Lynx Investment Advisory
WASHINGTON, DC DC · SEC CIK 0002028812
$2.09亿2026Q1 申报市值
181持仓数
33.3%前十大占比 · 第一大 5.2%
31 / 13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
VIG 加仓+$255.59万
IGRO 加仓+$183.51万
SPHQ 加仓+$159.02万
NOBL 加仓+$133.29万
TDTT 加仓+$128.03万
2026Q1 卖出最多 按季末市值估算
COP 减仓-$45.95万
COMERICA INC COM 清仓-$42.73万
MSFT 减仓-$42.05万
F 清仓-$41.11万
FEZ 减仓-$37.24万
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 |
|---|---|---|---|---|---|---|---|---|
| — | COMERICA INC COM | $0 | 0.00% | 0 | -4,915 | -100.0% | -$42.73万 | 清仓 |
| F | FORD MTR CO COM | $0 | 0.00% | 0 | -31,337 | -100.0% | -$41.11万 | 清仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -1,939 | -100.0% | -$37.14万 | 清仓 |
| IP | INTERNATIONAL PAPER CO COM | $0 | 0.00% | 0 | -9,341 | -100.0% | -$36.80万 | 清仓 |
| CAG | CONAGRA BRANDS INC COM | $0 | 0.00% | 0 | -20,017 | -100.0% | -$34.65万 | 清仓 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $0 | 0.00% | 0 | -8,867 | -100.0% | -$33.47万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -901 | -100.0% | -$31.53万 | 清仓 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $0 | 0.00% | 0 | -2,207 | -100.0% | -$26.66万 | 清仓 |
| LLY | ELI LILLY & CO COM | $0 | 0.00% | 0 | -227 | -100.0% | -$24.38万 | 清仓 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -1,860 | -100.0% | -$23.71万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -1,890 | -100.0% | -$21.51万 | 清仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAL | DELTA AIR LINES INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHW | SCHWAB CHARLES CORP COM | $0 | 0.00% | 0 | -2,021 | -100.0% | -$20.19万 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $0 | 0.00% | 0 | -11,339 | -100.0% | -$12.95万 | 清仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $20.07万 | 0.10% | 1,141 | 1,141 | — | $20.07万 | 新建仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $20.08万 | 0.10% | 2,413 | 2,413 | — | $20.08万 | 新建仓 |
| PEP | PEPSICO INC COM | $20.14万 | 0.10% | 1,297 | 1,297 | — | $20.14万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $20.22万 | 0.10% | 2,280 | 2,280 | — | $20.22万 | 新建仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $20.23万 | 0.10% | 8,055 | 8,055 | — | $20.23万 | 新建仓 |
| MFSI | MFS ACTIVE INTERNATIONAL ETF | $20.80万 | 0.10% | 7,000 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $21.29万 | 0.10% | 838 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $21.35万 | 0.10% | 2,842 | 2,842 | — | $21.35万 | 新建仓 |
| GLW | CORNING INC COM | $21.37万 | 0.10% | 1,572 | 1,572 | — | $21.37万 | 新建仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $21.44万 | 0.10% | 4,621 | 4,621 | — | $21.44万 | 新建仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $22.55万 | 0.11% | 9,291 | -1,972 | -17.5% | -$4.79万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $22.73万 | 0.11% | 4,473 | 28 | 0.6% | $1,423 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $23.07万 | 0.11% | 4,618 | -3,919 | -45.9% | -$19.58万 | 减仓 |
| — | HONEYWELL INTL INC COM | $23.20万 | 0.11% | 1,027 | -70 | -6.4% | -$1.58万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $23.26万 | 0.11% | 1,681 | 102 | 6.5% | $1.41万 | 加仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $23.27万 | 0.11% | 7,222 | 7,222 | — | $23.27万 | 新建仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $23.33万 | 0.11% | 3,552 | 297 | 9.1% | $1.95万 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $23.96万 | 0.11% | 4,682 | 4,682 | — | $23.96万 | 新建仓 |
| AZN | ASTRAZENECA PLC ORD | $24.57万 | 0.12% | 1,246 | 12 | 1.0% | $2,465 | 加仓 |
| GE | GE AEROSPACE COM NEW | $24.70万 | 0.12% | 870 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $24.91万 | 0.12% | 10,547 | 999 | 10.5% | $2.36万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $25.20万 | 0.12% | 6,484 | -246 | -3.7% | -$9,560 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $25.21万 | 0.12% | 926 | 4 | 0.4% | $1,089 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $25.40万 | 0.12% | 2,615 | -3,477 | -57.1% | -$33.77万 | 减仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $25.65万 | 0.12% | 1,494 | -432 | -22.4% | -$7.42万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $25.76万 | 0.12% | 1,300 | 1,300 | — | $25.76万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $25.82万 | 0.12% | 755 | 755 | — | $25.82万 | 新建仓 |
| VCSH | VANGUARD ST CORP BOND ETF (VCSH) | $26.28万 | 0.13% | 3,315 | 3,315 | — | $26.28万 | 新建仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $26.35万 | 0.13% | 2,205 | 35 | 1.6% | $4,183 | 加仓 |
| RYN | RAYONIER INC COM | $26.87万 | 0.13% | 13,032 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $26.93万 | 0.13% | 6,058 | 6,058 | — | $26.93万 | 新建仓 |
| HD | HOME DEPOT INC COM | $27.11万 | 0.13% | 824 | 3 | 0.4% | $987 | 加仓 |
| BBY | BEST BUY INC COM | $27.36万 | 0.13% | 4,262 | 96 | 2.3% | $6,164 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $27.72万 | 0.13% | 1,276 | 1,276 | — | $27.72万 | 新建仓 |
