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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 72
增持 64
减持 7
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
BAR
GRANITESHARES GOLD TR
+$10.5M
322,782
增持
QQQ
INVESCO QQQ TR
+$6.8M
14,018
+609%
增持
MSFT
MICROSOFT CORP
+$4.9M
18,971
+58%
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
GLD
SPDR GOLD TR
+$4.9M
19,709
+406%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.6M
91,125
+316%
增持
NVDA
NVIDIA CORPORATION
+$4.3M
49,455
+51%
建仓
XTRE
BONDBLOXX ETF TRUST
+$4.1M
82,572
增持
WMT
WALMART INC
+$3.5M
52,250
+191%
建仓
VCRM
VANGUARD MUN BD FDS
+$3.4M
46,458
建仓
POCT
INNOVATOR ETFS TRUST
+$3.1M
75,655
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$3.0M
113,057
增持
SPYM
SPDR SERIES TRUST
+$3.0M
44,644
+1131%
建仓
USDU
WISDOMTREE TR
+$3.0M
115,043
增持
VTI
VANGUARD INDEX FDS
+$2.9M
90,724
+1%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
7,305
+206%
增持
AVGO
BROADCOM INC
+$2.9M
14,690
+112%
建仓
LRCX
LAM RESEARCH CORP
+$2.7M
28,239
建仓
SMH
VANECK ETF TRUST
+$2.7M
9,844
增持
SO
SOUTHERN CO
+$2.5M
30,422
+982%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$2.4M
21,491
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
41,711
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$2.3M
50,115
增持
STXG
EA SERIES TRUST
+$2.2M
275,739
+6%
增持
MUB
ISHARES TR
+$2.2M
35,077
+145%
增持
NFLX
NETFLIX INC
+$2.1M
2,130
+180%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$2.0M
0
-100%
增持
META
META PLATFORMS INC
+$1.9M
6,690
+26%
建仓
NTES
NETEASE INC
+$1.8M
13,019
增持
AMZN
AMAZON COM INC
+$1.7M
21,290
+35%
减持
IVV
ISHARES TR
-$1.7M
11,023
-27%
建仓
TQQQ
PROSHARES TR
+$1.5M
18,597
建仓
ZECP
ZACKS TRUST
+$1.5M
45,872
增持
IJR
ISHARES TR
+$1.4M
13,204
+35586%
增持
TJX
TJX COS INC NEW
+$1.4M
12,941
+571%
增持
MCD
MCDONALDS CORP
+$1.3M
6,651
+238%
建仓
XAR
SPDR SERIES TRUST
+$1.3M
6,087
增持
IXUS
ISHARES TR
+$1.2M
22,865
+194%
建仓
WBIL
ABSOLUTE SHS TR
+$1.2M
37,641
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
48,428
+510%
建仓
SCHF
SCHWAB STRATEGIC TR
+$1.1M
50,201
减持
VTV
VANGUARD INDEX FDS
-$1.1M
31,613
-18%
建仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
20,873
增持
XLU
SELECT SECTOR SPDR TR
+$1.1M
18,890
+233%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.1M
12,864
增持
VO
VANGUARD INDEX FDS
+$1.1M
36,998
+3%
建仓
WBIG
ABSOLUTE SHS TR
+$1.1M
49,009
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
11,688
增持
MTUM
ISHARES TR
+$1.0M
4,662
+1174%
增持
AAPL
APPLE INC
+$1.0M
20,523
+44%
建仓
BTAL
AGF INVTS TR
+$1.0M
57,884
增持
FLOT
ISHARES TR
+$1.0M
26,847
+283%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$984.1K
24,921
建仓
WBIF
ABSOLUTE SHS TR
+$932.9K
32,417
减持
SPDW
SPDR INDEX SHS FDS
+$920.5K
323,305
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$873.0K
6,726
+53%
建仓
SCHR
SCHWAB STRATEGIC TR
+$864.0K
34,517
增持
AVDE
AMERICAN CENTY ETF TR
+$839.3K
22,701
+79%
建仓
VXF
VANGUARD INDEX FDS
+$820.6K
4,258
增持
SPEM
SPDR INDEX SHS FDS
+$817.5K
187,323
+3%
清仓
NOBL
PROSHARES TR
-$806.4K
0
-100%
建仓
IJH
ISHARES TR
+$784.3K
12,645
增持
ORCL
ORACLE CORP
+$759.4K
6,871
+29%
建仓
SPYV
SPDR SERIES TRUST
+$708.6K
13,538
清仓
KIE
SPDR SER TR
-$707.4K
0
-100%
增持
V
VISA INC
+$676.4K
5,157
+57%
增持
XLE
SELECT SECTOR SPDR TR
+$668.4K
23,849
+65%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$664.1K
50,926
建仓
WBIY
ABSOLUTE SHS TR
+$629.1K
21,503
建仓
IWF
ISHARES TR
+$614.8K
1,448
增持
AGG
ISHARES TR
+$611.7K
8,495
+264%
建仓
SHV
ISHARES TR
+$604.5K
5,475
增持
LLY
ELI LILLY & CO
+$594.9K
2,050
+69%
增持
MA
MASTERCARD INCORPORATED
+$579.0K
2,130
+89%
增持
HYG
ISHARES TR
