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 |
|---|---|---|---|---|---|---|---|---|
| LYB | LYONDELLBASELL INDUSTRIES NV | $26.08万 | 0.07% | 3,237 | 3,237 | — | $26.08万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.92万 | 0.06% | 767 | 37 | 5.1% | $1.25万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.75万 | 0.06% | 7,854 | -1,720 | -18.0% | -$5.64万 | 减仓 |
| UNP | UNION PAC CORP | $25.72万 | 0.06% | 1,060 | 71 | 7.2% | $1.72万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.62万 | 0.06% | 947 | -232 | -19.7% | -$6.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.62万 | 0.06% | 9,355 | 9,355 | — | $25.62万 | 新建仓 |
| — | CALAMOS ETF TR | $25.54万 | 0.06% | 9,399 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $25.40万 | 0.06% | 4,458 | -1,918 | -30.1% | -$10.93万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $25.22万 | 0.06% | 771 | 10 | 1.3% | $3,271 | 加仓 |
| COP | CONOCOPHILLIPS | $24.97万 | 0.06% | 1,892 | -1,205 | -38.9% | -$15.91万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $24.86万 | 0.06% | 2,700 | 94 | 3.6% | $8,655 | 加仓 |
| FOXA | FOX CORP | $24.85万 | 0.06% | 4,255 | 269 | 6.7% | $1.57万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $24.83万 | 0.06% | 4,485 | 829 | 22.7% | $4.59万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $24.82万 | 0.06% | 4,933 | 4,933 | — | $24.82万 | 新建仓 |
| HYDB | ISHARES TR | $24.75万 | 0.06% | 5,320 | -380 | -6.7% | -$1.77万 | 减仓 |
| LIN | LINDE PLC | $24.74万 | 0.06% | 499 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $24.61万 | 0.06% | 1,879 | -250 | -11.7% | -$3.27万 | 减仓 |
| MMM | 3M CO | $24.53万 | 0.06% | 1,689 | -72 | -4.1% | -$1.05万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $24.45万 | 0.06% | 405 | 405 | — | $24.45万 | 新建仓 |
| JBL | JABIL INC | $23.99万 | 0.06% | 903 | -9 | -1.0% | -$2,391 | 减仓 |
| EFA | ISHARES TR | $23.97万 | 0.06% | 2,467 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $23.69万 | 0.06% | 1,198 | 97 | 8.8% | $1.92万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.37万 | 0.06% | 5,940 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.07万 | 0.06% | 1,266 | 1,266 | — | $23.07万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $22.99万 | 0.06% | 2,046 | 2,046 | — | $22.99万 | 新建仓 |
| IWR | ISHARES TR | $22.91万 | 0.06% | 2,356 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $22.91万 | 0.06% | 2,191 | 331 | 17.8% | $3.46万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $22.86万 | 0.06% | 4,186 | 75 | 1.8% | $4,096 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $22.61万 | 0.06% | 3,005 | -267 | -8.2% | -$2.01万 | 减仓 |
| DIS | DISNEY WALT CO | $22.55万 | 0.06% | 2,339 | 81 | 3.6% | $7,808 | 加仓 |
| NVS | NOVARTIS AG | $22.42万 | 0.06% | 1,468 | 1,468 | — | $22.42万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $22.42万 | 0.06% | 6,737 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $22.15万 | 0.06% | 4,310 | 4,310 | — | $22.15万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.06万 | 0.06% | 639 | 639 | — | $22.06万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.99万 | 0.06% | 8,160 | 325 | 4.1% | $8,758 | 加仓 |
| TMUS | T-MOBILE US INC | $21.72万 | 0.05% | 1,034 | 1 | 0.1% | $210 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.56万 | 0.05% | 1,474 | -22 | -1.5% | -$3,218 | 减仓 |
| QCOM | QUALCOMM INC | $21.53万 | 0.05% | 1,672 | -184 | -9.9% | -$2.37万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.51万 | 0.05% | 7,725 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $21.17万 | 0.05% | 1,497 | 135 | 9.9% | $1.91万 | 加仓 |
| MCO | MOODYS CORP | $21.07万 | 0.05% | 483 | 77 | 19.0% | $3.36万 | 加仓 |
| SYK | STRYKER CORPORATION | $21.06万 | 0.05% | 641 | -21 | -3.2% | -$6,900 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $21.02万 | 0.05% | 7,321 | -864 | -10.6% | -$2.48万 | 重新持有 |
| PAA | PLAINS ALL AMERN PIPELINE L | $20.53万 | 0.05% | 9,195 | 9,195 | — | $20.53万 | 新建仓 |
| — | CALAMOS ETF TR | $20.21万 | 0.05% | 7,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.03万 | 0.05% | 5,775 | -155 | -2.6% | -$5,377 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$75.48万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,054 | -100.0% | -$47.22万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -166 | -100.0% | -$28.06万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,830 | -100.0% | -$26.98万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -919 | -100.0% | -$24.66万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYEL | LYELL IMMUNOPHARMA INC | $0 | 0.00% | 0 | -7,858 | -100.0% | -$24.19万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,054 | -100.0% | -$23.16万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -365 | -100.0% | -$22.08万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,224 | -100.0% | -$22.08万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -986 | -100.0% | -$21.67万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,144 | -100.0% | -$21.52万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -322 | -100.0% | -$21.33万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,290 | -100.0% | -$20.74万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |