Advocacy Wealth Management, LLC
CIK 1569452 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $2.8B
- 持仓
- 151
- 截至
- 2026年6月30日
按 13F 价值排名第 1244（共 9443） · 前 13.2%
投资组合价值同比（季度）：+21.7% 13F不披露现金
- 前十大持仓权重
- 51.17%
- 前二十五大持仓权重
- 76.92%
- 持仓高于 1%
- 24
- 有效持仓数量
- 19.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 13.46% 估计买入 $569518176 · 卖出 $337468268
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.4% 仍持有
- 新仓位
- 17
- 增加
- 70
- 减少
- 59
- 已结清
- 9
本页内容
行业细分
Technology
4.0%
Health Care
3.0%
Industrials
2.4%
Financial Services
2.2%
Communication Services
2.1%
Retail
1.3%
Communications
0.7%
Consumer Staples
0.7%
Consumer Discretionary
0.3%
Consumer products
0.2%
Financials
0.0%
Energy
0.0%
其他/未映射
83.1%
完整投资组合 151 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $507564785 | 18.44% | 5775658 | $202725901 | 上涨 ×4 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $122634918 | 4.46% | 1198777 | $82001443 | 上涨 ×1 | ||
| SPDW | $114303114 | 4.15% | 2268369 | $19516823 | 上涨 ×1 | ||
| IVW | $111046411 | 4.03% | 807434 | $17307054 | 下跌 ×1 | ||
| PYLD | $107128136 | 3.89% | 4039522 | $4338057 | 上涨 ×6 | ||
| LDUR | $106637184 | 3.87% | 1115335 | $3074157 | 上涨 ×5 | ||
| DYNF | $100528519 | 3.65% | 1478143 | $13271598 | 下跌 ×2 | ||
| IVE | $96393802 | 3.50% | 424530 | $-11417928 | 下跌 ×2 | ||
| BAI | $72981319 | 2.65% | 1384319 | $18697762 | 下跌 ×1 | ||
| CORO iShares International Country Rotation Active ETF | $69148234 | 2.51% | 1889296 | 上涨 ×1 | |||
| FENI | $68971886 | 2.51% | 1718711 | 上涨 ×1 | |||
| SCHM | $63246503 | 2.30% | 1715392 | $14292365 | 上涨 ×3 | ||
| IALT iShares Systematic Alternatives Active ETF | $59360904 | 2.16% | 2116253 | 上涨 ×1 | |||
| CLOA iShares AAA CLO Active ETF | $57097061 | 2.07% | 1099924 | $2474028 | 上涨 ×5 | ||
| PMBS PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund | $53811439 | 1.96% | 1089742 | $1298155 | 上涨 ×1 | ||
| DMBS | $53217019 | 1.93% | 1084082 | $1487790 | 上涨 ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $52471824 | 1.91% | 569047 | $2112875 | 上涨 ×2 | ||
| MTUM | $51659681 | 1.88% | 150686 | $3315855 | 下跌 ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $50255366 | 1.83% | 1088957 | $31507445 | 上涨 ×1 | ||
| SPTL | $42357069 | 1.54% | 1614833 | $-62286028 | 下跌 ×1 | ||
| SHLD | $35079153 | 1.27% | 587492 | $1811690 | 上涨 ×3 | ||
| FSMD | $32589318 | 1.18% | 616638 | $7145874 | 上涨 ×3 | ||
| THRO | $32233476 | 1.17% | 747703 | $-11911714 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $28955547 | 1.05% | 81024 | $5537236 | 下跌 ×3 | ||
| RSP | $27310093 | 0.99% | 128355 | $3639832 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $26230335 | 0.95% | 21869 | $5938370 | 下跌 ×3 | ||
| BINC | $24386357 | 0.89% | 465922 | $23511025 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $24082639 | 0.88% | 120359 | $3447974 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $23812934 | 0.87% | 491698 | $2307676 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $23379009 | 0.85% | 98091 | $2868164 | 下跌 ×1 | ||
