Victrix Investment Advisors
Stuart FL · SEC CIK 0002055229
$2.75亿2026Q1 申报市值
107持仓数
35.8%前十大占比 · 第一大 4.8%
9 / 6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
VEA 加仓+$156.25万
MSFT 加仓+$147.66万
VWO 加仓+$128.64万
UNH 加仓+$92.62万
VOO 加仓+$72.72万
2026Q1 卖出最多 按季末市值估算
TSM 减仓-$60.90万
QQQ 减仓-$58.59万
ADBE 清仓-$39.51万
CLX 清仓-$36.39万
FBCG 清仓-$32.80万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,312.80万 | 4.77% | 75,275 | 301 | 0.4% | $5.25万 | 加仓 |
| GOOGL | ALPHABET INC | $1,276.11万 | 4.63% | 44,377 | 120 | 0.3% | $3.45万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,091.88万 | 3.96% | 170,393 | 24,383 | 16.7% | $156.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,041.68万 | 3.78% | 17,432 | 1,217 | 7.5% | $72.72万 | 加仓 |
| AAPL | APPLE INC | $1,032.37万 | 3.75% | 40,678 | 1,246 | 3.2% | $31.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $926.01万 | 3.36% | 19,324 | 1,357 | 7.6% | $65.03万 | 重新持有 |
| AMZN | AMAZON COM INC | $882.00万 | 3.20% | 42,349 | 3,393 | 8.7% | $70.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $838.06万 | 3.04% | 22,640 | 3,989 | 21.4% | $147.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $726.72万 | 2.64% | 12,024 | -2 | -0.0% | -$1,209 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $720.39万 | 2.62% | 247,727 | 12,499 | 5.3% | $36.35万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $661.71万 | 2.40% | 213,732 | 10,913 | 5.4% | $33.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $628.63万 | 2.28% | 25,717 | 1,660 | 6.9% | $40.58万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $583.61万 | 2.12% | 21,568 | 3,423 | 18.9% | $92.62万 | 加仓 |
| WMT | WALMART INC | $552.43万 | 2.01% | 44,450 | 88 | 0.2% | $1.09万 | 加仓 |
| CSCO | CISCO SYS INC | $538.21万 | 1.95% | 69,366 | 3,052 | 4.6% | $23.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $509.38万 | 1.85% | 8,825 | -1,015 | -10.3% | -$58.59万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $506.00万 | 1.84% | 93,617 | 23,801 | 34.1% | $128.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $501.01万 | 1.82% | 7,704 | -259 | -3.3% | -$16.84万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $494.56万 | 1.80% | 25,207 | 441 | 1.8% | $8.65万 | 加仓 |
| BA | BOEING CO | $477.49万 | 1.73% | 23,991 | 1,001 | 4.4% | $19.92万 | 加仓 |
| MMM | 3M CO | $477.24万 | 1.73% | 32,861 | 807 | 2.5% | $11.72万 | 加仓 |
| BAC | BANK AMERICA CORP | $435.90万 | 1.58% | 89,414 | 1,335 | 1.5% | $6.51万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $425.39万 | 1.54% | 45,263 | 1,855 | 4.3% | $17.43万 | 加仓 |
| HD | HOME DEPOT INC | $415.00万 | 1.51% | 12,618 | 625 | 5.2% | $20.56万 | 加仓 |
| CB | CHUBB LTD SWITZ | $406.30万 | 1.48% | 12,466 | 13 | 0.1% | $4,237 | 加仓 |
| V | VISA INC | $401.38万 | 1.46% | 13,280 | 1,264 | 10.5% | $38.20万 | 加仓 |
| META | META PLATFORMS INC | $397.18万 | 1.44% | 6,942 | 953 | 15.9% | $54.52万 | 加仓 |
| CAT | CATERPILLAR INC | $383.91万 | 1.39% | 5,419 | -210 | -3.7% | -$14.88万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $368.24万 | 1.34% | 4,766 | -134 | -2.7% | -$10.35万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $364.41万 | 1.32% | 12,388 | 380 | 3.2% | $11.18万 | 加仓 |
