WP Advisors, LLC
San Francisco CA · SEC CIK 0001697796
$4.13亿2026Q2 申报市值
119持仓数
56.6%前十大占比 · 第一大 10.3%
11 / 9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
APH 新建仓+$248.07万
CRM 加仓+$167.23万
META 加仓+$138.51万
INTU 加仓+$131.86万
NOW 新建仓+$93.88万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$664.74万
AAPL 减仓-$199.86万
GOOG 减仓-$172.74万
VLO 减仓-$157.39万
VBK 减仓-$109.20万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,276.49万 | 10.35% | 147,791 | -6,907 | -4.5% | -$199.86万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,603.02万 | 8.72% | 118,864 | -1,526 | -1.3% | -$46.26万 | 减仓 |
| GOOG | ALPHABET INC | $3,582.59万 | 8.67% | 101,395 | -4,889 | -4.6% | -$172.74万 | 减仓 |
| META | META PLATFORMS INC | $2,445.68万 | 5.92% | 43,418 | 2,459 | 6.0% | $138.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,379.10万 | 5.76% | 47,545 | -772 | -1.6% | -$38.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,098.13万 | 5.08% | 104,859 | -1,819 | -1.7% | -$36.40万 | 减仓 |
| AMZN | AMAZON COM INC | $1,515.56万 | 3.67% | 63,588 | -1,471 | -2.3% | -$35.06万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,390.33万 | 3.36% | 378,218 | -2,885 | -0.8% | -$10.61万 | 减仓 |
| PFE | PFIZER INC | $1,149.47万 | 2.78% | 477,354 | -31,767 | -6.2% | -$76.49万 | 减仓 |
| NFLX | NETFLIX INC. | $940.55万 | 2.28% | 131,730 | -610 | -0.5% | -$4.36万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $908.00万 | 2.20% | 21,846 | -1,499 | -6.4% | -$62.30万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $907.81万 | 2.20% | 24,824 | -2,986 | -10.7% | -$109.20万 | 减仓 |
| V | VISA INC | $870.74万 | 2.11% | 25,379 | -89 | -0.3% | -$3.05万 | 减仓 |
| ABBV | ABBVIE INC | $814.85万 | 1.97% | 32,382 | -1,931 | -5.6% | -$48.59万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $748.97万 | 1.81% | 80,551 | -9,315 | -10.4% | -$86.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $712.02万 | 1.72% | 19,088 | 1,010 | 5.6% | $37.68万 | 加仓 |
| VLO | VALERO ENERGY CORP | $674.00万 | 1.63% | 25,879 | -6,043 | -18.9% | -$157.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $608.74万 | 1.47% | 10,479 | -11,443 | -52.2% | -$664.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $557.25万 | 1.35% | 16,474 | 68 | 0.4% | $2.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $541.66万 | 1.31% | 67,229 | -151 | -0.2% | -$1.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $539.59万 | 1.31% | 16,485 | -349 | -2.1% | -$11.42万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $417.97万 | 1.01% | 58,663 | 2,080 | 3.7% | $14.82万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $374.12万 | 0.91% | 32,870 | -4,149 | -11.2% | -$47.22万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $347.08万 | 0.84% | 80,381 | -9,878 | -10.9% | -$42.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $312.15万 | 0.76% | 4,545 | 319 | 7.5% | $21.91万 | 加仓 |
| CRM | SALESFORCE INC | $307.84万 | 0.74% | 19,650 | 10,675 | 118.9% | $167.23万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $301.28万 | 0.73% | 56,199 | -289 | -0.5% | -$1.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $297.32万 | 0.72% | 17,936 | -181 | -1.0% | -$3.00万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $285.08万 | 0.69% | 15,994 | 69 | 0.4% | $1.23万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $266.14万 | 0.64% | 32,038 | -1,669 | -5.0% | -$13.86万 | 减仓 |
