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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $114.89万 | 0.26% | 9,781 | -209 | -2.1% | -$2.45万 | 减仓 |
| CAT | CATERPILLAR INC | $118.31万 | 0.27% | 1,111 | -4 | -0.4% | -$4,260 | 减仓 |
| META | META PLATFORMS INC | $118.80万 | 0.27% | 2,109 | -122 | -5.5% | -$6.87万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $119.87万 | 0.27% | 5,015 | -38 | -0.8% | -$9,083 | 减仓 |
| C | CITIGROUP INC | $120.02万 | 0.27% | 8,575 | -31 | -0.4% | -$4,339 | 减仓 |
| WMT | WALMART INC | $121.32万 | 0.28% | 10,711 | -939 | -8.1% | -$10.64万 | 减仓 |
| USMV | ISHARES TR | $125.39万 | 0.28% | 12,999 | 4,667 | 56.0% | $45.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $127.85万 | 0.29% | 2,555 | -38 | -1.5% | -$1.90万 | 减仓 |
| V | VISA INC | $129.72万 | 0.29% | 3,781 | -70 | -1.8% | -$2.40万 | 减仓 |
| EMB | ISHARES TR | $130.73万 | 0.30% | 13,556 | -5,851 | -30.1% | -$56.43万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $134.19万 | 0.30% | 11,277 | 119 | 1.1% | $1.42万 | 加仓 |
| GOOG | ALPHABET INC | $134.55万 | 0.31% | 3,808 | 69 | 1.8% | $2.44万 | 加仓 |
| LLY | ELI LILLY & CO | $137.36万 | 0.31% | 1,145 | -116 | -9.2% | -$13.92万 | 减仓 |
| STIP | ISHARES TR | $142.39万 | 0.32% | 13,938 | -5,101 | -26.8% | -$52.11万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $144.28万 | 0.33% | 27,347 | -72 | -0.3% | -$3,799 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $144.69万 | 0.33% | 34,181 | -5,184 | -13.2% | -$21.94万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $146.12万 | 0.33% | 28,889 | 12,006 | 71.1% | $60.73万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $146.68万 | 0.33% | 24,852 | -828 | -3.2% | -$4.89万 | 减仓 |
| KLAC | KLA CORP | $149.35万 | 0.34% | 4,950 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $149.50万 | 0.34% | 17,851 | 2,018 | 12.7% | $16.90万 | 加仓 |
| ASML | ASML HLDG NV | $153.19万 | 0.35% | 770 | -19 | -2.4% | -$3.78万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $155.05万 | 0.35% | 3,578 | 34 | 1.0% | $1.47万 | 加仓 |
| IWF | ISHARES TR | $161.53万 | 0.37% | 13,009 | 1 | 0.0% | $124 | 加仓 |
| AMAT | APPLIED MATLS INC | $161.81万 | 0.37% | 2,238 | -5 | -0.2% | -$3,615 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $176.95万 | 0.40% | 18,019 | -8,373 | -31.7% | -$82.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $188.00万 | 0.43% | 7,402 | 317 | 4.5% | $8.05万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $192.02万 | 0.44% | 2,730 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $194.28万 | 0.44% | 51,020 | -250 | -0.5% | -$9,520 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $198.69万 | 0.45% | 2,059 | 359 | 21.1% | $34.64万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $199.14万 | 0.45% | 27,949 | 370 | 1.3% | $2.64万 | 加仓 |
| TFI | SPDR SERIES TRUST | $199.83万 | 0.45% | 43,631 | 345 | 0.8% | $1.58万 | 加仓 |
| IGOV | ISHARES TR | $201.66万 | 0.46% | 49,150 | -7,000 | -12.5% | -$28.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $201.94万 | 0.46% | 2,940 | 67 | 2.3% | $4.60万 | 加仓 |
| IYW | ISHARES TR | $206.62万 | 0.47% | 8,192 | -3,216 | -28.2% | -$81.11万 | 减仓 |
| SUB | ISHARES TR | $207.78万 | 0.47% | 19,515 | 26 | 0.1% | $2,768 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $209.55万 | 0.48% | 51,223 | -1,217 | -2.3% | -$4.98万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $215.01万 | 0.49% | 47,429 | -1,787 | -3.6% | -$8.10万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $225.33万 | 0.51% | 7,438 | -345 | -4.4% | -$10.45万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $226.06万 | 0.51% | 66,187 | 670 | 1.0% | $2.29万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $228.15万 | 0.52% | 3,572 | -430 | -10.7% | -$27.46万 | 减仓 |
