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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,093.70万 | 5.23% | 145,458 | 21,149 | 17.0% | $159.02万 | 加仓 |
| IGRO | ISHARES INTL DIVIDEND GROWTH ETF | $814.35万 | 3.89% | 97,213 | 21,906 | 29.1% | $183.51万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $778.79万 | 3.72% | 115,326 | 17,036 | 17.3% | $115.04万 | 加仓 |
| GLD | SPDR GOLD SHARES ETF | $723.35万 | 3.46% | 16,811 | 1,413 | 9.2% | $60.80万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $685.37万 | 3.28% | 64,651 | 12,573 | 24.1% | $133.29万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $669.48万 | 3.20% | 72,228 | 2,578 | 3.7% | $23.90万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $648.93万 | 3.10% | 166,564 | 17,843 | 12.0% | $69.52万 | 加仓 |
| AAPL | APPLE INC COM | $645.25万 | 3.08% | 25,425 | -229 | -0.9% | -$5.81万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $471.10万 | 2.25% | 89,139 | 1,672 | 1.9% | $8.84万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $433.70万 | 2.07% | 6,669 | 1,561 | 30.6% | $101.52万 | 加仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $425.64万 | 2.03% | 133,305 | -3,802 | -2.8% | -$12.14万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $421.57万 | 2.01% | 47,819 | -3,798 | -7.4% | -$33.48万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $403.92万 | 1.93% | 14,047 | -567 | -3.9% | -$16.30万 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $371.68万 | 1.78% | 62,763 | 3,515 | 5.9% | $20.82万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $346.86万 | 1.66% | 44,826 | 10,878 | 32.0% | $84.17万 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $346.19万 | 1.65% | 69,783 | 25,353 | 57.1% | $125.78万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $343.68万 | 1.64% | 9,284 | -1,136 | -10.9% | -$42.05万 | 减仓 |
| AMZN | AMAZON COM INC COM | $314.30万 | 1.50% | 15,091 | 56 | 0.4% | $1.17万 | 加仓 |
| VEA | VANGUARD FTSE DEV MKTS ETF (VEA) | $312.63万 | 1.49% | 48,787 | 12,163 | 33.2% | $77.94万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $291.40万 | 1.39% | 13,550 | 11,885 | 713.8% | $255.59万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $278.93万 | 1.33% | 36,140 | 1,297 | 3.7% | $10.01万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $278.78万 | 1.33% | 18,824 | 7,533 | 66.7% | $111.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $267.49万 | 1.28% | 5,582 | 42 | 0.8% | $2.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $256.32万 | 1.22% | 5,130 | -152 | -2.9% | -$7.59万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $244.40万 | 1.17% | 95,321 | 49,104 | 106.2% | $125.90万 | 加仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $222.58万 | 1.06% | 115,990 | 56,503 | 95.0% | $108.43万 | 加仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $212.78万 | 1.02% | 29,991 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $211.37万 | 1.01% | 87,199 | 52,817 | 153.6% | $128.03万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $181.45万 | 0.87% | 29,620 | 62 | 0.2% | $3,798 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $166.35万 | 0.79% | 22,589 | 4,565 | 25.3% | $33.62万 | 加仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $165.62万 | 0.79% | 25,903 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $152.45万 | 0.73% | 54,291 | 5,246 | 10.7% | $14.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $150.83万 | 0.72% | 8,648 | -776 | -8.2% | -$13.53万 | 减仓 |
| SEIE | SEI SELECT INTERNATIONAL EQUITY ETF | $134.71万 | 0.64% | 41,327 | -1,472 | -3.4% | -$4.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $130.70万 | 0.62% | 26,036 | 5,516 | 26.9% | $27.69万 | 加仓 |
| OGE | OGE ENERGY CORP COM | $115.60万 | 0.55% | 24,103 | 424 | 1.8% | $2.03万 | 加仓 |
| V | VISA INC COM CL A | $111.37万 | 0.53% | 3,685 | -167 | -4.3% | -$5.05万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $110.89万 | 0.53% | 32,643 | 8,201 | 33.6% | $27.86万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $107.26万 | 0.51% | 3,739 | -35 | -0.9% | -$1.00万 | 减仓 |
| AES | AES CORP COM | $105.52万 | 0.50% | 74,893 | 955 | 1.3% | $1.35万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $105.40万 | 0.50% | 3,207 | 45 | 1.4% | $1.48万 | 加仓 |
| VWO | VANGUARD FTSE EMRG MKTS ETF (VWO) | $101.79万 | 0.49% | 18,832 | 2,711 | 16.8% | $14.65万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $99.08万 | 0.47% | 29,261 | 12,621 | 75.8% | $42.73万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $97.16万 | 0.46% | 1,626 | -225 | -12.2% | -$13.44万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $95.82万 | 0.46% | 5,783 | 3,118 | 117.0% | $51.66万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $95.72万 | 0.46% | 7,252 | -3,481 | -32.4% | -$45.95万 | 减仓 |
| APA | APA CORPORATION COM | $95.53万 | 0.46% | 22,510 | 2,591 | 13.0% | $11.00万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $94.57万 | 0.45% | 20,608 | -1,300 | -5.9% | -$5.97万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $92.80万 | 0.44% | 4,485 | 72 | 1.6% | $1.49万 | 加仓 |
