Advus Financial Partners, LLC
WINTER PARK FL · SEC CIK 0002150676
$3.99亿2026Q1 申报市值
246持仓数
41.0%前十大占比 · 第一大 7.4%
16 / 13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
GLD 加仓+$422.20万
BOND 加仓+$270.05万
USMV 新建仓+$77.27万
OEF 加仓+$65.43万
DYNF 加仓+$55.21万
2026Q1 卖出最多 按季末市值估算
HDV 减仓-$621.59万
ITOT 减仓-$526.91万
QUAL 减仓-$307.89万
COMT 减仓-$302.98万
ACWX 减仓-$278.36万
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $35.23万 | 0.09% | 1,770 | -92 | -4.9% | -$1.83万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $35.24万 | 0.09% | 7,019 | -294 | -4.0% | -$1.48万 | 减仓 |
| ESML | ISHARES TR | $35.27万 | 0.09% | 7,500 | 7,500 | — | $35.27万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $35.40万 | 0.09% | 1,433 | -8 | -0.6% | -$1,976 | 减仓 |
| GEV | GE VERNOVA INC | $35.61万 | 0.09% | 408 | -711 | -63.5% | -$62.06万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $35.65万 | 0.09% | 1,179 | -85 | -6.7% | -$2.57万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.12万 | 0.09% | 1,490 | -2 | -0.1% | -$485 | 减仓 |
| ANET | ARISTA NETWORKS INC | $36.23万 | 0.09% | 2,951 | 111 | 3.9% | $1.36万 | 加仓 |
| OKE | ONEOK INC NEW | $36.63万 | 0.09% | 4,052 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $36.77万 | 0.09% | 6,524 | 18 | 0.3% | $1,015 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $37.82万 | 0.09% | 11,973 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $37.91万 | 0.09% | 7,003 | 568 | 8.8% | $3.08万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $37.94万 | 0.09% | 11,355 | 904 | 8.6% | $3.02万 | 加仓 |
| GM | GENERAL MTRS CO | $37.95万 | 0.10% | 5,094 | -88 | -1.7% | -$6,556 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $38.49万 | 0.10% | 2,110 | -55 | -2.5% | -$1.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.90万 | 0.10% | 598 | -54 | -8.3% | -$3.51万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $39.22万 | 0.10% | 3,306 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $39.98万 | 0.10% | 1,692 | 3 | 0.2% | $709 | 加仓 |
| CAH | CARDINAL HEALTH INC | $40.02万 | 0.10% | 1,894 | 47 | 2.5% | $9,932 | 加仓 |
| MDT | MEDTRONIC PLC | $40.12万 | 0.10% | 4,630 | -245 | -5.0% | -$2.12万 | 减仓 |
| KR | KROGER CO | $40.17万 | 0.10% | 5,551 | -238 | -4.1% | -$1.72万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $40.81万 | 0.10% | 1,399 | -12 | -0.9% | -$3,500 | 减仓 |
| MCD | MCDONALDS CORP | $40.84万 | 0.10% | 1,314 | -23 | -1.7% | -$7,149 | 减仓 |
| NTRS | NORTHERN TR CORP | $40.95万 | 0.10% | 2,934 | -108 | -3.6% | -$1.51万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $40.98万 | 0.10% | 1,775 | 168 | 10.5% | $3.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $42.22万 | 0.11% | 6,962 | 1,865 | 36.6% | $11.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $42.79万 | 0.11% | 1,490 | 1,490 | — | $42.79万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $42.79万 | 0.11% | 6,291 | -402 | -6.0% | -$2.73万 | 减仓 |
| ADBE | ADOBE INC | $42.98万 | 0.11% | 1,768 | 155 | 9.6% | $3.77万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $44.37万 | 0.11% | 13,015 | 645 | 5.2% | $2.20万 | 加仓 |
| EBAY | EBAY INC. | $44.40万 | 0.11% | 4,878 | 745 | 18.0% | $6.78万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $45.07万 | 0.11% | 11,612 | -2,451 | -17.4% | -$9.51万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $45.28万 | 0.11% | 14,298 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $45.34万 | 0.11% | 958 | 219 | 29.6% | $10.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $45.85万 | 0.11% | 13,514 | 3,860 | 40.0% | $13.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $46.17万 | 0.12% | 15,905 | 2,434 | 18.1% | $7.07万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $47.20万 | 0.12% | 14,077 | 1,302 | 10.2% | $4.37万 | 加仓 |
| MRK | MERCK & CO INC | $47.53万 | 0.12% | 3,951 | 135 | 3.5% | $1.62万 | 加仓 |
| BIIB | BIOGEN INC | $48.07万 | 0.12% | 2,622 | 492 | 23.1% | $9.02万 | 加仓 |
| TPR | TAPESTRY INC | $49.19万 | 0.12% | 3,486 | 59 | 1.7% | $8,325 | 加仓 |
| — | INNOVATOR ETFS TRUST | $49.40万 | 0.12% | 12,775 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $49.46万 | 0.12% | 6,926 | 35 | 0.5% | $2,500 | 加仓 |
| — | INNOVATOR ETFS TRUST | $49.92万 | 0.12% | 17,420 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $50.46万 | 0.13% | 4,661 | 106 | 2.3% | $1.15万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $50.82万 | 0.13% | 13,085 | 55 | 0.4% | $2,136 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.95万 | 0.13% | 602 | 168 | 38.7% | $14.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $51.57万 | 0.13% | 3,119 | 126 | 4.2% | $2.08万 | 加仓 |
| PFE | PFIZER INC | $52.48万 | 0.13% | 18,689 | 1,389 | 8.0% | $3.90万 | 加仓 |
| PHM | PULTE GROUP INC | $52.97万 | 0.13% | 4,504 | 1,155 | 34.5% | $13.58万 | 加仓 |
| KO | COCA COLA CO | $53.06万 | 0.13% | 6,977 | -393 | -5.3% | -$2.99万 | 减仓 |
| GE | GE AEROSPACE | $53.21万 | 0.13% | 1,875 | 35 | 1.9% | $9,932 | 加仓 |
| NEE | NEXTERA ENERGY INC | $53.62万 | 0.13% | 5,773 | 499 | 9.5% | $4.64万 | 加仓 |
| MCK | MCKESSON CORP | $54.86万 | 0.14% | 634 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $55.64万 | 0.14% | 7,645 | 0 | 0.0% | — | 不变 |
| JANW | AIM ETF PRODUCTS TRUST | $55.65万 | 0.14% | 15,256 | 864 | 6.0% | $3.15万 | 加仓 |
| T | AT&T INC | $57.03万 | 0.14% | 19,671 | -2,616 | -11.7% | -$7.58万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $60.83万 | 0.15% | 18,023 | 518 | 3.0% | $1.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $61.05万 | 0.15% | 20,260 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $62.20万 | 0.16% | 8,067 | -408 | -4.8% | -$3.15万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $63.86万 | 0.16% | 21,704 | 279 | 1.3% | $8,209 | 加仓 |
| ORCL | ORACLE CORP | $63.92万 | 0.16% | 4,345 | 1,261 | 40.9% | $18.55万 | 加仓 |
| ET | ENERGY TRANSFER L P | $64.06万 | 0.16% | 33,192 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $66.41万 | 0.17% | 20,657 | 568 | 2.8% | $1.83万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $66.60万 | 0.17% | 1,700 | 154 | 10.0% | $6.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $67.80万 | 0.17% | 680 | 79 | 13.1% | $7.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $68.20万 | 0.17% | 3,296 | -97 | -2.9% | -$2.01万 | 减仓 |
