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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $511.77万 | 5.17% | 51,553 | -559 | -1.1% | -$5.55万 | 减仓 |
| SUB | ISHARES TR | $484.46万 | 4.89% | 45,489 | 2,296 | 5.3% | $24.45万 | 加仓 |
| IVV | ISHARES TR | $392.71万 | 3.97% | 6,012 | -24 | -0.4% | -$1.57万 | 减仓 |
| ISTB | ISHARES TR | $362.66万 | 3.66% | 74,838 | 15,296 | 25.7% | $74.12万 | 加仓 |
| ACWX | ISHARES TR | $343.93万 | 3.47% | 50,230 | 6,165 | 14.0% | $42.21万 | 加仓 |
| AAPL | APPLE INC | $326.28万 | 3.29% | 12,856 | -228 | -1.7% | -$5.79万 | 减仓 |
| BCI | ABRDN ETFS | $291.50万 | 2.94% | 120,010 | 508 | 0.4% | $1.23万 | 加仓 |
| IWF | ISHARES TR | $288.93万 | 2.92% | 6,776 | 111 | 1.7% | $4.73万 | 加仓 |
| IWD | ISHARES TR | $277.88万 | 2.81% | 13,005 | -1,929 | -12.9% | -$41.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $200.41万 | 2.02% | 5,414 | -120 | -2.2% | -$4.44万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $183.94万 | 1.86% | 24,032 | 1,832 | 8.3% | $14.02万 | 加仓 |
| GOOGL | ALPHABET INC | $173.89万 | 1.76% | 6,047 | 234 | 4.0% | $6.73万 | 加仓 |
| HDV | ISHARES TR | $165.85万 | 1.67% | 12,220 | 51 | 0.4% | $6,922 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $165.71万 | 1.67% | 6,779 | -911 | -11.8% | -$22.27万 | 减仓 |
| MUB | ISHARES TR | $165.30万 | 1.67% | 15,572 | 786 | 5.3% | $8.34万 | 加仓 |
| DES | WISDOMTREE TR | $148.43万 | 1.50% | 41,300 | 292 | 0.7% | $1.05万 | 加仓 |
| IDV | ISHARES TR | $147.46万 | 1.49% | 34,648 | -291 | -0.8% | -$1.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $134.99万 | 1.36% | 7,740 | 53 | 0.7% | $9,243 | 加仓 |
| AVGO | BROADCOM INC | $122.94万 | 1.24% | 3,972 | 1 | 0.0% | $310 | 加仓 |
| XBI | SPDR SERIES TRUST | $110.84万 | 1.12% | 8,678 | -210 | -2.4% | -$2.68万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $99.09万 | 1.00% | 5,163 | 712 | 16.0% | $13.66万 | 加仓 |
| IEMG | ISHARES INC | $98.47万 | 0.99% | 14,118 | -120 | -0.8% | -$8,370 | 减仓 |
| HYS | PIMCO ETF TR | $96.74万 | 0.98% | 10,372 | 196 | 1.9% | $1.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $94.13万 | 0.95% | 3,200 | 17 | 0.5% | $5,001 | 加仓 |
| IEUR | ISHARES TR | $83.54万 | 0.84% | 11,889 | 548 | 4.8% | $3.85万 | 加仓 |
| SHY | ISHARES TR | $83.33万 | 0.84% | 10,092 | 501 | 5.2% | $4.14万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $82.00万 | 0.83% | 31,180 | 1,365 | 4.6% | $3.59万 | 加仓 |
| LLY | ELI LILLY & CO | $81.95万 | 0.83% | 891 | -74 | -7.7% | -$6.81万 | 减仓 |
| AMZN | AMAZON COM INC | $80.25万 | 0.81% | 3,853 | 44 | 1.2% | $9,164 | 加仓 |
| GOVT | ISHARES TR | $78.42万 | 0.79% | 34,229 | 10,320 | 43.2% | $23.64万 | 加仓 |
| CSCO | CISCO SYS INC | $75.90万 | 0.77% | 9,782 | -149 | -1.5% | -$1.16万 | 减仓 |
| DVY | ISHARES TR | $72.89万 | 0.74% | 4,814 | -11 | -0.2% | -$1,666 | 减仓 |
| IPAC | ISHARES TR | $69.23万 | 0.70% | 9,049 | 635 | 7.5% | $4.86万 | 加仓 |
