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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,960 | -100.0% | -$42.79万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,314 | -100.0% | -$40.84万 | 清仓 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | -7,500 | -100.0% | -$35.27万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,423 | -100.0% | -$34.68万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,934 | -100.0% | -$30.03万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -3,296 | -100.0% | -$28.57万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,623 | -100.0% | -$26.93万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -3,237 | -100.0% | -$26.08万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,892 | -100.0% | -$24.97万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -4,933 | -100.0% | -$24.82万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -5,320 | -100.0% | -$24.75万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,339 | -100.0% | -$22.55万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -639 | -100.0% | -$22.06万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,034 | -100.0% | -$21.72万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,474 | -100.0% | -$21.56万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -1,497 | -100.0% | -$21.17万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,321 | -100.0% | -$21.02万 | 清仓 |
| F | FORD MTR CO | $16.19万 | 0.04% | 11,649 | 11,649 | — | $16.19万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.02万 | 0.05% | 403 | 403 | — | $20.02万 | 新建仓 |
| USB | US BANCORP | $20.31万 | 0.05% | 3,362 | -1,254 | -27.2% | -$7.57万 | 重新持有 |
| SLB | SLB LIMITED | $20.31万 | 0.05% | 4,368 | 58 | 1.3% | $2,696 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $20.47万 | 0.05% | 9,195 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $20.75万 | 0.05% | 7,500 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $20.77万 | 0.05% | 397 | 397 | — | $20.77万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.84万 | 0.05% | 524 | 524 | — | $20.84万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.91万 | 0.05% | 1,237 | -29 | -2.3% | -$4,903 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.21万 | 0.05% | 5,775 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $21.29万 | 0.05% | 289 | 289 | — | $21.29万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.33万 | 0.05% | 419 | 14 | 3.5% | $7,126 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $21.41万 | 0.05% | 2,872 | -133 | -4.4% | -$9,912 | 减仓 |
| VUG | VANGUARD INDEX FDS | $21.54万 | 0.05% | 2,500 | 2,081 | 496.7% | $17.93万 | 重新持有 |
| DIA | STATE STR SPDR DOW JONES IND | $21.54万 | 0.05% | 412 | 412 | — | $21.54万 | 新建仓 |
| IGV | ISHARES TR | $21.75万 | 0.05% | 2,401 | 2,401 | — | $21.75万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $21.84万 | 0.05% | 550 | 550 | — | $21.84万 | 新建仓 |
| APH | AMPHENOL CORP | $21.88万 | 0.05% | 1,241 | 1,241 | — | $21.88万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $21.95万 | 0.05% | 4,562 | 4,562 | — | $21.95万 | 新建仓 |
| — | CALAMOS ETF TR | $22.42万 | 0.05% | 9,155 | 9,155 | — | $22.42万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $22.56万 | 0.05% | 2,409 | 2,409 | — | $22.56万 | 新建仓 |
| MDT | MEDTRONIC PLC | $22.82万 | 0.05% | 2,917 | -1,713 | -37.0% | -$13.40万 | 减仓 |
| NVS | NOVARTIS AG | $23.01万 | 0.05% | 1,468 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $23.50万 | 0.05% | 2,046 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $23.64万 | 0.05% | 6,637 | -100 | -1.5% | -$3,562 | 减仓 |
| HCA | HCA HEALTHCARE INC | $23.90万 | 0.05% | 613 | -345 | -36.0% | -$13.45万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $24.02万 | 0.05% | 7,725 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $24.06万 | 0.05% | 4,360 | -125 | -2.8% | -$6,898 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.21万 | 0.05% | 8,060 | -100 | -1.2% | -$3,004 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.40万 | 0.06% | 5,410 | 5,410 | — | $24.40万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $24.59万 | 0.06% | 1,942 | 63 | 3.4% | $7,976 | 加仓 |
