Wealth Advisors of Tampa Bay, LLC
TAMPA FL · SEC CIK 0001715228
$3.27亿2026Q2 申报市值
94持仓数
38.5%前十大占比 · 第一大 6.9%
3 / 2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
T 加仓+$190.49万
ACI 加仓+$166.05万
GRMN 加仓+$106.66万
ACN 加仓+$97.37万
LMT 加仓+$93.69万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$426.58万
CRWD 减仓-$250.92万
ZTS 清仓-$190.85万
GLW 减仓-$106.77万
RTX 减仓-$75.42万
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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -16,145 | -100.0% | -$190.85万 | 清仓 |
| IWM | ISHARES RUSSELL | $0 | 0.00% | 0 | -874 | -100.0% | -$21.68万 | 清仓 |
| — | GENERATION INCOME PPTYS INC | $2,095 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GENERATION INCOME PPTYS INC | $8,355 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $21.50万 | 0.07% | 14,674 | -1,305 | -8.2% | -$1.91万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $23.01万 | 0.07% | 13,455 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $23.41万 | 0.07% | 4,256 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $23.78万 | 0.07% | 945 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.88万 | 0.07% | 639 | 639 | — | $23.88万 | 新建仓 |
| MO | ALTRIA GROUP INC | $24.21万 | 0.07% | 3,365 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.19万 | 0.08% | 1,718 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES TR | $25.29万 | 0.08% | 916 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $25.35万 | 0.08% | 4,500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $26.32万 | 0.08% | 224 | 224 | — | $26.32万 | 新建仓 |
| IGV | ISHARES TR | $29.61万 | 0.09% | 3,268 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.66万 | 0.10% | 428 | -3,288 | -88.5% | -$250.92万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.27万 | 0.10% | 9,050 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $41.08万 | 0.13% | 6,080 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $41.56万 | 0.13% | 3,035 | 3,035 | — | $41.56万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $42.23万 | 0.13% | 1,062 | -75 | -6.6% | -$2.98万 | 减仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $47.49万 | 0.15% | 32,000 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $50.72万 | 0.16% | 14,939 | -4,425 | -22.9% | -$15.02万 | 减仓 |
| BAC | BANK OF AMER CORP | $53.85万 | 0.16% | 9,450 | -500 | -5.0% | -$2.85万 | 减仓 |
| RDDT | REDDIT INC | $57.49万 | 0.18% | 3,312 | 955 | 40.5% | $16.58万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $74.37万 | 0.23% | 2,656 | -20 | -0.7% | -$5,600 | 减仓 |
| HYS | PIMCO ETF TR | $75.05万 | 0.23% | 8,025 | 2,675 | 50.0% | $25.02万 | 加仓 |
| AMGN | AMGEN INC | $81.01万 | 0.25% | 2,237 | -50 | -2.2% | -$1.81万 | 减仓 |
| TGT | TARGET CORP | $85.55万 | 0.26% | 6,550 | -150 | -2.2% | -$1.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.82万 | 0.27% | 1,775 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $91.39万 | 0.28% | 3,315 | 150 | 4.7% | $4.14万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $95.16万 | 0.29% | 21,613 | -225 | -1.0% | -$9,907 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $98.41万 | 0.30% | 2,858 | -142 | -4.7% | -$4.89万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $101.03万 | 0.31% | 45,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $102.60万 | 0.31% | 14,370 | 125 | 0.9% | $8,925 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.62万 | 0.33% | 5,058 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $113.83万 | 0.35% | 1,520 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $119.25万 | 0.36% | 8,722 | 150 | 1.7% | $2.05万 | 加仓 |
| PEP | PEPSICO INC | $120.06万 | 0.37% | 8,867 | 125 | 1.4% | $1.69万 | 加仓 |
| TU | TELUS CORPORATION | $130.32万 | 0.40% | 123,295 | -44,335 | -26.4% | -$46.86万 | 减仓 |
| ENB | ENBRIDGE INC | $137.02万 | 0.42% | 25,275 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $138.72万 | 0.42% | 108,375 | -777 | -0.7% | -$9,946 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $139.60万 | 0.43% | 115,182 | -240 | -0.2% | -$2,909 | 减仓 |
| KLAC | KLA CORP | $144.07万 | 0.44% | 4,775 | -325 | -6.4% | -$9.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $149.58万 | 0.46% | 1,599 | -29 | -1.8% | -$2.71万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $150.06万 | 0.46% | 1,300 | -200 | -13.3% | -$23.09万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $173.38万 | 0.53% | 13,933 | 7,825 | 128.1% | $97.37万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $184.89万 | 0.57% | 4,027 | -221 | -5.2% | -$10.15万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $186.84万 | 0.57% | 9,313 | 140 | 1.5% | $2.81万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $191.30万 | 0.59% | 77,923 | 21,879 | 39.0% | $53.71万 | 加仓 |
