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IAM Advisory, LLC · 13F 持仓分析
期权收益计算器 机构排行

IAM Advisory, LLC

No.4177
最新持仓市值 (Q2 2026)
$5.13亿
环比变动 Q1 2026
+$6,691.2万+15.0%
持仓股票数
107
新买入
18
加仓
67
减仓
17
清仓
6
持股不变
5
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
C资本集团股息价值CCBG
14.06%13.86%$7,213.8万146.4万股$6,187.0万145.4万股+9,445股+0.65%加仓
WWisdomTree信托DGRW
12.46%13.06%$6,392.7万66.9万股$5,830.3万66.4万股+4,804股+0.72%加仓
PProShares信托NOBL
8.49%9.1%$4,356.7万77.6万股$4,062.3万38.3万股+39.3万股+102.45%加仓
AVANTIS INTLNGG
6.92%7.58%$3,554.0万39.8万股$3,382.3万39.9万股-236股-0.06%减仓
C资本集团成长ETFCGGR
5.68%5.57%$2,915.9万61.8万股$2,484.5万61.8万股-411股-0.07%减仓
CCAPITAL GROUP FIXED INCOME ETFRFCI
5.65%6.38%$2,898.2万130.0万股$2,848.1万127.5万股+2.5万股+1.99%加仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
3.05%3.17%$1,566.3万13.3万股$1,414.1万13.5万股-1,960股-1.46%减仓
VanEck ETF信托SMH
3.01%2.16%$1,545.1万2.4万股$964.1万2.5万股-1,588股-6.32%减仓
CCAPITAL GRP SHRT DURATION INC ETFCGSD
2.91%3.28%$1,492.0万58.0万股$1,464.9万56.8万股+1.2万股+2.08%加仓
JJOHN HANCOCK EXCHANGE TRADEDJHML
2.79%2.83%$1,432.5万16.1万股$1,264.3万16.2万股-897股-0.56%减仓
AAvantis·U SAVUV
1.93%1.88%$992.3万8.0万股$837.9万7.6万股+3,688股+4.86%加仓
F第一信托·USTCIBR
1.87%1.44%$960.4万10.7万股$644.6万10.3万股+4,043股+3.93%加仓
AMD超威AMD
1.45%0.6%$746.4万1.3万股$268.1万1.3万股-333股-2.53%减仓
苹果AAPL
1.29%1.3%$662.3万2.3万股$579.9万2.3万股+37股+0.16%加仓
博通AVGO
1.26%1.2%$647.9万1.7万股$536.6万1.7万股-186股-1.07%减仓
SSANDISK COMSNDK
1.22%0.4%$624.8万2,748股$176.8万2,782股-34股-1.22%减仓
S道富·EET SPDR S&P REGIONAL BANKING ETFKRE
1.14%1.07%$582.7万7.8万股$475.8万7.3万股+4,809股+6.58%加仓
礼来LLY
1.08%0.96%$556.3万4,638股$427.8万4,651股-13股-0.28%减仓
GGlobal X基金AIQ
1.02%0.81%$525.1万8.0万股$360.1万7.7万股+2,868股+3.72%加仓
AAlphabet Inc Class CGOOG
0.89%0.82%$455.7万1.3万股$368.0万1.3万股+68股+0.53%加仓
AAMPLIFY ETF TRIDVO
0.85%0.9%$436.4万10.4万股$402.7万10.0万股+4,387股+4.41%加仓
英伟达NVDA
0.82%0.81%$419.8万2.1万股$362.7万2.1万股+182股+0.88%加仓
PALO ALTOPANW
0.64%0.34%$330.8万9,700股$151.7万9,464股+236股+2.49%加仓
微软MSFT
0.64%0.71%$329.1万8,822股$315.5万8,524股+298股+3.50%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.59%0.05%$302.5万1.9万股$22.6万1,773股+1.7万股+978.23%加仓
默沙东MRK
0.59%0.63%$302.2万2.4万股$279.5万2.3万股+278股+1.20%加仓
VVanEck ETF信托GDX
0.57%0.85%$290.2万3.8万股$380.3万4.1万股-2,988股-7.21%减仓
AMGEN COMAMGN
0.53%0.58%$271.0万7,484股$260.1万7,392股+92股+1.24%加仓
MCKESSON COMMCK
0.53%0.7%$270.4万3,579股$314.0万3,628股-49股-1.35%减仓
诺华NVS
0.51%0.57%$260.7万1.7万股$253.1万1.7万股+68股+0.41%加仓
WASTE MGMT DELWM
0.5%0.58%$255.6万1.1万股$260.3万1.1万股+141股+1.24%加仓
摩托罗拉解决方案MSI
0.5%0.6%$255.4万6,151股$265.6万6,121股+30股+0.49%加仓
SSPDR行业精选信托XLK
0.49%0.37%$250.0万1.3万股$167.3万1.3万股+536股+4.26%加仓
L3哈里斯LHX
0.49%0.66%$249.2万8,575股$294.9万8,544股+31股+0.36%加仓
亚马逊AMZN
0.48%0.48%$248.2万1.0万股$213.1万1.0万股+178股+1.74%加仓
GE VernovaGEV
0.46%0.39%$238.7万2,031股$173.9万1,993股+38股+1.91%加仓
Bloom EnergyBE
0.46%0.23%$236.0万7,795股$103.6万7,648股+147股+1.92%加仓
PPNC FINL SVCS COMVXF
0.44%0.44%$227.3万9,231股$195.0万9,369股-138股-1.47%减仓
洛克希德马丁LMT
0.44%0.59%$225.2万4,421股$264.2万4,371股+50股+1.14%加仓
TTEMA ETF TRUSTCANC
0.44%0.4%$225.2万5.4万股$176.7万5.2万股+2,160股+4.19%加仓
SSTERLING INFRASTRUCTURESTRL
0.44%0.24%$224.5万2,675股$108.7万2,668股+7股+0.26%加仓
PPIMCO太平洋投资管理ETFMUNI
0.44%0.49%$224.2万4.3万股$220.2万4.2万股+432股+1.02%加仓
IiShares安硕·RUSSELLIWM
0.43%0.38%$218.2万7,261股$170.2万6,863股+398股+5.80%加仓
VertivVRT
0.4%0.34%$207.3万6,190股$153.7万6,134股+56股+0.91%加仓
NORTHROP GRUMMAN COMNOC
0.4%0.62%$206.6万4,056股$274.8万4,027股+29股+0.72%加仓
V先锋领航·WELLINGTON FDVFMO
0.39%0.36%$197.8万7,927股$160.0万8,119股-192股-2.36%减仓
百时美施贵宝BMY
0.37%0.44%$190.6万3.3万股$195.0万3.2万股+916股+2.85%加仓
AADVANCED ENERGY INDSAEIS
0.37%0.37%$190.4万5,106股$166.7万5,164股-58股-1.12%减仓
应用材料AMAT
0.37%$190.2万2,631股$00股+2,631股新买入
PPacer基金信托COWZ
0.35%0.41%$178.9万2.9万股$181.3万2.9万股-217股-0.75%减仓

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