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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $33.63万 | 0.07% | 597 | 175 | 41.5% | $9.86万 | 加仓 |
| EEM | ISHARES TR | $32.52万 | 0.07% | 4,753 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $31.84万 | 0.06% | 7,704 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $31.72万 | 0.06% | 861 | 1 | 0.1% | $368 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.65万 | 0.06% | 2,648 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $30.58万 | 0.06% | 904 | 904 | — | $30.58万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $29.65万 | 0.06% | 582 | 81 | 16.2% | $4.13万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.40万 | 0.06% | 1,194 | 110 | 10.1% | $2.71万 | 加仓 |
| NFLX | NETFLIX INC. | $28.73万 | 0.06% | 4,024 | 573 | 16.6% | $4.09万 | 加仓 |
| CRM | SALESFORCE INC | $27.93万 | 0.06% | 1,783 | -1,155 | -39.3% | -$18.09万 | 减仓 |
| IEMG | ISHARES INC | $27.59万 | 0.06% | 3,331 | 0 | 0.0% | — | 不变 |
| TEQI | T ROWE PRICE EXCHANGE-TRADED | $26.93万 | 0.05% | 5,346 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.67万 | 0.05% | 374 | 374 | — | $26.67万 | 新建仓 |
| UNP | UNION PAC CORP | $26.57万 | 0.05% | 977 | -22 | -2.2% | -$5,984 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $25.62万 | 0.05% | 8,716 | 8,716 | — | $25.62万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $25.06万 | 0.05% | 2,474 | 495 | 25.0% | $5.01万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $25.05万 | 0.05% | 9,424 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.61万 | 0.05% | 201 | 201 | — | $23.61万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.22万 | 0.05% | 10,937 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.13万 | 0.05% | 1,049 | -40 | -3.7% | -$8,820 | 减仓 |
| MMM | 3M CO | $22.63万 | 0.05% | 1,398 | 28 | 2.0% | $4,532 | 重新持有 |
| EVSD | MORGAN STANLEY ETF TRUST | $22.26万 | 0.04% | 4,378 | -406 | -8.5% | -$2.06万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $21.82万 | 0.04% | 4,330 | 4,330 | — | $21.82万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.19万 | 0.04% | 413 | -149 | -26.5% | -$7.64万 | 减仓 |
| BAC | BANK OF AMER CORP | $21.14万 | 0.04% | 3,710 | -829 | -18.3% | -$4.72万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $19.90万 | 0.04% | 10,409 | 0 | 0.0% | — | 不变 |
| 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 |