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 |
|---|---|---|---|---|---|---|---|---|
| HELO | J P MORGAN EXCHANGE TRADED F | $259.89万 | 0.23% | 40,665 | 40,665 | — | $259.89万 | 新建仓 |
| HD | HOME DEPOT INC | $258.82万 | 0.23% | 7,869 | 831 | 11.8% | $27.33万 | 加仓 |
| XAR | SPDR SERIES TRUST | $257.90万 | 0.23% | 10,154 | -1,490 | -12.8% | -$37.84万 | 减仓 |
| IXUS | ISHARES TR | $256.00万 | 0.23% | 29,547 | 646 | 2.2% | $5.60万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $254.59万 | 0.23% | 22,709 | -164 | -0.7% | -$1.84万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $252.87万 | 0.23% | 77,282 | 77,282 | — | $252.87万 | 新建仓 |
| MRK | MERCK & CO INC | $248.45万 | 0.22% | 20,654 | 1,565 | 8.2% | $18.83万 | 加仓 |
| HYG | ISHARES TR | $242.16万 | 0.22% | 30,437 | -24,025 | -44.1% | -$191.14万 | 减仓 |
| SO | SOUTHERN CO | $238.82万 | 0.21% | 24,743 | 11,312 | 84.2% | $109.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $237.83万 | 0.21% | 17,896 | -641 | -3.5% | -$8.52万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $236.72万 | 0.21% | 8,749 | 2,974 | 51.5% | $80.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $233.99万 | 0.21% | 25,193 | -5,398 | -17.6% | -$50.14万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $233.40万 | 0.21% | 29,522 | 3,860 | 15.0% | $30.52万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $231.73万 | 0.21% | 10,667 | 426 | 4.2% | $9.25万 | 加仓 |
| MCD | MCDONALDS CORP | $225.17万 | 0.20% | 7,245 | -1,256 | -14.8% | -$39.04万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $223.26万 | 0.20% | 51,789 | -7,272 | -12.3% | -$31.35万 | 减仓 |
| V | VISA INC | $219.32万 | 0.20% | 7,256 | 500 | 7.4% | $15.11万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $217.82万 | 0.20% | 14,857 | -2,279 | -13.3% | -$33.41万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $216.25万 | 0.19% | 27,871 | 27,871 | — | $216.25万 | 新建仓 |
| RTX | RTX CORPORATION | $215.26万 | 0.19% | 11,159 | 1,597 | 16.7% | $30.81万 | 加仓 |
| BAC | BANK AMERICA CORP | $211.99万 | 0.19% | 43,484 | 3,157 | 7.8% | $15.39万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $211.46万 | 0.19% | 18,463 | 3,088 | 20.1% | $35.37万 | 加仓 |
| GOVT | ISHARES TR | $210.90万 | 0.19% | 92,057 | 28,852 | 45.6% | $66.10万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $210.44万 | 0.19% | 52,969 | 2,844 | 5.7% | $11.30万 | 加仓 |
| TXN | TEXAS INSTRS INC | $200.27万 | 0.18% | 10,316 | 1,183 | 13.0% | $22.97万 | 加仓 |
| BLK | BLACKROCK INC | $195.88万 | 0.18% | 2,037 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $193.66万 | 0.17% | 12,127 | -4,437 | -26.8% | -$70.86万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $185.01万 | 0.17% | 31,069 | -7,906 | -20.3% | -$47.08万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $178.31万 | 0.16% | 35,521 | -1,651 | -4.4% | -$8.29万 | 减仓 |
| GLW | CORNING INC | $178.18万 | 0.16% | 13,104 | 5,874 | 81.2% | $79.87万 | 加仓 |
| BIL | SPDR SERIES TRUST | $177.71万 | 0.16% | 19,392 | -1,083 | -5.3% | -$9.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $177.23万 | 0.16% | 13,427 | 1,451 | 12.1% | $19.15万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $172.23万 | 0.15% | 21,009 | -4,797 | -18.6% | -$39.33万 | 减仓 |
