AA
Advisory Advocates, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$9792.7万
申报季度: 2026-03-31 · 持股只数: 160
Advisory Advocates, LLC在最新一期 13F 报告中披露了 160 项持股，申报期为 2026-03-31，总持股市值约为 US$9792.7万，季度换手率为 31.0%。
机构性格雪花图
- 集中度
- 4.12
- 持仓稳定性
- 31.02
- 动能／逆势
- 100
- 行业集中度
- 38.05
- 多样化
- 100
- 仓位均衡度
- 91.91
近期动向
加仓 STK
+38.1% US$53.4万
加仓 TFLO
+61.5% US$48.8万
加仓 PTY
+367.4% US$50.2万
加仓 PYLD
+137.4% US$47.3万
减仓 GOOGL
-17.3% -US$48.3万
加仓 ADX
+39.0% US$39.4万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVD | Ft Vest Smid Rising Dividend | ETF-其他 | 3.33% | — | +4.98% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.28% | +0.41% | +24.42% | |
| 3 | XSSPX | Nuveen S&p 500 Dynam Overwr | 股票-其他 | 2.24% | +2.24% | NEW | |
| 4 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 2.06% | — | +7.63% | |
| 5 | UTF | Cohen & Steers Infrastructur | 股票-其他 | 2.06% | — | +2.30% | |
| 6 | STK | Columbia Slgmn Prem Tech Gr | 股票-其他 | 1.83% | +0.58% | +38.07% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.75% | — | -1.71% | |
| 8 | ADX | Adams Diversified Equity | 股票-其他 | 1.72% | +0.43% | +38.97% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.67% | — | — | |
| 10 | ETV | Eaton Vance T/m Buy-writ Opp | 股票-其他 | 1.58% | — | +6.70% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.56% | -0.44% | -17.28% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.40% | +1.01% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.47% | — | -0.87% | |
| 14 | RVT | Royce Small-cap Trust INC | 股票-其他 | 1.47% | — | +8.35% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.27% | -9.54% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.30% | +0.52% | +61.50% | |
| 17 | FRTY | Alger Mid Cap 40 ETF | ETF-其他 | 1.30% | — | +8.84% | |
| 18 | ASGI | Abrdn Global Infrastructure | 股票-其他 | 1.25% | — | +12.59% | |
| 19 | CASY | Casey's General Stores INC | 股票-周期性消费 | 1.21% | — | -9.11% | |
| 20 | XAODX | Abrdn Total Dynamic Dividend | 股票-其他 | 1.15% | — | +3.81% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.12% | — | -1.23% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 1.12% | — | -12.21% | |
| 23 | BTO | John Hancock Financial Opp | 股票-其他 | 1.06% | — | +7.59% | |
| 24 | STEW | Srh Total Return Fund INC | 股票-其他 | 1.01% | — | +4.14% | |
| 25 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 1.00% | — | -1.62% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.97% | — | +2.25% | |
| 27 | MAIN | Main Street Capital CORP | 股票-金融 | 0.92% | — | -3.28% | |
| 28 | COR | Cencora INC | 股票-医疗保健 | 0.90% | -0.21% | -14.58% | |
| 29 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.90% | -0.21% | -16.48% | |
| 30 | ROL | Rollins INC | 股票-周期性消费 | 0.90% | — | -6.49% | |
| 31 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 0.89% | +0.89% | NEW | |
| 32 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.88% | — | -12.82% | |
| 33 | AWP | Abrdn Global Premier Propert | 股票-其他 | 0.87% | +0.87% | NEW | |
| 34 | AMGN | Amgen INC | 股票-医疗保健 | 0.86% | — | -16.49% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.85% | +0.23% | +33.88% | |
| 36 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.85% | +0.50% | +137.39% | |
| 37 | MSCI | Msci INC | 股票-金融 | 0.84% | — | +0.59% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.84% | — | -4.64% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.81% | — | -5.14% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事业 | 0.77% | — | +6.91% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | — | +5.98% | |
| 42 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.77% | — | +1.54% | |
| 43 | MPLX | Mplx LP | 股票-能源 | 0.75% | — | +3.93% | |
| 44 | FXH | First Trust Health Care Alph | ETF-其他 | 0.75% | — | — | |
| 45 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.73% | — | +3.20% | |
| 46 | AZO | Autozone INC | 股票-周期性消费 | 0.73% | — | +1.93% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.72% | — | +14.84% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.70% | -0.18% | -9.11% | |
| 49 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 股票-其他 | 0.70% | — | +42.68% | |
| 50 | BX | Blackstone INC | 股票-金融 | 0.69% | — | +5.36% |
1–50 of 160
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Advisory Advocates, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Nuveen S&p 500 Dynam Overwr (XSSPX); 清仓: Zacks Earnings Consistent Po (ZECP); 清仓: Nuveen Dow 30 Dynamic Overwr (XDIAX); 清仓: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建仓: Innovator U.s. Equity Power (PFEB).
FAQ
Advisory Advocates, LLC 是什么机构？属于哪种投资人类型？
Advisory Advocates, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$9792.7万，分布在 160 个已申报仓位之中。
Advisory Advocates, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Advisory Advocates, LLC 按市值排列的前几大持股为：
1. Ft Vest Smid Rising Dividend (SDVD) — US$326.2万 (3.3%)
2. Vanguard S&p 500 ETF (VOO) — US$223.2万 (2.3%)
3. Nuveen S&p 500 Dynam Overwr (XSSPX) — US$219.3万 (2.2%)
4. Ft Vest Rising Dividend Achi (RDVI) — US$201.9万 (2.1%)
5. Cohen & Steers Infrastructur (UTF) — US$201.6万 (2.1%)
Advisory Advocates, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Advisory Advocates, LLC 共进行了 50 项显著调整：新建仓 12 个仓位、加仓 12 个既有持股、减仓 7 个仓位，并完全清仓 19 个持股。 其中幅度最大的异动：新建仓: Nuveen S&p 500 Dynam Overwr (XSSPX); 清仓: Zacks Earnings Consistent Po (ZECP); 清仓: Nuveen Dow 30 Dynamic Overwr (XDIAX); 清仓: Nuveen S&p 500 Buy-wr INC (XBXMX); 新建仓: Innovator U.s. Equity Power (PFEB)
Advisory Advocates, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Advisory Advocates, LLC 的主要板块分布如下：
• Information Technology: 19.7%
• Health Care: 14.7%
• Consumer Discretionary: 14.4%
• Consumer Staples: 12.9%
• Financials: 11.8%
• Industrials: 7.6%