TSG Advice Partners, LLC
COLUMBUS OH · SEC CIK 0002111347
$6.67亿2026Q1 申报市值
135持仓数
62.9%前十大占比 · 第一大 10.3%
23 / 4新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHG 新建仓+$4,752.16万
SPDW 新建仓+$3,783.23万
SPYM 加仓+$3,664.48万
VT 加仓+$3,090.18万
SCHV 新建仓+$3,087.09万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1.68亿
MDY 减仓-$4,179.71万
SPY 减仓-$3,290.53万
IVW 减仓-$2,937.21万
IWM 减仓-$2,848.67万
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 |
|---|---|---|---|---|---|---|---|---|
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -9,716 | -100.0% | -$46.07万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,622 | -100.0% | -$23.07万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -672 | -100.0% | -$22.18万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -3,817 | -100.0% | -$20.22万 | 清仓 |
| SLDP | SOLID POWER INC | $3.00万 | 0.00% | 10,000 | -91 | -0.9% | -$273 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $20.28万 | 0.03% | 591 | 591 | — | $20.28万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.71万 | 0.03% | 2,204 | 162 | 7.9% | $1.52万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.41万 | 0.03% | 1,635 | 1,635 | — | $21.41万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.80万 | 0.03% | 1,693 | -194 | -10.3% | -$2.50万 | 减仓 |
| HYD | VANECK ETF TRUST | $22.35万 | 0.03% | 4,458 | 4,458 | — | $22.35万 | 新建仓 |
| INTC | INTEL CORP | $22.36万 | 0.03% | 5,068 | 5,068 | — | $22.36万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $22.59万 | 0.03% | 595 | -4 | -0.7% | -$1,519 | 减仓 |
| DSI | ISHARES TR | $22.94万 | 0.03% | 1,893 | 128 | 7.3% | $1.55万 | 加仓 |
| ITOT | ISHARES TR | $22.96万 | 0.03% | 1,612 | 3 | 0.2% | $427 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.18万 | 0.03% | 2,496 | 2,496 | — | $23.18万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.34万 | 0.03% | 772 | -48 | -5.9% | -$1.45万 | 减仓 |
| AMGN | AMGEN INC | $24.96万 | 0.04% | 709 | 69 | 10.8% | $2.43万 | 加仓 |
| CRM | SALESFORCE INC | $25.05万 | 0.04% | 1,342 | 199 | 17.4% | $3.71万 | 加仓 |
| TIP | ISHARES TR | $25.40万 | 0.04% | 2,302 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $25.59万 | 0.04% | 7,077 | -138 | -1.9% | -$4,990 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.60万 | 0.04% | 424 | 424 | — | $25.60万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $26.81万 | 0.04% | 2,779 | 2,779 | — | $26.81万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $27.10万 | 0.04% | 10,928 | 20 | 0.2% | $496 | 加仓 |
| GEV | GE VERNOVA INC | $27.79万 | 0.04% | 318 | 2 | 0.6% | $1,748 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $28.36万 | 0.04% | 6,260 | -240 | -3.7% | -$1.09万 | 减仓 |
| — | HONEYWELL INTL INC | $28.88万 | 0.04% | 1,278 | -110 | -7.9% | -$2.49万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $29.04万 | 0.04% | 7,012 | 7,012 | — | $29.04万 | 新建仓 |
| SBUX | STARBUCKS CORP | $29.37万 | 0.04% | 3,279 | 136 | 4.3% | $1.22万 | 加仓 |
| CAT | CATERPILLAR INC | $29.85万 | 0.04% | 421 | 18 | 4.5% | $1.28万 | 加仓 |
