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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -5,948 | -100.0% | -$51.56万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -269 | -100.0% | -$22.76万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -852 | -100.0% | -$20.71万 | 清仓 |
| ET | ENERGY TRANSFER L P | $19.90万 | 0.04% | 10,409 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $21.14万 | 0.04% | 3,710 | -829 | -18.3% | -$4.72万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $21.19万 | 0.04% | 413 | -149 | -26.5% | -$7.64万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $21.82万 | 0.04% | 4,330 | 4,330 | — | $21.82万 | 新建仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $22.26万 | 0.04% | 4,378 | -406 | -8.5% | -$2.06万 | 减仓 |
| MMM | 3M CO | $22.63万 | 0.05% | 1,398 | 28 | 2.0% | $4,532 | 重新持有 |
| LOW | LOWES COS INC | $23.13万 | 0.05% | 1,049 | -40 | -3.7% | -$8,820 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.22万 | 0.05% | 10,937 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.61万 | 0.05% | 201 | 201 | — | $23.61万 | 新建仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $25.05万 | 0.05% | 9,424 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $25.06万 | 0.05% | 2,474 | 495 | 25.0% | $5.01万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $25.62万 | 0.05% | 8,716 | 8,716 | — | $25.62万 | 新建仓 |
| UNP | UNION PAC CORP | $26.57万 | 0.05% | 977 | -22 | -2.2% | -$5,984 | 减仓 |
| CMI | CUMMINS INC | $26.67万 | 0.05% | 374 | 374 | — | $26.67万 | 新建仓 |
| TEQI | T ROWE PRICE EXCHANGE-TRADED | $26.93万 | 0.05% | 5,346 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $27.59万 | 0.06% | 3,331 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $27.93万 | 0.06% | 1,783 | -1,155 | -39.3% | -$18.09万 | 减仓 |
| NFLX | NETFLIX INC. | $28.73万 | 0.06% | 4,024 | 573 | 16.6% | $4.09万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.40万 | 0.06% | 1,194 | 110 | 10.1% | $2.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.65万 | 0.06% | 582 | 81 | 16.2% | $4.13万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $30.58万 | 0.06% | 904 | 904 | — | $30.58万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $31.65万 | 0.06% | 2,648 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $31.72万 | 0.06% | 861 | 1 | 0.1% | $368 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.84万 | 0.06% | 7,704 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $32.52万 | 0.07% | 4,753 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $33.63万 | 0.07% | 597 | 175 | 41.5% | $9.86万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $33.87万 | 0.07% | 6,908 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $34.89万 | 0.07% | 2,380 | 63 | 2.7% | $9,237 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $35.86万 | 0.07% | 63,364 | 26,617 | 72.4% | $15.07万 | 加仓 |
| KO | COCA COLA CO | $35.95万 | 0.07% | 4,423 | 458 | 11.6% | $3.72万 | 加仓 |
| PEP | PEPSICO INC | $36.11万 | 0.07% | 2,667 | 332 | 14.2% | $4.50万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $36.35万 | 0.07% | 59,198 | 23,421 | 65.5% | $14.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $36.56万 | 0.07% | 988 | 261 | 35.9% | $9.66万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $38.26万 | 0.08% | 2,239 | 2,239 | — | $38.26万 | 新建仓 |
| — | GABELLI UTIL TR | $38.33万 | 0.08% | 58,163 | 23,540 | 68.0% | $15.51万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $40.83万 | 0.08% | 26,881 | 9,678 | 56.3% | $14.70万 | 加仓 |
| QDPL | PACER FDS TR | $44.79万 | 0.09% | 9,938 | 993 | 11.1% | $4.48万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $45.14万 | 0.09% | 15,189 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $45.62万 | 0.09% | 6,262 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $46.19万 | 0.09% | 1,236 | -336 | -21.4% | -$12.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $48.63万 | 0.10% | 660 | 660 | — | $48.63万 | 新建仓 |
| HD | HOME DEPOT INC | $49.23万 | 0.10% | 1,396 | 1,396 | — | $49.23万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $49.40万 | 0.10% | 1,140 | 164 | 16.8% | $7.11万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $50.87万 | 0.10% | 12,316 | 12,316 | — | $50.87万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $51.99万 | 0.10% | 9,793 | 1,739 | 21.6% | $9.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $52.81万 | 0.11% | 564 | 54 | 10.6% | $5.06万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $53.01万 | 0.11% | 12,289 | 12,289 | — | $53.01万 | 新建仓 |
