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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $315.08万 | 0.23% | 19,009 | 2,085 | 12.3% | $34.56万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $312.16万 | 0.23% | 61,717 | 6,575 | 11.9% | $33.26万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $304.29万 | 0.22% | 70,177 | 70,177 | — | $304.29万 | 新建仓 |
| GLW | CORNING INC | $300.25万 | 0.22% | 11,755 | -1,349 | -10.3% | -$34.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $290.49万 | 0.21% | 19,810 | 523 | 2.7% | $7.67万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $289.53万 | 0.21% | 37,896 | -7,763 | -17.0% | -$59.31万 | 减仓 |
| TXN | TEXAS INSTRS INC | $289.01万 | 0.21% | 9,696 | -620 | -6.0% | -$18.48万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $287.37万 | 0.21% | 11,827 | 1,160 | 10.9% | $28.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $280.40万 | 0.20% | 14,718 | -3,178 | -17.8% | -$60.55万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $275.08万 | 0.20% | 6,348 | 2,537 | 66.6% | $109.94万 | 加仓 |
| QUAL | ISHARES TR | $274.60万 | 0.20% | 12,514 | -19,889 | -61.4% | -$436.43万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $274.12万 | 0.20% | 11,134 | 2,930 | 35.7% | $72.14万 | 加仓 |
| BAC | BANK OF AMER CORP | $272.12万 | 0.20% | 47,758 | 4,274 | 9.8% | $24.35万 | 加仓 |
| IXUS | ISHARES TR | $271.02万 | 0.20% | 28,397 | -1,150 | -3.9% | -$10.98万 | 减仓 |
| V | VISA INC | $267.88万 | 0.19% | 7,807 | 551 | 7.6% | $18.91万 | 加仓 |
| LMUB | ISHARES TR | $267.23万 | 0.19% | 52,174 | -24,591 | -32.0% | -$125.95万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $265.86万 | 0.19% | 72,640 | 72,640 | — | $265.86万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $265.67万 | 0.19% | 4,573 | -549 | -10.7% | -$31.89万 | 减仓 |
| CAT | CATERPILLAR INC | $262.71万 | 0.19% | 2,467 | 195 | 8.6% | $20.77万 | 加仓 |
| MRK | MERCK & CO INC | $258.54万 | 0.19% | 20,120 | -534 | -2.6% | -$6.86万 | 减仓 |
| GE | GE AEROSPACE | $254.79万 | 0.18% | 6,818 | 769 | 12.7% | $28.74万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $252.58万 | 0.18% | 7,407 | -1,185 | -13.8% | -$40.41万 | 减仓 |
| KLAC | KLA CORP | $251.17万 | 0.18% | 8,325 | 705 | 9.3% | $21.27万 | 加仓 |
| BUXX | EA SERIES TRUST | $249.84万 | 0.18% | 123,440 | -40,434 | -24.7% | -$81.84万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $249.07万 | 0.18% | 20,052 | 1,589 | 8.6% | $19.74万 | 加仓 |
| GOVT | ISHARES TR | $240.80万 | 0.17% | 105,708 | 13,651 | 14.8% | $31.10万 | 加仓 |
| SO | SOUTHERN CO | $239.80万 | 0.17% | 25,054 | 311 | 1.3% | $2.98万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $237.92万 | 0.17% | 35,206 | -5,459 | -13.4% | -$36.89万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $234.98万 | 0.17% | 59,534 | 6,565 | 12.4% | $25.91万 | 加仓 |
| SMIZ | ZACKS TRUST | $232.97万 | 0.17% | 52,211 | 6,511 | 14.2% | $29.05万 | 加仓 |
| RTX | RTX CORPORATION | $232.12万 | 0.17% | 12,235 | 1,076 | 9.6% | $20.41万 | 加仓 |
| EFA | ISHARES TR | $226.76万 | 0.16% | 21,829 | -10,757 | -33.0% | -$111.74万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $225.91万 | 0.16% | 29,121 | 1,250 | 4.5% | $9.70万 | 加仓 |
