AdviceOne Advisory Services, LLC
GLASTONBURY CT · SEC CIK 0001998980
$1.65亿2026Q1 申报市值
41持仓数
92.6%前十大占比 · 第一大 67.5%
0 / 0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
TSLA 加仓+$5.65万
NVDA 加仓+$4.66万
CARR 加仓+$3.69万
AAPL 加仓+$2.46万
GE 加仓+$1.53万
2026Q1 卖出最多 按季末市值估算
RTX 减仓-$781.28万
LHX 减仓-$19.47万
LECO 减仓-$9.42万
IVV 减仓-$3.85万
HIG 减仓-$3.14万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $20.04万 | 0.12% | 3,542 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.22万 | 0.12% | 422 | -17 | -3.9% | -$8,146 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.77万 | 0.13% | 1,021 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $22.02万 | 0.13% | 7,670 | 186 | 2.5% | $5,340 | 加仓 |
| MO | ALTRIA GROUP INC | $22.29万 | 0.13% | 3,378 | 30 | 0.9% | $1,979 | 重新持有 |
| — | HONEYWELL INTL INC | $22.35万 | 0.14% | 989 | -8 | -0.8% | -$1,808 | 重新持有 |
| — | NATIONAL BANKSHARES INC VA | $23.72万 | 0.14% | 6,516 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.40万 | 0.15% | 707 | -564 | -44.4% | -$19.47万 | 减仓 |
| V | VISA INC | $28.39万 | 0.17% | 939 | 18 | 2.0% | $5,442 | 加仓 |
| ABBV | ABBVIE INC | $32.07万 | 0.19% | 1,475 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $34.05万 | 0.21% | 6,984 | -50 | -0.7% | -$2,437 | 减仓 |
| COP | CONOCOPHILLIPS | $34.38万 | 0.21% | 2,605 | 57 | 2.2% | $7,523 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $34.88万 | 0.21% | 6,174 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $35.10万 | 0.21% | 2,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $35.31万 | 0.21% | 408 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $35.46万 | 0.21% | 2,853 | -203 | -6.6% | -$2.52万 | 减仓 |
| GOOG | ALPHABET INC | $37.10万 | 0.22% | 1,293 | 16 | 1.3% | $4,590 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $37.56万 | 0.23% | 1,277 | 20 | 1.6% | $5,883 | 加仓 |
| ASML | ASML HLDG NV | $38.17万 | 0.23% | 289 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $38.37万 | 0.23% | 417 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $44.07万 | 0.27% | 770 | -9 | -1.2% | -$5,151 | 减仓 |
| AMZN | AMAZON COM INC | $44.65万 | 0.27% | 2,144 | 39 | 1.9% | $8,123 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $46.60万 | 0.28% | 3,446 | -232 | -6.3% | -$3.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $47.12万 | 0.29% | 1,928 | 29 | 1.5% | $7,088 | 加仓 |
| SO | SOUTHERN CO | $47.29万 | 0.29% | 4,900 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $50.88万 | 0.31% | 1,483 | 17 | 1.2% | $5,833 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $54.64万 | 0.33% | 4,606 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $68.91万 | 0.42% | 789 | 11 | 1.4% | $9,607 | 加仓 |
| GOOGL | ALPHABET INC | $73.04万 | 0.44% | 2,540 | 31 | 1.2% | $8,914 | 加仓 |
| IVV | ISHARES TR | $76.10万 | 0.46% | 1,165 | -59 | -4.8% | -$3.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $80.47万 | 0.49% | 2,174 | 14 | 0.6% | $5,182 | 加仓 |
| GE | GE AEROSPACE | $84.38万 | 0.51% | 2,973 | 54 | 1.8% | $1.53万 | 加仓 |
| SWIM | LATHAM GROUP INC | $98.89万 | 0.60% | 184,148 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $102.34万 | 0.62% | 6,032 | 61 | 1.0% | $1.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $193.47万 | 1.17% | 11,094 | 267 | 2.5% | $4.66万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $240.01万 | 1.45% | 9,636 | -378 | -3.8% | -$9.42万 | 减仓 |
| AAPL | APPLE INC | $364.92万 | 2.21% | 14,379 | 97 | 0.7% | $2.46万 | 加仓 |
| TSLA | TESLA INC | $678.63万 | 4.11% | 18,255 | 152 | 0.8% | $5.65万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,081.30万 | 6.54% | 140,283 | -200 | -0.1% | -$1.54万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,301.09万 | 7.87% | 231,059 | 656 | 0.3% | $3.69万 | 加仓 |
| RTX | RTX CORPORATION | $1.11亿 | 67.47% | 577,950 | -40,502 | -6.5% | -$781.28万 | 减仓 |