Advus Financial Partners, LLC
WINTER PARK FL · SEC CIK 0002150676
$4.41亿2026Q2 申报市值
261持仓数
40.3%前十大占比 · 第一大 7.5%
27 / 17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
GOVT 加仓+$154.78万
GLD 加仓+$128.86万
IDEF 新建仓+$78.32万
BOND 加仓+$68.73万
SYSB 新建仓+$66.36万
2026Q2 卖出最多 按季末市值估算
HDV 减仓-$159.18万
AAPL 减仓-$133.83万
ITOT 减仓-$112.74万
QUAL 减仓-$112.24万
COMT 减仓-$110.67万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CALAMOS ETF TR | $35.54万 | 0.08% | 12,845 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $35.60万 | 0.08% | 825 | 825 | — | $35.60万 | 新建仓 |
| — | CALAMOS ETF TR | $35.83万 | 0.08% | 15,225 | 4,000 | 35.6% | $9.41万 | 加仓 |
| ETN | EATON CORP PLC | $35.92万 | 0.08% | 843 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $35.92万 | 0.08% | 4,132 | 80 | 2.0% | $6,955 | 加仓 |
| BA | BOEING CO | $36.11万 | 0.08% | 1,668 | -102 | -5.8% | -$2.21万 | 减仓 |
| KR | KROGER CO | $36.18万 | 0.08% | 6,515 | 964 | 17.4% | $5.35万 | 加仓 |
| TRGP | TARGA RES CORP | $36.31万 | 0.08% | 1,354 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $36.51万 | 0.08% | 1,781 | 13 | 0.7% | $2,665 | 加仓 |
| APP | APPLOVIN CORP | $36.74万 | 0.08% | 713 | -100 | -12.3% | -$5.15万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $36.91万 | 0.08% | 1,499 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $36.94万 | 0.08% | 1,419 | -14 | -1.0% | -$3,645 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $36.99万 | 0.08% | 10,756 | 400 | 3.9% | $1.38万 | 加仓 |
| NOW | SERVICENOW INC | $37.36万 | 0.08% | 3,763 | 1,572 | 71.7% | $15.61万 | 加仓 |
| T | AT&T INC | $37.54万 | 0.09% | 18,137 | -1,534 | -7.8% | -$3.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.82万 | 0.09% | 792 | 25 | 3.3% | $1.19万 | 加仓 |
| IWB | ISHARES TR | $37.95万 | 0.09% | 927 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $38.38万 | 0.09% | 7,080 | 77 | 1.1% | $4,174 | 加仓 |
| — | INNOVATOR ETFS TRUST | $38.93万 | 0.09% | 11,831 | 1,633 | 16.0% | $5.37万 | 加仓 |
| CMI | CUMMINS INC | $39.16万 | 0.09% | 549 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $39.31万 | 0.09% | 10,887 | -2,128 | -16.4% | -$7.68万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $39.81万 | 0.09% | 11,923 | -50 | -0.4% | -$1,670 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $40.01万 | 0.09% | 6,399 | -125 | -1.9% | -$7,816 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $40.33万 | 0.09% | 1,192 | 13 | 1.1% | $4,399 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $40.48万 | 0.09% | 11,355 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.20万 | 0.09% | 1,465 | -25 | -1.7% | -$7,032 | 减仓 |
| GM | GENERAL MTRS CO | $41.28万 | 0.09% | 5,355 | 261 | 5.1% | $2.01万 | 加仓 |
| MS | MORGAN STANLEY | $41.88万 | 0.10% | 2,003 | -52 | -2.5% | -$1.09万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $43.22万 | 0.10% | 2,154 | 44 | 2.1% | $8,828 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.57万 | 0.10% | 12,104 | -1,410 | -10.4% | -$5.08万 | 减仓 |
| VTR | VENTAS INC | $43.80万 | 0.10% | 4,932 | 725 | 17.2% | $6.44万 | 加仓 |
| NEM | NEWMONT CORP | $44.15万 | 0.10% | 4,727 | 66 | 1.4% | $6,164 | 加仓 |
| CAH | CARDINAL HEALTH INC | $44.71万 | 0.10% | 1,882 | -12 | -0.6% | -$2,851 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $45.00万 | 0.10% | 14,077 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $45.21万 | 0.10% | 5,151 | -622 | -10.8% | -$5.46万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $45.89万 | 0.10% | 1,390 | -9 | -0.6% | -$2,971 | 减仓 |
| TXN | TEXAS INSTRS INC | $46.77万 | 0.11% | 1,569 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $46.77万 | 0.11% | 3,195 | -291 | -8.3% | -$4.26万 | 减仓 |
| MCK | MCKESSON CORP | $47.15万 | 0.11% | 624 | -10 | -1.6% | -$7,556 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $47.25万 | 0.11% | 6,213 | -78 | -1.2% | -$5,932 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $47.40万 | 0.11% | 11,612 | 0 | 0.0% | — | 不变 |
| IAPR | INNOVATOR ETFS TRUST | $47.48万 | 0.11% | 14,298 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $47.76万 | 0.11% | 6,689 | -878 | -11.6% | -$6.27万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $47.81万 | 0.11% | 3,306 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $47.82万 | 0.11% | 407 | -1 | -0.2% | -$1,175 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $48.44万 | 0.11% | 13,467 | -4,556 | -25.3% | -$16.39万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $48.67万 | 0.11% | 11,775 | -1,000 | -7.8% | -$4.13万 | 减仓 |
