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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $2,364.12万 | 9.22% | 274,451 | -4,543 | -1.6% | -$39.13万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1,623.71万 | 6.33% | 318,688 | -2,344 | -0.7% | -$11.94万 | 减仓 |
| AAPL | APPLE INC | $1,589.13万 | 6.20% | 54,919 | -954 | -1.7% | -$27.60万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,259.72万 | 4.91% | 223,038 | 3,507 | 1.6% | $19.81万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $932.08万 | 3.64% | 151,657 | 162 | 0.1% | $9,957 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $923.83万 | 3.60% | 182,973 | 4,165 | 2.3% | $21.03万 | 加仓 |
| USIG | ISHARES TR | $832.66万 | 3.25% | 162,344 | 6,490 | 4.2% | $33.29万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $706.16万 | 2.75% | 156,958 | 14,118 | 9.9% | $63.52万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $694.04万 | 2.71% | 22,659 | -1,734 | -7.1% | -$53.11万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $676.80万 | 2.64% | 34,251 | 164 | 0.5% | $3.24万 | 加仓 |
| HEFA | ISHARES TR | $624.66万 | 2.44% | 133,119 | 4,134 | 3.2% | $19.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $513.31万 | 2.00% | 25,654 | -125 | -0.5% | -$2.50万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $469.32万 | 1.83% | 16,314 | -280 | -1.7% | -$8.06万 | 减仓 |
| CAT | CATERPILLAR INC | $404.83万 | 1.58% | 3,802 | -60 | -1.6% | -$6.39万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $363.51万 | 1.42% | 104,426 | -809 | -0.8% | -$2.82万 | 减仓 |
| IGSB | ISHARES TR | $356.55万 | 1.39% | 68,030 | 4,962 | 7.9% | $26.01万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $326.20万 | 1.27% | 13,425 | -82 | -0.6% | -$1.99万 | 减仓 |
| MRK | MERCK & CO INC | $271.63万 | 1.06% | 21,139 | -55 | -0.3% | -$7,067 | 减仓 |
| META | META PLATFORMS INC | $265.30万 | 1.03% | 4,710 | 83 | 1.8% | $4.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $258.22万 | 1.01% | 10,167 | -63 | -0.6% | -$1.60万 | 减仓 |
| INTC | INTEL CORP | $257.51万 | 1.00% | 18,442 | -1,049 | -5.4% | -$14.65万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $245.36万 | 0.96% | 27,693 | 342 | 1.3% | $3.03万 | 加仓 |
| TFC | TRUIST FINL CORP | $237.99万 | 0.93% | 47,770 | -57 | -0.1% | -$2,840 | 减仓 |
| ALL | ALLSTATE CORP | $228.29万 | 0.89% | 9,595 | -195 | -2.0% | -$4.64万 | 减仓 |
| CSCO | CISCO SYS INC | $200.55万 | 0.78% | 17,074 | -203 | -1.2% | -$2.38万 | 减仓 |
| RAL | RALLIANT CORP | $199.85万 | 0.78% | 27,142 | 319 | 1.2% | $2.35万 | 加仓 |
| V | VISA INC | $191.05万 | 0.75% | 5,569 | 134 | 2.5% | $4.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $187.34万 | 0.73% | 3,225 | -137 | -4.1% | -$7.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $173.03万 | 0.67% | 4,639 | 100 | 2.2% | $3.73万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $168.81万 | 0.66% | 6,003 | -97 | -1.6% | -$2.73万 | 减仓 |
| ETN | EATON CORP PLC | $167.39万 | 0.65% | 3,928 | -136 | -3.3% | -$5.80万 | 减仓 |