| GE | GE AEROSPACE | $171.65万 | 0.15% | 6,049 | 299 | 5.2% | $8.48万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $171.57万 | 0.15% | 32,723 | 5,845 | 21.7% | $30.65万 | 加仓 |
| MUNI | PIMCO ETF TR | $169.83万 | 0.15% | 32,540 | 22,847 | 235.7% | $119.24万 | 加仓 |
| SMIZ | ZACKS TRUST | $169.41万 | 0.15% | 45,700 | 9,150 | 25.0% | $33.92万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $169.14万 | 0.15% | 76,121 | 3,395 | 4.7% | $7.54万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $168.84万 | 0.15% | 8,204 | 414 | 5.3% | $8.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $167.20万 | 0.15% | 6,898 | 1,761 | 34.3% | $42.69万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $164.54万 | 0.15% | 5,664 | 1,137 | 25.1% | $33.03万 | 加仓 |
| NFLX | NETFLIX INC. | $164.38万 | 0.15% | 17,097 | 2,329 | 15.8% | $22.39万 | 加仓 |
| FLOT | ISHARES TR | $163.96万 | 0.15% | 32,180 | -12,696 | -28.3% | -$64.69万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $162.95万 | 0.15% | 28,136 | 1,281 | 4.8% | $7.42万 | 加仓 |
| WFC | WELLS FARGO & CO | $162.57万 | 0.15% | 20,420 | -548 | -2.6% | -$4.36万 | 减仓 |
| APH | AMPHENOL CORP | $162.50万 | 0.15% | 12,862 | 2,211 | 20.8% | $27.93万 | 加仓 |
| PEP | PEPSICO INC | $162.14万 | 0.15% | 10,441 | 1,174 | 12.7% | $18.23万 | 加仓 |
| CAT | CATERPILLAR INC | $160.96万 | 0.14% | 2,272 | 246 | 12.1% | $17.43万 | 加仓 |
| — | ZACKS TRUST | $159.73万 | 0.14% | 59,249 | 13,125 | 28.5% | $35.38万 | 加仓 |
| SBUX | STARBUCKS CORP | $157.29万 | 0.14% | 17,557 | 1,529 | 9.5% | $13.70万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $156.61万 | 0.14% | 16,664 | -185 | -1.1% | -$1.74万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $155.51万 | 0.14% | 8,103 | 2,062 | 34.1% | $39.57万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $153.53万 | 0.14% | 91,549 | 1,878 | 2.1% | $3.15万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $153.47万 | 0.14% | 62,007 | -319 | -0.5% | -$7,895 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $152.69万 | 0.14% | 30,927 | 920 | 3.1% | $4.54万 | 加仓 |
| CMI | CUMMINS INC | $150.35万 | 0.13% | 2,794 | 1,560 | 126.4% | $83.95万 | 加仓 |
| USIG | ISHARES TR | $147.97万 | 0.13% | 28,884 | 629 | 2.2% | $3.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $145.63万 | 0.13% | 37,475 | 2,260 | 6.4% | $8.78万 | 加仓 |
| GEV | GE VERNOVA INC | $145.51万 | 0.13% | 1,667 | 320 | 23.8% | $27.93万 | 加仓 |
| MS | MORGAN STANLEY | $145.10万 | 0.13% | 8,817 | 1,745 | 24.7% | $28.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $144.41万 | 0.13% | 26,718 | 9,145 | 52.0% | $49.43万 | 加仓 |
| PFE | PFIZER INC | $144.15万 | 0.13% | 51,336 | 1,659 | 3.3% | $4.66万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $140.83万 | 0.13% | 39,571 | 8,461 | 27.2% | $30.11万 | 加仓 |
| TQQQ | PROSHARES TR | $140.78万 | 0.13% | 33,777 | -47,321 | -58.4% | -$197.23万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $140.76万 | 0.13% | 17,758 | 8,226 | 86.3% | $65.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $137.75万 | 0.12% | 8,592 | -506 | -5.6% | -$8.11万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $137.50万 | 0.12% | 54,303 | 1,685 | 3.2% | $4.27万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $137.07万 | 0.12% | 2,009 | 8 | 0.4% | $5,458 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $136.59万 | 0.12% | 8,595 | 485 | 6.0% | $7.71万 | 加仓 |
