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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $297.32万 | 0.72% | 17,936 | -181 | -1.0% | -$3.00万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $301.28万 | 0.73% | 56,199 | -289 | -0.5% | -$1.55万 | 减仓 |
| CRM | SALESFORCE INC | $307.84万 | 0.74% | 19,650 | 10,675 | 118.9% | $167.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $312.15万 | 0.76% | 4,545 | 319 | 7.5% | $21.91万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $347.08万 | 0.84% | 80,381 | -9,878 | -10.9% | -$42.65万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $374.12万 | 0.91% | 32,870 | -4,149 | -11.2% | -$47.22万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $417.97万 | 1.01% | 58,663 | 2,080 | 3.7% | $14.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $539.59万 | 1.31% | 16,485 | -349 | -2.1% | -$11.42万 | 减仓 |
| VO | VANGUARD INDEX FDS | $541.66万 | 1.31% | 67,229 | -151 | -0.2% | -$1.22万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $557.25万 | 1.35% | 16,474 | 68 | 0.4% | $2.30万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $608.74万 | 1.47% | 10,479 | -11,443 | -52.2% | -$664.74万 | 减仓 |
| VLO | VALERO ENERGY CORP | $674.00万 | 1.63% | 25,879 | -6,043 | -18.9% | -$157.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $712.02万 | 1.72% | 19,088 | 1,010 | 5.6% | $37.68万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $748.97万 | 1.81% | 80,551 | -9,315 | -10.4% | -$86.61万 | 减仓 |
| ABBV | ABBVIE INC | $814.85万 | 1.97% | 32,382 | -1,931 | -5.6% | -$48.59万 | 减仓 |
| V | VISA INC | $870.74万 | 2.11% | 25,379 | -89 | -0.3% | -$3.05万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $907.81万 | 2.20% | 24,824 | -2,986 | -10.7% | -$109.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $908.00万 | 2.20% | 21,846 | -1,499 | -6.4% | -$62.30万 | 减仓 |
| NFLX | NETFLIX INC. | $940.55万 | 2.28% | 131,730 | -610 | -0.5% | -$4.36万 | 减仓 |
| PFE | PFIZER INC | $1,149.47万 | 2.78% | 477,354 | -31,767 | -6.2% | -$76.49万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,390.33万 | 3.36% | 378,218 | -2,885 | -0.8% | -$10.61万 | 减仓 |
| AMZN | AMAZON COM INC | $1,515.56万 | 3.67% | 63,588 | -1,471 | -2.3% | -$35.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,098.13万 | 5.08% | 104,859 | -1,819 | -1.7% | -$36.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,379.10万 | 5.76% | 47,545 | -772 | -1.6% | -$38.63万 | 减仓 |
| META | META PLATFORMS INC | $2,445.68万 | 5.92% | 43,418 | 2,459 | 6.0% | $138.51万 | 加仓 |
| GOOG | ALPHABET INC | $3,582.59万 | 8.67% | 101,395 | -4,889 | -4.6% | -$172.74万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,603.02万 | 8.72% | 118,864 | -1,526 | -1.3% | -$46.26万 | 减仓 |
| AAPL | APPLE INC | $4,276.49万 | 10.35% | 147,791 | -6,907 | -4.5% | -$199.86万 | 减仓 |