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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,926.09万 | 10.16% | 154,698 | -782 | -0.5% | -$19.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,153.24万 | 8.16% | 120,390 | -2,701 | -2.2% | -$70.74万 | 减仓 |
| GOOG | ALPHABET INC | $3,048.88万 | 7.89% | 106,284 | -3,808 | -3.5% | -$109.24万 | 减仓 |
| META | META PLATFORMS INC | $2,343.37万 | 6.06% | 40,959 | -271 | -0.7% | -$15.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,315.35万 | 5.99% | 48,317 | -410 | -0.8% | -$19.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,860.47万 | 4.81% | 106,678 | -809 | -0.8% | -$14.11万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,442.09万 | 3.73% | 381,103 | 6,487 | 1.7% | $24.55万 | 加仓 |
| PFE | PFIZER INC | $1,429.61万 | 3.70% | 509,121 | -17,222 | -3.3% | -$48.36万 | 减仓 |
| AMZN | AMAZON COM INC | $1,354.98万 | 3.51% | 65,059 | -182 | -0.3% | -$3.79万 | 减仓 |
| NFLX | NETFLIX INC. | $1,272.45万 | 3.29% | 132,340 | 4,850 | 3.8% | $46.63万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $840.55万 | 2.17% | 27,810 | -1,124 | -3.9% | -$33.97万 | 减仓 |
| VLO | VALERO ENERGY CORP | $788.72万 | 2.04% | 31,922 | -1,142 | -3.5% | -$28.22万 | 减仓 |
| V | VISA INC | $769.74万 | 1.99% | 25,468 | 131 | 0.5% | $3.96万 | 加仓 |
| ABBV | ABBVIE INC | $746.28万 | 1.93% | 34,313 | -112 | -0.3% | -$2.44万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $711.02万 | 1.84% | 89,866 | -2,310 | -2.5% | -$18.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $669.19万 | 1.73% | 18,078 | 1,944 | 12.0% | $71.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $631.68万 | 1.63% | 23,345 | -888 | -3.7% | -$24.03万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $496.24万 | 1.28% | 16,406 | -86 | -0.5% | -$2.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $495.19万 | 1.28% | 16,834 | -3 | -0.0% | -$882 | 减仓 |
| VO | VANGUARD INDEX FDS | $483.75万 | 1.25% | 16,845 | -91 | -0.5% | -$2.61万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $445.96万 | 1.15% | 21,922 | 283 | 1.3% | $5.76万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $408.24万 | 1.06% | 90,259 | -38,787 | -30.1% | -$175.43万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $397.55万 | 1.03% | 37,019 | 165 | 0.4% | $1.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $374.83万 | 0.97% | 18,117 | 148 | 0.8% | $3.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $362.58万 | 0.94% | 56,583 | 36,558 | 182.6% | $234.26万 | 加仓 |
| OKE | ONEOK INC NEW | $335.24万 | 0.87% | 37,088 | -3,153 | -7.8% | -$28.50万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $278.88万 | 0.72% | 56,488 | -1,442 | -2.5% | -$7.12万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $276.33万 | 0.71% | 33,707 | 1,402 | 4.3% | $11.49万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $268.08万 | 0.69% | 637 | 16 | 2.6% | $6.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $252.54万 | 0.65% | 4,226 | 74 | 1.8% | $4.42万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $230.40万 | 0.60% | 10,605 | 55 | 0.5% | $1.19万 | 加仓 |
| MO | ALTRIA GROUP INC | $221.65万 | 0.57% | 33,588 | -312 | -0.9% | -$2.06万 | 减仓 |
| IJH | ISHARES TR | $187.64万 | 0.49% | 27,786 | 207 | 0.8% | $1.40万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $184.02万 | 0.48% | 12,552 | -7 | -0.1% | -$1,026 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $177.49万 | 0.46% | 5,252 | -2 | -0.0% | -$676 | 减仓 |
| IJR | ISHARES TR | $170.72万 | 0.44% | 13,734 | 55 | 0.4% | $6,837 | 加仓 |
| FISV | FISERV INC | $169.11万 | 0.44% | 30,307 | 30,307 | — | $169.11万 | 新建仓 |
| CRM | SALESFORCE INC | $167.53万 | 0.43% | 8,975 | 451 | 5.3% | $8.42万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $166.46万 | 0.43% | 36,274 | -88 | -0.2% | -$4,038 | 减仓 |
| GOOGL | ALPHABET INC | $165.40万 | 0.43% | 5,752 | 4 | 0.1% | $1,150 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $163.56万 | 0.42% | 32,731 | 129 | 0.4% | $6,446 | 加仓 |
| AMLP | ALPS ETF TR | $154.54万 | 0.40% | 29,358 | 29,358 | — | $154.54万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $131.51万 | 0.34% | 2,945 | -73 | -2.4% | -$3.26万 | 减仓 |
| AMGN | AMGEN INC | $128.68万 | 0.33% | 3,657 | 20 | 0.5% | $7,037 | 加仓 |
| IGV | ISHARES TR | $128.52万 | 0.33% | 16,055 | 16,055 | — | $128.52万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $127.81万 | 0.33% | 6,514 | -145 | -2.2% | -$2.84万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $127.80万 | 0.33% | 41,279 | 103 | 0.3% | $3,189 | 加仓 |
