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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $2,031.01万 | 8.82% | 46,499 | 71 | 0.2% | $3.10万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,489.59万 | 6.47% | 321,032 | 9,200 | 3.0% | $42.69万 | 加仓 |
| AAPL | APPLE INC | $1,417.99万 | 6.16% | 55,873 | -313 | -0.6% | -$7.94万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,244.30万 | 5.40% | 219,531 | 16,693 | 8.2% | $94.62万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $900.66万 | 3.91% | 178,808 | 15,054 | 9.2% | $75.83万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $841.10万 | 3.65% | 151,495 | 16,743 | 12.4% | $92.96万 | 加仓 |
| USIG | ISHARES TR | $798.44万 | 3.47% | 155,854 | 3,956 | 2.6% | $20.27万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $645.35万 | 2.80% | 142,840 | 9,536 | 7.2% | $43.08万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $628.16万 | 2.73% | 34,087 | 3,767 | 12.4% | $69.42万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $627.76万 | 2.73% | 24,393 | 3,431 | 16.4% | $88.30万 | 加仓 |
| HEFA | ISHARES TR | $548.12万 | 2.38% | 128,985 | 22,376 | 21.0% | $95.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $449.59万 | 1.95% | 25,779 | 131 | 0.5% | $2.28万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $380.07万 | 1.65% | 16,594 | 765 | 4.8% | $17.52万 | 加仓 |
| IGSB | ISHARES TR | $331.48万 | 1.44% | 63,068 | 2,036 | 3.3% | $10.70万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $320.97万 | 1.39% | 105,235 | -4,817 | -4.4% | -$14.69万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $293.44万 | 1.27% | 13,507 | 1,321 | 10.8% | $28.70万 | 加仓 |
| CAT | CATERPILLAR INC | $273.63万 | 1.19% | 3,862 | -144 | -3.6% | -$10.20万 | 减仓 |
| META | META PLATFORMS INC | $264.71万 | 1.15% | 4,627 | 57 | 1.2% | $3.26万 | 加仓 |
| MRK | MERCK & CO INC | $254.94万 | 1.11% | 21,194 | -463 | -2.1% | -$5.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $250.06万 | 1.09% | 10,230 | -168 | -1.6% | -$4.11万 | 减仓 |
| TFC | TRUIST FINL CORP | $219.86万 | 0.95% | 47,827 | -197 | -0.4% | -$9,056 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $208.31万 | 0.90% | 27,351 | 2,684 | 10.9% | $20.44万 | 加仓 |
| ALL | ALLSTATE CORP | $202.99万 | 0.88% | 9,790 | -490 | -4.8% | -$10.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $168.00万 | 0.73% | 4,539 | 120 | 2.7% | $4.44万 | 加仓 |
| AN | AUTONATION INC | $166.85万 | 0.72% | 8,545 | -15 | -0.2% | -$2,929 | 减仓 |
| V | VISA INC | $164.27万 | 0.71% | 5,435 | 1 | 0.0% | $302 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $147.86万 | 0.64% | 6,100 | -13 | -0.2% | -$3,151 | 减仓 |
| ETN | EATON CORP PLC | $145.37万 | 0.63% | 4,064 | -58 | -1.4% | -$2.07万 | 减仓 |
| NEM | NEWMONT CORP | $145.01万 | 0.63% | 13,396 | -605 | -4.3% | -$6.55万 | 减仓 |
| MCD | MCDONALDS CORP | $141.73万 | 0.62% | 4,560 | 45 | 1.0% | $1.40万 | 加仓 |
| CSCO | CISCO SYS INC | $134.05万 | 0.58% | 17,277 | 31 | 0.2% | $2,405 | 加仓 |
| NFLX | NETFLIX INC. | $126.74万 | 0.55% | 13,181 | 1,626 | 14.1% | $15.63万 | 加仓 |
