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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $46.63万 | 0.04% | 2,966 | 1,490 | 100.9% | $23.43万 | 加仓 |
| IWX | ISHARES TR | $46.75万 | 0.04% | 5,044 | -971 | -16.1% | -$9.00万 | 减仓 |
| — | LIFEVANTAGE CORP | $46.76万 | 0.04% | 108,249 | 45,972 | 73.8% | $19.86万 | 加仓 |
| ROST | ROSS STORES INC | $46.83万 | 0.04% | 2,162 | 185 | 9.4% | $4.01万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $46.86万 | 0.04% | 13,975 | 5,595 | 66.8% | $18.76万 | 加仓 |
| MLI | MUELLER INDS INC | $46.92万 | 0.04% | 4,235 | 170 | 4.2% | $1.88万 | 加仓 |
| CNXC | CONCENTRIX CORP | $47.17万 | 0.04% | 17,241 | 9,031 | 110.0% | $24.71万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $47.40万 | 0.04% | 3,619 | 1,794 | 98.3% | $23.49万 | 加仓 |
| EVRG | EVERGY INC | $47.41万 | 0.04% | 5,788 | 169 | 3.0% | $1.38万 | 加仓 |
| FTI | TECHNIPFMC PLC | $47.98万 | 0.04% | 6,940 | 1,758 | 33.9% | $12.15万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $48.00万 | 0.04% | 6,603 | 102 | 1.6% | $7,415 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $48.05万 | 0.04% | 16,023 | 7,031 | 78.2% | $21.09万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $48.28万 | 0.04% | 5,123 | 5,123 | — | $48.28万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.56万 | 0.04% | 1,597 | 190 | 13.5% | $5.78万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $48.74万 | 0.04% | 2,486 | 2,486 | — | $48.74万 | 新建仓 |
| BTAL | AGF INVTS TR | $48.74万 | 0.04% | 34,917 | 11,724 | 50.5% | $16.37万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $48.75万 | 0.04% | 2,251 | 791 | 54.2% | $17.13万 | 加仓 |
| IGSB | ISHARES TR | $48.88万 | 0.04% | 9,299 | 4,428 | 90.9% | $23.27万 | 加仓 |
| BOND | PIMCO ETF TR | $49.00万 | 0.04% | 5,310 | 5,310 | — | $49.00万 | 新建仓 |
| SBGI | SINCLAIR INC | $49.02万 | 0.04% | 37,885 | 2,173 | 6.1% | $2.81万 | 加仓 |
| — | SCHWAB STRATEGIC TR | $49.12万 | 0.04% | 9,449 | 1,519 | 19.2% | $7.90万 | 加仓 |
| BILS | SPDR SERIES TRUST | $49.17万 | 0.04% | 4,945 | 4,945 | — | $49.17万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $49.19万 | 0.04% | 1,248 | 153 | 14.0% | $6.03万 | 加仓 |
| — | TOWNSQUARE MEDIA INC | $49.23万 | 0.04% | 90,664 | 90,664 | — | $49.23万 | 新建仓 |
| ENB | ENBRIDGE INC | $49.44万 | 0.04% | 9,137 | 4,650 | 103.6% | $25.16万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $49.64万 | 0.04% | 950 | 102 | 12.0% | $5.33万 | 加仓 |
| IDCC | INTERDIGITAL INC | $49.65万 | 0.04% | 1,644 | -739 | -31.0% | -$22.32万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $49.73万 | 0.04% | 8,760 | 3,743 | 74.6% | $21.25万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.22万 | 0.04% | 8,713 | 8,713 | — | $50.22万 | 新建仓 |
| BX | BLACKSTONE INC | $50.28万 | 0.05% | 4,373 | 727 | 19.9% | $8.36万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $50.35万 | 0.05% | 10,592 | -82 | -0.8% | -$3,898 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $50.62万 | 0.05% | 2,799 | -264 | -8.6% | -$4.77万 | 减仓 |