| MBB iShares MBS ETF | $22529220 | 0.82% | 238354 | $793266 | 上涨 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $19147489 | 0.70% | 51331 | $269190 | 上涨 ×4 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $18741884 | 0.68% | 55976 | $4585117 | 下跌 ×1 | ||
| V Visa Inc. | $18277777 | 0.66% | 53274 | $2051721 | 下跌 ×3 | ||
| ANET Arista Networks, Inc. Common Stock | $17962262 | 0.65% | 105735 | $4805158 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $17216052 | 0.63% | 59497 | $2361977 | 上涨 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $16830237 | 0.61% | 233235 | $3358395 | 上涨 ×2 | ||
| EW Edwards Lifesciences Corporation Common Stock | $15827063 | 0.58% | 174962 | $1559931 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $15435855 | 0.56% | 189933 | $1112674 | 上涨 ×2 | ||
| SYK Stryker Corporation Common Stock | $15315392 | 0.56% | 48645 | $2469495 | 上涨 ×2 | ||
| IAU | $14926515 | 0.54% | 197676 | $-1415352 | 上涨 ×1 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $14335603 | 0.52% | 57347 | $2820365 | 下跌 ×1 | ||
| SPGI S&P Global Inc. Common Stock | $13949877 | 0.51% | 34253 | $-925113 | 下跌 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $13603919 | 0.49% | 147436 | $-700494 | 下跌 ×1 | ||
| APH Amphenol Corporation Common Stock | $12700330 | 0.46% | 72030 | $3302165 | 下跌 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $11530794 | 0.42% | 5796 | $155806 | 下跌 ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $11180026 | 0.41% | 156583 | $-4149360 | 下跌 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $11139418 | 0.40% | 32665 | $-2004738 | 下跌 ×1 | ||
| ABT Abbott Laboratories Common Stock | $10521031 | 0.38% | 115947 | $-2211177 | 下跌 ×3 | ||
| NOW ServiceNow, Inc. Common Stock | $10484663 | 0.38% | 105607 | $-2348640 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $10361108 | 0.38% | 24315 | 上涨 ×1 | |||
| WTAI | $9424172 | 0.34% | 198529 | $3013732 | 下跌 ×1 | ||
| IEFA | $9413459 | 0.34% | 97468 | $984573 | 上涨 ×2 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $9290742 | 0.34% | 75467 | $-2809594 | 下跌 ×3 | ||
| VTV | $8385946 | 0.30% | 38480 | $2911770 | 上涨 ×2 | ||
| ALC Alcon Inc. Ordinary Shares | $8303089 | 0.30% | 123742 | $3612552 | 上涨 ×1 | ||
| INTU Intuit Inc. - Common Stock | $8225154 | 0.30% | 31514 | $-7118282 | 下跌 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $7419709 | 0.27% | 33651 | $-4166752 | 下跌 ×3 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $5806503 | 0.21% | 59935 | $332539 | 上涨 ×3 | ||
| SPTM | $5674738 | 0.21% | 62504 | $733172 | |||
| AQLT | $5645483 | 0.21% | 179079 | $1686429 | 上涨 ×1 | ||
| SPUS | $5417708 | 0.20% | 94221 | $1822757 | 上涨 ×1 | ||
| GSY | $5112291 | 0.19% | 101940 | $-341366 | 下跌 ×1 | ||