| CZNC | CITIZENS & NORTHN CORP | $126.36万 | 0.55% | 56,564 | -1,625 | -2.8% | -$3.63万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $126.29万 | 0.55% | 5,766 | -273 | -4.5% | -$5.98万 | 减仓 |
| LLY | ELI LILLY & CO | $123.16万 | 0.53% | 1,339 | -92 | -6.4% | -$8.46万 | 减仓 |
| WM | WASTE MGMT INC DEL | $118.56万 | 0.51% | 5,160 | 56 | 1.1% | $1.29万 | 加仓 |
| AME | AMETEK INC | $118.54万 | 0.51% | 5,530 | -250 | -4.3% | -$5.36万 | 减仓 |
| — | EXXON MOBIL CORP | $117.16万 | 0.51% | 6,906 | -1,308 | -15.9% | -$22.19万 | 减仓 |
| AVGO | BROADCOM INC | $115.45万 | 0.50% | 3,730 | 59 | 1.6% | $1.83万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $112.17万 | 0.49% | 11,482 | -308 | -2.6% | -$3.01万 | 减仓 |
| RAL | RALLIANT CORP | $111.56万 | 0.48% | 26,823 | 4,611 | 20.8% | $19.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $105.93万 | 0.46% | 3,601 | 67 | 1.9% | $1.97万 | 加仓 |
| RIO | RIO TINTO PLC | $103.13万 | 0.45% | 11,055 | 92 | 0.8% | $8,583 | 加仓 |
| TSLA | TESLA INC | $100.52万 | 0.44% | 2,704 | 16 | 0.6% | $5,948 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $99.81万 | 0.43% | 2,300 | -256 | -10.0% | -$11.11万 | 减仓 |
| AMZN | AMAZON COM INC | $97.55万 | 0.42% | 4,684 | 304 | 6.9% | $6.33万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $94.41万 | 0.41% | 3,327 | -150 | -4.3% | -$4.26万 | 减仓 |
| ADI | ANALOG DEVICES INC | $92.78万 | 0.40% | 2,916 | -67 | -2.2% | -$2.13万 | 减仓 |
| KO | COCA COLA CO | $92.50万 | 0.40% | 12,163 | -79 | -0.6% | -$6,008 | 减仓 |
| ADBE | ADOBE INC | $87.10万 | 0.38% | 3,583 | 171 | 5.0% | $4.16万 | 加仓 |
| INTC | INTEL CORP | $86.01万 | 0.37% | 19,491 | -919 | -4.5% | -$4.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $85.57万 | 0.37% | 1,432 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $85.05万 | 0.37% | 10,683 | -8 | -0.1% | -$637 | 减仓 |
| COWZ | PACER FDS TR | $79.66万 | 0.35% | 12,734 | -3,871 | -23.3% | -$24.22万 | 减仓 |
| PEP | PEPSICO INC | $77.79万 | 0.34% | 5,009 | -86 | -1.7% | -$1.34万 | 减仓 |
| EOG | EOG RES INC | $76.98万 | 0.33% | 5,325 | -76 | -1.4% | -$1.10万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $75.16万 | 0.33% | 21,937 | -490 | -2.2% | -$1.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.77万 | 0.32% | 1,134 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $73.37万 | 0.32% | 4,240 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $73.30万 | 0.32% | 8,858 | -92 | -1.0% | -$7,613 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $72.38万 | 0.31% | 4,329 | -65 | -1.5% | -$1.09万 | 减仓 |
| VHT | VANGUARD WORLD FD | $71.27万 | 0.31% | 2,617 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $70.29万 | 0.31% | 29,521 | 1,048 | 3.7% | $2.50万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $69.86万 | 0.30% | 8,629 | -324 | -3.6% | -$2.62万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.39万 | 0.30% | 3,362 | 17 | 0.5% | $3,458 | 加仓 |
| MMM | 3M CO | $66.63万 | 0.29% | 4,588 | -293 | -6.0% | -$4.25万 | 减仓 |
