IVC Wealth Advisors LLC
SILVERDALE PA · SEC CIK 0001842811
$2.30亿2026Q1 申报市值
173持仓数
46.1%前十大占比 · 第一大 8.8%
6 / 12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
HEFA 加仓+$95.09万
JEPI 加仓+$94.62万
JEPQ 加仓+$92.96万
VOT 加仓+$88.30万
JAAA 加仓+$75.83万
2026Q1 卖出最多 按季末市值估算
SOLV 清仓-$51.73万
BOND 清仓-$38.00万
CSGP 清仓-$36.74万
ITOT 清仓-$36.40万
PAYX 减仓-$30.44万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $41.96万 | 0.18% | 496 | -21 | -4.1% | -$1.78万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $41.25万 | 0.18% | 6,385 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $40.52万 | 0.18% | 7,790 | 307 | 4.1% | $1.60万 | 加仓 |
| ABBV | ABBVIE INC | $39.69万 | 0.17% | 1,825 | -19 | -1.0% | -$4,132 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $39.10万 | 0.17% | 16,105 | 722 | 4.7% | $1.75万 | 加仓 |
| DY | DYCOM INDS INC | $38.35万 | 0.17% | 1,132 | -53 | -4.5% | -$1.80万 | 减仓 |
| SON | SONOCO PRODS CO | $36.97万 | 0.16% | 6,835 | 650 | 10.5% | $3.52万 | 加仓 |
| BX | BLACKSTONE INC | $36.84万 | 0.16% | 3,204 | 99 | 3.2% | $1.14万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $36.58万 | 0.16% | 7,827 | -84 | -1.1% | -$3,926 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.47万 | 0.16% | 761 | -4 | -0.5% | -$1,917 | 减仓 |
| AZO | AUTOZONE INC | $36.14万 | 0.16% | 107 | 3 | 2.9% | $1.01万 | 加仓 |
| IQV | IQVIA HLDGS INC | $36.09万 | 0.16% | 2,116 | -4 | -0.2% | -$682 | 减仓 |
| FDX | FEDEX CORP | $35.89万 | 0.16% | 1,008 | -46 | -4.4% | -$1.64万 | 减仓 |
| KNF | KNIFE RIVER CORP | $35.57万 | 0.15% | 4,357 | 21 | 0.5% | $1,715 | 加仓 |
| PAYX | PAYCHEX INC | $35.42万 | 0.15% | 3,845 | -3,304 | -46.2% | -$30.44万 | 减仓 |
| ICOW | PACER FDS TR | $35.26万 | 0.15% | 8,308 | -3,198 | -27.8% | -$13.57万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $34.27万 | 0.15% | 2,855 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.09万 | 0.15% | 6,308 | 858 | 15.7% | $4.64万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $33.16万 | 0.14% | 2,530 | 192 | 8.2% | $2.52万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.05万 | 0.14% | 4,169 | 32 | 0.8% | $2,537 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $33.04万 | 0.14% | 5,644 | 72 | 1.3% | $4,215 | 加仓 |
| VDC | VANGUARD WORLD FD | $32.86万 | 0.14% | 1,463 | 1 | 0.1% | $225 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $31.58万 | 0.14% | 11,867 | -20 | -0.2% | -$532 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.51万 | 0.14% | 5,195 | -2 | -0.0% | -$121 | 减仓 |
| VCR | VANGUARD WORLD FD | $31.42万 | 0.14% | 875 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $31.14万 | 0.14% | 2,822 | -242 | -7.9% | -$2.67万 | 减仓 |
| FROG | JFROG LTD | $31.01万 | 0.13% | 6,608 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.01万 | 0.13% | 2,495 | 146 | 6.2% | $1.81万 | 加仓 |
| VOX | VANGUARD WORLD FD | $30.61万 | 0.13% | 1,702 | 1 | 0.1% | $180 | 加仓 |
| PSX | PHILLIPS 66 | $30.54万 | 0.13% | 1,676 | -7 | -0.4% | -$1,275 | 减仓 |
| GNRC | GENERAC HLDGS INC | $30.37万 | 0.13% | 1,555 | -125 | -7.4% | -$2.44万 | 减仓 |
| GLW | CORNING INC | $30.20万 | 0.13% | 2,221 | 2,221 | — | $30.20万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $29.91万 | 0.13% | 4,290 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $29.85万 | 0.13% | 5,057 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $29.55万 | 0.13% | 2,611 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $29.29万 | 0.13% | 1,151 | -149 | -11.5% | -$3.79万 | 减仓 |
| SBUX | STARBUCKS CORP | $29.05万 | 0.13% | 3,242 | 48 | 1.5% | $4,301 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.88万 | 0.13% | 1,505 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.70万 | 0.12% | 1,987 | -6 | -0.3% | -$867 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.54万 | 0.12% | 5,684 | -800 | -12.3% | -$4.02万 | 减仓 |
