Alpha Omega Wealth Management LLC
RICHMOND VA · SEC CIK 0001665633
$6.57亿2026Q2 申报市值
208持仓数
28.0%前十大占比 · 第一大 6.1%
9 / 7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
MKTX 加仓+$573.78万
DVN 新建仓+$353.48万
ACN 加仓+$235.56万
BMI 新建仓+$186.68万
GSST 加仓+$159.23万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$471.31万
COTERRA ENERGY I 清仓-$421.69万
CVS 减仓-$266.83万
GLW 减仓-$251.49万
BNY 减仓-$163.00万
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $933.86万 | 1.42% | 33,209 | -1,018 | -3.0% | -$28.63万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $993.02万 | 1.51% | 50,254 | 140 | 0.3% | $2.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $998.05万 | 1.52% | 30,491 | -718 | -2.3% | -$23.50万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,024.88万 | 1.56% | 40,086 | -1,140 | -2.8% | -$29.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,172.40万 | 1.78% | 46,163 | -1,214 | -2.6% | -$30.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,195.58万 | 1.82% | 72,127 | -1,886 | -2.5% | -$31.26万 | 减仓 |
| ABBV | ABBVIE INC | $1,206.59万 | 1.84% | 47,949 | -1,140 | -2.3% | -$28.69万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,273.70万 | 1.94% | 123,122 | -25,793 | -17.3% | -$266.83万 | 减仓 |
| CSCO | CISCO SYS INC | $1,418.46万 | 2.16% | 120,761 | -11,696 | -8.8% | -$137.38万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,518.83万 | 2.31% | 287,876 | 7,009 | 2.5% | $36.98万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $1,631.46万 | 2.48% | 322,583 | 31,484 | 10.8% | $159.23万 | 加仓 |
| AAPL | APPLE INC | $1,846.26万 | 2.81% | 63,805 | -2,518 | -3.8% | -$72.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,907.35万 | 2.90% | 51,133 | -619 | -1.2% | -$23.09万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $2,388.59万 | 3.64% | 479,829 | -11,742 | -2.4% | -$58.45万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,032.27万 | 6.14% | 797,365 | -16,824 | -2.1% | -$85.08万 | 减仓 |