Advocate Investing Services LLC
WOODBINE MD · SEC CIK 0002110509
$1.18亿2026Q1 申报市值
447持仓数
41.8%前十大占比 · 第一大 11.5%
35 / 36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
SPHD 加仓+$200.57万
XLP 加仓+$114.87万
AZN 新建仓+$89.74万
FLNG 新建仓+$84.78万
IGV 加仓+$75.65万
2026Q1 卖出最多 按季末市值估算
GSY 减仓-$261.70万
SLV 减仓-$103.57万
AZN 清仓-$83.66万
ICSH 减仓-$35.94万
VOD 清仓-$15.98万
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 |
|---|---|---|---|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | $1,436 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $1,445 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1,479 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $1,537 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1,541 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $1,563 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $1,590 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,601 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $1,622 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $1,646 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $1,655 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $1,665 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,680 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $1,808 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $1,824 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $1,888 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $1,898 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1,915 | 0.00% | 8 | -9 | -52.9% | -$2,154 | 减仓 |
| PSX | PHILLIPS 66 | $2,004 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2,036 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $2,036 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $2,043 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $2,077 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $2,144 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $2,211 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,250 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $2,262 | 0.00% | 83 | 2 | 2.5% | $55 | 加仓 |
| NVS | NOVARTIS AG | $2,291 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | RAFAEL HLDGS INC | $2,311 | 0.00% | 1,849 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $2,314 | 0.00% | 26 | 7 | 36.8% | $623 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $2,358 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2,415 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $2,526 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $2,533 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2,554 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2,573 | 0.00% | 84 | 1 | 1.2% | $31 | 加仓 |
| AMP | AMERIPRISE FINL INC | $2,666 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $2,683 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2,737 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $2,743 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $2,800 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2,835 | 0.00% | 25 | -2 | -7.4% | -$227 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,870 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2,943 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $3,025 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,042 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $3,084 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | LINKBANCORP INC | $3,102 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3,123 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3,181 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $3,326 | 0.00% | 395 | -120 | -23.3% | -$1,010 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $3,347 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $3,348 | 0.00% | 124 | -10 | -7.5% | -$270 | 减仓 |
| FMC | FMC CORP | $3,358 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3,418 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $3,471 | 0.00% | 39 | 39 | — | $3,471 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $3,484 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $3,508 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $3,532 | 0.00% | 55 | 55 | — | $3,532 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,635 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $3,688 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3,774 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $3,844 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC | $3,850 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $3,877 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $3,921 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $4,000 | 0.00% | 40 | 1 | 2.6% | $100 | 加仓 |
| PLAB | PHOTRONICS INC | $4,203 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $4,248 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $4,357 | 0.00% | 16 | 16 | — | $4,357 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $4,483 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $4,660 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $4,678 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $4,697 | 0.00% | 50 | 50 | — | $4,697 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $4,711 | 0.00% | 50 | -51 | -50.5% | -$4,805 | 减仓 |
| GOVT | ISHARES TR | $4,788 | 0.00% | 209 | 209 | — | $4,788 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $4,817 | 0.00% | 52 | 1 | 2.0% | $93 | 加仓 |
| V | VISA INC | $4,836 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $4,932 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $5,060 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $5,101 | 0.00% | 83 | 1 | 1.2% | $61 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $5,188 | 0.00% | 50 | 50 | — | $5,188 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,189 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $5,198 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $5,198 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $5,319 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $5,338 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $5,371 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $5,376 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $5,467 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $5,557 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $5,622 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $5,847 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5,949 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $6,018 | 0.01% | 100 | -116 | -53.7% | -$6,981 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,160 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $6,200 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $6,266 | 0.01% | 544 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $6,417 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $6,438 | 0.01% | 7 | 0 | 0.0% | — | 不变 |