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 |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO EXCHANGE TRADED FD T | $31.00万 | 0.02% | 1,822 | 101 | 5.9% | $1.72万 | 加仓 |
| MCO | MOODYS CORP | $30.75万 | 0.02% | 679 | 16 | 2.4% | $7,245 | 加仓 |
| EVRG | EVERGY INC | $30.72万 | 0.02% | 3,554 | -2,234 | -38.6% | -$19.31万 | 减仓 |
| UL | UNILEVER PLC | $30.71万 | 0.02% | 5,108 | 710 | 16.1% | $4.27万 | 加仓 |
| — | ETF SER SOLUTIONS | $30.42万 | 0.02% | 10,473 | 250 | 2.4% | $7,263 | 加仓 |
| NKE | NIKE INC | $30.40万 | 0.02% | 7,406 | 1,732 | 30.5% | $7.11万 | 加仓 |
| EZU | ISHARES INC | $30.29万 | 0.02% | 4,358 | 4,358 | — | $30.29万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $30.28万 | 0.02% | 12,773 | 60 | 0.5% | $1,423 | 加仓 |
| NICE | NICE LTD | $30.28万 | 0.02% | 3,333 | 451 | 15.6% | $4.10万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $30.23万 | 0.02% | 1,040 | -124 | -10.7% | -$3.60万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $30.21万 | 0.02% | 5,638 | 823 | 17.1% | $4.41万 | 加仓 |
| CAOS | EA SERIES TRUST | $30.01万 | 0.02% | 3,321 | 3,321 | — | $30.01万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $29.98万 | 0.02% | 1,732 | 1,732 | — | $29.98万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $29.91万 | 0.02% | 1,831 | 1,831 | — | $29.91万 | 新建仓 |
| GRMN | GARMIN LTD | $29.85万 | 0.02% | 1,257 | 156 | 14.2% | $3.71万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $29.62万 | 0.02% | 860 | 216 | 33.5% | $7.44万 | 加仓 |
| SLVP | ISHARES INC | $29.56万 | 0.02% | 9,588 | 9,588 | — | $29.56万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $29.54万 | 0.02% | 1,915 | -58 | -2.9% | -$8,947 | 减仓 |
| BTAL | AGF INVTS TR | $29.38万 | 0.02% | 26,347 | -8,570 | -24.5% | -$9.56万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $29.23万 | 0.02% | 3,815 | -27 | -0.7% | -$2,069 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $29.07万 | 0.02% | 6,755 | 6,755 | — | $29.07万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $28.97万 | 0.02% | 7,506 | 2,148 | 40.1% | $8.29万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $28.90万 | 0.02% | 8,515 | 8,515 | — | $28.90万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $28.84万 | 0.02% | 1,999 | 1,999 | — | $28.84万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $28.62万 | 0.02% | 3,121 | -582 | -15.7% | -$5.34万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $28.50万 | 0.02% | 5,072 | 5,072 | — | $28.50万 | 新建仓 |
| UITB | VICTORY PORTFOLIOS II | $28.48万 | 0.02% | 6,080 | 6,080 | — | $28.48万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $28.43万 | 0.02% | 24,505 | 24,505 | — | $28.43万 | 新建仓 |
| VALE | VALE S A | $28.32万 | 0.02% | 18,832 | 21 | 0.1% | $316 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $28.25万 | 0.02% | 1,810 | 1,810 | — | $28.25万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $28.15万 | 0.02% | 2,648 | -857 | -24.5% | -$9.11万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $28.08万 | 0.02% | 830 | 830 | — | $28.08万 | 新建仓 |
| ALL | ALLSTATE CORP | $28.04万 | 0.02% | 1,179 | -1,068 | -47.5% | -$25.40万 | 减仓 |
| TTC | TORO CO | $28.04万 | 0.02% | 2,878 | 389 | 15.6% | $3.79万 | 加仓 |
| DDOG | DATADOG INC | $27.91万 | 0.02% | 1,072 | 1,072 | — | $27.91万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $27.83万 | 0.02% | 9,457 | -3,872 | -29.0% | -$11.39万 | 减仓 |
| HAS | HASBRO INC | $27.68万 | 0.02% | 3,352 | 294 | 9.6% | $2.43万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $27.67万 | 0.02% | 14,218 | -2,187 | -13.3% | -$4.26万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $27.48万 | 0.02% | 3,746 | 170 | 4.8% | $1.25万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $27.47万 | 0.02% | 10,959 | 10,959 | — | $27.47万 | 新建仓 |
| IEUR | ISHARES TR | $27.43万 | 0.02% | 3,649 | -1,933 | -34.6% | -$14.53万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $27.43万 | 0.02% | 6,499 | -93 | -1.4% | -$3,925 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.41万 | 0.02% | 7,875 | -68 | -0.9% | -$2,367 | 减仓 |
| VOE | VANGUARD INDEX FDS | $27.41万 | 0.02% | 1,387 | -63 | -4.3% | -$1.24万 | 减仓 |
| — | THEMES ETF TR | $27.38万 | 0.02% | 3,548 | 557 | 18.6% | $4.30万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $27.34万 | 0.02% | 4,347 | -537 | -11.0% | -$3.38万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $27.34万 | 0.02% | 10,255 | -1,866 | -15.4% | -$4.97万 | 减仓 |
