Advyzon Investment Management, LLC
LISLE IL · SEC CIK 0002011872
$13.78亿2026Q2 申报市值
754持仓数
18.1%前十大占比 · 第一大 3.0%
127 / 59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
QQQ 加仓+$921.91万
USDU 加仓+$891.79万
USMV 加仓+$780.52万
IVV 加仓+$743.35万
SOXX 新建仓+$641.27万
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$1,345.52万
BAR 减仓-$895.41万
VTI 减仓-$572.86万
EFV 减仓-$518.97万
IEMG 减仓-$500.97万
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 |
|---|---|---|---|---|---|---|---|---|
| IHG | INTERCONTINENTAL HOTELS GROU | $29.98万 | 0.02% | 1,732 | 1,732 | — | $29.98万 | 新建仓 |
| CAOS | EA SERIES TRUST | $30.01万 | 0.02% | 3,321 | 3,321 | — | $30.01万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $30.21万 | 0.02% | 5,638 | 823 | 17.1% | $4.41万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $30.23万 | 0.02% | 1,040 | -124 | -10.7% | -$3.60万 | 减仓 |
| NICE | NICE LTD | $30.28万 | 0.02% | 3,333 | 451 | 15.6% | $4.10万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $30.28万 | 0.02% | 12,773 | 60 | 0.5% | $1,423 | 加仓 |
| EZU | ISHARES INC | $30.29万 | 0.02% | 4,358 | 4,358 | — | $30.29万 | 新建仓 |
| NKE | NIKE INC | $30.40万 | 0.02% | 7,406 | 1,732 | 30.5% | $7.11万 | 加仓 |
| — | ETF SER SOLUTIONS | $30.42万 | 0.02% | 10,473 | 250 | 2.4% | $7,263 | 加仓 |
| UL | UNILEVER PLC | $30.71万 | 0.02% | 5,108 | 710 | 16.1% | $4.27万 | 加仓 |
| EVRG | EVERGY INC | $30.72万 | 0.02% | 3,554 | -2,234 | -38.6% | -$19.31万 | 减仓 |
| MCO | MOODYS CORP | $30.75万 | 0.02% | 679 | 16 | 2.4% | $7,245 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $31.00万 | 0.02% | 1,822 | 101 | 5.9% | $1.72万 | 加仓 |
| — | EA SERIES TRUST | $31.03万 | 0.02% | 7,798 | -78 | -1.0% | -$3,103 | 减仓 |
| — | SSGA ACTIVE TR | $31.08万 | 0.02% | 7,278 | -687 | -8.6% | -$2.93万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $31.09万 | 0.02% | 4,437 | -8 | -0.2% | -$561 | 减仓 |
| NGG | NATIONAL GRID PLC | $31.62万 | 0.02% | 3,816 | 233 | 6.5% | $1.93万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $31.76万 | 0.02% | 811 | -8 | -1.0% | -$3,133 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $32.15万 | 0.02% | 9,503 | 9,503 | — | $32.15万 | 新建仓 |
| CHAT | TIDAL TRUST II | $32.50万 | 0.02% | 3,293 | -259 | -7.3% | -$2.56万 | 重新持有 |
| WST | WEST PHARMACEUTICAL SVSC INC | $32.50万 | 0.02% | 905 | 905 | — | $32.50万 | 新建仓 |
| STIP | ISHARES TR | $32.55万 | 0.02% | 3,186 | 1,040 | 48.5% | $10.62万 | 加仓 |
| HDV | ISHARES TR | $32.64万 | 0.02% | 11,908 | 11,908 | — | $32.64万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.66万 | 0.02% | 870 | 157 | 22.0% | $5.89万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $32.71万 | 0.02% | 8,119 | -376 | -4.4% | -$1.51万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.75万 | 0.02% | 627 | 10 | 1.6% | $5,224 | 加仓 |
| EMR | EMERSON ELEC CO | $32.76万 | 0.02% | 2,289 | 584 | 34.3% | $8.36万 | 加仓 |
| GSK | GSK PLC | $32.77万 | 0.02% | 6,251 | 318 | 5.4% | $1.67万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $32.83万 | 0.02% | 3,833 | -172 | -4.3% | -$1.47万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.84万 | 0.02% | 3,566 | 197 | 5.8% | $1.81万 | 加仓 |
| YUM | YUM BRANDS INC | $32.90万 | 0.02% | 2,058 | 709 | 52.6% | $11.33万 | 加仓 |
