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 |
|---|---|---|---|---|---|---|---|---|
| — | JANUS HENDERSON GROUP PLC ORD SHS | $0 | 0.00% | 0 | -17,440 | -100.0% | -$89.59万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -1,758 | -100.0% | -$29.83万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,027 | -100.0% | -$23.20万 | 清仓 |
| PEP | PEPSICO INC COM | $0 | 0.00% | 0 | -1,297 | -100.0% | -$20.14万 | 清仓 |
| PGX | INVESCO PREFERRED ETF | $10.85万 | 0.04% | 10,006 | 10,006 | — | $10.85万 | 新建仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $20.20万 | 0.07% | 2,053 | 2,053 | — | $20.20万 | 新建仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $20.30万 | 0.07% | 2,468 | 2,468 | — | $20.30万 | 新建仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $20.48万 | 0.07% | 1,141 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $20.68万 | 0.07% | 1,504 | 1,504 | — | $20.68万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $20.80万 | 0.07% | 1,126 | -93 | -7.6% | -$1.72万 | 重新持有 |
| FLR | FLUOR CORP COM | $20.96万 | 0.07% | 4,000 | 4,000 | — | $20.96万 | 新建仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $20.97万 | 0.07% | 4,088 | 4,088 | — | $20.97万 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $21.03万 | 0.07% | 2,033 | 2,033 | — | $21.03万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $21.14万 | 0.07% | 4,000 | 4,000 | — | $21.14万 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $21.22万 | 0.07% | 876 | 876 | — | $21.22万 | 新建仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $21.24万 | 0.07% | 2,043 | 0 | 0.0% | — | 重新持有 |
| UPS | UNITED PARCEL SVCS INC CL B | $21.38万 | 0.07% | 1,988 | 1,988 | — | $21.38万 | 新建仓 |
| KBWB | INVESCO KBW BANK ETF | $21.43万 | 0.07% | 2,305 | 2,305 | — | $21.43万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $21.78万 | 0.07% | 2,400 | 2,400 | — | $21.78万 | 新建仓 |
| CINF | CINCINNATI FINL CORP COM | $22.01万 | 0.07% | 1,189 | 1,189 | — | $22.01万 | 新建仓 |
| NET | CLOUDFLARE INC CL A COM | $22.08万 | 0.07% | 900 | 900 | — | $22.08万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $22.27万 | 0.07% | 1,628 | 1,628 | — | $22.27万 | 新建仓 |
| PSA | PUBLIC STORAGE COM | $22.60万 | 0.07% | 710 | 710 | — | $22.60万 | 新建仓 |
| LVHD | FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $22.64万 | 0.07% | 5,144 | 5,144 | — | $22.64万 | 新建仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $23.06万 | 0.08% | 9,020 | 965 | 12.0% | $2.47万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $23.38万 | 0.08% | 9,687 | 396 | 4.3% | $9,559 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $23.55万 | 0.08% | 4,621 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $23.77万 | 0.08% | 3,535 | -17 | -0.5% | -$1,143 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $23.79万 | 0.08% | 838 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $24.81万 | 0.08% | 7,270 | 48 | 0.7% | $1,638 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $24.88万 | 0.08% | 6,900 | 6,900 | — | $24.88万 | 新建仓 |
| PAAA | PGIM AAA CLO ETF | $25.06万 | 0.08% | 4,887 | 205 | 4.4% | $1.05万 | 加仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $25.27万 | 0.08% | 1,352 | -142 | -9.5% | -$2.65万 | 减仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $25.42万 | 0.08% | 11,377 | -396 | -3.4% | -$8,847 | 减仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $25.46万 | 0.08% | 2,689 | 276 | 11.4% | $2.61万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $25.55万 | 0.08% | 4,875 | 4,875 | — | $25.55万 | 新建仓 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $25.62万 | 0.08% | 1,491 | 1,491 | — | $25.62万 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $25.84万 | 0.08% | 1,570 | 1,570 | — | $25.84万 | 新建仓 |
| INTC | INTEL CORP COM | $25.86万 | 0.08% | 1,852 | 1,852 | — | $25.86万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $26.25万 | 0.09% | 223 | 223 | — | $26.25万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $26.78万 | 0.09% | 1,709 | 1,709 | — | $26.78万 | 新建仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $27.36万 | 0.09% | 2,276 | 71 | 3.2% | $8,536 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $27.40万 | 0.09% | 1,400 | 100 | 7.7% | $1.96万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $27.68万 | 0.09% | 2,955 | 14 | 0.5% | $1,311 | 重新持有 |
| RYN | RAYONIER INC COM | $27.73万 | 0.09% | 13,032 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $27.76万 | 0.09% | 929 | 3 | 0.3% | $897 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $28.78万 | 0.09% | 6,487 | 3 | 0.0% | $133 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $29.64万 | 0.10% | 303 | 303 | — | $29.64万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $29.76万 | 0.10% | 594 | 594 | — | $29.76万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $30.04万 | 0.10% | 1,348 | 4 | 0.3% | $891 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $30.45万 | 0.10% | 615 | 615 | — | $30.45万 | 新建仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $30.72万 | 0.10% | 5,213 | 740 | 16.5% | $4.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $30.87万 | 0.10% | 330 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $31.45万 | 0.10% | 1,761 | 11 | 0.6% | $1,965 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $31.52万 | 0.10% | 862 | 862 | — | $31.52万 | 新建仓 |
