Advyzon Investment Management, LLC
LISLE IL · SEC CIK 0002011872
$11.16亿2026Q1 申报市值
675持仓数
18.1%前十大占比 · 第一大 3.0%
153 / 40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
FBCG 新建仓+$2,126.78万
CGDV 加仓+$1,627.98万
FENI 新建仓+$1,179.02万
IVV 加仓+$1,103.33万
FBND 加仓+$1,057.73万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$514.33万
USDU 减仓-$485.22万
PPA 重新持有-$454.96万
SPGP 清仓-$349.09万
IAU 减仓-$294.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $22.34万 | 0.02% | 1,705 | 149 | 9.6% | $1.95万 | 加仓 |
| SUSC | ISHARES TR | $22.46万 | 0.02% | 9,706 | -121 | -1.2% | -$2,800 | 减仓 |
| PSX | PHILLIPS 66 | $22.50万 | 0.02% | 1,235 | 1,235 | — | $22.50万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.59万 | 0.02% | 2,791 | 219 | 8.5% | $1.77万 | 加仓 |
| — | THEMES ETF TR | $22.80万 | 0.02% | 7,089 | 7,089 | — | $22.80万 | 新建仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $22.83万 | 0.02% | 2,163 | 34 | 1.6% | $3,589 | 加仓 |
| — | THEMES ETF TR | $22.90万 | 0.02% | 4,980 | 4,980 | — | $22.90万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $23.17万 | 0.02% | 5,167 | 5,167 | — | $23.17万 | 新建仓 |
| TTC | TORO CO | $23.26万 | 0.02% | 2,489 | 2,489 | — | $23.26万 | 新建仓 |
| TS | TENARIS S A | $23.35万 | 0.02% | 4,013 | 4,013 | — | $23.35万 | 新建仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $23.55万 | 0.02% | 10,853 | 10,853 | — | $23.55万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $23.63万 | 0.02% | 4,850 | 4,850 | — | $23.63万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $23.79万 | 0.02% | 819 | -24 | -2.8% | -$6,971 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $24.01万 | 0.02% | 11,415 | -2,793 | -19.7% | -$5.88万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $24.07万 | 0.02% | 3,533 | -10 | -0.3% | -$681 | 减仓 |
| — | CRAWFORD & CO | $24.08万 | 0.02% | 23,749 | 1,221 | 5.4% | $1.24万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $24.08万 | 0.02% | 6,182 | 6,182 | — | $24.08万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $24.14万 | 0.02% | 5,358 | 5,358 | — | $24.14万 | 新建仓 |
| GCOW | PACER FDS TR | $24.19万 | 0.02% | 5,231 | 5,231 | — | $24.19万 | 新建仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $24.22万 | 0.02% | 2,111 | -111 | -5.0% | -$1.27万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.23万 | 0.02% | 7,943 | 2 | 0.0% | $61 | 加仓 |
| AMP | AMERIPRISE FINL INC | $24.29万 | 0.02% | 547 | -89 | -14.0% | -$3.95万 | 减仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $24.39万 | 0.02% | 23,058 | 290 | 1.3% | $3,068 | 加仓 |
| BOTZ | GLOBAL X FDS | $24.41万 | 0.02% | 7,349 | -9,872 | -57.3% | -$32.80万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $24.59万 | 0.02% | 11,006 | 11,006 | — | $24.59万 | 新建仓 |
| ASH | ASHLAND INC | $24.72万 | 0.02% | 4,446 | 4,446 | — | $24.72万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $24.79万 | 0.02% | 6,743 | 504 | 8.1% | $1.85万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $24.96万 | 0.02% | 1,721 | 1,721 | — | $24.96万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $25.02万 | 0.02% | 4,634 | 145 | 3.2% | $7,829 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $25.03万 | 0.02% | 1,541 | 118 | 8.3% | $1.92万 | 加仓 |
