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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,191.00万 | 3.04% | 55,963 | 9,926 | 21.6% | $743.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,282.48万 | 2.38% | 88,706 | -15,481 | -14.9% | -$572.86万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $3,268.87万 | 2.37% | 526,304 | 101,967 | 24.0% | $633.32万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,613.21万 | 1.90% | 530,279 | 89,524 | 20.3% | $441.17万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,301.31万 | 1.67% | 313,487 | 67,290 | 27.3% | $493.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,153.40万 | 1.56% | 29,242 | 12,519 | 74.9% | $921.91万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,852.81万 | 1.34% | 367,693 | 2,644 | 0.7% | $13.32万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,833.90万 | 1.33% | 170,089 | 57,720 | 51.4% | $622.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,819.82万 | 1.32% | 90,951 | 10,599 | 13.2% | $212.07万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,639.51万 | 1.19% | 408,549 | 91,609 | 28.9% | $367.63万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,594.62万 | 1.16% | 181,454 | 30,247 | 20.0% | $265.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,586.59万 | 1.15% | 196,920 | 17,540 | 9.8% | $141.32万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,566.28万 | 1.14% | 344,314 | 107,530 | 45.4% | $489.15万 | 加仓 |
| MTUM | ISHARES TR | $1,502.68万 | 1.09% | 43,832 | 14,523 | 49.6% | $497.89万 | 加仓 |
| USDU | WISDOMTREE TR | $1,480.58万 | 1.07% | 553,489 | 333,378 | 151.5% | $891.79万 | 加仓 |
| AAPL | APPLE INC | $1,446.76万 | 1.05% | 49,998 | 6,276 | 14.4% | $181.60万 | 加仓 |
| AVGO | BROADCOM INC | $1,372.45万 | 1.00% | 36,332 | 3,904 | 12.0% | $147.48万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,363.23万 | 0.99% | 20,784 | -20,514 | -49.7% | -$1,345.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,322.05万 | 0.96% | 35,442 | 4,110 | 13.1% | $153.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,302.01万 | 0.94% | 18,957 | 1,778 | 10.3% | $122.12万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,239.58万 | 0.90% | 239,394 | 14,789 | 6.6% | $76.58万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,232.45万 | 0.89% | 181,216 | -50,003 | -21.6% | -$340.07万 | 减仓 |
| IVW | ISHARES TR | $1,142.72万 | 0.83% | 83,089 | -22,735 | -21.5% | -$312.67万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,057.08万 | 0.77% | 48,506 | 3,658 | 8.2% | $79.72万 | 加仓 |
| AMZN | AMAZON COM INC | $1,008.56万 | 0.73% | 42,316 | 7,867 | 22.8% | $187.50万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $946.80万 | 0.69% | 221,059 | 46,426 | 26.6% | $198.84万 | 加仓 |
| USMV | ISHARES TR | $920.82万 | 0.67% | 95,461 | 80,916 | 556.3% | $780.52万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $920.73万 | 0.67% | 253,436 | 49,233 | 24.1% | $178.86万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $897.91万 | 0.65% | 126,023 | 23,916 | 23.4% | $170.40万 | 加仓 |
| META | META PLATFORMS INC | $878.38万 | 0.64% | 15,593 | 1,696 | 12.2% | $95.54万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $850.36万 | 0.62% | 208,320 | 80,656 | 63.2% | $329.24万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $849.44万 | 0.62% | 219,635 | 82,370 | 60.0% | $318.57万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $847.90万 | 0.62% | 207,260 | 76,165 | 58.1% | $311.59万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $838.98万 | 0.61% | 225,897 | 83,708 | 58.9% | $310.89万 | 加仓 |
| IEMG | ISHARES INC | $837.66万 | 0.61% | 101,118 | -60,474 | -37.4% | -$500.97万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $835.97万 | 0.61% | 211,478 | -226,513 | -51.7% | -$895.41万 | 减仓 |
| MUB | ISHARES TR | $805.55万 | 0.58% | 74,851 | -20,254 | -21.3% | -$217.97万 | 减仓 |
| IVE | ISHARES TR | $796.06万 | 0.58% | 35,059 | -18,733 | -34.8% | -$425.36万 | 减仓 |
| GOOGL | ALPHABET INC | $768.04万 | 0.56% | 21,491 | 701 | 3.4% | $25.05万 | 加仓 |
| GOOG | ALPHABET INC | $757.06万 | 0.55% | 21,427 | 1,662 | 8.4% | $58.72万 | 加仓 |
| BIL | SPDR SERIES TRUST | $753.24万 | 0.55% | 82,196 | 62,804 | 323.9% | $575.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $736.78万 | 0.53% | 9,866 | 5,208 | 111.8% | $388.93万 | 加仓 |
| GLD | SPDR GOLD TR | $724.31万 | 0.53% | 19,662 | 7,068 | 56.1% | $260.37万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $692.85万 | 0.50% | 436,306 | 66,358 | 17.9% | $105.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $680.67万 | 0.49% | 20,794 | 2,992 | 16.8% | $97.94万 | 加仓 |
| WMT | WALMART INC | $662.58万 | 0.48% | 58,500 | -3,980 | -6.4% | -$45.08万 | 减仓 |
| SOXX | ISHARES TR | $641.27万 | 0.47% | 10,008 | 10,008 | — | $641.27万 | 新建仓 |
| HYG | ISHARES TR | $627.71万 | 0.46% | 78,493 | 48,056 | 157.9% | $384.30万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $618.24万 | 0.45% | 69,309 | 13,650 | 24.5% | $121.76万 | 加仓 |