| FISV | FISERV INC | $33.12万 | 0.02% | 6,752 | 884 | 15.1% | $4.34万 | 加仓 |
| FE | FIRSTENERGY CORP | $33.14万 | 0.02% | 6,972 | 1,741 | 33.3% | $8.28万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $33.23万 | 0.02% | 2,507 | -832 | -24.9% | -$11.03万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $33.47万 | 0.02% | 9,980 | -189 | -1.9% | -$6,339 | 减仓 |
| CTAS | CINTAS CORP | $33.67万 | 0.02% | 1,979 | 354 | 21.8% | $6.02万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $33.76万 | 0.02% | 3,501 | 607 | 21.0% | $5.85万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $34.00万 | 0.02% | 6,445 | 6,445 | — | $34.00万 | 新建仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $34.30万 | 0.02% | 6,158 | 677 | 12.4% | $3.77万 | 加仓 |
| — | SPDR SERIES TRUST | $34.82万 | 0.03% | 3,099 | 91 | 3.0% | $1.02万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $34.97万 | 0.03% | 13,112 | 50 | 0.4% | $1,333 | 加仓 |
| ESGU | ISHARES TR | $35.04万 | 0.03% | 2,141 | -859 | -28.6% | -$14.06万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $35.27万 | 0.03% | 1,872 | 134 | 7.7% | $2.52万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $35.37万 | 0.03% | 7,006 | -2,325 | -24.9% | -$11.74万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $35.70万 | 0.03% | 30,000 | 30,000 | — | $35.70万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $35.76万 | 0.03% | 9,700 | -557 | -5.4% | -$2.05万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $35.94万 | 0.03% | 3,584 | -387 | -9.7% | -$3.88万 | 减仓 |
| — | PUTNAM ETF TRUST | $36.05万 | 0.03% | 13,249 | 2,998 | 29.2% | $8.16万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $36.08万 | 0.03% | 13,780 | 407 | 3.0% | $1.07万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $36.27万 | 0.03% | 8,592 | 859 | 11.1% | $3.63万 | 加仓 |
| INFQ | INFLEQTION INC | $36.42万 | 0.03% | 27,346 | 27,346 | — | $36.42万 | 新建仓 |
| CPER | UNITED STS COMMODITY INDEX F | $36.56万 | 0.03% | 9,689 | 9,689 | — | $36.56万 | 新建仓 |
| IWN | ISHARES TR | $36.67万 | 0.03% | 1,658 | -181 | -9.8% | -$4.00万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $36.68万 | 0.03% | 13,571 | 641 | 5.0% | $1.73万 | 加仓 |
| TRP | TC ENERGY CORP | $36.97万 | 0.03% | 5,576 | 87 | 1.6% | $5,768 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.98万 | 0.03% | 1,368 | -17 | -1.2% | -$4,595 | 减仓 |
| MGK | VANGUARD WORLD FD | $37.01万 | 0.03% | 4,210 | 4,210 | — | $37.01万 | 新建仓 |
| SYK | STRYKER CORPORATION | $37.30万 | 0.03% | 1,185 | -380 | -24.3% | -$11.96万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $37.34万 | 0.03% | 4,581 | 4,581 | — | $37.34万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $37.50万 | 0.03% | 4,174 | 4,174 | — | $37.50万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $37.54万 | 0.03% | 5,507 | 1,574 | 40.0% | $10.73万 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $38.14万 | 0.03% | 4,124 | 2,156 | 109.6% | $19.94万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $38.24万 | 0.03% | 2,145 | 895 | 71.6% | $15.95万 | 加仓 |
| EUHY | ISHARES INC | $38.60万 | 0.03% | 7,166 | 7,166 | — | $38.60万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $38.61万 | 0.03% | 450 | 450 | — | $38.61万 | 新建仓 |
