NBZ Investment Advisors LLC
KNOXVILLE TN · SEC CIK 0001998018
$2.29亿2026Q1 申报市值
73持仓数
70.6%前十大占比 · 第一大 13.3%
11 / 6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
SPYM 加仓+$1,511.81万
SGOV 加仓+$384.66万
FEGE 加仓+$368.29万
VRT 新建仓+$120.40万
XMHQ 加仓+$85.45万
2026Q1 卖出最多 按季末市值估算
SSO 清仓-$1,574.01万
AKRE 减仓-$803.16万
PINNACLE FINL PA 清仓-$56.22万
SCHB 减仓-$17.32万
NKE 清仓-$11.93万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SSO | PROSHARES TR | $0 | 0.00% | 0 | -271,756 | -100.0% | -$1,574.01万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -5,892 | -100.0% | -$56.22万 | 清仓 |
| IWM | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$29.54万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -1,873 | -100.0% | -$11.93万 | 清仓 |
| NKE | NIKE INC 看涨期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$8.92万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$5.72万 | 清仓 |
| TOUS | T ROWE PRICE ETF INC | $1,727 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $9,223 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.68万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $2.34万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $2.66万 | 0.01% | 890 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $3.24万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $4.16万 | 0.02% | 1,416 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.71万 | 0.02% | 1,635 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC 看涨期权 | $5.17万 | 0.02% | 600 | 600 | — | $5.17万 | 新建仓 |
| — | CALAMOS ETF TR | $5.46万 | 0.02% | 2,033 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $5.50万 | 0.02% | 511 | -3 | -0.6% | -$323 | 减仓 |
| PFE | PFIZER INC 看涨期权 | $5.62万 | 0.02% | 2,000 | -2,000 | -50.0% | -$5.62万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $5.72万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| SEPU | AIM ETF PRODUCTS TRUST | $5.83万 | 0.03% | 2,083 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $6.74万 | 0.03% | 760 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $7.40万 | 0.03% | 200 | 200 | — | $7.40万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $9.79万 | 0.04% | 3,368 | -992 | -22.8% | -$2.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $10.46万 | 0.05% | 600 | 300 | 100.0% | $5.23万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $12.50万 | 0.05% | 600 | 400 | 200.0% | $8.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $19.90万 | 0.09% | 333 | 0 | 0.0% | — | 不变 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $20.04万 | 0.09% | 4,575 | 4,575 | — | $20.04万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $21.28万 | 0.09% | 1,898 | 1,898 | — | $21.28万 | 新建仓 |
| INTC | INTEL CORP | $22.01万 | 0.10% | 4,988 | 4,988 | — | $22.01万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $22.98万 | 0.10% | 2,445 | 2,445 | — | $22.98万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $23.00万 | 0.10% | 8,415 | 10 | 0.1% | $273 | 加仓 |
| ABBV | ABBVIE INC | $23.92万 | 0.10% | 1,100 | 1,100 | — | $23.92万 | 新建仓 |
| BX | BLACKSTONE INC | $24.84万 | 0.11% | 2,160 | 2,160 | — | $24.84万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $25.38万 | 0.11% | 12,000 | 2,000 | 20.0% | $4.23万 | 加仓 |
| — | CALAMOS ETF TR | $25.70万 | 0.11% | 9,515 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $26.03万 | 0.11% | 1,534 | 1,534 | — | $26.03万 | 新建仓 |
| META | META PLATFORMS INC | $29.64万 | 0.13% | 518 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $29.88万 | 0.13% | 1,469 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $31.59万 | 0.14% | 10,946 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $33.44万 | 0.15% | 11,197 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $39.53万 | 0.17% | 14,318 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $42.27万 | 0.18% | 1,137 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $42.79万 | 0.19% | 2,054 | 600 | 41.3% | $12.50万 | 加仓 |
| BA | BOEING CO | $52.44万 | 0.23% | 2,635 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $53.42万 | 0.23% | 19,023 | -3,460 | -15.4% | -$9.72万 | 减仓 |
| — | ISHARES TR | $54.41万 | 0.24% | 19,321 | -5 | -0.0% | -$141 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $54.95万 | 0.24% | 1,626 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $55.13万 | 0.24% | 6,400 | 6,400 | — | $55.13万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $58.40万 | 0.25% | 20,457 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $67.65万 | 0.30% | 35,859 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.37万 | 0.39% | 1,865 | 1,410 | 309.9% | $67.57万 | 加仓 |
| WFC | WELLS FARGO & CO | $89.43万 | 0.39% | 11,234 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $91.25万 | 0.40% | 1,397 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $116.55万 | 0.51% | 3,962 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $120.40万 | 0.53% | 4,805 | 4,805 | — | $120.40万 | 新建仓 |
| MSFT | MICROSOFT CORP | $146.07万 | 0.64% | 3,946 | 980 | 33.0% | $36.28万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $158.45万 | 0.69% | 5,238 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $180.55万 | 0.79% | 58,316 | -167 | -0.3% | -$5,170 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $206.09万 | 0.90% | 72,594 | -234 | -0.3% | -$6,643 | 减仓 |
| QQQ | INVESCO QQQ TR | $223.83万 | 0.98% | 3,878 | 22 | 0.6% | $1.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $226.38万 | 0.99% | 12,980 | 586 | 4.7% | $10.22万 | 加仓 |
| GOOG | ALPHABET INC | $265.00万 | 1.16% | 9,238 | 1,960 | 26.9% | $56.22万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $285.10万 | 1.24% | 64,532 | 2,622 | 4.2% | $11.58万 | 加仓 |
| AAPL | APPLE INC | $331.99万 | 1.45% | 13,081 | 1,400 | 12.0% | $35.53万 | 加仓 |
| SGOV | ISHARES TR | $469.43万 | 2.05% | 46,636 | 38,214 | 453.7% | $384.66万 | 加仓 |
| ARKK | ARK ETF TR | $495.29万 | 2.16% | 73,278 | -499 | -0.7% | -$3.37万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $726.18万 | 3.17% | 269,258 | -608 | -0.2% | -$1.64万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $746.96万 | 3.26% | 141,335 | -151,970 | -51.8% | -$803.16万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $767.13万 | 3.35% | 305,630 | -6,901 | -2.2% | -$17.32万 | 减仓 |
| TACK | CAPITOL SER TR | $970.91万 | 4.24% | 319,396 | 877 | 0.3% | $2.67万 | 加仓 |
| FEGE | RBB FUND TRUST | $1,195.10万 | 5.22% | 254,277 | 78,360 | 44.5% | $368.29万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,353.41万 | 5.91% | 130,929 | 8,266 | 6.7% | $85.45万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,370.07万 | 5.98% | 573,972 | 19,864 | 3.6% | $47.42万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $1,371.20万 | 5.99% | 335,256 | 18,692 | 5.9% | $76.45万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,401.02万 | 6.12% | 184,296 | 9,768 | 5.6% | $74.26万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,441.56万 | 6.29% | 286,194 | 5,631 | 2.0% | $28.36万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,640.86万 | 7.16% | 490,322 | 2,024 | 0.4% | $6.77万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $2,371.22万 | 10.35% | 528,700 | 15,055 | 2.9% | $67.52万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,054.47万 | 13.33% | 399,068 | 197,519 | 98.0% | $1,511.81万 | 加仓 |