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 |
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $30.65万 | 0.03% | 7,467 | 97 | 1.3% | $3,982 | 加仓 |
| IWM | ISHARES TR | $30.73万 | 0.03% | 1,239 | 1,239 | — | $30.73万 | 新建仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $30.74万 | 0.03% | 15,434 | 15,434 | — | $30.74万 | 新建仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $30.97万 | 0.03% | 5,481 | 359 | 7.0% | $2.03万 | 加仓 |
| UI | UBIQUITI INC | $31.09万 | 0.03% | 393 | -40 | -9.2% | -$3.16万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $31.10万 | 0.03% | 3,369 | -11,321 | -77.1% | -$104.50万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $31.43万 | 0.03% | 1,608 | 1,608 | — | $31.43万 | 新建仓 |
| COR | CENCORA INC | $31.48万 | 0.03% | 1,002 | 26 | 2.7% | $8,168 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $31.56万 | 0.03% | 3,703 | -19 | -0.5% | -$1,619 | 减仓 |
| SRVR | PACER FDS TR | $31.75万 | 0.03% | 10,170 | 2,218 | 27.9% | $6.92万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $31.76万 | 0.03% | 10,257 | -1,044 | -9.2% | -$3.23万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $31.77万 | 0.03% | 3,196 | 3,196 | — | $31.77万 | 新建仓 |
| NICE | NICE LTD | $31.78万 | 0.03% | 2,882 | 2,882 | — | $31.78万 | 新建仓 |
| TRGP | TARGA RES CORP | $31.84万 | 0.03% | 1,270 | 1,270 | — | $31.84万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $31.91万 | 0.03% | 4,317 | 749 | 21.0% | $5.54万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $32.01万 | 0.03% | 5,538 | 1,635 | 41.9% | $9.45万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $32.03万 | 0.03% | 10,169 | 576 | 6.0% | $1.81万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $32.12万 | 0.03% | 1,702 | 238 | 16.3% | $4.49万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $32.12万 | 0.03% | 1,867 | 1,867 | — | $32.12万 | 新建仓 |
| VLUE | ISHARES TR | $32.28万 | 0.03% | 2,270 | 2,270 | — | $32.28万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $32.28万 | 0.03% | 1,602 | 276 | 20.8% | $5.56万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $32.40万 | 0.03% | 6,790 | 221 | 3.4% | $1.05万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $32.53万 | 0.03% | 2,963 | 2,963 | — | $32.53万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $32.60万 | 0.03% | 679 | 134 | 24.6% | $6.43万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $32.64万 | 0.03% | 1,596 | 1,596 | — | $32.64万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $32.65万 | 0.03% | 7,733 | 1,902 | 32.6% | $8.03万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $32.70万 | 0.03% | 14,249 | 14,249 | — | $32.70万 | 新建仓 |
| GSK | GSK PLC | $32.74万 | 0.03% | 5,933 | -571 | -8.8% | -$3.15万 | 减仓 |
| FISV | FISERV INC | $32.74万 | 0.03% | 5,868 | -3,416 | -36.8% | -$19.06万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $32.85万 | 0.03% | 3,505 | 689 | 24.5% | $6.46万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $33.21万 | 0.03% | 7,148 | 1,931 | 37.0% | $8.97万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $33.28万 | 0.03% | 12,121 | -919 | -7.0% | -$2.52万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $33.35万 | 0.03% | 10,563 | 1,045 | 11.0% | $3.30万 | 加仓 |
| — | SSGA ACTIVE TR | $33.90万 | 0.03% | 7,965 | -1,195 | -13.0% | -$5.09万 | 减仓 |
| PKG | PACKAGING CORP AMER | $33.96万 | 0.03% | 1,600 | -47 | -2.9% | -$9,975 | 减仓 |
| WTPI | WISDOMTREE TR | $34.04万 | 0.03% | 10,667 | 10,667 | — | $34.04万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $34.08万 | 0.03% | 12,930 | 12,930 | — | $34.08万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $34.10万 | 0.03% | 8,495 | -1,376 | -13.9% | -$5.52万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $34.17万 | 0.03% | 12,548 | 2,865 | 29.6% | $7.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $34.18万 | 0.03% | 13,329 | 152 | 1.2% | $3,897 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $34.25万 | 0.03% | 3,074 | 3,074 | — | $34.25万 | 新建仓 |
| TRP | TC ENERGY CORP | $34.36万 | 0.03% | 5,489 | 1,510 | 37.9% | $9.45万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $34.51万 | 0.03% | 9,056 | -1,092 | -10.8% | -$4.16万 | 减仓 |
| DIV | GLOBAL X FDS | $34.98万 | 0.03% | 18,511 | -14,817 | -44.5% | -$28.00万 | 减仓 |
| PAVE | GLOBAL X FDS | $35.08万 | 0.03% | 6,904 | 6,904 | — | $35.08万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $35.12万 | 0.03% | 13,373 | 3,292 | 32.7% | $8.64万 | 加仓 |
| NXT | NEXTPOWER INC | $35.61万 | 0.03% | 2,954 | 291 | 10.9% | $3.51万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $35.69万 | 0.03% | 13,062 | 2,428 | 22.8% | $6.63万 | 加仓 |