| — | ZACKS TRUST | $225.77万 | 0.16% | 77,271 | 18,022 | 30.4% | $52.66万 | 加仓 |
| CMI | CUMMINS INC | $220.48万 | 0.16% | 3,091 | 297 | 10.6% | $21.18万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $219.64万 | 0.16% | 69,111 | -8,171 | -10.6% | -$25.97万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $214.19万 | 0.16% | 13,500 | -1,357 | -9.1% | -$21.53万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $212.56万 | 0.15% | 23,412 | -6,110 | -20.7% | -$55.47万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $212.07万 | 0.15% | 45,694 | -6,095 | -11.8% | -$28.29万 | 减仓 |
| APH | AMPHENOL CORP | $209.63万 | 0.15% | 11,889 | -973 | -7.6% | -$17.16万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $209.32万 | 0.15% | 64,463 | 33,213 | 106.3% | $107.85万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $203.59万 | 0.15% | 33,839 | 1,116 | 3.4% | $6.71万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $201.75万 | 0.15% | 34,207 | 3,138 | 10.1% | $18.51万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $201.23万 | 0.15% | 22,927 | -2,266 | -9.0% | -$19.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $200.99万 | 0.15% | 7,148 | 250 | 3.6% | $7.03万 | 加仓 |
| IEF | ISHARES TR | $200.29万 | 0.15% | 21,179 | 12,696 | 149.7% | $120.07万 | 加仓 |
| XAR | SPDR SERIES TRUST | $198.98万 | 0.14% | 7,012 | -3,142 | -30.9% | -$89.16万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $198.18万 | 0.14% | 101,266 | 9,717 | 10.6% | $19.02万 | 加仓 |
| BLK | BLACKROCK INC | $195.69万 | 0.14% | 2,035 | -2 | -0.1% | -$1,923 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $192.77万 | 0.14% | 9,640 | 1,045 | 12.2% | $20.90万 | 加仓 |
| MS | MORGAN STANLEY | $192.71万 | 0.14% | 9,219 | 402 | 4.6% | $8.40万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $190.38万 | 0.14% | 29,030 | 894 | 3.2% | $5.86万 | 加仓 |
| SBUX | STARBUCKS CORP | $187.97万 | 0.14% | 18,394 | 837 | 4.8% | $8.55万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $187.49万 | 0.14% | 35,821 | 18,353 | 105.1% | $96.06万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $186.53万 | 0.14% | 22,454 | 1,445 | 6.9% | $12.00万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $184.97万 | 0.13% | 30,989 | 4,271 | 16.0% | $25.49万 | 加仓 |
| BCI | ABRDN ETFS | $183.51万 | 0.13% | 82,145 | 82,145 | — | $183.51万 | 新建仓 |
| COWZ | PACER FDS TR | $179.63万 | 0.13% | 28,880 | -22,894 | -44.2% | -$142.40万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $178.57万 | 0.13% | 79,721 | 3,600 | 4.7% | $8.06万 | 加仓 |
| GEV | GE VERNOVA INC | $174.25万 | 0.13% | 1,483 | -184 | -11.0% | -$21.62万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $173.90万 | 0.13% | 42,311 | 2,740 | 6.9% | $11.26万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $170.10万 | 0.12% | 18,436 | 1,772 | 10.6% | $16.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $169.44万 | 0.12% | 7,963 | -140 | -1.7% | -$2.98万 | 减仓 |
| UNP | UNION PAC CORP | $168.29万 | 0.12% | 6,187 | 1,350 | 27.9% | $36.72万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $166.58万 | 0.12% | 60,139 | -1,868 | -3.0% | -$5.17万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $166.09万 | 0.12% | 38,499 | 6,518 | 20.4% | $28.12万 | 加仓 |
