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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $1,566.28万 | 1.14% | 344,314 | 107,530 | 45.4% | $489.15万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,586.59万 | 1.15% | 196,920 | 17,540 | 9.8% | $141.32万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,594.62万 | 1.16% | 181,454 | 30,247 | 20.0% | $265.81万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,639.51万 | 1.19% | 408,549 | 91,609 | 28.9% | $367.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,819.82万 | 1.32% | 90,951 | 10,599 | 13.2% | $212.07万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,833.90万 | 1.33% | 170,089 | 57,720 | 51.4% | $622.34万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,852.81万 | 1.34% | 367,693 | 2,644 | 0.7% | $13.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,153.40万 | 1.56% | 29,242 | 12,519 | 74.9% | $921.91万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,301.31万 | 1.67% | 313,487 | 67,290 | 27.3% | $493.98万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,613.21万 | 1.90% | 530,279 | 89,524 | 20.3% | $441.17万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $3,268.87万 | 2.37% | 526,304 | 101,967 | 24.0% | $633.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,282.48万 | 2.38% | 88,706 | -15,481 | -14.9% | -$572.86万 | 减仓 |
| IVV | ISHARES TR | $4,191.00万 | 3.04% | 55,963 | 9,926 | 21.6% | $743.35万 | 加仓 |