| NOW | SERVICENOW INC | $194.74万 | 0.60% | 19,615 | -270 | -1.4% | -$2.68万 | 减仓 |
| PFE | PFIZER INC | $203.25万 | 0.62% | 84,408 | -6,961 | -7.6% | -$16.76万 | 减仓 |
| TFC | TRUIST FINL CORP | $211.36万 | 0.65% | 42,425 | -702 | -1.6% | -$3.50万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $228.91万 | 0.70% | 26,081 | -250 | -0.9% | -$2.19万 | 减仓 |
| CRM | SALESFORCE INC | $239.93万 | 0.73% | 15,315 | 59 | 0.4% | $9,243 | 加仓 |
| V | VISA INC | $244.04万 | 0.75% | 7,113 | 1,010 | 16.5% | $34.65万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $246.80万 | 0.75% | 48,554 | -900 | -1.8% | -$4.57万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $258.74万 | 0.79% | 10,662 | -1,215 | -10.2% | -$29.48万 | 减仓 |
| O | REALTY INCOME CORP | $262.44万 | 0.80% | 42,356 | 9,196 | 27.7% | $56.98万 | 加仓 |
| IGSB | ISHARES TR | $277.31万 | 0.85% | 52,912 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $285.56万 | 0.87% | 26,980 | 2,187 | 8.8% | $23.15万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $300.55万 | 0.92% | 41,650 | -818 | -1.9% | -$5.90万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $320.09万 | 0.98% | 236,578 | 122,728 | 107.8% | $166.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $341.17万 | 1.04% | 9,631 | 220 | 2.3% | $7.79万 | 加仓 |
| MDT | MEDTRONIC PLC | $365.90万 | 1.12% | 46,772 | 246 | 0.5% | $1.92万 | 加仓 |
| RTX | RTX CORPORATION | $406.29万 | 1.24% | 21,414 | -3,975 | -15.7% | -$75.42万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $434.32万 | 1.33% | 75,377 | 3,043 | 4.2% | $17.53万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $435.04万 | 1.33% | 64,374 | 1,627 | 2.6% | $11.00万 | 加仓 |
| HAS | HASBRO INC | $446.13万 | 1.36% | 54,018 | 176 | 0.3% | $1.45万 | 加仓 |
| BX | BLACKSTONE INC | $450.71万 | 1.38% | 38,303 | 3,681 | 10.6% | $43.31万 | 加仓 |
| MMM | 3M CO | $462.57万 | 1.41% | 28,569 | 999 | 3.6% | $16.18万 | 加仓 |
| HD | HOME DEPOT INC | $473.97万 | 1.45% | 13,439 | 1,750 | 15.0% | $61.72万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $489.50万 | 1.50% | 9,608 | 1,839 | 23.7% | $93.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $502.58万 | 1.54% | 30,319 | 1,511 | 5.2% | $25.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $509.89万 | 1.56% | 25,483 | 650 | 2.6% | $13.01万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $516.10万 | 1.58% | 73,598 | -686 | -0.9% | -$4.81万 | 减仓 |
| MCD | MCDONALDS CORP | $526.44万 | 1.61% | 19,475 | 432 | 2.3% | $11.68万 | 加仓 |
| T | AT&T INC | $542.25万 | 1.66% | 261,956 | 92,022 | 54.2% | $190.49万 | 加仓 |
| BBY | BEST BUY INC | $565.93万 | 1.73% | 74,582 | -10 | -0.0% | -$759 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $587.11万 | 1.80% | 23,845 | -60 | -0.3% | -$1.48万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $622.48万 | 1.90% | 147,019 | -480 | -0.3% | -$2.03万 | 减仓 |
| CSCO | CISCO SYS INC | $700.60万 | 2.14% | 59,646 | -600 | -1.0% | -$7.05万 | 减仓 |
| WM | WASTE MGMT INC DEL | $707.69万 | 2.16% | 31,752 | 690 | 2.2% | $15.38万 | 加仓 |
| AMZN | AMAZON COM INC | $737.83万 | 2.26% | 30,957 | -629 | -2.0% | -$14.99万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $751.38万 | 2.30% | 148,582 | -84,354 | -36.2% | -$426.58万 | 减仓 |
| ETR | ENTERGY CORP NEW | $756.41万 | 2.31% | 65,855 | -257 | -0.4% | -$2.95万 | 减仓 |
| GRMN | GARMIN LTD | $758.95万 | 2.32% | 31,950 | 4,490 | 16.4% | $106.66万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $785.39万 | 2.40% | 54,311 | -1,698 | -3.0% | -$24.55万 | 减仓 |
| WMT | WALMART INC | $902.99万 | 2.76% | 79,727 | 53 | 0.1% | $6,003 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $944.62万 | 2.89% | 9,340 | -715 | -7.1% | -$72.31万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1,002.63万 | 3.07% | 192,111 | 7,177 | 3.9% | $37.46万 | 加仓 |
| GOOGL | ALPHABET INC | $1,055.85万 | 3.23% | 29,545 | -173 | -0.6% | -$6.18万 | 减仓 |
| AAPL | APPLE INC | $1,121.15万 | 3.43% | 38,746 | -680 | -1.7% | -$19.68万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,143.93万 | 3.50% | 28,802 | -62 | -0.2% | -$2.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,220.49万 | 3.73% | 32,719 | 2,010 | 6.5% | $74.98万 | 加仓 |
| AVGO | BROADCOM INC | $2,141.81万 | 6.55% | 56,699 | 970 | 1.7% | $36.64万 | 加仓 |
| GLW | CORNING INC | $2,257.77万 | 6.91% | 88,391 | -4,180 | -4.5% | -$106.77万 | 减仓 |