| UL | UNILEVER PLC | $25.06万 | 0.02% | 4,398 | 4,398 | — | $25.06万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $25.25万 | 0.02% | 4,815 | 201 | 4.4% | $1.05万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $25.67万 | 0.02% | 2,894 | 489 | 20.3% | $4.34万 | 重新持有 |
| — | SPDR SERIES TRUST | $25.73万 | 0.02% | 3,008 | 3,008 | — | $25.73万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $25.87万 | 0.02% | 3,933 | 3,933 | — | $25.87万 | 新建仓 |
| — | THRIVE SERIES TRUST | $25.88万 | 0.02% | 10,586 | 10,586 | — | $25.88万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $25.90万 | 0.02% | 3,444 | 3,444 | — | $25.90万 | 新建仓 |
| XEL | XCEL ENERGY INC | $25.95万 | 0.02% | 3,266 | 3,266 | — | $25.95万 | 新建仓 |
| — | THEMES ETF TR | $26.12万 | 0.02% | 6,776 | 6,776 | — | $26.12万 | 新建仓 |
| — | ETF SER SOLUTIONS | $26.15万 | 0.02% | 10,223 | 10,223 | — | $26.15万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $26.18万 | 0.02% | 5,617 | 825 | 17.2% | $3.85万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $26.22万 | 0.02% | 2,019 | 2,019 | — | $26.22万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $26.24万 | 0.02% | 6,592 | 588 | 9.8% | $2.34万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $26.33万 | 0.02% | 5,227 | 5,227 | — | $26.33万 | 新建仓 |
| FE | FIRSTENERGY CORP | $26.50万 | 0.02% | 5,231 | 5,231 | — | $26.50万 | 新建仓 |
| IESC | IES HOLDINGS INC | $26.65万 | 0.02% | 559 | -6 | -1.1% | -$2,861 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $26.65万 | 0.02% | 4,445 | 4,445 | — | $26.65万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $26.66万 | 0.02% | 24,107 | 11,726 | 94.7% | $12.97万 | 加仓 |
| WRB | BERKLEY W R CORP | $26.70万 | 0.02% | 4,028 | 422 | 11.7% | $2.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $26.70万 | 0.02% | 816 | 69 | 9.2% | $2.26万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $26.72万 | 0.02% | 1,450 | -257 | -15.1% | -$4.74万 | 减仓 |
| POWL | POWELL INDS INC | $26.86万 | 0.02% | 496 | 496 | — | $26.86万 | 新建仓 |
| SNA | SNAP ON INC | $26.92万 | 0.02% | 741 | -3 | -0.4% | -$1,090 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $27.00万 | 0.02% | 10,351 | -1,925 | -15.7% | -$5.02万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $27.03万 | 0.02% | 11,083 | 2,571 | 30.2% | $6.27万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $27.09万 | 0.02% | 4,005 | -42 | -1.0% | -$2,841 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $27.15万 | 0.02% | 5,667 | 5,667 | — | $27.15万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $27.22万 | 0.02% | 2,081 | 2,081 | — | $27.22万 | 新建仓 |
| EVR | EVERCORE INC | $27.28万 | 0.02% | 914 | 274 | 42.8% | $8.18万 | 加仓 |
| PMBS | PIMCO ETF TR | $27.29万 | 0.02% | 5,503 | 5,503 | — | $27.29万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $27.39万 | 0.02% | 8,979 | 8,979 | — | $27.39万 | 新建仓 |
| CTAS | CINTAS CORP | $27.49万 | 0.02% | 1,625 | 11 | 0.7% | $1,861 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $27.52万 | 0.02% | 3,971 | 3,971 | — | $27.52万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $27.56万 | 0.02% | 648 | 648 | — | $27.56万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $27.56万 | 0.02% | 8,048 | 8,048 | — | $27.56万 | 新建仓 |
