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 |
|---|---|---|---|---|---|---|---|---|
| GNE | GENIE ENERGY LTD | $2.12万 | 0.02% | 1,499 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2.11万 | 0.02% | 390 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $2.05万 | 0.02% | 1,641 | -318 | -16.2% | -$3,978 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1.97万 | 0.02% | 27 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.95万 | 0.02% | 280 | 148 | 112.1% | $1.03万 | 加仓 |
| ROKU | ROKU INC | $1.89万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.89万 | 0.02% | 418 | -100 | -19.3% | -$4,523 | 减仓 |
| IJS | ISHARES TR | $1.87万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1.85万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.81万 | 0.02% | 282 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1.79万 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1.78万 | 0.02% | 93 | -31 | -25.0% | -$5,947 | 减仓 |
| APH | AMPHENOL CORP | $1.76万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $1.75万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.75万 | 0.01% | 845 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.69万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.66万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.55万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.48万 | 0.01% | 318 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1.45万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $1.43万 | 0.01% | 151 | 151 | — | $1.43万 | 新建仓 |
| OEF | ISHARES TR | $1.43万 | 0.01% | 45 | 36 | 400.0% | $1.15万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1.42万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $1.39万 | 0.01% | 187 | 187 | — | $1.39万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $1.32万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $1.25万 | 0.01% | 375 | -260 | -40.9% | -$8,637 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $1.23万 | 0.01% | 181 | 106 | 141.3% | $7,227 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.22万 | 0.01% | 371 | 371 | — | $1.22万 | 新建仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $1.22万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $1.21万 | 0.01% | 120 | 120 | — | $1.21万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $1.20万 | 0.01% | 231 | 231 | — | $1.20万 | 新建仓 |
| EWT | ISHARES INC | $1.20万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1.19万 | 0.01% | 50 | 50 | — | $1.19万 | 新建仓 |
| — | OCCIDENTAL PETE CORP | $1.19万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.18万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $1.17万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.16万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.16万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $1.13万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.10万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1.09万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.09万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $1.09万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.08万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $1.08万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1.06万 | 0.01% | 125 | 125 | — | $1.06万 | 新建仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $1.05万 | 0.01% | 200 | 200 | — | $1.05万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $1.05万 | 0.01% | 140 | 140 | — | $1.05万 | 新建仓 |
| MET | METLIFE INC | $1.03万 | 0.01% | 145 | 145 | — | $1.03万 | 新建仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $1.02万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| EEMS | ISHARES INC | $1.00万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $9,966 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $9,945 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $9,357 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $9,110 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $9,041 | 0.01% | 490 | 490 | — | $9,041 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $8,975 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $8,807 | 0.01% | 176 | 176 | — | $8,807 | 新建仓 |
| ADBE | ADOBE INC | $8,750 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $8,592 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $8,457 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $8,330 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $8,328 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $8,321 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8,295 | 0.01% | 219 | 3 | 1.4% | $114 | 加仓 |
| EOG | EOG RES INC | $8,096 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $8,076 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $8,063 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $8,029 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $7,788 | 0.01% | 215 | 201 | 1,435.7% | $7,281 | 加仓 |
| CTAS | CINTAS CORP | $7,780 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $7,747 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $7,640 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $7,518 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $7,329 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $7,182 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $7,147 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,111 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $7,051 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $6,960 | 0.01% | 29 | 29 | — | $6,960 | 新建仓 |
| GIS | GENERAL MILLS INC | $6,700 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,662 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $6,574 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $6,486 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $6,459 | 0.01% | 117 | 1 | 0.9% | $55 | 加仓 |
| LLY | ELI LILLY & CO | $6,438 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $6,417 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $6,266 | 0.01% | 544 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $6,200 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $6,160 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $6,018 | 0.01% | 100 | -116 | -53.7% | -$6,981 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $5,949 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $5,847 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $5,622 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $5,557 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $5,467 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $5,376 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $5,371 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $5,338 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $5,319 | 0.00% | 45 | 0 | 0.0% | — | 不变 |