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 |
|---|---|---|---|---|---|---|---|---|
| SDIV | GLOBAL X FDS | $2.78万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $2.81万 | 0.02% | 145 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.83万 | 0.02% | 500 | 500 | — | $2.83万 | 新建仓 |
| RBRK | RUBRIK INC. | $2.94万 | 0.02% | 600 | 100 | 20.0% | $4,897 | 加仓 |
| IWB | ISHARES TR | $2.96万 | 0.03% | 83 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $2.98万 | 0.03% | 141 | 40 | 39.6% | $8,445 | 加仓 |
| D | DOMINION ENERGY INC | $3.09万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $3.12万 | 0.03% | 377 | 377 | — | $3.12万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $3.27万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $3.31万 | 0.03% | 151 | -50 | -24.9% | -$1.10万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $3.34万 | 0.03% | 902 | 902 | — | $3.34万 | 新建仓 |
| EXC | EXELON CORP | $3.37万 | 0.03% | 688 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH MANAGED DUR MUN I | $3.41万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $3.47万 | 0.03% | 6,813 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $3.52万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $3.52万 | 0.03% | 3,133 | 0 | 0.0% | — | 不变 |
| BIDD | BLACKROCK ETF TRUST | $3.79万 | 0.03% | 1,332 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES | $3.86万 | 0.03% | 3,200 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $3.88万 | 0.03% | 3,372 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $3.95万 | 0.03% | 800 | 800 | — | $3.95万 | 新建仓 |
| SBUX | STARBUCKS CORP | $4.03万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $4.04万 | 0.03% | 308 | 2 | 0.7% | $262 | 加仓 |
| FSK | FS KKR CAP CORP | $4.07万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $4.13万 | 0.04% | 520 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $4.21万 | 0.04% | 321 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $4.21万 | 0.04% | 911 | 911 | — | $4.21万 | 新建仓 |
| AMGN | AMGEN INC | $4.22万 | 0.04% | 120 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $4.25万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $4.35万 | 0.04% | 50 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4.46万 | 0.04% | 130 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.67万 | 0.04% | 1,699 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $4.67万 | 0.04% | 126 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.79万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $4.96万 | 0.04% | 83 | 24 | 40.7% | $1.43万 | 加仓 |
| SO | SOUTHERN CO | $5.11万 | 0.04% | 529 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $5.12万 | 0.04% | 1,700 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $5.21万 | 0.04% | 1,649 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $5.30万 | 0.04% | 439 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $5.54万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.57万 | 0.05% | 230 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $5.78万 | 0.05% | 59 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $5.90万 | 0.05% | 118 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $6.15万 | 0.05% | 227 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $6.26万 | 0.05% | 4,240 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6.37万 | 0.05% | 228 | 0 | 0.0% | — | 不变 |
| FUND | SPROTT FOCUS TR INC | $6.84万 | 0.06% | 7,171 | 105 | 1.5% | $1,002 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $6.90万 | 0.06% | 434 | 300 | 223.9% | $4.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6.96万 | 0.06% | 217 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $7.08万 | 0.06% | 100 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $7.10万 | 0.06% | 483 | 1 | 0.2% | $147 | 加仓 |
| DB | DEUTSCHE BK AG | $7.15万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $7.25万 | 0.06% | 83 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $7.34万 | 0.06% | 800 | -800 | -50.0% | -$7.34万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $7.37万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $7.43万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $7.79万 | 0.07% | 1,700 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.96万 | 0.07% | 400 | 200 | 100.0% | $3.98万 | 加仓 |
| TSLA | TESLA INC | $7.99万 | 0.07% | 215 | 15 | 7.5% | $5,576 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $8.50万 | 0.07% | 824 | 2 | 0.2% | $206 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $8.54万 | 0.07% | 1,060 | 1,050 | 10,500.0% | $8.46万 | 加仓 |
| T | AT&T INC | $9.28万 | 0.08% | 3,201 | -46 | -1.4% | -$1,334 | 减仓 |
| RIO | RIO TINTO PLC | $9.33万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $9.75万 | 0.08% | 1,500 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $9.79万 | 0.08% | 674 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $9.81万 | 0.08% | 850 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $9.86万 | 0.08% | 900 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $10.74万 | 0.09% | 280 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $11.47万 | 0.10% | 400 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $11.74万 | 0.10% | 710 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $11.84万 | 0.10% | 140 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $12.44万 | 0.11% | 966 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $12.49万 | 0.11% | 440 | 86 | 24.3% | $2.44万 | 加仓 |
| VAW | VANGUARD WORLD FD | $12.86万 | 0.11% | 571 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $12.95万 | 0.11% | 595 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $12.95万 | 0.11% | 1,400 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $13.48万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $13.74万 | 0.12% | 2,266 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $15.04万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $17.09万 | 0.14% | 800 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $17.10万 | 0.14% | 3,875 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $17.62万 | 0.15% | 599 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $17.71万 | 0.15% | 2,500 | 2,500 | — | $17.71万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $17.79万 | 0.15% | 1,100 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $17.94万 | 0.15% | 2,312 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $18.16万 | 0.15% | 3,699 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $18.19万 | 0.15% | 2,902 | -806 | -21.7% | -$5.05万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $18.61万 | 0.16% | 1,892 | 1 | 0.1% | $98 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $18.77万 | 0.16% | 16,100 | -12,449 | -43.6% | -$14.52万 | 减仓 |
| JBS | JBS N.V. | $20.15万 | 0.17% | 11,220 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $20.84万 | 0.18% | 1,812 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.16万 | 0.18% | 485 | 1 | 0.2% | $436 | 加仓 |
| ITA | ISHARES TR | $21.56万 | 0.18% | 985 | 985 | — | $21.56万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.79万 | 0.18% | 2,472 | 72 | 3.0% | $6,348 | 加仓 |
| IWO | ISHARES TR | $21.97万 | 0.19% | 700 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.23万 | 0.19% | 1,520 | 45 | 3.1% | $6,583 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $22.81万 | 0.19% | 10,300 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $23.46万 | 0.20% | 4,673 | 1 | 0.0% | $50 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $23.47万 | 0.20% | 5,938 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $24.26万 | 0.21% | 10,710 | 10,510 | 5,255.0% | $23.81万 | 加仓 |
| CME | CME GROUP INC | $24.96万 | 0.21% | 845 | 0 | 0.0% | — | 不变 |