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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,342.44万 | 2.99% | 104,187 | -2,008 | -1.9% | -$64.42万 | 减仓 |
| IVV | ISHARES TR | $3,007.17万 | 2.69% | 46,037 | 16,891 | 58.0% | $1,103.33万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $2,126.78万 | 1.91% | 424,337 | 424,337 | — | $2,126.78万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $2,020.45万 | 1.81% | 437,991 | -13,976 | -3.1% | -$64.47万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,874.97万 | 1.68% | 440,755 | 382,695 | 659.1% | $1,627.98万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,812.99万 | 1.62% | 246,197 | 25,860 | 11.7% | $190.43万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,666.45万 | 1.49% | 365,049 | -3,278 | -0.9% | -$14.96万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,583.37万 | 1.42% | 41,298 | 19,485 | 89.3% | $747.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,401.35万 | 1.26% | 80,352 | 9,665 | 13.7% | $168.56万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,345.23万 | 1.21% | 231,219 | 72,154 | 45.4% | $419.79万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,287.88万 | 1.15% | 44,845 | -19 | -0.0% | -$5,456 | 减仓 |
| IVW | ISHARES TR | $1,196.97万 | 1.07% | 105,824 | 34,619 | 48.6% | $391.57万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,179.02万 | 1.06% | 316,940 | 316,940 | — | $1,179.02万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,159.83万 | 1.04% | 31,332 | 91 | 0.3% | $3.37万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,157.34万 | 1.04% | 151,207 | 114,757 | 314.8% | $878.35万 | 加仓 |
| IVE | ISHARES TR | $1,135.82万 | 1.02% | 53,792 | 9,848 | 22.4% | $207.94万 | 加仓 |
| IEMG | ISHARES INC | $1,127.11万 | 1.01% | 161,592 | 44,510 | 38.0% | $310.46万 | 加仓 |
| AAPL | APPLE INC | $1,109.64万 | 0.99% | 43,722 | 2,388 | 5.8% | $60.61万 | 加仓 |
| EFV | ISHARES TR | $1,102.01万 | 0.99% | 148,219 | 51,141 | 52.7% | $380.23万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,080.21万 | 0.97% | 236,784 | 231,857 | 4,705.8% | $1,057.73万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,053.62万 | 0.94% | 224,605 | 1,268 | 0.6% | $5.95万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,028.40万 | 0.92% | 112,369 | 90,601 | 416.2% | $829.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,026.56万 | 0.92% | 17,179 | 2,473 | 16.8% | $147.78万 | 加仓 |
| MUB | ISHARES TR | $1,009.54万 | 0.90% | 95,105 | 22,573 | 31.1% | $239.61万 | 加仓 |
| AVGO | BROADCOM INC | $1,003.69万 | 0.90% | 32,428 | 4,402 | 15.7% | $136.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $965.22万 | 0.86% | 16,723 | -2,403 | -12.6% | -$138.70万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $890.59万 | 0.80% | 145,378 | -33,339 | -18.7% | -$204.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $879.92万 | 0.79% | 44,848 | 13,256 | 42.0% | $260.08万 | 加仓 |
| META | META PLATFORMS INC | $795.09万 | 0.71% | 13,897 | 737 | 5.6% | $42.17万 | 加仓 |
| WMT | WALMART INC | $776.49万 | 0.70% | 62,480 | -4,574 | -6.8% | -$56.84万 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $758.64万 | 0.68% | 153,230 | 53,725 | 54.0% | $265.99万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $751.62万 | 0.67% | 174,633 | 174,633 | — | $751.62万 | 新建仓 |
