13F 机构持仓

Savvy Advisors, Inc.

NEW YORK NY · SEC CIK 0002003633

2026Q22026Q1 更早 9 个季度 🔒
$47.10亿2026Q2 申报市值
1,261持仓数
26.9%前十大占比 · 第一大 6.3%
196 / 92新建仓 / 清仓
申报市值走势$47.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.3%
IUSB 3.8%
NVDA 3.5%
IVLU 2.3%
SCHG 2.2%
AAPL 2.1%
JQUA 2.0%
IVV 1.8%
AGG 1.5%
EFG 1.3%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$2,401.71万
IUSB 加仓+$2,304.26万
IEMG 加仓+$1,995.52万
IVLU 加仓+$1,559.95万
AVUV 加仓+$1,441.64万

2026Q2 卖出最多 按季末市值估算

SPEM 减仓-$876.00万
IVV 减仓-$684.33万
SNDK 减仓-$648.73万
TBIL 减仓-$626.92万
XLV 减仓-$600.76万

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
WST WEST PHARMACEUTICAL SVSC INC $41.18万0.01%1,147 -46-3.9% -$1.65万 减仓
BP BP PLC $41.42万0.01%11,211 1,20012.0% $4.43万 加仓
LECO LINCOLN ELEC HLDGS INC $41.47万0.01%1,562 -355-18.5% -$9.43万 减仓
RGLD ROYAL GOLD INC $41.52万0.01%2,080 753.7% $1.50万 加仓
SCHH SCHWAB STRATEGIC TR $41.63万0.01%17,580 8244.9% $1.95万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $41.67万0.01%9,555 -1,641-14.7% -$7.16万 减仓
ENB ENBRIDGE INC $41.85万0.01%7,719 1,69928.2% $9.21万 加仓
EES WISDOMTREE TR $42.13万0.01%6,215 20.0% $136 加仓
BMO BANK MONTREAL MEDIUM $42.45万0.01%2,402 34716.9% $6.13万 加仓
DNP DNP SELECT INCOME FD INC $42.49万0.01%39,377 30.0% $32 加仓
NZF NUVEEN MUN CR INCOME FD $42.51万0.01%33,525 2840.9% $3,601 加仓
— COHEN & STEERS ETF TRUST $42.77万0.01%18,081 18,081— $42.77万 新建仓
BIDU BAIDU INC $42.81万0.01%3,746 2075.8% $2.37万 加仓
BLOK AMPLIFY ETF TR $42.95万0.01%6,858 6,858— $42.95万 新建仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $43.21万0.01%17,243 2,52317.1% $6.32万 加仓
IEF ISHARES TR $43.24万0.01%4,572 -2,564-35.9% -$24.25万 减仓
— FIDELITY COVINGTON TRUST $43.25万0.01%10,121 1001.0% $4,273 加仓
CNP CENTERPOINT ENERGY INC $43.38万0.01%9,850 9,850— $43.38万 新建仓
EIM EATON VANCE MUN BD FD $43.44万0.01%43,610 -255-0.6% -$2,540 减仓
ARM ARM HOLDINGS PLC $43.58万0.01%1,229 1,229— $43.58万 新建仓
TY TRI CONTL CORP $43.59万0.01%12,664 1,0669.2% $3.67万 加仓
VHT VANGUARD WORLD FD $43.72万0.01%1,462 -107-6.8% -$3.20万 减仓
VOOV VANGUARD ADMIRAL FDS INC $43.86万0.01%2,001 -799-28.5% -$17.51万 减仓
VPU VANGUARD WORLD FD $43.97万0.01%2,247 -158-6.6% -$3.09万 减仓
BEN FRANKLIN RESOURCES INC $44.04万0.01%13,238 1,57113.5% $5.23万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $44.11万0.01%22,175 5,13130.1% $10.21万 加仓
NDSN NORDSON CORP $44.11万0.01%1,462 241.7% $7,242 加仓