| EFV | ISHARES TR | $615.64万 | 0.45% | 80,424 | -67,795 | -45.7% | -$518.97万 | 减仓 |
| EFG | ISHARES TR | $611.82万 | 0.44% | 49,174 | -13,142 | -21.1% | -$163.51万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $599.39万 | 0.43% | 112,857 | -32,521 | -22.4% | -$172.72万 | 减仓 |
| LLY | ELI LILLY & CO | $591.08万 | 0.43% | 4,928 | 1,229 | 33.2% | $147.41万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $584.42万 | 0.42% | 91,530 | -24,055 | -20.8% | -$153.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $566.94万 | 0.41% | 11,330 | 1,248 | 12.4% | $62.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $551.92万 | 0.40% | 21,732 | 68 | 0.3% | $1.73万 | 加仓 |
| PHYL | PGIM ETF TR | $530.14万 | 0.38% | 151,989 | 71,690 | 89.3% | $250.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $527.43万 | 0.38% | 4,570 | 1,163 | 34.1% | $134.22万 | 加仓 |
| IJH | ISHARES TR | $521.81万 | 0.38% | 67,671 | 13,096 | 24.0% | $100.98万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $516.13万 | 0.37% | 97,900 | -46,840 | -32.4% | -$246.94万 | 减仓 |
| IJR | ISHARES TR | $510.91万 | 0.37% | 34,448 | 607 | 1.8% | $9.00万 | 加仓 |
| — | EXXON MOBIL CORP | $508.62万 | 0.37% | 37,201 | -2,378 | -6.0% | -$32.51万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $504.70万 | 0.37% | 10,569 | 1,751 | 19.9% | $83.62万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $499.21万 | 0.36% | 51,737 | 13,294 | 34.6% | $128.27万 | 加仓 |
| ZECP | ZACKS TRUST | $496.20万 | 0.36% | 131,478 | 13,708 | 11.6% | $51.73万 | 加仓 |
| CSCO | CISCO SYS INC | $471.06万 | 0.34% | 40,105 | -4,589 | -10.3% | -$53.90万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $461.09万 | 0.33% | 106,956 | -61,061 | -36.3% | -$263.23万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $457.26万 | 0.33% | 135,124 | 1,771 | 1.3% | $5.99万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $456.56万 | 0.33% | 28,263 | 5,554 | 24.5% | $89.72万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $454.04万 | 0.33% | 10,924 | 2,175 | 24.9% | $90.40万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $451.70万 | 0.33% | 72,122 | 72,122 | — | $451.70万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $450.19万 | 0.33% | 163,883 | 10,929 | 7.1% | $30.02万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $446.99万 | 0.32% | 91,166 | -62,064 | -40.5% | -$304.30万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $439.97万 | 0.32% | 115,144 | 24,578 | 27.1% | $93.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $439.74万 | 0.32% | 6,082 | 2,258 | 59.0% | $163.26万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $437.15万 | 0.32% | 24,164 | 1,528 | 6.8% | $27.64万 | 加仓 |
| TQQQ | PROSHARES TR | $431.66万 | 0.31% | 53,291 | 19,514 | 57.8% | $158.06万 | 加仓 |
| ANGL | VANECK ETF TRUST | $430.97万 | 0.31% | 147,391 | 3,477 | 2.4% | $10.17万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $427.84万 | 0.31% | 84,872 | 21,417 | 33.8% | $107.96万 | 加仓 |
| PFF | ISHARES TR | $415.20万 | 0.30% | 136,177 | 110,807 | 436.8% | $337.85万 | 加仓 |
| IUSB | ISHARES TR | $410.43万 | 0.30% | 88,935 | 21,339 | 31.6% | $98.48万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $398.78万 | 0.29% | 77,577 | 25,946 | 50.3% | $133.37万 | 加仓 |
| ABBV | ABBVIE INC | $394.90万 | 0.29% | 15,694 | 2,688 | 20.7% | $67.64万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $394.19万 | 0.29% | 78,260 | -14,152 | -15.3% | -$71.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $391.50万 | 0.28% | 100,929 | -1,798 | -1.8% | -$6.97万 | 减仓 |
| — | EA SERIES TRUST | $386.86万 | 0.28% | 102,047 | -43,541 | -29.9% | -$165.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $385.06万 | 0.28% | 50,994 | 8,456 | 19.9% | $63.85万 | 加仓 |
| — | EA SERIES TRUST | $382.01万 | 0.28% | 69,129 | -29,298 | -29.8% | -$161.90万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $380.68万 | 0.28% | 85,585 | -8,389 | -8.9% | -$37.31万 | 减仓 |
| HD | HOME DEPOT INC | $372.66万 | 0.27% | 10,566 | 2,697 | 34.3% | $95.12万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $369.47万 | 0.27% | 120,703 | 21,213 | 21.3% | $64.93万 | 加仓 |
| MAGS | LISTED FDS TR | $358.01万 | 0.26% | 55,677 | -18,614 | -25.1% | -$119.69万 | 减仓 |
| IWY | ISHARES TR | $353.48万 | 0.26% | 12,163 | 1,003 | 9.0% | $29.15万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $341.92万 | 0.25% | 129,025 | 10,573 | 8.9% | $28.02万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $340.98万 | 0.25% | 71,876 | -8,937 | -11.1% | -$42.40万 | 减仓 |
| INTC | INTEL CORP | $330.72万 | 0.24% | 23,686 | -2,000 | -7.8% | -$27.93万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $324.79万 | 0.24% | 53,871 | 1,129 | 2.1% | $6.81万 | 加仓 |
| AGG | ISHARES TR | $322.83万 | 0.23% | 32,615 | 4,218 | 14.9% | $41.75万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $322.28万 | 0.23% | 53,016 | -2,770 | -5.0% | -$16.84万 | 减仓 |
| TSLA | TESLA INC | $316.65万 | 0.23% | 7,529 | 303 | 4.2% | $12.74万 | 加仓 |