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 |
|---|---|---|---|---|---|---|---|---|
| RDVI | FIRST TR EXCHANGE-TRADED FD | $63.69万 | 0.06% | 24,926 | 24,926 | — | $63.69万 | 新建仓 |
| PRAA | PRA GROUP INC | $63.70万 | 0.06% | 36,398 | 14,573 | 66.8% | $25.50万 | 加仓 |
| NOW | SERVICENOW INC | $64.13万 | 0.06% | 6,134 | 1,732 | 39.3% | $18.11万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $64.13万 | 0.06% | 27,786 | 13,808 | 98.8% | $31.87万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $64.15万 | 0.06% | 21,849 | 1,934 | 9.7% | $5.68万 | 加仓 |
| QCOM | QUALCOMM INC | $64.25万 | 0.06% | 4,989 | -1,488 | -23.0% | -$19.16万 | 减仓 |
| XME | SPDR SERIES TRUST | $64.63万 | 0.06% | 5,984 | 5,984 | — | $64.63万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $65.09万 | 0.06% | 5,816 | 5,816 | — | $65.09万 | 新建仓 |
| CVS | CVS HEALTH CORP | $65.26万 | 0.06% | 9,086 | 3,401 | 59.8% | $24.43万 | 加仓 |
| LQD | ISHARES TR | $65.27万 | 0.06% | 5,989 | 1,538 | 34.6% | $16.76万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $65.74万 | 0.06% | 5,670 | 5,670 | — | $65.74万 | 新建仓 |
| USB | US BANCORP | $65.83万 | 0.06% | 12,657 | -1,948 | -13.3% | -$10.13万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $65.92万 | 0.06% | 32,298 | 1,160 | 3.7% | $2.37万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $66.34万 | 0.06% | 30,958 | 3,786 | 13.9% | $8.11万 | 加仓 |
| XYLD | GLOBAL X FDS | $66.48万 | 0.06% | 16,990 | 6,241 | 58.1% | $24.42万 | 加仓 |
| DHR | DANAHER CORP DEL | $66.56万 | 0.06% | 3,511 | 913 | 35.1% | $17.31万 | 加仓 |
| CAML | PROFESIONALLY MANAGED PORTFO | $67.01万 | 0.06% | 19,048 | 1,282 | 7.2% | $4.51万 | 加仓 |
| DG | DOLLAR GEN CORP | $67.07万 | 0.06% | 5,649 | 1,766 | 45.5% | $20.97万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $67.25万 | 0.06% | 10,146 | 2,519 | 33.0% | $16.70万 | 加仓 |
| EXI | ISHARES TR | $67.50万 | 0.06% | 3,729 | 3,729 | — | $67.50万 | 新建仓 |
| LIN | LINDE PLC | $67.60万 | 0.06% | 1,363 | 199 | 17.1% | $9.87万 | 加仓 |
| — | DBX ETF TR | $67.69万 | 0.06% | 27,478 | 27,478 | — | $67.69万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $67.79万 | 0.06% | 8,761 | 1,891 | 27.5% | $14.63万 | 加仓 |
| TTE | TOTALENERGIES SE | $68.85万 | 0.06% | 7,563 | 3,182 | 72.6% | $28.97万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $69.52万 | 0.06% | 15,515 | 15,515 | — | $69.52万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $69.60万 | 0.06% | 14,823 | 2,850 | 23.8% | $13.38万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $69.75万 | 0.06% | 2,391 | 1,571 | 191.6% | $45.83万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $70.03万 | 0.06% | 29,264 | 29,264 | — | $70.03万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $70.14万 | 0.06% | 9,751 | -331 | -3.3% | -$2.38万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $70.37万 | 0.06% | 14,088 | 2,082 | 17.3% | $10.40万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $70.89万 | 0.06% | 1,442 | 349 | 31.9% | $17.16万 | 加仓 |
| CRM | SALESFORCE INC | $71.06万 | 0.06% | 3,807 | 1,342 | 54.4% | $25.05万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $71.12万 | 0.06% | 21,205 | 2,980 | 16.4% | $9.99万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $71.18万 | 0.06% | 3,503 | 1,592 | 83.3% | $32.35万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $71.50万 | 0.06% | 9,968 | 35 | 0.4% | $2,511 | 加仓 |
| — | ZACKS TRUST | $72.02万 | 0.06% | 26,124 | 6,072 | 30.3% | $16.74万 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $72.29万 | 0.06% | 49,855 | 1,559 | 3.2% | $2.26万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $72.44万 | 0.06% | 12,117 | -2,695 | -18.2% | -$16.11万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $73.65万 | 0.07% | 5,142 | 1,093 | 27.0% | $15.66万 | 加仓 |
| WMB | WILLIAMS COS INC | $73.73万 | 0.07% | 10,130 | 10,130 | — | $73.73万 | 新建仓 |
| CME | CME GROUP INC | $74.70万 | 0.07% | 2,529 | 1,740 | 220.5% | $51.40万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $74.75万 | 0.07% | 6,966 | 6,966 | — | $74.75万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $74.96万 | 0.07% | 1,074 | -778 | -42.0% | -$54.30万 | 减仓 |
| PAYX | PAYCHEX INC | $75.36万 | 0.07% | 8,181 | 3,800 | 86.7% | $35.00万 | 加仓 |
| SUB | ISHARES TR | $75.54万 | 0.07% | 7,093 | 1,388 | 24.3% | $14.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $75.81万 | 0.07% | 1,735 | -187 | -9.7% | -$8.17万 | 减仓 |
| PFF | ISHARES TR | $76.92万 | 0.07% | 25,370 | -2,148 | -7.8% | -$6.51万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $77.65万 | 0.07% | 10,717 | -45 | -0.4% | -$3,261 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $77.83万 | 0.07% | 26,394 | 7,854 | 42.4% | $23.16万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $78.07万 | 0.07% | 3,695 | 1,853 | 100.6% | $39.15万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $78.88万 | 0.07% | 16,474 | 3,321 | 25.2% | $15.90万 | 加仓 |
