Advisory Advocates, LLC
GRAND RAPIDS MI · SEC CIK 0002111697
$1.17亿2026Q2 申报市值
188持仓数
21.9%前十大占比 · 第一大 3.5%
33 / 11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
VOO 加仓+$147.10万
MU 新建仓+$138.63万
BJUN 新建仓+$78.03万
PJUN 新建仓+$77.84万
CACC 新建仓+$63.29万
2026Q2 卖出最多 按季末市值估算
ZECP 重新持有-$93.38万
CASY 减仓-$90.84万
PFEB 清仓-$87.13万
JKHY 清仓-$71.28万
TSCO 清仓-$65.04万
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 |
|---|---|---|---|---|---|---|---|---|
| PFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -21,727 | -100.0% | -$87.13万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -4,510 | -100.0% | -$71.28万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -14,357 | -100.0% | -$65.04万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,439 | -100.0% | -$62.23万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -4,160 | -100.0% | -$59.43万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -9,813 | -100.0% | -$49.50万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,041 | -100.0% | -$23.37万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -978 | -100.0% | -$21.27万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -375 | -100.0% | -$21.07万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -2,453 | -100.0% | -$20.91万 | 清仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | 0.00% | 0 | -12,800 | -100.0% | -$13.86万 | 清仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $6.81万 | 0.06% | 10,428 | 0 | 0.0% | — | 不变 |
| — | GREYSTONE HOUSING IMPACT INV | $7.51万 | 0.06% | 12,953 | 36 | 0.3% | $209 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $9.05万 | 0.08% | 16,700 | 0 | 0.0% | — | 不变 |
| SRI | STONERIDGE INC | $9.88万 | 0.08% | 13,500 | 0 | 0.0% | — | 不变 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $10.32万 | 0.09% | 17,979 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $11.23万 | 0.10% | 22,500 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME | $12.17万 | 0.10% | 12,600 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $12.47万 | 0.11% | 10,300 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $12.68万 | 0.11% | 16,534 | 0 | 0.0% | — | 不变 |
| — | GABELLI MULTIMEDIA TR INC | $12.80万 | 0.11% | 30,400 | 0 | 0.0% | — | 不变 |
| RLJ | RLJ LODGING TR | $13.27万 | 0.11% | 11,200 | 0 | 0.0% | — | 不变 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $13.70万 | 0.12% | 11,063 | -491 | -4.2% | -$6,079 | 减仓 |
| RITM | RITHM CAPITAL CORP | $17.18万 | 0.15% | 18,300 | 900 | 5.2% | $8,451 | 加仓 |
| LLY | ELI LILLY & CO | $20.39万 | 0.17% | 170 | -128 | -43.0% | -$15.35万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.58万 | 0.18% | 732 | 732 | — | $20.58万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $20.64万 | 0.18% | 954 | 954 | — | $20.64万 | 新建仓 |
| PSA | PUBLIC STORAGE | $20.94万 | 0.18% | 658 | 658 | — | $20.94万 | 新建仓 |
| USAC | USA COMPRESSION PARTNERS LP | $21.11万 | 0.18% | 8,000 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $21.24万 | 0.18% | 2,753 | 2,753 | — | $21.24万 | 新建仓 |
| XYZ | BLOCK INC | $21.42万 | 0.18% | 2,818 | 2,818 | — | $21.42万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $21.84万 | 0.19% | 158 | 158 | — | $21.84万 | 新建仓 |
| PWR | QUANTA SVCS INC | $22.61万 | 0.19% | 314 | 314 | — | $22.61万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $22.94万 | 0.20% | 749 | 0 | 0.0% | — | 重新持有 |
| BAC | BANK OF AMER CORP | $23.27万 | 0.20% | 4,084 | 4,084 | — | $23.27万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $23.38万 | 0.20% | 3,385 | -50 | -1.5% | -$3,454 | 重新持有 |
| IEMG | ISHARES INC | $23.51万 | 0.20% | 2,838 | 2,838 | — | $23.51万 | 新建仓 |
| MCD | MCDONALDS CORP | $23.52万 | 0.20% | 870 | -150 | -14.7% | -$4.06万 | 减仓 |
| QQQ | INVESCO QQQ TR | $23.64万 | 0.20% | 321 | 321 | — | $23.64万 | 新建仓 |
| IWMI | NEOS ETF TRUST | $23.76万 | 0.20% | 4,439 | 4,439 | — | $23.76万 | 新建仓 |
| TSLA | TESLA INC | $23.81万 | 0.20% | 566 | 566 | — | $23.81万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $24.45万 | 0.21% | 2,836 | 2,836 | — | $24.45万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $24.58万 | 0.21% | 714 | -29 | -3.9% | -$9,985 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $24.77万 | 0.21% | 11,271 | 11,271 | — | $24.77万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $24.92万 | 0.21% | 921 | -33 | -3.5% | -$8,929 | 减仓 |
| XSD | SPDR SERIES TRUST | $24.95万 | 0.21% | 400 | 400 | — | $24.95万 | 新建仓 |
| VIRT | VIRTU FINL INC | $25.42万 | 0.22% | 4,267 | 4,267 | — | $25.42万 | 新建仓 |
