INVESTED ADVISORS
STATE COLLEGE PA · SEC CIK 0002090165
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -74,838 | -100.0% | -$362.66万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -3,252 | -100.0% | -$41.66万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -3,294 | -100.0% | -$26.21万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -3,083 | -100.0% | -$24.84万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -1,860 | -100.0% | -$24.15万 | 清仓 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -10,171 | -100.0% | -$22.77万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | -5,665 | -100.0% | -$22.19万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,214 | -100.0% | -$20.60万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,084 | -100.0% | -$20.55万 | 清仓 |
| — | GRANITE PT MTG TR INC | $0 | 0.00% | 0 | -17,251 | -100.0% | -$2.50万 | 清仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $8.86万 | 0.08% | 42,168 | 16,721 | 65.7% | $3.51万 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $12.70万 | 0.11% | 40,069 | 1,840 | 4.8% | $5,833 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $19.77万 | 0.17% | 16,738 | -865 | -4.9% | -$1.02万 | 减仓 |
| — | KRANESHARES TRUST | $20.03万 | 0.18% | 3,817 | 3,817 | — | $20.03万 | 新建仓 |
| NVT | NVENT ELEC PLC | $20.08万 | 0.18% | 1,184 | 1,184 | — | $20.08万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.10万 | 0.18% | 1,376 | 1,376 | — | $20.10万 | 新建仓 |
| EUHY | ISHARES INC | $20.51万 | 0.18% | 3,808 | 3,808 | — | $20.51万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.61万 | 0.18% | 848 | 848 | — | $20.61万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $20.79万 | 0.18% | 5,601 | -2,749 | -32.9% | -$10.20万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $21.21万 | 0.19% | 13,452 | -310 | -2.3% | -$4,889 | 减仓 |
| UGI | UGI CORP NEW | $21.48万 | 0.19% | 6,218 | 71 | 1.2% | $2,452 | 加仓 |
| DAL | DELTA AIR LINES INC | $21.53万 | 0.19% | 2,299 | 2,299 | — | $21.53万 | 新建仓 |
| ORCL | ORACLE CORP | $21.59万 | 0.19% | 1,473 | -8 | -0.5% | -$1,172 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $21.64万 | 0.19% | 4,826 | 4,826 | — | $21.64万 | 新建仓 |
| WAB | WABTEC | $22.24万 | 0.20% | 825 | 825 | — | $22.24万 | 新建仓 |
| KO | COCA COLA CO | $22.29万 | 0.20% | 2,743 | -314 | -10.3% | -$2.55万 | 减仓 |
| O | REALTY INCOME CORP | $22.31万 | 0.20% | 3,600 | -26 | -0.7% | -$1,611 | 减仓 |
| WMB | WILLIAMS COS INC | $22.68万 | 0.20% | 3,051 | 289 | 10.5% | $2.15万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $23.26万 | 0.21% | 1,674 | 1,674 | — | $23.26万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.53万 | 0.21% | 10,003 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $23.60万 | 0.21% | 806 | 806 | — | $23.60万 | 新建仓 |
| UL | UNILEVER PLC | $23.67万 | 0.21% | 3,937 | -54 | -1.4% | -$3,247 | 减仓 |
| DIS | DISNEY WALT CO | $23.83万 | 0.21% | 2,476 | -61 | -2.4% | -$5,871 | 减仓 |
| GLDM | WORLD GOLD TR | $23.93万 | 0.21% | 3,013 | 704 | 30.5% | $5.59万 | 加仓 |
| IXUS | ISHARES TR | $24.60万 | 0.22% | 2,578 | -1,471 | -36.3% | -$14.04万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $24.82万 | 0.22% | 215 | 215 | — | $24.82万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $25.28万 | 0.22% | 10,704 | 176 | 1.7% | $4,157 | 加仓 |
| TTE | TOTALENERGIES SE | $25.35万 | 0.22% | 3,260 | -238 | -6.8% | -$1.85万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $25.36万 | 0.22% | 2,583 | -1,794 | -41.0% | -$17.62万 | 减仓 |
| LQD | ISHARES TR | $25.55万 | 0.23% | 2,343 | -960 | -29.1% | -$10.47万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $25.60万 | 0.23% | 558 | 66 | 13.4% | $3.03万 | 加仓 |
| GSK | GSK PLC | $26.25万 | 0.23% | 5,007 | -404 | -7.5% | -$2.12万 | 减仓 |
| MPC | MARATHON PETE CORP | $26.39万 | 0.23% | 1,032 | 7 | 0.7% | $1,790 | 加仓 |
| MRK | MERCK & CO INC | $26.73万 | 0.24% | 2,080 | -92 | -4.2% | -$1.18万 | 减仓 |
| AMLP | ALPS ETF TR | $27.54万 | 0.24% | 5,312 | 1,480 | 38.6% | $7.67万 | 加仓 |
| ENB | ENBRIDGE INC | $27.55万 | 0.24% | 5,082 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $27.58万 | 0.24% | 1,238 | -18 | -1.4% | -$4,010 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $28.24万 | 0.25% | 8,262 | -246 | -2.9% | -$8,408 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.68万 | 0.25% | 690 | 4 | 0.6% | $1,663 | 重新持有 |
