13FBOX
大谷顾问集团 · 13F 持仓分析
期权收益计算器 机构排行

大谷顾问集团

GREAT VALLEY ADVISOR GROUP, INC.No.811
最新持仓市值 (Q2 2026)
$63.31亿
环比变动 Q1 2026
+$8.28亿+15.0%
持仓股票数
1040
新买入
90
加仓
531
减仓
367
清仓
49
持股不变
52
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
英伟达NVDA
3.59%3.52%$2.27亿113.7万股$1.94亿111.0万股+2.7万股+2.43%加仓
S道富SPYM
2.3%2.34%$1.46亿165.9万股$1.29亿168.2万股-2.3万股-1.39%减仓
WWisdomTree信托DLN
2.25%2.19%$1.42亿147.7万股$1.20亿134.6万股+13.0万股+9.69%加仓
苹果AAPL
1.98%1.97%$1.25亿43.3万股$1.08亿42.7万股+6,042股+1.41%加仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
1.94%2.1%$1.23亿103.8万股$1.16亿110.0万股-6.2万股-5.60%减仓
I景顺·S&PIDMO
1.48%1.39%$9,364.3万155.3万股$7,631.1万139.2万股+16.2万股+11.62%加仓
PPimco Active Bond ETFBOND
1.44%1.6%$9,140.6万99.1万股$8,822.8万95.6万股+3.5万股+3.68%加仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
1.43%1.17%$9,038.8万197.6万股$6,458.4万163.6万股+34.0万股+20.77%加仓
A美国世纪ETF信托AVEM
1.38%1.29%$8,735.2万90.5万股$7,126.0万88.4万股+2.1万股+2.37%加仓
亚马逊AMZN
1.28%1.23%$8,084.8万33.9万股$6,747.3万32.4万股+1.5万股+4.71%加仓
C资本集团固定收益ETF信托CGMS
1.23%1.35%$7,776.9万284.6万股$7,455.2万273.8万股+10.8万股+3.93%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
1.1%1.12%$6,953.4万84.3万股$6,158.4万81.3万股+3.0万股+3.67%加仓
S道富SPSM
1.09%1.05%$6,921.7万120.0万股$5,796.5万120.0万股+632股+0.05%加仓
WWORLD GOLD TRGLD
1.09%1.38%$6,880.1万86.6万股$7,575.7万81.7万股+4.9万股+5.99%加仓
I景顺QQQ信托VOO
1.08%0.96%$6,817.7万9.4万股$5,298.3万9.2万股+2,673股+2.91%加仓
C资本集团成长ETFCGGR
1.04%0.97%$6,589.9万139.6万股$5,323.2万132.5万股+7.2万股+5.41%加仓
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
1.04%1.03%$6,568.3万82.7万股$5,673.4万79.1万股+3.6万股+4.60%加仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
1%1.08%$6,351.7万156.5万股$5,922.4万146.1万股+10.4万股+7.13%加仓
AAlphabet Inc Class CGOOG
0.99%0.87%$6,281.4万17.8万股$4,796.4万16.7万股+1.1万股+6.33%加仓
微软MSFT
0.98%1.1%$6,233.6万16.7万股$6,075.3万16.4万股+2,994股+1.82%加仓
FFED HERMS U S STRG DIV ETFFDV
0.96%1.02%$6,048.4万192.7万股$5,624.4万182.6万股+10.1万股+5.52%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
0.95%0.91%$6,022.5万35.4万股$4,983.9万34.4万股+1.0万股+3.00%加仓
SSPDR标普500 ETFSPY
0.9%0.86%$5,714.8万8.0万股$4,709.5万7.2万股+7,349股+10.15%加仓
J摩根大通交易所交易基金JGRO
0.9%0.85%$5,703.4万57.8万股$4,652.2万55.0万股+2.8万股+5.10%加仓
VVictory组合IIVSMV
0.88%0.93%$5,600.4万93.7万股$5,111.5万90.4万股+3.3万股+3.64%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.81%0.79%$5,150.3万125.3万股$4,320.9万121.4万股+3.9万股+3.22%加仓
S道富SPMD
0.79%0.79%$5,005.3万74.1万股$4,369.5万73.8万股+3,025股+0.41%加仓
VVictory组合IIVSDA
0.78%0.82%$4,932.5万84.8万股$4,491.6万82.4万股+2.4万股+2.88%加仓
AAVANTIS CORE FIXED INCOME ETFAVIG
0.75%0.73%$4,766.9万115.1万股$4,041.8万97.3万股+17.8万股+18.31%加仓
SSPDR道富系列信托SPYG
0.72%0.71%$4,589.6万38.6万股$3,898.3万39.8万股-1.2万股-3.13%减仓
JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE
0.7%0.67%$4,460.0万57.2万股$3,706.2万55.5万股+1.6万股+2.97%加仓
谷歌AGOOGL
0.7%0.66%$4,407.4万12.3万股$3,620.9万12.6万股-2,586股-2.05%减仓
VanEck ETF信托SMH
0.69%0.45%$4,355.8万6.6万股$2,497.1万6.5万股+1,281股+1.97%加仓
C资本集团固定收益ETF信托CGMU
0.69%0.73%$4,339.1万158.0万股$4,029.2万148.4万股+9.6万股+6.44%加仓
S道富SPAB
0.66%0.7%$4,170.8万163.4万股$3,847.8万150.2万股+13.2万股+8.82%加仓
V先锋领航·WELLINGTON FDVFMO
0.65%0.58%$4,124.5万16.5万股$3,166.4万16.1万股+4,656股+2.90%加仓
S道富SPYV
0.64%0.64%$4,065.9万66.9万股$3,516.6万62.2万股+4.7万股+7.61%加仓
J骏利亨德森JAAA
0.63%0.75%$4,011.2万79.4万股$4,116.6万81.7万股-2.3万股-2.79%减仓
J摩根大通交易所交易基金JEPQ
0.62%0.59%$3,905.7万63.5万股$3,263.2万58.8万股+4.8万股+8.12%加仓
博通AVGO
0.6%0.57%$3,827.8万10.1万股$3,113.2万10.1万股+747股+0.74%加仓
PPIMCO太平洋投资管理ETFLDUR
0.56%0.6%$3,542.7万37.1万股$3,293.6万34.4万股+2.7万股+7.80%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.55%0.58%$3,482.1万112.0万股$3,170.0万113.8万股-1.9万股-1.63%减仓
V先锋领航指数基金VUG
0.55%0.53%$3,468.4万40.3万股$2,936.4万6.7万股+33.5万股+498.93%加仓
GGlobal X基金PAVE
0.54%0.52%$3,404.5万57.8万股$2,885.4万56.8万股+9,942股+1.75%加仓
摩根大通JPM
0.54%0.54%$3,402.9万10.4万股$2,992.4万10.2万股+2,231股+2.19%加仓
IiShares安硕信托ITOT
0.54%0.54%$3,394.3万20.7万股$2,976.0万20.9万股-2,314股-1.11%减仓
S道富SPTI
0.53%0.57%$3,326.0万117.2万股$3,125.7万109.1万股+8.1万股+7.42%加仓
IiShares安硕信托GARP
0.52%0.4%$3,287.1万39.8万股$2,205.1万34.5万股+5.3万股+15.51%加仓
PPacer基金信托COWZ
0.52%0.56%$3,272.6万52.6万股$3,083.4万49.3万股+3.3万股+6.75%加仓
S嘉信策略信托SCHD
0.52%0.56%$3,264.5万102.9万股$3,061.0万99.8万股+3.2万股+3.18%加仓

🧭 机构资金流板块热力图

净流出 净流入