| OKE | ONEOK INC NEW | $262.40万 | 0.63% | 30,182 | -6,906 | -18.6% | -$60.04万 | 减仓 |
| APH | AMPHENOL CORP | $248.07万 | 0.60% | 14,069 | 14,069 | — | $248.07万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $247.09万 | 0.60% | 5,174 | -78 | -1.5% | -$3.73万 | 减仓 |
| MO | ALTRIA GROUP INC | $239.72万 | 0.58% | 33,317 | -271 | -0.8% | -$1.95万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $230.76万 | 0.56% | 9,497 | -1,108 | -10.4% | -$26.92万 | 减仓 |
| IJH | ISHARES TR | $214.79万 | 0.52% | 27,855 | 69 | 0.2% | $5,321 | 加仓 |
| IJR | ISHARES TR | $204.30万 | 0.49% | 13,775 | 41 | 0.3% | $6,081 | 加仓 |
| GOOGL | ALPHABET INC | $203.94万 | 0.49% | 5,707 | -45 | -0.8% | -$1.61万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $184.01万 | 0.45% | 11,598 | -954 | -7.6% | -$15.14万 | 减仓 |
| AMLP | ALPS ETF TR | $173.39万 | 0.42% | 33,441 | 4,083 | 13.9% | $21.17万 | 加仓 |
| INTU | INTUIT | $165.56万 | 0.40% | 6,343 | 5,052 | 391.3% | $131.86万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $156.34万 | 0.38% | 34,481 | -1,793 | -4.9% | -$8.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $154.26万 | 0.37% | 7,078 | 564 | 8.7% | $12.29万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $152.65万 | 0.37% | 41,401 | 122 | 0.3% | $4,498 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $151.09万 | 0.37% | 29,725 | -3,006 | -9.2% | -$15.28万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $146.29万 | 0.35% | 2,945 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $144.89万 | 0.35% | 15,992 | -63 | -0.4% | -$5,708 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $143.72万 | 0.35% | 3,331 | -450 | -11.9% | -$19.42万 | 减仓 |
| QCOM | QUALCOMM INC | $141.22万 | 0.34% | 7,642 | -8 | -0.1% | -$1,478 | 减仓 |
| TSLA | TESLA INC | $138.88万 | 0.34% | 3,302 | 4 | 0.1% | $1,682 | 加仓 |
| FISV | FISERV INC | $135.76万 | 0.33% | 27,677 | -2,630 | -8.7% | -$12.90万 | 减仓 |
| AMGN | AMGEN INC | $111.26万 | 0.27% | 3,072 | -585 | -16.0% | -$21.19万 | 减仓 |
| ASML | ASML HLDG NV | $109.42万 | 0.26% | 550 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $109.16万 | 0.26% | 15,127 | 100 | 0.7% | $7,216 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $108.94万 | 0.26% | 1,165 | 2 | 0.2% | $1,870 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $104.73万 | 0.25% | 5,789 | -321 | -5.3% | -$5.81万 | 减仓 |
| PGR | PROGRESSIVE CORP | $103.42万 | 0.25% | 4,734 | 77 | 1.7% | $1.68万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $100.87万 | 0.24% | 5,295 | -2,645 | -33.3% | -$50.39万 | 减仓 |
| WFC | WELLS FARGO & CO | $96.69万 | 0.23% | 11,700 | -1,989 | -14.5% | -$16.44万 | 减仓 |
| VFH | VANGUARD WORLD FD | $95.13万 | 0.23% | 7,228 | -16 | -0.2% | -$2,106 | 减仓 |
| NOW | SERVICENOW INC | $93.88万 | 0.23% | 9,456 | 9,456 | — | $93.88万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $88.16万 | 0.21% | 24,402 | 97 | 0.4% | $3,505 | 加仓 |
