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 |
|---|---|---|---|---|---|---|---|---|
| CAML | PROFESIONALLY MANAGED PORTFO | $81.45万 | 0.06% | 20,360 | 1,312 | 6.9% | $5.25万 | 加仓 |
| WMB | WILLIAMS COS INC | $81.49万 | 0.06% | 10,962 | 832 | 8.2% | $6.19万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $81.50万 | 0.06% | 806 | 93 | 13.0% | $9.40万 | 加仓 |
| VGT | VANGUARD WORLD FD | $82.06万 | 0.06% | 6,866 | -1,726 | -20.1% | -$20.63万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $82.10万 | 0.06% | 1,331 | 83 | 6.7% | $5.12万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $82.14万 | 0.06% | 16,960 | -780 | -4.4% | -$3.78万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $82.40万 | 0.06% | 2,595 | 303 | 13.2% | $9.62万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $82.89万 | 0.06% | 6,221 | 6,221 | — | $82.89万 | 新建仓 |
| USB | US BANCORP | $83.23万 | 0.06% | 13,780 | 1,123 | 8.9% | $6.78万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $84.28万 | 0.06% | 40,537 | 40,537 | — | $84.28万 | 新建仓 |
| GLDM | WORLD GOLD TR | $84.53万 | 0.06% | 10,644 | 1,788 | 20.2% | $14.20万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $84.61万 | 0.06% | 34,311 | -8,447 | -19.8% | -$20.83万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $84.64万 | 0.06% | 2,128 | 160 | 8.1% | $6.36万 | 加仓 |
| — | THRIVE SERIES TRUST | $84.64万 | 0.06% | 34,932 | 24,346 | 230.0% | $58.99万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $85.01万 | 0.06% | 9,767 | 5,405 | 123.9% | $47.05万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $85.11万 | 0.06% | 28,812 | 1,026 | 3.7% | $3.03万 | 加仓 |
| T | AT&T INC | $85.36万 | 0.06% | 41,239 | 7,113 | 20.8% | $14.72万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $86.43万 | 0.06% | 1,740 | 349 | 25.1% | $17.34万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $86.62万 | 0.06% | 4,201 | 4,201 | — | $86.62万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $86.79万 | 0.06% | 15,367 | -7,080 | -31.5% | -$39.99万 | 减仓 |
| FRDM | EA SERIES TRUST | $86.81万 | 0.06% | 11,908 | 11,908 | — | $86.81万 | 新建仓 |
| TPR | TAPESTRY INC | $86.81万 | 0.06% | 5,930 | 1,842 | 45.1% | $26.97万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $86.89万 | 0.06% | 5,331 | 189 | 3.7% | $3.08万 | 加仓 |
| PAYX | PAYCHEX INC | $86.93万 | 0.06% | 8,841 | 660 | 8.1% | $6.49万 | 加仓 |
| QLTA | ISHARES TR | $87.65万 | 0.06% | 18,445 | 18,445 | — | $87.65万 | 新建仓 |
| SUB | ISHARES TR | $87.70万 | 0.06% | 8,237 | 1,144 | 16.1% | $12.18万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $88.26万 | 0.06% | 2,636 | -948 | -26.5% | -$31.74万 | 减仓 |
| ITA | ISHARES TR | $89.07万 | 0.06% | 3,674 | -1,363 | -27.1% | -$33.04万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $89.62万 | 0.07% | 2,294 | 2,294 | — | $89.62万 | 新建仓 |
| ROST | ROSS STORES INC | $90.02万 | 0.07% | 4,229 | 2,067 | 95.6% | $44.00万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $90.39万 | 0.07% | 5,810 | 140 | 2.5% | $2.18万 | 加仓 |
| OEF | ISHARES TR | $90.83万 | 0.07% | 2,483 | -530 | -17.6% | -$19.39万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $92.77万 | 0.07% | 37,788 | -2,439 | -6.1% | -$5.99万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $92.93万 | 0.07% | 17,903 | 17,903 | — | $92.93万 | 新建仓 |
