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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 30
增持 96
减持 16
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
XLK
SELECT SECTOR SPDR TR
+$5.2M
24,178
+274%
增持
IAU
ISHARES GOLD TR
+$5.1M
86,816
+340%
增持
SMH
VANECK ETF TRUST
+$4.7M
22,803
+132%
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。
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$4.7M
48,517
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$4.7M
30,158
增持
VTI
VANGUARD INDEX FDS
+$3.9M
95,991
+6%
减持
QQQ
INVESCO QQQ TR
-$3.5M
7,106
-49%
增持
TQQQ
PROSHARES TR
+$3.2M
45,678
+146%
增持
AAPL
APPLE INC
+$2.7M
27,114
+32%
增持
AVGO
BROADCOM INC
+$2.4M
19,504
+33%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$2.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
54,146
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
75,568
+81%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.1M
47,714
+110%
增持
BND
VANGUARD BD INDEX FDS
+$2.1M
211,641
+14%
增持
MAGS
LISTED FDS TR
+$2.1M
38,477
+386%
增持
GOOG
ALPHABET INC
+$1.9M
16,763
+38%
增持
XLE
SELECT SECTOR SPDR TR
+$1.9M
44,141
+85%
增持
META
META PLATFORMS INC
+$1.9M
9,310
+39%
增持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$1.9M
61,855
+196%
增持
SPEM
SPDR INDEX SHS FDS
+$1.8M
210,519
+12%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
9,538
+31%
增持
MSFT
MICROSOFT CORP
+$1.6M
21,230
+12%
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
342,208
+6%
减持
SO
SOUTHERN CO
-$1.5M
13,214
-57%
建仓
ETHA
ISHARES ETHEREUM TR
+$1.5M
48,596
增持
VO
VANGUARD INDEX FDS
+$1.5M
40,240
+9%
增持
IJR
ISHARES TR
+$1.4M
24,307
+84%
减持
POCT
INNOVATOR ETFS TRUST
-$1.4M
40,235
-47%
增持
IJH
ISHARES TR
+$1.4M
32,795
+159%
增持
AMZN
AMAZON COM INC
+$1.3M
27,387
+29%
增持
STXG
EA SERIES TRUST
+$1.3M
280,652
+2%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
20,648
+464%
增持
GOOGL
ALPHABET INC
+$1.2M
9,913
+49%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.2M
22,439
+241%
建仓
SPY
SPDR S&P 500 ETF TR
+$1.2M
1,808
减持
LRCX
LAM RESEARCH CORP
-$1.2M
11,605
-59%
减持
WMT
WALMART INC
-$1.2M
38,228
-27%
减持
XTRE
BONDBLOXX ETF TRUST
-$1.1M
60,309
-27%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$1.1M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
78,014
+61%
减持
GLD
SPDR GOLD TR
-$1.1M
13,878
-30%
增持
SPYV
SPDR SERIES TRUST
+$1.0M
31,259
+131%
建仓
IWY
ISHARES TR
+$975.3K
3,564
增持
CSCO
CISCO SYS INC
+$929.4K
22,378
+158%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$899.0K
7,378
+28%
增持
JNJ
JOHNSON & JOHNSON
+$881.2K
10,938
+46%
增持
IVW
ISHARES TR
+$874.3K
11,523
+145%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$851.7K
112,865
+122%
减持
BTAL
AGF INVTS TR
-$840.6K
11,557
-80%
增持
STXV
EA SERIES TRUST
+$837.8K
417,010
+2%
增持
BIL
SPDR SERIES TRUST
+$813.4K
17,652
+101%
建仓
BINC
BLACKROCK ETF TRUST II
+$812.1K
15,253
增持
ORCL
ORACLE CORP
+$808.6K
8,216
+20%
增持
OEF
ISHARES TR
+$792.0K
3,016
+333%
增持
PANW
PALO ALTO NETWORKS INC
+$775.2K
5,826
+190%
增持
MUB
ISHARES TR
+$746.6K
41,426
+18%
增持
JPM
JPMORGAN CHASE & CO.
