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 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $7,824 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| BETR | BETTER HOME & FINANCE HOLDIN | $7,838 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,838 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $8,025 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8,173 | 0.01% | 222 | 3 | 1.4% | $110 | 加仓 |
| LLY | ELI LILLY & CO | $8,396 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $8,415 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $8,524 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $8,543 | 0.01% | 50 | 50 | — | $8,543 | 新建仓 |
| TMUS | T-MOBILE US INC | $8,722 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $8,751 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $8,960 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $9,282 | 0.01% | 130 | 130 | — | $9,282 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $9,466 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $9,641 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.04万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $1.04万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $1.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.07万 | 0.01% | 105 | 50 | 90.9% | $5,083 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $1.08万 | 0.01% | 216 | 216 | — | $1.08万 | 新建仓 |
| OKE | ONEOK INC NEW | $1.09万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| EEMS | ISHARES INC | $1.10万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $1.11万 | 0.01% | 89 | 89 | — | $1.11万 | 新建仓 |
| EWY | ISHARES INC | $1.11万 | 0.01% | 55 | 55 | — | $1.11万 | 新建仓 |
| YOU | CLEAR SECURE INC | $1.12万 | 0.01% | 201 | 201 | — | $1.12万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.12万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.14万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.16万 | 0.01% | 15 | -35 | -70.0% | -$2.70万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1.17万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $1.17万 | 0.01% | 133 | 133 | — | $1.17万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $1.17万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $1.21万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.30万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $1.34万 | 0.01% | 490 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.35万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.36万 | 0.01% | 212 | 95 | 81.2% | $6,081 | 加仓 |
| VICI | VICI PPTYS INC | $1.43万 | 0.01% | 539 | 456 | 549.4% | $1.21万 | 加仓 |
| MOD | MODINE MFG CO | $1.44万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.45万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.53万 | 0.01% | 318 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $1.60万 | 0.01% | 350 | 350 | — | $1.60万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $1.61万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $1.64万 | 0.01% | 313 | 82 | 35.5% | $4,292 | 加仓 |
| ABNB | AIRBNB INC | $1.65万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $1.66万 | 0.01% | 329 | 153 | 86.9% | $7,742 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1.67万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1.67万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.70万 | 0.01% | 845 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.71万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $1.72万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.80万 | 0.01% | 418 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $1.83万 | 0.01% | 1,641 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $1.84万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1.85万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $1.85万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $1.88万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1.90万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $1.94万 | 0.01% | 205 | 54 | 35.8% | $5,104 | 加仓 |
| MCD | MCDONALDS CORP | $1.95万 | 0.01% | 72 | 40 | 125.0% | $1.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2.01万 | 0.02% | 282 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $2.09万 | 0.02% | 400 | 200 | 100.0% | $1.04万 | 加仓 |
| ENB | ENBRIDGE INC | $2.14万 | 0.02% | 394 | 4 | 1.0% | $217 | 加仓 |
| CASY | CASEYS GEN STORES INC | $2.15万 | 0.02% | 27 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $2.15万 | 0.02% | 101 | -50 | -33.1% | -$1.07万 | 减仓 |
| IJS | ISHARES TR | $2.16万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| GNE | GENIE ENERGY LTD | $2.17万 | 0.02% | 1,499 | 0 | 0.0% | — | 不变 |
| TDF | TEMPLETON DRAGON FD INC | $2.18万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $2.33万 | 0.02% | 1,218 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $2.34万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $2.37万 | 0.02% | 471 | 210 | 80.5% | $1.06万 | 加仓 |
| APH | AMPHENOL CORP | $2.45万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $2.49万 | 0.02% | 250 | 150 | 150.0% | $1.49万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2.52万 | 0.02% | 500 | 500 | — | $2.52万 | 新建仓 |
| MRK | MERCK & CO INC | $2.56万 | 0.02% | 199 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.61万 | 0.02% | 74 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.62万 | 0.02% | 110 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $2.63万 | 0.02% | 305 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $2.64万 | 0.02% | 7,000 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS | $2.64万 | 0.02% | 275 | 275 | — | $2.64万 | 新建仓 |
| SDIV | GLOBAL X FDS | $2.69万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.71万 | 0.02% | 469 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $2.76万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $2.80万 | 0.02% | 50 | -50 | -50.0% | -$2.80万 | 减仓 |
| MTUM | ISHARES TR | $2.85万 | 0.02% | 83 | 54 | 186.2% | $1.85万 | 加仓 |
| GLW | CORNING INC | $2.94万 | 0.02% | 115 | 115 | — | $2.94万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $3.16万 | 0.02% | 3,133 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $3.16万 | 0.02% | 2,500 | 2,500 | — | $3.16万 | 新建仓 |
| EXC | EXELON CORP | $3.24万 | 0.02% | 694 | 6 | 0.9% | $280 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $3.25万 | 0.03% | 902 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $3.33万 | 0.03% | 152 | 59 | 63.4% | $1.29万 | 加仓 |
| IWB | ISHARES TR | $3.40万 | 0.03% | 83 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $3.40万 | 0.03% | 6,813 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $3.41万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $3.42万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $3.49万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $3.53万 | 0.03% | 819 | 604 | 280.9% | $2.60万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $3.62万 | 0.03% | 3,200 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $3.65万 | 0.03% | 364 | 244 | 203.3% | $2.45万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $3.70万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3.71万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |