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 |
|---|---|---|---|---|---|---|---|---|
| ASH | ASHLAND INC | $24.72万 | 0.02% | 4,446 | 4,446 | — | $24.72万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $24.59万 | 0.02% | 11,006 | 11,006 | — | $24.59万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $24.41万 | 0.02% | 7,349 | -9,872 | -57.3% | -$32.80万 | 减仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $24.39万 | 0.02% | 23,058 | 290 | 1.3% | $3,068 | 加仓 |
| AMP | AMERIPRISE FINL INC | $24.29万 | 0.02% | 547 | -89 | -14.0% | -$3.95万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.23万 | 0.02% | 7,943 | 2 | 0.0% | $61 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $24.22万 | 0.02% | 2,111 | -111 | -5.0% | -$1.27万 | 减仓 |
| GCOW | PACER FDS TR | $24.19万 | 0.02% | 5,231 | 5,231 | — | $24.19万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $24.14万 | 0.02% | 5,358 | 5,358 | — | $24.14万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $24.08万 | 0.02% | 6,182 | 6,182 | — | $24.08万 | 新建仓 |
| — | CRAWFORD & CO | $24.08万 | 0.02% | 23,749 | 1,221 | 5.4% | $1.24万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $24.07万 | 0.02% | 3,533 | -10 | -0.3% | -$681 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $24.01万 | 0.02% | 11,415 | -2,793 | -19.7% | -$5.88万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $23.79万 | 0.02% | 819 | -24 | -2.8% | -$6,971 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $23.63万 | 0.02% | 4,850 | 4,850 | — | $23.63万 | 新建仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $23.55万 | 0.02% | 10,853 | 10,853 | — | $23.55万 | 新建仓 |
| TS | TENARIS S A | $23.35万 | 0.02% | 4,013 | 4,013 | — | $23.35万 | 新建仓 |
| TTC | TORO CO | $23.26万 | 0.02% | 2,489 | 2,489 | — | $23.26万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $23.17万 | 0.02% | 5,167 | 5,167 | — | $23.17万 | 新建仓 |
| — | THEMES ETF TR | $22.90万 | 0.02% | 4,980 | 4,980 | — | $22.90万 | 新建仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $22.83万 | 0.02% | 2,163 | 34 | 1.6% | $3,589 | 加仓 |
| — | THEMES ETF TR | $22.80万 | 0.02% | 7,089 | 7,089 | — | $22.80万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.59万 | 0.02% | 2,791 | 219 | 8.5% | $1.77万 | 加仓 |
| PSX | PHILLIPS 66 | $22.50万 | 0.02% | 1,235 | 1,235 | — | $22.50万 | 新建仓 |
| SUSC | ISHARES TR | $22.46万 | 0.02% | 9,706 | -121 | -1.2% | -$2,800 | 减仓 |
| EMR | EMERSON ELEC CO | $22.34万 | 0.02% | 1,705 | 149 | 9.6% | $1.95万 | 加仓 |
| ALLE | ALLEGION PLC | $22.20万 | 0.02% | 1,528 | -1,275 | -45.5% | -$18.53万 | 减仓 |
| STIP | ISHARES TR | $22.19万 | 0.02% | 2,146 | -1,381 | -39.2% | -$14.28万 | 减仓 |
| COCO | VITA COCO CO INC | $22.16万 | 0.02% | 4,625 | 4,625 | — | $22.16万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $22.15万 | 0.02% | 4,818 | -340 | -6.6% | -$1.56万 | 减仓 |
| MLN | VANECK ETF TRUST | $22.12万 | 0.02% | 12,683 | 2,579 | 25.5% | $4.50万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $22.04万 | 0.02% | 2,132 | 2,132 | — | $22.04万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $22.00万 | 0.02% | 5,390 | -284 | -5.0% | -$1.16万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $21.85万 | 0.02% | 4,373 | -389 | -8.2% | -$1.94万 | 减仓 |
| DSI | ISHARES TR | $21.81万 | 0.02% | 1,800 | 1,800 | — | $21.81万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $21.79万 | 0.02% | 19,333 | 19,333 | — | $21.79万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $21.72万 | 0.02% | 1,025 | 1,025 | — | $21.72万 | 新建仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $21.66万 | 0.02% | 1,968 | 1,968 | — | $21.66万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $21.63万 | 0.02% | 4,689 | -390 | -7.7% | -$1.80万 | 减仓 |
| FDX | FEDEX CORP | $21.45万 | 0.02% | 602 | 602 | — | $21.45万 | 新建仓 |
| ADBE | ADOBE INC | $21.44万 | 0.02% | 882 | 294 | 50.0% | $7.15万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $21.28万 | 0.02% | 4,553 | -228 | -4.8% | -$1.07万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $21.23万 | 0.02% | 4,235 | 4,235 | — | $21.23万 | 新建仓 |
| DCI | DONALDSON INC | $21.14万 | 0.02% | 2,491 | -180 | -6.7% | -$1.53万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $21.08万 | 0.02% | 50 | 50 | — | $21.08万 | 新建仓 |
| YUM | YUM BRANDS INC | $20.97万 | 0.02% | 1,349 | 1,349 | — | $20.97万 | 新建仓 |
