Core Wealth Advisors, Inc.
LAKELAND FL · SEC CIK 0001770532
$4.97亿2026Q2 申报市值
126持仓数
70.0%前十大占比 · 第一大 29.1%
13 / 3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
IVV 加仓+$214.18万
DGRO 加仓+$166.22万
IBM 加仓+$126.54万
SPHQ 加仓+$118.56万
NEE 加仓+$101.37万
2026Q2 卖出最多 按季末市值估算
TLT 清仓-$51.56万
GS 清仓-$22.76万
TAXF 减仓-$22.54万
ADBE 清仓-$20.71万
CRM 减仓-$18.09万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.45亿 | 29.14% | 193,554 | 2,860 | 1.5% | $214.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,829.34万 | 5.69% | 41,195 | 491 | 1.2% | $33.72万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,823.81万 | 5.68% | 573,014 | 16,405 | 2.9% | $80.84万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,507.07万 | 5.04% | 285,284 | 3,948 | 1.4% | $34.69万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2,463.32万 | 4.95% | 402,306 | 12,344 | 3.2% | $75.58万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,163.19万 | 4.35% | 539,045 | 12,552 | 2.4% | $50.37万 | 加仓 |
| IJH | ISHARES TR | $2,132.65万 | 4.29% | 276,572 | 3,222 | 1.2% | $24.84万 | 加仓 |
| IEFA | ISHARES TR | $2,069.85万 | 4.16% | 214,314 | 3,794 | 1.8% | $36.64万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,757.38万 | 3.53% | 218,118 | 2,674 | 1.2% | $21.54万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,575.66万 | 3.17% | 174,879 | 13,159 | 8.1% | $118.56万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $1,081.56万 | 2.17% | 155,779 | 3,135 | 2.1% | $21.77万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,079.52万 | 2.17% | 121,023 | 2,273 | 1.9% | $20.28万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $654.99万 | 1.32% | 179,303 | 7,888 | 4.6% | $28.81万 | 加仓 |
| AAPL | APPLE INC | $619.58万 | 1.25% | 21,412 | 2,894 | 15.6% | $83.74万 | 加仓 |
| PSFF | PACER FDS TR | $605.60万 | 1.22% | 176,508 | 4,796 | 2.8% | $16.46万 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $598.29万 | 1.20% | 197,846 | 13,080 | 7.1% | $39.55万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $579.54万 | 1.16% | 110,011 | 4,664 | 4.4% | $24.57万 | 加仓 |
| CAT | CATERPILLAR INC | $546.60万 | 1.10% | 5,133 | -20 | -0.4% | -$2.13万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $320.40万 | 0.64% | 11,394 | 4,500 | 65.3% | $126.54万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $281.30万 | 0.57% | 88,710 | 2,046 | 2.4% | $6.49万 | 加仓 |
| IJR | ISHARES TR | $266.51万 | 0.54% | 17,970 | -414 | -2.3% | -$6.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $259.26万 | 0.52% | 12,957 | 533 | 4.3% | $10.67万 | 加仓 |
| AMZN | AMAZON COM INC | $253.91万 | 0.51% | 10,653 | 598 | 5.9% | $14.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $247.58万 | 0.50% | 3,315 | 22 | 0.7% | $1.64万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $223.77万 | 0.45% | 9,457 | 721 | 8.3% | $17.06万 | 加仓 |
| DGRO | ISHARES TR | $218.64万 | 0.44% | 28,848 | 21,931 | 317.1% | $166.22万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $213.12万 | 0.43% | 42,069 | 11,776 | 38.9% | $59.66万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $212.16万 | 0.43% | 35,190 | 1,116 | 3.3% | $6.73万 | 加仓 |
| REGL | PROSHARES TR | $199.66万 | 0.40% | 21,804 | 799 | 3.8% | $7.32万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $193.85万 | 0.39% | 79,270 | 17,015 | 27.3% | $41.61万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $186.13万 | 0.37% | 36,247 | 7,903 | 27.9% | $40.58万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $183.92万 | 0.37% | 36,506 | 11,685 | 47.1% | $58.87万 | 加仓 |
| IHDG | WISDOMTREE TR | $174.07万 | 0.35% | 33,232 | -15 | -0.0% | -$786 | 减仓 |
| MSFT | MICROSOFT CORP | $173.94万 | 0.35% | 4,663 | 1,497 | 47.3% | $55.84万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $158.59万 | 0.32% | 18,069 | 11,549 | 177.1% | $101.37万 | 加仓 |
| GOOG | ALPHABET INC | $143.03万 | 0.29% | 4,048 | 1,211 | 42.7% | $42.79万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $140.65万 | 0.28% | 36,456 | 5,271 | 16.9% | $20.34万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $139.88万 | 0.28% | 32,660 | 4,699 | 16.8% | $20.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $137.97万 | 0.28% | 4,215 | 1,598 | 61.1% | $52.31万 | 加仓 |
| IWM | ISHARES TR | $134.86万 | 0.27% | 4,489 | -21 | -0.5% | -$6,309 | 减仓 |
| EFA | ISHARES TR | $130.83万 | 0.26% | 12,594 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $128.83万 | 0.26% | 5,314 | -25 | -0.5% | -$6,061 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $126.19万 | 0.25% | 24,743 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $123.12万 | 0.25% | 3,580 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $106.25万 | 0.21% | 21,345 | 6 | 0.0% | $299 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $102.02万 | 0.21% | 17,530 | 6,487 | 58.7% | $37.75万 | 加仓 |
| IWF | ISHARES TR | $101.13万 | 0.20% | 8,144 | 224 | 2.8% | $2.78万 | 加仓 |
| AVGO | BROADCOM INC | $97.09万 | 0.20% | 2,570 | 143 | 5.9% | $5.40万 | 加仓 |
| SGOV | ISHARES TR | $94.42万 | 0.19% | 9,379 | 3,849 | 69.6% | $38.75万 | 加仓 |
| — | EXXON MOBIL CORP | $93.43万 | 0.19% | 6,834 | 29 | 0.4% | $3,965 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $91.13万 | 0.18% | 26,593 | 3,967 | 17.5% | $13.59万 | 加仓 |
| CVX | CHEVRON CORPORATION | $89.52万 | 0.18% | 5,401 | 1,173 | 27.7% | $19.44万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $82.27万 | 0.17% | 16,268 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $81.85万 | 0.16% | 7,417 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $79.07万 | 0.16% | 19,385 | 8,493 | 78.0% | $34.64万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $77.25万 | 0.16% | 21,177 | 6,390 | 43.2% | $23.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.16万 | 0.15% | 1,522 | 530 | 53.4% | $26.52万 | 加仓 |
| TLTW | ISHARES TR | $75.92万 | 0.15% | 33,982 | 15,261 | 81.5% | $34.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $74.39万 | 0.15% | 2,929 | 484 | 19.8% | $12.29万 | 加仓 |
| GOOGL | ALPHABET INC | $72.98万 | 0.15% | 2,042 | 740 | 56.8% | $26.45万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $72.89万 | 0.15% | 14,728 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $70.76万 | 0.14% | 1,682 | 11 | 0.7% | $4,627 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $70.30万 | 0.14% | 9,291 | -1,324 | -12.5% | -$10.02万 | 减仓 |
| — | NEOS ETF TRUST | $70.14万 | 0.14% | 14,283 | 5,895 | 70.3% | $28.95万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $69.11万 | 0.14% | 9,562 | 9,562 | — | $69.11万 | 新建仓 |
| PAVE | GLOBAL X FDS | $69.01万 | 0.14% | 11,712 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $67.01万 | 0.13% | 5,916 | 627 | 11.9% | $7.10万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $66.90万 | 0.13% | 13,160 | -4,433 | -25.2% | -$22.54万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $66.44万 | 0.13% | 13,254 | 13,254 | — | $66.44万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $63.74万 | 0.13% | 12,601 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $61.88万 | 0.12% | 5,268 | 1,264 | 31.6% | $14.85万 | 加仓 |
| MRK | MERCK & CO INC | $60.56万 | 0.12% | 4,713 | -493 | -9.5% | -$6.34万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $59.45万 | 0.12% | 10,698 | 2,577 | 31.7% | $14.32万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.63万 | 0.12% | 992 | 992 | — | $57.63万 | 新建仓 |
| GRNY | TIDAL TRUST I | $56.96万 | 0.11% | 20,599 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $56.36万 | 0.11% | 1,643 | 358 | 27.9% | $12.28万 | 加仓 |
| SHYG | ISHARES TR | $55.67万 | 0.11% | 13,127 | 4,595 | 53.9% | $19.49万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $54.61万 | 0.11% | 28,311 | 2,507 | 9.7% | $4.84万 | 加仓 |
| ISPY | PROSHARES TR | $53.52万 | 0.11% | 11,107 | 1,945 | 21.2% | $9.37万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $53.01万 | 0.11% | 12,289 | 12,289 | — | $53.01万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $52.81万 | 0.11% | 564 | 54 | 10.6% | $5.06万 | 加仓 |
| SPYI | NEOS ETF TRUST | $51.99万 | 0.10% | 9,793 | 1,739 | 21.6% | $9.23万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $50.87万 | 0.10% | 12,316 | 12,316 | — | $50.87万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $49.40万 | 0.10% | 1,140 | 164 | 16.8% | $7.11万 | 加仓 |
| HD | HOME DEPOT INC | $49.23万 | 0.10% | 1,396 | 1,396 | — | $49.23万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $48.63万 | 0.10% | 660 | 660 | — | $48.63万 | 新建仓 |
| GE | GE AEROSPACE | $46.19万 | 0.09% | 1,236 | -336 | -21.4% | -$12.56万 | 减仓 |
| IEV | ISHARES TR | $45.62万 | 0.09% | 6,262 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $45.14万 | 0.09% | 15,189 | 0 | 0.0% | — | 不变 |
| QDPL | PACER FDS TR | $44.79万 | 0.09% | 9,938 | 993 | 11.1% | $4.48万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $40.83万 | 0.08% | 26,881 | 9,678 | 56.3% | $14.70万 | 加仓 |
| — | GABELLI UTIL TR | $38.33万 | 0.08% | 58,163 | 23,540 | 68.0% | $15.51万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $38.26万 | 0.08% | 2,239 | 2,239 | — | $38.26万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $36.56万 | 0.07% | 988 | 261 | 35.9% | $9.66万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $36.35万 | 0.07% | 59,198 | 23,421 | 65.5% | $14.38万 | 加仓 |
| PEP | PEPSICO INC | $36.11万 | 0.07% | 2,667 | 332 | 14.2% | $4.50万 | 加仓 |
| KO | COCA COLA CO | $35.95万 | 0.07% | 4,423 | 458 | 11.6% | $3.72万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $35.86万 | 0.07% | 63,364 | 26,617 | 72.4% | $15.07万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.89万 | 0.07% | 2,380 | 63 | 2.7% | $9,237 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $33.87万 | 0.07% | 6,908 | 0 | 0.0% | — | 不变 |