INVESTED ADVISORS
STATE COLLEGE PA · SEC CIK 0002090165
$9,902.96万2026Q1 申报市值
138持仓数
35.1%前十大占比 · 第一大 5.2%
10 / 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
ISTB 加仓+$74.12万
ACWX 加仓+$42.21万
TTE 新建仓+$31.82万
FBND 新建仓+$30.35万
MPC 新建仓+$25.03万
2026Q1 卖出最多 按季末市值估算
IWD 减仓-$41.22万
ROP 清仓-$22.52万
JNJ 减仓-$22.27万
CCI 清仓-$21.46万
SPIB 清仓-$21.11万
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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -506 | -100.0% | -$22.52万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,415 | -100.0% | -$21.46万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,243 | -100.0% | -$21.11万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -1,964 | -100.0% | -$20.85万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -838 | -100.0% | -$20.21万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -1,465 | -100.0% | -$20.19万 | 清仓 |
| — | GRANITE PT MTG TR INC | $2.50万 | 0.03% | 17,251 | -15,516 | -47.4% | -$2.25万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $6.08万 | 0.06% | 25,447 | -70 | -0.3% | -$167 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $10.36万 | 0.10% | 38,229 | 3,203 | 9.1% | $8,680 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $18.69万 | 0.19% | 17,603 | -333 | -1.9% | -$3,536 | 减仓 |
| WMB | WILLIAMS COS INC | $20.10万 | 0.20% | 2,762 | 2,762 | — | $20.10万 | 新建仓 |
| AMLP | ALPS ETF TR | $20.17万 | 0.20% | 3,832 | 3,832 | — | $20.17万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $20.33万 | 0.21% | 13,762 | 291 | 2.2% | $4,298 | 加仓 |
| DHR | DANAHER CORP DEL | $20.55万 | 0.21% | 1,084 | -20 | -1.8% | -$3,792 | 减仓 |
| — | EXXON MOBIL CORP | $20.60万 | 0.21% | 1,214 | 1,214 | — | $20.60万 | 新建仓 |
| NUE | NUCOR CORP | $21.24万 | 0.21% | 1,256 | -4 | -0.3% | -$676 | 减仓 |
| GLDM | WORLD GOLD TR | $21.40万 | 0.22% | 2,309 | -62 | -2.6% | -$5,747 | 减仓 |
| ORCL | ORACLE CORP | $21.79万 | 0.22% | 1,481 | 67 | 4.7% | $9,856 | 加仓 |
| GOOG | ALPHABET INC | $21.80万 | 0.22% | 760 | -12 | -1.6% | -$3,442 | 减仓 |
| AMP | AMERIPRISE FINL INC | $21.86万 | 0.22% | 492 | 15 | 3.1% | $6,666 | 加仓 |
| O | REALTY INCOME CORP | $22.18万 | 0.22% | 3,626 | -2 | -0.1% | -$122 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $22.19万 | 0.22% | 5,665 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $22.39万 | 0.23% | 6,147 | -98 | -1.6% | -$3,569 | 减仓 |
| UL | UNILEVER PLC | $22.74万 | 0.23% | 3,991 | 4 | 0.1% | $228 | 加仓 |
| EMXC | ISHARES INC | $22.75万 | 0.23% | 2,892 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $22.77万 | 0.23% | 10,171 | 10,171 | — | $22.77万 | 新建仓 |
| ASML | ASML HLDG NV | $22.98万 | 0.23% | 174 | 174 | — | $22.98万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $22.99万 | 0.23% | 10,003 | -3,780 | -27.4% | -$8.69万 | 重新持有 |
| KO | COCA COLA CO | $23.25万 | 0.23% | 3,057 | -266 | -8.0% | -$2.02万 | 减仓 |
| XEMD | BONDBLOXX ETF TRUST | $23.63万 | 0.24% | 5,377 | 222 | 4.3% | $9,757 | 加仓 |
