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 |
|---|---|---|---|---|---|---|---|---|
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,353.64万 | 11.47% | 270,079 | -52,215 | -16.2% | -$261.70万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $1,009.35万 | 8.55% | 283,604 | -300 | -0.1% | -$1.07万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $461.15万 | 3.91% | 56,252 | 14,012 | 33.2% | $114.87万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $438.83万 | 3.72% | 88,457 | 40,430 | 84.2% | $200.57万 | 加仓 |
| IXC | ISHARES TR | $363.97万 | 3.08% | 63,178 | -200 | -0.3% | -$1.15万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $341.30万 | 2.89% | 15,870 | 355 | 2.3% | $7.63万 | 加仓 |
| XME | SPDR SERIES TRUST | $337.45万 | 2.86% | 31,242 | -84 | -0.3% | -$9,073 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $214.77万 | 1.82% | 16,160 | -56 | -0.3% | -$7,442 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $209.83万 | 1.78% | 34,252 | -145 | -0.4% | -$8,883 | 减仓 |
| AAPL | APPLE INC | $198.16万 | 1.68% | 7,808 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $195.96万 | 1.66% | 15,767 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $186.61万 | 1.58% | 12,600 | 54 | 0.4% | $7,998 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $173.71万 | 1.47% | 35,186 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $167.32万 | 1.42% | 21,272 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $165.27万 | 1.40% | 4,465 | 386 | 9.5% | $14.29万 | 加仓 |
| ICSH | ISHARES TR | $142.89万 | 1.21% | 28,227 | -7,100 | -20.1% | -$35.94万 | 减仓 |
| VV | VANGUARD INDEX FDS | $137.47万 | 1.16% | 4,600 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.08万 | 1.14% | 2,077 | 457 | 28.2% | $29.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $133.77万 | 1.13% | 2,318 | 49 | 2.2% | $2.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $133.54万 | 1.13% | 1,914 | -10 | -0.5% | -$6,977 | 减仓 |
| ILF | ISHARES TR | $129.44万 | 1.10% | 36,441 | 16 | 0.0% | $568 | 加仓 |
| MOO | VANECK ETF TRUST | $128.95万 | 1.09% | 15,261 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $116.94万 | 0.99% | 6,705 | 275 | 4.3% | $4.80万 | 加仓 |
| FSLR | FIRST SOLAR INC | $113.03万 | 0.96% | 5,730 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $111.38万 | 0.94% | 1,529 | 2 | 0.1% | $1,457 | 加仓 |
| — | ABERDEEN INDIA FD INC | $108.59万 | 0.92% | 95,930 | 22,946 | 31.4% | $25.97万 | 加仓 |
| META | META PLATFORMS INC | $105.95万 | 0.90% | 1,852 | 1 | 0.1% | $572 | 加仓 |
| TJX | TJX COS INC NEW | $103.24万 | 0.87% | 6,465 | 1 | 0.0% | $160 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.16万 | 0.81% | 955 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $92.94万 | 0.79% | 1,650 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $92.07万 | 0.78% | 46,760 | 329 | 0.7% | $6,478 | 加仓 |
| AZN | ASTRAZENECA PLC | $89.74万 | 0.76% | 4,550 | 4,550 | — | $89.74万 | 新建仓 |
| EUFN | ISHARES TR | $89.70万 | 0.76% | 25,740 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD | $84.78万 | 0.72% | 28,534 | 28,534 | — | $84.78万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $84.48万 | 0.72% | 3,226 | -90 | -2.7% | -$2.36万 | 减仓 |
| IGV | ISHARES TR | $84.45万 | 0.72% | 10,550 | 9,450 | 859.1% | $75.65万 | 加仓 |
| CLX | CLOROX CO DEL | $83.10万 | 0.70% | 8,019 | 1,009 | 14.4% | $10.46万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $82.34万 | 0.70% | 148,369 | 7,121 | 5.0% | $3.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $81.72万 | 0.69% | 5,657 | 3,435 | 154.6% | $49.62万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $80.92万 | 0.69% | 4,125 | 4 | 0.1% | $785 | 加仓 |
| KHC | KRAFT HEINZ CO | $79.16万 | 0.67% | 35,198 | 2,613 | 8.0% | $5.88万 | 加仓 |
| USRT | ISHARES TR | $75.17万 | 0.64% | 12,700 | 12,700 | — | $75.17万 | 新建仓 |
| AMZN | AMAZON COM INC | $74.02万 | 0.63% | 3,554 | 30 | 0.9% | $6,248 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $73.89万 | 0.63% | 5,040 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $72.10万 | 0.61% | 10,926 | 25 | 0.2% | $1,650 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $71.74万 | 0.61% | 12,269 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $70.98万 | 0.60% | 2,623 | 1,555 | 145.6% | $42.08万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $67.33万 | 0.57% | 30,232 | 13,432 | 80.0% | $29.91万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $66.45万 | 0.56% | 43,948 | 185 | 0.4% | $2,797 | 加仓 |
