13F 机构持仓

Weaver Consulting Group

HUNTINGTON BEACH CA · SEC CIK 0001780055

2026Q22026Q1 更早 9 个季度 🔒
$4.88亿2026Q2 申报市值
297持仓数
30.5%前十大占比 · 第一大 7.0%
29 / 11新建仓 / 清仓
申报市值走势$4.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ELEVATION SERI 7.0%
QUAL 4.3%
TFLO 3.5%
NVDA 2.9%
VTI 2.8%
AAPL 2.3%
BOXX 2.0%
JAAA 2.0%
UYLD 1.8%
AOM 1.8%

2026Q2 买入最多 按季末市值估算

NVDA 加仓+$888.17万
ELEVATION SERIES 加仓+$491.87万
PYLD 加仓+$267.25万
PLTR 加仓+$240.74万
IBDT 新建仓+$172.02万

2026Q2 卖出最多 按季末市值估算

IBDR 减仓-$214.47万
TFLO 减仓-$189.91万
BOXX 减仓-$120.39万
TCAF 减仓-$108.53万
SHV 减仓-$58.22万

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
AON AON PLC $34.76万0.07%1,048 20.2% $663 加仓
V VISA INC $34.77万0.07%1,013 444.5% $1.51万 加仓
PSA PUBLIC STORAGE $34.82万0.07%1,094 -1-0.1% -$318 减仓
JBND J P MORGAN EXCHANGE TRADED F $34.87万0.07%6,518 -867-11.7% -$4.64万 减仓
C CITIGROUP INC $34.91万0.07%2,494 -55-2.2% -$7,698 减仓
KO COCA COLA CO $35.06万0.07%4,314 411.0% $3,332 加仓
FQAL FIDELITY COVINGTON TRUST $35.12万0.07%4,317 56014.9% $4.56万 加仓
UPS UNITED PARCEL SVCS INC $35.34万0.07%3,288 32811.1% $3.53万 加仓
BLK BLACKROCK INC $35.67万0.07%371 -1-0.3% -$962 减仓
T AT&T INC $36.73万0.08%17,743 -362-2.0% -$7,493 减仓
EFSC ENTERPRISE FINL SVCS CORP $36.97万0.08%5,612 00.0% — 不变
ITA ISHARES TR $37.14万0.08%1,532 -65-4.1% -$1.58万 减仓
PANW PALO ALTO NETWORKS INC $37.17万0.08%1,090 -47-4.1% -$1.60万 重新持有
SDSI AMERICAN CENTY ETF TR $37.57万0.08%7,316 -1,000-12.0% -$5.14万 减仓
— ISHARES TR $37.68万0.08%12,935 -565-4.2% -$1.65万 减仓
HYMB SPDR SERIES TRUST $38.10万0.08%14,978 00.0% — 不变
XLK SELECT SECTOR SPDR TR $38.53万0.08%2,022 00.0% — 不变
BSEP INNOVATOR ETFS TRUST $38.75万0.08%7,349 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $39.02万0.08%7,071 96915.9% $5.35万 加仓
SGOV ISHARES TR $39.06万0.08%3,880 00.0% — 不变
IDU ISHARES TR $39.50万0.08%3,446 1,00040.9% $11.46万 加仓
RISR TIDAL TRUST I $40.00万0.08%11,050 11,050— $40.00万 新建仓
ORCL ORACLE CORP $40.67万0.08%2,776 371.4% $5,421 加仓
— ELEVATION SERIES TRUST $40.68万0.08%6,304 00.0% — 不变
— INNOVATOR ETFS TRUST $40.88万0.08%18,583 00.0% — 不变
DBC INVESCO DB COMMDY INDX TRCK $40.92万0.08%15,347 -804-5.0% -$2.14万 减仓
YUM YUM BRANDS INC $41.05万0.08%2,568 30.1% $480 加仓
PG PROCTER & GAMBLE CO $41.34万0.08%2,819 -56-1.9% -$8,212 减仓
IVE ISHARES TR $42.12万0.09%1,855 00.0% — 不变
— INNOVATOR ETFS TRUST $43.22万0.09%19,200 -5,000-20.7% -$11.26万 减仓
IREN IREN LIMITED $43.57万0.09%9,528 90.1% $412 加仓
PSX PHILLIPS 66 $44.82万0.09%2,651 -50-1.9% -$8,453 减仓
AGG ISHARES TR $45.63万0.09%4,610 2034.6% $2.01万 加仓
IYH ISHARES TR $45.82万0.09%6,838 00.0% — 不变
LNT ALLIANT ENERGY CORP $46.07万0.09%6,039 00.0% — 不变
JHMM JOHN HANCOCK EXCHANGE TRADED $46.11万0.09%6,151 -66-1.1% -$4,948 减仓
SHY ISHARES TR $46.57万0.10%5,672 -755-11.7% -$6.20万 减仓
BAC BANK OF AMER CORP $48.16万0.10%8,452 911.1% $5,185 加仓
COR CENCORA INC $49.63万0.10%1,754 10.1% $283 加仓
JMBS JANUS DETROIT STR TR $50.70万0.10%11,270 2,67031.0% $12.01万 加仓
BDEC INNOVATOR ETFS TRUST $50.73万0.10%9,535 00.0% — 不变
CAT CATERPILLAR INC $51.12万0.10%480 -38-7.3% -$4.05万 减仓
EFA ISHARES TR $51.67万0.11%4,974 4,974— $51.67万 新建仓
MRK MERCK & CO INC $51.73万0.11%4,026 401.0% $5,139 加仓
CALI BLACKROCK ETF TRUST II $52.05万0.11%10,300 8008.4% $4.04万 加仓
DVY ISHARES TR $52.24万0.11%3,342 -5-0.1% -$782 减仓
PMAR INNOVATOR ETFS TRUST $54.74万0.11%11,460 00.0% — 不变