| — | EA SERIES TRUST | $79.33万 | 0.07% | 39,836 | -16,732 | -29.6% | -$33.32万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $79.35万 | 0.07% | 30,171 | 30,171 | — | $79.35万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $79.52万 | 0.07% | 6,066 | 1,370 | 29.2% | $17.96万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $79.76万 | 0.07% | 5,069 | 21 | 0.4% | $3,304 | 加仓 |
| ASML | ASML HLDG NV | $80.76万 | 0.07% | 611 | 126 | 26.0% | $16.65万 | 加仓 |
| IEF | ISHARES TR | $80.97万 | 0.07% | 8,483 | 319 | 3.9% | $3.04万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $81.12万 | 0.07% | 28,118 | 28,118 | — | $81.12万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $81.42万 | 0.07% | 3,811 | -8,325 | -68.6% | -$177.86万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $81.67万 | 0.07% | 21,082 | 230 | 1.1% | $8,910 | 加仓 |
| GLDM | WORLD GOLD TR | $82.09万 | 0.07% | 8,856 | -7,421 | -45.6% | -$68.79万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $82.87万 | 0.07% | 23,084 | 8,072 | 53.8% | $28.98万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $83.33万 | 0.07% | 4,568 | 1,114 | 32.3% | $20.32万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $83.78万 | 0.08% | 936 | 291 | 45.1% | $26.05万 | 加仓 |
| — | ABSOLUTE SHS TR | $84.67万 | 0.08% | 27,099 | 52 | 0.2% | $1,625 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $84.90万 | 0.08% | 2,806 | 734 | 35.4% | $22.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $84.97万 | 0.08% | 3,245 | 356 | 12.3% | $9.32万 | 加仓 |
| AZN | ASTRAZENECA PLC | $85.05万 | 0.08% | 4,315 | 4,315 | — | $85.05万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $85.24万 | 0.08% | 17,740 | 2,420 | 15.8% | $11.63万 | 加仓 |
| IAGG | ISHARES TR | $86.07万 | 0.08% | 17,201 | 1,496 | 9.5% | $7.49万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $87.53万 | 0.08% | 35,309 | 35,309 | — | $87.53万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $87.67万 | 0.08% | 7,044 | 475 | 7.2% | $5.91万 | 加仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $88.61万 | 0.08% | 28,572 | -3,733 | -11.6% | -$11.58万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $89.61万 | 0.08% | 5,166 | 1,796 | 53.3% | $31.15万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $89.81万 | 0.08% | 3,584 | 383 | 12.0% | $9.60万 | 加仓 |
| CNX | CNX RES CORP | $90.11万 | 0.08% | 23,374 | 842 | 3.7% | $3.25万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $90.30万 | 0.08% | 2,313 | -101 | -4.2% | -$3.94万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $90.71万 | 0.08% | 1,968 | -61 | -3.0% | -$2.81万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $90.71万 | 0.08% | 17,468 | -1,442 | -7.6% | -$7.49万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $90.72万 | 0.08% | 26,365 | 4,134 | 18.6% | $14.23万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $93.19万 | 0.08% | 30,375 | 30,375 | — | $93.19万 | 新建仓 |
| ETN | EATON CORP PLC | $93.49万 | 0.08% | 2,614 | 1,224 | 88.1% | $43.77万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $93.49万 | 0.08% | 15,989 | 1,632 | 11.4% | $9.54万 | 加仓 |
| FAST | FASTENAL CO | $94.37万 | 0.08% | 20,337 | 5,316 | 35.4% | $24.67万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $95.01万 | 0.09% | 28,471 | 7,543 | 36.0% | $25.17万 | 加仓 |
| EME | EMCOR GROUP INC | $95.03万 | 0.09% | 1,287 | 113 | 9.6% | $8.34万 | 加仓 |
| OEF | ISHARES TR | $95.83万 | 0.09% | 3,013 | -16,171 | -84.3% | -$514.33万 | 减仓 |
| PLD | PROLOGIS INC. | $96.05万 | 0.09% | 7,267 | 521 | 7.7% | $6.89万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $96.12万 | 0.09% | 4,847 | 1,188 | 32.5% | $23.56万 | 加仓 |
| — | ABSOLUTE SHS TR | $97.22万 | 0.09% | 41,304 | 281 | 0.7% | $6,614 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $97.47万 | 0.09% | 16,070 | 1,639 | 11.4% | $9.94万 | 加仓 |
| DTCR | GLOBAL X FDS | $97.80万 | 0.09% | 40,819 | 23,967 | 142.2% | $57.42万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $98.06万 | 0.09% | 31,250 | 7,244 | 30.2% | $22.73万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $98.80万 | 0.09% | 25,717 | 2,529 | 10.9% | $9.72万 | 加仓 |
| T | AT&T INC | $98.93万 | 0.09% | 34,126 | 5,212 | 18.0% | $15.11万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $99.20万 | 0.09% | 1,642 | 134 | 8.9% | $8.10万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $99.33万 | 0.09% | 9,115 | -28 | -0.3% | -$3,051 | 减仓 |
| D | DOMINION ENERGY INC | $99.37万 | 0.09% | 16,073 | 7,335 | 83.9% | $45.35万 | 加仓 |
| DXJ | WISDOMTREE TR | $100.08万 | 0.09% | 6,311 | 6,311 | — | $100.08万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $100.43万 | 0.09% | 4,826 | 2,387 | 97.9% | $49.67万 | 加仓 |