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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.25亿 | 29.73% | 190,694 | 2,845 | 1.5% | $185.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,432.28万 | 5.80% | 40,704 | 652 | 1.6% | $38.96万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,367.82万 | 5.65% | 556,609 | 25,022 | 4.7% | $106.44万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,153.34万 | 5.14% | 281,336 | 4,820 | 1.7% | $36.89万 | 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 |
| FENI | FIDELITY COVINGTON TRUST | $1,958.55万 | 4.67% | 526,493 | 8,401 | 1.6% | $31.25万 | 加仓 |
| IEFA | ISHARES TR | $1,905.84万 | 4.55% | 210,520 | 3,754 | 1.8% | $33.99万 | 加仓 |
| IJH | ISHARES TR | $1,845.93万 | 4.41% | 273,350 | 4,206 | 1.6% | $28.40万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,546.78万 | 3.69% | 53,861 | 1,279 | 2.4% | $36.73万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,215.97万 | 2.90% | 161,720 | 17,394 | 12.1% | $130.79万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,007.47万 | 2.40% | 118,750 | 118,750 | — | $1,007.47万 | 新建仓 |
| QINT | AMERICAN CENTY ETF TR | $998.90万 | 2.38% | 152,644 | 152,644 | — | $998.90万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $578.87万 | 1.38% | 171,415 | 28,625 | 20.0% | $96.67万 | 加仓 |
| PSFF | PACER FDS TR | $550.24万 | 1.31% | 171,712 | 30,608 | 21.7% | $98.08万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $520.52万 | 1.24% | 105,347 | 22,775 | 27.6% | $112.53万 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $502.01万 | 1.20% | 184,766 | 35,990 | 24.2% | $97.78万 | 加仓 |
| AAPL | APPLE INC | $469.96万 | 1.12% | 18,518 | 263 | 1.4% | $6.67万 | 加仓 |
| CAT | CATERPILLAR INC | $365.08万 | 0.87% | 5,153 | -38 | -0.7% | -$2.69万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $265.88万 | 0.63% | 86,664 | 13,768 | 18.9% | $42.24万 | 加仓 |
| IJR | ISHARES TR | $228.53万 | 0.55% | 18,384 | -734 | -3.8% | -$9.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $216.67万 | 0.52% | 12,424 | 1,614 | 14.9% | $28.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $214.14万 | 0.51% | 3,293 | 9 | 0.3% | $5,853 | 加仓 |
| AMZN | AMAZON COM INC | $209.42万 | 0.50% | 10,055 | -170 | -1.7% | -$3.54万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $188.23万 | 0.45% | 34,074 | 8,384 | 32.6% | $46.31万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $187.88万 | 0.45% | 8,736 | 2,166 | 33.0% | $46.58万 | 加仓 |
| REGL | PROSHARES TR | $181.50万 | 0.43% | 21,005 | 6,350 | 43.3% | $54.87万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $167.10万 | 0.40% | 6,894 | 3 | 0.0% | $727 | 加仓 |
| IHDG | WISDOMTREE TR | $160.08万 | 0.38% | 33,247 | 5,734 | 20.8% | $27.61万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $153.99万 | 0.37% | 30,293 | 13,002 | 75.2% | $66.10万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $153.15万 | 0.37% | 62,255 | 24,494 | 64.9% | $60.26万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $145.37万 | 0.35% | 28,344 | 16,691 | 143.2% | $85.61万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $126.14万 | 0.30% | 24,743 | -1,013 | -3.9% | -$5.16万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $124.95万 | 0.30% | 24,821 | 11,013 | 79.8% | $55.44万 | 加仓 |
| EFA | ISHARES TR | $122.33万 | 0.29% | 12,594 | 0 | 0.0% | — | 不变 |
| FIGB | FIDELITY MERRIMACK STR TR | $120.34万 | 0.29% | 27,961 | 7,161 | 34.4% | $30.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $117.21万 | 0.28% | 3,166 | 142 | 4.7% | $5.26万 | 加仓 |
| — | EXXON MOBIL CORP | $115.45万 | 0.28% | 6,805 | 68 | 1.0% | $1.15万 | 加仓 |
| IWD | ISHARES TR | $114.09万 | 0.27% | 5,339 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $111.85万 | 0.27% | 4,510 | -26 | -0.6% | -$6,448 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $110.43万 | 0.26% | 31,185 | 7,038 | 29.1% | $24.92万 | 加仓 |
| VV | VANGUARD INDEX FDS | $106.99万 | 0.26% | 3,580 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $106.24万 | 0.25% | 21,339 | -1 | -0.0% | -$50 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $88.05万 | 0.21% | 17,593 | -1,033 | -5.5% | -$5.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $87.48万 | 0.21% | 4,228 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $84.42万 | 0.20% | 1,980 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $82.33万 | 0.20% | 16,268 | -6 | -0.0% | -$304 | 减仓 |
| SHV | ISHARES TR | $81.88万 | 0.20% | 7,417 | -1,243 | -14.4% | -$13.72万 | 减仓 |
