Wealth Advisors of Tampa Bay, LLC
TAMPA FL · SEC CIK 0001715228
$3.02亿2026Q1 申报市值
93持仓数
36.0%前十大占比 · 第一大 5.7%
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
JPLD 加仓+$355.26万
ACI 新建仓+$194.00万
JPST 加仓+$179.63万
BBY 加仓+$161.37万
NFLX 新建仓+$136.97万
2026Q1 卖出最多 按季末市值估算
ELECTRONIC ARTS 清仓-$378.01万
GLW 减仓-$359.42万
WMT 减仓-$104.28万
KHC 清仓-$89.68万
BNY 减仓-$51.60万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $1,724.87万 | 5.70% | 55,729 | -900 | -1.6% | -$27.86万 | 减仓 |
| GLW | CORNING INC | $1,258.69万 | 4.16% | 92,571 | -26,434 | -22.2% | -$359.42万 | 减仓 |
| JPST | JPMORGAN | $1,178.89万 | 3.90% | 232,936 | 35,492 | 18.0% | $179.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,136.76万 | 3.76% | 30,709 | 2,734 | 9.8% | $101.20万 | 加仓 |
| AAPL | APPLE INC | $1,000.59万 | 3.31% | 39,426 | -580 | -1.4% | -$14.72万 | 减仓 |
| WMT | WALMART INC | $990.19万 | 3.27% | 79,674 | -8,391 | -9.5% | -$104.28万 | 减仓 |
| JPLD | JPMORGAN LTD | $965.17万 | 3.19% | 184,934 | 68,070 | 58.2% | $355.26万 | 加仓 |
| ADI | ANALOG DEVICES | $918.28万 | 3.04% | 28,864 | -499 | -1.7% | -$15.88万 | 减仓 |
| GOOGL | ALPHABET INC | $854.57万 | 2.83% | 29,718 | -840 | -2.7% | -$24.16万 | 减仓 |
| GS | GOLDMAN SACHS | $850.64万 | 2.81% | 10,055 | -160 | -1.6% | -$13.54万 | 减仓 |
| ETR | ENTERGY CORP | $742.83万 | 2.46% | 66,112 | -2,546 | -3.7% | -$28.61万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $740.45万 | 2.45% | 147,499 | -3,062 | -2.0% | -$15.37万 | 减仓 |
| WM | WASTE MANAGEMENT | $713.77万 | 2.36% | 31,062 | 251 | 0.8% | $5.77万 | 加仓 |
| BNY | BANK NEW YORK | $664.44万 | 2.20% | 56,009 | -4,350 | -7.2% | -$51.60万 | 减仓 |
| AMZN | AMAZON COM | $657.84万 | 2.18% | 31,586 | -411 | -1.3% | -$8.56万 | 减仓 |
| GRMN | GARMIN LTD | $637.10万 | 2.11% | 27,460 | -185 | -0.7% | -$4.29万 | 减仓 |
| CVX | CHEVRON CORP | $596.04万 | 1.97% | 28,808 | 1,512 | 5.5% | $31.28万 | 加仓 |
| MCD | MCDONALDS CORP | $591.84万 | 1.96% | 19,043 | -426 | -2.2% | -$13.24万 | 减仓 |
| HAS | HASBRO INC | $503.96万 | 1.67% | 53,842 | -430 | -0.8% | -$4.02万 | 减仓 |
| PNC | PNC FINANCIAL | $497.44万 | 1.65% | 23,905 | 215 | 0.9% | $4.47万 | 加仓 |
| T | AT&T INC | $492.64万 | 1.63% | 169,934 | -3,910 | -2.2% | -$11.34万 | 减仓 |
| RTX | RTX CORP | $489.75万 | 1.62% | 25,389 | -125 | -0.5% | -$2.41万 | 减仓 |
| BBY | BEST BUY | $478.88万 | 1.58% | 74,592 | 25,135 | 50.8% | $161.37万 | 加仓 |
| LMT | LOCKHEED MARTIN | $469.55万 | 1.55% | 7,769 | -60 | -0.8% | -$3.63万 | 减仓 |
| CSCO | CISCO SYSTEMS | $467.45万 | 1.55% | 60,246 | -1,164 | -1.9% | -$9.03万 | 减仓 |
| BMY | BRISTOL MYERS | $438.71万 | 1.45% | 72,334 | -140 | -0.2% | -$8,491 | 减仓 |
| NVDA | NVIDIA CORP | $433.09万 | 1.43% | 24,833 | 400 | 1.6% | $6.98万 | 加仓 |
| PSC | PRINCIPAL US | $425.83万 | 1.41% | 74,284 | -1,293 | -1.7% | -$7.41万 | 减仓 |
| MDT | MEDTRONIC PLC | $403.15万 | 1.33% | 46,526 | 2,130 | 4.8% | $18.46万 | 加仓 |
