GWN SECURITIES INC.
Palm Beach Gardens FL · SEC CIK 0001265905
$5.98亿2026Q2 申报市值
486持仓数
16.7%前十大占比 · 第一大 2.9%
62 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$214.04万
AWK 加仓+$211.32万
AMT 新建仓+$197.68万
BJUL 加仓+$144.29万
ICSH 加仓+$119.00万
2026Q2 卖出最多 按季末市值估算
SYY 清仓-$239.90万
LW 清仓-$185.48万
DELL 减仓-$140.40万
CAH 减仓-$110.92万
CASY 减仓-$84.01万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $371.70万 | 0.62% | 10,520 | -17 | -0.2% | -$6,006 | 减仓 |
| CASY | CASEYS GEN STORES INC | $395.67万 | 0.66% | 4,978 | -1,057 | -17.5% | -$84.01万 | 减仓 |
| KO | COCA COLA CO | $399.78万 | 0.67% | 49,192 | -5,904 | -10.7% | -$47.98万 | 减仓 |
| VHT | VANGUARD WORLD FD | $406.74万 | 0.68% | 13,603 | -150 | -1.1% | -$4.49万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $407.51万 | 0.68% | 105,626 | 14,727 | 16.2% | $56.82万 | 加仓 |
| SO | SOUTHERN CO | $410.35万 | 0.69% | 42,874 | -3,244 | -7.0% | -$31.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $415.00万 | 0.69% | 32,786 | -2,184 | -6.2% | -$27.64万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $415.55万 | 0.69% | 287,577 | 39,862 | 16.1% | $57.60万 | 加仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $427.88万 | 0.72% | 173,616 | 24,399 | 16.4% | $60.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $431.65万 | 0.72% | 6,285 | 566 | 9.9% | $38.87万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $445.28万 | 0.74% | 3,857 | -149 | -3.7% | -$17.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $452.41万 | 0.76% | 9,041 | 657 | 7.8% | $32.88万 | 加仓 |
| IXUS | ISHARES TR | $460.16万 | 0.77% | 48,215 | -157 | -0.3% | -$1.50万 | 减仓 |
| SUB | ISHARES TR | $481.10万 | 0.80% | 45,186 | -4,372 | -8.8% | -$46.55万 | 减仓 |
| AMZN | AMAZON COM INC | $489.95万 | 0.82% | 20,557 | -1,117 | -5.2% | -$26.62万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $519.37万 | 0.87% | 21,863 | -4,669 | -17.6% | -$110.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $548.97万 | 0.92% | 14,835 | -52 | -0.3% | -$1.92万 | 减仓 |
| LLY | ELI LILLY & CO | $549.24万 | 0.92% | 4,579 | -526 | -10.3% | -$63.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $565.82万 | 0.95% | 22,279 | -2,349 | -9.5% | -$59.66万 | 减仓 |
| ITOT | ISHARES TR | $604.87万 | 1.01% | 36,822 | 973 | 2.7% | $15.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $624.04万 | 1.04% | 16,729 | 52 | 0.3% | $1.94万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $702.53万 | 1.17% | 133,359 | 1,962 | 1.5% | $10.34万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $706.93万 | 1.18% | 33,225 | 204 | 0.6% | $4.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $707.61万 | 1.18% | 35,365 | 800 | 2.3% | $16.01万 | 加仓 |
| VGT | VANGUARD WORLD FD | $758.68万 | 1.27% | 63,478 | -938 | -1.5% | -$11.21万 | 减仓 |
| ICSH | ISHARES TR | $834.94万 | 1.40% | 165,073 | 23,528 | 16.6% | $119.00万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $923.43万 | 1.54% | 234,909 | 6,893 | 3.0% | $27.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $933.56万 | 1.56% | 12,501 | 147 | 1.2% | $10.98万 | 加仓 |
| AAPL | APPLE INC | $1,339.39万 | 2.24% | 46,288 | -2,507 | -5.1% | -$72.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,348.34万 | 2.25% | 18,310 | -18 | -0.1% | -$1.33万 | 减仓 |
| IVV | ISHARES TR | $1,729.99万 | 2.89% | 23,100 | 2,858 | 14.1% | $214.04万 | 加仓 |