| INCY | INCYTE CORP | $20.95万 | 0.02% | 2,226 | 2,226 | — | $20.95万 | 新建仓 |
| BIIB | BIOGEN INC | $20.70万 | 0.02% | 1,129 | -83 | -6.8% | -$1.52万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $20.64万 | 0.02% | 644 | 644 | — | $20.64万 | 新建仓 |
| CI | THE CIGNA GROUP | $20.63万 | 0.02% | 773 | 773 | — | $20.63万 | 新建仓 |
| SGOL | ETFS GOLD TR | $20.57万 | 0.02% | 4,610 | 4,610 | — | $20.57万 | 新建仓 |
| DTE | DTE ENERGY CO | $20.56万 | 0.02% | 1,406 | 1,406 | — | $20.56万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $20.46万 | 0.02% | 4,515 | 53 | 1.2% | $2,401 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $20.43万 | 0.02% | 7,511 | 7,511 | — | $20.43万 | 新建仓 |
| USXF | ISHARES TR | $20.43万 | 0.02% | 3,701 | 3,701 | — | $20.43万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.41万 | 0.02% | 421 | 421 | — | $20.41万 | 新建仓 |
| IR | INGERSOLL RAND INC | $20.36万 | 0.02% | 2,541 | 2,541 | — | $20.36万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.27万 | 0.02% | 3,231 | 3,231 | — | $20.27万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $20.19万 | 0.02% | 1,784 | 1,784 | — | $20.19万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.14万 | 0.02% | 3,576 | 3,576 | — | $20.14万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $20.13万 | 0.02% | 700 | 700 | — | $20.13万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $20.13万 | 0.02% | 4,131 | 4,131 | — | $20.13万 | 新建仓 |
| INTU | INTUIT | $20.12万 | 0.02% | 465 | 160 | 52.5% | $6.92万 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $20.10万 | 0.02% | 4,160 | 4,160 | — | $20.10万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $20.10万 | 0.02% | 3,092 | 3,092 | — | $20.10万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.03万 | 0.02% | 3,207 | 3,207 | — | $20.03万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $19.81万 | 0.02% | 713 | -747 | -51.2% | -$20.76万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $19.71万 | 0.02% | 11,354 | -2,655 | -19.0% | -$4.61万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $19.43万 | 0.02% | 315 | 315 | — | $19.43万 | 新建仓 |
| BBDC | BARINGS BDC INC | $18.98万 | 0.02% | 23,066 | 6,237 | 37.1% | $5.13万 | 加仓 |
| NMFC | NEW MTN FIN CORP | $17.64万 | 0.02% | 22,730 | 6,650 | 41.4% | $5.16万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $12.63万 | 0.01% | 18,378 | 277 | 1.5% | $1,903 | 加仓 |
| SMR | NUSCALE PWR CORP | $12.57万 | 0.01% | 11,598 | 11,598 | — | $12.57万 | 新建仓 |
| BITO | PROSHARES TR | $11.18万 | 0.01% | 12,007 | -2,316 | -16.2% | -$2.16万 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $4.27万 | 0.00% | 4,450 | 4,450 | — | $4.27万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -30,660 | -100.0% | -$349.09万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -70,082 | -100.0% | -$199.80万 | 清仓 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | -9,618 | -100.0% | -$132.37万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,242 | -100.0% | -$77.98万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -4,402 | -100.0% | -$55.38万 | 清仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,349 | -100.0% | -$55.29万 | 清仓 |
| WT | WISDOMTREE INC | $0 | 0.00% | 0 | -44,937 | -100.0% | -$54.78万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -6,751 | -100.0% | -$49.33万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -13,398 | -100.0% | -$47.18万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -15,239 | -100.0% | -$46.94万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -6,937 | -100.0% | -$46.10万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,798 | -100.0% | -$40.94万 | 清仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -514 | -100.0% | -$39.42万 | 清仓 |
| SDIV | GLOBAL X FDS | $0 | 0.00% | 0 | -16,381 | -100.0% | -$39.36万 | 清仓 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -3,492 | -100.0% | -$34.99万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -2,138 | -100.0% | -$34.63万 | 清仓 |
| REM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -2,111 | -100.0% | -$33.62万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACAD | ACADIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,612 | -100.0% | -$31.02万 | 清仓 |
| DOL | WISDOMTREE TR | $0 | 0.00% | 0 | -4,675 | -100.0% | -$30.78万 | 清仓 |