| IAU | ISHARES GOLD TR | $248.29万 | 0.56% | 32,882 | -4,392 | -11.8% | -$33.16万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $290.03万 | 0.66% | 2,513 | 163 | 6.9% | $18.81万 | 加仓 |
| GOVT | ISHARES TR | $290.32万 | 0.66% | 127,446 | 67,944 | 114.2% | $154.78万 | 加仓 |
| IJH | ISHARES TR | $291.27万 | 0.66% | 37,774 | -621 | -1.6% | -$4.79万 | 减仓 |
| MTUM | ISHARES TR | $291.90万 | 0.66% | 8,514 | 983 | 13.1% | $33.70万 | 加仓 |
| AVGO | BROADCOM INC | $295.79万 | 0.67% | 7,830 | -154 | -1.9% | -$5.82万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $295.88万 | 0.67% | 68,634 | 3,584 | 5.5% | $15.45万 | 加仓 |
| EFG | ISHARES TR | $304.45万 | 0.69% | 24,469 | 1,495 | 6.5% | $18.60万 | 加仓 |
| OEF | ISHARES TR | $316.40万 | 0.72% | 8,648 | -2,108 | -19.6% | -$77.13万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $329.73万 | 0.75% | 62,543 | 10,610 | 20.4% | $55.94万 | 加仓 |
| GOOGL | ALPHABET INC | $344.57万 | 0.78% | 9,642 | -107 | -1.1% | -$3.82万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $345.33万 | 0.78% | 119,245 | -11,153 | -8.6% | -$32.30万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $370.20万 | 0.84% | 100,082 | -916 | -0.9% | -$3.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $396.34万 | 0.90% | 10,625 | -316 | -2.9% | -$11.79万 | 减仓 |
| IDEV | ISHARES TR | $403.27万 | 0.92% | 45,306 | -350 | -0.8% | -$3.12万 | 减仓 |
| AMZN | AMAZON COM INC | $406.30万 | 0.92% | 17,047 | -836 | -4.7% | -$19.93万 | 减仓 |
| IAGG | ISHARES TR | $416.33万 | 0.95% | 82,278 | 7,949 | 10.7% | $40.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $426.57万 | 0.97% | 13,032 | -327 | -2.4% | -$10.70万 | 减仓 |
| TLH | ISHARES TR | $430.54万 | 0.98% | 42,904 | 1,569 | 3.8% | $15.74万 | 加仓 |
| BOND | PIMCO ETF TR | $487.73万 | 1.11% | 52,893 | 7,454 | 16.4% | $68.73万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $495.66万 | 1.13% | 94,700 | -6,092 | -6.0% | -$31.89万 | 减仓 |
| MBB | ISHARES TR | $509.99万 | 1.16% | 53,956 | 1,022 | 1.9% | $9.66万 | 加仓 |
| GLD | SPDR GOLD TR | $524.20万 | 1.19% | 14,230 | 3,498 | 32.6% | $128.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $593.60万 | 1.35% | 29,667 | -1,315 | -4.2% | -$26.31万 | 减仓 |
| IEMG | ISHARES INC | $624.01万 | 1.42% | 75,327 | 3,182 | 4.4% | $26.36万 | 加仓 |
| MUB | ISHARES TR | $701.27万 | 1.59% | 65,162 | -240 | -0.4% | -$2.58万 | 减仓 |
| IVE | ISHARES TR | $704.36万 | 1.60% | 31,021 | 2,725 | 9.6% | $61.87万 | 加仓 |
| AAPL | APPLE INC | $716.05万 | 1.63% | 24,746 | -4,625 | -15.7% | -$133.83万 | 减仓 |
| EFV | ISHARES TR | $731.40万 | 1.66% | 95,545 | -8,529 | -8.2% | -$65.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $764.62万 | 1.74% | 20,663 | -87 | -0.4% | -$3.22万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $808.84万 | 1.84% | 118,929 | -5,253 | -4.2% | -$35.73万 | 减仓 |
| IVW | ISHARES TR | $820.81万 | 1.86% | 59,682 | -816 | -1.3% | -$11.22万 | 减仓 |
| IUSB | ISHARES TR | $1,485.70万 | 3.37% | 321,928 | -9,476 | -2.9% | -$43.73万 | 减仓 |
| IQLT | ISHARES TR | $1,848.51万 | 4.20% | 373,060 | -14,829 | -3.8% | -$73.48万 | 减仓 |
| QUAL | ISHARES TR | $1,856.70万 | 4.21% | 84,615 | -5,115 | -5.7% | -$112.24万 | 减仓 |
| ACWX | ISHARES TR | $2,992.95万 | 6.79% | 393,241 | -5,556 | -1.4% | -$42.29万 | 减仓 |
| IVV | ISHARES TR | $3,159.81万 | 7.17% | 42,193 | 293 | 0.7% | $21.94万 | 加仓 |
| ITOT | ISHARES TR | $3,281.91万 | 7.45% | 199,788 | -6,863 | -3.3% | -$112.74万 | 减仓 |