AdviceOne Advisory Services, LLC
GLASTONBURY CT · SEC CIK 0001998980
$1.77亿2026Q2 申报市值
45持仓数
91.6%前十大占比 · 第一大 65.1%
6 / 2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
RTX 加仓+$554.41万
CAT 新建仓+$27.64万
GLW 新建仓+$27.16万
TSPA 新建仓+$23.35万
QQQ 新建仓+$22.53万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$23.22万
HONEYWELL INTL I 清仓-$22.35万
CMCSA 清仓-$22.02万
LECO 减仓-$6.56万
CARR 减仓-$4.94万
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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $1.15亿 | 65.08% | 607,171 | 29,221 | 5.1% | $554.41万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,689.88万 | 9.55% | 230,386 | -673 | -0.3% | -$4.94万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,004.17万 | 5.67% | 140,247 | -36 | -0.0% | -$2,578 | 减仓 |
| TSLA | TESLA INC | $767.85万 | 4.34% | 18,256 | 1 | 0.0% | $421 | 加仓 |
| AAPL | APPLE INC | $423.57万 | 2.39% | 14,638 | 259 | 1.8% | $7.49万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $249.29万 | 1.41% | 9,389 | -247 | -2.6% | -$6.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $230.89万 | 1.30% | 11,539 | 445 | 4.0% | $8.90万 | 加仓 |
| SWIM | LATHAM GROUP INC | $119.14万 | 0.67% | 184,148 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $113.03万 | 0.64% | 3,024 | 51 | 1.7% | $1.91万 | 加仓 |
| GOOGL | ALPHABET INC | $93.64万 | 0.53% | 2,620 | 80 | 3.1% | $2.86万 | 加仓 |
| GEV | GE VERNOVA INC | $93.25万 | 0.53% | 794 | 5 | 0.6% | $5,872 | 加仓 |
| MSFT | MICROSOFT CORP | $87.86万 | 0.50% | 2,355 | 181 | 8.3% | $6.75万 | 加仓 |
| — | EXXON MOBIL CORP | $81.34万 | 0.46% | 5,949 | -83 | -1.4% | -$1.13万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $66.60万 | 0.38% | 4,606 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $64.03万 | 0.36% | 855 | -310 | -26.6% | -$23.22万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $59.31万 | 0.34% | 1,021 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $59.09万 | 0.33% | 297 | 8 | 2.8% | $1.59万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $52.56万 | 0.30% | 1,484 | 1 | 0.1% | $354 | 加仓 |
| AMZN | AMAZON COM INC | $52.32万 | 0.30% | 2,195 | 51 | 2.4% | $1.22万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $52.13万 | 0.29% | 2,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $50.26万 | 0.28% | 1,979 | 51 | 2.6% | $1.30万 | 加仓 |
| LLY | ELI LILLY & CO | $50.05万 | 0.28% | 417 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $47.89万 | 0.27% | 850 | 80 | 10.4% | $4.51万 | 加仓 |
| SO | SOUTHERN CO | $46.90万 | 0.26% | 4,900 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $45.67万 | 0.26% | 3,446 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $44.85万 | 0.25% | 1,269 | -24 | -1.9% | -$8,481 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $41.83万 | 0.24% | 1,278 | 1 | 0.1% | $327 | 加仓 |
| BAC | BANK OF AMER CORP | $39.82万 | 0.22% | 6,989 | 5 | 0.1% | $285 | 加仓 |
| ABBV | ABBVIE INC | $37.11万 | 0.21% | 1,475 | 0 | 0.0% | — | 不变 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $37.01万 | 0.21% | 6,174 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $33.62万 | 0.19% | 445 | 37 | 9.1% | $2.80万 | 加仓 |
| WMT | WALMART INC | $32.32万 | 0.18% | 2,853 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.65万 | 0.17% | 864 | -75 | -8.0% | -$2.57万 | 减仓 |
| CAT | CATERPILLAR INC | $27.64万 | 0.16% | 260 | 260 | — | $27.64万 | 新建仓 |
| COP | CONOCOPHILLIPS | $27.25万 | 0.15% | 2,621 | 16 | 0.6% | $1,664 | 加仓 |
| GLW | CORNING INC | $27.16万 | 0.15% | 1,063 | 1,063 | — | $27.16万 | 新建仓 |
| MO | ALTRIA GROUP INC | $24.31万 | 0.14% | 3,379 | 1 | 0.0% | $72 | 加仓 |
| — | NATIONAL BANKSHARES INC VA | $23.67万 | 0.13% | 6,516 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.62万 | 0.13% | 813 | 106 | 15.0% | $3.08万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $23.35万 | 0.13% | 4,912 | 4,912 | — | $23.35万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $22.53万 | 0.13% | 306 | 306 | — | $22.53万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $22.27万 | 0.13% | 1,872 | 1,872 | — | $22.27万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $21.53万 | 0.12% | 3,542 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.12万 | 0.12% | 422 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $20.54万 | 0.12% | 949 | 949 | — | $20.54万 | 新建仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -989 | -100.0% | -$22.35万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,670 | -100.0% | -$22.02万 | 清仓 |