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 |
|---|---|---|---|---|---|---|---|---|
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $25.42万 | 0.08% | 11,377 | -396 | -3.4% | -$8,847 | 减仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $25.27万 | 0.08% | 1,352 | -142 | -9.5% | -$2.65万 | 减仓 |
| PAAA | PGIM AAA CLO ETF | $25.06万 | 0.08% | 4,887 | 205 | 4.4% | $1.05万 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $24.88万 | 0.08% | 6,900 | 6,900 | — | $24.88万 | 新建仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $24.81万 | 0.08% | 7,270 | 48 | 0.7% | $1,638 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $23.79万 | 0.08% | 838 | 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 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $23.55万 | 0.08% | 4,621 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $23.38万 | 0.08% | 9,687 | 396 | 4.3% | $9,559 | 加仓 |
| 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 |
| 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 |
| PSA | PUBLIC STORAGE COM | $22.60万 | 0.07% | 710 | 710 | — | $22.60万 | 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 |
| NET | CLOUDFLARE INC CL A COM | $22.08万 | 0.07% | 900 | 900 | — | $22.08万 | 新建仓 |
| CINF | CINCINNATI FINL CORP COM | $22.01万 | 0.07% | 1,189 | 1,189 | — | $22.01万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $21.78万 | 0.07% | 2,400 | 2,400 | — | $21.78万 | 新建仓 |
| KBWB | INVESCO KBW BANK ETF | $21.43万 | 0.07% | 2,305 | 2,305 | — | $21.43万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $21.38万 | 0.07% | 1,988 | 1,988 | — | $21.38万 | 新建仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $21.24万 | 0.07% | 2,043 | 0 | 0.0% | — | 重新持有 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $21.22万 | 0.07% | 876 | 876 | — | $21.22万 | 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 |
| CVS | CVS HEALTH CORP COM | $21.03万 | 0.07% | 2,033 | 2,033 | — | $21.03万 | 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 |
| FLR | FLUOR CORP COM | $20.96万 | 0.07% | 4,000 | 4,000 | — | $20.96万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $20.80万 | 0.07% | 1,126 | -93 | -7.6% | -$1.72万 | 重新持有 |
| IVW | ISHARES S&P 500 GROWTH ETF | $20.68万 | 0.07% | 1,504 | 1,504 | — | $20.68万 | 新建仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $20.48万 | 0.07% | 1,141 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $20.30万 | 0.07% | 2,468 | 2,468 | — | $20.30万 | 新建仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $20.20万 | 0.07% | 2,053 | 2,053 | — | $20.20万 | 新建仓 |
| PGX | INVESCO PREFERRED ETF | $10.85万 | 0.04% | 10,006 | 10,006 | — | $10.85万 | 新建仓 |
| — | 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 |