13F 机构持仓

INVESTED ADVISORS

STATE COLLEGE PA · SEC CIK 0002090165

2026Q22026Q1 更早 9 个季度 🔒
$1.13亿2026Q2 申报市值
152持仓数
32.7%前十大占比 · 第一大 4.6%
23 / 10新建仓 / 清仓
申报市值走势$1.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGG 4.6%
SUB 4.2%
IVV 3.6%
ACWX 3.5%
IGIB 3.4%
AAPL 3.2%
IWF 2.8%
IWD 2.7%
BCI 2.5%
SHY 2.3%

2026Q2 买入最多 按季末市值估算

IGIB 新建仓+$386.09万
SHY 加仓+$182.64万
VUG 新建仓+$57.27万
VTV 新建仓+$55.55万
INTC 新建仓+$48.69万

2026Q2 卖出最多 按季末市值估算

ISTB 清仓-$362.66万
IVV 减仓-$46.58万
IWP 清仓-$41.66万
HYG 清仓-$26.21万
IWF 减仓-$25.00万

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
PWR QUANTA SVCS INC $49.32万0.44%685 -34-4.7% -$2.45万 减仓
IWS ISHARES TR $49.92万0.44%3,033 -119-3.8% -$1.96万 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $50.25万0.44%48,787 -13,102-21.2% -$13.50万 减仓
IWO ISHARES TR $50.35万0.45%1,278 120.9% $4,728 加仓
HSY HERSHEY CO $52.02万0.46%2,965 -78-2.6% -$1.37万 减仓
IWN ISHARES TR $52.23万0.46%2,361 90.4% $1,991 加仓
FNB F N B CORP $52.54万0.46%27,535 1320.5% $2,519 加仓
CVX CHEVRON CORPORATION $53.23万0.47%3,211 2036.7% $3.36万 加仓
VZ VERIZON COMMUNICATIONS INC $53.65万0.47%12,672 -920-6.8% -$3.90万 减仓
NVS NOVARTIS AG $54.15万0.48%3,455 -396-10.3% -$6.21万 减仓
QCOM QUALCOMM INC $55.05万0.49%2,979 1625.8% $2.99万 加仓
VTV VANGUARD INDEX FDS $55.55万0.49%2,549 2,549— $55.55万 新建仓
VOO VANGUARD INDEX FDS $56.52万0.50%823 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $56.72万0.50%3,589 -729-16.9% -$11.52万 减仓
IEFA ISHARES TR $57.16万0.51%5,919 00.0% — 不变
VUG VANGUARD INDEX FDS $57.27万0.51%6,649 6,649— $57.27万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $58.15万0.51%12,892 -479-3.6% -$2.16万 减仓
LRCX LAM RESEARCH CORP $60.93万0.54%1,406 20.1% $867 加仓
COST COSTCO WHOLESALE CORPORATION $62.30万0.55%666 152.3% $1.40万 加仓
V VISA INC $63.71万0.56%1,857 251.4% $8,577 加仓
VNQ VANGUARD INDEX FDS $64.45万0.57%6,683 5569.1% $5.36万 加仓
XEMD BONDBLOXX ETF TRUST $65.83万0.58%14,655 9,278172.5% $41.68万 加仓
CAT CATERPILLAR INC $66.24万0.59%622 -19-3.0% -$2.02万 减仓
USHY ISHARES TR $69.70万0.62%18,827 6,25049.7% $23.14万 加仓
HST HOST HOTELS & RESORTS INC $72.02万0.64%30,374 -64-0.2% -$1,517 减仓
ABBV ABBVIE INC $74.38万0.66%2,956 -191-6.1% -$4.81万 减仓
DVY ISHARES TR $75.62万0.67%4,838 240.5% $3,751 加仓
— FRANKLIN TEMPLETON ETF TR $76.52万0.68%24,422 3,49816.7% $10.96万 加仓
VRT VERTIV HOLDINGS CO $77.24万0.68%2,307 -12-0.5% -$4,018 减仓
ILCG ISHARES TR $79.99万0.71%6,836 1,42826.4% $16.71万 加仓
AMZN AMAZON COM INC $91.26万0.81%3,829 -24-0.6% -$5,720 减仓
HYS PIMCO ETF TR $94.53万0.84%10,108 -264-2.5% -$2.47万 减仓
JPM JPMORGAN CHASE & CO $98.79万0.87%3,018 -182-5.7% -$5.96万 减仓
GOVT ISHARES TR $104.08万0.92%45,688 11,45933.5% $26.10万 加仓
CSCO CISCO SYS INC $104.63万0.93%8,908 -874-8.9% -$10.27万 减仓
LLY ELI LILLY & CO $106.15万0.94%885 -6-0.7% -$7,197 减仓
IPAC ISHARES TR $107.14万0.95%13,077 4,02844.5% $33.00万 加仓
SPTL SPDR SERIES TRUST $108.31万0.96%41,292 10,11232.4% $26.52万 加仓
IEUR ISHARES TR $114.72万1.01%15,262 3,37328.4% $25.35万 加仓
RSP INVESCO EXCHANGE TRADED FD T $115.69万1.02%5,438 2755.3% $5.85万 加仓
IEMG ISHARES INC $116.46万1.03%14,058 -60-0.4% -$4,970 减仓
AVGO BROADCOM INC $131.65万1.16%3,485 -487-12.3% -$18.40万 减仓
IDV ISHARES TR $132.91万1.18%32,080 -2,568-7.4% -$10.64万 减仓
XBI SPDR SERIES TRUST $137.95万1.22%8,717 390.4% $6,172 加仓
NVDA NVIDIA CORPORATION $150.31万1.33%7,512 -228-2.9% -$4.56万 减仓
JNJ JOHNSON & JOHNSON $158.73万1.40%6,250 -529-7.8% -$13.44万 减仓
HDV ISHARES TR $167.06万1.48%60,948 -152-0.2% -$4,166 减仓
DES WISDOMTREE TR $174.26万1.54%42,836 1,5363.7% $6.25万 加仓
SPYM SPDR SERIES TRUST $190.91万1.69%21,724 -2,308-9.6% -$20.28万 减仓
MSFT MICROSOFT CORP $197.48万1.75%5,294 -120-2.2% -$4.48万 减仓
MUB ISHARES TR $200.24万1.77%18,606 3,03419.5% $32.65万 加仓
GOOGL ALPHABET INC $202.45万1.79%5,665 -382-6.3% -$13.65万 减仓
SHY ISHARES TR $265.50万2.35%32,335 22,243220.4% $182.64万 加仓
BCI ABRDN ETFS $277.13万2.45%124,050 4,0403.4% $9.03万 加仓
IWD ISHARES TR $305.90万2.71%12,618 -387-3.0% -$9.38万 减仓
IWF ISHARES TR $311.55万2.76%25,091 -2,013-7.4% -$25.00万 减仓
AAPL APPLE INC $360.92万3.19%12,473 -383-3.0% -$11.08万 减仓
IGIB ISHARES TR $386.09万3.41%72,615 72,615— $386.09万 新建仓
ACWX ISHARES TR $390.56万3.45%51,315 1,0852.2% $8.26万 加仓
IVV ISHARES TR $403.65万3.57%5,390 -622-10.3% -$46.58万 减仓
SUB ISHARES TR $473.46万4.19%44,469 -1,020-2.2% -$10.86万 减仓
AGG ISHARES TR $524.96万4.64%53,037 1,4842.9% $14.69万 加仓