| AVGO | BROADCOM INC | $25.46万 | 0.22% | 674 | -424 | -38.6% | -$16.02万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $25.51万 | 0.22% | 811 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $26.09万 | 0.22% | 1,864 | 1,864 | — | $26.09万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $26.25万 | 0.23% | 7,193 | 7,193 | — | $26.25万 | 新建仓 |
| LIN | LINDE PLC | $26.26万 | 0.23% | 506 | -1 | -0.2% | -$519 | 减仓 |
| ECL | ECOLAB INC | $26.50万 | 0.23% | 951 | -77 | -7.5% | -$2.15万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $26.83万 | 0.23% | 435 | 435 | — | $26.83万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $26.87万 | 0.23% | 2,918 | -47 | -1.6% | -$4,328 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $27.16万 | 0.23% | 4,260 | 4,260 | — | $27.16万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $27.34万 | 0.23% | 5,674 | -343 | -5.7% | -$1.65万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD | $27.92万 | 0.24% | 8,170 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $28.00万 | 0.24% | 7,950 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $28.15万 | 0.24% | 1,263 | 85 | 7.2% | $1.89万 | 加仓 |
| XYLD | GLOBAL X FDS | $28.35万 | 0.24% | 6,950 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $28.48万 | 0.24% | 6,674 | -456 | -6.4% | -$1.95万 | 减仓 |
| FAST | FASTENAL CO | $29.13万 | 0.25% | 6,065 | -365 | -5.7% | -$1.75万 | 减仓 |
| MTZ | MASTEC INC | $30.16万 | 0.26% | 725 | 0 | 0.0% | — | 不变 |
| NBXG | NEUBERGER NEXT GENERATION | $30.37万 | 0.26% | 18,360 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $30.82万 | 0.26% | 2,078 | 439 | 26.8% | $6.51万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $30.88万 | 0.26% | 21,241 | 350 | 1.7% | $5,089 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $31.01万 | 0.27% | 25,190 | -1,200 | -4.5% | -$1.48万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $31.14万 | 0.27% | 5,250 | 5,250 | — | $31.14万 | 新建仓 |
| CPRT | COPART INC | $32.08万 | 0.28% | 11,381 | -2,184 | -16.1% | -$6.16万 | 减仓 |
| DCI | DONALDSON INC | $32.50万 | 0.28% | 3,620 | 132 | 3.8% | $1.18万 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $32.75万 | 0.28% | 38,850 | -500 | -1.3% | -$4,215 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $32.84万 | 0.28% | 4,704 | 1 | 0.0% | $70 | 加仓 |
| ARCC | ARES CAPITAL CORP | $33.69万 | 0.29% | 18,180 | 3,324 | 22.4% | $6.16万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $33.74万 | 0.29% | 1,771 | -4 | -0.2% | -$762 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.00万 | 0.29% | 2,051 | 623 | 43.6% | $10.33万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $34.26万 | 0.29% | 34,922 | 6,000 | 20.7% | $5.89万 | 加仓 |
| KRE | SPDR SERIES TRUST | $35.16万 | 0.30% | 4,698 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $35.57万 | 0.30% | 334 | 334 | — | $35.57万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $36.06万 | 0.31% | 1,701 | -24 | -1.4% | -$5,088 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $36.17万 | 0.31% | 1,194 | 1,194 | — | $36.17万 | 新建仓 |
| SYK | STRYKER CORPORATION | $36.27万 | 0.31% | 1,152 | -4 | -0.3% | -$1,259 | 减仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $37.28万 | 0.32% | 68,156 | 1,000 | 1.5% | $5,470 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $38.23万 | 0.33% | 1,168 | 175 | 17.6% | $5.73万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $38.39万 | 0.33% | 483 | -1,143 | -70.3% | -$90.84万 | 减仓 |
| ITB | ISHARES TR | $38.66万 | 0.33% | 3,700 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $38.77万 | 0.33% | 285 | 14 | 5.2% | $1.90万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $38.80万 | 0.33% | 1,061 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS REAL ESTATE O | $39.70万 | 0.34% | 25,220 | 2,490 | 11.0% | $3.92万 | 加仓 |
| ADBE | ADOBE INC | $39.94万 | 0.34% | 1,948 | -540 | -21.7% | -$11.07万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $40.07万 | 0.34% | 16,800 | 1,000 | 6.3% | $2.38万 | 加仓 |
| TJX | TJX COS INC NEW | $40.11万 | 0.34% | 2,647 | -15 | -0.6% | -$2,273 | 减仓 |
| LRCX | LAM RESEARCH CORP | $40.60万 | 0.35% | 937 | 937 | — | $40.60万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $40.61万 | 0.35% | 6,501 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $41.19万 | 0.35% | 17,498 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $41.23万 | 0.35% | 956 | -726 | -43.2% | -$31.31万 | 重新持有 |
| CFO | VICTORY PORTFOLIOS II | $41.68万 | 0.36% | 5,205 | 0 | 0.0% | — | 不变 |
| — | NXG NEXTGEN INFRASTR INCM FD | $41.74万 | 0.36% | 6,450 | 150 | 2.4% | $9,707 | 加仓 |
| SBUX | STARBUCKS CORP | $41.84万 | 0.36% | 4,094 | 1,247 | 43.8% | $12.74万 | 加仓 |
| HYS | PIMCO ETF TR | $41.91万 | 0.36% | 4,481 | 169 | 3.9% | $1.58万 | 加仓 |