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 |
|---|---|---|---|---|---|---|---|---|
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,304.65万 | 10.05% | 260,150 | -9,929 | -3.7% | -$49.79万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $1,160.16万 | 8.94% | 282,278 | -1,326 | -0.5% | -$5.45万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $517.49万 | 3.99% | 62,296 | 6,044 | 10.7% | $50.21万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $481.26万 | 3.71% | 94,662 | 6,205 | 7.0% | $31.55万 | 加仓 |
| XME | SPDR SERIES TRUST | $323.14万 | 2.49% | 30,220 | -1,022 | -3.3% | -$10.93万 | 减仓 |
| IXC | ISHARES TR | $310.48万 | 2.39% | 63,195 | 17 | 0.0% | $835 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $305.78万 | 2.36% | 16,050 | -110 | -0.7% | -$2.10万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $294.55万 | 2.27% | 18,639 | 6,039 | 47.9% | $95.43万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $281.97万 | 2.17% | 11,917 | -3,953 | -24.9% | -$93.53万 | 减仓 |
| AAPL | APPLE INC | $227.06万 | 1.75% | 7,847 | 39 | 0.5% | $1.13万 | 加仓 |
| VGT | VANGUARD WORLD FD | $211.47万 | 1.63% | 17,694 | 2,382 | 15.6% | $28.47万 | 加仓 |
| EMXC | ISHARES INC | $210.50万 | 1.62% | 20,577 | -695 | -3.3% | -$7.11万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $187.64万 | 1.45% | 35,000 | -186 | -0.5% | -$9,971 | 减仓 |
| WMT | WALMART INC | $178.59万 | 1.38% | 15,768 | 1 | 0.0% | $113 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $174.97万 | 1.35% | 32,945 | -1,307 | -3.8% | -$6.94万 | 减仓 |
| URI | UNITED RENTALS INC | $173.37万 | 1.34% | 1,530 | 1 | 0.1% | $1,133 | 加仓 |
| QQQ | INVESCO QQQ TR | $168.83万 | 1.30% | 2,293 | -25 | -1.1% | -$1.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $168.62万 | 1.30% | 4,520 | 55 | 1.2% | $2.05万 | 加仓 |
| ICSH | ISHARES TR | $163.94万 | 1.26% | 32,412 | 4,185 | 14.8% | $21.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $158.20万 | 1.22% | 4,600 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $138.30万 | 1.07% | 1,852 | -225 | -10.8% | -$16.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $135.65万 | 1.04% | 6,779 | 74 | 1.1% | $1.48万 | 加仓 |
| FSLR | FIRST SOLAR INC | $135.21万 | 1.04% | 5,730 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $132.96万 | 1.02% | 16,403 | 16,361 | 38,954.8% | $132.62万 | 加仓 |
| ILF | ISHARES TR | $123.09万 | 0.95% | 36,472 | 31 | 0.1% | $1,046 | 加仓 |
| MOO | VANECK ETF TRUST | $120.87万 | 0.93% | 15,261 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $107.61万 | 0.83% | 2,589 | -34 | -1.3% | -$1.41万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $106.59万 | 0.82% | 9,710 | 4,220 | 76.9% | $46.32万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $105.40万 | 0.81% | 7,187 | 1,530 | 27.0% | $22.44万 | 加仓 |
| DE | DEERE & CO | $104.66万 | 0.81% | 1,650 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $100.36万 | 0.77% | 25,740 | 0 | 0.0% | — | 不变 |
| — | ABERDEEN INDIA FD INC | $98.31万 | 0.76% | 83,668 | -12,262 | -12.8% | -$14.41万 | 减仓 |
| VB | VANGUARD INDEX FDS | $98.04万 | 0.76% | 3,234 | 8 | 0.2% | $2,425 | 加仓 |
| META | META PLATFORMS INC | $97.30万 | 0.75% | 1,727 | -125 | -6.7% | -$7.04万 | 减仓 |
| TJX | TJX COS INC NEW | $94.02万 | 0.72% | 6,206 | -259 | -4.0% | -$3.92万 | 减仓 |
| IGV | ISHARES TR | $93.32万 | 0.72% | 10,300 | -250 | -2.4% | -$2.27万 | 减仓 |
| CLX | CLOROX CO DEL | $92.76万 | 0.71% | 9,719 | 1,700 | 21.2% | $16.22万 | 加仓 |
| KHC | KRAFT HEINZ CO | $89.99万 | 0.69% | 38,098 | 2,900 | 8.2% | $6.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $89.34万 | 0.69% | 955 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $87.87万 | 0.68% | 151,243 | 2,874 | 1.9% | $1.67万 | 加仓 |
| AMZN | AMAZON COM INC | $87.14万 | 0.67% | 3,656 | 102 | 2.9% | $2.43万 | 加仓 |
| AZN | ASTRAZENECA PLC | $86.28万 | 0.66% | 4,550 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $85.59万 | 0.66% | 38,432 | 8,200 | 27.1% | $18.26万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $85.37万 | 0.66% | 3,917 | -208 | -5.0% | -$4.53万 | 减仓 |
| USRT | ISHARES TR | $84.39万 | 0.65% | 12,700 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $84.37万 | 0.65% | 11,726 | 800 | 7.3% | $5.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $81.33万 | 0.63% | 1,400 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD | $81.11万 | 0.62% | 28,907 | 373 | 1.3% | $1.05万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $79.96万 | 0.62% | 5,040 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $78.21万 | 0.60% | 12,269 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $77.59万 | 0.60% | 2,533 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $73.97万 | 0.57% | 988 | 78 | 8.6% | $5.84万 | 加仓 |