| FOXA | FOX CORP | $24.74万 | 0.06% | 4,744 | 489 | 11.5% | $2.55万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $24.78万 | 0.06% | 4,186 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $24.80万 | 0.06% | 971 | 971 | — | $24.80万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.00万 | 0.06% | 5,940 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $25.04万 | 0.06% | 499 | 123 | 32.7% | $6.17万 | 重新持有 |
| DHI | D R HORTON INC | $25.12万 | 0.06% | 1,542 | 1,542 | — | $25.12万 | 新建仓 |
| STT | STATE STR CORP | $25.15万 | 0.06% | 1,483 | 1,483 | — | $25.15万 | 新建仓 |
| TJX | TJX COS INC NEW | $25.22万 | 0.06% | 1,665 | -365 | -18.0% | -$5.53万 | 减仓 |
| SYK | STRYKER CORPORATION | $25.25万 | 0.06% | 802 | 161 | 25.1% | $5.07万 | 加仓 |
| EFA | ISHARES TR | $25.34万 | 0.06% | 2,439 | -28 | -1.1% | -$2,909 | 减仓 |
| UL | UNILEVER PLC | $25.44万 | 0.06% | 4,232 | -226 | -5.1% | -$1.36万 | 减仓 |
| — | CALAMOS ETF TR | $25.66万 | 0.06% | 9,287 | -112 | -1.2% | -$3,095 | 减仓 |
| LIN | LINDE PLC | $25.90万 | 0.06% | 499 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $25.99万 | 0.06% | 2,356 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $26.04万 | 0.06% | 575 | 92 | 19.0% | $4.17万 | 加仓 |
| WELL | WELLTOWER INC | $26.44万 | 0.06% | 1,165 | -33 | -2.8% | -$7,490 | 减仓 |
| BX | BLACKSTONE INC | $26.66万 | 0.06% | 2,266 | -51 | -2.2% | -$6,001 | 减仓 |
| UNP | UNION PAC CORP | $26.79万 | 0.06% | 985 | -75 | -7.1% | -$2.04万 | 减仓 |
| LOW | LOWES COS INC | $26.99万 | 0.06% | 1,224 | -468 | -27.7% | -$10.32万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $27.07万 | 0.06% | 8,140 | 8,140 | — | $27.07万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $27.17万 | 0.06% | 7,854 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $27.26万 | 0.06% | 6,437 | -582 | -8.3% | -$2.46万 | 减仓 |
| CB | CHUBB LIMITED | $27.31万 | 0.06% | 802 | -14 | -1.7% | -$4,767 | 减仓 |
| MMM | 3M CO | $27.33万 | 0.06% | 1,688 | -1 | -0.1% | -$162 | 减仓 |
| SNDK | SANDISK CORP | $27.51万 | 0.06% | 121 | 121 | — | $27.51万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $27.73万 | 0.06% | 681 | 35 | 5.4% | $1.43万 | 加仓 |
| BLK | BLACKROCK INC | $28.03万 | 0.06% | 292 | 3 | 1.0% | $2,880 | 加仓 |
| CIEN | CIENA CORP | $28.21万 | 0.06% | 575 | 575 | — | $28.21万 | 新建仓 |
| PFE | PFIZER INC | $28.33万 | 0.06% | 11,766 | -6,923 | -37.0% | -$16.67万 | 减仓 |
| MPC | MARATHON PETE CORP | $28.35万 | 0.06% | 1,109 | -5 | -0.4% | -$1,278 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $28.57万 | 0.06% | 771 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $28.69万 | 0.07% | 3,388 | -24 | -0.7% | -$2,033 | 减仓 |
| — | INNOVATOR ETFS TRUST | $28.87万 | 0.07% | 9,180 | -700 | -7.1% | -$2.20万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $29.09万 | 0.07% | 853 | 853 | — | $29.09万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $29.50万 | 0.07% | 1,556 | -206 | -11.7% | -$3.91万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $29.75万 | 0.07% | 2,188 | -512 | -19.0% | -$6.96万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $29.85万 | 0.07% | 2,043 | -143 | -6.5% | -$2.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.23万 | 0.07% | 9,965 | 610 | 6.5% | $1.85万 | 加仓 |
| QCOM | QUALCOMM INC | $30.66万 | 0.07% | 1,659 | -13 | -0.8% | -$2,402 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $30.81万 | 0.07% | 8,296 | -1,000 | -10.8% | -$3.71万 | 减仓 |
| TWLO | TWILIO INC | $31.07万 | 0.07% | 1,506 | -667 | -30.7% | -$13.76万 | 重新持有 |
| DE | DEERE & CO | $31.27万 | 0.07% | 493 | -8 | -1.6% | -$5,075 | 减仓 |
| WFC | WELLS FARGO & CO | $31.51万 | 0.07% | 3,813 | -171 | -4.3% | -$1.41万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $31.60万 | 0.07% | 892 | -49 | -5.2% | -$1.74万 | 减仓 |
| — | CALAMOS ETF TR | $31.96万 | 0.07% | 11,568 | 773 | 7.2% | $2.14万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $32.32万 | 0.07% | 1,813 | -37 | -2.0% | -$6,595 | 减仓 |
| CRH | CRH PLC | $32.43万 | 0.07% | 3,031 | 1,205 | 66.0% | $12.89万 | 重新持有 |
| IHI | ISHARES TR | $32.87万 | 0.07% | 6,652 | 6,652 | — | $32.87万 | 新建仓 |
| JBL | JABIL INC | $34.35万 | 0.08% | 891 | -12 | -1.3% | -$4,626 | 减仓 |
| MPLX | MPLX LP | $34.87万 | 0.08% | 6,191 | 191 | 3.2% | $1.08万 | 加仓 |
| ALL | ALLSTATE CORP | $35.14万 | 0.08% | 1,477 | 1,477 | — | $35.14万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.19万 | 0.08% | 2,227 | -98 | -4.2% | -$1.55万 | 减仓 |