| AMZN | AMAZON COM INC | $717.47万 | 0.64% | 34,449 | -3,513 | -9.3% | -$73.17万 | 减仓 |
| MTUM | ISHARES TR | $703.39万 | 0.63% | 29,309 | 16,461 | 128.1% | $395.05万 | 加仓 |
| EFG | ISHARES TR | $694.01万 | 0.62% | 62,316 | 55,706 | 842.8% | $620.39万 | 加仓 |
| — | EXXON MOBIL CORP | $671.51万 | 0.60% | 39,579 | 14,837 | 60.0% | $251.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $654.30万 | 0.59% | 102,107 | 6,803 | 7.1% | $43.59万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $644.87万 | 0.58% | 204,203 | 204,203 | — | $644.87万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $640.75万 | 0.57% | 369,948 | 87,900 | 31.2% | $152.24万 | 加仓 |
| QUAL | ISHARES TR | $621.52万 | 0.56% | 32,403 | 11,707 | 56.6% | $224.55万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $608.56万 | 0.55% | 168,017 | 70,379 | 72.1% | $254.91万 | 加仓 |
| GOOGL | ALPHABET INC | $597.85万 | 0.54% | 20,790 | 3,051 | 17.2% | $87.74万 | 加仓 |
| USDU | WISDOMTREE TR | $579.55万 | 0.52% | 220,111 | -184,285 | -45.6% | -$485.22万 | 减仓 |
| GOOG | ALPHABET INC | $566.97万 | 0.51% | 19,765 | 842 | 4.4% | $24.15万 | 加仓 |
| GLD | SPDR GOLD TR | $541.91万 | 0.49% | 12,594 | -1,633 | -11.5% | -$70.27万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $540.25万 | 0.48% | 115,585 | 115,585 | — | $540.25万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $529.55万 | 0.47% | 21,664 | 1,734 | 8.7% | $42.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $523.65万 | 0.47% | 17,802 | 2,147 | 13.7% | $63.15万 | 加仓 |
| — | EA SERIES TRUST | $511.53万 | 0.46% | 145,588 | -77,478 | -34.7% | -$272.22万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $504.32万 | 0.45% | 131,095 | 67,614 | 106.5% | $260.11万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $503.00万 | 0.45% | 142,189 | 71,115 | 100.1% | $251.57万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $500.74万 | 0.45% | 137,265 | 70,229 | 104.8% | $256.20万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $495.49万 | 0.44% | 127,664 | 64,261 | 101.4% | $249.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $483.13万 | 0.43% | 10,082 | 36 | 0.4% | $1.73万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $476.92万 | 0.43% | 144,740 | 46,654 | 47.6% | $153.73万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $472.21万 | 0.42% | 55,659 | 5,808 | 11.7% | $49.27万 | 加仓 |
| — | EA SERIES TRUST | $461.67万 | 0.41% | 98,427 | -48,240 | -32.9% | -$226.27万 | 减仓 |
| XTWY | BONDBLOXX ETF TRUST | $446.26万 | 0.40% | 118,718 | -3,009 | -2.5% | -$11.31万 | 减仓 |
| HEFA | ISHARES TR | $430.60万 | 0.39% | 101,330 | 101,330 | — | $430.60万 | 新建仓 |
| MAGS | LISTED FDS TR | $430.45万 | 0.39% | 74,291 | -10,228 | -12.1% | -$59.26万 | 减仓 |
| IJR | ISHARES TR | $420.68万 | 0.38% | 33,841 | 3,306 | 10.8% | $41.10万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $415.27万 | 0.37% | 152,954 | 3,652 | 2.4% | $9.92万 | 加仓 |
| ANGL | VANECK ETF TRUST | $413.32万 | 0.37% | 143,914 | -3,846 | -2.6% | -$11.05万 | 减仓 |
| ZECP | ZACKS TRUST | $398.42万 | 0.36% | 117,770 | 24,136 | 25.8% | $81.65万 | 加仓 |
| MINT | PIMCO ETF TR | $393.04万 | 0.35% | 39,081 | 31,211 | 396.6% | $313.89万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $388.46万 | 0.35% | 133,353 | 5,939 | 4.7% | $17.30万 | 加仓 |