| VTI | VANGUARD INDEX FDS | $86.52万 | 0.21% | 2,338 | 7 | 0.3% | $2,590 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $82.85万 | 0.20% | 1,626 | -73 | -4.3% | -$3.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $79.66万 | 0.19% | 1,067 | 10 | 0.9% | $7,466 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $75.15万 | 0.18% | 1,205 | -282 | -19.0% | -$17.59万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $69.87万 | 0.17% | 8,111 | 5 | 0.1% | $431 | 加仓 |
| IHI | ISHARES TR | $64.71万 | 0.16% | 13,097 | -5,426 | -29.3% | -$26.81万 | 减仓 |
| PSX | PHILLIPS 66 | $64.17万 | 0.16% | 3,796 | -617 | -14.0% | -$10.43万 | 减仓 |
| MELI | MERCADOLIBRE INC | $62.80万 | 0.15% | 370 | -60 | -14.0% | -$10.18万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $61.73万 | 0.15% | 7,220 | 32 | 0.4% | $2,736 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $58.02万 | 0.14% | 10,925 | -5,832 | -34.8% | -$30.97万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $55.53万 | 0.13% | 6,169 | -800 | -11.5% | -$7.20万 | 减仓 |
| FDX | FEDEX CORP | $53.48万 | 0.13% | 1,708 | -83 | -4.6% | -$2.60万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $48.25万 | 0.12% | 500 | 500 | — | $48.25万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $47.68万 | 0.12% | 2,413 | -1,146 | -32.2% | -$22.64万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $46.01万 | 0.11% | 1,502 | -608 | -28.8% | -$18.62万 | 减仓 |
| TJX | TJX COS INC NEW | $45.01万 | 0.11% | 2,971 | 9 | 0.3% | $1,364 | 加仓 |
| ET | ENERGY TRANSFER L P | $43.10万 | 0.10% | 22,543 | 3,269 | 17.0% | $6.25万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $42.80万 | 0.10% | 310 | 1 | 0.3% | $1,381 | 加仓 |
| MS | MORGAN STANLEY | $41.41万 | 0.10% | 1,981 | 10 | 0.5% | $2,091 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $39.12万 | 0.09% | 387 | 2 | 0.5% | $2,022 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $39.11万 | 0.09% | 556 | 1 | 0.2% | $703 | 加仓 |
| WMT | WALMART INC | $38.99万 | 0.09% | 3,442 | 267 | 8.4% | $3.02万 | 加仓 |
| ORCL | ORACLE CORP | $38.84万 | 0.09% | 2,650 | 416 | 18.6% | $6.10万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $37.74万 | 0.09% | 3,066 | -141 | -4.4% | -$1.74万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.51万 | 0.09% | 1,543 | 7 | 0.5% | $1,656 | 加仓 |
| CAT | CATERPILLAR INC | $34.58万 | 0.08% | 325 | -48 | -12.9% | -$5.11万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $33.98万 | 0.08% | 1,206 | 621 | 106.2% | $17.50万 | 重新持有 |
| SHOP | SHOPIFY INC | $33.55万 | 0.08% | 2,938 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $32.33万 | 0.08% | 948 | 948 | — | $32.33万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $32.12万 | 0.08% | 444 | 444 | — | $32.12万 | 新建仓 |
| GM | GENERAL MTRS CO | $31.31万 | 0.08% | 4,062 | 9 | 0.2% | $694 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $29.79万 | 0.07% | 1,608 | -1,194 | -42.6% | -$22.12万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $29.68万 | 0.07% | 2,385 | -353 | -12.9% | -$4.39万 | 减仓 |
| KBE | SPDR SERIES TRUST | $29.28万 | 0.07% | 4,292 | 17 | 0.4% | $1,160 | 加仓 |
| ACWV | ISHARES INC | $28.91万 | 0.07% | 2,405 | 21 | 0.9% | $2,525 | 加仓 |
| ALL | ALLSTATE CORP | $28.90万 | 0.07% | 1,215 | 7 | 0.6% | $1,665 | 加仓 |
| — | EXXON MOBIL CORP | $28.77万 | 0.07% | 2,104 | -809 | -27.8% | -$11.06万 | 减仓 |
| BAC | BANK OF AMER CORP | $27.33万 | 0.07% | 4,796 | 23 | 0.5% | $1,311 | 加仓 |