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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $524.96万 | 4.64% | 53,037 | 1,484 | 2.9% | $14.69万 | 加仓 |
| SUB | ISHARES TR | $473.46万 | 4.19% | 44,469 | -1,020 | -2.2% | -$10.86万 | 减仓 |
| IVV | ISHARES TR | $403.65万 | 3.57% | 5,390 | -622 | -10.3% | -$46.58万 | 减仓 |
| ACWX | ISHARES TR | $390.56万 | 3.45% | 51,315 | 1,085 | 2.2% | $8.26万 | 加仓 |
| IGIB | ISHARES TR | $386.09万 | 3.41% | 72,615 | 72,615 | — | $386.09万 | 新建仓 |
| AAPL | APPLE INC | $360.92万 | 3.19% | 12,473 | -383 | -3.0% | -$11.08万 | 减仓 |
| IWF | ISHARES TR | $311.55万 | 2.76% | 25,091 | -2,013 | -7.4% | -$25.00万 | 减仓 |
| IWD | ISHARES TR | $305.90万 | 2.71% | 12,618 | -387 | -3.0% | -$9.38万 | 减仓 |
| BCI | ABRDN ETFS | $277.13万 | 2.45% | 124,050 | 4,040 | 3.4% | $9.03万 | 加仓 |
| SHY | ISHARES TR | $265.50万 | 2.35% | 32,335 | 22,243 | 220.4% | $182.64万 | 加仓 |
| GOOGL | ALPHABET INC | $202.45万 | 1.79% | 5,665 | -382 | -6.3% | -$13.65万 | 减仓 |
| MUB | ISHARES TR | $200.24万 | 1.77% | 18,606 | 3,034 | 19.5% | $32.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $197.48万 | 1.75% | 5,294 | -120 | -2.2% | -$4.48万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $190.91万 | 1.69% | 21,724 | -2,308 | -9.6% | -$20.28万 | 减仓 |
| DES | WISDOMTREE TR | $174.26万 | 1.54% | 42,836 | 1,536 | 3.7% | $6.25万 | 加仓 |
| HDV | ISHARES TR | $167.06万 | 1.48% | 60,948 | -152 | -0.2% | -$4,166 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $158.73万 | 1.40% | 6,250 | -529 | -7.8% | -$13.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $150.31万 | 1.33% | 7,512 | -228 | -2.9% | -$4.56万 | 减仓 |
| XBI | SPDR SERIES TRUST | $137.95万 | 1.22% | 8,717 | 39 | 0.4% | $6,172 | 加仓 |
| IDV | ISHARES TR | $132.91万 | 1.18% | 32,080 | -2,568 | -7.4% | -$10.64万 | 减仓 |
| AVGO | BROADCOM INC | $131.65万 | 1.16% | 3,485 | -487 | -12.3% | -$18.40万 | 减仓 |
| IEMG | ISHARES INC | $116.46万 | 1.03% | 14,058 | -60 | -0.4% | -$4,970 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $115.69万 | 1.02% | 5,438 | 275 | 5.3% | $5.85万 | 加仓 |
| IEUR | ISHARES TR | $114.72万 | 1.01% | 15,262 | 3,373 | 28.4% | $25.35万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $108.31万 | 0.96% | 41,292 | 10,112 | 32.4% | $26.52万 | 加仓 |
| IPAC | ISHARES TR | $107.14万 | 0.95% | 13,077 | 4,028 | 44.5% | $33.00万 | 加仓 |
| LLY | ELI LILLY & CO | $106.15万 | 0.94% | 885 | -6 | -0.7% | -$7,197 | 减仓 |
| CSCO | CISCO SYS INC | $104.63万 | 0.93% | 8,908 | -874 | -8.9% | -$10.27万 | 减仓 |
| GOVT | ISHARES TR | $104.08万 | 0.92% | 45,688 | 11,459 | 33.5% | $26.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $98.79万 | 0.87% | 3,018 | -182 | -5.7% | -$5.96万 | 减仓 |
| HYS | PIMCO ETF TR | $94.53万 | 0.84% | 10,108 | -264 | -2.5% | -$2.47万 | 减仓 |
| AMZN | AMAZON COM INC | $91.26万 | 0.81% | 3,829 | -24 | -0.6% | -$5,720 | 减仓 |