| VOT | VANGUARD INDEX FDS | $65.19万 | 0.55% | 2,533 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $64.92万 | 0.55% | 22,611 | 41 | 0.2% | $1,177 | 加仓 |
| EWZ | ISHARES INC | $62.50万 | 0.53% | 16,279 | 1,400 | 9.4% | $5.37万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $62.02万 | 0.53% | 4,254 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $60.22万 | 0.51% | 6,200 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $59.47万 | 0.50% | 910 | 27 | 3.1% | $1.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $58.81万 | 0.50% | 2,406 | 81 | 3.5% | $1.98万 | 加仓 |
| BP | BP PLC | $53.16万 | 0.45% | 11,310 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $52.96万 | 0.45% | 5,490 | 5,490 | — | $52.96万 | 新建仓 |
| BAC | BANK AMERICA CORP | $51.27万 | 0.43% | 10,517 | -400 | -3.7% | -$1.95万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $50.41万 | 0.43% | 2,500 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $50.09万 | 0.42% | 31,485 | -180 | -0.6% | -$2,864 | 减仓 |
| GOOGL | ALPHABET INC | $49.56万 | 0.42% | 1,723 | 111 | 6.9% | $3.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $47.48万 | 0.40% | 2,295 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $46.64万 | 0.40% | 25,500 | -200 | -0.8% | -$3,658 | 减仓 |
| HAL | HALLIBURTON CO | $44.79万 | 0.38% | 11,488 | 1,023 | 9.8% | $3.99万 | 加仓 |
| PFE | PFIZER INC | $42.53万 | 0.36% | 15,145 | 178 | 1.2% | $4,998 | 加仓 |
| AVGO | BROADCOM INC | $42.09万 | 0.36% | 1,360 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $40.34万 | 0.34% | 8,150 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $39.99万 | 0.34% | 8,537 | 4,000 | 88.2% | $18.74万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $39.14万 | 0.33% | 2,268 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $37.48万 | 0.32% | 5,500 | -15,200 | -73.4% | -$103.57万 | 减仓 |
| GLD | SPDR GOLD TR | $37.13万 | 0.31% | 863 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $36.46万 | 0.31% | 855 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $35.28万 | 0.30% | 1,960 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $33.54万 | 0.28% | 3,480 | 3,340 | 2,385.7% | $32.19万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $33.14万 | 0.28% | 2,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $32.55万 | 0.28% | 3,500 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $31.37万 | 0.27% | 17,410 | 14,342 | 467.5% | $25.84万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $30.64万 | 0.26% | 11,100 | 11,100 | — | $30.64万 | 新建仓 |
| WPC | WP CAREY INC | $28.94万 | 0.25% | 4,259 | 1 | 0.0% | $68 | 加仓 |
| VO | VANGUARD INDEX FDS | $28.64万 | 0.24% | 997 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $28.55万 | 0.24% | 31,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $28.48万 | 0.24% | 1,400 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $26.03万 | 0.22% | 12,546 | 146 | 1.2% | $3,030 | 加仓 |
| — | EXXON MOBIL CORP | $25.81万 | 0.22% | 1,521 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $24.96万 | 0.21% | 845 | 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 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $23.47万 | 0.20% | 5,938 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $23.46万 | 0.20% | 4,673 | 1 | 0.0% | $50 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $22.81万 | 0.19% | 10,300 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.23万 | 0.19% | 1,520 | 45 | 3.1% | $6,583 | 加仓 |
| IWO | ISHARES TR | $21.97万 | 0.19% | 700 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $21.79万 | 0.18% | 2,472 | 72 | 3.0% | $6,348 | 加仓 |
| ITA | ISHARES TR | $21.56万 | 0.18% | 985 | 985 | — | $21.56万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $21.16万 | 0.18% | 485 | 1 | 0.2% | $436 | 加仓 |
| BX | BLACKSTONE INC | $20.84万 | 0.18% | 1,812 | 0 | 0.0% | — | 不变 |
| JBS | JBS N.V. | $20.15万 | 0.17% | 11,220 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR | $18.77万 | 0.16% | 16,100 | -12,449 | -43.6% | -$14.52万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $18.61万 | 0.16% | 1,892 | 1 | 0.1% | $98 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $18.19万 | 0.15% | 2,902 | -806 | -21.7% | -$5.05万 | 减仓 |