| INTC | INTEL CORP | $348.75万 | 1.27% | 79,029 | -2,158 | -2.7% | -$9.52万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $341.48万 | 1.24% | 147,061 | 10,724 | 7.9% | $24.90万 | 加仓 |
| TXN | TEXAS INSTRS INC | $311.34万 | 1.13% | 16,037 | 823 | 5.4% | $15.98万 | 加仓 |
| ASML | ASML HLDG NV | $299.96万 | 1.09% | 2,271 | 171 | 8.1% | $22.59万 | 加仓 |
| MRK | MERCK & CO INC | $297.28万 | 1.08% | 24,714 | 373 | 1.5% | $4.49万 | 加仓 |
| PFF | ISHARES TR | $283.03万 | 1.03% | 93,346 | -60 | -0.1% | -$1,819 | 减仓 |
| DIS | DISNEY WALT CO | $267.76万 | 0.97% | 27,782 | 1,758 | 6.8% | $16.94万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $235.66万 | 0.86% | 25,373 | 2,128 | 9.2% | $19.76万 | 加仓 |
| ABBV | ABBVIE INC | $204.74万 | 0.74% | 9,414 | -581 | -5.8% | -$12.64万 | 减仓 |
| — | EXXON MOBIL CORP | $203.81万 | 0.74% | 12,013 | -211 | -1.7% | -$3.58万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $203.22万 | 0.74% | 15,520 | 1,250 | 8.8% | $16.37万 | 加仓 |
| TGT | TARGET CORP | $201.80万 | 0.73% | 16,650 | 353 | 2.2% | $4.28万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $200.53万 | 0.73% | 10,449 | 12 | 0.1% | $2,303 | 加仓 |
| GE | GE AEROSPACE | $200.09万 | 0.73% | 7,051 | 244 | 3.6% | $6.92万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $193.65万 | 0.70% | 78,322 | 6,504 | 9.1% | $16.08万 | 加仓 |
| SHEL | SHELL PLC | $192.24万 | 0.70% | 20,671 | 790 | 4.0% | $7.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $186.88万 | 0.68% | 2,209 | -74 | -3.2% | -$6.26万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $175.96万 | 0.64% | 68,628 | -7,569 | -9.9% | -$19.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $168.84万 | 0.61% | 4,996 | -1,802 | -26.5% | -$60.90万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $167.08万 | 0.61% | 2,449 | -20 | -0.8% | -$1.36万 | 减仓 |
| GOOG | ALPHABET INC | $161.35万 | 0.59% | 5,625 | 276 | 5.2% | $7.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $158.50万 | 0.58% | 51,662 | -1,788 | -3.3% | -$5.49万 | 减仓 |
| IEFA | ISHARES TR | $136.68万 | 0.50% | 15,098 | 860 | 6.0% | $7.79万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $132.28万 | 0.48% | 53,447 | -3,558 | -6.2% | -$8.81万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $131.85万 | 0.48% | 4,359 | 11 | 0.3% | $3,327 | 加仓 |
| LLY | ELI LILLY & CO | $121.57万 | 0.44% | 1,322 | 44 | 3.4% | $4.05万 | 加仓 |
| RTX | RTX CORPORATION | $121.43万 | 0.44% | 6,295 | -95 | -1.5% | -$1.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $118.03万 | 0.43% | 5,705 | 64 | 1.1% | $1.32万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $116.97万 | 0.42% | 3,389 | 810 | 31.4% | $27.96万 | 加仓 |
| IJR | ISHARES TR | $105.80万 | 0.38% | 8,511 | 930 | 12.3% | $11.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.16万 | 0.33% | 925 | 89 | 10.6% | $8.87万 | 加仓 |
| MCK | MCKESSON CORP | $92.07万 | 0.33% | 1,064 | -20 | -1.8% | -$1.73万 | 减仓 |
| AVGO | BROADCOM INC | $92.06万 | 0.33% | 2,974 | 728 | 32.4% | $22.54万 | 加仓 |
| SNOW | SNOWFLAKE INC | $91.50万 | 0.33% | 6,067 | 730 | 13.7% | $11.01万 | 加仓 |
