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

Journey Advisory Group, LLC

No.2318 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$13.08亿
环比变动 Q1 2026
+$1.35亿+11.5%
持仓股票数
282
新买入
45
加仓
115
减仓
94
清仓
7
持股不变
28
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
PPIMCO太平洋投资管理ETFPYLD
4.85%5.14%$6,344.6万239.2万股$6,026.2万230.0万股+9.2万股+4.01%加仓
V先锋领航·FTSEVEA
4.34%4.33%$5,678.6万79.7万股$5,076.4万79.2万股+4,797股+0.61%加仓
苹果AAPL
3.24%3.14%$4,233.7万14.6万股$3,681.6万14.5万股+1,250股+0.86%加仓
IiShares安硕信托MTUM
2.85%1.26%$3,725.1万10.9万股$1,478.0万6.2万股+4.7万股+76.43%加仓
微软MSFT
2.56%2.8%$3,346.5万9.0万股$3,279.8万8.9万股+1,108股+1.25%加仓
谷歌AGOOGL
2.38%2.1%$3,110.6万8.7万股$2,465.0万8.6万股+1,318股+1.54%加仓
宝洁PG
2.28%2.02%$2,983.2万20.3万股$2,363.7万16.4万股+4.0万股+24.32%加仓
IiShares安硕信托ILF
2.15%2.43%$2,818.1万83.5万股$2,845.7万80.1万股+3.4万股+4.22%加仓
礼来LLY
1.97%1.7%$2,571.2万2.1万股$1,994.0万2.2万股-242股-1.12%减仓
摩根大通JPM
1.8%1.79%$2,348.4万7.2万股$2,098.2万7.1万股+415股+0.58%加仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
1.7%$2,228.9万24.6万股$00股+24.6万股新买入
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
1.66%1.78%$2,174.9万90.1万股$2,087.0万86.0万股+4.1万股+4.78%加仓
V先锋领航国际股票指数基金VGK
1.63%1.7%$2,135.5万24.1万股$1,998.7万24.2万股-1,280股-0.53%减仓
IiShares安硕信托USMV
1.62%1.73%$2,116.9万21.9万股$2,027.1万21.9万股+881股+0.40%加仓
博通AVGO
1.61%1.53%$2,104.3万5.6万股$1,792.7万5.8万股-2,214股-3.82%减仓
IiShares安硕信托IBTI
1.49%1.65%$1,945.5万87.9万股$1,939.6万87.0万股+8,322股+0.96%加仓
IiShares安硕信托IBTH
1.46%1.67%$1,909.2万85.3万股$1,956.1万87.2万股-1.9万股-2.14%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.4%1.36%$1,830.2万7.7万股$1,597.2万7.4万股+3,079股+4.15%加仓
IiShares安硕信托SGOV
1.39%5.47%$1,817.3万18.1万股$6,412.3万63.7万股-45.7万股-71.66%减仓
英伟达NVDA
1.38%1.13%$1,802.1万9.0万股$1,330.5万7.6万股+1.4万股+18.05%加仓
IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK
1.35%1.43%$1,764.0万90.3万股$1,679.0万85.1万股+5.1万股+6.03%加仓
IiShares安硕信托IBTJ
1.34%1.49%$1,750.9万80.9万股$1,742.5万79.8万股+1.1万股+1.38%加仓
IiShares安硕·MSCIQUAL
1.33%1.31%$1,741.5万7.9万股$1,539.0万8.0万股-873股-1.09%减仓
VANECK OIL REFINERS ETFCRAK
1.22%0.98%$1,592.8万34.6万股$1,152.9万23.3万股+11.2万股+48.12%加仓
V先锋领航指数基金VOO
1.05%0.35%$1,379.3万1.9万股$412.2万7,141股+1.2万股+162.30%加仓
IiShares安硕·COREIJH
1.04%1.12%$1,365.4万17.7万股$1,312.9万19.4万股-1.7万股-8.92%减仓
IiShares安硕信托DGRO
1.02%1.06%$1,330.1万17.6万股$1,248.3万17.8万股-2,369股-1.33%减仓
马拉松石油MPC
0.96%1.02%$1,255.5万4.9万股$1,194.5万4.9万股+185股+0.38%加仓
DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND
0.95%1.94%$1,240.3万27.2万股$2,272.7万49.6万股-22.4万股-45.16%减仓
艾伯维ABBV
0.91%0.88%$1,194.6万4.7万股$1,028.5万4.7万股+181股+0.38%加仓
SSPDR行业精选信托XLK
0.86%0.67%$1,127.3万5.9万股$789.7万5.9万股-206股-0.35%减仓
亚马逊AMZN
0.84%0.79%$1,097.7万4.6万股$923.7万4.4万股+1,704股+3.84%加仓
GE航空GE
0.81%0.71%$1,057.5万2.8万股$833.3万2.9万股-1,068股-3.64%减仓
SSSGA ACTIVE ETF TRWIP
0.81%1.74%$1,054.6万26.7万股$2,041.6万51.4万股-24.7万股-48.00%减仓
S嘉信策略信托SCHC
0.79%0.82%$1,033.3万19.6万股$965.2万19.7万股-1,411股-0.72%减仓
WWisdomTree信托DGRW
0.77%0.79%$1,006.7万10.5万股$927.2万10.6万股-271股-0.26%减仓
好市多COST
0.74%0.87%$966.3万1.0万股$1,024.0万1.0万股+52股+0.51%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.7%0.68%$919.6万5.8万股$793.5万5.4万股+3,841股+7.10%加仓
Meta平台META
0.68%0.77%$892.8万1.6万股$898.1万1.6万股+151股+0.96%加仓
沃尔玛WMT
0.67%0.8%$874.1万7.7万股$941.6万7.7万股+635股+0.83%加仓
WASTE MGMT DELWM
0.63%0.72%$817.5万3.7万股$843.9万3.7万股-45股-0.12%减仓
应用材料AMAT
0.62%0.31%$814.3万1.1万股$362.8万1.1万股+648股+6.10%加仓
LLINCOLN EDL SVCSLINC
0.6%0.54%$779.3万15.6万股$631.9万15.5万股+836股+0.54%加仓
IiShares安硕信托FXI
0.58%0.76%$764.1万24.2万股$893.0万24.9万股-6,845股-2.75%减仓
CASEYS GEN STORESCASY
0.56%0.57%$736.1万9,261股$674.3万9,264股-3股-0.03%减仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.56%0.55%$730.8万23.5万股$646.4万23.2万股+2,900股+1.25%加仓
VisaV
0.55%0.51%$724.3万2.1万股$596.9万2.0万股+1,362股+6.90%加仓
I景顺·RAFI US 1000 ETFPRF
0.54%0.55%$706.5万13.1万股$643.5万13.5万股-4,617股-3.41%减仓
VALERO ENERGY COMVLO
0.53%0.46%$697.3万2.7万股$535.6万2.2万股+5,099股+23.52%加仓
TJXTJX
0.52%0.61%$680.5万4.5万股$720.7万4.5万股-211股-0.47%减仓

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