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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $279.32万 | 0.92% | 5,582 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $279.78万 | 0.92% | 95,065 | -256 | -0.3% | -$7,534 | 减仓 |
| VWO | VANGUARD FTSE EMRG MKTS ETF (VWO) | $284.94万 | 0.93% | 47,737 | 28,905 | 153.5% | $172.53万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $289.69万 | 0.95% | 35,955 | 31,499 | 706.9% | $253.79万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $296.31万 | 0.97% | 30,728 | 28,448 | 1,247.7% | $274.32万 | 加仓 |
| 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 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $300.19万 | 0.98% | 18,996 | 172 | 0.9% | $2.72万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $340.65万 | 1.12% | 14,397 | 847 | 6.3% | $20.04万 | 加仓 |
| VCSH | VANGUARD ST CORP BOND ETF (VCSH) | $342.12万 | 1.12% | 43,290 | 39,975 | 1,205.9% | $315.92万 | 加仓 |
| 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 |
| MA | MASTERCARD INCORPORATED CL A | $357.74万 | 1.17% | 6,965 | 1,835 | 35.8% | $94.25万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $361.35万 | 1.18% | 49,223 | 26,634 | 117.9% | $195.52万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $363.00万 | 1.19% | 47,001 | 2,175 | 4.9% | $16.80万 | 加仓 |
| AMZN | AMAZON COM INC COM | $366.88万 | 1.20% | 15,393 | 302 | 2.0% | $7.20万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $382.62万 | 1.25% | 10,257 | 973 | 10.5% | $36.30万 | 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 |
| IAU | ISHARES GOLD TRUST | $388.09万 | 1.27% | 51,396 | 3,577 | 7.5% | $27.01万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $396.33万 | 1.30% | 13,075 | 11,051 | 546.0% | $334.98万 | 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 |
| 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 |
| VTI | VANGUARD TOTAL STOCK MKT ETF (VTI) | $430.46万 | 1.41% | 11,633 | 10,200 | 711.8% | $377.43万 | 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 |
| GOOGL | ALPHABET INC CAP STK CL A | $531.78万 | 1.74% | 14,880 | 833 | 5.9% | $29.77万 | 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 |
| GLD | SPDR GOLD SHARES ETF | $624.73万 | 2.05% | 16,959 | 148 | 0.9% | $5.45万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $652.17万 | 2.14% | 116,127 | -13,175 | -10.2% | -$73.99万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $695.19万 | 2.28% | 90,156 | -25,170 | -21.8% | -$194.09万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $701.29万 | 2.30% | 170,009 | 3,445 | 2.1% | $14.21万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $755.78万 | 2.48% | 10,121 | 3,452 | 51.8% | $257.78万 | 加仓 |
| VEA | VANGUARD FTSE DEV MKTS ETF (VEA) | $822.24万 | 2.69% | 115,401 | 66,614 | 136.5% | $474.63万 | 加仓 |
| IGRO | ISHARES INTL DIVIDEND GROWTH ETF | $877.65万 | 2.88% | 99,813 | 2,600 | 2.7% | $22.86万 | 加仓 |
| AAPL | APPLE INC COM | $963.86万 | 3.16% | 33,310 | 7,885 | 31.0% | $228.16万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,269.10万 | 4.16% | 140,854 | -4,604 | -3.2% | -$41.48万 | 减仓 |