| DE | DEERE & CO | $38.85万 | 0.03% | 612 | -164 | -21.1% | -$10.41万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $39.05万 | 0.03% | 14,290 | 1,742 | 13.9% | $4.76万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $39.16万 | 0.03% | 7,705 | 3,332 | 76.2% | $16.94万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $39.25万 | 0.03% | 9,781 | -405 | -4.0% | -$1.63万 | 减仓 |
| ARKX | ARK ETF TR | $39.42万 | 0.03% | 11,552 | 1,683 | 17.1% | $5.74万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $39.59万 | 0.03% | 6,023 | 6,023 | — | $39.59万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $39.66万 | 0.03% | 21,017 | 9,934 | 89.6% | $18.75万 | 加仓 |
| IWX | ISHARES TR | $39.69万 | 0.03% | 3,774 | -1,270 | -25.2% | -$13.36万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $39.69万 | 0.03% | 4,897 | 4,897 | — | $39.69万 | 新建仓 |
| BOND | PIMCO ETF TR | $40.26万 | 0.03% | 4,366 | -944 | -17.8% | -$8.70万 | 减仓 |
| — | DBX ETF TR | $40.38万 | 0.03% | 10,356 | 10,356 | — | $40.38万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $41.62万 | 0.03% | 16,284 | 16,284 | — | $41.62万 | 新建仓 |
| USFR | WISDOMTREE TR | $41.70万 | 0.03% | 8,283 | -6,303 | -43.2% | -$31.74万 | 重新持有 |
| SHYM | BLACKROCK ETF TRUST II | $41.75万 | 0.03% | 18,596 | 18,596 | — | $41.75万 | 新建仓 |
| — | WISDOMTREE TR | $41.85万 | 0.03% | 5,780 | 707 | 13.9% | $5.12万 | 加仓 |
| PPL | PPL CORP | $41.88万 | 0.03% | 11,521 | 1,050 | 10.0% | $3.82万 | 加仓 |
| BTU | PEABODY ENGR CORP | $41.92万 | 0.03% | 18,132 | 1,409 | 8.4% | $3.26万 | 加仓 |
| CVNA | CARVANA CO | $42.04万 | 0.03% | 6,387 | 527 | 9.0% | $3.47万 | 加仓 |
| WTPI | WISDOMTREE TR | $42.07万 | 0.03% | 12,830 | 2,163 | 20.3% | $7.09万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $42.17万 | 0.03% | 10,295 | 1,239 | 13.7% | $5.07万 | 加仓 |
| HEFA | ISHARES TR | $42.30万 | 0.03% | 9,014 | -92,316 | -91.1% | -$433.19万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $42.35万 | 0.03% | 7,513 | 365 | 5.1% | $2.06万 | 加仓 |
| USHY | ISHARES TR | $42.50万 | 0.03% | 11,480 | 3,543 | 44.6% | $13.12万 | 加仓 |
| HSY | HERSHEY CO | $42.72万 | 0.03% | 2,435 | 659 | 37.1% | $11.56万 | 加仓 |
| ETR | ENTERGY CORP NEW | $43.00万 | 0.03% | 3,744 | 3,744 | — | $43.00万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $43.04万 | 0.03% | 18,046 | 3,797 | 26.6% | $9.06万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $43.08万 | 0.03% | 9,604 | 9,604 | — | $43.08万 | 新建仓 |
| PAVE | GLOBAL X FDS | $43.13万 | 0.03% | 7,320 | 416 | 6.0% | $2.45万 | 加仓 |
| — | BLEICHROEDER ACQUISITI CORP | $43.26万 | 0.03% | 41,923 | 41,923 | — | $43.26万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $43.67万 | 0.03% | 5,448 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $43.76万 | 0.03% | 3,374 | 820 | 32.1% | $10.64万 | 加仓 |
| SDCI | USCF ETF TR | $43.97万 | 0.03% | 16,631 | 16,631 | — | $43.97万 | 新建仓 |
| COCO | VITA COCO CO INC | $44.26万 | 0.03% | 6,692 | 2,067 | 44.7% | $13.67万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $44.28万 | 0.03% | 2,981 | 267 | 9.8% | $3.97万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $44.31万 | 0.03% | 11,893 | 94 | 0.8% | $3,502 | 加仓 |