| ISPY | PROSHARES TR | $53.52万 | 0.11% | 11,107 | 1,945 | 21.2% | $9.37万 | 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 |
| SHYG | ISHARES TR | $55.67万 | 0.11% | 13,127 | 4,595 | 53.9% | $19.49万 | 加仓 |
| V | VISA INC | $56.36万 | 0.11% | 1,643 | 358 | 27.9% | $12.28万 | 加仓 |
| GRNY | TIDAL TRUST I | $56.96万 | 0.11% | 20,599 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $57.63万 | 0.12% | 992 | 992 | — | $57.63万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $59.45万 | 0.12% | 10,698 | 2,577 | 31.7% | $14.32万 | 加仓 |
| MRK | MERCK & CO INC | $60.56万 | 0.12% | 4,713 | -493 | -9.5% | -$6.34万 | 减仓 |
| CSCO | CISCO SYS INC | $61.88万 | 0.12% | 5,268 | 1,264 | 31.6% | $14.85万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $63.74万 | 0.13% | 12,601 | 0 | 0.0% | — | 不变 |
| FLTB | FIDELITY MERRIMACK STR TR | $66.44万 | 0.13% | 13,254 | 13,254 | — | $66.44万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $66.90万 | 0.13% | 13,160 | -4,433 | -25.2% | -$22.54万 | 减仓 |
| WMT | WALMART INC | $67.01万 | 0.13% | 5,916 | 627 | 11.9% | $7.10万 | 加仓 |
| PAVE | GLOBAL X FDS | $69.01万 | 0.14% | 11,712 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $69.11万 | 0.14% | 9,562 | 9,562 | — | $69.11万 | 新建仓 |
| — | NEOS ETF TRUST | $70.14万 | 0.14% | 14,283 | 5,895 | 70.3% | $28.95万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $70.30万 | 0.14% | 9,291 | -1,324 | -12.5% | -$10.02万 | 减仓 |
| TSLA | TESLA INC | $70.76万 | 0.14% | 1,682 | 11 | 0.7% | $4,627 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $72.89万 | 0.15% | 14,728 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $72.98万 | 0.15% | 2,042 | 740 | 56.8% | $26.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $74.39万 | 0.15% | 2,929 | 484 | 19.8% | $12.29万 | 加仓 |
| TLTW | ISHARES TR | $75.92万 | 0.15% | 33,982 | 15,261 | 81.5% | $34.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.16万 | 0.15% | 1,522 | 530 | 53.4% | $26.52万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $77.25万 | 0.16% | 21,177 | 6,390 | 43.2% | $23.31万 | 加仓 |
| XYLD | GLOBAL X FDS | $79.07万 | 0.16% | 19,385 | 8,493 | 78.0% | $34.64万 | 加仓 |
| SHV | ISHARES TR | $81.85万 | 0.16% | 7,417 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $82.27万 | 0.17% | 16,268 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $89.52万 | 0.18% | 5,401 | 1,173 | 27.7% | $19.44万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $91.13万 | 0.18% | 26,593 | 3,967 | 17.5% | $13.59万 | 加仓 |
| — | EXXON MOBIL CORP | $93.43万 | 0.19% | 6,834 | 29 | 0.4% | $3,965 | 加仓 |
| SGOV | ISHARES TR | $94.42万 | 0.19% | 9,379 | 3,849 | 69.6% | $38.75万 | 加仓 |
| AVGO | BROADCOM INC | $97.09万 | 0.20% | 2,570 | 143 | 5.9% | $5.40万 | 加仓 |
| IWF | ISHARES TR | $101.13万 | 0.20% | 8,144 | 224 | 2.8% | $2.78万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $102.02万 | 0.21% | 17,530 | 6,487 | 58.7% | $37.75万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $106.25万 | 0.21% | 21,345 | 6 | 0.0% | $299 | 加仓 |
| VV | VANGUARD INDEX FDS | $123.12万 | 0.25% | 3,580 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $126.19万 | 0.25% | 24,743 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $128.83万 | 0.26% | 5,314 | -25 | -0.5% | -$6,061 | 减仓 |
| EFA | ISHARES TR | $130.83万 | 0.26% | 12,594 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $134.86万 | 0.27% | 4,489 | -21 | -0.5% | -$6,309 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $137.97万 | 0.28% | 4,215 | 1,598 | 61.1% | $52.31万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $139.88万 | 0.28% | 32,660 | 4,699 | 16.8% | $20.13万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $140.65万 | 0.28% | 36,456 | 5,271 | 16.9% | $20.34万 | 加仓 |
| GOOG | ALPHABET INC | $143.03万 | 0.29% | 4,048 | 1,211 | 42.7% | $42.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $158.59万 | 0.32% | 18,069 | 11,549 | 177.1% | $101.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $173.94万 | 0.35% | 4,663 | 1,497 | 47.3% | $55.84万 | 加仓 |
| IHDG | WISDOMTREE TR | $174.07万 | 0.35% | 33,232 | -15 | -0.0% | -$786 | 减仓 |
| MEAR | ISHARES U S ETF TR | $183.92万 | 0.37% | 36,506 | 11,685 | 47.1% | $58.87万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $186.13万 | 0.37% | 36,247 | 7,903 | 27.9% | $40.58万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $193.85万 | 0.39% | 79,270 | 17,015 | 27.3% | $41.61万 | 加仓 |