| KHC | KRAFT HEINZ CO | $23.68万 | 0.24% | 10,528 | 178 | 1.7% | $4,003 | 加仓 |
| CF | CF INDUSTRIES HOLD | $24.15万 | 0.24% | 1,860 | 1,860 | — | $24.15万 | 新建仓 |
| DIS | DISNEY WALT CO | $24.45万 | 0.25% | 2,537 | 6 | 0.2% | $578 | 加仓 |
| ING | ING GROEP N.V. | $24.48万 | 0.25% | 9,396 | 136 | 1.5% | $3,543 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.84万 | 0.25% | 3,083 | 3,083 | — | $24.84万 | 新建仓 |
| MPC | MARATHON PETE CORP | $25.03万 | 0.25% | 1,025 | 1,025 | — | $25.03万 | 新建仓 |
| IGLB | ISHARES TR | $25.59万 | 0.26% | 5,156 | 88 | 1.7% | $4,368 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $25.71万 | 0.26% | 5,538 | 722 | 15.0% | $3.35万 | 加仓 |
| MRK | MERCK & CO INC | $26.13万 | 0.26% | 2,172 | 145 | 7.2% | $1.74万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $26.20万 | 0.26% | 801 | -9 | -1.1% | -$2,944 | 减仓 |
| HYG | ISHARES TR | $26.21万 | 0.26% | 3,294 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $27.26万 | 0.28% | 9,511 | 156 | 1.7% | $4,471 | 加仓 |
| ENB | ENBRIDGE INC | $27.51万 | 0.28% | 5,082 | -90 | -1.7% | -$4,873 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $27.76万 | 0.28% | 21,927 | 623 | 2.9% | $7,887 | 加仓 |
| EFAV | ISHARES TR | $29.32万 | 0.30% | 3,209 | 238 | 8.0% | $2.17万 | 加仓 |
| HD | HOME DEPOT INC | $29.47万 | 0.30% | 896 | -41 | -4.4% | -$1.35万 | 减仓 |
| GSK | GSK PLC | $29.86万 | 0.30% | 5,411 | -126 | -2.3% | -$6,954 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.00万 | 0.30% | 1,404 | -26 | -1.8% | -$5,555 | 减仓 |
| PFFD | GLOBAL X FDS | $30.19万 | 0.30% | 16,408 | 11 | 0.1% | $202 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $30.35万 | 0.31% | 6,653 | 6,653 | — | $30.35万 | 新建仓 |
| F | FORD MTR CO | $30.50万 | 0.31% | 26,432 | -70 | -0.3% | -$808 | 减仓 |
| QUAL | ISHARES TR | $31.36万 | 0.32% | 1,635 | -6 | -0.4% | -$1,151 | 减仓 |
| TTE | TOTALENERGIES SE | $31.82万 | 0.32% | 3,498 | 3,498 | — | $31.82万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.84万 | 0.32% | 13,371 | 108 | 0.8% | $2,571 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $33.26万 | 0.34% | 8,350 | -3,745 | -31.0% | -$14.92万 | 减仓 |
| BAC | BANK AMERICA CORP | $33.42万 | 0.34% | 6,856 | -65 | -0.9% | -$3,169 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $33.43万 | 0.34% | 8,508 | 829 | 10.8% | $3.26万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $33.46万 | 0.34% | 9,104 | -41 | -0.4% | -$1,507 | 减仓 |
| DE | DEERE & CO | $33.63万 | 0.34% | 597 | 1 | 0.2% | $563 | 加仓 |
| IXUS | ISHARES TR | $35.08万 | 0.35% | 4,049 | 637 | 18.7% | $5.52万 | 加仓 |
| LQD | ISHARES TR | $35.99万 | 0.36% | 3,303 | -1,079 | -24.6% | -$11.76万 | 减仓 |
| MCK | MCKESSON CORP | $36.17万 | 0.37% | 418 | -6 | -1.4% | -$5,192 | 减仓 |
