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CBIZ Investment 咨询服务 · 13F 持仓分析
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CBIZ Investment 咨询服务

CBIZ Investment Advisory Services, LLCNo.1587 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$23.56亿
环比变动 Q1 2026
-$3.80亿-13.9%
持仓股票数
413
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
413
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·TOTALBND
26.82%23.1%$6.32亿857.9万股$6.32亿857.9万股00.00%持仓不变
V先锋领航指数基金VTV
22.5%19.38%$5.30亿270.2万股$5.30亿270.2万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
17.06%14.69%$4.02亿535.1万股$4.02亿535.1万股00.00%持仓不变
I景顺QQQ信托VOO
10.31%8.88%$2.43亿42.1万股$2.43亿42.1万股00.00%持仓不变
V先锋领航指数基金VB
5.29%4.56%$1.25亿47.6万股$1.25亿47.6万股00.00%持仓不变
V先锋领航·FSTEVWO
4.53%3.9%$1.07亿197.5万股$1.07亿197.5万股00.00%持仓不变
V先锋领航指数基金VUG
3.3%14.44%$7,775.3万90.4万股$3.95亿90.4万股00.00%持仓不变
I景顺交易所交易基金信托RSP
2.09%1.8%$4,931.4万25.7万股$4,931.4万25.7万股00.00%持仓不变
IiShares安硕信托IVV
1.62%1.4%$3,820.1万5.8万股$3,820.1万5.8万股00.00%持仓不变
IiShares安硕信托HYG
1.49%1.28%$3,509.5万44.1万股$3,509.5万44.1万股00.00%持仓不变
V先锋领航斯科茨代尔基金VCIT
1.41%1.21%$3,314.9万40.1万股$3,314.9万40.1万股00.00%持仓不变
V先锋领航·MIDVO
1.02%3.12%$2,408.5万29.7万股$8,539.1万29.7万股00.00%持仓不变
V先锋领航·FTSEVEA
0.46%0.4%$1,084.2万16.9万股$1,084.2万16.9万股00.00%持仓不变
G通用动力VTI
0.31%0.26%$719.8万2.2万股$719.8万2.2万股00.00%持仓不变
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.22%0.19%$521.6万1.8万股$521.6万1.8万股00.00%持仓不变
FIFTH THIRD BANCORP COMFITB
0.2%0.17%$469.9万10.0万股$469.9万10.0万股00.00%持仓不变
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.15%0.13%$363.7万4.6万股$363.7万4.6万股00.00%持仓不变
苹果AAPL
0.15%0.13%$360.7万1.4万股$360.7万1.4万股00.00%持仓不变
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.13%0.11%$295.3万1.6万股$295.3万1.6万股00.00%持仓不变
V先锋领航STAR基金VXUS
0.09%0.08%$210.6万2.7万股$210.6万2.7万股00.00%持仓不变
IiShares安硕·COREIJH
0.06%0.05%$141.5万2.1万股$141.5万2.1万股00.00%持仓不变
V先锋领航债券指数基金BSV
0.05%0.04%$112.1万1.4万股$112.1万1.4万股00.00%持仓不变
V先锋领航斯科茨代尔基金VONV
0.05%0.04%$109.4万1.2万股$109.4万1.2万股00.00%持仓不变
英伟达NVDA
0.03%0.03%$80.7万4,629股$80.7万4,629股00.00%持仓不变
摩根大通JPM
0.03%0.03%$73.5万2,500股$73.5万2,500股00.00%持仓不变
SSPDR标普500 ETFSPY
0.03%0.03%$68.7万1,056股$68.7万1,056股00.00%持仓不变
微软MSFT
0.03%0.02%$66.7万1,803股$66.7万1,803股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.03%0.02%$65.2万1,360股$65.2万1,360股00.00%持仓不变
IiShares安硕信托DVY
0.02%0.02%$49.0万3,238股$49.0万3,238股00.00%持仓不变
博通AVGO
0.02%0.02%$48.3万1,561股$48.3万1,561股00.00%持仓不变
IiShares安硕·COREIJR
0.02%0.02%$48.0万3,861股$48.0万3,861股00.00%持仓不变
S道富SPYX
0.02%0.02%$45.0万8,490股$45.0万8,490股00.00%持仓不变
沃尔玛WMT
0.02%0.02%$43.9万3,526股$43.9万3,526股00.00%持仓不变
IiShares安硕·RUSSELLIWF
0.02%0.05%$41.6万3,353股$143.0万3,353股00.00%持仓不变
SSPDR道富系列信托SDY
0.02%0.01%$37.9万2,600股$37.9万2,600股00.00%持仓不变
礼来LLY
0.02%0.01%$37.3万406股$37.3万406股00.00%持仓不变
PARKE BANCORP INC COMPKBK
0.02%0.01%$35.7万1.3万股$35.7万1.3万股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.01%0.01%$34.4万1,198股$34.4万1,198股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.01%0.01%$30.6万2,996股$30.6万2,996股00.00%持仓不变
CANADIAN IMPERIAL BANK OFCM
0.01%0.01%$29.1万3,072股$29.1万3,072股00.00%持仓不变
卡特彼勒CAT
0.01%0.01%$28.7万405股$28.7万405股00.00%持仓不变
SSPDR行业精选信托XLK
0.01%0.01%$27.3万2,052股$27.3万2,052股00.00%持仓不变
谷歌AGOOGL
0.01%0.01%$27.2万945股$27.2万945股00.00%持仓不变
IiShares安硕信托IEFA
0.01%0.01%$25.4万2,809股$25.4万2,809股00.00%持仓不变
V先锋领航指数基金VOO
0.01%0.01%$24.2万405股$24.2万405股00.00%持仓不变
V先锋领航指数基金VNQ
0.01%0.01%$21.0万2,367股$21.0万2,367股00.00%持仓不变
BBANK OF AMERBAC
0.01%0.01%$19.5万3,991股$19.5万3,991股00.00%持仓不变
亚马逊AMZN
0.01%0.01%$16.6万799股$16.6万799股00.00%持仓不变
IiShares安硕信托IUSV
0.01%<0.01%$13.6万1,329股$13.6万1,329股00.00%持仓不变
AABRDN FDSAMUN
0.01%<0.01%$13.5万5,175股$13.5万5,175股00.00%持仓不变

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