| INDA | ISHARES TR | $66.86万 | 0.52% | 13,537 | 5,000 | 58.6% | $24.70万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $66.80万 | 0.51% | 27,211 | 4,600 | 20.3% | $11.29万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $65.65万 | 0.51% | 4,255 | 1 | 0.0% | $154 | 加仓 |
| EFA | ISHARES TR | $64.41万 | 0.50% | 6,200 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $63.93万 | 0.49% | 1,789 | 66 | 3.8% | $2.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $61.11万 | 0.47% | 2,406 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $59.92万 | 0.46% | 10,517 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $56.16万 | 0.43% | 16,279 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $54.11万 | 0.42% | 3,875 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $52.25万 | 0.40% | 25,500 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $51.37万 | 0.40% | 1,360 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $50.33万 | 0.39% | 2,500 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $46.65万 | 0.36% | 31,020 | -465 | -1.5% | -$6,994 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $43.06万 | 0.33% | 8,150 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $42.47万 | 0.33% | 3,420 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $41.79万 | 0.32% | 11,310 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $39.72万 | 0.31% | 1,960 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $39.18万 | 0.30% | 4,071 | 591 | 17.0% | $5.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.13万 | 0.29% | 2,240 | -55 | -2.4% | -$9,117 | 减仓 |
| AMT | AMERICAN TOWER CORP | $37.10万 | 0.29% | 2,268 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $36.48万 | 0.28% | 15,148 | 3 | 0.0% | $72 | 加仓 |
| NOK | NOKIA CORP | $36.25万 | 0.28% | 27,300 | 27,300 | — | $36.25万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $35.33万 | 0.27% | 2,000 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $34.32万 | 0.26% | 3,193 | 1,301 | 68.8% | $13.99万 | 加仓 |
| VO | VANGUARD INDEX FDS | $33.03万 | 0.25% | 4,100 | 112 | 2.8% | $9,023 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $32.59万 | 0.25% | 1,180 | 1,130 | 2,260.0% | $31.21万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $32.26万 | 0.25% | 17,410 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $31.96万 | 0.25% | 31,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $31.79万 | 0.24% | 863 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $31.30万 | 0.24% | 12,610 | 1,900 | 17.7% | $4.72万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $30.93万 | 0.24% | 10,300 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $30.46万 | 0.23% | 4,260 | 1 | 0.0% | $71 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $30.38万 | 0.23% | 11,100 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $29.66万 | 0.23% | 8,738 | -2,750 | -23.9% | -$9.34万 | 减仓 |
| SLV | ISHARES SILVER TR | $29.41万 | 0.23% | 5,500 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $28.60万 | 0.22% | 1,180 | 195 | 19.8% | $4.73万 | 加仓 |
| IWO | ISHARES TR | $27.58万 | 0.21% | 700 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $27.16万 | 0.21% | 2,312 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $27.14万 | 0.21% | 3,500 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $23.84万 | 0.18% | 2,653 | -249 | -8.6% | -$2.24万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $23.14万 | 0.18% | 2,687 | -223 | -7.7% | -$1.92万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $22.86万 | 0.18% | 5,938 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $21.51万 | 0.17% | 3,699 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $21.32万 | 0.16% | 1,812 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $20.80万 | 0.16% | 1,521 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $20.53万 | 0.16% | 425 | -475 | -52.8% | -$22.94万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $20.38万 | 0.16% | 1,100 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $20.27万 | 0.16% | 12,546 | 0 | 0.0% | — | 不变 |