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Advyzon Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Advyzon Investment Management, LLC
报告期 2026-03-31 · CIK 0002011872
持仓数
675
前50大市值合计
$535.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 64
增持 37
减持 24
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$5.0M
15,127
+151%
减持
VTI
VANGUARD INDEX FDS
-$4.7M
89,669
-12%
减持
ANGL
VANECK ETF TRUST
-$2.6M
124,350
-42%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHP
SCHWAB STRATEGIC TR
+$2.2M
101,048
+393%
减持
VO
VANGUARD INDEX FDS
-$2.1M
35,852
-17%
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$2.0M
21,647
增持
STXG
EA SERIES TRUST
+$1.9M
261,015
+32%
减持
QQQ
INVESCO QQQ TR
-$1.7M
1,976
-62%
增持
BUXX
EA SERIES TRUST
+$1.5M
297,304
+33%
增持
EFA
ISHARES TR
+$1.3M
23,459
+177%
增持
MSFT
MICROSOFT CORP
+$1.1M
12,022
+50%
增持
VTV
VANGUARD INDEX FDS
+$991.2K
38,742
+15%
增持
GLD
SPDR GOLD TR
+$896.9K
3,895
+318%
增持
AAPL
APPLE INC
+$887.2K
14,266
+57%
建仓
NOBL
PROSHARES TR
+$806.4K
7,892
清仓
SPY
SPDR S&P 500 ETF TR
-$737.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$723.9K
32,669
+56%
清仓
CWB
SPDR SER TR
-$720.9K
0
-100%
建仓
KIE
SPDR SER TR
+$707.4K
11,686
清仓
SCHD
SCHWAB STRATEGIC TR
-$688.1K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$662.3K
2,386
-32%
减持
VTEB
VANGUARD MUN BD FDS
-$662.3K
65,457
-16%
增持
TSLA
TESLA INC
+$638.1K
5,529
+181%
建仓
MCD
MCDONALDS CORP
+$614.6K
1,967
减持
DFSV
DIMENSIONAL ETF TRUST
-$604.8K
73,912
-15%
增持
SPTM
SPDR SER TR
+$586.4K
14,853
+150%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$579.2K
13,742
增持
AMZN
AMAZON COM INC
+$576.7K
15,825
+43%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$565.7K
37,597
+33%
清仓
VOE
VANGUARD INDEX FDS
-$563.6K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$561.5K
1,134
增持
HYG
ISHARES TR
+$527.2K
13,787
+93%
增持
GOOG
ALPHABET INC
+$519.5K
10,196
+81%
建仓
NOW
SERVICENOW INC
+$474.0K
595
清仓
SHV
ISHARES TR
-$467.3K
0
-100%
建仓
—
GARMIN LTD
+$448.5K
2,066
建仓
XLU
SELECT SECTOR SPDR TR
+$447.3K
5,672
建仓
WM
WASTE MGMT INC DEL
+$446.6K
1,929
减持
SMMD
ISHARES TR
-$441.0K
7,210
-45%
增持
IAU
ISHARES GOLD TR
+$433.3K
11,441
+135%
清仓
IWF
ISHARES TR
-$416.0K
0
-100%
减持
MAGS
LISTED FD TR
-$403.6K
9,055
-40%
增持
AVGO
BROADCOM INC
+$387.8K
6,916
+108%
增持
STXT
EA SERIES TRUST
+$380.3K
59,645
+44%
建仓
ARKQ
ARK ETF TR
+$380.2K
5,738
清仓
SMH
VANECK ETF TRUST
-$369.8K
0
-100%
增持
V
VISA INC
+$367.9K
3,295
+32%
增持
BOTZ
GLOBAL X FDS
+$365.8K
20,621
+198%
减持
VUG
VANGUARD INDEX FDS
-$365.4K
527
-61%
建仓
AMT
AMERICAN TOWER CORP NEW
+$346.1K
1,590
减持
VBR
VANGUARD INDEX FDS
-$343.5K
8,584
-12%
减持
XLF
SELECT SECTOR SPDR TR
-$342.6K
29,719
-21%
增持
MRSH
MARSH & MCLENNAN COS INC
+$342.2K
2,384
+111%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$339.2K
3,301
建仓
GWW
GRAINGER W W INC
+$337.6K
342
建仓
DG
DOLLAR GEN CORP NEW
+$332.7K
3,784
建仓
INTC
INTEL CORP
+$332.7K
14,648
清仓
EFG
ISHARES TR
-$332.1K
0
-100%
减持
STXV
EA SERIES TRUST
+$327.5K
396,435
-1%
增持
LLY
ELI LILLY & CO
+$325.7K
1,215
+38%
增持
XLP
SELECT SECTOR SPDR TR
+$324.2K
18,869
+22%
增持
IXUS
ISHARES TR
+$322.3K
7,775
+133%
建仓
MO
ALTRIA GROUP INC
+$319.2K
5,319
建仓
YUM
YUM BRANDS INC
+$317.6K
2,018
建仓
XHLF
BONDBLOXX ETF TRUST
+$309.9K
6,153
建仓
QCOM
QUALCOMM INC
+$309.4K
2,014
建仓
—
EVEREST GROUP LTD
+$303.0K
834
清仓
WDAY
WORKDAY INC
-$291.6K
0
-100%
增持
KO
COCA COLA CO
+$290.7K
7,404
+92%
建仓
SGOV
ISHARES TR
+$290.0K
2,880
建仓
SCHW
SCHWAB CHARLES CORP
+$288.2K
3,681
建仓
BSX
BOSTON SCIENTIFIC CORP
+$287.8K
2,853
清仓
IGV
ISHARES TR
-$283.0K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$282.1K
3,011
清仓
CHAT
