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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $118.91万 | 0.30% | 15,833 | 1,075 | 7.3% | $8.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.26万 | 0.31% | 2,593 | -136 | -5.0% | -$6.52万 | 减仓 |
| META | META PLATFORMS INC | $127.64万 | 0.32% | 2,231 | 99 | 4.6% | $5.66万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $131.36万 | 0.33% | 39,365 | 18 | 0.0% | $601 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $134.16万 | 0.34% | 27,419 | 6,089 | 28.5% | $29.79万 | 加仓 |
| GOVT | ISHARES TR | $136.32万 | 0.34% | 59,502 | 1,675 | 2.9% | $3.84万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $137.05万 | 0.34% | 25,680 | 791 | 3.2% | $4.22万 | 加仓 |
| IWF | ISHARES TR | $138.66万 | 0.35% | 3,252 | -152 | -4.5% | -$6.48万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $143.37万 | 0.36% | 5,053 | 955 | 23.3% | $27.10万 | 加仓 |
| WMT | WALMART INC | $144.78万 | 0.36% | 11,650 | -1,295 | -10.0% | -$16.09万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $168.39万 | 0.42% | 2,730 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $171.12万 | 0.43% | 51,933 | 12,955 | 33.2% | $42.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $171.70万 | 0.43% | 2,873 | -32 | -1.1% | -$1.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $173.19万 | 0.43% | 7,085 | -59 | -0.8% | -$1.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $176.73万 | 0.44% | 27,579 | -734 | -2.6% | -$4.70万 | 减仓 |
| MTUM | ISHARES TR | $180.74万 | 0.45% | 7,531 | 762 | 11.3% | $18.29万 | 加仓 |
| EMB | ISHARES TR | $182.29万 | 0.46% | 19,407 | 140 | 0.7% | $1.32万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $184.95万 | 0.46% | 7,783 | -322 | -4.0% | -$7.65万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $186.01万 | 0.47% | 51,270 | -4,299 | -7.7% | -$15.60万 | 减仓 |
| TFI | SPDR SERIES TRUST | $196.26万 | 0.49% | 43,286 | 4,577 | 11.8% | $20.75万 | 加仓 |
| STIP | ISHARES TR | $196.92万 | 0.49% | 19,039 | 316 | 1.7% | $3.27万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $201.74万 | 0.51% | 52,440 | 646 | 1.2% | $2.49万 | 加仓 |
| IYW | ISHARES TR | $206.96万 | 0.52% | 11,408 | -196 | -1.7% | -$3.56万 | 减仓 |
| SUB | ISHARES TR | $207.56万 | 0.52% | 19,489 | 1,414 | 7.8% | $15.06万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $209.22万 | 0.52% | 49,216 | -10,184 | -17.1% | -$43.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $209.32万 | 0.52% | 65,517 | 1,045 | 1.6% | $3.34万 | 加仓 |
| IGOV | ISHARES TR | $230.55万 | 0.58% | 56,150 | 9,006 | 19.1% | $36.98万 | 加仓 |
| COMT | ISHARES U S ETF TR | $232.99万 | 0.58% | 68,911 | -89,613 | -56.5% | -$302.98万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $235.61万 | 0.59% | 65,050 | 6,032 | 10.2% | $21.85万 | 加仓 |
| AVGO | BROADCOM INC | $247.10万 | 0.62% | 7,984 | 142 | 1.8% | $4.39万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $248.72万 | 0.62% | 26,392 | -700 | -2.6% | -$6.60万 | 减仓 |