| ABBV | ABBVIE INC | $68.44万 | 0.69% | 3,147 | -37 | -1.2% | -$8,047 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $68.23万 | 0.69% | 13,592 | -246 | -1.8% | -$1.23万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.87万 | 0.66% | 651 | 4 | 0.6% | $3,986 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $63.95万 | 0.65% | 4,318 | -6 | -0.1% | -$889 | 减仓 |
| HSY | HERSHEY CO | $63.26万 | 0.64% | 3,043 | 18 | 0.6% | $3,742 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $62.94万 | 0.64% | 61,889 | 688 | 1.1% | $6,997 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $62.68万 | 0.63% | 12,573 | -82 | -0.6% | -$4,088 | 减仓 |
| CVX | CHEVRON CORPORATION | $62.24万 | 0.63% | 3,008 | -6 | -0.2% | -$1,241 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $59.05万 | 0.60% | 20,924 | -56 | -0.3% | -$1,580 | 减仓 |
| NVS | NOVARTIS AG | $58.82万 | 0.59% | 3,851 | -123 | -3.1% | -$1.88万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $58.32万 | 0.59% | 30,438 | 202 | 0.7% | $3,870 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $58.11万 | 0.59% | 2,319 | -26 | -1.1% | -$6,515 | 减仓 |
| V | VISA INC | $55.37万 | 0.56% | 1,832 | -29 | -1.6% | -$8,765 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $54.35万 | 0.55% | 6,127 | 238 | 4.0% | $2.11万 | 加仓 |
| IEFA | ISHARES TR | $53.58万 | 0.54% | 5,919 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $52.60万 | 0.53% | 10,388 | 389 | 3.9% | $1.97万 | 加仓 |
| ILCG | ISHARES TR | $51.64万 | 0.52% | 5,408 | -177 | -3.2% | -$1.69万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $50.84万 | 0.51% | 3,648 | -959 | -20.8% | -$13.37万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $50.60万 | 0.51% | 17,372 | -414 | -2.3% | -$1.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $49.19万 | 0.50% | 823 | 105 | 14.6% | $6.28万 | 加仓 |
| EXC | EXELON CORP | $48.78万 | 0.49% | 9,951 | 36 | 0.4% | $1,765 | 加仓 |
| META | META PLATFORMS INC | $47.94万 | 0.48% | 838 | 25 | 3.1% | $1.43万 | 加仓 |
| DEM | WISDOMTREE TR | $47.21万 | 0.48% | 9,500 | -43 | -0.5% | -$2,137 | 减仓 |
| AMGN | AMGEN INC | $46.73万 | 0.47% | 1,328 | -11 | -0.8% | -$3,870 | 减仓 |
| USHY | ISHARES TR | $46.33万 | 0.47% | 12,577 | 339 | 2.8% | $1.25万 | 加仓 |
| IWS | ISHARES TR | $45.94万 | 0.46% | 3,152 | 4 | 0.1% | $583 | 加仓 |
| FNB | F N B CORP | $45.82万 | 0.46% | 27,403 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $45.41万 | 0.46% | 641 | 26 | 4.2% | $1.84万 | 加仓 |
| DVYE | ISHARES INC | $45.09万 | 0.46% | 13,116 | -47 | -0.4% | -$1,616 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.81万 | 0.45% | 7,389 | 135 | 1.9% | $8,188 | 加仓 |
| IWN | ISHARES TR | $44.59万 | 0.45% | 2,352 | 111 | 5.0% | $2.10万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $44.28万 | 0.45% | 1,464 | 10 | 0.7% | $3,025 | 加仓 |
| DGRO | ISHARES TR | $43.03万 | 0.43% | 6,131 | 860 | 16.3% | $6.04万 | 加仓 |