| MUB | ISHARES TR | $27.19万 | 0.12% | 2,562 | 1 | 0.0% | $106 | 加仓 |
| C | CITIGROUP INC | $27.18万 | 0.12% | 2,397 | 24 | 1.0% | $2,722 | 加仓 |
| SNOW | SNOWFLAKE INC | $27.15万 | 0.12% | 1,800 | -3 | -0.2% | -$452 | 减仓 |
| IEMG | ISHARES INC | $26.80万 | 0.12% | 3,842 | -704 | -15.5% | -$4.91万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $26.40万 | 0.11% | 6,901 | 6,901 | — | $26.40万 | 新建仓 |
| DE | DEERE & CO | $25.98万 | 0.11% | 461 | 6 | 1.3% | $3,382 | 加仓 |
| HD | HOME DEPOT INC | $25.86万 | 0.11% | 786 | 13 | 1.7% | $4,277 | 加仓 |
| IYW | ISHARES TR | $25.76万 | 0.11% | 1,420 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $25.62万 | 0.11% | 1,957 | 237 | 13.8% | $3.10万 | 加仓 |
| VIS | VANGUARD WORLD FD | $25.54万 | 0.11% | 818 | -4 | -0.5% | -$1,249 | 减仓 |
| VEEV | VEEVA SYS INC | $25.38万 | 0.11% | 1,445 | 1,445 | — | $25.38万 | 新建仓 |
| TJX | TJX COS INC NEW | $25.01万 | 0.11% | 1,566 | -105 | -6.3% | -$1.68万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $24.72万 | 0.11% | 5,517 | -409 | -6.9% | -$1.83万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.60万 | 0.11% | 628 | 628 | — | $24.60万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $24.05万 | 0.10% | 5,055 | 175 | 3.6% | $8,325 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.92万 | 0.10% | 240 | 5 | 2.1% | $4,983 | 加仓 |
| USRT | ISHARES TR | $23.50万 | 0.10% | 3,971 | -42 | -1.0% | -$2,486 | 减仓 |
| T | AT&T INC | $23.35万 | 0.10% | 8,056 | -16 | -0.2% | -$464 | 减仓 |
| CALF | PACER FDS TR | $23.27万 | 0.10% | 5,186 | -1,312 | -20.2% | -$5.89万 | 减仓 |
| USHY | ISHARES TR | $22.54万 | 0.10% | 6,118 | -59 | -1.0% | -$2,174 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $22.26万 | 0.10% | 763 | 12 | 1.6% | $3,500 | 加仓 |
| GILD | GILEAD SCIENCES INC | $22.12万 | 0.10% | 1,587 | 1,587 | — | $22.12万 | 新建仓 |
| LIN | LINDE PLC | $21.71万 | 0.09% | 438 | 0 | 0.0% | — | 重新持有 |
| ORCL | ORACLE CORP | $21.68万 | 0.09% | 1,474 | 140 | 10.5% | $2.06万 | 加仓 |
| IAGG | ISHARES TR | $21.39万 | 0.09% | 4,275 | 4,275 | — | $21.39万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $21.14万 | 0.09% | 1,750 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES TR | $21.06万 | 0.09% | 4,750 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $20.98万 | 0.09% | 3,875 | -720 | -15.7% | -$3.90万 | 重新持有 |
| CLX | CLOROX CO DEL | $20.73万 | 0.09% | 2,000 | -59 | -2.9% | -$6,115 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.32万 | 0.09% | 4,015 | -118 | -2.9% | -$5,972 | 减仓 |
| PFE | PFIZER INC | $20.31万 | 0.09% | 7,233 | -1,872 | -20.6% | -$5.26万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $20.28万 | 0.09% | 726 | -62 | -7.9% | -$1.73万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $11.55万 | 0.05% | 12,845 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -6,528 | -100.0% | -$51.73万 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -4,082 | -100.0% | -$38.00万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -5,464 | -100.0% | -$36.74万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -2,448 | -100.0% | -$36.40万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -927 | -100.0% | -$24.87万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,539 | -100.0% | -$24.21万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -5,865 | -100.0% | -$23.10万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -325 | -100.0% | -$22.26万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,172 | -100.0% | -$21.54万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -4,369 | -100.0% | -$20.72万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,003 | -100.0% | -$20.60万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -3,268 | -100.0% | -$13.63万 | 清仓 |