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 |
|---|---|---|---|---|---|---|---|---|
| SECU | BLACKROCK ETF TRUST II | $44.49万 | 0.03% | 8,922 | 8,922 | — | $44.49万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $44.54万 | 0.03% | 1,877 | 164 | 9.6% | $3.89万 | 加仓 |
| VST | VISTRA CORP | $45.14万 | 0.03% | 2,846 | 1,008 | 54.8% | $15.99万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $45.16万 | 0.03% | 3,533 | 968 | 37.7% | $12.37万 | 加仓 |
| SHOP | SHOPIFY INC | $45.19万 | 0.03% | 3,958 | -592 | -13.0% | -$6.76万 | 减仓 |
| ARTY | ISHARES TR | $45.47万 | 0.03% | 5,970 | -511 | -7.9% | -$3.89万 | 减仓 |
| FLOT | ISHARES TR | $45.61万 | 0.03% | 8,934 | -23,246 | -72.2% | -$118.67万 | 减仓 |
| EIX | EDISON INTL | $45.70万 | 0.03% | 6,138 | 6,138 | — | $45.70万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $46.22万 | 0.03% | 4,126 | 2,045 | 98.3% | $22.91万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $46.34万 | 0.03% | 17,858 | 1,835 | 11.5% | $4.76万 | 加仓 |
| VOLT | TEMA ETF TRUST | $46.40万 | 0.03% | 11,077 | 3,029 | 37.6% | $12.69万 | 加仓 |
| BFLX | BLACKROCK ETF TRUST | $46.63万 | 0.03% | 18,203 | 18,203 | — | $46.63万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $46.72万 | 0.03% | 2,268 | -218 | -8.8% | -$4.49万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $47.13万 | 0.03% | 21,336 | 5,902 | 38.2% | $13.04万 | 加仓 |
| SRVR | PACER FDS TR | $47.17万 | 0.03% | 14,846 | 4,676 | 46.0% | $14.86万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $47.19万 | 0.03% | 7,900 | -4,217 | -34.8% | -$25.19万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $47.38万 | 0.03% | 9,771 | -821 | -7.8% | -$3.98万 | 减仓 |
| NXT | NEXTPOWER INC | $47.39万 | 0.03% | 3,978 | 1,024 | 34.7% | $12.20万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $47.61万 | 0.03% | 4,218 | 2,086 | 97.8% | $23.55万 | 加仓 |
| — | EA SERIES TRUST | $47.77万 | 0.03% | 12,311 | -6,311 | -33.9% | -$24.49万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $47.82万 | 0.03% | 12,051 | 1,658 | 16.0% | $6.58万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $47.89万 | 0.03% | 7,793 | 825 | 11.8% | $5.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $47.96万 | 0.03% | 5,850 | -25 | -0.4% | -$2,049 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $47.96万 | 0.03% | 11,627 | 5,445 | 88.1% | $22.46万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $48.06万 | 0.03% | 887 | 386 | 77.0% | $20.91万 | 加仓 |
| DAL | DELTA AIR LINES INC | $48.07万 | 0.03% | 5,133 | 570 | 12.5% | $5.34万 | 加仓 |
| ACWX | ISHARES TR | $48.08万 | 0.03% | 6,317 | 6,317 | — | $48.08万 | 新建仓 |
| NVS | NOVARTIS AG | $48.65万 | 0.04% | 3,105 | 418 | 15.6% | $6.55万 | 加仓 |
| SRE | SEMPRA | $48.81万 | 0.04% | 5,264 | 798 | 17.9% | $7.40万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $48.85万 | 0.04% | 8,470 | 4,310 | 103.6% | $24.86万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $49.00万 | 0.04% | 998 | 29 | 3.0% | $1.42万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $49.15万 | 0.04% | 4,554 | 620 | 15.8% | $6.69万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $49.35万 | 0.04% | 6,023 | 137 | 2.3% | $1.12万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $49.38万 | 0.04% | 6,810 | 627 | 10.1% | $4.55万 | 加仓 |