| QCOM | QUALCOMM INC | $36.28万 | 0.37% | 2,817 | 1 | 0.0% | $129 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.42万 | 0.37% | 760 | 4 | 0.5% | $1,917 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $37.17万 | 0.38% | 13,345 | -28 | -0.2% | -$780 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.44万 | 0.38% | 1,108 | 43 | 4.0% | $1.45万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $37.54万 | 0.38% | 3,843 | 23 | 0.6% | $2,247 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.76万 | 0.38% | 1,558 | 9 | 0.6% | $2,182 | 加仓 |
| USMV | ISHARES TR | $39.02万 | 0.39% | 4,207 | 363 | 9.4% | $3.37万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $39.42万 | 0.40% | 10,865 | -69 | -0.6% | -$2,504 | 减仓 |
| PWR | QUANTA SVCS INC | $39.47万 | 0.40% | 719 | -3 | -0.4% | -$1,647 | 减仓 |
| IWO | ISHARES TR | $39.73万 | 0.40% | 1,266 | 51 | 4.2% | $1.60万 | 加仓 |
| TSLA | TESLA INC | $40.30万 | 0.41% | 1,084 | -50 | -4.4% | -$1.86万 | 减仓 |
| WMT | WALMART INC | $40.79万 | 0.41% | 3,282 | -27 | -0.8% | -$3,356 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $41.25万 | 0.42% | 4,377 | -39 | -0.9% | -$3,675 | 减仓 |
| IWP | ISHARES TR | $41.66万 | 0.42% | 3,252 | 469 | 16.9% | $6.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $41.84万 | 0.42% | 2,897 | -2 | -0.1% | -$289 | 减仓 |
| — | ISHARES TR | $42.50万 | 0.43% | 5,062 | 38 | 0.8% | $3,190 | 加仓 |
| DGRO | ISHARES TR | $43.03万 | 0.43% | 6,131 | 860 | 16.3% | $6.04万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $44.28万 | 0.45% | 1,464 | 10 | 0.7% | $3,025 | 加仓 |
| IWN | ISHARES TR | $44.59万 | 0.45% | 2,352 | 111 | 5.0% | $2.10万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.81万 | 0.45% | 7,389 | 135 | 1.9% | $8,188 | 加仓 |
| DVYE | ISHARES INC | $45.09万 | 0.46% | 13,116 | -47 | -0.4% | -$1,616 | 减仓 |
| CAT | CATERPILLAR INC | $45.41万 | 0.46% | 641 | 26 | 4.2% | $1.84万 | 加仓 |
| FNB | F N B CORP | $45.82万 | 0.46% | 27,403 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $45.94万 | 0.46% | 3,152 | 4 | 0.1% | $583 | 加仓 |
| USHY | ISHARES TR | $46.33万 | 0.47% | 12,577 | 339 | 2.8% | $1.25万 | 加仓 |
| AMGN | AMGEN INC | $46.73万 | 0.47% | 1,328 | -11 | -0.8% | -$3,870 | 减仓 |
| DEM | WISDOMTREE TR | $47.21万 | 0.48% | 9,500 | -43 | -0.5% | -$2,137 | 减仓 |
| META | META PLATFORMS INC | $47.94万 | 0.48% | 838 | 25 | 3.1% | $1.43万 | 加仓 |
| EXC | EXELON CORP | $48.78万 | 0.49% | 9,951 | 36 | 0.4% | $1,765 | 加仓 |
| VOO | VANGUARD INDEX FDS | $49.19万 | 0.50% | 823 | 105 | 14.6% | $6.28万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $50.60万 | 0.51% | 17,372 | -414 | -2.3% | -$1.21万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $50.84万 | 0.51% | 3,648 | -959 | -20.8% | -$13.37万 | 减仓 |
| ILCG | ISHARES TR | $51.64万 | 0.52% | 5,408 | -177 | -3.2% | -$1.69万 | 减仓 |
| TFLO | ISHARES TR | $52.60万 | 0.53% | 10,388 | 389 | 3.9% | $1.97万 | 加仓 |
| IEFA | ISHARES TR | $53.58万 | 0.54% | 5,919 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $54.35万 | 0.55% | 6,127 | 238 | 4.0% | $2.11万 | 加仓 |
| V | VISA INC | $55.37万 | 0.56% | 1,832 | -29 | -1.6% | -$8,765 | 减仓 |