| CCI | CROWN CASTLE INC | $66.32万 | 0.29% | 8,157 | -483 | -5.6% | -$3.93万 | 减仓 |
| VGT | VANGUARD WORLD FD | $65.66万 | 0.29% | 941 | -4 | -0.4% | -$2,791 | 减仓 |
| COP | CONOCOPHILLIPS | $64.91万 | 0.28% | 4,918 | -5 | -0.1% | -$660 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $64.07万 | 0.28% | 13,335 | -1,139 | -7.9% | -$5.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $63.66万 | 0.28% | 3,077 | 30 | 1.0% | $6,207 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $63.37万 | 0.28% | 5,342 | -315 | -5.6% | -$3.74万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $63.32万 | 0.27% | 13,487 | -3,584 | -21.0% | -$16.83万 | 减仓 |
| MPC | MARATHON PETE CORP | $62.19万 | 0.27% | 2,547 | -28 | -1.1% | -$6,837 | 减仓 |
| GOOGL | ALPHABET INC | $60.70万 | 0.26% | 2,111 | 65 | 3.2% | $1.87万 | 加仓 |
| RTX | RTX CORPORATION | $58.38万 | 0.25% | 3,026 | 43 | 1.4% | $8,296 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $57.78万 | 0.25% | 1,480 | -14 | -0.9% | -$5,466 | 减仓 |
| GOOG | ALPHABET INC | $57.66万 | 0.25% | 2,010 | 115 | 6.1% | $3.30万 | 加仓 |
| MS | MORGAN STANLEY | $57.11万 | 0.25% | 3,470 | -42 | -1.2% | -$6,912 | 减仓 |
| MBB | ISHARES TR | $54.99万 | 0.24% | 5,791 | 27 | 0.5% | $2,564 | 加仓 |
| AMGN | AMGEN INC | $54.90万 | 0.24% | 1,560 | 61 | 4.1% | $2.15万 | 加仓 |
| SO | SOUTHERN CO | $54.63万 | 0.24% | 5,660 | -81 | -1.4% | -$7,818 | 减仓 |
| MDT | MEDTRONIC PLC | $52.82万 | 0.23% | 6,096 | 320 | 5.5% | $2.77万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $51.74万 | 0.22% | 1,910 | -13 | -0.7% | -$3,521 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $51.48万 | 0.22% | 8,644 | 70 | 0.8% | $4,168 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $51.32万 | 0.22% | 4,347 | 5 | 0.1% | $590 | 加仓 |
| GSK | GSK PLC | $49.65万 | 0.22% | 8,997 | 322 | 3.7% | $1.78万 | 加仓 |
| CRM | SALESFORCE INC | $47.00万 | 0.20% | 2,518 | 246 | 10.8% | $4.59万 | 加仓 |
| SYK | STRYKER CORPORATION | $46.50万 | 0.20% | 1,415 | -1 | -0.1% | -$329 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.12万 | 0.20% | 3,522 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.49万 | 0.20% | 3,110 | -215 | -6.5% | -$3.15万 | 减仓 |
| NUE | NUCOR CORP | $45.28万 | 0.20% | 2,678 | 2 | 0.1% | $338 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $45.06万 | 0.20% | 4,796 | -10 | -0.2% | -$940 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $44.82万 | 0.19% | 2,154 | 29 | 1.4% | $6,035 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $44.13万 | 0.19% | 15,148 | -1,600 | -9.6% | -$4.66万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $43.76万 | 0.19% | 20,361 | -1,893 | -8.5% | -$4.07万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $43.70万 | 0.19% | 4,927 | -156 | -3.1% | -$1.38万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $42.88万 | 0.19% | 3,734 | -187 | -4.8% | -$2.15万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $42.45万 | 0.18% | 8,436 | -43 | -0.5% | -$2,164 | 减仓 |
| GLD | SPDR GOLD TR | $42.25万 | 0.18% | 982 | 0 | 0.0% | — | 不变 |