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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 25
增持 109
减持 10
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$13.4M
29,146
+198%
增持
IVE
ISHARES TR
+$8.6M
43,944
+1209%
增持
DYNF
BLACKROCK ETF TRUST
+$8.4M
159,065
+665%
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
BAR
GRANITESHARES GOLD TR
+$8.1M
451,967
+55%
增持
USDU
WISDOMTREE TR
+$7.8M
404,396
+308%
增持
QQQ
INVESCO QQQ TR
+$7.5M
19,126
+169%
增持
IVW
ISHARES TR
+$7.4M
71,205
+518%
增持
IEMG
ISHARES INC
+$7.1M
117,082
+918%
减持
STXG
EA SERIES TRUST
-$6.5M
146,667
-48%
减持
STXV
EA SERIES TRUST
-$6.0M
223,066
-47%
增持
EFV
ISHARES TR
+$5.9M
97,078
+539%
增持
OEF
ISHARES TR
+$5.6M
19,184
+536%
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$4.7M
0
-100%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$4.7M
0
-100%
建仓
XTWY
BONDBLOXX ETF TRUST
+$4.6M
121,727
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$4.4M
23,188
-73%
增持
AAPL
APPLE INC
+$4.3M
41,334
+52%
减持
XLK
SELECT SECTOR SPDR TR
-$4.1M
18,537
-23%
增持
MSFT
MICROSOFT CORP
+$4.1M
31,241
+47%
增持
VTI
VANGUARD INDEX FDS
+$4.1M
106,195
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$4.0M
178,717
+305%
增持
WMT
WALMART INC
+$3.5M
67,054
+75%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$3.5M
30,660
增持
VOO
VANGUARD INDEX FDS
+$3.4M
14,706
+54%
增持
MUB
ISHARES TR
+$3.4M
72,532
+75%
增持
THRO
BLACKROCK ETF TRUST
+$3.3M
97,638
+744%
增持
AVGO
BROADCOM INC
+$3.3M
28,026
+44%
增持
GOOGL
ALPHABET INC
+$3.1M
17,739
+79%
增持
QUAL
ISHARES TR
+$3.1M
20,696
+303%
增持
LLY
ELI LILLY & CO
+$3.1M
3,989
+155%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
70,687
+31%
增持
MAGS
LISTED FDS TR
+$3.1M
84,519
+120%
清仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$3.0M
0
-100%
增持
BAI
BLACKROCK ETF TRUST
+$2.9M
98,086
+737%
增持
AMZN
AMAZON COM INC
+$2.7M
37,962
+39%
增持
JPM
JPMORGAN CHASE & CO.
+$2.4M
15,655
+84%
增持
HYG
ISHARES TR
+$2.4M
54,462
+118%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.2M
282,048
+150%
增持
JANW
AIM ETF PRODUCTS TRUST
+$2.2M
67,036
+827%
增持
JULW
AIM ETF PRODUCTS TRUST
+$2.2M
63,403
+828%
增持
APRW
AIM ETF PRODUCTS TRUST
+$2.2M
71,074
+835%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$2.2M
63,481
+829%
增持
MTUM
ISHARES TR
+$2.2M
12,848
+214%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
19,930
+82%
建仓
ITA
ISHARES TR
+$2.1M
9,732
减持
BUXX
EA SERIES TRUST
-$2.0M
227,090
-31%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
4,632
+156%
增持
XTRE
BONDBLOXX ETF TRUST
+$1.9M
99,505
+65%
增持
GOOG
ALPHABET INC
+$1.9M
18,923
+13%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.9M
79,117
+135%
增持
META
META PLATFORMS INC
+$1.8M
13,160
+41%
增持
IWY
ISHARES TR
+$1.8M
10,058
+182%
减持
—
EA SERIES TRUST
-$1.8M
70,082
-48%
增持
PM
PHILIP MORRIS INTL INC
+$1.8M
21,321
+109%
增持
SPDW
SPDR INDEX SHS FDS
+$1.7M
368,327
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
127,414
+63%
增持
CSCO
CISCO SYS INC
+$1.6M
41,100
+84%
增持
IUSB
ISHARES TR
+$1.6M
64,678
+113%
增持
BLK
BLACKROCK INC
+$1.6M
2,037
+300%
清仓
ETHA
ISHARES ETHEREUM TR
-$1.5M
0
-100%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$1.4M
15,375
+628%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
95,304
+26%
增持
—
EXXON MOBIL CORP
+$1.4M
24,742
+79%
建仓
JPSE
J P MORGAN EXCHANGE TRADED F
+$1.3M
26,878
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
10,046
+36%
增持
TLH
ISHARES TR
+$1.3M
17,489
+271%
建仓
QUIZ
ZACKS TRUST
+$1.2M
46,124
建仓
BDYN
BLACKROCK ETF TRUST
+$1.2M
47,130
增持
VO
VANGUARD INDEX FDS
+$1.2M
44,864
+11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
58,060
+83%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$1.2M
37,454
增持
ZECP
ZACKS TRUST
+$1.2M
93,634
+51%
增持
CWB
SPDR SERIES TRUST
+$1.2M
21,768
+152%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
6,041
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$1.1M
26,855
+274%
增持
XAR
SPDR SERIES TRUST
+$1.1M
11,644
+58%
增持
AGG
ISHARES TR
+$1.1M
24,558
+78%
增持
FAD
FIRST TR EXCHANGE-TRADED ALP
+$1.1M
8,110
+438%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
28,910
+453%
建仓
THIR
THOR FINL TECHNOLOGIES TR
+$1.0M
32,305
增持
NFLX
NETFLIX INC
-$1.0M
14,768
+642%
增持
TJX
TJX COS INC NEW
+$985.5K
16,564
+54%
增持
MRK
MERCK & CO INC
+$984.9K
19,089
+56%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$975.6K
149,302
+31%
增持
EFA
ISHARES TR
+$960.1K
32,595
+40%
增持
CAT
CATERPILLAR INC
+$944.9K
2,026
+347%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$942.5K
30,065
+445%
增持
MCD
MCDONALDS CORP
+$939.3K
8,501
+56%
增持
CVX
CHEVRON CORP NEW
+$927.6K
13,779
+83%
增持
UNH
UNITEDHEALTH GROUP INC
+$923.3K
5,775
+103%
增持
BAC
BANK AMERICA CORP
+$915.7K
40,327
+60%
增持
NEE
NEXTERA ENERGY INC
+$897.1K
30,591
+48%
减持
STXK
EA SERIES TRUST
-$885.9K
27,413
-49%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$880.9K
7,753
+47%
建仓
PLD
PROLOGIS INC.