CTRE CARETRUST REIT INC $44.18万0.01%10,948 3,02038.1% $12.19万 加仓
IFRA ISHARES TR $44.59万0.01%7,073 2,99873.6% $18.90万 加仓
USEW EA SERIES TRUST $44.87万0.01%8,036 00.0% — 不变
QDEC FIRST TR EXCHNG TRADED FD VI $45.17万0.01%12,686 -17-0.1% -$605 减仓
ETR ENTERGY CORP NEW $45.24万0.01%3,939 96632.5% $11.10万 加仓
CTAS CINTAS CORP $45.45万0.01%2,672 -179-6.3% -$3.04万 减仓
IYT ISHARES TR $45.59万0.01%5,255 -17-0.3% -$1,475 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $45.76万0.01%10,288 3,45850.6% $15.38万 加仓
SFLR INNOVATOR ETFS TRUST $45.83万0.01%11,879 1,55315.0% $5.99万 加仓
MET METLIFE INC $46.04万0.01%5,442 1,46736.9% $12.41万 加仓
XYZ BLOCK INC $46.30万0.01%6,092 1,44931.2% $11.01万 加仓
— INVESCO MUNI INCOME OPP TRST $46.33万0.01%74,600 -5,450-6.8% -$3.38万 减仓
POWL POWELL INDS INC $46.33万0.01%1,618 -248-13.3% -$7.10万 减仓
AMLP ALPS ETF TR $46.43万0.01%8,954 -1,744-16.3% -$9.04万 减仓
MSCI MSCI INC $46.54万0.01%831 -438-34.5% -$24.53万 减仓
IXN ISHARES TR $46.55万0.01%3,222 1876.2% $2.70万 加仓
FLDR FIDELITY MERRIMACK STR TR $46.59万0.01%9,297 -603-6.1% -$3.02万 减仓
SANM SANMINA CORP $46.67万0.01%1,844 754.2% $1.90万 加仓
BKT BLACKROCK INCOME TR INC $46.67万0.01%43,539 8221.9% $8,812 加仓
HMOP HARTFORD FDS EXCHANGE TRADED $46.68万0.01%11,925 -732-5.8% -$2.87万 减仓
WAB WABTEC $46.94万0.01%1,741 1076.5% $2.88万 加仓
EEFT EURONET WORLDWIDE INC $46.95万0.01%6,415 2,33757.3% $17.10万 加仓
ARW ARROW ELECTRS INC $46.97万0.01%2,201 884.2% $1.88万 加仓
NKE NIKE INC $47.07万0.01%11,467 1,23012.0% $5.05万 加仓
TBUX T ROWE PRICE EXCHANGE-TRADED $47.23万0.01%9,489 -348-3.5% -$1.73万 减仓
CCJ CAMECO CORP $47.27万0.01%4,640 2,706139.9% $27.56万 加仓
XAR SPDR SERIES TRUST $47.40万0.01%1,670 -40-2.3% -$1.14万 减仓
FDLO FIDELITY COVINGTON TRUST $47.54万0.01%6,957 -104-1.5% -$7,107 减仓
VPL VANGUARD INTL EQUITY INDEX F $47.58万0.01%4,112 1,60864.2% $18.60万 加仓
— PGIM HIGH YIELD BOND FUND IN $47.80万0.01%36,598 -37,170-50.4% -$48.54万 减仓
IJK ISHARES TR $47.87万0.01%4,074 66519.5% $7.81万 加仓
DTE DTE ENERGY CO $47.93万0.01%3,146 61924.5% $9.43万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $48.05万0.01%17,764 710.4% $1,921 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $48.32万0.01%9,805 2,46133.5% $12.13万 加仓
OXY OCCIDENTAL PETE CORP $48.35万0.01%9,956 -184-1.8% -$8,937 减仓
PAYX PAYCHEX INC $48.40万0.01%4,922 -1,133-18.7% -$11.14万 减仓