| HD | HOME DEPOT INC COM | $31.54万 | 0.10% | 894 | 70 | 8.5% | $2.47万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $31.59万 | 0.10% | 5,544 | -543 | -8.9% | -$3.09万 | 减仓 |
| MBB | ISHARES MBS ETF | $31.68万 | 0.10% | 3,352 | 395 | 13.4% | $3.73万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $31.92万 | 0.10% | 5,540 | 67 | 1.2% | $3,861 | 加仓 |
| BBY | BEST BUY INC COM | $32.59万 | 0.11% | 4,295 | 33 | 0.8% | $2,504 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $32.60万 | 0.11% | 13,277 | 152 | 1.2% | $3,732 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $32.93万 | 0.11% | 3,050 | 20 | 0.7% | $2,159 | 加仓 |
| GE | GE AEROSPACE COM NEW | $33.56万 | 0.11% | 898 | 28 | 3.2% | $1.05万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $33.74万 | 0.11% | 981 | 1 | 0.1% | $344 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $34.51万 | 0.11% | 1,368 | 1,368 | — | $34.51万 | 新建仓 |
| MFSI | MFS ACTIVE INTERNATIONAL ETF | $34.98万 | 0.11% | 10,770 | 3,770 | 53.9% | $12.24万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $35.06万 | 0.11% | 3,067 | 17 | 0.6% | $1,943 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $35.27万 | 0.12% | 10,602 | 55 | 0.5% | $1,830 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $35.64万 | 0.12% | 10,082 | 61 | 0.6% | $2,156 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $35.94万 | 0.12% | 5,913 | 24 | 0.4% | $1,459 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $37.14万 | 0.12% | 3,367 | -1,199 | -26.3% | -$13.23万 | 减仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $39.16万 | 0.13% | 5,476 | -74 | -1.3% | -$5,291 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $39.37万 | 0.13% | 16,796 | 797 | 5.0% | $1.87万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $39.49万 | 0.13% | 11,348 | 68 | 0.6% | $2,366 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $39.82万 | 0.13% | 2,912 | 2,912 | — | $39.82万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $40.08万 | 0.13% | 8,498 | 57 | 0.7% | $2,688 | 加仓 |
| GLW | CORNING INC COM | $40.19万 | 0.13% | 1,573 | 1 | 0.1% | $255 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $40.53万 | 0.13% | 849 | -7 | -0.8% | -$3,342 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $40.65万 | 0.13% | 2,144 | 898 | 72.1% | $17.03万 | 加仓 |
| — | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND | $41.13万 | 0.13% | 5,714 | -3,230 | -36.1% | -$23.25万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $41.14万 | 0.13% | 8,190 | 3,572 | 77.3% | $17.94万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $42.30万 | 0.14% | 2,780 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $42.60万 | 0.14% | 6,157 | 26 | 0.4% | $1,799 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $45.81万 | 0.15% | 17,288 | 867 | 5.3% | $2.30万 | 加仓 |
| SEIQ | SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF | $46.46万 | 0.15% | 11,789 | 413 | 3.6% | $1.63万 | 加仓 |
| USB | US BANCORP COM NEW | $46.49万 | 0.15% | 7,697 | 52 | 0.7% | $3,141 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $46.76万 | 0.15% | 4,008 | 0 | 0.0% | — | 不变 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $46.92万 | 0.15% | 6,831 | 97 | 1.4% | $6,662 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $47.06万 | 0.15% | 9,717 | 427 | 4.6% | $2.07万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $47.57万 | 0.16% | 10,381 | 57 | 0.6% | $2,612 | 加仓 |
| NFLX | NETFLIX INC. COM | $48.07万 | 0.16% | 6,732 | 3 | 0.0% | $214 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $50.73万 | 0.17% | 6,107 | 19 | 0.3% | $1,578 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $51.74万 | 0.17% | 7,725 | 41 | 0.5% | $2,746 | 加仓 |
| — | SEI HIGH YIELD BOND & ALTERNATIVE CREDIT ETF | $52.00万 | 0.17% | 20,659 | 20,659 | — | $52.00万 | 新建仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $52.04万 | 0.17% | 1,699 | 1,699 | — | $52.04万 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $52.34万 | 0.17% | 4,863 | -70 | -1.4% | -$7,533 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $52.72万 | 0.17% | 5,923 | -72 | -1.2% | -$6,409 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $53.16万 | 0.17% | 15,709 | 160 | 1.0% | $5,414 | 加仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $53.82万 | 0.18% | 13,045 | 4,394 | 50.8% | $18.13万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $54.66万 | 0.18% | 756 | 1 | 0.1% | $723 | 加仓 |