| PYLD | PIMCO ETF TR | $49.40万 | 0.04% | 18,629 | -4,604 | -19.8% | -$12.21万 | 减仓 |
| WM | WASTE MGMT INC DEL | $49.58万 | 0.04% | 2,225 | 259 | 13.2% | $5.77万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $49.72万 | 0.04% | 10,174 | 10,174 | — | $49.72万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $49.91万 | 0.04% | 2,174 | -77 | -3.4% | -$1.77万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $50.01万 | 0.04% | 4,202 | -6,808 | -61.8% | -$81.02万 | 重新持有 |
| QXO | QXO INC | $50.32万 | 0.04% | 29,120 | 2,309 | 8.6% | $3.99万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $50.54万 | 0.04% | 11,552 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $50.65万 | 0.04% | 2,653 | 2,653 | — | $50.65万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $50.66万 | 0.04% | 2,868 | 167 | 6.2% | $2.95万 | 加仓 |
| FN | FABRINET | $50.87万 | 0.04% | 905 | 162 | 21.8% | $9.11万 | 加仓 |
| — | VIRTUS ETF TR II | $50.88万 | 0.04% | 21,996 | 21,996 | — | $50.88万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $50.90万 | 0.04% | 4,359 | -543 | -11.1% | -$6.34万 | 减仓 |
| SMMU | PIMCO ETF TR | $51.09万 | 0.04% | 10,116 | -745 | -6.9% | -$3.76万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $51.71万 | 0.04% | 3,417 | 451 | 15.2% | $6.82万 | 加仓 |
| DVYE | ISHARES INC | $51.72万 | 0.04% | 16,048 | -895 | -5.3% | -$2.88万 | 减仓 |
| EXEL | EXELIXIS INC | $52.03万 | 0.04% | 9,563 | 2,794 | 41.3% | $15.20万 | 重新持有 |
| SLDE | SLIDE INS HLDGS INC | $52.09万 | 0.04% | 26,892 | 26,892 | — | $52.09万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $52.18万 | 0.04% | 4,122 | 503 | 13.9% | $6.37万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $52.21万 | 0.04% | 13,402 | 1,477 | 12.4% | $5.75万 | 加仓 |
| POWL | POWELL INDS INC | $52.59万 | 0.04% | 1,837 | 349 | 23.5% | $9.99万 | 加仓 |
| GWW | WW GRAINGER INC | $52.70万 | 0.04% | 387 | 14 | 3.8% | $1.91万 | 加仓 |
| CNXC | CONCENTRIX CORP | $52.74万 | 0.04% | 23,539 | 6,298 | 36.5% | $14.11万 | 加仓 |
| VMI | VALMONT INDS INC | $52.79万 | 0.04% | 914 | 914 | — | $52.79万 | 新建仓 |
| CRD/A | CRAWFORD & CO | $52.84万 | 0.04% | 46,884 | 18,703 | 66.4% | $21.08万 | 加仓 |
| BLBD | BLUE BIRD CORP | $53.08万 | 0.04% | 6,722 | 6,722 | — | $53.08万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $53.09万 | 0.04% | 3,047 | 1,180 | 63.2% | $20.56万 | 加仓 |
| FTI | TECHNIPFMC PLC | $53.27万 | 0.04% | 8,034 | 1,094 | 15.8% | $7.25万 | 加仓 |
| — | GLOBAL X FDS | $53.47万 | 0.04% | 23,585 | -871 | -3.6% | -$1.97万 | 减仓 |
| — | LIFEVANTAGE CORP | $53.56万 | 0.04% | 85,827 | -22,422 | -20.7% | -$13.99万 | 减仓 |
| IESC | IES HOLDINGS INC | $53.95万 | 0.04% | 734 | 175 | 31.3% | $12.86万 | 加仓 |
| URA | GLOBAL X FDS | $53.97万 | 0.04% | 12,349 | 12,349 | — | $53.97万 | 新建仓 |
| IDV | ISHARES TR | $54.06万 | 0.04% | 13,049 | -1,021 | -7.3% | -$4.23万 | 减仓 |
