WP Advisors, LLC
San Francisco CA · SEC CIK 0001697796
$3.87亿2026Q1 申报市值
115持仓数
57.3%前十大占比 · 第一大 10.2%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$234.26万
FISV 新建仓+$169.11万
AMLP 新建仓+$154.54万
IGV 新建仓+$128.52万
XLE 新建仓+$102.65万
2026Q1 卖出最多 按季末市值估算
PYPL 减仓-$175.43万
ADBE 清仓-$161.73万
GOOG 减仓-$109.24万
SQM 清仓-$83.68万
VB 减仓-$70.74万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $445.96万 | 1.15% | 21,922 | 283 | 1.3% | $5.76万 | 加仓 |
| VO | VANGUARD INDEX FDS | $483.75万 | 1.25% | 16,845 | -91 | -0.5% | -$2.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $495.19万 | 1.28% | 16,834 | -3 | -0.0% | -$882 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $496.24万 | 1.28% | 16,406 | -86 | -0.5% | -$2.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $631.68万 | 1.63% | 23,345 | -888 | -3.7% | -$24.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $669.19万 | 1.73% | 18,078 | 1,944 | 12.0% | $71.96万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $711.02万 | 1.84% | 89,866 | -2,310 | -2.5% | -$18.28万 | 减仓 |
| ABBV | ABBVIE INC | $746.28万 | 1.93% | 34,313 | -112 | -0.3% | -$2.44万 | 减仓 |
| V | VISA INC | $769.74万 | 1.99% | 25,468 | 131 | 0.5% | $3.96万 | 加仓 |
| VLO | VALERO ENERGY CORP | $788.72万 | 2.04% | 31,922 | -1,142 | -3.5% | -$28.22万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $840.55万 | 2.17% | 27,810 | -1,124 | -3.9% | -$33.97万 | 减仓 |
| NFLX | NETFLIX INC. | $1,272.45万 | 3.29% | 132,340 | 4,850 | 3.8% | $46.63万 | 加仓 |
| AMZN | AMAZON COM INC | $1,354.98万 | 3.51% | 65,059 | -182 | -0.3% | -$3.79万 | 减仓 |
| PFE | PFIZER INC | $1,429.61万 | 3.70% | 509,121 | -17,222 | -3.3% | -$48.36万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,442.09万 | 3.73% | 381,103 | 6,487 | 1.7% | $24.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,860.47万 | 4.81% | 106,678 | -809 | -0.8% | -$14.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,315.35万 | 5.99% | 48,317 | -410 | -0.8% | -$19.65万 | 减仓 |
| META | META PLATFORMS INC | $2,343.37万 | 6.06% | 40,959 | -271 | -0.7% | -$15.50万 | 减仓 |
| GOOG | ALPHABET INC | $3,048.88万 | 7.89% | 106,284 | -3,808 | -3.5% | -$109.24万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,153.24万 | 8.16% | 120,390 | -2,701 | -2.2% | -$70.74万 | 减仓 |
| AAPL | APPLE INC | $3,926.09万 | 10.16% | 154,698 | -782 | -0.5% | -$19.85万 | 减仓 |