Advocate Investing Services LLC
WOODBINE MD · SEC CIK 0002110509
$1.30亿2026Q2 申报市值
460持仓数
40.1%前十大占比 · 第一大 10.1%
35 / 25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
RDVY 加仓+$132.62万
VYM 加仓+$95.43万
XLP 加仓+$50.21万
KMB 加仓+$46.32万
NOK 新建仓+$36.25万
2026Q2 卖出最多 按季末市值估算
VIG 减仓-$93.53万
SPH 减仓-$70.55万
BSM 清仓-$66.45万
GSY 减仓-$49.79万
ALAB 减仓-$22.94万
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 |
|---|---|---|---|---|---|---|---|---|
| U | UNITY SOFTWARE INC | $2,144 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $2,148 | 0.00% | 28 | 28 | — | $2,148 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $2,168 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2,185 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $2,222 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $2,229 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $2,243 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $2,259 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2,315 | 0.00% | 24 | 24 | — | $2,315 | 新建仓 |
| NVS | NOVARTIS AG | $2,351 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,371 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2,387 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $2,419 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $2,426 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $2,437 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $2,457 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2,680 | 0.00% | 85 | 1 | 1.2% | $32 | 加仓 |
| AMP | AMERIPRISE FINL INC | $2,753 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $2,760 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2,809 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2,884 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $3,037 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $3,095 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $3,115 | 0.00% | 21 | 21 | — | $3,115 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,181 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $3,234 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $3,287 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $3,353 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $3,383 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $3,499 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $3,515 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $3,528 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $3,593 | 0.00% | 50 | 50 | — | $3,593 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $3,632 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $3,733 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,820 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC | $3,890 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3,915 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3,972 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $4,083 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $4,103 | 0.00% | 36 | 10 | 38.5% | $1,140 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $4,120 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $4,135 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $4,148 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $4,169 | 0.00% | 47 | 8 | 20.5% | $710 | 加仓 |
| LAZ | LAZARD INC | $4,194 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $4,287 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,298 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $4,360 | 0.00% | 51 | 51 | — | $4,360 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $4,387 | 0.00% | 138 | 138 | — | $4,387 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $4,610 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4,621 | 0.00% | 52 | -325 | -86.2% | -$2.89万 | 减仓 |
| VHT | VANGUARD WORLD FD | $4,784 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $4,789 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $4,906 | 0.00% | 51 | 1 | 2.0% | $96 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4,986 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $5,096 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $5,120 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $5,233 | 0.00% | 84 | 1 | 1.2% | $62 | 加仓 |
| EMB | ISHARES TR | $5,400 | 0.00% | 56 | 6 | 12.0% | $579 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5,444 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $5,472 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $5,489 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5,577 | 0.00% | 100 | 100 | — | $5,577 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $5,615 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $5,637 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $5,674 | 0.00% | 249 | 40 | 19.1% | $911 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,730 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $5,772 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $5,801 | 0.00% | 23 | 22 | 2,200.0% | $5,549 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $5,869 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $5,950 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $5,974 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $6,054 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| — | RAFAEL HLDGS INC | $6,065 | 0.00% | 1,849 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $6,185 | 0.00% | 118 | 1 | 0.9% | $52 | 加仓 |
| GILD | GILEAD SCIENCES INC | $6,191 | 0.00% | 49 | 24 | 96.0% | $3,032 | 加仓 |
| GIS | GENERAL MILLS INC | $6,264 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $6,315 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $6,513 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $6,648 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $6,912 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $6,954 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $7,000 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $7,124 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $7,159 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $7,180 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $7,203 | 0.01% | 143 | 143 | — | $7,203 | 新建仓 |
| AMAT | APPLIED MATLS INC | $7,230 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $7,263 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $7,265 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $7,376 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $7,381 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $7,493 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $7,521 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $7,523 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $7,568 | 0.01% | 25 | 25 | — | $7,568 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $7,576 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $7,600 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $7,763 | 0.01% | 59 | 0 | 0.0% | — | 不变 |