| QLD | PROSHARES TR | $50.84万 | 0.05% | 8,335 | 1,911 | 29.7% | $11.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.89万 | 0.05% | 15,150 | 1,433 | 10.4% | $4.81万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $50.90万 | 0.05% | 8,467 | 1,303 | 18.2% | $7.83万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $51.25万 | 0.05% | 9,258 | -5,547 | -37.5% | -$30.70万 | 减仓 |
| — | WISDOMTREE TR | $51.33万 | 0.05% | 5,073 | -328 | -6.1% | -$3.32万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $51.35万 | 0.05% | 11,925 | 5,821 | 95.4% | $25.07万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $51.37万 | 0.05% | 15,516 | 2,716 | 21.2% | $8.99万 | 加仓 |
| — | VANECK ETF TRUST | $51.40万 | 0.05% | 50,094 | 13,184 | 35.7% | $13.53万 | 加仓 |
| SYK | STRYKER CORPORATION | $51.43万 | 0.05% | 1,565 | 725 | 86.3% | $23.82万 | 加仓 |
| — | GLOBAL X FDS | $51.85万 | 0.05% | 24,456 | 6,972 | 39.9% | $14.78万 | 加仓 |
| ARKK | ARK ETF TR | $51.91万 | 0.05% | 7,680 | -146 | -1.9% | -$9,868 | 减仓 |
| QXO | QXO INC | $52.07万 | 0.05% | 26,811 | -5,315 | -16.5% | -$10.32万 | 减仓 |
| USSG | DBX ETF TR | $52.12万 | 0.05% | 8,734 | -58 | -0.7% | -$3,461 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $52.37万 | 0.05% | 15,509 | -489 | -3.1% | -$1.65万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $52.41万 | 0.05% | 4,418 | 1,407 | 46.7% | $16.69万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $53.03万 | 0.05% | 18,235 | 4,040 | 28.5% | $11.75万 | 加仓 |
| TFC | TRUIST FINL CORP | $53.42万 | 0.05% | 11,622 | -396 | -3.3% | -$1.82万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $53.58万 | 0.05% | 19,129 | 1,431 | 8.1% | $4.01万 | 加仓 |
| MC | MOELIS & CO | $53.71万 | 0.05% | 9,422 | 1,356 | 16.8% | $7.73万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $53.79万 | 0.05% | 21,820 | 2,930 | 15.5% | $7.22万 | 加仓 |
| SHOP | SHOPIFY INC | $53.97万 | 0.05% | 4,550 | -47 | -1.0% | -$5,575 | 减仓 |
| SGOV | ISHARES TR | $54.25万 | 0.05% | 5,390 | 2,769 | 105.6% | $27.87万 | 加仓 |
| MCK | MCKESSON CORP | $54.34万 | 0.05% | 628 | 84 | 15.4% | $7.27万 | 加仓 |
| DIS | DISNEY WALT CO | $54.63万 | 0.05% | 5,668 | 2,477 | 77.6% | $23.88万 | 加仓 |
| MET | METLIFE INC | $54.67万 | 0.05% | 7,730 | 2,849 | 58.4% | $20.15万 | 加仓 |
| SMMU | PIMCO ETF TR | $54.79万 | 0.05% | 10,861 | 167 | 1.6% | $8,425 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $54.94万 | 0.05% | 14,459 | 14,459 | — | $54.94万 | 新建仓 |
| SMMD | ISHARES TR | $55.05万 | 0.05% | 7,210 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $55.10万 | 0.05% | 16,723 | 943 | 6.0% | $3.11万 | 加仓 |
| NEM | NEWMONT CORP | $55.15万 | 0.05% | 5,095 | 1,324 | 35.1% | $14.33万 | 加仓 |
| TLTW | ISHARES TR | $55.34万 | 0.05% | 24,466 | -9,378 | -27.7% | -$21.21万 | 减仓 |
| STXF | EA SERIES TRUST | $55.55万 | 0.05% | 13,235 | -4,793 | -26.6% | -$20.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $55.90万 | 0.05% | 7,858 | 1,100 | 16.3% | $7.82万 | 加仓 |
| CCI | CROWN CASTLE INC | $55.94万 | 0.05% | 6,879 | 3,872 | 128.8% | $31.48万 | 加仓 |