| — | LISTED FDS TR | $92.99万 | 0.07% | 16,038 | -905 | -5.3% | -$5.25万 | 减仓 |
| TLH | ISHARES TR | $93.53万 | 0.07% | 9,320 | -3,789 | -28.9% | -$38.02万 | 减仓 |
| — | DBX ETF TR | $93.95万 | 0.07% | 37,118 | 9,640 | 35.1% | $24.40万 | 加仓 |
| PWR | QUANTA SVCS INC | $95.59万 | 0.07% | 1,328 | 629 | 90.0% | $45.27万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $95.74万 | 0.07% | 25,523 | 2,439 | 10.6% | $9.15万 | 加仓 |
| NOW | SERVICENOW INC | $96.45万 | 0.07% | 9,715 | 3,581 | 58.4% | $35.55万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $96.59万 | 0.07% | 33,001 | 4,883 | 17.4% | $14.29万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $96.84万 | 0.07% | 4,324 | 821 | 23.4% | $18.39万 | 加仓 |
| SGOV | ISHARES TR | $96.86万 | 0.07% | 9,621 | 4,231 | 78.5% | $42.59万 | 加仓 |
| IEFA | ISHARES TR | $97.31万 | 0.07% | 10,076 | -2,128 | -17.4% | -$20.55万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $97.63万 | 0.07% | 5,747 | 925 | 19.2% | $15.71万 | 加仓 |
| — | ABSOLUTE SHS TR | $97.78万 | 0.07% | 27,384 | 285 | 1.1% | $1.02万 | 加仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $98.10万 | 0.07% | 28,435 | -137 | -0.5% | -$4,727 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $98.21万 | 0.07% | 29,501 | 3,784 | 14.7% | $12.60万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $98.78万 | 0.07% | 1,939 | -70 | -3.5% | -$3.57万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $98.82万 | 0.07% | 16,979 | -4,659 | -21.5% | -$27.11万 | 减仓 |
| XYLD | GLOBAL X FDS | $99.02万 | 0.07% | 24,274 | 7,284 | 42.9% | $29.71万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $99.07万 | 0.07% | 1,027 | -74 | -6.7% | -$7.14万 | 减仓 |
| FTNT | FORTINET INC | $99.15万 | 0.07% | 6,454 | -445 | -6.5% | -$6.84万 | 减仓 |
| MINO | PIMCO ETF TR | $99.51万 | 0.07% | 21,745 | -5,051 | -18.8% | -$23.11万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $99.91万 | 0.07% | 8,519 | -596 | -6.5% | -$6.99万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $100.17万 | 0.07% | 9,350 | -1,227 | -11.6% | -$13.15万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $100.19万 | 0.07% | 12,859 | -885 | -6.4% | -$6.90万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $101.72万 | 0.07% | 6,103 | 937 | 18.1% | $15.62万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $102.26万 | 0.07% | 8,093 | 568 | 7.5% | $7.18万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $102.28万 | 0.07% | 2,887 | -188 | -6.1% | -$6.66万 | 减仓 |
| DXJ | WISDOMTREE TR | $103.63万 | 0.08% | 5,972 | -339 | -5.4% | -$5.88万 | 减仓 |
| VB | VANGUARD INDEX FDS | $103.76万 | 0.08% | 3,423 | 178 | 5.5% | $5.40万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $104.24万 | 0.08% | 3,081 | 275 | 9.8% | $9.30万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $104.34万 | 0.08% | 5,201 | 633 | 13.9% | $12.70万 | 加仓 |
| CB | CHUBB LIMITED | $104.60万 | 0.08% | 3,070 | -300 | -8.9% | -$10.22万 | 减仓 |
| — | ZACKS TRUST | $105.34万 | 0.08% | 33,145 | 7,021 | 26.9% | $22.31万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $105.94万 | 0.08% | 40,391 | 10,220 | 33.9% | $26.81万 | 加仓 |