| HELO | JPMORGAN HEDGED | $401.02万 | 1.33% | 62,747 | 2,913 | 4.9% | $18.62万 | 加仓 |
| MMM | 3M COMPANY | $400.40万 | 1.32% | 27,570 | 9,015 | 48.6% | $130.93万 | 加仓 |
| BX | BLACKSTONE INC | $398.12万 | 1.32% | 34,622 | 5,899 | 20.5% | $67.83万 | 加仓 |
| HD | HOME DEPOT | $384.44万 | 1.27% | 11,689 | -180 | -1.5% | -$5.92万 | 减仓 |
| CBOE | CBOE GLOBAL | $333.83万 | 1.10% | 11,877 | -185 | -1.5% | -$5.20万 | 减仓 |
| GD | GENERAL DYNAMICS | $323.00万 | 1.07% | 9,411 | -110 | -1.2% | -$3.78万 | 减仓 |
| UBER | UBER TECHNOLOGIES | $305.47万 | 1.01% | 42,468 | 6,050 | 16.6% | $43.52万 | 加仓 |
| CRM | SALESFORCE INC | $284.78万 | 0.94% | 15,256 | 400 | 2.7% | $7.47万 | 加仓 |
| IGSB | ISHARES 1-5 | $278.11万 | 0.92% | 52,912 | 226 | 0.4% | $1.19万 | 加仓 |
| MXI | ISHARES GLOBAL | $263.35万 | 0.87% | 24,793 | 7,875 | 46.5% | $83.65万 | 加仓 |
| PFE | PFIZER INC | $256.56万 | 0.85% | 91,369 | -6,725 | -6.9% | -$18.88万 | 减仓 |
| XLB | STATE STREET | $247.12万 | 0.82% | 49,454 | -700 | -1.4% | -$3.50万 | 减仓 |
| NEE | NEXTERA ENERGY | $244.56万 | 0.81% | 26,331 | -500 | -1.9% | -$4.64万 | 减仓 |
| TU | TELUS CORP | $215.07万 | 0.71% | 167,630 | 17,630 | 11.8% | $22.62万 | 加仓 |
| NOW | SERVICENOW INC | $207.90万 | 0.69% | 19,885 | 3,615 | 22.2% | $37.79万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY | $205.99万 | 0.68% | 4,248 | 825 | 24.1% | $40.01万 | 加仓 |
| O | REALTY INCOME | $202.87万 | 0.67% | 33,160 | 2,295 | 7.4% | $14.04万 | 加仓 |
| TFC | TRUIST FINANCIAL | $198.26万 | 0.66% | 43,127 | -3,475 | -7.5% | -$15.97万 | 减仓 |
| ACI | ALBERTSONS COS | $194.00万 | 0.64% | 113,850 | 113,850 | — | $194.00万 | 新建仓 |
| ZTS | ZOETIS INC | $190.85万 | 0.63% | 16,145 | 6,097 | 60.7% | $72.07万 | 重新持有 |
| V | VISA INC | $184.46万 | 0.61% | 6,103 | 925 | 17.9% | $27.96万 | 加仓 |
| COF | CAPITAL ONE | $167.34万 | 0.55% | 9,173 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $162.22万 | 0.54% | 1,628 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $160.90万 | 0.53% | 56,044 | 15,585 | 38.5% | $44.74万 | 加仓 |
| — | EXXON MOBIL | $145.43万 | 0.48% | 8,572 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS | $145.08万 | 0.48% | 3,716 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $136.97万 | 0.45% | 14,245 | 14,245 | — | $136.97万 | 新建仓 |
| ENB | ENBRIDGE INC | $136.84万 | 0.45% | 25,275 | -150 | -0.6% | -$8,121 | 减仓 |
| PEP | PEPSICO INC | $135.75万 | 0.45% | 8,742 | -275 | -3.0% | -$4.27万 | 减仓 |
| NVG | NUVEEN AMT | $134.58万 | 0.45% | 109,152 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY | $132.74万 | 0.44% | 115,422 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $121.12万 | 0.40% | 6,108 | 1,850 | 43.4% | $36.68万 | 加仓 |
| IVV | ISHARES CORE | $99.29万 | 0.33% | 1,520 | -1 | -0.1% | -$653 | 减仓 |