| MINT | $5087457 | 0.18% | 50466 | $-357483 | 下跌 ×1 | ||
| JPST | $5085343 | 0.18% | 100560 | $-365834 | 下跌 ×1 | ||
| FLOT | $5033396 | 0.18% | 98597 | $-749091 | 下跌 ×1 | ||
| VIK Viking Holdings Ltd Ordinary Shares | $4686913 | 0.17% | 44778 | 上涨 ×1 | |||
| ICSH | $4659909 | 0.17% | 92129 | $-334993 | 下跌 ×1 | ||
| KBWB Invesco KBW Bank ETF | $3990981 | 0.15% | 42923 | $916140 | 上涨 ×3 | ||
| OMFL | $3772167 | 0.14% | 55036 | $808371 | 上涨 ×1 | ||
| SPSK | $3629825 | 0.13% | 201545 | $1501211 | 上涨 ×1 | ||
| SPWO | $3267948 | 0.12% | 94504 | $1102019 | 上涨 ×1 | ||
| GVI | $2815974 | 0.10% | 26542 | $-17020 | 下跌 ×3 | ||
| IWD | $2710367 | 0.10% | 11180 | $321536 | |||
| IGV | $2638544 | 0.10% | 29123 | 上涨 ×1 | |||
| VOO | $2357862 | 0.09% | 3433 | $170876 | 下跌 ×2 | ||
| EWG | $1948858 | 0.07% | 47108 | $132686 | 上涨 ×2 | ||
| IEMG | $1946326 | 0.07% | 23495 | $495247 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1912933 | 0.07% | 3396 | $110723 | 上涨 ×3 | ||
| AGG | $1763329 | 0.06% | 17815 | $587774 | 上涨 ×1 | ||
| MNST Monster Beverage Corporation - Common Stock | $1695845 | 0.06% | 17643 | $427215 | 上涨 ×1 | ||
| SNOW Snowflake Inc. Common Stock | $1686063 | 0.06% | 6625 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1461204 | 0.05% | 1562 | $-16502 | 上涨 ×3 | ||
| IVV | $1451349 | 0.05% | 1938 | $261200 | 上涨 ×2 | ||
| RJF Raymond James Financial, Inc. Common Stock | $1407190 | 0.05% | 9256 | $66145 | 下跌 ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1379754 | 0.05% | 3905 | $273909 | 上涨 ×1 | ||
| SCHV | $1355815 | 0.05% | 38949 | $167138 | 下跌 ×3 | ||
| QUAL | $1354341 | 0.05% | 6172 | $-75786287 | 下跌 ×3 | ||
| AME AMETEK, Inc. | $1311799 | 0.05% | 5422 | $160686 | 上涨 ×2 | ||
| EFA | $1282399 | 0.05% | 12345 | $83329 | |||
| MSCI MSCI Inc. Common Stock | $1263450 | 0.05% | 2256 | $353601 | 上涨 ×1 | ||
| BIRK Birkenstock Holding plc Ordinary Shares | $1231045 | 0.04% | 28609 | $204408 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1227326 | 0.04% | 3480 | $170931 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $1194135 | 0.04% | 4675 | $196795 | 下跌 ×3 | ||
| DASH DoorDash, Inc. - Common Stock | $1191141 | 0.04% | 6455 | $533034 | 上涨 ×2 | ||
| TEL TE Connectivity plc Ordinary Shares | $1158653 | 0.04% | 5747 | $-30880 | 上涨 ×1 | ||
| CPAY Corpay, Inc. Common Stock | $1146116 | 0.04% | 3439 | $150057 | 上涨 ×1 | ||
| STE STERIS plc (Ireland) Ordinary Shares | $1140237 | 0.04% | 5415 | $331786 | 上涨 ×2 | ||
| GMED Globus Medical, Inc. Class A Common Stock | $1088837 | 0.04% | 13781 | $-100602 | 下跌 ×1 | ||
| TEAM Atlassian Corporation - Class A Common Stock | $1087660 | 0.04% | 13982 | $133661 | 上涨 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SPYM | $507564785 | 18.44% | 上涨 ×4 |
| PYLD | $107128136 | 3.89% | 上涨 ×6 |
| LDUR | $106637184 | 3.87% | 上涨 ×5 |
| SCHM | $63246503 | 2.30% | 上涨 ×3 |