| ORCL | ORACLE CORP | $136.00万 | 0.12% | 9,245 | 1,092 | 13.4% | $16.06万 | 加仓 |
| USMV | ISHARES TR | $134.89万 | 0.12% | 14,545 | 11,975 | 466.0% | $111.06万 | 加仓 |
| LOW | LOWES COS INC | $134.29万 | 0.12% | 5,684 | 155 | 2.8% | $3.66万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $133.13万 | 0.12% | 54,764 | 7,634 | 16.2% | $18.56万 | 加仓 |
| TLH | ISHARES TR | $132.03万 | 0.12% | 13,109 | -4,380 | -25.0% | -$44.12万 | 减仓 |
| TMUS | T-MOBILE US INC | $131.76万 | 0.12% | 6,273 | 4,552 | 264.5% | $95.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $130.71万 | 0.12% | 3,824 | 909 | 31.2% | $31.07万 | 加仓 |
| KO | COCA COLA CO | $129.15万 | 0.12% | 16,983 | 2,173 | 14.7% | $16.53万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $128.38万 | 0.12% | 24,323 | 8,259 | 51.4% | $43.59万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $127.42万 | 0.11% | 31,705 | 2,795 | 9.7% | $11.23万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $127.23万 | 0.11% | 22,447 | 13,370 | 147.3% | $75.78万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $126.67万 | 0.11% | 21,638 | 4,545 | 26.6% | $26.61万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $126.10万 | 0.11% | 31,981 | 1,916 | 6.4% | $7.55万 | 加仓 |
| ITOT | ISHARES TR | $124.66万 | 0.11% | 8,753 | 4,696 | 115.8% | $66.88万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $123.85万 | 0.11% | 40,605 | 3,151 | 8.4% | $9.61万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $123.82万 | 0.11% | 24,769 | 9,067 | 57.7% | $45.33万 | 加仓 |
| MINO | PIMCO ETF TR | $121.04万 | 0.11% | 26,796 | 21,395 | 396.1% | $96.64万 | 加仓 |
| AMGN | AMGEN INC | $119.41万 | 0.11% | 3,394 | 91 | 2.8% | $3.20万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $118.12万 | 0.11% | 25,740 | 175 | 0.7% | $8,031 | 加仓 |
| PGR | PROGRESSIVE CORP | $118.06万 | 0.11% | 5,955 | -188 | -3.1% | -$3.73万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $117.80万 | 0.11% | 7,284 | 1,231 | 20.3% | $19.91万 | 加仓 |
| MOAT | VANECK ETF TRUST | $117.62万 | 0.11% | 12,163 | -3,768 | -23.7% | -$36.44万 | 减仓 |
| UNP | UNION PAC CORP | $117.35万 | 0.11% | 4,837 | 1,443 | 42.5% | $35.01万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $117.26万 | 0.11% | 10,577 | -3,142 | -22.9% | -$34.83万 | 减仓 |
| HYD | VANECK ETF TRUST | $116.52万 | 0.10% | 23,239 | -968 | -4.0% | -$4.85万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $115.49万 | 0.10% | 40,227 | 1,715 | 4.5% | $4.92万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $115.33万 | 0.10% | 7,884 | 1,528 | 24.0% | $22.35万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $115.11万 | 0.10% | 3,407 | 872 | 34.4% | $29.46万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $114.78万 | 0.10% | 4,981 | 1,373 | 38.1% | $31.64万 | 加仓 |
| SHLD | GLOBAL X FDS | $113.93万 | 0.10% | 16,083 | 4,149 | 34.8% | $29.39万 | 加仓 |
| INTC | INTEL CORP | $113.35万 | 0.10% | 25,686 | -8,530 | -24.9% | -$37.64万 | 减仓 |