| GOOG | ALPHABET INC | $81.38万 | 0.19% | 2,837 | 162 | 6.1% | $4.65万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $80.31万 | 0.19% | 10,615 | 26 | 0.2% | $1,967 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $76.98万 | 0.18% | 2,617 | 257 | 10.9% | $7.56万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $75.72万 | 0.18% | 22,626 | 3,081 | 15.8% | $10.31万 | 加仓 |
| AVGO | BROADCOM INC | $75.13万 | 0.18% | 2,427 | 64 | 2.7% | $1.98万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $67.94万 | 0.16% | 14,728 | 2,253 | 18.1% | $10.39万 | 加仓 |
| WMT | WALMART INC | $65.73万 | 0.16% | 5,289 | 711 | 15.5% | $8.84万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $64.65万 | 0.15% | 11,043 | 11,043 | — | $64.65万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $62.87万 | 0.15% | 12,601 | -918 | -6.8% | -$4.58万 | 减仓 |
| MRK | MERCK & CO INC | $62.62万 | 0.15% | 5,206 | 1,638 | 45.9% | $19.70万 | 加仓 |
| TSLA | TESLA INC | $62.13万 | 0.15% | 1,671 | 402 | 31.7% | $14.95万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $60.56万 | 0.14% | 6,520 | 56 | 0.9% | $5,201 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $59.76万 | 0.14% | 2,445 | -490 | -16.7% | -$11.98万 | 减仓 |
| PAVE | GLOBAL X FDS | $59.51万 | 0.14% | 11,712 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $55.66万 | 0.13% | 5,530 | 5,530 | — | $55.66万 | 新建仓 |
| CRM | SALESFORCE INC | $54.83万 | 0.13% | 2,938 | -1,354 | -31.5% | -$25.27万 | 减仓 |
| TLT | ISHARES TR | $51.56万 | 0.12% | 5,948 | -3,160 | -34.7% | -$27.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.84万 | 0.12% | 510 | 41 | 8.7% | $4.09万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $49.24万 | 0.12% | 14,787 | 14,787 | — | $49.24万 | 新建仓 |
| GRNY | TIDAL TRUST I | $49.17万 | 0.12% | 20,599 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $49.03万 | 0.12% | 25,804 | 9,696 | 60.2% | $18.42万 | 加仓 |
| DGRO | ISHARES TR | $48.54万 | 0.12% | 6,917 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.54万 | 0.11% | 992 | 202 | 25.6% | $9.68万 | 加仓 |
| GE | GE AEROSPACE | $44.61万 | 0.11% | 1,572 | 690 | 78.2% | $19.58万 | 加仓 |
| XYLD | GLOBAL X FDS | $42.62万 | 0.10% | 10,892 | 10,892 | — | $42.62万 | 新建仓 |
| IEV | ISHARES TR | $42.54万 | 0.10% | 6,262 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $42.53万 | 0.10% | 15,189 | 7,084 | 87.4% | $19.83万 | 加仓 |
| TLTW | ISHARES TR | $42.35万 | 0.10% | 18,721 | 18,721 | — | $42.35万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $40.64万 | 0.10% | 8,121 | 8,121 | — | $40.64万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $39.76万 | 0.09% | 8,054 | 8,054 | — | $39.76万 | 新建仓 |
| ISPY | PROSHARES TR | $39.72万 | 0.09% | 9,162 | 9,162 | — | $39.72万 | 新建仓 |
| — | NEOS ETF TRUST | $39.67万 | 0.09% | 8,388 | 8,388 | — | $39.67万 | 新建仓 |
| V | VISA INC | $38.84万 | 0.09% | 1,285 | 48 | 3.9% | $1.45万 | 加仓 |
| GOOGL | ALPHABET INC | $37.44万 | 0.09% | 1,302 | 157 | 13.7% | $4.52万 | 加仓 |
| GLD | SPDR GOLD TR | $37.00万 | 0.09% | 860 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.26万 | 0.09% | 2,335 | 79 | 3.5% | $1.23万 | 加仓 |
| SHYG | ISHARES TR | $36.10万 | 0.09% | 8,532 | 8,532 | — | $36.10万 | 新建仓 |
| QDPL | PACER FDS TR | $35.90万 | 0.09% | 8,945 | 8,945 | — | $35.90万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $33.47万 | 0.08% | 2,317 | 181 | 8.5% | $2.61万 | 加仓 |
| NFLX | NETFLIX INC. | $33.18万 | 0.08% | 3,451 | -495 | -12.5% | -$4.76万 | 减仓 |
| CSCO | CISCO SYS INC | $31.07万 | 0.07% | 4,004 | 4,004 | — | $31.07万 | 新建仓 |
| TDVG | T ROWE PRICE ETF INC | $30.83万 | 0.07% | 6,908 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $30.28万 | 0.07% | 501 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $30.15万 | 0.07% | 3,965 | 3,965 | — | $30.15万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.79万 | 0.07% | 7,704 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $28.08万 | 0.07% | 562 | 110 | 24.3% | $5.50万 | 加仓 |
| EEM | ISHARES TR | $26.99万 | 0.06% | 4,753 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $25.73万 | 0.06% | 1,089 | 0 | 0.0% | — | 不变 |
| EVSD | MORGAN STANLEY ETF TRUST | $24.37万 | 0.06% | 4,784 | -4,855 | -50.4% | -$24.73万 | 减仓 |
| UNP | UNION PAC CORP | $24.24万 | 0.06% | 999 | 29 | 3.0% | $7,036 | 加仓 |
| META | META PLATFORMS INC | $24.14万 | 0.06% | 422 | 40 | 10.5% | $2.29万 | 加仓 |
| TEQI | T ROWE PRICE ETF INC | $24.07万 | 0.06% | 5,346 | -940 | -15.0% | -$4.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $23.32万 | 0.06% | 727 | 0 | 0.0% | — | 不变 |