13FBOX
INVESTMENT ADVISORY SERVICES INC /TX /ADV · 13F 持仓分析
期权收益计算器 机构排行

INVESTMENT ADVISORY SERVICES INC /TX /ADV

No.5310 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.47亿
环比变动 Q1 2026
+$3,269.2万+10.4%
持仓股票数
140
新买入
16
加仓
63
减仓
41
清仓
6
持股不变
20
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
I景顺QQQ信托VOO
11.42%9.57%$3,966.0万5.4万股$3,010.4万5.2万股+1,700股+3.26%加仓
V先锋领航·SPECIALIZED FUNDSVIG
11.2%11.03%$3,889.2万16.4万股$3,468.9万16.1万股+3,066股+1.90%加仓
微软MSFT
3.88%4.31%$1,348.1万3.6万股$1,356.4万3.7万股-503股-1.37%减仓
苹果AAPL
3.85%3.74%$1,338.3万4.6万股$1,175.2万4.6万股-54股-0.12%减仓
J摩根大通交易所交易基金JEPI
3.64%4.76%$1,263.6万22.4万股$1,497.9万26.4万股-4.1万股-15.35%减仓
沃尔玛WMT
3.24%3.93%$1,123.7万9.9万股$1,236.3万9.9万股-255股-0.26%减仓
PPacer基金信托COWZ
3.22%3.45%$1,118.4万18.0万股$1,083.5万17.3万股+6,615股+3.82%加仓
F富达Covington信托FFLG
2.78%2.31%$965.3万27.8万股$727.0万26.1万股+1.7万股+6.48%加仓
S嘉信策略信托SCHD
2.38%2.47%$827.1万26.1万股$775.9万25.3万股+7,917股+3.13%加仓
IiShares安硕·S&PIUSG
2.22%2.02%$771.4万4.1万股$636.3万4.1万股-12股-0.03%减仓
F富达Covington信托FDVV
2.12%1.97%$734.4万12.2万股$619.3万11.2万股+9,694股+8.65%加仓
埃克森美孚XOM
1.98%2.71%$687.3万5.0万股$852.2万5.0万股+41股+0.08%加仓
强生JNJ
1.9%2.02%$661.2万2.6万股$635.1万2.6万股+56股+0.22%加仓
艾伯维ABBV
1.79%1.71%$622.1万2.5万股$536.8万2.5万股+41股+0.17%加仓
摩根大通JPM
1.58%1.56%$547.3万1.7万股$491.5万1.7万股+12股+0.07%加仓
I景顺交易所交易基金信托RSP
1.56%1.53%$541.3万2.5万股$481.0万2.5万股+374股+1.49%加仓
F富达Covington信托FESM
1.43%0.95%$496.1万10.3万股$299.7万7.9万股+2.4万股+30.26%加仓
SSPDR行业精选信托XLK
1.38%1.07%$479.7万2.5万股$335.1万2.5万股-36股-0.14%减仓
麦当劳MCD
1.26%1.64%$438.0万1.6万股$515.7万1.7万股-393股-2.37%减仓
家得宝HD
1.21%1.28%$420.7万1.2万股$403.5万1.2万股-338股-2.76%减仓
美国运通AXP
1.21%1.19%$419.8万1.2万股$375.5万1.2万股-5股-0.04%减仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
1.19%0.85%$412.3万10.2万股$267.6万7.4万股+2.7万股+36.56%加仓
可口可乐KO
1.08%1.12%$376.7万4.6万股$352.9万4.6万股-50股-0.11%减仓
亚马逊AMZN
1.06%1.03%$369.0万1.5万股$324.8万1.6万股-114股-0.73%减仓
德文能源DVN
1.01%0.2%$352.3万8.5万股$62.1万1.2万股+7.3万股+590.84%加仓
G通用动力VTI
1.01%0.96%$349.5万9,445股$303.0万9,444股+1股+0.01%加仓
谷歌AGOOGL
1.01%0.89%$349.4万9,777股$279.9万9,734股+43股+0.44%加仓
SSPDR行业精选信托XLE
1%1.24%$346.0万6.5万股$389.6万6.4万股+1,552股+2.44%加仓
CCAPITAL CORE EQUITY ETCGUS
0.96%0.85%$332.8万7.5万股$266.5万6.9万股+5,463股+7.88%加仓
思科CSCO
0.95%0.71%$328.4万2.8万股$223.2万2.9万股-802股-2.79%减仓
史赛克SYK
0.89%1.02%$308.7万9,805股$322.1万9,801股+4股+0.04%加仓
C资本集团成长ETFCGGR
0.86%0.71%$299.3万6.3万股$222.2万5.5万股+8,111股+14.67%加仓
贝莱德·INC COMBLK
0.84%0.92%$290.4万3,020股$289.6万3,011股+9股+0.30%加仓
J摩根大通交易所交易基金JEPQ
0.84%0.86%$290.3万4.7万股$270.7万4.9万股-1,524股-3.13%减仓
雪佛龙CVX
0.83%1.14%$286.4万1.7万股$358.5万1.7万股-51股-0.29%减仓
V先锋领航指数基金VOO
0.76%0.66%$264.0万3,843股$207.8万3,478股+365股+10.49%加仓
雷神技术RTX
0.71%0.8%$245.7万1.3万股$250.6万1.3万股-41股-0.32%减仓
好市多COST
0.7%0.83%$244.6万2,614股$261.0万2,619股-5股-0.19%减仓
BBANK OF AMERBAC
0.67%0.63%$231.7万4.1万股$198.3万4.1万股-6股-0.01%减仓
宝洁PG
0.66%0.72%$230.1万1.6万股$226.5万1.6万股+15股+0.10%加仓
嘉信理财SCHW
0.61%0.69%$211.8万2.3万股$216.2万2.3万股-41股-0.18%减仓
康明斯CMI
0.6%0.5%$207.9万2,915股$156.0万2,900股+15股+0.52%加仓
英伟达NVDA
0.6%0.54%$207.2万1.0万股$170.8万9,795股+558股+5.70%加仓
IiShares安硕·COREIJH
0.59%0.57%$204.0万2.6万股$179.3万2.7万股-101股-0.38%减仓
AMGEN COMAMGN
0.55%0.59%$190.0万5,246股$185.9万5,284股-38股-0.72%减仓
C资本集团股息价值CCBG
0.55%0.42%$189.5万3.8万股$133.1万3.1万股+7,150股+22.85%加仓
百事可乐PEP
0.51%0.64%$176.8万1.3万股$201.7万1.3万股+75股+0.58%加仓
联邦快递FDX
0.5%0.62%$172.5万5,509股$196.2万5,509股00.00%持仓不变
IiShares安硕·COREIJR
0.49%0.46%$169.0万1.1万股$145.2万1.2万股-283股-2.42%减仓
雅培ABT
0.44%0.56%$154.3万1.7万股$176.2万1.7万股-160股-0.93%减仓

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