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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $58.11万 | 0.59% | 2,319 | -26 | -1.1% | -$6,515 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $58.32万 | 0.59% | 30,438 | 202 | 0.7% | $3,870 | 加仓 |
| NVS | NOVARTIS AG | $58.82万 | 0.59% | 3,851 | -123 | -3.1% | -$1.88万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $59.05万 | 0.60% | 20,924 | -56 | -0.3% | -$1,580 | 减仓 |
| CVX | CHEVRON CORPORATION | $62.24万 | 0.63% | 3,008 | -6 | -0.2% | -$1,241 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $62.68万 | 0.63% | 12,573 | -82 | -0.6% | -$4,088 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $62.94万 | 0.64% | 61,889 | 688 | 1.1% | $6,997 | 加仓 |
| HSY | HERSHEY CO | $63.26万 | 0.64% | 3,043 | 18 | 0.6% | $3,742 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $63.95万 | 0.65% | 4,318 | -6 | -0.1% | -$889 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.87万 | 0.66% | 651 | 4 | 0.6% | $3,986 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $68.23万 | 0.69% | 13,592 | -246 | -1.8% | -$1.23万 | 减仓 |
| ABBV | ABBVIE INC | $68.44万 | 0.69% | 3,147 | -37 | -1.2% | -$8,047 | 减仓 |
| IPAC | ISHARES TR | $69.23万 | 0.70% | 9,049 | 635 | 7.5% | $4.86万 | 加仓 |
| DVY | ISHARES TR | $72.89万 | 0.74% | 4,814 | -11 | -0.2% | -$1,666 | 减仓 |
| CSCO | CISCO SYS INC | $75.90万 | 0.77% | 9,782 | -149 | -1.5% | -$1.16万 | 减仓 |
| GOVT | ISHARES TR | $78.42万 | 0.79% | 34,229 | 10,320 | 43.2% | $23.64万 | 加仓 |
| AMZN | AMAZON COM INC | $80.25万 | 0.81% | 3,853 | 44 | 1.2% | $9,164 | 加仓 |
| LLY | ELI LILLY & CO | $81.95万 | 0.83% | 891 | -74 | -7.7% | -$6.81万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $82.00万 | 0.83% | 31,180 | 1,365 | 4.6% | $3.59万 | 加仓 |
| SHY | ISHARES TR | $83.33万 | 0.84% | 10,092 | 501 | 5.2% | $4.14万 | 加仓 |
| IEUR | ISHARES TR | $83.54万 | 0.84% | 11,889 | 548 | 4.8% | $3.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $94.13万 | 0.95% | 3,200 | 17 | 0.5% | $5,001 | 加仓 |
| HYS | PIMCO ETF TR | $96.74万 | 0.98% | 10,372 | 196 | 1.9% | $1.83万 | 加仓 |
| IEMG | ISHARES INC | $98.47万 | 0.99% | 14,118 | -120 | -0.8% | -$8,370 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $99.09万 | 1.00% | 5,163 | 712 | 16.0% | $13.66万 | 加仓 |
| XBI | SPDR SERIES TRUST | $110.84万 | 1.12% | 8,678 | -210 | -2.4% | -$2.68万 | 减仓 |
| AVGO | BROADCOM INC | $122.94万 | 1.24% | 3,972 | 1 | 0.0% | $310 | 加仓 |
| NVDA | NVIDIA CORPORATION | $134.99万 | 1.36% | 7,740 | 53 | 0.7% | $9,243 | 加仓 |
| IDV | ISHARES TR | $147.46万 | 1.49% | 34,648 | -291 | -0.8% | -$1.24万 | 减仓 |
| DES | WISDOMTREE TR | $148.43万 | 1.50% | 41,300 | 292 | 0.7% | $1.05万 | 加仓 |
| MUB | ISHARES TR | $165.30万 | 1.67% | 15,572 | 786 | 5.3% | $8.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $165.71万 | 1.67% | 6,779 | -911 | -11.8% | -$22.27万 | 减仓 |
| HDV | ISHARES TR | $165.85万 | 1.67% | 12,220 | 51 | 0.4% | $6,922 | 加仓 |
| GOOGL | ALPHABET INC | $173.89万 | 1.76% | 6,047 | 234 | 4.0% | $6.73万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $183.94万 | 1.86% | 24,032 | 1,832 | 8.3% | $14.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $200.41万 | 2.02% | 5,414 | -120 | -2.2% | -$4.44万 | 减仓 |
| IWD | ISHARES TR | $277.88万 | 2.81% | 13,005 | -1,929 | -12.9% | -$41.22万 | 减仓 |
| IWF | ISHARES TR | $288.93万 | 2.92% | 6,776 | 111 | 1.7% | $4.73万 | 加仓 |
| BCI | ABRDN ETFS | $291.50万 | 2.94% | 120,010 | 508 | 0.4% | $1.23万 | 加仓 |
| AAPL | APPLE INC | $326.28万 | 3.29% | 12,856 | -228 | -1.7% | -$5.79万 | 减仓 |
| ACWX | ISHARES TR | $343.93万 | 3.47% | 50,230 | 6,165 | 14.0% | $42.21万 | 加仓 |
| ISTB | ISHARES TR | $362.66万 | 3.66% | 74,838 | 15,296 | 25.7% | $74.12万 | 加仓 |
| IVV | ISHARES TR | $392.71万 | 3.97% | 6,012 | -24 | -0.4% | -$1.57万 | 减仓 |
| SUB | ISHARES TR | $484.46万 | 4.89% | 45,489 | 2,296 | 5.3% | $24.45万 | 加仓 |
| AGG | ISHARES TR | $511.77万 | 5.17% | 51,553 | -559 | -1.1% | -$5.55万 | 减仓 |