+$729.3K
8,494
+26%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$717.9K
16,430
+41%
增持
DYNF
BLACKROCK ETF TRUST
+$709.2K
20,793
+117%
增持
TSLA
TESLA INC
+$691.0K
5,136
+2%
增持
SPTM
SPDR SERIES TRUST
+$674.9K
21,703
+51%
增持
HD
HOME DEPOT INC
+$651.9K
4,273
+45%
增持
VGT
VANGUARD WORLD FD
+$646.1K
1,873
+65%
建仓
SSO
PROSHARES TR
+$632.6K
5,642
增持
ANGL
VANECK ETF TRUST
+$629.4K
144,502
+15%
增持
ZECP
ZACKS TRUST
+$627.7K
62,210
+36%
清仓
IWF
ISHARES TR
-$614.8K
0
-100%
增持
FLOT
ISHARES TR
+$610.4K
38,761
+44%
清仓
SHV
ISHARES TR
-$604.5K
0
-100%
建仓
BLK
BLACKROCK INC
+$593.0K
509
增持
RTX
RTX CORPORATION
+$589.9K
5,883
+118%
减持
XLU
SELECT SECTOR SPDR TR
-$585.8K
10,971
-42%
建仓
SUB
ISHARES TR
+$577.3K
5,406
增持
PM
PHILIP MORRIS INTL INC
+$577.1K
10,204
+72%
增持
DFAC
DIMENSIONAL ETF TRUST
+$573.9K
23,077
+162%
增持
GE
GE AEROSPACE
+$569.2K
3,615
+79%
减持
BAR
GRANITESHARES GOLD TR
+$560.6K
291,545
-10%
增持
ABBV
ABBVIE INC
+$547.9K
5,680
+37%
增持
DFSV
DIMENSIONAL ETF TRUST
+$542.7K
88,541
+14%
增持
AGG
ISHARES TR
+$536.6K
13,759
+62%
增持
VZ
VERIZON COMMUNICATIONS INC
+$534.3K
22,987
+109%
增持
IUSB
ISHARES TR
+$529.9K
30,379
+58%
建仓
SCMB
SCHWAB STRATEGIC TR
+$513.2K
20,040
建仓
IDCC
INTERDIGITAL INC
+$508.6K
1,473
增持
SCHW
SCHWAB CHARLES CORP
+$507.0K
8,781
+142%
增持
CVX
CHEVRON CORP NEW
+$501.2K
7,550
+61%
建仓
NOC
NORTHROP GRUMMAN CORP
+$485.8K
797
减持
NTES
NETEASE INC
-$475.8K
8,397
-36%
增持
CWB
SPDR SERIES TRUST
+$473.8K
8,650
+131%
减持
NFLX
NETFLIX INC
-$467.7K
1,989
-7%
增持
BAC
BANK AMERICA CORP
+$466.4K
25,242
+43%
建仓
—
ALLEGION PLC
+$463.4K
2,613
增持
SCHP
SCHWAB STRATEGIC TR
+$449.1K
118,398
+15%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$448.6K
5,281
+17%
增持
XAR
SPDR SERIES TRUST
+$447.6K
7,370
+21%
增持
USIG
ISHARES TR
+$444.3K
28,159
+41%
增持
PFF
ISHARES TR
+$436.1K
25,447
+112%
增持
SPLB
SPDR SERIES TRUST
+$432.5K
69,888
+33%
建仓
ULTA
ULTA BEAUTY INC
+$431.4K
789
增持
IXUS
ISHARES TR
+$429.8K
26,610
+16%
增持
GOVT
ISHARES TR
+$428.3K
58,355
+46%
清仓
MCK
MCKESSON CORP
-$426.5K
0
-100%
清仓
IWP
ISHARES TR
-$418.8K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$417.8K
1,391
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$415.4K
27,631
-20%
建仓
CINF
CINCINNATI FINL CORP
+$411.4K
2,602
减持
LLY
ELI LILLY & CO
-$407.0K
1,562
-24%
增持
—
EXXON MOBIL CORP
+$403.9K
13,860
+29%
建仓
BAI
BLACKROCK ETF TRUST
+$400.4K
11,721
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$396.5K
7,181
增持
EFV
ISHARES TR
+$396.4K
15,193
+52%
增持
IVE
ISHARES TR
+$395.3K
3,358
+120%
建仓
ARP
ADVISORS INNER CIRCLE FD II
+$393.7K
12,799
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$390.6K
2,922
+99%
增持
IEMG
ISHARES INC
+$389.7K
11,498
+87%
增持
QUAL
ISHARES TR
+$380.1K
5,138
+52%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$376.1K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$372.8K
2,228
增持
URI
UNITED RENTALS INC
+$371.8K
716
+73%
增持
KLAC
KLA CORP
+$369.4K
529
+135%
增持
HYG
ISHARES TR
+$369.1K
24,972
+21%
增持
—
CYBERARK SOFTWARE LTD
+$369.1K
1,516
+70%
建仓
COF
CAPITAL ONE FINL CORP
+$365.6K
1,720
建仓
EQIX
EQUINIX INC
+$356.6K
455
增持
WFC
WELLS FARGO CO NEW
+$351.8K
14,335
+35%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$350.8K
31,760
+27%
增持
LOW
LOWES COS INC
+$350.2K
2,601
+90%
减持
USDU
WISDOMTREE TR
-$349.2K
99,109
-14%
增持
APH
AMPHENOL CORP NEW
+$348.6K
7,648
+26%
增持
MO
ALTRIA GROUP INC
+$344.7K
10,895
+70%
增持
SHOP
SHOPIFY INC
+$342.8K
3,936
+88%
清仓
LOPE
GRAND CANYON ED INC
-$341.3K
0
-100%
建仓
AMGN
AMGEN INC
+$340.3K
1,206
增持
PODD
INSULET CORP
+$334.7K
3,156
+55%
增持
SCHF
SCHWAB STRATEGIC TR
+$333.4K
61,977
+23%
增持
APD
AIR PRODS & CHEMS INC
+$318.7K
2,233
+117%
增持
INTC
INTEL CORP
+$317.6K
20,514
+24%
建仓
GLW
CORNING INC
+$317.1K
3,865
建仓
QLD
PROSHARES TR
+$313.5K
2,285
增持
CRWD
CROWDSTRIKE HLDGS INC
+$313.4K
1,580
+74%
减持
KO
COCA COLA CO
-$311.5K
8,052
-33%
建仓
EME
EMCOR GROUP INC
+$311.1K
479
增持
VUG
VANGUARD INDEX FDS
+$308.4K
1,098
+121%
增持
PFE
PFIZER INC
+$304.6K
29,760
+59%
建仓
—
TE CONNECTIVITY PLC
+$304.2K
1,386
建仓
IAGG
ISHARES TR
+$302.7K
5,909
建仓
UI
UBIQUITI INC
+$302.4K
458
增持
MRK
MERCK & CO INC
+$301.4K
12,206
+34%
建仓
IWB
ISHARES TR
+$296.4K
811