| — | ISHARES TR | $42.50万 | 0.43% | 5,062 | 38 | 0.8% | $3,190 | 加仓 |
| PG | PROCTER & GAMBLE CO | $41.84万 | 0.42% | 2,897 | -2 | -0.1% | -$289 | 减仓 |
| IWP | ISHARES TR | $41.66万 | 0.42% | 3,252 | 469 | 16.9% | $6.01万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $41.25万 | 0.42% | 4,377 | -39 | -0.9% | -$3,675 | 减仓 |
| WMT | WALMART INC | $40.79万 | 0.41% | 3,282 | -27 | -0.8% | -$3,356 | 减仓 |
| TSLA | TESLA INC | $40.30万 | 0.41% | 1,084 | -50 | -4.4% | -$1.86万 | 减仓 |
| IWO | ISHARES TR | $39.73万 | 0.40% | 1,266 | 51 | 4.2% | $1.60万 | 加仓 |
| PWR | QUANTA SVCS INC | $39.47万 | 0.40% | 719 | -3 | -0.4% | -$1,647 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $39.42万 | 0.40% | 10,865 | -69 | -0.6% | -$2,504 | 减仓 |
| USMV | ISHARES TR | $39.02万 | 0.39% | 4,207 | 363 | 9.4% | $3.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.76万 | 0.38% | 1,558 | 9 | 0.6% | $2,182 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $37.54万 | 0.38% | 3,843 | 23 | 0.6% | $2,247 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.44万 | 0.38% | 1,108 | 43 | 4.0% | $1.45万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $37.17万 | 0.38% | 13,345 | -28 | -0.2% | -$780 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.42万 | 0.37% | 760 | 4 | 0.5% | $1,917 | 加仓 |
| QCOM | QUALCOMM INC | $36.28万 | 0.37% | 2,817 | 1 | 0.0% | $129 | 加仓 |
| MCK | MCKESSON CORP | $36.17万 | 0.37% | 418 | -6 | -1.4% | -$5,192 | 减仓 |
| LQD | ISHARES TR | $35.99万 | 0.36% | 3,303 | -1,079 | -24.6% | -$11.76万 | 减仓 |
| IXUS | ISHARES TR | $35.08万 | 0.35% | 4,049 | 637 | 18.7% | $5.52万 | 加仓 |
| DE | DEERE & CO | $33.63万 | 0.34% | 597 | 1 | 0.2% | $563 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $33.46万 | 0.34% | 9,104 | -41 | -0.4% | -$1,507 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $33.43万 | 0.34% | 8,508 | 829 | 10.8% | $3.26万 | 加仓 |
| BAC | BANK AMERICA CORP | $33.42万 | 0.34% | 6,856 | -65 | -0.9% | -$3,169 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $33.26万 | 0.34% | 8,350 | -3,745 | -31.0% | -$14.92万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.84万 | 0.32% | 13,371 | 108 | 0.8% | $2,571 | 加仓 |
| TTE | TOTALENERGIES SE | $31.82万 | 0.32% | 3,498 | 3,498 | — | $31.82万 | 新建仓 |
| QUAL | ISHARES TR | $31.36万 | 0.32% | 1,635 | -6 | -0.4% | -$1,151 | 减仓 |
| F | FORD MTR CO | $30.50万 | 0.31% | 26,432 | -70 | -0.3% | -$808 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $30.35万 | 0.31% | 6,653 | 6,653 | — | $30.35万 | 新建仓 |
| PFFD | GLOBAL X FDS | $30.19万 | 0.30% | 16,408 | 11 | 0.1% | $202 | 加仓 |
| LRCX | LAM RESEARCH CORP | $30.00万 | 0.30% | 1,404 | -26 | -1.8% | -$5,555 | 减仓 |
| GSK | GSK PLC | $29.86万 | 0.30% | 5,411 | -126 | -2.3% | -$6,954 | 减仓 |
| HD | HOME DEPOT INC | $29.47万 | 0.30% | 896 | -41 | -4.4% | -$1.35万 | 减仓 |
| EFAV | ISHARES TR | $29.32万 | 0.30% | 3,209 | 238 | 8.0% | $2.17万 | 加仓 |