TIDAL TR II
-$280.1K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$274.5K
631
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$274.3K
0
-100%
建仓
RSG
REPUBLIC SVCS INC
+$272.2K
1,124
建仓
BITB
BITWISE BITCOIN ETF TR
+$270.8K
6,034
建仓
TMUS
T-MOBILE US INC
+$270.2K
1,013
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$266.6K
4,997
-5%
建仓
IDV
ISHARES TR
+$262.9K
8,475
建仓
LOPE
GRAND CANYON ED INC
+$259.7K
1,501
建仓
DVYE
ISHARES INC
+$259.7K
9,515
建仓
GE
GE AEROSPACE
+$258.4K
1,291
建仓
SRET
GLOBAL X FDS
+$256.8K
12,112
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$255.8K
2,424
减持
SPDW
SPDR INDEX SHS FDS
+$254.2K
334,252
-4%
清仓
BETZ
LISTED FD TR
-$254.0K
0
-100%
建仓
PODD
INSULET CORP
+$252.9K
963
清仓
ARTY
ISHARES TR
-$248.0K
0
-100%
建仓
CHD
CHURCH & DWIGHT CO INC
+$243.1K
2,209
建仓
NKE
NIKE INC
+$242.7K
3,823
建仓
COST
COSTCO WHSL CORP NEW
+$241.2K
255
建仓
AXP
AMERICAN EXPRESS CO
+$237.4K
882
建仓
TJX
TJX COS INC NEW
+$235.1K
1,930
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$232.0K
2,949
+126%
建仓
NEE
NEXTERA ENERGY INC
+$231.3K
3,263
建仓
AGG
ISHARES TR
+$231.0K
2,335
建仓
GD
GENERAL DYNAMICS CORP
+$230.9K
847
清仓
SUSA
ISHARES TR
-$229.9K
0
-100%
增持
GOOGL
ALPHABET INC
+$227.3K
5,861
+63%
增持
PM
PHILIP MORRIS INTL INC
+$227.0K
3,708
+23%
清仓
ESPO
VANECK ETF TRUST
-$226.3K
0
-100%
清仓
ADSK
AUTODESK INC
-$219.3K
0
-100%
清仓
—
JANUS DETROIT STR TR
-$218.8K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$218.2K
0
-100%
增持
STXK
EA SERIES TRUST
+$217.2K
49,391
+29%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$216.6K
1,896
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$215.2K
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$214.1K
1,465
建仓
—
EASTERLY GOVT PPTYS INC
+$214.1K
20,194
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$213.9K
3,656
建仓
CLX
CLOROX CO DEL
+$213.4K
1,449
建仓
MBLY
MOBILEYE GLOBAL INC
+$213.2K
14,813
清仓
NOC
NORTHROP GRUMMAN CORP
-$213.1K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$212.2K
0
-100%
建仓
ISCF
ISHARES TR
+$210.8K
6,260
建仓
HON
HONEYWELL INTL INC
+$210.7K
995
清仓
VBK
VANGUARD INDEX FDS
-$209.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$208.7K
2,865
清仓
—
CARNIVAL CORP
-$208.7K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$206.4K
10,438
-14%
建仓
CVS
CVS HEALTH CORP
+$206.3K
3,045
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$204.7K
6,896
建仓
PINS
PINTEREST INC
+$204.7K
6,604
建仓
JBBB
JANUS DETROIT STR TR
+$203.9K
4,190
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$203.1K
419
建仓
DUK
DUKE ENERGY CORP NEW
+$202.7K
1,662
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$202.4K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$201.9K
814
增持
NFLX
NETFLIX INC
+$201.6K
760
+34%
减持
GILD
GILEAD SCIENCES INC
-$199.6K
1,948
-57%
建仓
APH
AMPHENOL CORP NEW
+$197.0K
3,003
增持
HODL
VANECK BITCOIN ETF
-$189.0K
35,178
+269%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$188.9K
4,412
-36%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$188.8K
11,399
-8%
增持
ORCL
ORACLE CORP
+$188.6K
5,312
+60%
建仓
PANW
PALO ALTO NETWORKS INC
+$188.4K
1,104
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$188.0K
9,989
-8%
减持
IUSB
ISHARES TR
-$186.0K
14,925
-23%
建仓
SHOP
SHOPIFY INC
+$185.2K
1,940
增持
JNJ
JOHNSON & JOHNSON
+$182.4K
5,514
+9%
建仓
PATH
UIPATH INC
+$181.5K
17,618
增持
TLTW
ISHARES TR
+$175.9K
22,379
+45%
减持
EMTL
SSGA ACTIVE TR
-$174.2K
7,806
-36%
增持
—
EA SERIES TRUST
+$172.1K
127,365
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$171.9K
2,226
+13%
减持
USFR
WISDOMTREE TR
-$170.3K
34,737
-9%
减持
SRLN
SSGA ACTIVE ETF TR
-$169.2K
7,762
-34%
