Parsonex Advisory Services, Inc.
ENGLEWOOD CO · SEC CIK 0002107398
$1.02亿2026Q1 申报市值
56持仓数
48.6%前十大占比 · 第一大 9.1%
2 / 45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
AMZN 加仓+$91.37万
SHV 新建仓+$37.71万
BSX 加仓+$36.94万
ETN 加仓+$36.09万
CRWD 加仓+$35.10万
2026Q1 卖出最多 按季末市值估算
HCMT 清仓-$599.20万
AVGO 减仓-$245.53万
CWB 清仓-$196.94万
CGCP 清仓-$144.98万
DIS 减仓-$142.45万
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 |
|---|---|---|---|---|---|---|---|---|
| HCMT | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -155,393 | -100.0% | -$599.20万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -22,078 | -100.0% | -$196.94万 | 清仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -64,037 | -100.0% | -$144.98万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -19,236 | -100.0% | -$135.44万 | 清仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -43,130 | -100.0% | -$112.18万 | 清仓 |
| QQH | NORTHERN LTS FD TR III | $0 | 0.00% | 0 | -13,683 | -100.0% | -$105.86万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -3,969 | -100.0% | -$97.70万 | 清仓 |
| LGH | NORTHERN LTS FD TR III | $0 | 0.00% | 0 | -15,364 | -100.0% | -$95.21万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -4,754 | -100.0% | -$88.20万 | 清仓 |
| WLDN | WILLDAN GROUP INC | $0 | 0.00% | 0 | -6,250 | -100.0% | -$64.79万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -439 | -100.0% | -$58.38万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -4,659 | -100.0% | -$58.37万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -2,610 | -100.0% | -$45.77万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,773 | -100.0% | -$44.64万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -2,327 | -100.0% | -$43.19万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,826 | -100.0% | -$41.80万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -7,348 | -100.0% | -$39.55万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,659 | -100.0% | -$37.91万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | -6,759 | -100.0% | -$35.63万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,922 | -100.0% | -$35.34万 | 清仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -12,785 | -100.0% | -$35.31万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,722 | -100.0% | -$34.70万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,609 | -100.0% | -$33.78万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -1,557 | -100.0% | -$32.50万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,116 | -100.0% | -$32.41万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -389 | -100.0% | -$31.48万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -2,602 | -100.0% | -$29.86万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$29.76万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -1,679 | -100.0% | -$28.15万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -3,178 | -100.0% | -$28.06万 | 清仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $0 | 0.00% | 0 | -6,532 | -100.0% | -$26.28万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,832 | -100.0% | -$26.04万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -825 | -100.0% | -$25.82万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -997 | -100.0% | -$25.80万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,042 | -100.0% | -$25.25万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -5,078 | -100.0% | -$24.99万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,397 | -100.0% | -$24.86万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,575 | -100.0% | -$24.19万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,809 | -100.0% | -$24.05万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,031 | -100.0% | -$23.48万 | 清仓 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -6,031 | -100.0% | -$22.23万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -4,138 | -100.0% | -$21.87万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -838 | -100.0% | -$21.54万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -410 | -100.0% | -$21.43万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,789 | -100.0% | -$20.07万 | 清仓 |
| HD | HOME DEPOT INC | $20.33万 | 0.20% | 618 | -401 | -39.4% | -$13.19万 | 减仓 |
| AZN | ASTRAZENECA PLC | $20.63万 | 0.20% | 1,046 | 1,046 | — | $20.63万 | 新建仓 |
| GEV | GE VERNOVA INC | $21.47万 | 0.21% | 246 | -619 | -71.6% | -$54.03万 | 减仓 |
| AMGN | AMGEN INC | $21.50万 | 0.21% | 611 | -1,048 | -63.2% | -$36.87万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.28万 | 0.22% | 499 | -532 | -51.6% | -$23.76万 | 减仓 |
