Core Wealth Advisors, Inc.
LAKELAND FL · SEC CIK 0001770532
$4.19亿2026Q1 申报市值
114持仓数
71.6%前十大占比 · 第一大 29.7%
23 / 1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
AVDE 新建仓+$1,007.47万
QINT 新建仓+$998.90万
IVV 加仓+$185.84万
SPHQ 加仓+$130.79万
XLG 加仓+$115.05万
2026Q1 卖出最多 按季末市值估算
TLT 减仓-$27.39万
CRM 减仓-$25.27万
EVSD 减仓-$24.73万
VNQ 清仓-$21.85万
SHV 减仓-$13.72万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $469.96万 | 1.12% | 18,518 | 263 | 1.4% | $6.67万 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $502.01万 | 1.20% | 184,766 | 35,990 | 24.2% | $97.78万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $520.52万 | 1.24% | 105,347 | 22,775 | 27.6% | $112.53万 | 加仓 |
| PSFF | PACER FDS TR | $550.24万 | 1.31% | 171,712 | 30,608 | 21.7% | $98.08万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $578.87万 | 1.38% | 171,415 | 28,625 | 20.0% | $96.67万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $998.90万 | 2.38% | 152,644 | 152,644 | — | $998.90万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,007.47万 | 2.40% | 118,750 | 118,750 | — | $1,007.47万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,215.97万 | 2.90% | 161,720 | 17,394 | 12.1% | $130.79万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,546.78万 | 3.69% | 53,861 | 1,279 | 2.4% | $36.73万 | 加仓 |
| IJH | ISHARES TR | $1,845.93万 | 4.41% | 273,350 | 4,206 | 1.6% | $28.40万 | 加仓 |
| IEFA | ISHARES TR | $1,905.84万 | 4.55% | 210,520 | 3,754 | 1.8% | $33.99万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,958.55万 | 4.67% | 526,493 | 8,401 | 1.6% | $31.25万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2,127.24万 | 5.08% | 389,962 | 21,090 | 5.7% | $115.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,153.34万 | 5.14% | 281,336 | 4,820 | 1.7% | $36.89万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,367.82万 | 5.65% | 556,609 | 25,022 | 4.7% | $106.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,432.28万 | 5.80% | 40,704 | 652 | 1.6% | $38.96万 | 加仓 |
| IVV | ISHARES TR | $1.25亿 | 29.73% | 190,694 | 2,845 | 1.5% | $185.84万 | 加仓 |