| EFG | ISHARES TR | $255.86万 | 0.64% | 22,974 | -2,297 | -9.1% | -$25.58万 | 减仓 |
| IJH | ISHARES TR | $259.28万 | 0.65% | 38,395 | -5,081 | -11.7% | -$34.31万 | 减仓 |
| HDV | ISHARES TR | $264.34万 | 0.66% | 19,477 | -45,800 | -70.2% | -$621.59万 | 减仓 |
| GOOGL | ALPHABET INC | $280.35万 | 0.70% | 9,749 | 96 | 1.0% | $2.76万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $327.30万 | 0.82% | 130,398 | -2,637 | -2.0% | -$6.62万 | 减仓 |
| IAU | ISHARES GOLD TR | $328.61万 | 0.82% | 37,274 | 1,548 | 4.3% | $13.65万 | 加仓 |
| OEF | ISHARES TR | $342.12万 | 0.86% | 10,756 | 2,057 | 23.6% | $65.43万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $354.00万 | 0.89% | 100,998 | -1,388 | -1.4% | -$4.86万 | 减仓 |
| IAGG | ISHARES TR | $371.94万 | 0.93% | 74,329 | 4,220 | 6.0% | $21.12万 | 加仓 |
| AMZN | AMAZON COM INC | $372.45万 | 0.93% | 17,883 | 1,198 | 7.2% | $24.95万 | 加仓 |
| IDEV | ISHARES TR | $381.54万 | 0.96% | 45,656 | -3,785 | -7.7% | -$31.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $392.97万 | 0.98% | 13,359 | 253 | 1.9% | $7.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $404.99万 | 1.01% | 10,941 | 780 | 7.7% | $28.87万 | 加仓 |
| TLH | ISHARES TR | $416.33万 | 1.04% | 41,335 | 1,619 | 4.1% | $16.31万 | 加仓 |
| BOND | PIMCO ETF TR | $419.31万 | 1.05% | 45,439 | 29,264 | 180.9% | $270.05万 | 加仓 |
| GLD | SPDR GOLD TR | $461.79万 | 1.16% | 10,732 | 9,812 | 1,066.5% | $422.20万 | 加仓 |
| MBB | ISHARES TR | $502.61万 | 1.26% | 52,934 | 172 | 0.3% | $1.63万 | 加仓 |
| IEMG | ISHARES INC | $503.21万 | 1.26% | 72,145 | 5,072 | 7.6% | $35.38万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $523.41万 | 1.31% | 100,792 | 2,862 | 2.9% | $14.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $540.33万 | 1.35% | 30,982 | 989 | 3.3% | $17.25万 | 加仓 |
| IVE | ISHARES TR | $597.47万 | 1.50% | 28,296 | 2,367 | 9.1% | $49.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $665.68万 | 1.67% | 20,750 | -889 | -4.1% | -$28.52万 | 减仓 |
| IVW | ISHARES TR | $684.29万 | 1.71% | 60,498 | 4,256 | 7.6% | $48.14万 | 加仓 |
| MUB | ISHARES TR | $694.24万 | 1.74% | 65,402 | 1,613 | 2.5% | $17.12万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $722.49万 | 1.81% | 124,182 | 9,489 | 8.3% | $55.21万 | 加仓 |
| AAPL | APPLE INC | $745.39万 | 1.87% | 29,371 | -5,028 | -14.6% | -$127.60万 | 减仓 |
| EFV | ISHARES TR | $773.79万 | 1.94% | 104,074 | 2,550 | 2.5% | $18.96万 | 加仓 |
| IUSB | ISHARES TR | $1,530.76万 | 3.83% | 331,404 | -3,843 | -1.1% | -$17.75万 | 减仓 |
| QUAL | ISHARES TR | $1,721.12万 | 4.31% | 89,730 | -16,052 | -15.2% | -$307.89万 | 减仓 |
| IQLT | ISHARES TR | $1,793.21万 | 4.49% | 387,889 | -3,338 | -0.9% | -$15.43万 | 减仓 |
| ACWX | ISHARES TR | $2,730.56万 | 6.84% | 398,797 | -40,655 | -9.3% | -$278.36万 | 减仓 |
| IVV | ISHARES TR | $2,736.96万 | 6.85% | 41,900 | -42 | -0.1% | -$2.74万 | 减仓 |
| ITOT | ISHARES TR | $2,943.33万 | 7.37% | 206,651 | -36,994 | -15.2% | -$526.91万 | 减仓 |