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Englebert Financial Advisers, LLC · 13F 持仓分析
期权收益计算器 机构排行

Englebert Financial Advisers, LLC

No.9131 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.02亿
环比变动 Q1 2026
+$1,362.3万+15.5%
持仓股票数
63
新买入
15
加仓
25
减仓
20
清仓
7
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·INSTL INDEX FDVBIL
11.14%11.41%$1,131.2万14.9万股$1,003.2万13.3万股+1.7万股+12.71%加仓
J骏利Detroit策略信托JMBS
10.06%10.85%$1,021.3万22.7万股$954.4万21.1万股+1.6万股+7.47%加仓
J骏利·HENDERSON SECURITIZED INCOME ETFJSI
8.82%9.19%$895.8万17.5万股$808.4万15.7万股+1.8万股+11.54%加仓
BBALLAST SMALL/MID CAP ETFMGMT
8.44%8.76%$856.8万16.8万股$770.4万17.1万股-2,613股-1.53%减仓
J骏利亨德森JAAA
7.86%7.67%$797.8万15.8万股$674.0万13.4万股+2.4万股+18.09%加仓
V先锋领航·MALVERN FDSVCRB
7.37%8.58%$748.6万9.7万股$754.6万9.8万股-598股-0.61%减仓
V先锋领航指数基金VOO
4.14%3.59%$420.1万6,116股$315.7万5,283股+833股+15.77%加仓
V先锋领航白厅基金VYMI
2.56%2.51%$259.7万2.6万股$221.0万2.3万股+2,992股+12.76%加仓
博通AVGO
1.89%2.17%$191.6万5,071股$191.0万6,172股-1,101股-17.84%减仓
J骏利Detroit策略信托JBBB
1.85%1.38%$188.2万4.0万股$121.1万2.6万股+1.4万股+53.02%加仓
V先锋领航指数基金VTV
1.79%1.82%$181.4万8,324股$160.4万8,173股+151股+1.85%加仓
DraftKingsDKNG
1.68%1.72%$170.1万6.7万股$151.0万7.0万股-2,484股-3.56%减仓
苹果AAPL
1.63%1.26%$165.6万5,723股$111.1万4,376股+1,347股+30.78%加仓
VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV
1.51%1.99%$153.5万2.4万股$175.2万2.7万股-3,402股-12.61%减仓
I景顺交易所交易基金信托XSMO
1.5%1.12%$152.0万1.6万股$98.1万1.3万股+3,322股+25.73%加仓
JFROGFROG
1.47%0.95%$149.5万1.6万股$83.2万1.8万股-1,267股-7.15%减仓
强生JNJ
1.37%1.47%$139.1万5,478股$129.2万5,285股+193股+3.65%加仓
CCAPITAL CORE BALANCEDCGBL
1.3%1.3%$132.2万3.5万股$114.3万3.3万股+1,605股+4.83%加仓
V先锋领航国际股票指数基金VEU
1.24%1.33%$125.5万1.5万股$116.8万1.6万股-574股-3.69%减仓
空气化工APD
1.17%1.34%$119.2万4,067股$117.5万4,044股+23股+0.57%加仓
英特尔INTC
1.1%$111.8万8,004股$00股+8,004股新买入
微软MSFT
1.02%1.13%$103.4万2,772股$99.4万2,685股+87股+3.24%加仓
V先锋领航·MALVERN FDSVSDB
0.89%1.46%$90.9万1.2万股$128.5万1.7万股-4,957股-29.40%减仓
GALLAGHER ARTHUR J & COMAJG
0.86%0.83%$87.4万3,809股$73.3万3,385股+424股+12.53%加仓
西部数据WDC
0.78%0.43%$79.7万1,248股$37.5万1,387股-139股-10.02%减仓
SSOLVENTUM COM SHSSOLV
0.75%0.73%$76.0万9,857股$63.9万9,789股+68股+0.69%加仓
FFirst Trust Technology Alphadex Fund EtfFXL
0.73%$74.4万3,425股$00股+3,425股新买入
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
0.73%0.74%$74.3万2,607股$64.8万4,396股-1,789股-40.70%减仓
F第一信托·USTQTEC
0.73%$74.1万2,214股$00股+2,214股新买入
F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT
0.73%0.68%$73.7万2,975股$60.2万2,999股-24股-0.80%减仓
V先锋领航市政债券基金VTEB
0.72%0.84%$72.9万1.4万股$73.8万1.5万股-375股-2.54%减仓
FFIRST TRUST NASDAQ TRANSPORTATION ETFFTXR
0.7%0.63%$70.9万1.6万股$55.5万1.5万股+1,008股+6.93%加仓
联合健康UNH
0.64%0.63%$65.0万1,564股$55.2万2,039股-475股-23.30%减仓
希捷STX
0.62%0.35%$62.6万649股$31.2万796股-147股-18.47%减仓
美敦力MDT
0.61%0.67%$62.4万7,980股$58.7万6,773股+1,207股+17.82%加仓
艾伯维ABBV
0.57%0.55%$58.1万2,308股$48.5万2,230股+78股+3.50%加仓
HOWMET AEROSPACE COMHWM
0.55%0.38%$56.1万2,088股$33.1万1,437股+651股+45.30%加仓
CCOMFORT SYS USAFIX
0.55%$55.7万281股$00股+281股新买入
Bloom EnergyBE
0.53%$53.7万1,775股$00股+1,775股新买入
GGE医疗GEHC
0.49%0.68%$50.1万7,829股$59.6万8,378股-549股-6.55%减仓
摩根大通JPM
0.46%0.48%$46.8万1,430股$41.8万1,420股+10股+0.70%加仓
IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV
0.45%0.5%$46.0万7,929股$44.1万7,929股00.00%持仓不变
VVIKING THERAPEUTICSVKTX
0.45%0.44%$45.6万1.2万股$38.3万1.2万股-74股-0.63%减仓
PRAXIS PRECISION MEDICINES IPRAX
0.43%0.29%$43.7万1,306股$25.4万789股+517股+65.53%加仓
Elevance健康ELV
0.41%0.73%$41.8万1,080股$64.5万2,202股-1,122股-50.95%减仓
FFIRST TRUST NASDAQ BANK ETFFTXO
0.4%1.09%$41.1万9,941股$95.6万2.6万股-1.6万股-62.40%减仓
CienaCIEN
0.34%0.29%$35.0万714股$25.3万652股+62股+9.51%加仓
PPL COMPPL
0.31%0.38%$31.9万8,767股$33.5万8,767股00.00%持仓不变
默沙东MRK
0.3%0.39%$30.5万2,373股$34.5万2,869股-496股-17.29%减仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
0.28%$28.7万1,686股$00股+1,686股新买入

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