| ILCG | ISHARES TR | $79.99万 | 0.71% | 6,836 | 1,428 | 26.4% | $16.71万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $77.24万 | 0.68% | 2,307 | -12 | -0.5% | -$4,018 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $76.52万 | 0.68% | 24,422 | 3,498 | 16.7% | $10.96万 | 加仓 |
| DVY | ISHARES TR | $75.62万 | 0.67% | 4,838 | 24 | 0.5% | $3,751 | 加仓 |
| ABBV | ABBVIE INC | $74.38万 | 0.66% | 2,956 | -191 | -6.1% | -$4.81万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $72.02万 | 0.64% | 30,374 | -64 | -0.2% | -$1,517 | 减仓 |
| USHY | ISHARES TR | $69.70万 | 0.62% | 18,827 | 6,250 | 49.7% | $23.14万 | 加仓 |
| CAT | CATERPILLAR INC | $66.24万 | 0.59% | 622 | -19 | -3.0% | -$2.02万 | 减仓 |
| XEMD | BONDBLOXX ETF TRUST | $65.83万 | 0.58% | 14,655 | 9,278 | 172.5% | $41.68万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $64.45万 | 0.57% | 6,683 | 556 | 9.1% | $5.36万 | 加仓 |
| V | VISA INC | $63.71万 | 0.56% | 1,857 | 25 | 1.4% | $8,577 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $62.30万 | 0.55% | 666 | 15 | 2.3% | $1.40万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $60.93万 | 0.54% | 1,406 | 2 | 0.1% | $867 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $58.15万 | 0.51% | 12,892 | -479 | -3.6% | -$2.16万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $57.27万 | 0.51% | 6,649 | 6,649 | — | $57.27万 | 新建仓 |
| IEFA | ISHARES TR | $57.16万 | 0.51% | 5,919 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $56.72万 | 0.50% | 3,589 | -729 | -16.9% | -$11.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $56.52万 | 0.50% | 823 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $55.55万 | 0.49% | 2,549 | 2,549 | — | $55.55万 | 新建仓 |
| QCOM | QUALCOMM INC | $55.05万 | 0.49% | 2,979 | 162 | 5.8% | $2.99万 | 加仓 |
| NVS | NOVARTIS AG | $54.15万 | 0.48% | 3,455 | -396 | -10.3% | -$6.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.65万 | 0.47% | 12,672 | -920 | -6.8% | -$3.90万 | 减仓 |
| CVX | CHEVRON CORPORATION | $53.23万 | 0.47% | 3,211 | 203 | 6.7% | $3.36万 | 加仓 |
| FNB | F N B CORP | $52.54万 | 0.46% | 27,535 | 132 | 0.5% | $2,519 | 加仓 |
| IWN | ISHARES TR | $52.23万 | 0.46% | 2,361 | 9 | 0.4% | $1,991 | 加仓 |
| HSY | HERSHEY CO | $52.02万 | 0.46% | 2,965 | -78 | -2.6% | -$1.37万 | 减仓 |
| IWO | ISHARES TR | $50.35万 | 0.45% | 1,278 | 12 | 0.9% | $4,728 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $50.25万 | 0.44% | 48,787 | -13,102 | -21.2% | -$13.50万 | 减仓 |
| IWS | ISHARES TR | $49.92万 | 0.44% | 3,033 | -119 | -3.8% | -$1.96万 | 减仓 |
| PWR | QUANTA SVCS INC | $49.32万 | 0.44% | 685 | -34 | -4.7% | -$2.45万 | 减仓 |
| INTC | INTEL CORP | $48.69万 | 0.43% | 3,487 | 3,487 | — | $48.69万 | 新建仓 |
| EXC | EXELON CORP | $48.48万 | 0.43% | 10,400 | 449 | 4.5% | $2.09万 | 加仓 |
| AMGN | AMGEN INC | $46.86万 | 0.41% | 1,294 | -34 | -2.6% | -$1.23万 | 减仓 |
| TSLA | TESLA INC | $46.27万 | 0.41% | 1,100 | 16 | 1.5% | $6,730 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $46.17万 | 0.41% | 1,365 | -99 | -6.8% | -$3.35万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $45.29万 | 0.40% | 12,545 | 1,680 | 15.5% | $6.06万 | 加仓 |
