13F 机构持仓

XP Advisory US, Inc.

MIAMI FL · SEC CIK 0002147967

2026Q22026Q1 更早 9 个季度 🔒
$1.83亿2026Q2 申报市值
81持仓数
94.5%前十大占比 · 第一大 42.3%
0 / 0新建仓 / 清仓
申报市值走势$1.83亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 42.3%
QQQ 23.8%
VXUS 13.1%
UTES 6.2%
VBIL 3.2%
KBWB 2.8%
GOOG 1.2%
SJNK 0.7%
ACWI 0.6%
EAGL 0.4%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

2026Q2 持仓明细 点表头排序

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
— Rivernorth Flexible Mun Income $4770.00%35 —— — —
EWC iShares Inc MSC $1,0380.00%18 —— — —
IGF iShares TR Global Infrastructure ETF Index FD $1,7980.00%27 —— — —
RXI iShares Global $2,3460.00%12 —— — —
GEV GE Vernova Inc Com $2,3500.00%2 —— — —
IVE iShares TR S&P 500 Value ETF $2,4980.00%11 —— — —
ESGE iShares Inc Esg MSCI Em ETF $2,6800.00%49 —— — —
SOXX iShares PHLX Semiconductor E $3,2040.00%5 —— — —
GOOGL Alphabet Inc-CL A $3,2160.00%9 —— — —
IXG iShares TR Global Finls ETF $4,7310.00%38 —— — —
XLB Materials Select Sector SPDR $5,9470.00%117 —— — —
XLU Select Sector SPDR TR Utils $6,1660.00%136 —— — —
IEMG iShares Inc Core MSCI Emerging MKTS ETF $6,2130.00%75 —— — —
XLP Consumer Staples SPDR $6,4790.00%78 —— — —
AMD Advanced Micro Devices Inc $6,9710.00%12 —— — —
IEFA iShares TR Core MSCI EAFE ETF $1.17万0.01%121 —— — —
VAL Valaris LTD Non-Tradeable Asset $1.29万0.01%178 —— — —
IVV iShares Core S&P 500 ETF $1.42万0.01%19 —— — —
— Empresa Distribuidora Y Comercializadora Norte S A Spon ADR Repstg 20 CL B SHS $1.97万0.01%788 —— — —
XLC Select Sector S $3.01万0.02%281 —— — —
ECAT BlackRock Esg Cap Allocation TR SHS Ben Int $3.07万0.02%1,950 —— — —
BUR Burford Capital Liimited ST Peter Port SHS New $3.07万0.02%7,487 —— — —
XLI Industrial Select Sect SPDR $3.09万0.02%167 —— — —
MINT PIMCO ETF TR Enhanced Short Mat Active ETF $3.12万0.02%309 —— — —
XLY Consumer Discretionary Selt $3.26万0.02%278 —— — —
EWZ iShares MSCI Brazil ETF $3.35万0.02%970 —— — —
— Neuberger Berman ETF TR Emerging MKTS Debt Hard Currency ETF $3.36万0.02%633 —— — —
V Visa Inc-Class A Shares $3.60万0.02%105 —— — —
BINC BlackRock ETF TR II Flexible Income ETF $3.61万0.02%690 —— — —
ACWX iShares TR MSCI Acwi Ex US ETF $3.65万0.02%480 —— — —
IWF iShares TR Russell 1000 Growth ETF $3.82万0.02%308 —— — —
BIL SPDR BBG Barc 1-3 Month Tbil $4.11万0.02%449 —— — —
— Warner Bros Discovery Inc Com Ser A $4.39万0.02%1,646 —— — —
VOO Vanguard S&P 500 ETF $4.46万0.02%65 —— — —
IXN iShares TR Global Tech ETF $5.35万0.03%370 —— — —
T AT&T Inc $5.56万0.03%2,686 —— — —
DIS Walt Disney Co/The $5.73万0.03%595 —— — —
CHRD Oasis Pete Inc New Com New $5.89万0.03%515 —— — —