+$861.2K
6,746
增持
POCT
INNOVATOR ETFS TRUST
+$859.8K
59,061
+47%
增持
SCHW
SCHWAB CHARLES CORP
+$845.0K
16,849
+92%
增持
TCAF
T ROWE PRICE ETF INC
+$841.1K
31,110
+237%
建仓
BTI
BRITISH AMERN TOB PLC
+$812.9K
14,357
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$812.4K
5,759
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$796.7K
6,569
建仓
MINT
PIMCO ETF TR
+$789.7K
7,870
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$785.4K
22,231
增持
IJR
ISHARES TR
+$781.5K
30,535
+26%
建仓
—
ASTRAZENECA PLC
+$779.8K
8,483
建仓
USB
US BANCORP DEL
+$779.3K
14,605
增持
IJH
ISHARES TR
+$775.2K
44,172
+35%
建仓
SHLD
GLOBAL X FDS
+$773.2K
11,934
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$771.1K
52,618
+134%
增持
RTX
RTX CORPORATION
+$769.4K
9,562
+63%
减持
USFR
WISDOMTREE TR
-$768.1K
14,586
-51%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$767.7K
14,812
-46%
增持
PG
PROCTER AND GAMBLE CO
+$764.5K
17,174
+56%
增持
ABT
ABBOTT LABS
+$759.4K
10,297
+160%
增持
TXN
TEXAS INSTRS INC
+$758.1K
9,133
+103%
增持
WFC
WELLS FARGO CO NEW
+$752.6K
20,968
+46%
增持
DFSV
DIMENSIONAL ETF TRUST
+$743.8K
108,328
+22%
增持
AMGN
AMGEN INC
+$740.7K
3,303
+174%
增持
ABBV
ABBVIE INC
-$735.8K
11,222
+98%
增持
VXF
VANGUARD INDEX FDS
+$735.7K
7,790
+83%
清仓
—
CYBERARK SOFTWARE LTD
-$732.5K
0
-100%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$725.2K
20,928
减持
ORCL
ORACLE CORP
-$721.6K
8,153
-1%
增持
COP
CONOCOPHILLIPS
+$718.5K
11,976
+181%
增持
GLD
SPDR GOLD TR
+$705.1K
14,227
+3%
增持
PGR
PROGRESSIVE CORP
+$703.6K
6,143
+118%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$697.1K
5,137
+76%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$693.8K
89,671
+82%
增持
HD
HOME DEPOT INC
+$690.2K
7,038
+65%
增持
NSC
NORFOLK SOUTHN CORP
+$687.0K
3,827
+175%
增持
GE
GE AEROSPACE
+$683.6K
5,750
+59%
增持
LOW
LOWES COS INC
+$679.6K
5,529
+113%
增持
CMCSA
COMCAST CORP NEW
+$672.5K
38,512
+153%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$662.3K
17,698
清仓
ARKQ
ARK ETF TR
-$655.5K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$655.3K
2,001
+151%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$646.5K
2,092
增持
IWB
ISHARES TR
+$641.9K
2,512
+210%
增持
GILD
GILEAD SCIENCES INC
+$634.0K
7,784
+169%
增持
CNX
CNX RES CORP
+$626.9K
22,532
+259%
增持
XLV
SELECT SECTOR SPDR TR
+$620.1K
17,136
+17%
增持
—
ROYAL CARIBBEAN GROUP
+$616.6K
3,292
+253%
建仓
VYM
VANGUARD WHITEHALL FDS
+$615.1K
4,286
增持
SBUX
STARBUCKS CORP
+$612.9K
16,028
+84%
建仓
SPRX
LISTED FDS TR
+$611.7K
15,888
增持
PEP
PEPSICO INC
+$601.4K
9,267
+79%
增持
SPEM
SPDR INDEX SHS FDS
+$600.0K
223,337
+6%
建仓
GROZ
ZACKS TRUST
+$597.5K
20,052
建仓
TFC
TRUIST FINL CORP
+$591.4K
12,018
增持
BND
VANGUARD BD INDEX FDS
+$580.5K
220,337
+4%