| EMXC | ISHARES INC | $68.23万 | 0.17% | 8,674 | -640 | -6.9% | -$5.03万 | 减仓 |
| NFLX | NETFLIX INC. | $72.76万 | 0.18% | 7,567 | 956 | 14.5% | $9.19万 | 加仓 |
| KLAC | KLA CORP | $72.88万 | 0.18% | 495 | -42 | -7.8% | -$6.18万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $73.17万 | 0.18% | 5,411 | 39 | 0.7% | $5,274 | 加仓 |
| IWM | ISHARES TR | $74.24万 | 0.19% | 2,994 | 380 | 14.5% | $9.42万 | 加仓 |
| BAC | BANK AMERICA CORP | $75.68万 | 0.19% | 15,524 | -1,699 | -9.9% | -$8.28万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $75.72万 | 0.19% | 3,544 | 317 | 9.8% | $6.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $76.66万 | 0.19% | 2,243 | -172 | -7.1% | -$5.88万 | 减仓 |
| USMV | ISHARES TR | $77.27万 | 0.19% | 8,332 | 8,332 | — | $77.27万 | 新建仓 |
| CSCO | CISCO SYS INC | $77.51万 | 0.19% | 9,990 | -856 | -7.9% | -$6.64万 | 减仓 |
| CAT | CATERPILLAR INC | $78.99万 | 0.20% | 1,115 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $79.41万 | 0.20% | 2,350 | 350 | 17.5% | $11.83万 | 加仓 |
| TSLA | TESLA INC | $79.85万 | 0.20% | 2,148 | -58 | -2.6% | -$2.16万 | 减仓 |
| MO | ALTRIA GROUP INC | $79.92万 | 0.20% | 12,111 | 77 | 0.6% | $5,081 | 加仓 |
| GILD | GILEAD SCIENCES INC | $81.34万 | 0.20% | 5,836 | -30 | -0.5% | -$4,181 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.88万 | 0.21% | 27,398 | 2,143 | 8.5% | $6.40万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $84.23万 | 0.21% | 16,883 | 1,198 | 7.6% | $5.98万 | 加仓 |
| HD | HOME DEPOT INC | $85.48万 | 0.21% | 2,599 | -192 | -6.9% | -$6.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $85.99万 | 0.22% | 1,721 | -22 | -1.3% | -$1.10万 | 减仓 |
| ABBV | ABBVIE INC | $93.82万 | 0.23% | 4,314 | -119 | -2.7% | -$2.59万 | 减仓 |
| AMGN | AMGEN INC | $94.69万 | 0.24% | 2,691 | 88 | 3.4% | $3.10万 | 加仓 |
| AGG | ISHARES TR | $95.23万 | 0.24% | 9,593 | 283 | 3.0% | $2.81万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $97.22万 | 0.24% | 25,692 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $97.60万 | 0.24% | 8,606 | -317 | -3.6% | -$3.60万 | 减仓 |
| ICVT | ISHARES TR | $100.59万 | 0.25% | 9,882 | -106 | -1.1% | -$1.08万 | 减仓 |
| RTX | RTX CORPORATION | $101.44万 | 0.25% | 5,259 | -171 | -3.1% | -$3.30万 | 减仓 |
| CRM | SALESFORCE INC | $103.05万 | 0.26% | 5,520 | 979 | 21.6% | $18.28万 | 加仓 |
| ASML | ASML HLDG NV | $104.21万 | 0.26% | 789 | -5 | -0.6% | -$6,604 | 减仓 |
| GOOG | ALPHABET INC | $107.26万 | 0.27% | 3,739 | -164 | -4.2% | -$4.70万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $108.25万 | 0.27% | 4,002 | 1,272 | 46.6% | $34.41万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $109.25万 | 0.27% | 11,158 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $116.00万 | 0.29% | 1,261 | 128 | 11.3% | $11.78万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $116.28万 | 0.29% | 8,051 | 2,854 | 54.9% | $41.22万 | 加仓 |
| V | VISA INC | $116.39万 | 0.29% | 3,851 | -473 | -10.9% | -$14.30万 | 减仓 |