| LLY | ELI LILLY & CO | $160.84万 | 0.63% | 1,341 | 2 | 0.1% | $2,399 | 加仓 |
| AN | AUTONATION INC | $157.74万 | 0.62% | 8,490 | -55 | -0.6% | -$1.02万 | 减仓 |
| AVGO | BROADCOM INC | $141.13万 | 0.55% | 3,736 | 6 | 0.2% | $2,266 | 加仓 |
| AME | AMETEK INC | $133.81万 | 0.52% | 5,531 | 1 | 0.0% | $242 | 加仓 |
| CZNC | CITIZENS & NORTHN CORP | $127.29万 | 0.50% | 54,608 | -1,956 | -3.5% | -$4.56万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $125.22万 | 0.49% | 27,758 | -1,763 | -6.0% | -$7.95万 | 减仓 |
| NEM | NEWMONT CORP | $125.12万 | 0.49% | 13,396 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $121.26万 | 0.47% | 5,691 | -75 | -1.3% | -$1.60万 | 减仓 |
| MCD | MCDONALDS CORP | $120.72万 | 0.47% | 4,466 | -94 | -2.1% | -$2.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $117.27万 | 0.46% | 3,583 | -18 | -0.5% | -$5,891 | 减仓 |
| WM | WASTE MGMT INC DEL | $114.45万 | 0.45% | 5,135 | -25 | -0.5% | -$5,572 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $114.31万 | 0.45% | 20,464 | 20,464 | — | $114.31万 | 新建仓 |
| TSLA | TESLA INC | $113.77万 | 0.44% | 2,705 | 1 | 0.0% | $421 | 加仓 |
| AMZN | AMAZON COM INC | $113.50万 | 0.44% | 4,762 | 78 | 1.7% | $1.86万 | 加仓 |
| ADI | ANALOG DEVICES INC | $112.90万 | 0.44% | 2,843 | -73 | -2.5% | -$2.90万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $106.81万 | 0.42% | 9,897 | -1,585 | -13.8% | -$17.11万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $105.85万 | 0.41% | 1,387 | -93 | -6.3% | -$7.10万 | 减仓 |
| RIO | RIO TINTO PLC | $102.78万 | 0.40% | 10,827 | -228 | -2.1% | -$2.16万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $98.21万 | 0.38% | 1,430 | -2 | -0.1% | -$1,374 | 减仓 |
| KO | COCA COLA CO | $97.81万 | 0.38% | 12,035 | -128 | -1.1% | -$1.04万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $95.97万 | 0.37% | 21,937 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $95.66万 | 0.37% | 13,398 | 217 | 1.6% | $1.55万 | 加仓 |
| — | EXXON MOBIL CORP | $94.26万 | 0.37% | 6,894 | -12 | -0.2% | -$1,641 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $91.24万 | 0.36% | 2,197 | -103 | -4.5% | -$4.28万 | 减仓 |
| VGT | VANGUARD WORLD FD | $88.72万 | 0.35% | 7,423 | -105 | -1.4% | -$1.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $88.08万 | 0.34% | 10,658 | -25 | -0.2% | -$2,066 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.65万 | 0.33% | 1,134 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $82.74万 | 0.32% | 2,767 | 150 | 5.7% | $4.49万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $81.96万 | 0.32% | 4,194 | -135 | -3.1% | -$2.64万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $79.74万 | 0.31% | 3,336 | 9 | 0.3% | $2,151 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $77.21万 | 0.30% | 5,339 | -3 | -0.1% | -$434 | 减仓 |
| GOOGL | ALPHABET INC | $76.58万 | 0.30% | 2,143 | 32 | 1.5% | $1.14万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $76.43万 | 0.30% | 9,248 | 390 | 4.4% | $3.22万 | 加仓 |
| ADBE | ADOBE INC | $73.29万 | 0.29% | 3,575 | -8 | -0.2% | -$1,640 | 减仓 |