| ISCF | ISHARES TR | $56.13万 | 0.05% | 13,432 | 2,764 | 25.9% | $11.55万 | 加仓 |
| FTNT | FORTINET INC | $56.38万 | 0.05% | 6,899 | 1,158 | 20.2% | $9.46万 | 加仓 |
| TFLO | ISHARES TR | $56.48万 | 0.05% | 11,155 | 11,155 | — | $56.48万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $56.51万 | 0.05% | 2,024 | 1,419 | 234.5% | $39.62万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $56.75万 | 0.05% | 4,902 | 2,293 | 87.9% | $26.55万 | 加仓 |
| FIX | COMFORT SYS USA INC | $56.82万 | 0.05% | 412 | 33 | 8.7% | $4.55万 | 加仓 |
| IWB | ISHARES TR | $56.82万 | 0.05% | 1,593 | -919 | -36.6% | -$32.78万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $57.11万 | 0.05% | 22,415 | 1,651 | 8.0% | $4.21万 | 加仓 |
| EMXC | ISHARES INC | $57.16万 | 0.05% | 7,267 | 7,267 | — | $57.16万 | 新建仓 |
| GTN | GRAY MEDIA INC | $57.56万 | 0.05% | 132,631 | 31,931 | 31.7% | $13.86万 | 加仓 |
| TPR | TAPESTRY INC | $57.68万 | 0.05% | 4,088 | 4,088 | — | $57.68万 | 新建仓 |
| DVYE | ISHARES INC | $58.25万 | 0.05% | 16,943 | 3,158 | 22.9% | $10.86万 | 加仓 |
| ADI | ANALOG DEVICES INC | $58.49万 | 0.05% | 1,839 | -362 | -16.4% | -$11.51万 | 减仓 |
| LEA | LEAR CORP | $58.75万 | 0.05% | 4,852 | -162 | -3.2% | -$1.96万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $59.21万 | 0.05% | 4,822 | 401 | 9.1% | $4.92万 | 加仓 |
| IDV | ISHARES TR | $59.88万 | 0.05% | 14,070 | 3,485 | 32.9% | $14.83万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $59.95万 | 0.05% | 17,022 | -769 | -4.3% | -$2.71万 | 减仓 |
| AMLP | ALPS ETF TR | $60.17万 | 0.05% | 11,430 | -7,334 | -39.1% | -$38.61万 | 减仓 |
| — | ABSOLUTE SHS TR | $60.19万 | 0.05% | 17,733 | -121 | -0.7% | -$4,107 | 减仓 |
| MBB | ISHARES TR | $60.28万 | 0.05% | 6,348 | 77 | 1.2% | $7,311 | 加仓 |
| — | LISTED FDS TR | $60.31万 | 0.05% | 16,943 | 1,055 | 6.6% | $3.76万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $60.34万 | 0.05% | 713 | 204 | 40.1% | $17.27万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $60.81万 | 0.05% | 3,523 | 1,513 | 75.3% | $26.11万 | 加仓 |
| PBI | PITNEY BOWES INC | $60.82万 | 0.05% | 55,037 | 4,876 | 9.7% | $5.39万 | 加仓 |
| PYLD | PIMCO ETF TR | $60.87万 | 0.05% | 23,233 | 23,233 | — | $60.87万 | 新建仓 |
| QDPL | PACER FDS TR | $61.12万 | 0.05% | 15,227 | 15,227 | — | $61.12万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $61.94万 | 0.06% | 18,509 | 563 | 3.1% | $1.88万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $62.11万 | 0.06% | 1,391 | 425 | 44.0% | $18.98万 | 加仓 |
| — | EA SERIES TRUST | $62.12万 | 0.06% | 18,622 | -8,791 | -32.1% | -$29.33万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $62.27万 | 0.06% | 2,870 | 2,870 | — | $62.27万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $62.91万 | 0.06% | 19,093 | 3,653 | 23.7% | $12.04万 | 加仓 |
| ACU | ACME UTD CORP | $63.08万 | 0.06% | 14,046 | 1,562 | 12.5% | $7.01万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $63.08万 | 0.06% | 2,292 | -1,000 | -30.4% | -$27.52万 | 减仓 |
| QYLD | GLOBAL X FDS | $63.23万 | 0.06% | 36,868 | 16,607 | 82.0% | $28.48万 | 加仓 |