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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $26.63万 | 0.06% | 2,691 | 27 | 1.0% | $2,672 | 加仓 |
| NVO | NOVO-NORDISK A S | $26.11万 | 0.06% | 5,446 | -1,290 | -19.2% | -$6.18万 | 减仓 |
| KLAC | KLA CORP | $25.48万 | 0.06% | 845 | 845 | — | $25.48万 | 新建仓 |
| EFA | ISHARES TR | $25.39万 | 0.06% | 2,444 | -3,018 | -55.3% | -$31.35万 | 减仓 |
| BP | BP PLC | $25.37万 | 0.06% | 6,865 | -1,567 | -18.6% | -$5.79万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.54万 | 0.06% | 8,337 | 83 | 1.0% | $2,443 | 加仓 |
| KO | COCA COLA CO | $24.49万 | 0.06% | 3,013 | 21 | 0.7% | $1,707 | 加仓 |
| DE | DEERE & CO | $24.37万 | 0.06% | 384 | -127 | -24.9% | -$8.06万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.09万 | 0.06% | 3,869 | 3,869 | — | $23.09万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.92万 | 0.06% | 815 | 136 | 20.0% | $3.83万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $22.75万 | 0.06% | 2,370 | -30 | -1.2% | -$2,879 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.20万 | 0.05% | 2,651 | 2,651 | — | $22.20万 | 新建仓 |
| IYT | ISHARES TR | $21.74万 | 0.05% | 2,506 | -2,031 | -44.8% | -$17.62万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $21.69万 | 0.05% | 2,355 | -330 | -12.3% | -$3.04万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.65万 | 0.05% | 6,503 | 200 | 3.2% | $6,658 | 加仓 |
| ZS | ZSCALER INC | $20.55万 | 0.05% | 1,456 | 1,456 | — | $20.55万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.24万 | 0.05% | 1,723 | 1,723 | — | $20.24万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.10万 | 0.05% | 809 | 809 | — | $20.10万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.04万 | 0.05% | 690 | 3 | 0.4% | $871 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -3,027 | -100.0% | -$102.25万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,023 | -100.0% | -$39.03万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -2,308 | -100.0% | -$31.68万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -623 | -100.0% | -$30.64万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,440 | -100.0% | -$26.59万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,578 | -100.0% | -$24.16万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -651 | -100.0% | -$23.05万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -1,938 | -100.0% | -$22.80万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -2,449 | -100.0% | -$22.18万 | 清仓 |