+$570.8K
20,563
+49%
增持
GOOG
ALPHABET INC
+$565.7K
12,168
+19%
减持
XLF
SELECT SECTOR SPDR TR
-$563.0K
17,515
-41%
增持
STXV
EA SERIES TRUST
+$557.6K
410,476
+4%
增持
IAU
ISHARES GOLD TR
+$554.5K
19,709
+72%
建仓
SMIZ
ZACKS TRUST
+$549.1K
16,201
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$548.0K
22,244
增持
SPYG
SPDR SERIES TRUST
+$544.0K
6,637
+502%
建仓
ITOT
ISHARES TR
+$543.5K
4,025
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$536.9K
4,532
+54%
增持
COST
COSTCO WHSL CORP NEW
+$530.3K
779
+205%
建仓
BALT
INNOVATOR ETFS TRUST
+$521.2K
16,246
建仓
VCRB
VANGUARD MALVERN FDS
+$518.6K
6,685
建仓
IEF
ISHARES TR
+$497.9K
5,199
增持
XLK
SELECT SECTOR SPDR TR
+$490.2K
6,470
+16%
增持
PM
PHILIP MORRIS INTL INC
+$489.5K
5,919
+60%
建仓
IEFA
ISHARES TR
+$488.1K
5,847
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$463.4K
4,633
+133%
建仓
FELG
FIDELITY COVINGTON TRUST
+$454.8K
12,282
建仓
AVEM
AMERICAN CENTY ETF TR
+$450.4K
6,572
建仓
—
TRANE TECHNOLOGIES PLC
+$438.7K
1,003
增持
EFV
ISHARES TR
+$435.7K
9,988
+197%
建仓
MCK
MCKESSON CORP
+$426.5K
582
建仓
IWP
ISHARES TR
+$418.8K
3,020
增持
BUXX
EA SERIES TRUST
+$410.7K
317,370
+7%
增持
PG
PROCTER AND GAMBLE CO
+$410.4K
9,723
+46%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$410.1K
8,291
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$408.1K
6,951
+86788%
建仓
EALT
INNOVATOR ETFS TRUST
+$407.7K
12,513
增持
—
EA SERIES TRUST
+$402.5K
133,762
+5%
增持
TLT
ISHARES TR
+$401.4K
11,427
+71%
增持
APH
AMPHENOL CORP NEW
+$400.9K
6,054
+102%
建仓
SEIC
SEI INVTS CO
+$393.1K
4,374
增持
PODD
INSULET CORP
+$386.8K
2,036
+111%
建仓
SCHM
SCHWAB STRATEGIC TR
+$380.9K
13,581
建仓
IYW
ISHARES TR
+$380.8K
2,198
增持
WFC
WELLS FARGO CO NEW
+$373.2K
10,606
+60%
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$368.3K
12,653
建仓
IEMG
ISHARES INC
+$368.3K
6,135
建仓
—
CYBERARK SOFTWARE LTD
+$363.3K
893
建仓
SPBO
SPDR SERIES TRUST
+$363.2K
12,430
增持
MNST
MONSTER BEVERAGE CORP NEW
+$363.0K
9,211
+152%
建仓
SECR
NEW YORK LIFE INVTS ACTIVE E
+$361.0K
13,809
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$360.6K
7,784
建仓
VTIP
VANGUARD MALVERN FDS
+$358.8K
7,137
建仓
FOXA
FOX CORP
+$354.7K
6,330
建仓
EFG
ISHARES TR
+$346.9K
3,097
建仓
FDVV
FIDELITY COVINGTON TRUST
+$343.7K
6,607
增持
BIL
SPDR SERIES TRUST
+$335.1K
8,789
+71%
减持
VTEB
VANGUARD MUN BD FDS
-$332.9K
59,456
-9%
增持
QUAL
ISHARES TR
+$331.8K
3,388
+101%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$329.9K
906
+143%
建仓
EVRG
EVERGY INC
+$324.3K
4,705
建仓
SPIB
SPDR SERIES TRUST
+$319.2K
9,507
清仓
YUM
YUM BRANDS INC
-$317.6K
0
-100%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$316.2K
8,822
增持
KO
COCA COLA CO
+$315.3K
11,952
+61%
清仓
VNLA
JANUS DETROIT STR TR
-$310.7K
0
-100%
建仓
CWB
SPDR SERIES TRUST
+$309.0K
3,738
建仓
FTNT
FORTINET INC
+$308.1K
2,914
清仓
SNA
SNAP ON INC
-$301.6K
0
-100%
建仓
CVNA
CARVANA CO
+$300.6K
892
增持
HD
HOME DEPOT INC
+$296.8K
2,945
+38%
增持
ARKB
ARK 21SHARES BITCOIN ETF
-$293.9K
14,731
+47%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$293.7K
5,604
-51%
减持
HODL
VANECK BITCOIN ETF
-$292.9K
17,299
-51%
建仓
VSDM
VANGUARD MUN BD FDS
+$292.2K
3,860
增持
BAC
BANK AMERICA CORP
+$287.8K
17,664
+35%
建仓
—
CRISPR THERAPEUTICS AG
+$281.7K
5,792
清仓
SUB
ISHARES TR
-$269.7K
0
-100%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$267.9K
4,008
建仓
LEU
CENTRUS ENERGY CORP
+$266.5K
1,455
增持
GOOGL
ALPHABET INC
+$266.1K
6,652
+13%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$264.5K
5,707
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$263.7K
8,577
建仓
DEA
EASTERLY GOVT PPTYS INC
+$260.9K
11,753
增持
GE
GE AEROSPACE
+$260.0K
2,014
+56%
