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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $26.46万 | 0.07% | 373 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $26.44万 | 0.07% | 2,664 | -887 | -25.0% | -$8.80万 | 重新持有 |
| KBE | SPDR SERIES TRUST | $25.46万 | 0.07% | 4,275 | 19 | 0.4% | $1,131 | 加仓 |
| ALL | ALLSTATE CORP | $25.05万 | 0.06% | 1,208 | 6 | 0.5% | $1,244 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $24.79万 | 0.06% | 2,685 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $24.75万 | 0.06% | 6,736 | 1 | 0.0% | $37 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.22万 | 0.06% | 6,303 | -849 | -11.9% | -$3.26万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $24.16万 | 0.06% | 1,578 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.71万 | 0.06% | 687 | 2 | 0.3% | $690 | 加仓 |
| BAC | BANK AMERICA CORP | $23.27万 | 0.06% | 4,773 | 27 | 0.6% | $1,316 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $23.05万 | 0.06% | 651 | -380 | -36.9% | -$13.45万 | 减仓 |
| IYF | ISHARES TR | $22.80万 | 0.06% | 1,938 | 3 | 0.2% | $353 | 加仓 |
| KO | COCA COLA CO | $22.76万 | 0.06% | 2,992 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $22.18万 | 0.06% | 2,449 | 5 | 0.2% | $453 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.16万 | 0.05% | 8,254 | 25 | 0.3% | $641 | 加仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -4,621 | -100.0% | -$161.73万 | 清仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $0 | 0.00% | 0 | -12,163 | -100.0% | -$83.68万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,259 | -100.0% | -$22.56万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -355 | -100.0% | -$20.29万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |