Invst, LLC
INDIANAPOLIS IN · SEC CIK 0001867587
$10.26亿2026Q2 申报市值
343持仓数
33.3%前十大占比 · 第一大 5.9%
31 / 27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
IVV 加仓+$3,600.42万
MTUM 加仓+$1,871.71万
QQQ 加仓+$1,742.97万
IUSB 加仓+$804.31万
CORO 新建仓+$582.20万
2026Q2 卖出最多 按季末市值估算
VEA 减仓-$1,795.27万
VTV 减仓-$1,663.81万
DFIV 减仓-$1,621.64万
QUAL 清仓-$660.53万
EFV 减仓-$659.73万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,044.19万 | 5.89% | 80,709 | 48,077 | 147.3% | $3,600.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,693.19万 | 5.55% | 153,853 | -7,370 | -4.6% | -$272.72万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $4,603.28万 | 4.49% | 284,962 | -25,828 | -8.3% | -$417.23万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,484.02万 | 3.40% | 1,029,556 | 32,738 | 3.3% | $110.79万 | 加仓 |
| IUSB | ISHARES TR | $2,843.02万 | 2.77% | 616,039 | 174,282 | 39.5% | $804.31万 | 加仓 |
| MTUM | ISHARES TR | $2,806.12万 | 2.74% | 81,852 | 54,596 | 200.3% | $1,871.71万 | 加仓 |
| LQD | ISHARES TR | $2,374.12万 | 2.31% | 217,669 | 21,676 | 11.1% | $236.42万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,156.44万 | 2.10% | 778,497 | 32,260 | 4.3% | $89.36万 | 加仓 |
| HYG | ISHARES TR | $2,073.62万 | 2.02% | 259,299 | 28,075 | 12.1% | $224.52万 | 加仓 |
| EMB | ISHARES TR | $2,048.46万 | 2.00% | 212,408 | 20,819 | 10.9% | $200.78万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,021.84万 | 1.97% | 27,456 | 23,669 | 625.0% | $1,742.97万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,887.22万 | 1.84% | 402,050 | 32,744 | 8.9% | $153.70万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,796.89万 | 1.75% | 246,488 | -30,215 | -10.9% | -$220.27万 | 减仓 |
| IVW | ISHARES TR | $1,682.44万 | 1.64% | 122,333 | -1,197 | -1.0% | -$16.46万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,593.28万 | 1.55% | 234,272 | 9,589 | 4.3% | $65.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,461.96万 | 1.43% | 177,551 | 9,782 | 5.8% | $80.55万 | 加仓 |
| IVE | ISHARES TR | $1,416.67万 | 1.38% | 62,392 | -11,477 | -15.5% | -$260.60万 | 减仓 |
| IEMG | ISHARES INC | $1,241.49万 | 1.21% | 149,866 | -65,442 | -30.4% | -$542.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,238.08万 | 1.21% | 296,689 | 17,123 | 6.1% | $71.45万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,226.72万 | 1.20% | 172,171 | -251,968 | -59.4% | -$1,795.27万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,188.40万 | 1.16% | 235,002 | 18,416 | 8.5% | $93.13万 | 加仓 |
| AAPL | APPLE INC | $1,179.10万 | 1.15% | 40,749 | -1,322 | -3.1% | -$38.25万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $1,134.22万 | 1.11% | 408,876 | -1,785 | -0.4% | -$4.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,115.08万 | 1.09% | 55,729 | -4,607 | -7.6% | -$92.18万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,047.49万 | 1.02% | 202,649 | 21,408 | 11.8% | $110.66万 | 加仓 |
| LLY | ELI LILLY & CO | $1,036.61万 | 1.01% | 8,643 | 3,381 | 64.3% | $405.51万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,030.42万 | 1.00% | 127,118 | 8,884 | 7.5% | $72.01万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $986.54万 | 0.96% | 272,075 | 13,798 | 5.3% | $50.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $918.46万 | 0.90% | 12,299 | 2,944 | 31.5% | $219.85万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $881.47万 | 0.86% | 339,287 | 27,731 | 8.9% | $72.05万 | 加仓 |
| EFG | ISHARES TR | $860.75万 | 0.84% | 69,181 | 4,962 | 7.7% | $61.74万 | 加仓 |
| MBB | ISHARES TR | $840.37万 | 0.82% | 88,909 | 10,665 | 13.6% | $100.81万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $824.21万 | 0.80% | 156,337 | -43,475 | -21.8% | -$229.20万 | 减仓 |
| AMZN | AMAZON COM INC | $821.55万 | 0.80% | 34,470 | -5,630 | -14.0% | -$134.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $794.78万 | 0.77% | 133,151 | -6,668 | -4.8% | -$39.80万 | 减仓 |
| GOVT | ISHARES TR | $721.99万 | 0.70% | 316,938 | 39,372 | 14.2% | $89.69万 | 加仓 |
| BOXX | EA SERIES TRUST | $718.07万 | 0.70% | 61,326 | 21,704 | 54.8% | $254.13万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $656.16万 | 0.64% | 130,269 | 15,324 | 13.3% | $77.19万 | 加仓 |
| TLH | ISHARES TR | $650.42万 | 0.63% | 64,815 | -18,588 | -22.3% | -$186.53万 | 减仓 |
| GOOGL | ALPHABET INC | $585.75万 | 0.57% | 16,391 | 1,223 | 8.1% | $43.71万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $582.20万 | 0.57% | 159,070 | 159,070 | — | $582.20万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $560.10万 | 0.55% | 117,299 | 35,867 | 44.0% | $171.26万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $548.11万 | 0.53% | 172,470 | 29,032 | 20.2% | $92.26万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $517.42万 | 0.50% | 184,463 | 184,463 | — | $517.42万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $481.97万 | 0.47% | 5,742 | 286 | 5.2% | $24.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $472.27万 | 0.46% | 12,661 | 1,006 | 8.6% | $37.53万 | 加仓 |
| GOOG | ALPHABET INC | $466.75万 | 0.46% | 13,210 | 3,947 | 42.6% | $139.46万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $462.96万 | 0.45% | 107,391 | -61,158 | -36.3% | -$263.65万 | 减仓 |
| EFV | ISHARES TR | $458.72万 | 0.45% | 59,924 | -86,183 | -59.0% | -$659.73万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $429.03万 | 0.42% | 93,167 | 6,937 | 8.0% | $31.94万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $417.24万 | 0.41% | 79,717 | -41,918 | -34.5% | -$219.40万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $401.50万 | 0.39% | 79,380 | 3,575 | 4.7% | $18.08万 | 加仓 |
| META | META PLATFORMS INC | $393.99万 | 0.38% | 6,994 | 46 | 0.7% | $2.59万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $375.39万 | 0.37% | 67,553 | 8,588 | 14.6% | $47.72万 | 加仓 |
| CLS | CELESTICA INC | $367.02万 | 0.36% | 10,061 | 322 | 3.3% | $11.75万 | 加仓 |
| IEFA | ISHARES TR | $362.26万 | 0.35% | 37,509 | -3,191 | -7.8% | -$30.82万 | 减仓 |
| TFI | SPDR SERIES TRUST | $353.94万 | 0.35% | 77,279 | 4,863 | 6.7% | $22.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $326.29万 | 0.32% | 14,972 | -76,345 | -83.6% | -$1,663.81万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $319.93万 | 0.31% | 77,558 | 9,297 | 13.6% | $38.35万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $310.16万 | 0.30% | 11,405 | 883 | 8.4% | $24.01万 | 加仓 |
| AGX | ARGAN INC | $301.70万 | 0.29% | 3,778 | -38 | -1.0% | -$3.03万 | 减仓 |
| POWL | POWELL INDS INC | $293.39万 | 0.29% | 10,245 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $280.30万 | 0.27% | 8,563 | 31 | 0.4% | $1.01万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $272.73万 | 0.27% | 23,376 | 1,042 | 4.7% | $12.16万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $264.53万 | 0.26% | 8,731 | 281 | 3.3% | $8.51万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $258.17万 | 0.25% | 48,157 | -8,487 | -15.0% | -$45.50万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $257.70万 | 0.25% | 45,627 | 2,124 | 4.9% | $12.00万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $248.69万 | 0.24% | 58,918 | 14,779 | 33.5% | $62.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $245.18万 | 0.24% | 2,124 | 123 | 6.1% | $14.20万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $244.66万 | 0.24% | 27,155 | 27,155 | — | $244.66万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $241.72万 | 0.24% | 40,755 | 7,954 | 24.2% | $47.17万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $238.38万 | 0.23% | 38,786 | 1,420 | 3.8% | $8.73万 | 加仓 |
| ISOU | ISOENERGY LTD | $234.67万 | 0.23% | 235,377 | -7,856 | -3.2% | -$7.83万 | 减仓 |
| GTN | GRAY MEDIA INC | $233.83万 | 0.23% | 589,000 | 10,589 | 1.8% | $4.20万 | 加仓 |
| IJR | ISHARES TR | $233.29万 | 0.23% | 15,730 | -1,099 | -6.5% | -$16.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $228.60万 | 0.22% | 3,328 | 151 | 4.8% | $10.37万 | 加仓 |
| SGOV | ISHARES TR | $224.95万 | 0.22% | 22,345 | 2,314 | 11.6% | $23.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $219.14万 | 0.21% | 11,502 | -5,197 | -31.1% | -$99.02万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $214.37万 | 0.21% | 4,284 | 463 | 12.1% | $23.17万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $211.09万 | 0.21% | 6,190 | -232 | -3.6% | -$7.91万 | 减仓 |
| QUAD | QUAD / GRAPHICS INC | $201.39万 | 0.20% | 238,893 | -79,593 | -25.0% | -$67.10万 | 减仓 |
| IAU | ISHARES GOLD TR | $200.78万 | 0.20% | 26,590 | 5,489 | 26.0% | $41.45万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $198.56万 | 0.19% | 204,279 | -14,170 | -6.5% | -$13.77万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $195.90万 | 0.19% | 1,937 | -39 | -2.0% | -$3.94万 | 减仓 |
| — | EXXON MOBIL CORP | $191.99万 | 0.19% | 14,042 | -704 | -4.8% | -$9.63万 | 减仓 |
| GLD | SPDR GOLD TR | $186.84万 | 0.18% | 5,072 | 1,206 | 31.2% | $44.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $186.51万 | 0.18% | 1,994 | -41 | -2.0% | -$3.83万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $184.91万 | 0.18% | 17,156 | 65 | 0.4% | $7,006 | 加仓 |
| IJH | ISHARES TR | $183.61万 | 0.18% | 23,812 | -2,513 | -9.5% | -$19.38万 | 减仓 |
| VELO | VELO3D INC | $181.69万 | 0.18% | 103,529 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $180.24万 | 0.18% | 10,972 | 9,322 | 565.0% | $153.13万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $179.58万 | 0.18% | 33,812 | 19,176 | 131.0% | $101.84万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $177.41万 | 0.17% | 8,338 | -4,819 | -36.6% | -$102.53万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $173.79万 | 0.17% | 71,991 | 71,991 | — | $173.79万 | 新建仓 |
| DIS | DISNEY WALT CO | $168.87万 | 0.16% | 17,545 | 979 | 5.9% | $9.42万 | 加仓 |
| TSLA | TESLA INC | $168.59万 | 0.16% | 4,008 | 463 | 13.1% | $19.47万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $166.71万 | 0.16% | 9,000 | -3,741 | -29.4% | -$69.29万 | 减仓 |
| WMT | WALMART INC | $166.38万 | 0.16% | 14,690 | -716 | -4.6% | -$8.11万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $166.02万 | 0.16% | 5,239 | -87 | -1.6% | -$2.76万 | 减仓 |
| XES | SPDR SERIES TRUST | $164.49万 | 0.16% | 14,676 | -896 | -5.8% | -$10.04万 | 减仓 |