NBZ Investment Advisors LLC
KNOXVILLE TN · SEC CIK 0001998018
$2.56亿2026Q2 申报市值
86持仓数
68.1%前十大占比 · 第一大 13.5%
14 / 1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
GE 新建仓+$81.02万
AXP 加仓+$71.44万
MU 新建仓+$64.41万
AAPL 加仓+$63.83万
GEV 新建仓+$63.56万
2026Q2 卖出最多 按季末市值估算
JAAA 减仓-$60.31万
AKRE 减仓-$58.05万
XSMO 减仓-$49.66万
SPYM 减仓-$37.83万
GRNY 减仓-$35.05万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.62万 | 清仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $1,919 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $1.01万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $1.38万 | 0.01% | 46 | 46 | — | $1.38万 | 新建仓 |
| — | CALAMOS ETF TR | $1.60万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $2.54万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $2.93万 | 0.01% | 859 | -31 | -3.5% | -$1,058 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4.82万 | 0.02% | 1,635 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $4.83万 | 0.02% | 1,416 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC | $5.08万 | 0.02% | 37,107 | 37,107 | — | $5.08万 | 新建仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $5.62万 | 0.02% | 1,810 | -273 | -13.1% | -$8,481 | 减仓 |
| — | CALAMOS ETF TR | $5.62万 | 0.02% | 2,033 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看涨期权 | $5.63万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC 看涨期权 | $6.05万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $6.25万 | 0.02% | 511 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $7.03万 | 0.03% | 197 | 84 | 74.3% | $3.00万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $7.28万 | 0.03% | 2,198 | 2,198 | — | $7.28万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $7.33万 | 0.03% | 760 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看涨期权 | $7.46万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看涨期权 | $7.55万 | 0.03% | 200 | 200 | — | $7.55万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $9.53万 | 0.04% | 400 | -200 | -33.3% | -$4.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $12.01万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $12.17万 | 0.05% | 3,368 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $18.25万 | 0.07% | 483 | 483 | — | $18.25万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.66万 | 0.08% | 2,146 | 2,146 | — | $20.66万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.67万 | 0.08% | 606 | 606 | — | $20.67万 | 新建仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $21.15万 | 0.08% | 4,575 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.30万 | 0.08% | 200 | 200 | — | $21.30万 | 新建仓 |
| — | EXXON MOBIL CORP | $21.32万 | 0.08% | 1,559 | 25 | 1.6% | $3,419 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $22.65万 | 0.09% | 2,455 | 10 | 0.4% | $923 | 加仓 |
| VOO | VANGUARD INDEX FDS | $22.87万 | 0.09% | 333 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $25.35万 | 0.10% | 8,415 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $25.42万 | 0.10% | 2,160 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $25.70万 | 0.10% | 1,012 | 1,012 | — | $25.70万 | 新建仓 |
| — | CALAMOS ETF TR | $26.29万 | 0.10% | 9,515 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $26.67万 | 0.10% | 1,561 | 1,561 | — | $26.67万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $26.83万 | 0.10% | 12,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $29.18万 | 0.11% | 518 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $30.72万 | 0.12% | 1,901 | 3 | 0.2% | $485 | 加仓 |
| ABBV | ABBVIE INC | $30.90万 | 0.12% | 1,228 | 128 | 11.6% | $3.22万 | 加仓 |
| — | CALAMOS ETF TR | $32.03万 | 0.12% | 10,946 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $34.53万 | 0.13% | 11,197 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $38.93万 | 0.15% | 2,655 | 2,655 | — | $38.93万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $42.35万 | 0.17% | 13,922 | -396 | -2.8% | -$1.20万 | 减仓 |
