Lynx Investment Advisory
WASHINGTON, DC DC · SEC CIK 0002028812
$3.05亿2026Q2 申报市值
230持仓数
26.0%前十大占比 · 第一大 4.2%
50 / 4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
VEA 加仓+$474.63万
VSS 加仓+$413.58万
VCIT 加仓+$385.67万
VTI 加仓+$377.43万
VT 加仓+$357.30万
2026Q2 卖出最多 按季末市值估算
AKRE 减仓-$229.39万
IJH 减仓-$194.09万
JANUS HENDERSON 清仓-$89.59万
SPHD 减仓-$85.06万
NOBL 减仓-$73.99万
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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,269.10万 | 4.16% | 140,854 | -4,604 | -3.2% | -$41.48万 | 减仓 |
| AAPL | APPLE INC COM | $963.86万 | 3.16% | 33,310 | 7,885 | 31.0% | $228.16万 | 加仓 |
| IGRO | ISHARES INTL DIVIDEND GROWTH ETF | $877.65万 | 2.88% | 99,813 | 2,600 | 2.7% | $22.86万 | 加仓 |
| VEA | VANGUARD FTSE DEV MKTS ETF (VEA) | $822.24万 | 2.69% | 115,401 | 66,614 | 136.5% | $474.63万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $755.78万 | 2.48% | 10,121 | 3,452 | 51.8% | $257.78万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $701.29万 | 2.30% | 170,009 | 3,445 | 2.1% | $14.21万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $695.19万 | 2.28% | 90,156 | -25,170 | -21.8% | -$194.09万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $652.17万 | 2.14% | 116,127 | -13,175 | -10.2% | -$73.99万 | 减仓 |
| GLD | SPDR GOLD SHARES ETF | $624.73万 | 2.05% | 16,959 | 148 | 0.9% | $5.45万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $566.21万 | 1.86% | 71,293 | -935 | -1.3% | -$7.43万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $531.78万 | 1.74% | 14,880 | 833 | 5.9% | $29.77万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $454.47万 | 1.49% | 29,455 | 26,805 | 1,011.5% | $413.58万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MKT ETF (VTI) | $430.46万 | 1.41% | 11,633 | 10,200 | 711.8% | $377.43万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $426.84万 | 1.40% | 63,180 | 417 | 0.7% | $2.82万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $421.79万 | 1.38% | 51,033 | 46,663 | 1,067.8% | $385.67万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $396.33万 | 1.30% | 13,075 | 11,051 | 546.0% | $334.98万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $388.09万 | 1.27% | 51,396 | 3,577 | 7.5% | $27.01万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $383.69万 | 1.26% | 24,446 | 22,765 | 1,354.3% | $357.30万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $382.62万 | 1.25% | 10,257 | 973 | 10.5% | $36.30万 | 加仓 |
| AMZN | AMAZON COM INC COM | $366.88万 | 1.20% | 15,393 | 302 | 2.0% | $7.20万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $363.00万 | 1.19% | 47,001 | 2,175 | 4.9% | $16.80万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $361.35万 | 1.18% | 49,223 | 26,634 | 117.9% | $195.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $357.74万 | 1.17% | 6,965 | 1,835 | 35.8% | $94.25万 | 加仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $352.87万 | 1.16% | 110,305 | -23,000 | -17.3% | -$73.58万 | 减仓 |
| VCSH | VANGUARD ST CORP BOND ETF (VCSH) | $342.12万 | 1.12% | 43,290 | 39,975 | 1,205.9% | $315.92万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $340.65万 | 1.12% | 14,397 | 847 | 6.3% | $20.04万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $300.19万 | 0.98% | 18,996 | 172 | 0.9% | $2.72万 | 加仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $299.42万 | 0.98% | 158,174 | 42,184 | 36.4% | $79.85万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $296.31万 | 0.97% | 30,728 | 28,448 | 1,247.7% | $274.32万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $289.69万 | 0.95% | 35,955 | 31,499 | 706.9% | $253.79万 | 加仓 |
| VWO | VANGUARD FTSE EMRG MKTS ETF (VWO) | $284.94万 | 0.93% | 47,737 | 28,905 | 153.5% | $172.53万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $279.78万 | 0.92% | 95,065 | -256 | -0.3% | -$7,534 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $279.32万 | 0.92% | 5,582 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $269.72万 | 0.88% | 53,053 | -16,730 | -24.0% | -$85.06万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $261.26万 | 0.86% | 11,988 | 8,837 | 280.5% | $192.59万 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $252.36万 | 0.83% | 56,268 | 50,210 | 828.8% | $225.19万 | 加仓 |
| RTX | RTX CORPORATION COM | $249.00万 | 0.82% | 13,124 | 13,124 | — | $249.00万 | 新建仓 |
| AKRE | AKRE FOCUS ETF | $244.74万 | 0.80% | 46,012 | -43,127 | -48.4% | -$229.39万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $243.74万 | 0.80% | 31,779 | -4,361 | -12.1% | -$33.45万 | 减仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $211.06万 | 0.69% | 31,861 | 1,870 | 6.2% | $12.39万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $203.80万 | 0.67% | 12,983 | 12,983 | — | $203.80万 | 新建仓 |
| NVDA | NVIDIA CORPORATION COM | $202.69万 | 0.66% | 10,130 | 1,482 | 17.1% | $29.65万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $181.79万 | 0.60% | 9,200 | 9,200 | — | $181.79万 | 新建仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $170.68万 | 0.56% | 2,664 | -543 | -16.9% | -$34.79万 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $170.13万 | 0.56% | 40,769 | 31,087 | 321.1% | $129.73万 | 加仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $168.43万 | 0.55% | 25,625 | -278 | -1.1% | -$1.83万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $167.45万 | 0.55% | 41,643 | 12,382 | 42.3% | $49.79万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $167.29万 | 0.55% | 17,359 | 17,359 | — | $167.29万 | 新建仓 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $166.39万 | 0.55% | 69,588 | -17,611 | -20.2% | -$42.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $163.84万 | 0.54% | 5,005 | 2,121 | 73.5% | $69.43万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $157.68万 | 0.52% | 29,691 | 71 | 0.2% | $3,771 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $155.01万 | 0.51% | 2,257 | 631 | 38.8% | $43.34万 | 加仓 |