CW CURTISS WRIGHT CORP $48.46万0.01%639 10018.6% $7.58万 加仓
ILDR FIRST TR EXCHNG TRADED FD VI $48.48万0.01%12,354 12,354— $48.48万 新建仓
LITE LUMENTUM HLDGS INC $48.57万0.01%566 26286.2% $22.48万 加仓
MAS MASCO CORP $48.59万0.01%5,972 1,39430.4% $11.34万 加仓
ITA ISHARES TR $48.85万0.01%2,015 63646.1% $15.42万 加仓
CSGP COSTAR GROUP INC $48.85万0.01%17,251 10,847169.4% $30.72万 加仓
AME AMETEK INC $49.05万0.01%2,027 502.5% $1.21万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $49.15万0.01%11,505 -496-4.1% -$2.12万 减仓
PWZ INVESCO EXCH TRADED FD TR II $49.33万0.01%20,126 6,56448.4% $16.09万 加仓
SPIB SPDR SERIES TRUST $49.35万0.01%14,748 4,05137.9% $13.55万 加仓
HIMU BLACKROCK ETF TRUST II $49.49万0.01%9,938 1,40116.4% $6.98万 加仓
OKTA OKTA INC $49.52万0.01%3,629 3,629— $49.52万 新建仓
HAL HALLIBURTON CO $49.69万0.01%14,636 -351-2.3% -$1.19万 减仓
KMB KIMBERLY-CLARK CORP $49.76万0.01%4,533 1,22136.9% $13.40万 加仓
FNDA SCHWAB STRATEGIC TR $50.06万0.01%13,154 2,17419.8% $8.27万 加仓
FSLR FIRST SOLAR INC $50.21万0.01%2,128 2,128— $50.21万 新建仓
OKE ONEOK INC NEW $50.34万0.01%5,791 -383-6.2% -$3.33万 减仓
DABS DOUBLELINE ETF TRUST $50.42万0.01%9,949 4,80193.3% $24.33万 加仓
WDAY WORKDAY INC $50.53万0.01%4,128 78123.3% $9.56万 加仓
LNG CHENIERE ENERGY INC $50.60万0.01%2,117 73753.4% $17.62万 加仓
VTR VENTAS INC $50.64万0.01%5,703 -154-2.6% -$1.37万 减仓
AMP AMERIPRISE FINL INC $50.70万0.01%1,105 -500-31.2% -$22.94万 减仓
FANG DIAMONDBACK ENERGY INC $50.80万0.01%2,890 -114-3.8% -$2.00万 减仓
AZN ASTRAZENECA PLC $51.03万0.01%2,691 31813.4% $6.03万 加仓
DHR DANAHER CORP DEL $51.06万0.01%2,681 -1,571-36.9% -$29.92万 减仓
CRWV COREWEAVE INC $51.08万0.01%5,132 1,60445.5% $15.97万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $51.23万0.01%18,649 3,37922.1% $9.28万 加仓
MSI MOTOROLA SOLUTIONS INC $51.38万0.01%1,237 393.3% $1.62万 加仓
INFL LISTED FDS TR $51.82万0.01%10,388 -1,233-10.6% -$6.15万 减仓
FAST FASTENAL CO $51.85万0.01%10,796 180.2% $865 加仓
BRO BROWN & BROWN INC $52.10万0.01%8,122 8,122— $52.10万 新建仓
SONY SONY GROUP CORP $52.37万0.01%26,108 3,39615.0% $6.81万 加仓
DFEV DIMENSIONAL ETF TRUST $52.70万0.01%12,352 4,48857.1% $19.15万 加仓
CGGR CAPITAL GROUP GROWTH ETF $52.88万0.01%11,203 2,39327.2% $11.29万 加仓
QS QUANTUMSCAPE CORP 看涨期权 $52.92万0.01%70,000 00.0% — 不变
ACP ABRDN INCOME CREDIT STRATEGI $53.04万0.01%102,002 -1,500-1.4% -$7,800 减仓
BKLN INVESCO EXCH TRADED FD TR II $53.09万0.01%26,063 2,0918.7% $4.26万 加仓