Wall Capital Group, Inc.
PHOENIX AZ · SEC CIK 0001699803
$1.22亿2026Q2 申报市值
30持仓数
84.9%前十大占比 · 第一大 31.2%
6 / 1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
IWX 新建仓+$821.17万
PYLD 加仓+$428.69万
XLK 重新持有+$110.22万
IUSV 新建仓+$100.91万
IVV 加仓+$97.13万
2026Q2 卖出最多 按季末市值估算
IWD 清仓-$674.20万
SPTM 减仓-$279.91万
XLV 重新持有-$50.26万
AGG 减仓-$45.53万
QUAL 减仓-$7.48万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -31,554 | -100.0% | -$674.20万 | 清仓 |
| VB | VANGUARD SMALL-CAP | $21.93万 | 0.18% | 723 | 723 | — | $21.93万 | 新建仓 |
| XAGG | EATON VANCE INCOME OPPORTUNITIES | $25.05万 | 0.21% | 5,011 | 5,011 | — | $25.05万 | 新建仓 |
| VOO | VANGUARD S&P 500 | $28.63万 | 0.23% | 417 | -12 | -2.8% | -$8,238 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR | $31.61万 | 0.26% | 7,180 | 7,180 | — | $31.61万 | 新建仓 |
| MUB | ISHARES NATIONAL MUNI BOND | $31.74万 | 0.26% | 2,950 | 24 | 0.8% | $2,583 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR | $37.20万 | 0.30% | 1,862 | 7 | 0.4% | $1,398 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET | $46.15万 | 0.38% | 11,189 | 2,151 | 23.8% | $8.87万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM | $51.50万 | 0.42% | 8,547 | 8,547 | — | $51.50万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY | $74.74万 | 0.61% | 26,981 | -1,447 | -5.1% | -$4.01万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR | $82.74万 | 0.68% | 16,277 | 937 | 6.1% | $4.76万 | 加仓 |
| SPSM | SPDR S&P 600 Sm-cap | $100.18万 | 0.82% | 17,372 | 2,975 | 20.7% | $17.16万 | 加仓 |
| IUSV | IUSV - ISHARES CORE S&P US VALUE | $100.91万 | 0.83% | 9,161 | 9,161 | — | $100.91万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR | $114.02万 | 0.93% | 21,469 | 622 | 3.0% | $3.30万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND | $127.95万 | 1.05% | 12,927 | -4,600 | -26.2% | -$45.53万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR | $136.82万 | 1.12% | 16,471 | 1,171 | 7.7% | $9.73万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR | $138.23万 | 1.13% | 30,487 | 2,061 | 7.3% | $9.34万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR | $141.09万 | 1.15% | 6,430 | -341 | -5.0% | -$7.48万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE | $177.69万 | 1.45% | 29,230 | -31 | -0.1% | -$1,885 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR | $185.97万 | 1.52% | 17,359 | 803 | 4.9% | $8.60万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH | $193.58万 | 1.58% | 16,268 | -278 | -1.7% | -$3.31万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR | $229.23万 | 1.88% | 14,448 | -3,168 | -18.0% | -$50.26万 | 重新持有 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR | $234.73万 | 1.92% | 43,785 | 1,499 | 3.5% | $8.04万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND | $237.91万 | 1.95% | 23,632 | 3,191 | 15.6% | $32.12万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR | $246.49万 | 2.02% | 13,307 | 443 | 3.4% | $8.21万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR | $331.18万 | 2.71% | 28,239 | 1,496 | 5.6% | $17.54万 | 加仓 |
| IWX | IWX - ISHARES RUSSELL TOP 200 VALUE | $821.17万 | 6.72% | 78,088 | 78,088 | — | $821.17万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 | $922.16万 | 7.55% | 12,314 | 1,297 | 11.8% | $97.13万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR | $1,307.89万 | 10.71% | 68,648 | 5,785 | 9.2% | $110.22万 | 重新持有 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET | $2,225.58万 | 18.22% | 245,135 | -30,830 | -11.2% | -$279.91万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $3,813.18万 | 31.21% | 1,437,849 | 161,649 | 12.7% | $428.69万 | 加仓 |