| URI | UNITED RENTALS INC | $165.25万 | 0.12% | 1,459 | 40 | 2.8% | $4.53万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $165.13万 | 0.12% | 30,802 | -125 | -0.4% | -$6,701 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $163.87万 | 0.12% | 5,589 | -75 | -1.3% | -$2.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $159.43万 | 0.12% | 35,940 | -1,535 | -4.1% | -$6.81万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $159.33万 | 0.12% | 5,926 | 945 | 19.0% | $25.41万 | 加仓 |
| EME | EMCOR GROUP INC | $157.44万 | 0.11% | 1,897 | 610 | 47.4% | $50.63万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $156.87万 | 0.11% | 56,551 | 1,787 | 3.3% | $4.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $155.13万 | 0.11% | 21,561 | 5,581 | 34.9% | $40.16万 | 加仓 |
| BA | BOEING CO | $154.51万 | 0.11% | 7,138 | 2,043 | 40.1% | $44.22万 | 加仓 |
| COP | CONOCOPHILLIPS | $154.46万 | 0.11% | 14,858 | 1,431 | 10.7% | $14.88万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $152.13万 | 0.11% | 32,232 | 527 | 1.7% | $2.49万 | 加仓 |
| USIG | ISHARES TR | $152.01万 | 0.11% | 29,637 | 753 | 2.6% | $3.86万 | 加仓 |
| WFC | WELLS FARGO & CO | $151.71万 | 0.11% | 18,357 | -2,063 | -10.1% | -$17.05万 | 减仓 |
| TFLO | ISHARES TR | $150.92万 | 0.11% | 29,808 | 18,653 | 167.2% | $94.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $149.88万 | 0.11% | 35,400 | -121 | -0.3% | -$5,123 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $149.31万 | 0.11% | 57,761 | 3,458 | 6.4% | $8.94万 | 加仓 |
| C | CITIGROUP INC | $148.20万 | 0.11% | 10,589 | 1,343 | 14.5% | $18.80万 | 加仓 |
| KO | COCA COLA CO | $147.74万 | 0.11% | 18,179 | 1,196 | 7.0% | $9.72万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $147.56万 | 0.11% | 18,671 | 913 | 5.1% | $7.22万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $145.74万 | 0.11% | 5,919 | 1,093 | 22.6% | $26.91万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $145.41万 | 0.11% | 26,918 | 2,595 | 10.7% | $14.02万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $145.13万 | 0.11% | 41,183 | 578 | 1.4% | $2.04万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $143.09万 | 0.10% | 28,248 | 3,479 | 14.0% | $17.62万 | 加仓 |
| NFLX | NETFLIX INC. | $142.81万 | 0.10% | 20,002 | 2,905 | 17.0% | $20.74万 | 加仓 |
| ORCL | ORACLE CORP | $140.92万 | 0.10% | 9,616 | 371 | 4.0% | $5.44万 | 加仓 |
| GDX | VANECK ETF TRUST | $140.62万 | 0.10% | 18,637 | 6,790 | 57.3% | $51.23万 | 加仓 |
| DTCR | GLOBAL X FDS | $140.48万 | 0.10% | 46,258 | 5,439 | 13.3% | $16.52万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $140.20万 | 0.10% | 7,569 | 285 | 3.9% | $5.28万 | 加仓 |
| MUNI | PIMCO ETF TR | $139.30万 | 0.10% | 26,482 | -6,058 | -18.6% | -$31.87万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $137.98万 | 0.10% | 1,808 | -505 | -21.8% | -$38.54万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $137.92万 | 0.10% | 43,494 | 13,119 | 43.2% | $41.60万 | 加仓 |
| AMGN | AMGEN INC | $136.65万 | 0.10% | 3,774 | 380 | 11.2% | $13.76万 | 加仓 |
| ASML | ASML HLDG NV | $135.89万 | 0.10% | 683 | 72 | 11.8% | $14.33万 | 加仓 |
| LOW | LOWES COS INC | $135.85万 | 0.10% | 6,162 | 478 | 8.4% | $10.54万 | 加仓 |