BMAY INNOVATOR ETFS TRUST $55.26万0.11%11,670 -2,640-18.4% -$12.50万 减仓
VUG VANGUARD INDEX FDS $55.50万0.11%6,443 50.1% $431 加仓
GMUB GOLDMAN SACHS ETF TR $55.81万0.11%10,850 3503.3% $1.80万 加仓
SMH VANECK ETF TRUST $56.01万0.11%854 80.9% $5,247 加仓
SUSA ISHARES TR $56.81万0.12%3,682 00.0% — 不变
IYW ISHARES TR $56.84万0.12%2,254 00.0% — 不变
XLE SELECT SECTOR SPDR TR $56.85万0.12%10,705 -994-8.5% -$5.28万 减仓
BTI BRITISH AMERN TOB PLC $57.09万0.12%9,245 -45-0.5% -$2,779 减仓
DIS DISNEY WALT CO $57.59万0.12%5,984 220.4% $2,117 加仓
LQD ISHARES TR $58.10万0.12%5,327 1,44137.1% $15.72万 加仓
FENI FIDELITY COVINGTON TRUST $58.45万0.12%14,565 6,14372.9% $24.65万 加仓
FLRT PACER FDS TR $58.46万0.12%12,538 1881.5% $8,766 加仓
VCSH VANGUARD SCOTTSDALE FDS $58.48万0.12%7,400 -812-9.9% -$6.42万 减仓
— FIRST TR EXCHNG TRADED FD VI $58.68万0.12%19,255 00.0% — 不变
AMGN AMGEN INC $59.13万0.12%1,633 -117-6.7% -$4.24万 减仓
AMD ADVANCED MICRO DEVICES INC $59.19万0.12%1,019 -315-23.6% -$18.30万 减仓
VV VANGUARD INDEX FDS $60.22万0.12%1,751 90.5% $3,095 加仓
— ELEVATION SERIES TRUST $61.07万0.13%17,320 00.0% — 不变
WFC WELLS FARGO & CO $61.68万0.13%7,464 -47-0.6% -$3,884 减仓
PCMM BONDBLOXX ETF TRUST $62.09万0.13%12,450 -2,000-13.8% -$9.98万 减仓
OEF ISHARES TR $62.16万0.13%1,699 -65-3.7% -$2.38万 减仓
GS GOLDMAN SACHS GROUP INC $62.60万0.13%619 -9-1.4% -$9,102 减仓
PMBS PIMCO ETF TR $62.77万0.13%12,712 -200-1.5% -$9,876 减仓
— INNOVATOR ETFS TRUST $62.93万0.13%22,173 -74-0.3% -$2,100 减仓
ETN EATON CORP PLC $63.28万0.13%1,485 -190-11.3% -$8.10万 减仓
DELL DELL TECHNOLOGIES INC $64.06万0.13%1,485 -77-4.9% -$3.32万 减仓
SPHB INVESCO EXCH TRADED FD TR II $64.24万0.13%4,129 -1,000-19.5% -$15.56万 减仓
— ELEVATION SERIES TRUST $65.50万0.13%14,441 00.0% — 不变
— INNOVATOR ETFS TRUST $65.84万0.13%32,870 32,870— $65.84万 新建仓
LLY ELI LILLY & CO $66.08万0.14%551 336.4% $3.96万 加仓
— ELEVATION SERIES TRUST $66.55万0.14%16,250 00.0% — 不变
FDL FIRST TR EXCHANGE-TRADED FD $67.01万0.14%13,771 -163-1.2% -$7,932 减仓
RSP INVESCO EXCHANGE TRADED FD T $67.42万0.14%3,169 1675.6% $3.55万 加仓
IOO ISHARES TR $68.49万0.14%5,014 00.0% — 不变
— ELEVATION SERIES TRUST $69.87万0.14%17,300 00.0% — 不变
FBND FIDELITY MERRIMACK STR TR $70.00万0.14%15,388 3,87833.7% $17.64万 加仓
UNH UNITEDHEALTH GROUP INC $70.35万0.14%1,693 110.7% $4,571 加仓
DIA STATE STR SPDR DOW JONES IND $70.99万0.15%1,359 00.0% — 不变
— UNIFIED SER TR $71.47万0.15%19,213 19,213— $71.47万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $71.68万0.15%2,549 251.0% $7,030 加仓
ROST ROSS STORES INC $73.09万0.15%3,434 20.1% $426 加仓
GILD GILEAD SCIENCES INC $76.78万0.16%6,077 6,077— $76.78万 新建仓
POCT INNOVATOR ETFS TRUST $78.03万0.16%16,813 -924-5.2% -$4.29万 减仓
AXP AMERICAN EXPRESS CO $80.98万0.17%2,394 150.6% $5,074 加仓
IBDR ISHARES TR $83.32万0.17%34,389 -88,513-72.0% -$214.47万 减仓
IUSG ISHARES TR $83.92万0.17%4,462 00.0% — 不变
BNOV INNOVATOR ETFS TRUST $84.05万0.17%17,580 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $84.43万0.17%1,768 931111.2% $44.46万 加仓
VT VANGUARD INTL EQUITY INDEX F $88.24万0.18%5,622 00.0% — 不变
PSEP INNOVATOR ETFS TRUST $88.93万0.18%19,312 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $89.03万0.18%1,748 -199-10.2% -$10.14万 减仓
RTX RTX CORPORATION $89.86万0.18%4,736 -86-1.8% -$1.63万 减仓
— ELEVATION SERIES TRUST $90.63万0.19%26,377 26,377— $90.63万 新建仓