| SEIV | SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | $92.59万 | 0.44% | 22,278 | -99 | -0.4% | -$4,114 | 减仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $90.07万 | 0.43% | 12,062 | 55 | 0.5% | $4,107 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $89.59万 | 0.43% | 17,440 | -3,239 | -15.7% | -$16.64万 | 减仓 |
| META | META PLATFORMS INC CL A | $89.47万 | 0.43% | 1,564 | -74 | -4.5% | -$4.23万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $88.85万 | 0.42% | 17,996 | -1,891 | -9.5% | -$9.34万 | 减仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $86.47万 | 0.41% | 26,031 | 6,899 | 36.1% | $22.92万 | 加仓 |
| SEIM | SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | $84.99万 | 0.41% | 18,658 | -130 | -0.7% | -$5,922 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $84.82万 | 0.41% | 2,884 | 148 | 5.4% | $4.35万 | 加仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $80.85万 | 0.39% | 8,130 | -1,528 | -15.8% | -$15.19万 | 减仓 |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $79.53万 | 0.38% | 32,985 | 32,985 | — | $79.53万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $77.97万 | 0.37% | 1,101 | -3 | -0.3% | -$2,124 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $75.72万 | 0.36% | 29,556 | 4,041 | 15.8% | $10.35万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $72.57万 | 0.35% | 1,661 | 227 | 15.8% | $9.92万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $71.99万 | 0.34% | 3,460 | 622 | 21.9% | $12.94万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $71.26万 | 0.34% | 4,861 | -539 | -10.0% | -$7.90万 | 减仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $70.57万 | 0.34% | 12,249 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $69.66万 | 0.33% | 9,518 | 302 | 3.3% | $2.21万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $67.75万 | 0.32% | 5,098 | -15 | -0.3% | -$1,994 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $66.78万 | 0.32% | 9,388 | 5,259 | 127.4% | $37.41万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $66.61万 | 0.32% | 9,260 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $66.19万 | 0.32% | 949 | 1 | 0.1% | $698 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $65.19万 | 0.31% | 9,346 | 4,621 | 97.8% | $32.23万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $64.73万 | 0.31% | 16,223 | 1,125 | 7.5% | $4.49万 | 加仓 |
| NFLX | NETFLIX INC. COM | $64.70万 | 0.31% | 6,729 | 333 | 5.2% | $3.20万 | 加仓 |
| — | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND | $64.16万 | 0.31% | 8,944 | 3,356 | 60.1% | $24.07万 | 加仓 |
| — | SEI SELECT SMALL CAP ETF | $63.24万 | 0.30% | 22,892 | 479 | 2.1% | $1.32万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $61.82万 | 0.30% | 3,151 | 1,626 | 106.6% | $31.90万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $61.69万 | 0.29% | 12,366 | 3,412 | 38.1% | $17.02万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $60.79万 | 0.29% | 9,092 | 1 | 0.0% | $67 | 加仓 |
| MCHI | ISHARES MSCI CHINA ETF | $60.64万 | 0.29% | 10,794 | 2,517 | 30.4% | $14.14万 | 加仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $59.53万 | 0.28% | 6,867 | 1,623 | 30.9% | $14.07万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $59.26万 | 0.28% | 20,379 | -424 | -2.0% | -$1.23万 | 减仓 |
| TSLA | TESLA INC COM | $58.70万 | 0.28% | 1,579 | 125 | 8.6% | $4.65万 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $58.64万 | 0.28% | 7,684 | 7,684 | — | $58.64万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $58.63万 | 0.28% | 4,008 | -13 | -0.3% | -$1,902 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $57.99万 | 0.28% | 23,738 | -233 | -1.0% | -$5,692 | 减仓 |
| FAF | FIRST AMERN FINL CORP COM | $56.88万 | 0.27% | 9,435 | 83 | 0.9% | $5,004 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $56.38万 | 0.27% | 6,228 | 3,056 | 96.3% | $27.67万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $54.43万 | 0.26% | 34,778 | 419 | 1.2% | $6,557 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $54.35万 | 0.26% | 2,242 | -629 | -21.9% | -$15.25万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $53.02万 | 0.25% | 2,024 | 2,024 | — | $53.02万 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $52.36万 | 0.25% | 4,933 | 2,869 | 139.0% | $30.45万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $51.98万 | 0.25% | 19,901 | 396 | 2.0% | $1.03万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $51.88万 | 0.25% | 8,651 | 98 | 1.1% | $5,877 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $50.71万 | 0.24% | 4,596 | 1,825 | 65.9% | $20.14万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $50.32万 | 0.24% | 16,498 | -697 | -4.1% | -$2.13万 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $50.10万 | 0.24% | 5,995 | 1,739 | 40.9% | $14.53万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $49.91万 | 0.24% | 6,088 | 69 | 1.1% | $5,656 | 加仓 |
| SEEM | SEI SELECT EMERGING MARKETS EQUITY ETF | $49.89万 | 0.24% | 15,236 | -151 | -1.0% | -$4,945 | 减仓 |
| WMT | WALMART INC COM | $49.59万 | 0.24% | 3,990 | -81 | -2.0% | -$1.01万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $47.22万 | 0.23% | 2,321 | 61 | 2.7% | $1.24万 | 加仓 |