| KO | COCA COLA CO | $49.13万 | 0.11% | 6,046 | -931 | -13.3% | -$7.57万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $50.00万 | 0.11% | 2,943 | -8 | -0.3% | -$1,359 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.21万 | 0.11% | 1,208 | 261 | 27.6% | $10.85万 | 加仓 |
| MRK | MERCK & CO INC | $50.58万 | 0.11% | 3,936 | -15 | -0.4% | -$1,928 | 减仓 |
| NTRS | NORTHERN TR CORP | $51.00万 | 0.12% | 2,934 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $51.85万 | 0.12% | 2,866 | -253 | -8.1% | -$4.58万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $52.17万 | 0.12% | 2,039 | 264 | 14.9% | $6.76万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $52.56万 | 0.12% | 17,420 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $53.45万 | 0.12% | 17,555 | 1,650 | 10.4% | $5.02万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $53.63万 | 0.12% | 6,926 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $54.41万 | 0.12% | 3,897 | 3,897 | — | $54.41万 | 新建仓 |
| UDEC | INNOVATOR ETFS TRUST | $54.54万 | 0.12% | 13,085 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $54.67万 | 0.12% | 4,892 | 14 | 0.3% | $1,564 | 加仓 |
| CVX | CHEVRON CORPORATION | $55.17万 | 0.13% | 3,328 | 32 | 1.0% | $5,305 | 加仓 |
| BIIB | BIOGEN INC | $55.44万 | 0.13% | 2,566 | -56 | -2.1% | -$1.21万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $55.65万 | 0.13% | 550 | -52 | -8.6% | -$5.26万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $56.96万 | 0.13% | 9,886 | 2,924 | 42.0% | $16.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $57.20万 | 0.13% | 611 | -69 | -10.1% | -$6.46万 | 减仓 |
| WMB | WILLIAMS COS INC | $58.09万 | 0.13% | 7,814 | 169 | 2.2% | $1.26万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $59.00万 | 0.13% | 15,256 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.35万 | 0.13% | 795 | 197 | 32.9% | $14.71万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $61.32万 | 0.14% | 12,174 | 12,174 | — | $61.32万 | 新建仓 |
| ORCL | ORACLE CORP | $63.74万 | 0.14% | 4,349 | 4 | 0.1% | $586 | 加仓 |
| ET | ENERGY TRANSFER L P | $64.66万 | 0.15% | 33,818 | 626 | 1.9% | $1.20万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.86万 | 0.15% | 20,760 | 500 | 2.5% | $1.59万 | 加仓 |
| SYSB | ISHARES TR | $66.36万 | 0.15% | 7,480 | 7,480 | — | $66.36万 | 新建仓 |
| PHM | PULTE GROUP INC | $66.66万 | 0.15% | 4,858 | 354 | 7.9% | $4.86万 | 加仓 |
| GE | GE AEROSPACE | $67.57万 | 0.15% | 1,808 | -67 | -3.6% | -$2.50万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $67.62万 | 0.15% | 19,862 | -795 | -3.8% | -$2.71万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $68.96万 | 0.16% | 8,067 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $70.13万 | 0.16% | 6,855 | -1,819 | -21.0% | -$18.61万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $71.71万 | 0.16% | 5,411 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $71.87万 | 0.16% | 5,689 | -147 | -2.5% | -$1.86万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $75.42万 | 0.17% | 1,468 | -253 | -14.7% | -$13.00万 | 减仓 |
| IWM | ISHARES TR | $77.90万 | 0.18% | 2,593 | -401 | -13.4% | -$12.05万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $78.32万 | 0.18% | 24,644 | 24,644 | — | $78.32万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $78.74万 | 0.18% | 25,254 | 3,550 | 16.4% | $11.07万 | 加仓 |
| CRM | SALESFORCE INC | $79.12万 | 0.18% | 5,050 | -470 | -8.5% | -$7.36万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $85.27万 | 0.19% | 27,298 | -100 | -0.4% | -$3,124 | 减仓 |
| AMGN | AMGEN INC | $85.98万 | 0.20% | 2,374 | -317 | -11.8% | -$11.48万 | 减仓 |
| TSLA | TESLA INC | $87.86万 | 0.20% | 2,089 | -59 | -2.7% | -$2.48万 | 减仓 |
| BAC | BANK OF AMER CORP | $88.75万 | 0.20% | 15,575 | 51 | 0.3% | $2,906 | 加仓 |
| HD | HOME DEPOT INC | $90.72万 | 0.21% | 2,572 | -27 | -1.0% | -$9,523 | 减仓 |
| MO | ALTRIA GROUP INC | $92.43万 | 0.21% | 12,846 | 735 | 6.1% | $5.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $93.70万 | 0.21% | 1,613 | -49 | -2.9% | -$2.85万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $96.49万 | 0.22% | 26,248 | 556 | 2.2% | $2.04万 | 加仓 |
| ICVT | ISHARES TR | $97.76万 | 0.22% | 8,030 | -1,852 | -18.7% | -$22.55万 | 减仓 |
| RTX | RTX CORPORATION | $97.87万 | 0.22% | 5,158 | -101 | -1.9% | -$1.92万 | 减仓 |
| COMT | ISHARES U S ETF TR | $98.61万 | 0.22% | 32,470 | -36,441 | -52.9% | -$110.67万 | 减仓 |
| AGG | ISHARES TR | $106.87万 | 0.24% | 10,797 | 1,204 | 12.6% | $11.92万 | 加仓 |
| HDV | ISHARES TR | $107.75万 | 0.24% | 39,311 | -58,074 | -59.6% | -$159.18万 | 减仓 |
| ABBV | ABBVIE INC | $113.66万 | 0.26% | 4,517 | 203 | 4.7% | $5.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $113.88万 | 0.26% | 7,766 | -285 | -3.5% | -$4.18万 | 减仓 |