| TSN | TYSON FOODS INC | $35.97万 | 0.03% | 5,614 | -93 | -1.6% | -$5,958 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.06万 | 0.03% | 1,385 | 397 | 40.2% | $10.34万 | 加仓 |
| — | HONEYWELL INTL INC | $36.82万 | 0.03% | 1,629 | 255 | 18.6% | $5.76万 | 加仓 |
| CVNA | CARVANA CO | $36.85万 | 0.03% | 1,172 | 204 | 21.1% | $6.41万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $36.89万 | 0.03% | 16,405 | 2,946 | 21.9% | $6.63万 | 加仓 |
| HSY | HERSHEY CO | $36.91万 | 0.03% | 1,776 | 1,776 | — | $36.91万 | 新建仓 |
| EOG | EOG RES INC | $36.93万 | 0.03% | 2,554 | 2,554 | — | $36.93万 | 新建仓 |
| PODD | INSULET CORP | $37.14万 | 0.03% | 1,770 | -2,198 | -55.4% | -$46.12万 | 减仓 |
| IWF | ISHARES TR | $37.56万 | 0.03% | 881 | 881 | — | $37.56万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $38.21万 | 0.03% | 5,448 | 5,448 | — | $38.21万 | 新建仓 |
| PWR | QUANTA SVCS INC | $38.38万 | 0.03% | 699 | 699 | — | $38.38万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $38.43万 | 0.03% | 3,934 | 959 | 32.2% | $9.37万 | 加仓 |
| EEM | ISHARES TR | $38.54万 | 0.03% | 6,787 | 6,787 | — | $38.54万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.69万 | 0.03% | 6,968 | 6,968 | — | $38.69万 | 新建仓 |
| FN | FABRINET | $38.75万 | 0.03% | 743 | 33 | 4.6% | $1.72万 | 加仓 |
| IEUR | ISHARES TR | $39.22万 | 0.04% | 5,582 | 604 | 12.1% | $4.24万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $39.25万 | 0.04% | 2,714 | 2,714 | — | $39.25万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $39.76万 | 0.04% | 10,393 | 1,596 | 18.1% | $6.11万 | 加仓 |
| SHYG | ISHARES TR | $39.83万 | 0.04% | 9,414 | -5,902 | -38.5% | -$24.97万 | 减仓 |
| — | SERVICE PPTYS TR | $39.89万 | 0.04% | 294,372 | 116,127 | 65.2% | $15.74万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $39.95万 | 0.04% | 1,713 | 152 | 9.7% | $3.55万 | 加仓 |
| PPL | PPL CORP | $40.00万 | 0.04% | 10,471 | 10,471 | — | $40.00万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.16万 | 0.04% | 1,164 | 1,164 | — | $40.16万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $40.17万 | 0.04% | 10,186 | 2,852 | 38.9% | $11.25万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $40.36万 | 0.04% | 969 | -339 | -25.9% | -$14.12万 | 减仓 |
| IDXX | IDEXX LABS INC | $40.57万 | 0.04% | 722 | 363 | 101.1% | $20.40万 | 加仓 |
| GWW | WW GRAINGER INC | $40.72万 | 0.04% | 373 | -17 | -4.4% | -$1.86万 | 减仓 |
| NVS | NOVARTIS AG | $41.04万 | 0.04% | 2,687 | 2,687 | — | $41.04万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $41.74万 | 0.04% | 5,886 | 5,886 | — | $41.74万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $41.92万 | 0.04% | 11,799 | -984 | -7.7% | -$3.50万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $42.30万 | 0.04% | 13,998 | 1,595 | 12.9% | $4.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $42.35万 | 0.04% | 5,875 | 315 | 5.7% | $2.27万 | 加仓 |
| ESGU | ISHARES TR | $42.43万 | 0.04% | 3,000 | 1,554 | 107.5% | $21.98万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43.15万 | 0.04% | 1,101 | -365 | -24.9% | -$14.31万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $43.31万 | 0.04% | 11,552 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $43.39万 | 0.04% | 4,466 | 4,466 | — | $43.39万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $43.64万 | 0.04% | 9,405 | 9,405 | — | $43.64万 | 新建仓 |
| DE | DEERE & CO | $43.73万 | 0.04% | 776 | 27 | 3.6% | $1.52万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $44.20万 | 0.04% | 9,331 | 53 | 0.6% | $2,511 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $44.76万 | 0.04% | 2,701 | -27,457 | -91.0% | -$454.96万 | 重新持有 |
| IWD | ISHARES TR | $44.92万 | 0.04% | 2,102 | 1,024 | 95.0% | $21.88万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $45.16万 | 0.04% | 3,339 | 1,743 | 109.2% | $23.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $45.17万 | 0.04% | 1,966 | 110 | 5.9% | $2.53万 | 加仓 |
| FHI | FEDERATED HERMES INC | $45.67万 | 0.04% | 8,053 | 3,459 | 75.3% | $19.62万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $45.69万 | 0.04% | 6,183 | 6,183 | — | $45.69万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $45.93万 | 0.04% | 2,097 | 393 | 23.1% | $8.61万 | 加仓 |
| WELL | WELLTOWER INC | $46.33万 | 0.04% | 2,343 | 2,343 | — | $46.33万 | 新建仓 |
| — | MASTECH HLDGS INC | $46.40万 | 0.04% | 81,538 | 39,501 | 94.0% | $22.48万 | 加仓 |
| ALL | ALLSTATE CORP | $46.59万 | 0.04% | 2,247 | 595 | 36.0% | $12.34万 | 加仓 |
| ARKW | ARK ETF TR | $46.59万 | 0.04% | 3,863 | 1,169 | 43.4% | $14.10万 | 加仓 |
| ACCO | ACCO BRANDS CORP | $46.61万 | 0.04% | 155,358 | 58,801 | 60.9% | $17.64万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $46.63万 | 0.04% | 1,659 | 818 | 97.3% | $22.99万 | 加仓 |