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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $965.22万 | 0.86% | 16,723 | -2,403 | -12.6% | -$138.70万 | 减仓 |
| AVGO | BROADCOM INC | $1,003.69万 | 0.90% | 32,428 | 4,402 | 15.7% | $136.25万 | 加仓 |
| MUB | ISHARES TR | $1,009.54万 | 0.90% | 95,105 | 22,573 | 31.1% | $239.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,026.56万 | 0.92% | 17,179 | 2,473 | 16.8% | $147.78万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,028.40万 | 0.92% | 112,369 | 90,601 | 416.2% | $829.18万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,053.62万 | 0.94% | 224,605 | 1,268 | 0.6% | $5.95万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,080.21万 | 0.97% | 236,784 | 231,857 | 4,705.8% | $1,057.73万 | 加仓 |
| EFV | ISHARES TR | $1,102.01万 | 0.99% | 148,219 | 51,141 | 52.7% | $380.23万 | 加仓 |
| AAPL | APPLE INC | $1,109.64万 | 0.99% | 43,722 | 2,388 | 5.8% | $60.61万 | 加仓 |
| IEMG | ISHARES INC | $1,127.11万 | 1.01% | 161,592 | 44,510 | 38.0% | $310.46万 | 加仓 |
| IVE | ISHARES TR | $1,135.82万 | 1.02% | 53,792 | 9,848 | 22.4% | $207.94万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,157.34万 | 1.04% | 151,207 | 114,757 | 314.8% | $878.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,159.83万 | 1.04% | 31,332 | 91 | 0.3% | $3.37万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,179.02万 | 1.06% | 316,940 | 316,940 | — | $1,179.02万 | 新建仓 |
| IVW | ISHARES TR | $1,196.97万 | 1.07% | 105,824 | 34,619 | 48.6% | $391.57万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,287.88万 | 1.15% | 44,845 | -19 | -0.0% | -$5,456 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,345.23万 | 1.21% | 231,219 | 72,154 | 45.4% | $419.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,401.35万 | 1.26% | 80,352 | 9,665 | 13.7% | $168.56万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,583.37万 | 1.42% | 41,298 | 19,485 | 89.3% | $747.06万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,666.45万 | 1.49% | 365,049 | -3,278 | -0.9% | -$14.96万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,812.99万 | 1.62% | 246,197 | 25,860 | 11.7% | $190.43万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,874.97万 | 1.68% | 440,755 | 382,695 | 659.1% | $1,627.98万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $2,020.45万 | 1.81% | 437,991 | -13,976 | -3.1% | -$64.47万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $2,126.78万 | 1.91% | 424,337 | 424,337 | — | $2,126.78万 | 新建仓 |
| IVV | ISHARES TR | $3,007.17万 | 2.69% | 46,037 | 16,891 | 58.0% | $1,103.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,342.44万 | 2.99% | 104,187 | -2,008 | -1.9% | -$64.42万 | 减仓 |