
| ONEY | SPDR SERIES TRUST | $36.57万 | 0.14% | 2,855 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $38.16万 | 0.15% | 3,243 | 39 | 1.2% | $4,589 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $39.07万 | 0.15% | 16,099 | -6 | -0.0% | -$146 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $40.61万 | 0.16% | 8,440 | 613 | 7.8% | $2.95万 | 加仓 |
| IQV | IQVIA HLDGS INC | $40.77万 | 0.16% | 2,110 | -6 | -0.3% | -$1,159 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $41.68万 | 0.16% | 4,322 | -605 | -12.3% | -$5.83万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $44.23万 | 0.17% | 3,742 | 8 | 0.2% | $946 | 加仓 |
| ABBV | ABBVIE INC | $44.46万 | 0.17% | 1,767 | -58 | -3.2% | -$1.46万 | 减仓 |
| SYK | STRYKER CORPORATION | $44.73万 | 0.17% | 1,421 | 6 | 0.4% | $1,889 | 加仓 |
| GNRC | GENERAC HLDGS INC | $45.09万 | 0.18% | 1,540 | -15 | -1.0% | -$4,392 | 减仓 |
| SNOW | SNOWFLAKE INC | $45.78万 | 0.18% | 1,799 | -1 | -0.1% | -$255 | 减仓 |
| GSK | GSK PLC | $45.81万 | 0.18% | 8,739 | -258 | -2.9% | -$1.35万 | 减仓 |
| MDT | MEDTRONIC PLC | $46.33万 | 0.18% | 5,922 | -174 | -2.9% | -$1.36万 | 减仓 |
| GLW | CORNING INC | $46.46万 | 0.18% | 1,819 | -402 | -18.1% | -$10.27万 | 减仓 |
| USB | US BANCORP | $46.74万 | 0.18% | 7,738 | -52 | -0.7% | -$3,141 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $48.69万 | 0.19% | 20,560 | 199 | 1.0% | $4,712 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $49.76万 | 0.19% | 492 | -4 | -0.8% | -$4,045 | 减仓 |
| COP | CONOCOPHILLIPS | $51.13万 | 0.20% | 4,918 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $51.25万 | 0.20% | 3,092 | 15 | 0.5% | $2,486 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $51.26万 | 0.20% | 15,148 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.46万 | 0.20% | 3,522 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $51.76万 | 0.20% | 2,375 | 2,375 | — | $51.76万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $51.95万 | 0.20% | 2,110 | -44 | -2.0% | -$1.08万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $53.58万 | 0.21% | 5,875 | -510 | -8.0% | -$4.65万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $53.77万 | 0.21% | 9,117 | 473 | 5.5% | $2.79万 | 加仓 |
| SO | SOUTHERN CO | $53.85万 | 0.21% | 5,626 | -34 | -0.6% | -$3,254 | 减仓 |
| COWZ | PACER FDS TR | $54.16万 | 0.21% | 8,707 | -4,027 | -31.6% | -$25.05万 | 减仓 |