| LMUB | ISHARES TR | $383.29万 | 0.34% | 76,765 | 76,765 | — | $383.29万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $379.44万 | 0.34% | 92,412 | 92,412 | — | $379.44万 | 新建仓 |
| IAU | ISHARES GOLD TR | $375.01万 | 0.34% | 42,538 | -33,407 | -44.0% | -$294.52万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $374.26万 | 0.34% | 22,636 | 1,315 | 6.2% | $21.74万 | 加仓 |
| IJH | ISHARES TR | $368.55万 | 0.33% | 54,575 | 10,403 | 23.6% | $70.25万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $361.05万 | 0.32% | 93,974 | 14,857 | 18.8% | $57.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $359.96万 | 0.32% | 102,727 | -5,601 | -5.2% | -$19.63万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $355.27万 | 0.32% | 80,813 | -10,878 | -11.9% | -$47.82万 | 减仓 |
| CVX | CHEVRON CORPORATION | $350.15万 | 0.31% | 16,924 | 3,145 | 22.8% | $65.07万 | 加仓 |
| CSCO | CISCO SYS INC | $346.78万 | 0.31% | 44,694 | 3,594 | 8.7% | $27.89万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $343.13万 | 0.31% | 45,659 | -1,108 | -2.4% | -$8.33万 | 减仓 |
| LLY | ELI LILLY & CO | $340.22万 | 0.30% | 3,699 | -290 | -7.3% | -$26.67万 | 减仓 |
| BUXX | EA SERIES TRUST | $331.76万 | 0.30% | 163,874 | -63,216 | -27.8% | -$127.98万 | 减仓 |
| COWZ | PACER FDS TR | $323.90万 | 0.29% | 51,774 | 46,821 | 945.3% | $292.91万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $319.56万 | 0.29% | 63,455 | 63,455 | — | $319.56万 | 新建仓 |
| EFA | ISHARES TR | $316.51万 | 0.28% | 32,586 | -9 | -0.0% | -$874 | 减仓 |
| SPYV | SPDR SERIES TRUST | $315.63万 | 0.28% | 55,786 | 16,050 | 40.4% | $90.81万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $315.20万 | 0.28% | 118,452 | -4,307 | -3.5% | -$11.46万 | 减仓 |
| IUSB | ISHARES TR | $312.23万 | 0.28% | 67,596 | 2,918 | 4.5% | $13.48万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $309.77万 | 0.28% | 38,443 | 10,566 | 37.9% | $85.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $302.93万 | 0.27% | 4,658 | 26 | 0.6% | $1.69万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $299.96万 | 0.27% | 99,490 | 70,788 | 246.6% | $213.42万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $298.00万 | 0.27% | 8,818 | 1,065 | 13.7% | $35.99万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $291.35万 | 0.26% | 52,742 | 44,544 | 543.4% | $246.06万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $289.36万 | 0.26% | 90,566 | 90,566 | — | $289.36万 | 新建仓 |
| ABBV | ABBVIE INC | $282.87万 | 0.25% | 13,006 | 1,784 | 15.9% | $38.80万 | 加仓 |
| AGG | ISHARES TR | $281.89万 | 0.25% | 28,397 | 3,839 | 15.6% | $38.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $278.57万 | 0.25% | 19,287 | 2,113 | 12.3% | $30.52万 | 加仓 |
| PHYL | PGIM ETF TR | $278.07万 | 0.25% | 80,299 | 80,299 | — | $278.07万 | 新建仓 |
| IWY | ISHARES TR | $277.71万 | 0.25% | 11,160 | 1,102 | 11.0% | $27.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $275.10万 | 0.25% | 55,142 | -8,378 | -13.2% | -$41.80万 | 减仓 |
| TSLA | TESLA INC | $268.62万 | 0.24% | 7,226 | 948 | 15.1% | $35.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $262.05万 | 0.23% | 2,630 | 1,831 | 229.2% | $182.44万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $261.27万 | 0.23% | 51,631 | 51,631 | — | $261.27万 | 新建仓 |