BBAR Banco Bbva Argentina SA Sponsored ADR $6.29万0.03%3,210 —— — —
LMT Lockheed Martin Corp $7.90万0.04%155 —— — —
ARKK Ark Innovation ETF $8.13万0.04%1,006 —— — —
TEO Telecom Argentina S A Sponsored ADR Repstg 5 CL B Ord SHS $8.19万0.04%6,300 —— — —
EXC Exelon Corp $8.27万0.05%1,773 —— — —
SHLD Global X FDS Global X Defense Tech ETF $9.28万0.05%1,555 —— — —
INTC Intel Corp $11.87万0.07%850 —— — —
KO Coca-Cola Co/The $11.93万0.07%1,468 —— — —
MSFT Microsoft Corp $13.35万0.07%358 —— — —
CEG Constellation Energy Corp Com $14.68万0.08%591 —— — —
META Facebook Inc-Class A $16.05万0.09%285 —— — —
SMH Vaneck Vectors ETF TR Semiconductor ETF $19.35万0.11%295 —— — —
AVGO Broadcom Inc $23.16万0.13%613 —— — —
NVDA Nvidia Corp $26.25万0.14%1,312 —— — —
BABA Alibaba Group Holding-SP ADR $26.87万0.15%2,800 —— — —
GS Goldman Sachs Group Inc $27.51万0.15%272 —— — —
B Barrick Mining Corp Registered SHS $27.57万0.15%7,500 —— — —
IAU Ishares Gold Trust - IAU $27.76万0.15%3,676 —— — —
AAPL Apple Inc Com $27.81万0.15%961 —— — —
ITUB Itau Unibanco H-Spon PRF ADR $29.97万0.16%36,683 —— — —
XLF Financial Select Sector SPDR $31.27万0.17%5,832 —— — —
BUD Anheuser-Busch Inbev SPN ADR $34.79万0.19%4,222 —— — —
AMZN Amazon Com Inc $34.80万0.19%1,460 —— — —
FPEI First TR Exchange-Traded FD III Instl PFD Secs & Income ETF / / B/E DTD / / Mat $34.81万0.19%18,046 —— — —
EWJ iShares MSCI Japan ETF $36.58万0.20%3,922 —— — —
IBIT iShares Bitcoin TR SHS Ben Int $38.63万0.21%11,603 —— — —
JGLO J P Morgan Exchange-Traded FD TR Global Select Equity ETF $38.89万0.21%5,461 —— — —
IYG iShares TR U S Finl SVCS ETF $40.17万0.22%4,440 —— — —
XLK Technology Select Sect SPDR $51.21万0.28%2,688 —— — —
VTV Vanguard Index $54.92万0.30%2,520 —— — —
EEM iShares MSCI Emerging Market $56.59万0.31%8,272 —— — —
VGK Vanguard FTSE Europe ETF $60.06万0.33%6,783 —— — —
SMMU PIMCO ETF TR Short Term Mun BD Active ETF $60.48万0.33%11,977 —— — —
EAGL The 2023 ETF Ser TR Eagle Cap Select Equity ETF $75.35万0.41%23,422 —— — —
ACWI iShares TR MSCI Acwi ETF $112.31万0.62%7,155 —— — —
SJNK SPDR Ser TR Bloomberg Barclays Short Term High Yield BD ETF $127.51万0.70%50,944 —— — —
GOOG Alphabet Inc-CL C $224.61万1.23%6,357 —— — —
KBWB Invesco Exchange-Traded FD TR II KBW BK ETF $510.84万2.80%54,941 —— — —
VBIL Vanguard Instl Index FD 0-3 Mo Treas Bill ETF / / B/E DTD / / Mat $584.64万3.20%77,252 —— — —
UTES Etfis Ser TR I Reaves Utils ETF $1,138.42万6.24%139,273 —— — —
VXUS Vanguard Total Intl Stock Index FD ETF SHS $2,394.89万13.12%280,137 —— — —
QQQ Invesco QQQ TR Unit Ser 1 $4,345.78万23.80%59,013 —— — —
SPY SPDR S&P 500 ETF Trust $7,730.01万42.34%103,510 —— — —