| CLOA | $57097061 | 2.07% | 上涨 ×5 |
| SHLD | $35079153 | 1.27% | 上涨 ×3 |
| FSMD | $32589318 | 1.18% | 上涨 ×3 |
| MBB | $22529220 | 0.82% | 上涨 ×4 |
| MSFT | $19147489 | 0.70% | 上涨 ×4 |
| CHD | $5806503 | 0.21% | 上涨 ×3 |
| KBWB | $3990981 | 0.15% | 上涨 ×3 |
| META | $1912933 | 0.07% | 上涨 ×3 |
| COST | $1461204 | 0.05% | 上涨 ×3 |
| CSCO | $863096 | 0.03% | 上涨 ×3 |
| JNJ | $807117 | 0.03% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| CORO | $69148234 | 1889296 | 2.51% |
| FENI | $68971886 | 1718711 | 2.51% |
| IALT | $59360904 | 2116253 | 2.16% |
| ETN | $10361108 | 24315 | 0.38% |
| VIK | $4686913 | 44778 | 0.17% |
| IGV | $2638544 | 29123 | 0.10% |
| SNOW | $1686063 | 6625 | 0.06% |
| AMD | $612279 | 1054 | 0.02% |
| CELH | $586186 | 20020 | 0.02% |
| AVGO | $548871 | 1453 | 0.02% |
| UTWY | $503624 | 11800 | 0.02% |
| CMG | $367642 | 10813 | 0.01% |
| MU | $342824 | 297 | 0.01% |
| TSLA | $301150 | 716 | 0.01% |
| MA | $234715 | 457 | 0.01% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SPYM | 增持 | +1.8M | +$202.7M |
| EMXC | 增持 | +682K | +$82.0M |
| SPTL | 削减 | -2.4M | -$62.3M |
| IUSB | 增持 | +683K | +$31.5M |
| SPDW | 增持 | +192K | +$19.5M |
| BAI | 削减 | -263K | +$18.7M |
| IVW | 削减 | -21K | +$17.3M |
| SCHM | 增持 | +134K | +$14.3M |
| DYNF | 削减 | -22K | +$13.3M |
| THRO | 削减 | -471K | -$11.9M |
3 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VB | 2025年3月31日 | 99113 | $23814882 | 不再跟踪 |
| UFIV | 2025年9月30日 | 382068 | $18807086 | |
| HEFA | 2025年6月30日 | 456158 | $16553974 | 不再跟踪 |
| SIVR | 2026年3月31日 | 242213 | $16383287 | 不再跟踪 |
| SPIB | 2025年9月30日 | 445213 | $14950268 | 不再跟踪 |
| ZTS | 2025年12月31日 | 76618 | $11210745 | -39.1% |
| CMG | 2025年12月31日 | 267632 | $10488498 | -3.0% |
| IFRA | 2025年3月31日 | 217916 | $10087342 | 不再跟踪 |
| EMB | 2026年3月31日 | 89441 | $8611379 | |
| ACN | 2026年6月30日 | 27729 | $5498390 | 46.7% |
| ADBE | 2026年6月30日 | 21512 | $5229136 | 33.1% |
| WDAY | 2026年3月31日 | 23463 | $5039383 | 50.4% |
| FLIN | 2026年6月30日 | 99179 | $3294726 | 不再跟踪 |
| FDIS | 2025年9月30日 | 27955 | $2629727 | 不再跟踪 |
| VEEV | 2025年12月31日 | 5323 | $1585775 | 11.0% |
| EFV | 2026年6月30日 | 16085 | $1195920 | 不再跟踪 |
| PINS | 2026年3月31日 | 37650 | $974759 | 25.8% |
| PRMB | 2025年12月31日 | 41330 | $913393 | 41.4% |
| XLG | 2026年6月30日 | 14898 | $812686 | 不再跟踪 |
| MDY | 2026年3月31日 | 1104 | $666021 | 不再跟踪 |
| MUB | 2026年6月30日 | 5336 | $566416 | 不再跟踪 |
| XOM | 2025年3月31日 | 3989 | $429107 | 39.9% |
| XLI | 2025年12月31日 | 2382 | $367376 | 不再跟踪 |
| HYDB | 2025年3月31日 | 7041 | $330997 | 不再跟踪 |
| IYW | 2026年3月31日 | 1377 | $274961 | 不再跟踪 |
| DMBS | 2025年3月31日 | 5420 | $260702 | 不再跟踪 |
| VV | 2026年6月30日 | 789 | $235793 | 不再跟踪 |
| LONZ | 2026年6月30日 | 4772 | $235638 | 不再跟踪 |
| USMV | 2025年12月31日 | 2472 | $235186 | 不再跟踪 |
| JPIB | 2025年3月31日 | 4824 | $227982 | 不再跟踪 |
| JPIB | 2025年9月30日 | 4548 | $221124 | 不再跟踪 |
| CARY | 2026年6月30日 | 10633 | $220878 |