| MMM | 3M CO | $70.31万 | 0.27% | 4,343 | -245 | -5.3% | -$3.97万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $69.98万 | 0.27% | 4,217 | -130 | -3.0% | -$2.16万 | 减仓 |
| GOOG | ALPHABET INC | $69.78万 | 0.27% | 1,975 | -35 | -1.7% | -$1.24万 | 减仓 |
| MS | MORGAN STANLEY | $69.30万 | 0.27% | 3,315 | -155 | -4.5% | -$3.24万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.56万 | 0.26% | 8,324 | -305 | -3.5% | -$2.48万 | 减仓 |
| EOG | EOG RES INC | $67.39万 | 0.26% | 5,194 | -131 | -2.5% | -$1.70万 | 减仓 |
| PEP | PEPSICO INC | $65.56万 | 0.26% | 4,842 | -167 | -3.3% | -$2.26万 | 减仓 |
| MPC | MARATHON PETE CORP | $65.32万 | 0.25% | 2,555 | 8 | 0.3% | $2,045 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $61.52万 | 0.24% | 13,142 | -345 | -2.6% | -$1.61万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $60.99万 | 0.24% | 632 | 4 | 0.6% | $3,860 | 加仓 |
| PSA | PUBLIC STORAGE | $60.57万 | 0.24% | 1,903 | -7 | -0.4% | -$2,228 | 减仓 |
| NUE | NUCOR CORP | $59.63万 | 0.23% | 2,677 | -1 | -0.0% | -$223 | 减仓 |
| VDE | VANGUARD WORLD FD | $59.15万 | 0.23% | 3,940 | -300 | -7.1% | -$4.50万 | 减仓 |
| MBB | ISHARES TR | $59.11万 | 0.23% | 6,254 | 463 | 8.0% | $4.38万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $58.35万 | 0.23% | 12,048 | -1,287 | -9.7% | -$6.23万 | 减仓 |
| CCI | CROWN CASTLE INC | $57.10万 | 0.22% | 7,540 | -617 | -7.6% | -$4.67万 | 减仓 |
| RTX | RTX CORPORATION | $56.98万 | 0.22% | 3,003 | -23 | -0.8% | -$4,364 | 减仓 |
| DY | DYCOM INDS INC | $56.37万 | 0.22% | 1,115 | -17 | -1.5% | -$8,595 | 减仓 |
| AMGN | AMGEN INC | $56.01万 | 0.22% | 1,547 | -13 | -0.8% | -$4,707 | 减仓 |
| FROG | JFROG LTD | $55.46万 | 0.22% | 6,103 | -505 | -7.6% | -$4.59万 | 减仓 |
| COWZ | PACER FDS TR | $54.16万 | 0.21% | 8,707 | -4,027 | -31.6% | -$25.05万 | 减仓 |
| SO | SOUTHERN CO | $53.85万 | 0.21% | 5,626 | -34 | -0.6% | -$3,254 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $53.77万 | 0.21% | 9,117 | 473 | 5.5% | $2.79万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $53.58万 | 0.21% | 5,875 | -510 | -8.0% | -$4.65万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $51.95万 | 0.20% | 2,110 | -44 | -2.0% | -$1.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $51.76万 | 0.20% | 2,375 | 2,375 | — | $51.76万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.46万 | 0.20% | 3,522 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $51.26万 | 0.20% | 15,148 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $51.25万 | 0.20% | 3,092 | 15 | 0.5% | $2,486 | 加仓 |
| COP | CONOCOPHILLIPS | $51.13万 | 0.20% | 4,918 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $49.76万 | 0.19% | 492 | -4 | -0.8% | -$4,045 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $48.69万 | 0.19% | 20,560 | 199 | 1.0% | $4,712 | 加仓 |
| USB | US BANCORP | $46.74万 | 0.18% | 7,738 | -52 | -0.7% | -$3,141 | 减仓 |
| GLW | CORNING INC | $46.46万 | 0.18% | 1,819 | -402 | -18.1% | -$10.27万 | 减仓 |
| MDT | MEDTRONIC PLC | $46.33万 | 0.18% | 5,922 | -174 | -2.9% | -$1.36万 | 减仓 |