| DAC | DANAOS CORPORATION | $27.07万 | 0.02% | 2,212 | 2,212 | — | $27.07万 | 新建仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $26.98万 | 0.02% | 13,452 | -1,270 | -8.6% | -$2.55万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $26.96万 | 0.02% | 4,501 | 4,501 | — | $26.96万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $26.93万 | 0.02% | 10,382 | -3,616 | -25.8% | -$9.38万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $26.89万 | 0.02% | 5,325 | 98 | 1.9% | $4,948 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.74万 | 0.02% | 380 | 65 | 20.6% | $4.57万 | 加仓 |
| — | THEMES ETF TR | $26.63万 | 0.02% | 6,559 | -217 | -3.2% | -$8,810 | 减仓 |
| IEV | ISHARES TR | $26.46万 | 0.02% | 3,632 | 3,632 | — | $26.46万 | 新建仓 |
| — | THEMES ETF TR | $26.39万 | 0.02% | 5,196 | 216 | 4.3% | $1.10万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $26.37万 | 0.02% | 6,554 | -236 | -3.5% | -$9,494 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $26.26万 | 0.02% | 23,548 | 4,215 | 21.8% | $4.70万 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $26.17万 | 0.02% | 19,315 | 19,315 | — | $26.17万 | 新建仓 |
| CI | THE CIGNA GROUP | $26.14万 | 0.02% | 948 | 175 | 22.6% | $4.83万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $26.12万 | 0.02% | 2,696 | -358 | -11.7% | -$3.47万 | 减仓 |
| — | THEMES ETF TR | $26.08万 | 0.02% | 6,747 | -342 | -4.8% | -$1.32万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $26.07万 | 0.02% | 5,506 | -111 | -2.0% | -$5,256 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $26.04万 | 0.02% | 4,763 | 4,763 | — | $26.04万 | 新建仓 |
| DTH | WISDOMTREE TR | $25.76万 | 0.02% | 4,761 | 4,761 | — | $25.76万 | 新建仓 |
| USXF | ISHARES TR | $25.70万 | 0.02% | 3,701 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $25.63万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $25.63万 | 0.02% | 6,007 | -190 | -3.1% | -$8,105 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $25.62万 | 0.02% | 44,324 | -571 | -1.3% | -$3,300 | 减仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $25.59万 | 0.02% | 23,502 | 444 | 1.9% | $4,835 | 加仓 |
| PHM | PULTE GROUP INC | $25.51万 | 0.02% | 1,859 | 1,859 | — | $25.51万 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $25.34万 | 0.02% | 15,254 | -208 | -1.3% | -$3,455 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $25.27万 | 0.02% | 10,943 | 90 | 0.8% | $2,078 | 加仓 |
| MCK | MCKESSON CORP | $25.20万 | 0.02% | 334 | -294 | -46.8% | -$22.19万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $25.18万 | 0.02% | 5,087 | 398 | 8.5% | $1.97万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $25.11万 | 0.02% | 5,144 | 326 | 6.8% | $1.59万 | 加仓 |
| PIT | VANECK ETF TRUST | $25.10万 | 0.02% | 3,802 | 3,802 | — | $25.10万 | 新建仓 |
| AMCR | AMCOR PLC | $25.05万 | 0.02% | 5,779 | 5,779 | — | $25.05万 | 新建仓 |
| EMB | ISHARES TR | $25.05万 | 0.02% | 2,597 | 367 | 16.5% | $3.54万 | 重新持有 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $25.01万 | 0.02% | 4,953 | 103 | 2.1% | $5,201 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $24.81万 | 0.02% | 4,860 | -77 | -1.6% | -$3,931 | 减仓 |
| HON | HONEYWELL INTL INC | $24.76万 | 0.02% | 1,101 | -528 | -32.4% | -$11.87万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $24.72万 | 0.02% | 2,516 | 2,516 | — | $24.72万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $24.71万 | 0.02% | 11,085 | 79 | 0.7% | $1,761 | 加仓 |
| IREN | IREN LIMITED | $24.65万 | 0.02% | 5,390 | 5,390 | — | $24.65万 | 新建仓 |
| TS | TENARIS S A | $24.43万 | 0.02% | 4,403 | 390 | 9.7% | $2.16万 | 加仓 |
| IGV | ISHARES TR | $24.17万 | 0.02% | 2,668 | 2,668 | — | $24.17万 | 新建仓 |
| SGOL | ETFS GOLD TR | $24.12万 | 0.02% | 6,310 | 1,700 | 36.9% | $6.50万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $23.90万 | 0.02% | 4,076 | 4,076 | — | $23.90万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $23.88万 | 0.02% | 5,225 | 58 | 1.1% | $2,651 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $23.85万 | 0.02% | 2,939 | 148 | 5.3% | $1.20万 | 加仓 |
| PSX | PHILLIPS 66 | $23.69万 | 0.02% | 1,402 | 167 | 13.5% | $2.82万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $23.60万 | 0.02% | 1,614 | -101 | -5.9% | -$1.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.40万 | 0.02% | 3,347 | 140 | 4.4% | $9,786 | 加仓 |
| VLO | VALERO ENERGY CORP | $23.30万 | 0.02% | 895 | 895 | — | $23.30万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $23.21万 | 0.02% | 5,273 | -117 | -2.2% | -$5,151 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $23.20万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $23.00万 | 0.02% | 2,000 | 2,000 | — | $23.00万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $22.83万 | 0.02% | 4,553 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.79万 | 0.02% | 20,967 | -3,140 | -13.0% | -$3.41万 | 减仓 |