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 |
|---|---|---|---|---|---|---|---|---|
| REGL | PROSHARES TR | $199.66万 | 0.40% | 21,804 | 799 | 3.8% | $7.32万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $212.16万 | 0.43% | 35,190 | 1,116 | 3.3% | $6.73万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $213.12万 | 0.43% | 42,069 | 11,776 | 38.9% | $59.66万 | 加仓 |
| DGRO | ISHARES TR | $218.64万 | 0.44% | 28,848 | 21,931 | 317.1% | $166.22万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $223.77万 | 0.45% | 9,457 | 721 | 8.3% | $17.06万 | 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 |
| AMZN | AMAZON COM INC | $253.91万 | 0.51% | 10,653 | 598 | 5.9% | $14.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $259.26万 | 0.52% | 12,957 | 533 | 4.3% | $10.67万 | 加仓 |
| IJR | ISHARES TR | $266.51万 | 0.54% | 17,970 | -414 | -2.3% | -$6.14万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $281.30万 | 0.57% | 88,710 | 2,046 | 2.4% | $6.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $320.40万 | 0.64% | 11,394 | 4,500 | 65.3% | $126.54万 | 加仓 |
| CAT | CATERPILLAR INC | $546.60万 | 1.10% | 5,133 | -20 | -0.4% | -$2.13万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $579.54万 | 1.16% | 110,011 | 4,664 | 4.4% | $24.57万 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $598.29万 | 1.20% | 197,846 | 13,080 | 7.1% | $39.55万 | 加仓 |
| PSFF | PACER FDS TR | $605.60万 | 1.22% | 176,508 | 4,796 | 2.8% | $16.46万 | 加仓 |
| AAPL | APPLE INC | $619.58万 | 1.25% | 21,412 | 2,894 | 15.6% | $83.74万 | 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 |
| AVDE | AMERICAN CENTY ETF TR | $1,079.52万 | 2.17% | 121,023 | 2,273 | 1.9% | $20.28万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $1,081.56万 | 2.17% | 155,779 | 3,135 | 2.1% | $21.77万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,575.66万 | 3.17% | 174,879 | 13,159 | 8.1% | $118.56万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,757.38万 | 3.53% | 218,118 | 2,674 | 1.2% | $21.54万 | 加仓 |
| IEFA | ISHARES TR | $2,069.85万 | 4.16% | 214,314 | 3,794 | 1.8% | $36.64万 | 加仓 |
| IJH | ISHARES TR | $2,132.65万 | 4.29% | 276,572 | 3,222 | 1.2% | $24.84万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $2,163.19万 | 4.35% | 539,045 | 12,552 | 2.4% | $50.37万 | 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 |
| SPYM | SPDR SERIES TRUST | $2,507.07万 | 5.04% | 285,284 | 3,948 | 1.4% | $34.69万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,823.81万 | 5.68% | 573,014 | 16,405 | 2.9% | $80.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,829.34万 | 5.69% | 41,195 | 491 | 1.2% | $33.72万 | 加仓 |
| IVV | ISHARES TR | $1.45亿 | 29.14% | 193,554 | 2,860 | 1.5% | $214.18万 | 加仓 |