| SHYM | ISHARES SHORT | $99.09万 | 0.33% | 45,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P | $97.07万 | 0.32% | 5,058 | 2 | 0.0% | $384 | 加仓 |
| SHW | SHERWIN WILLIAMS | $96.17万 | 0.32% | 3,000 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET | $89.16万 | 0.29% | 21,838 | -365 | -1.6% | -$1.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $85.06万 | 0.28% | 1,775 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP | $84.43万 | 0.28% | 3,165 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $81.20万 | 0.27% | 6,700 | 1,865 | 38.6% | $22.60万 | 加仓 |
| AMGN | AMGEN INC | $80.47万 | 0.27% | 2,287 | 70 | 3.2% | $2.46万 | 加仓 |
| HAL | HALLIBURTON COMPANY | $75.50万 | 0.25% | 19,364 | -946 | -4.7% | -$3.69万 | 减仓 |
| KLAC | KLA CORP | $75.09万 | 0.25% | 510 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS | $71.40万 | 0.24% | 2,676 | 75 | 2.9% | $2.00万 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $52.41万 | 0.17% | 1,137 | 75 | 7.1% | $3.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $50.68万 | 0.17% | 1,500 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO 0-5 | $49.90万 | 0.17% | 5,350 | 2,675 | 100.0% | $24.95万 | 加仓 |
| BAC | BANK AMERICA | $48.51万 | 0.16% | 9,950 | -1,000 | -9.1% | -$4.88万 | 减仓 |
| DPG | DUFF & PHELPS | $46.21万 | 0.15% | 32,000 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET | $36.01万 | 0.12% | 6,080 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $34.25万 | 0.11% | 9,050 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $31.74万 | 0.10% | 2,357 | 2,357 | — | $31.74万 | 新建仓 |
| SPH | SUBURBAN PROPANE | $26.49万 | 0.09% | 13,455 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $26.16万 | 0.09% | 3,268 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX | $25.68万 | 0.08% | 4,500 | -400 | -8.2% | -$2.28万 | 减仓 |
| PG | PROCTER & GAMBLE | $24.81万 | 0.08% | 1,718 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $22.21万 | 0.07% | 3,365 | -200 | -5.6% | -$1.32万 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR | $22.11万 | 0.07% | 916 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL | $21.68万 | 0.07% | 874 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US | $20.62万 | 0.07% | 4,256 | 4,256 | — | $20.62万 | 新建仓 |
| ABBV | ABBVIE INC | $20.55万 | 0.07% | 945 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATIONAL | $19.62万 | 0.06% | 15,979 | 0 | 0.0% | — | 不变 |
| — | GENERATION INCOME | $1.28万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GENERATION INCOME | $1,160 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $0 | 0.00% | 0 | -18,500 | -100.0% | -$378.01万 | 清仓 |
| KHC | KRAFT HEINZ | $0 | 0.00% | 0 | -36,983 | -100.0% | -$89.68万 | 清仓 |
| PYPL | PAYPAL HOLDINGS | $0 | 0.00% | 0 | -6,294 | -100.0% | -$36.74万 | 清仓 |
| DIS | WALT DISNEY | $0 | 0.00% | 0 | -1,850 | -100.0% | -$21.05万 | 清仓 |