| META | META PLATFORMS INC | $44.84万 | 0.40% | 796 | -42 | -5.0% | -$2.37万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $44.26万 | 0.39% | 10,323 | -2,250 | -17.9% | -$9.65万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.73万 | 0.39% | 12,924 | -4,448 | -25.6% | -$15.05万 | 减仓 |
| USMV | ISHARES TR | $43.45万 | 0.38% | 4,504 | 297 | 7.1% | $2.86万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.72万 | 0.37% | 7,241 | -148 | -2.0% | -$8,528 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.06万 | 0.36% | 2,800 | -97 | -3.3% | -$1.42万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.69万 | 0.36% | 1,447 | -111 | -7.1% | -$3.12万 | 减仓 |
| — | ISHARES TR | $40.48万 | 0.36% | 4,526 | -536 | -10.6% | -$4.79万 | 减仓 |
| DVYE | ISHARES INC | $40.26万 | 0.36% | 12,492 | -624 | -4.8% | -$2.01万 | 减仓 |
| DEM | WISDOMTREE TR | $39.65万 | 0.35% | 7,372 | -2,128 | -22.4% | -$11.45万 | 减仓 |
| DGRO | ISHARES TR | $39.49万 | 0.35% | 5,210 | -921 | -15.0% | -$6.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.38万 | 0.35% | 787 | 27 | 3.6% | $1.35万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $39.03万 | 0.35% | 3,616 | -227 | -5.9% | -$2.45万 | 减仓 |
| MTUM | ISHARES TR | $38.74万 | 0.34% | 1,130 | 1,130 | — | $38.74万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $38.46万 | 0.34% | 532 | 532 | — | $38.46万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $38.21万 | 0.34% | 3,024 | -624 | -17.1% | -$7.88万 | 减仓 |
| DE | DEERE & CO | $37.87万 | 0.33% | 597 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $37.43万 | 0.33% | 6,569 | -287 | -4.2% | -$1.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.39万 | 0.33% | 783 | -325 | -29.3% | -$15.52万 | 减仓 |
| F | FORD MTR CO | $36.70万 | 0.32% | 26,403 | -29 | -0.1% | -$403 | 减仓 |
| QUAL | ISHARES TR | $35.88万 | 0.32% | 1,635 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $35.58万 | 0.31% | 12,929 | 12,929 | — | $35.58万 | 新建仓 |
| PFFD | GLOBAL X FDS | $35.22万 | 0.31% | 18,844 | 2,436 | 14.8% | $4.55万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $34.97万 | 0.31% | 8,955 | -149 | -1.6% | -$5,818 | 减仓 |
| TFLO | ISHARES TR | $34.32万 | 0.30% | 6,778 | -3,610 | -34.8% | -$18.28万 | 减仓 |
| — | KRANESHARES TRUST | $34.23万 | 0.30% | 10,147 | 10,147 | — | $34.23万 | 新建仓 |
| WMT | WALMART INC | $33.94万 | 0.30% | 2,997 | -285 | -8.7% | -$3.23万 | 减仓 |
| — | KRANESHARES TRUST | $33.86万 | 0.30% | 10,210 | 10,210 | — | $33.86万 | 新建仓 |
| GOOG | ALPHABET INC | $33.81万 | 0.30% | 957 | 197 | 25.9% | $6.96万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $32.74万 | 0.29% | 10,527 | -2,818 | -21.1% | -$8.76万 | 减仓 |
| GLW | CORNING INC | $32.13万 | 0.28% | 1,258 | 1,258 | — | $32.13万 | 新建仓 |
| BTAL | AGF INVTS TR | $31.59万 | 0.28% | 28,329 | 28,329 | — | $31.59万 | 新建仓 |