| GBDC | GOLUB CAP BDC INC | $28.79万 | 0.25% | 22,355 | 428 | 2.0% | $5,513 | 加仓 |
| ING | ING GROEP N.V. | $28.99万 | 0.26% | 9,239 | -157 | -1.7% | -$4,927 | 减仓 |
| SPTI | SPDR SERIES TRUST | $29.11万 | 0.26% | 10,253 | 742 | 7.8% | $2.11万 | 加仓 |
| IEI | ISHARES TR | $29.39万 | 0.26% | 2,502 | 2,502 | — | $29.39万 | 新建仓 |
| EMXC | ISHARES INC | $29.59万 | 0.26% | 2,892 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $29.69万 | 0.26% | 6,526 | -127 | -1.9% | -$5,777 | 减仓 |
| HD | HOME DEPOT INC | $29.84万 | 0.26% | 846 | -50 | -5.6% | -$1.76万 | 减仓 |
| ASML | ASML HLDG NV | $29.84万 | 0.26% | 150 | -24 | -13.8% | -$4.77万 | 减仓 |
| EFAV | ISHARES TR | $29.87万 | 0.26% | 3,406 | 197 | 6.1% | $1.73万 | 加仓 |
| MCK | MCKESSON CORP | $30.22万 | 0.27% | 400 | -18 | -4.3% | -$1.36万 | 减仓 |
| IGLB | ISHARES TR | $30.51万 | 0.27% | 6,096 | 940 | 18.2% | $4.70万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $30.57万 | 0.27% | 825 | 24 | 3.0% | $8,894 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $31.36万 | 0.28% | 5,933 | 395 | 7.1% | $2.09万 | 加仓 |
| BTAL | AGF INVTS TR | $31.59万 | 0.28% | 28,329 | 28,329 | — | $31.59万 | 新建仓 |
| GLW | CORNING INC | $32.13万 | 0.28% | 1,258 | 1,258 | — | $32.13万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $32.74万 | 0.29% | 10,527 | -2,818 | -21.1% | -$8.76万 | 减仓 |
| GOOG | ALPHABET INC | $33.81万 | 0.30% | 957 | 197 | 25.9% | $6.96万 | 加仓 |
| — | KRANESHARES TRUST | $33.86万 | 0.30% | 10,210 | 10,210 | — | $33.86万 | 新建仓 |
| WMT | WALMART INC | $33.94万 | 0.30% | 2,997 | -285 | -8.7% | -$3.23万 | 减仓 |
| — | KRANESHARES TRUST | $34.23万 | 0.30% | 10,147 | 10,147 | — | $34.23万 | 新建仓 |
| TFLO | ISHARES TR | $34.32万 | 0.30% | 6,778 | -3,610 | -34.8% | -$18.28万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $34.97万 | 0.31% | 8,955 | -149 | -1.6% | -$5,818 | 减仓 |
| PFFD | GLOBAL X FDS | $35.22万 | 0.31% | 18,844 | 2,436 | 14.8% | $4.55万 | 加仓 |
| — | KRANESHARES TRUST | $35.58万 | 0.31% | 12,929 | 12,929 | — | $35.58万 | 新建仓 |
| QUAL | ISHARES TR | $35.88万 | 0.32% | 1,635 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $36.70万 | 0.32% | 26,403 | -29 | -0.1% | -$403 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.39万 | 0.33% | 783 | -325 | -29.3% | -$15.52万 | 减仓 |
| BAC | BANK OF AMER CORP | $37.43万 | 0.33% | 6,569 | -287 | -4.2% | -$1.64万 | 减仓 |
| DE | DEERE & CO | $37.87万 | 0.33% | 597 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $38.21万 | 0.34% | 3,024 | -624 | -17.1% | -$7.88万 | 减仓 |
| AMAT | APPLIED MATLS INC | $38.46万 | 0.34% | 532 | 532 | — | $38.46万 | 新建仓 |
| MTUM | ISHARES TR | $38.74万 | 0.34% | 1,130 | 1,130 | — | $38.74万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $39.03万 | 0.35% | 3,616 | -227 | -5.9% | -$2.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.38万 | 0.35% | 787 | 27 | 3.6% | $1.35万 | 加仓 |
| DGRO | ISHARES TR | $39.49万 | 0.35% | 5,210 | -921 | -15.0% | -$6.98万 | 减仓 |
| DEM | WISDOMTREE TR | $39.65万 | 0.35% | 7,372 | -2,128 | -22.4% | -$11.45万 | 减仓 |
| DVYE | ISHARES INC | $40.26万 | 0.36% | 12,492 | -624 | -4.8% | -$2.01万 | 减仓 |
| — | ISHARES TR | $40.48万 | 0.36% | 4,526 | -536 | -10.6% | -$4.79万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.69万 | 0.36% | 1,447 | -111 | -7.1% | -$3.12万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.06万 | 0.36% | 2,800 | -97 | -3.3% | -$1.42万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.72万 | 0.37% | 7,241 | -148 | -2.0% | -$8,528 | 减仓 |
| USMV | ISHARES TR | $43.45万 | 0.38% | 4,504 | 297 | 7.1% | $2.86万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.73万 | 0.39% | 12,924 | -4,448 | -25.6% | -$15.05万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $44.26万 | 0.39% | 10,323 | -2,250 | -17.9% | -$9.65万 | 减仓 |
| META | META PLATFORMS INC | $44.84万 | 0.40% | 796 | -42 | -5.0% | -$2.37万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $45.29万 | 0.40% | 12,545 | 1,680 | 15.5% | $6.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $46.17万 | 0.41% | 1,365 | -99 | -6.8% | -$3.35万 | 减仓 |
| TSLA | TESLA INC | $46.27万 | 0.41% | 1,100 | 16 | 1.5% | $6,730 | 加仓 |
| AMGN | AMGEN INC | $46.86万 | 0.41% | 1,294 | -34 | -2.6% | -$1.23万 | 减仓 |
| EXC | EXELON CORP | $48.48万 | 0.43% | 10,400 | 449 | 4.5% | $2.09万 | 加仓 |
| INTC | INTEL CORP | $48.69万 | 0.43% | 3,487 | 3,487 | — | $48.69万 | 新建仓 |