| PFE | PFIZER INC | $45.81万 | 0.18% | 19,024 | 1 | 0.0% | $24 | 加仓 |
| INTC | INTEL CORP | $46.44万 | 0.18% | 3,326 | -1,662 | -33.3% | -$23.21万 | 减仓 |
| AMZN | AMAZON COM INC | $51.00万 | 0.20% | 2,140 | 86 | 4.2% | $2.05万 | 加仓 |
| — | ISHARES TR | $56.28万 | 0.22% | 19,321 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $57.04万 | 0.22% | 2,635 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $61.07万 | 0.24% | 1,452 | 315 | 27.7% | $13.25万 | 加仓 |
| — | CALAMOS ETF TR | $61.91万 | 0.24% | 35,859 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $63.56万 | 0.25% | 541 | 541 | — | $63.56万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $64.41万 | 0.25% | 558 | 558 | — | $64.41万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $64.56万 | 0.25% | 6,400 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $65.15万 | 0.25% | 20,303 | -154 | -0.8% | -$4,942 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $79.71万 | 0.31% | 1,669 | 43 | 2.6% | $2.05万 | 加仓 |
| GE | GE AEROSPACE | $81.02万 | 0.32% | 2,168 | 2,168 | — | $81.02万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $85.39万 | 0.33% | 1,470 | 1 | 0.1% | $581 | 加仓 |
| WFC | WELLS FARGO & CO | $92.84万 | 0.36% | 11,234 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.33万 | 0.39% | 1,985 | 120 | 6.4% | $6.00万 | 加仓 |
| IVV | ISHARES TR | $104.62万 | 0.41% | 1,397 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $150.60万 | 0.59% | 4,037 | 91 | 2.3% | $3.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $150.64万 | 0.59% | 4,602 | 640 | 16.2% | $20.95万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $160.88万 | 0.63% | 4,805 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $214.26万 | 0.84% | 58,113 | -203 | -0.3% | -$7,485 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $229.24万 | 0.89% | 72,314 | -280 | -0.4% | -$8,876 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $248.62万 | 0.97% | 7,350 | 2,112 | 40.3% | $71.44万 | 加仓 |
| QQQ | INVESCO QQQ TR | $285.65万 | 1.11% | 3,879 | 1 | 0.0% | $736 | 加仓 |
| NVDA | NVIDIA CORPORATION | $298.81万 | 1.16% | 14,934 | 1,954 | 15.1% | $39.10万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $316.51万 | 1.23% | 63,188 | -1,344 | -2.1% | -$6.73万 | 减仓 |
| GOOG | ALPHABET INC | $326.41万 | 1.27% | 9,238 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $442.34万 | 1.72% | 15,287 | 2,206 | 16.9% | $63.83万 | 加仓 |
| SGOV | ISHARES TR | $532.63万 | 2.08% | 52,908 | 6,272 | 13.4% | $63.14万 | 加仓 |
| ARKK | ARK ETF TR | $579.45万 | 2.26% | 71,696 | -1,582 | -2.2% | -$12.79万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $693.71万 | 2.70% | 130,421 | -10,914 | -7.7% | -$58.05万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $794.04万 | 3.10% | 267,443 | -1,815 | -0.7% | -$5.39万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $878.48万 | 3.42% | 303,344 | -2,286 | -0.7% | -$6.62万 | 减仓 |
| TACK | CAPITOL SER TR | $1,001.07万 | 3.90% | 316,502 | -2,894 | -0.9% | -$9.15万 | 减仓 |
| FEGE | RBB FUND TRUST | $1,278.28万 | 4.98% | 261,301 | 7,024 | 2.8% | $34.36万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,384.68万 | 5.40% | 274,249 | -11,945 | -4.2% | -$60.31万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,462.18万 | 5.70% | 129,534 | -1,395 | -1.1% | -$15.75万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,551.98万 | 6.05% | 561,294 | -12,678 | -2.2% | -$35.05万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $1,559.15万 | 6.08% | 328,035 | -7,221 | -2.2% | -$34.32万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,675.90万 | 6.53% | 178,992 | -5,304 | -2.9% | -$49.66万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $1,679.59万 | 6.55% | 490,105 | -217 | -0.0% | -$7,437 | 减仓 |
| DIVO | AMPLIFY ETF TR | $2,417.34万 | 9.42% | 528,957 | 257 | 0.0% | $1.17万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,469.18万 | 13.53% | 394,763 | -4,305 | -1.1% | -$37.83万 | 减仓 |