| TSLA | TESLA INC | $122.60万 | 0.32% | 3,298 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $115.88万 | 0.30% | 1,163 | 30 | 2.6% | $2.99万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $114.91万 | 0.30% | 1,487 | -79 | -5.0% | -$6.10万 | 减仓 |
| WFC | WELLS FARGO & CO | $108.98万 | 0.28% | 13,689 | 76 | 0.6% | $6,051 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $108.09万 | 0.28% | 15,027 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $105.53万 | 0.27% | 7,940 | 19 | 0.2% | $2,525 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $102.66万 | 0.27% | 1,699 | -22 | -1.3% | -$1.33万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $102.65万 | 0.27% | 16,757 | 16,757 | — | $102.65万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $102.25万 | 0.26% | 3,027 | -99 | -3.2% | -$3.34万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $101.03万 | 0.26% | 6,110 | 49 | 0.8% | $8,102 | 加仓 |
| IHI | ISHARES TR | $98.82万 | 0.26% | 18,523 | -247 | -1.3% | -$1.32万 | 减仓 |
| QCOM | QUALCOMM INC | $98.51万 | 0.25% | 7,650 | -683 | -8.2% | -$8.80万 | 减仓 |
| PGR | PROGRESSIVE CORP | $92.32万 | 0.24% | 4,657 | -38 | -0.8% | -$7,533 | 减仓 |
| VFH | VANGUARD WORLD FD | $87.52万 | 0.23% | 7,244 | 23 | 0.3% | $2,779 | 加仓 |
| PSX | PHILLIPS 66 | $80.40万 | 0.21% | 4,413 | 24 | 0.5% | $4,373 | 加仓 |
| VTI | VANGUARD INDEX FDS | $74.80万 | 0.19% | 2,331 | 7 | 0.3% | $2,246 | 加仓 |
| MELI | MERCADOLIBRE INC | $74.35万 | 0.19% | 430 | 33 | 8.3% | $5.71万 | 加仓 |
| ASML | ASML HLDG NV | $72.65万 | 0.19% | 550 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $70.68万 | 0.18% | 24,305 | 33 | 0.1% | $960 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.74万 | 0.18% | 1,057 | 45 | 4.4% | $2.93万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $65.59万 | 0.17% | 3,559 | 14 | 0.4% | $2,580 | 加仓 |
| FDX | FEDEX CORP | $63.78万 | 0.17% | 1,791 | 9 | 0.5% | $3,205 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $63.68万 | 0.16% | 6,969 | -200 | -2.8% | -$1.83万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $62.06万 | 0.16% | 3,781 | 165 | 4.6% | $2.71万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $59.01万 | 0.15% | 1,351 | 1 | 0.1% | $437 | 加仓 |
| INTU | INTUIT | $55.82万 | 0.14% | 1,291 | 726 | 128.5% | $31.39万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $55.42万 | 0.14% | 7,188 | 8 | 0.1% | $617 | 加仓 |
| VOT | VANGUARD INDEX FDS | $54.30万 | 0.14% | 2,110 | 3 | 0.1% | $772 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $54.29万 | 0.14% | 2,738 | -545 | -16.6% | -$10.81万 | 减仓 |
| EFA | ISHARES TR | $53.05万 | 0.14% | 5,462 | -183 | -3.2% | -$1.78万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $50.44万 | 0.13% | 3,207 | 10 | 0.3% | $1,573 | 加仓 |
| — | EXXON MOBIL CORP | $49.42万 | 0.13% | 2,913 | -39 | -1.3% | -$6,617 | 减仓 |
| TJX | TJX COS INC NEW | $47.31万 | 0.12% | 2,962 | 8 | 0.3% | $1,278 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $45.32万 | 0.12% | 2,802 | 5 | 0.2% | $809 | 加仓 |
| BP | BP PLC | $39.63万 | 0.10% | 8,432 | 82 | 1.0% | $3,854 | 加仓 |
| WMT | WALMART INC | $39.46万 | 0.10% | 3,175 | 6 | 0.2% | $746 | 加仓 |
| RTX | RTX CORPORATION | $39.03万 | 0.10% | 2,023 | 4 | 0.2% | $772 | 加仓 |
| ET | ENERGY TRANSFER L P | $37.20万 | 0.10% | 19,274 | 2,279 | 13.4% | $4.40万 | 加仓 |
| SHOP | SHOPIFY INC | $34.85万 | 0.09% | 2,938 | -50 | -1.7% | -$5,931 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $34.22万 | 0.09% | 555 | 2 | 0.4% | $1,233 | 加仓 |
| IYT | ISHARES TR | $33.85万 | 0.09% | 4,537 | -388 | -7.9% | -$2.89万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $33.80万 | 0.09% | 309 | -112 | -26.6% | -$12.25万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.04万 | 0.09% | 1,536 | 6 | 0.4% | $1,291 | 加仓 |
| ORCL | ORACLE CORP | $32.86万 | 0.09% | 2,234 | 7 | 0.3% | $1,030 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.58万 | 0.08% | 385 | 2 | 0.5% | $1,693 | 加仓 |
| MS | MORGAN STANLEY | $32.44万 | 0.08% | 1,971 | 112 | 6.0% | $1.84万 | 加仓 |
| DHI | D R HORTON INC | $31.68万 | 0.08% | 2,308 | 6 | 0.3% | $823 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.64万 | 0.08% | 623 | -146 | -19.0% | -$7.18万 | 减仓 |
| GM | GENERAL MTRS CO | $30.20万 | 0.08% | 4,053 | 10 | 0.2% | $745 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $30.11万 | 0.08% | 2,400 | -100 | -4.0% | -$1.25万 | 减仓 |
| DE | DEERE & CO | $28.80万 | 0.07% | 511 | 1 | 0.2% | $564 | 加仓 |
| ACWV | ISHARES INC | $28.49万 | 0.07% | 2,384 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $26.59万 | 0.07% | 2,440 | 2 | 0.1% | $218 | 加仓 |