| MBB | ISHARES MBS ETF | $28.08万 | 0.13% | 2,957 | 48 | 1.7% | $4,558 | 加仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $28.60万 | 0.14% | 11,773 | 11,773 | — | $28.60万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $28.92万 | 0.14% | 856 | -6 | -0.7% | -$2,027 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $29.30万 | 0.14% | 980 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $29.60万 | 0.14% | 3,030 | 3,030 | — | $29.60万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $29.67万 | 0.14% | 6,087 | -151 | -2.4% | -$7,361 | 减仓 |
| — | EXXON MOBIL CORP COM | $29.83万 | 0.14% | 1,758 | -58 | -3.2% | -$9,840 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $29.99万 | 0.14% | 1,227 | -22 | -1.8% | -$5,377 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $30.88万 | 0.15% | 1,344 | 8 | 0.6% | $1,838 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $31.65万 | 0.15% | 1,750 | 34 | 2.0% | $6,148 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $31.99万 | 0.15% | 1,114 | 1,114 | — | $31.99万 | 新建仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $32.46万 | 0.16% | 5,550 | 6 | 0.1% | $351 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $32.84万 | 0.16% | 330 | -2 | -0.6% | -$1,990 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $33.20万 | 0.16% | 5,473 | 5,473 | — | $33.20万 | 新建仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $33.32万 | 0.16% | 5,889 | -2,114 | -26.4% | -$11.96万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $33.32万 | 0.16% | 394 | -12 | -3.0% | -$1.01万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $35.33万 | 0.17% | 6,131 | 79 | 1.3% | $4,552 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $35.57万 | 0.17% | 10,021 | 10,021 | — | $35.57万 | 新建仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $35.59万 | 0.17% | 9,682 | 9,682 | — | $35.59万 | 新建仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $36.09万 | 0.17% | 8,651 | 630 | 7.9% | $2.63万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $36.16万 | 0.17% | 4,370 | 4,370 | — | $36.16万 | 新建仓 |
| HPQ | HP INC COM | $36.56万 | 0.17% | 19,034 | 19,034 | — | $36.56万 | 新建仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $37.31万 | 0.18% | 15,999 | 626 | 4.1% | $1.46万 | 加仓 |
| ORCL | ORACLE CORP COM | $37.36万 | 0.18% | 2,540 | 129 | 5.4% | $1.90万 | 加仓 |
| BSV | VANGUARD ST BOND ETF (BSV) | $37.43万 | 0.18% | 4,774 | 4,774 | — | $37.43万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $37.68万 | 0.18% | 13,125 | 13,125 | — | $37.68万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $37.68万 | 0.18% | 4,857 | -188 | -3.7% | -$1.46万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $38.63万 | 0.18% | 2,650 | 2,650 | — | $38.63万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $39.15万 | 0.19% | 8,441 | 148 | 1.8% | $6,864 | 加仓 |
| USB | US BANCORP COM NEW | $39.76万 | 0.19% | 7,645 | 254 | 3.4% | $1.32万 | 加仓 |
| MRK | MERCK & CO INC COM | $39.95万 | 0.19% | 3,321 | -468 | -12.4% | -$5.63万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $40.41万 | 0.19% | 619 | 2 | 0.3% | $1,306 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $40.57万 | 0.19% | 2,780 | 2,780 | — | $40.57万 | 新建仓 |
| ABBV | ABBVIE INC COM | $40.81万 | 0.20% | 1,876 | -132 | -6.6% | -$2.87万 | 减仓 |
| SEIQ | SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF | $41.42万 | 0.20% | 11,376 | 539 | 5.0% | $1.96万 | 加仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $41.81万 | 0.20% | 6,734 | -5,998 | -47.1% | -$37.24万 | 减仓 |
| GIS | GENERAL MILLS INC COM | $41.99万 | 0.20% | 11,280 | 5,328 | 89.5% | $19.83万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $42.76万 | 0.20% | 10,324 | 146 | 1.4% | $6,047 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $43.37万 | 0.21% | 3,050 | 334 | 12.3% | $4.75万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $43.58万 | 0.21% | 755 | 1 | 0.1% | $577 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $43.70万 | 0.21% | 16,421 | 374 | 2.3% | $9,952 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $44.40万 | 0.21% | 4,566 | 1 | 0.0% | $97 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $44.64万 | 0.21% | 9,290 | 337 | 3.8% | $1.62万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $45.29万 | 0.22% | 15,549 | 1,342 | 9.4% | $3.91万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MKT ETF (VTI) | $45.97万 | 0.22% | 1,433 | 1,433 | — | $45.97万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $46.43万 | 0.22% | 3,214 | 529 | 19.7% | $7.64万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $46.87万 | 0.22% | 5,200 | 63 | 1.2% | $5,679 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $47.22万 | 0.23% | 2,321 | 61 | 2.7% | $1.24万 | 加仓 |
| WMT | WALMART INC COM | $49.59万 | 0.24% | 3,990 | -81 | -2.0% | -$1.01万 | 减仓 |
| SEEM | SEI SELECT EMERGING MARKETS EQUITY ETF | $49.89万 | 0.24% | 15,236 | -151 | -1.0% | -$4,945 | 减仓 |