| RY | ROYAL BK CDA | $22.29万 | 0.22% | 1,378 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $23.12万 | 0.23% | 2,405 | -668 | -21.7% | -$6.42万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.26万 | 0.23% | 833 | -2,651 | -76.1% | -$74.03万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $23.47万 | 0.23% | 344 | -537 | -61.0% | -$36.64万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $23.55万 | 0.23% | 697 | -2,012 | -74.3% | -$67.97万 | 减仓 |
| LIN | LINDE PLC | $24.04万 | 0.24% | 485 | -1,161 | -70.5% | -$57.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $24.68万 | 0.24% | 494 | -149 | -23.2% | -$7.44万 | 减仓 |
| KLAC | KLA CORP | $27.53万 | 0.27% | 187 | -595 | -76.1% | -$87.61万 | 减仓 |
| ISTB | ISHARES TR | $28.96万 | 0.28% | 5,977 | -175 | -2.8% | -$8,480 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.89万 | 0.29% | 300 | -1 | -0.3% | -$996 | 减仓 |
| DIS | DISNEY WALT CO | $30.22万 | 0.30% | 3,136 | -14,780 | -82.5% | -$142.45万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $31.07万 | 0.30% | 6,466 | 69 | 1.1% | $3,315 | 加仓 |
| ASML | ASML HLDG NV | $33.42万 | 0.33% | 253 | -49 | -16.2% | -$6.47万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $35.58万 | 0.35% | 1,293 | -1,350 | -51.1% | -$37.15万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $36.76万 | 0.36% | 10,682 | -290 | -2.6% | -$9,979 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.32万 | 0.36% | 2,257 | -3,907 | -63.4% | -$64.60万 | 减仓 |
| SHV | ISHARES TR | $37.71万 | 0.37% | 3,416 | 3,416 | — | $37.71万 | 新建仓 |
| TSLA | TESLA INC | $42.68万 | 0.42% | 1,148 | -501 | -30.4% | -$18.62万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $45.68万 | 0.45% | 1,553 | -2,226 | -58.9% | -$65.48万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $46.12万 | 0.45% | 12,848 | -8,921 | -41.0% | -$32.03万 | 减仓 |
| VB | VANGUARD INDEX FDS | $46.97万 | 0.46% | 1,793 | -181 | -9.2% | -$4.74万 | 减仓 |
| GE | GE AEROSPACE | $51.50万 | 0.50% | 1,815 | -3,379 | -65.1% | -$95.89万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.88万 | 0.56% | 1,683 | -1,139 | -40.4% | -$38.49万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $71.38万 | 0.70% | 21,665 | -1,829 | -7.8% | -$6.03万 | 减仓 |
| META | META PLATFORMS INC | $123.41万 | 1.21% | 2,157 | -1,182 | -35.4% | -$67.63万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $180.08万 | 1.76% | 9,179 | -1,230 | -11.8% | -$24.13万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $203.89万 | 1.99% | 32,492 | 5,887 | 22.1% | $36.94万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $209.21万 | 2.05% | 49,180 | 7,461 | 17.9% | $31.74万 | 加仓 |
| CRM | SALESFORCE INC | $215.96万 | 2.11% | 11,569 | -1,419 | -10.9% | -$26.49万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $221.64万 | 2.17% | 34,588 | -4,115 | -10.6% | -$26.37万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $221.99万 | 2.17% | 4,578 | 531 | 13.1% | $25.75万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $240.95万 | 2.36% | 12,200 | 647 | 5.6% | $12.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $243.18万 | 2.38% | 8,987 | 292 | 3.4% | $7.90万 | 加仓 |
| ETN | EATON CORP PLC | $245.04万 | 2.40% | 6,851 | 1,009 | 17.3% | $36.09万 | 加仓 |
| AMZN | AMAZON COM INC | $263.67万 | 2.58% | 12,660 | 4,387 | 53.0% | $91.37万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $280.04万 | 2.74% | 29,798 | 2,863 | 10.6% | $26.91万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $293.27万 | 2.87% | 40,772 | 1,273 | 3.2% | $9.16万 | 加仓 |
| AVGO | BROADCOM INC | $310.16万 | 3.03% | 10,021 | -7,933 | -44.2% | -$245.53万 | 减仓 |
| BAC | BANK AMERICA CORP | $322.31万 | 3.15% | 66,114 | 2,678 | 4.2% | $13.06万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $360.46万 | 3.52% | 123,742 | -26,789 | -17.8% | -$78.04万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $364.12万 | 3.56% | 23,151 | 1,615 | 7.5% | $25.40万 | 加仓 |
| LLY | ELI LILLY & CO | $389.06万 | 3.80% | 4,230 | -286 | -6.3% | -$26.31万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $400.51万 | 3.92% | 8,688 | 616 | 7.6% | $28.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $415.98万 | 4.07% | 23,852 | -858 | -3.5% | -$14.96万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $440.17万 | 4.30% | 109,521 | -1,757 | -1.6% | -$7.06万 | 减仓 |
| V | VISA INC | $454.30万 | 4.44% | 15,031 | -1,580 | -9.5% | -$47.75万 | 减仓 |
| RTX | RTX CORPORATION | $461.17万 | 4.51% | 23,907 | -399 | -1.6% | -$7.70万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $479.81万 | 4.69% | 12,290 | 899 | 7.9% | $35.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $492.96万 | 4.82% | 13,317 | -3,500 | -20.8% | -$129.56万 | 减仓 |
| AAPL | APPLE INC | $501.32万 | 4.90% | 19,753 | -2,367 | -10.7% | -$60.07万 | 减仓 |