| JBL | JABIL INC | $54.09万 | 0.04% | 1,403 | 1,403 | — | $54.09万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $54.18万 | 0.04% | 16,947 | 2,972 | 21.3% | $9.50万 | 加仓 |
| IGSB | ISHARES TR | $54.18万 | 0.04% | 10,338 | 1,039 | 11.2% | $5.45万 | 加仓 |
| TLTW | ISHARES TR | $54.21万 | 0.04% | 24,268 | -198 | -0.8% | -$4,423 | 减仓 |
| SHYG | ISHARES TR | $54.24万 | 0.04% | 12,789 | 3,375 | 35.9% | $14.31万 | 加仓 |
| FLEX | FLEX LTD | $54.29万 | 0.04% | 3,350 | 3,350 | — | $54.29万 | 新建仓 |
| CCI | CROWN CASTLE INC | $54.34万 | 0.04% | 7,176 | 297 | 4.3% | $2.25万 | 加仓 |
| IWM | ISHARES TR | $55.09万 | 0.04% | 1,834 | 595 | 48.0% | $17.87万 | 加仓 |
| AMLP | ALPS ETF TR | $55.30万 | 0.04% | 10,666 | -764 | -6.7% | -$3.96万 | 减仓 |
| ARKW | ARK ETF TR | $55.38万 | 0.04% | 3,823 | -40 | -1.0% | -$5,794 | 减仓 |
| DAVE | DAVE INC | $55.89万 | 0.04% | 1,500 | 1,500 | — | $55.89万 | 新建仓 |
| DIV | GLOBAL X FDS | $56.06万 | 0.04% | 29,429 | 10,918 | 59.0% | $20.80万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $56.11万 | 0.04% | 5,714 | 591 | 11.5% | $5.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $56.12万 | 0.04% | 1,514 | 698 | 85.5% | $25.87万 | 加仓 |
| COPX | GLOBAL X FDS | $56.20万 | 0.04% | 7,302 | 7,302 | — | $56.20万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $56.29万 | 0.04% | 284 | -128 | -31.1% | -$25.37万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $56.37万 | 0.04% | 6,594 | 2,854 | 76.3% | $24.40万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $56.45万 | 0.04% | 1,710 | -681 | -28.5% | -$22.48万 | 减仓 |
| CNX | CNX RES CORP | $56.74万 | 0.04% | 16,722 | -6,652 | -28.5% | -$22.57万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $57.64万 | 0.04% | 15,896 | -3,197 | -16.7% | -$11.59万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $57.64万 | 0.04% | 11,313 | 1,908 | 20.3% | $9.72万 | 加仓 |
| BX | BLACKSTONE INC | $57.71万 | 0.04% | 4,904 | 531 | 12.1% | $6.25万 | 加仓 |
| ENB | ENBRIDGE INC | $57.74万 | 0.04% | 10,651 | 1,514 | 16.6% | $8.21万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $57.86万 | 0.04% | 22,270 | 450 | 2.1% | $1.17万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $58.03万 | 0.04% | 8,467 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $59.06万 | 0.04% | 3,611 | 88 | 2.5% | $1.44万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $59.07万 | 0.04% | 3,457 | 3,457 | — | $59.07万 | 新建仓 |
| SBGI | SINCLAIR INC | $59.15万 | 0.04% | 41,506 | 3,621 | 9.6% | $5.16万 | 加仓 |
| TMUS | T-MOBILE US INC | $59.36万 | 0.04% | 3,539 | -2,734 | -43.6% | -$45.86万 | 减仓 |
| DGRO | ISHARES TR | $59.70万 | 0.04% | 7,877 | 7,877 | — | $59.70万 | 新建仓 |
| TFC | TRUIST FINL CORP | $59.73万 | 0.04% | 11,990 | 368 | 3.2% | $1.83万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $59.83万 | 0.04% | 10,842 | 1,584 | 17.1% | $8.74万 | 加仓 |
| CRM | SALESFORCE INC | $59.96万 | 0.04% | 3,827 | 20 | 0.5% | $3,133 | 加仓 |
| NOV | NOV INC | $60.56万 | 0.04% | 32,648 | 32,648 | — | $60.56万 | 新建仓 |