| VST | VISTRA CORP | $27.63万 | 0.02% | 1,838 | 762 | 70.8% | $11.45万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $27.64万 | 0.02% | 2,865 | -614 | -17.6% | -$5.92万 | 减仓 |
| — | EA SERIES TRUST | $27.96万 | 0.03% | 7,876 | -5,113 | -39.4% | -$18.15万 | 减仓 |
| CRD/A | CRAWFORD & CO | $28.10万 | 0.03% | 28,181 | 5,539 | 24.5% | $5.52万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.14万 | 0.03% | 2,565 | 2,565 | — | $28.14万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $28.24万 | 0.03% | 2,866 | 2,866 | — | $28.24万 | 新建仓 |
| — | PUTNAM ETF TRUST | $28.27万 | 0.03% | 10,251 | 1,085 | 11.8% | $2.99万 | 加仓 |
| NI | NISOURCE INC | $28.38万 | 0.03% | 6,082 | 113 | 1.9% | $5,273 | 加仓 |
| EG | EVEREST GROUP LTD | $28.50万 | 0.03% | 872 | 37 | 4.4% | $1.21万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $28.50万 | 0.03% | 3,054 | 72 | 2.4% | $6,720 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $28.58万 | 0.03% | 617 | 51 | 9.0% | $2.36万 | 加仓 |
| HAS | HASBRO INC | $28.62万 | 0.03% | 3,058 | 1 | 0.0% | $94 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $28.71万 | 0.03% | 4,884 | 4,884 | — | $28.71万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $28.77万 | 0.03% | 1,973 | 1,973 | — | $28.77万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $28.84万 | 0.03% | 3,740 | 984 | 35.7% | $7.59万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $28.86万 | 0.03% | 1,738 | -133 | -7.1% | -$2.21万 | 减仓 |
| — | THEMES ETF TR | $28.90万 | 0.03% | 2,991 | 2,991 | — | $28.90万 | 新建仓 |
| MCO | MOODYS CORP | $28.91万 | 0.03% | 663 | 30 | 4.7% | $1.31万 | 加仓 |
| ARKX | ARK ETF TR | $28.97万 | 0.03% | 9,869 | 9,869 | — | $28.97万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $29.14万 | 0.03% | 4,937 | -192 | -3.7% | -$1.13万 | 减仓 |
| USHY | ISHARES TR | $29.24万 | 0.03% | 7,937 | -2,268 | -22.2% | -$8.36万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $29.26万 | 0.03% | 4,362 | 4,362 | — | $29.26万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $29.31万 | 0.03% | 3,842 | -61 | -1.6% | -$4,654 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $29.52万 | 0.03% | 14,722 | 320 | 2.2% | $6,416 | 加仓 |
| HODL | VANECK BITCOIN ETF | $29.63万 | 0.03% | 15,462 | -857 | -5.3% | -$1.64万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $29.71万 | 0.03% | 501 | 34 | 7.3% | $2.02万 | 加仓 |
| SNY | SANOFI SA | $29.86万 | 0.03% | 6,197 | 6,197 | — | $29.86万 | 新建仓 |
| VALE | VALE S A | $29.93万 | 0.03% | 18,811 | 2,924 | 18.4% | $4.65万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $29.95万 | 0.03% | 1,715 | 1,715 | — | $29.95万 | 新建仓 |
| NKE | NIKE INC | $29.97万 | 0.03% | 5,674 | 750 | 15.2% | $3.96万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $30.12万 | 0.03% | 12,713 | 2,354 | 22.7% | $5.58万 | 加仓 |
| ARTY | ISHARES TR | $30.16万 | 0.03% | 6,481 | 77 | 1.2% | $3,583 | 加仓 |
| ATO | ATMOS ENERGY CORP | $30.24万 | 0.03% | 1,637 | 1,637 | — | $30.24万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $30.32万 | 0.03% | 3,583 | 3,583 | — | $30.32万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $30.34万 | 0.03% | 4,563 | 4,563 | — | $30.34万 | 新建仓 |