| GEV | GE VERNOVA INC | $90.78万 | 0.33% | 1,040 | 157 | 17.8% | $13.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.31万 | 0.33% | 6,174 | -191 | -3.0% | -$2.79万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $89.64万 | 0.33% | 4,126 | 563 | 15.8% | $12.23万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $87.92万 | 0.32% | 4,272 | -125 | -2.8% | -$2.57万 | 减仓 |
| IEMG | ISHARES INC | $80.60万 | 0.29% | 11,556 | -40 | -0.3% | -$2,790 | 减仓 |
| MA | MASTERCARD INCORPORATED | $77.88万 | 0.28% | 1,559 | 41 | 2.7% | $2.05万 | 加仓 |
| TSLA | TESLA INC | $76.33万 | 0.28% | 2,053 | 131 | 6.8% | $4.87万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $70.76万 | 0.26% | 9,354 | 6,459 | 223.1% | $48.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.36万 | 0.24% | 3,311 | -160 | -4.6% | -$3.25万 | 减仓 |
| MKL | MARKEL GROUP INC | $59.34万 | 0.22% | 310 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $55.32万 | 0.20% | 16,790 | 1,212 | 7.8% | $3.99万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $54.69万 | 0.20% | 2,588 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $54.61万 | 0.20% | 9,171 | 5,484 | 148.7% | $32.66万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $51.71万 | 0.19% | 10,387 | 10,387 | — | $51.71万 | 新建仓 |
| SYK | STRYKER CORPORATION | $41.90万 | 0.15% | 1,275 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $40.14万 | 0.15% | 3,269 | 3 | 0.1% | $368 | 加仓 |
| DE | DEERE & CO | $39.66万 | 0.14% | 704 | -7 | -1.0% | -$3,943 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.80万 | 0.14% | 816 | -100 | -10.9% | -$4.63万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.59万 | 0.14% | 1,748 | 2 | 0.1% | $430 | 加仓 |
| MCD | MCDONALDS CORP | $35.15万 | 0.13% | 1,131 | 97 | 9.4% | $3.01万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.29万 | 0.12% | 11,084 | 216 | 2.0% | $6,292 | 加仓 |
| AMGN | AMGEN INC | $31.70万 | 0.12% | 901 | 901 | — | $31.70万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $31.47万 | 0.11% | 12,352 | 12,352 | — | $31.47万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $30.42万 | 0.11% | 2,688 | -225 | -7.7% | -$2.55万 | 减仓 |
| SMH | VANECK ETF TRUST | $29.45万 | 0.11% | 768 | 768 | — | $29.45万 | 新建仓 |
| UNP | UNION PAC CORP | $28.56万 | 0.10% | 1,177 | 20 | 1.7% | $4,852 | 加仓 |
| CAVA | CAVA GROUP INC | $27.83万 | 0.10% | 3,440 | -1,177 | -25.5% | -$9.52万 | 减仓 |
| DVY | ISHARES TR | $27.56万 | 0.10% | 1,820 | -300 | -14.2% | -$4.54万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $27.34万 | 0.10% | 626 | 70 | 12.6% | $3.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.84万 | 0.09% | 756 | 756 | — | $25.84万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $25.67万 | 0.09% | 1,310 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $25.64万 | 0.09% | 1,599 | -20 | -1.2% | -$3,206 | 减仓 |
| ABT | ABBOTT LABORATORIES | $25.00万 | 0.09% | 2,435 | -100 | -3.9% | -$1.03万 | 减仓 |
| NDAQ | NASDAQ INC | $24.62万 | 0.09% | 2,900 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $22.96万 | 0.08% | 702 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.33万 | 0.08% | 572 | 572 | — | $22.33万 | 新建仓 |