| MOAT | VANECK ETF TRUST | $30.03万 | 0.04% | 3,105 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.10万 | 0.05% | 4,853 | -17 | -0.3% | -$1,089 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.50万 | 0.05% | 5,194 | 5,194 | — | $31.50万 | 新建仓 |
| LOW | LOWES COS INC | $32.44万 | 0.05% | 1,373 | 44 | 3.3% | $1.04万 | 加仓 |
| DIS | DISNEY WALT CO | $33.18万 | 0.05% | 3,443 | 476 | 16.0% | $4.59万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.62万 | 0.05% | 1,048 | -1 | -0.1% | -$321 | 减仓 |
| VTV | VANGUARD INDEX FDS | $34.10万 | 0.05% | 1,738 | -62 | -3.4% | -$1.22万 | 减仓 |
| T | AT&T INC | $35.24万 | 0.05% | 12,155 | 1,772 | 17.1% | $5.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $35.50万 | 0.05% | 1,051 | 1,051 | — | $35.50万 | 新建仓 |
| BAC | BANK AMERICA CORP | $36.62万 | 0.05% | 7,511 | -8 | -0.1% | -$390 | 减仓 |
| IVE | ISHARES TR | $36.69万 | 0.05% | 1,738 | 2 | 0.1% | $422 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.82万 | 0.06% | 2,517 | 871 | 52.9% | $12.74万 | 加仓 |
| GE | GE AEROSPACE | $36.93万 | 0.06% | 1,301 | -19 | -1.4% | -$5,393 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $37.45万 | 0.06% | 12,096 | -14 | -0.1% | -$433 | 减仓 |
| KO | COCA COLA CO | $37.96万 | 0.06% | 4,991 | 734 | 17.2% | $5.58万 | 加仓 |
| IGEB | ISHARES TR | $38.36万 | 0.06% | 8,513 | 71 | 0.8% | $3,199 | 加仓 |
| WFC | WELLS FARGO & CO | $39.11万 | 0.06% | 4,913 | 472 | 10.6% | $3.76万 | 加仓 |
| IYH | ISHARES TR | $40.06万 | 0.06% | 6,498 | -244 | -3.6% | -$1.50万 | 减仓 |
| BWX | SPDR SERIES TRUST | $40.40万 | 0.06% | 18,407 | 18,407 | — | $40.40万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.12万 | 0.06% | 2,021 | 49 | 2.5% | $9,970 | 加仓 |
| WM | WASTE MGMT INC DEL | $41.80万 | 0.06% | 1,819 | 64 | 3.6% | $1.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.96万 | 0.06% | 8,358 | 2,082 | 33.2% | $10.45万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $41.96万 | 0.06% | 2,595 | 105 | 4.2% | $1.70万 | 加仓 |
| LIN | LINDE PLC | $42.17万 | 0.06% | 851 | 851 | — | $42.17万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $43.81万 | 0.07% | 9,339 | -8 | -0.1% | -$375 | 减仓 |
| LRCX | LAM RESEARCH CORP | $44.57万 | 0.07% | 2,086 | 79 | 3.9% | $1.69万 | 加仓 |
| IVV | ISHARES TR | $44.63万 | 0.07% | 683 | 5 | 0.7% | $3,267 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $44.74万 | 0.07% | 3,417 | 3,417 | — | $44.74万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.46万 | 0.07% | 1,190 | -34 | -2.8% | -$1.33万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $48.42万 | 0.07% | 4,921 | 105 | 2.2% | $1.03万 | 加仓 |
| MS | MORGAN STANLEY | $49.33万 | 0.07% | 2,997 | 273 | 10.0% | $4.49万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $51.23万 | 0.08% | 7,799 | 7,799 | — | $51.23万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $54.21万 | 0.08% | 17,192 | 25 | 0.1% | $788 | 加仓 |
| CSCO | CISCO SYS INC | $54.93万 | 0.08% | 7,080 | 956 | 15.6% | $7.42万 | 加仓 |
| ETN | EATON CORP PLC | $55.28万 | 0.08% | 1,546 | 905 | 141.2% | $32.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $56.52万 | 0.08% | 1,654 | -7 | -0.4% | -$2,392 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $56.72万 | 0.08% | 1,448 | 27 | 1.9% | $1.06万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $59.10万 | 0.09% | 13,906 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $59.39万 | 0.09% | 2,870 | 194 | 7.2% | $4.01万 | 加仓 |