| V | VISA INC COM CL A | $150.85万 | 0.49% | 4,397 | 712 | 19.3% | $24.43万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $148.07万 | 0.49% | 28,557 | 28,557 | — | $148.07万 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $146.49万 | 0.48% | 17,491 | 14,649 | 515.4% | $122.69万 | 加仓 |
| PFE | PFIZER INC COM | $143.61万 | 0.47% | 59,638 | 5,347 | 9.8% | $12.88万 | 加仓 |
| SEIE | SEI SELECT INTERNATIONAL EQUITY ETF | $142.82万 | 0.47% | 40,241 | -1,086 | -2.6% | -$3.85万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $134.51万 | 0.44% | 3,807 | 68 | 1.8% | $2.40万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $132.23万 | 0.43% | 22,420 | 22,420 | — | $132.23万 | 新建仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $132.14万 | 0.43% | 5,438 | 4,162 | 326.2% | $101.13万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $129.76万 | 0.43% | 26,046 | 26,046 | — | $129.76万 | 新建仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $126.78万 | 0.42% | 12,757 | 4,627 | 56.9% | $45.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $125.79万 | 0.41% | 29,710 | 3,674 | 14.1% | $15.56万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $120.18万 | 0.39% | 13,951 | 3,985 | 40.0% | $34.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $119.49万 | 0.39% | 2,057 | -264 | -11.4% | -$15.34万 | 减仓 |
| OGE | OGE ENERGY CORP COM | $118.05万 | 0.39% | 24,260 | 157 | 0.7% | $7,640 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $116.46万 | 0.38% | 23,065 | 23,065 | — | $116.46万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $111.69万 | 0.37% | 4,537 | 1,077 | 31.1% | $26.51万 | 加仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $110.74万 | 0.36% | 25,886 | 25,886 | — | $110.74万 | 新建仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $110.15万 | 0.36% | 29,898 | -2,745 | -8.4% | -$10.11万 | 减仓 |
| AES | AES CORP COM | $109.96万 | 0.36% | 75,005 | 112 | 0.1% | $1,642 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $109.12万 | 0.36% | 55,505 | 55,505 | — | $109.12万 | 新建仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $106.90万 | 0.35% | 6,052 | 269 | 4.7% | $4.75万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $105.32万 | 0.35% | 6,354 | 1,869 | 41.7% | $30.98万 | 加仓 |
| SEIV | SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | $104.48万 | 0.34% | 21,766 | -512 | -2.3% | -$2.46万 | 减仓 |
| CAT | CATERPILLAR INC COM | $103.53万 | 0.34% | 972 | -129 | -11.7% | -$13.74万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $103.36万 | 0.34% | 35,692 | 35,692 | — | $103.36万 | 新建仓 |
| TIP | ISHARES TIPS BOND ETF | $102.09万 | 0.33% | 9,329 | 4,733 | 103.0% | $51.79万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $101.37万 | 0.33% | 45,996 | 45,996 | — | $101.37万 | 新建仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $101.23万 | 0.33% | 49,404 | 49,404 | — | $101.23万 | 新建仓 |
| SEIM | SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | $99.19万 | 0.32% | 17,665 | -993 | -5.3% | -$5.58万 | 减仓 |
| BSV | VANGUARD ST BOND ETF (BSV) | $98.58万 | 0.32% | 12,653 | 7,879 | 165.0% | $61.39万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $95.59万 | 0.31% | 17,831 | -165 | -0.9% | -$8,846 | 减仓 |
| CSCO | CISCO SYS INC COM | $95.39万 | 0.31% | 8,121 | 3,264 | 67.2% | $38.34万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $95.33万 | 0.31% | 5,004 | -94 | -1.8% | -$1.79万 | 减仓 |
| WMT | WALMART INC COM | $94.68万 | 0.31% | 8,359 | 4,369 | 109.5% | $49.48万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $93.87万 | 0.31% | 20,704 | 96 | 0.5% | $4,353 | 加仓 |
| META | META PLATFORMS INC CL A | $92.97万 | 0.30% | 1,651 | 87 | 5.6% | $4.90万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $90.75万 | 0.30% | 7,593 | 1 | 0.0% | $120 | 加仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $90.62万 | 0.30% | 25,476 | -555 | -2.1% | -$1.97万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $85.76万 | 0.28% | 3,050 | 808 | 36.0% | $22.72万 | 加仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $84.21万 | 0.28% | 26,659 | 26,659 | — | $84.21万 | 新建仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $81.76万 | 0.27% | 9,930 | 542 | 5.8% | $4.46万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $79.63万 | 0.26% | 11,364 | 2,713 | 31.4% | $19.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $79.27万 | 0.26% | 5,406 | 2,192 | 68.2% | $32.14万 | 加仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $79.23万 | 0.26% | 11,771 | -291 | -2.4% | -$1.96万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $78.59万 | 0.26% | 7,565 | 4,950 | 189.3% | $51.42万 | 加仓 |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $78.58万 | 0.26% | 33,058 | 73 | 0.2% | $1,735 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $77.06万 | 0.25% | 9,303 | -43 | -0.5% | -$3,562 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $76.40万 | 0.25% | 755 | 361 | 91.6% | $36.53万 | 加仓 |