| PLD | PROLOGIS INC. | $106.52万 | 0.08% | 7,863 | 596 | 8.2% | $8.07万 | 加仓 |
| TLT | ISHARES TR | $106.95万 | 0.08% | 12,375 | 335 | 2.8% | $2.90万 | 加仓 |
| FAST | FASTENAL CO | $107.55万 | 0.08% | 22,393 | 2,056 | 10.1% | $9.87万 | 加仓 |
| — | ABSOLUTE SHS TR | $108.16万 | 0.08% | 41,843 | 539 | 1.3% | $1.39万 | 加仓 |
| WELL | WELLTOWER INC | $109.10万 | 0.08% | 4,806 | 2,463 | 105.1% | $55.91万 | 加仓 |
| ETN | EATON CORP PLC | $109.67万 | 0.08% | 2,573 | -41 | -1.6% | -$1.75万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $110.27万 | 0.08% | 29,049 | 2,684 | 10.2% | $10.19万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $110.52万 | 0.08% | 11,498 | 781 | 7.3% | $7.51万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $110.58万 | 0.08% | 5,190 | 3,093 | 147.5% | $65.90万 | 加仓 |
| QDPL | PACER FDS TR | $110.91万 | 0.08% | 24,609 | 9,382 | 61.6% | $42.28万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $113.50万 | 0.08% | 3,810 | 3,810 | — | $113.50万 | 新建仓 |
| MCD | MCDONALDS CORP | $113.63万 | 0.08% | 4,204 | -3,041 | -42.0% | -$82.20万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $114.54万 | 0.08% | 1,793 | 1,793 | — | $114.54万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $116.06万 | 0.08% | 25,598 | -142 | -0.6% | -$6,438 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $116.92万 | 0.08% | 7,621 | 577 | 8.2% | $8.85万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $117.04万 | 0.08% | 39,810 | 14,884 | 59.7% | $43.76万 | 加仓 |
| SHLD | GLOBAL X FDS | $117.66万 | 0.09% | 19,706 | 3,623 | 22.5% | $21.63万 | 加仓 |
| MDT | MEDTRONIC PLC | $117.68万 | 0.09% | 15,042 | 3,116 | 26.1% | $24.38万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $117.90万 | 0.09% | 7,461 | 405 | 5.7% | $6.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $118.74万 | 0.09% | 1,269 | -1,361 | -51.7% | -$127.35万 | 减仓 |
| PGR | PROGRESSIVE CORP | $118.91万 | 0.09% | 5,443 | -512 | -8.6% | -$11.19万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $119.20万 | 0.09% | 13,136 | 2,113 | 19.2% | $19.17万 | 加仓 |
| PEP | PEPSICO INC | $120.20万 | 0.09% | 8,877 | -1,564 | -15.0% | -$21.18万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $120.64万 | 0.09% | 5,984 | 697 | 13.2% | $14.05万 | 加仓 |
| MOAT | VANECK ETF TRUST | $120.94万 | 0.09% | 11,634 | -529 | -4.3% | -$5.50万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $121.23万 | 0.09% | 3,579 | -72 | -2.0% | -$2.44万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $121.82万 | 0.09% | 19,726 | 3,737 | 23.4% | $23.08万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $122.80万 | 0.09% | 48,788 | 13,479 | 38.2% | $33.93万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $123.47万 | 0.09% | 13,536 | 13,536 | — | $123.47万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $124.57万 | 0.09% | 2,425 | 160 | 7.1% | $8.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $124.76万 | 0.09% | 14,484 | 4,074 | 39.1% | $35.09万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $125.16万 | 0.09% | 36,154 | 9,760 | 37.0% | $33.79万 | 加仓 |
| — | ABSOLUTE SHS TR | $126.53万 | 0.09% | 31,447 | -19 | -0.1% | -$764 | 减仓 |