| MRK | MERCK & CO INC | $60.89万 | 0.09% | 5,062 | 187 | 3.8% | $2.25万 | 加仓 |
| CVS | CVS HEALTH CORP | $61.58万 | 0.09% | 8,575 | 105 | 1.2% | $7,541 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $63.91万 | 0.10% | 5,701 | -86 | -1.5% | -$9,641 | 减仓 |
| RTX | RTX CORPORATION | $65.09万 | 0.10% | 3,374 | 72 | 2.2% | $1.39万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $70.25万 | 0.11% | 4,249 | 111 | 2.7% | $1.84万 | 加仓 |
| PEP | PEPSICO INC | $71.74万 | 0.11% | 4,620 | -66 | -1.4% | -$1.02万 | 减仓 |
| TMUS | T-MOBILE US INC | $72.23万 | 0.11% | 3,439 | 133 | 4.0% | $2.79万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $73.00万 | 0.11% | 1,461 | -17 | -1.2% | -$8,494 | 减仓 |
| AIQ | GLOBAL X FDS | $73.51万 | 0.11% | 15,752 | 742 | 4.9% | $3.46万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.76万 | 0.11% | 3,895 | -109 | -2.7% | -$2.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $75.41万 | 0.11% | 5,221 | -27 | -0.5% | -$3,900 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $78.52万 | 0.12% | 4,898 | -85 | -1.7% | -$1.36万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $78.99万 | 0.12% | 34,372 | -1,414 | -4.0% | -$3.25万 | 减仓 |
| PFE | PFIZER INC | $83.23万 | 0.12% | 29,639 | 4,291 | 16.9% | $12.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $85.64万 | 0.13% | 6,145 | 4,508 | 275.4% | $62.83万 | 加仓 |
| ORCL | ORACLE CORP | $86.52万 | 0.13% | 5,881 | 99 | 1.7% | $1.46万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.64万 | 0.13% | 1,024 | -1 | -0.1% | -$846 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $89.53万 | 0.13% | 3,768 | -9,322 | -71.2% | -$221.50万 | 减仓 |
| — | EXXON MOBIL CORP | $92.20万 | 0.14% | 5,434 | 754 | 16.1% | $12.79万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $96.49万 | 0.14% | 38,988 | -148 | -0.4% | -$3,663 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $99.31万 | 0.15% | 4,097 | -396 | -8.8% | -$9.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $104.85万 | 0.16% | 1,052 | 93 | 9.7% | $9.27万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $107.17万 | 0.16% | 10,439 | 2,282 | 28.0% | $23.43万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $109.48万 | 0.16% | 4,479 | 59 | 1.3% | $1.44万 | 加仓 |
| HD | HOME DEPOT INC | $113.96万 | 0.17% | 3,465 | -229 | -6.2% | -$7.53万 | 减仓 |
| AGG | ISHARES TR | $117.85万 | 0.18% | 11,872 | -2,522 | -17.5% | -$25.04万 | 减仓 |
| AVGO | BROADCOM INC | $120.44万 | 0.18% | 3,891 | 203 | 5.5% | $6.28万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $121.90万 | 0.18% | 12,450 | -9 | -0.1% | -$881 | 减仓 |
| WMT | WALMART INC | $125.03万 | 0.19% | 10,060 | 248 | 2.5% | $3.08万 | 加仓 |
| ABBV | ABBVIE INC | $126.71万 | 0.19% | 5,826 | 3,036 | 108.8% | $66.03万 | 加仓 |
| EFAV | ISHARES TR | $129.15万 | 0.19% | 14,135 | -8 | -0.1% | -$731 | 减仓 |
| NFLX | NETFLIX INC. | $160.09万 | 0.24% | 16,650 | 1,379 | 9.0% | $13.26万 | 加仓 |