13F 机构持仓

Lineweaver Wealth Advisors, LLC

VALLEY VIEW OH · SEC CIK 0001797873

2026Q22026Q1 更早 9 个季度 🔒
$7.42亿2026Q1 申报市值
168持仓数
44.9%前十大占比 · 第一大 8.8%
10 / 15新建仓 / 清仓
申报市值走势$8.45亿2026Q2
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

IVV 8.8%
FBND 5.2%
SMTH 5.1%
AGG 4.9%
QUAL 4.0%
USMV 4.0%
JPIE 3.6%
BINC 3.6%
AAPL 3.1%
DYNF 2.5%

2026Q1 买入最多 按季末市值估算

IXUS 新建仓+$385.97万
CGIC 新建仓+$350.54万
JIVE 加仓+$330.45万
ABT 加仓+$226.24万
FBND 加仓+$214.30万

2026Q1 卖出最多 按季末市值估算

UNH 清仓-$177.78万
CTAS 减仓-$125.69万
CSCO 减仓-$86.69万
AZN 清仓-$85.47万
BIIB 清仓-$76.34万

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
AVGO BROADCOM INC 看跌期权 $00.00%0 -6,000-100.0% -$207.66万 清仓
DELL DELL TECHNOLOGIES INC 看跌期权 $00.00%0 —— — 申报中断
UNH UNITEDHEALTH GROUP INC $00.00%0 -5,386-100.0% -$177.78万 清仓
AZN ASTRAZENECA PLC $00.00%0 -4,648-100.0% -$85.47万 清仓
BIIB BIOGEN INC $00.00%0 -4,338-100.0% -$76.34万 清仓
SPY SPDR S&P 500 ETF TR 看跌期权 $00.00%0 -1,100-100.0% -$75.01万 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -8,302-100.0% -$69.53万 清仓
SUB ISHARES TR $00.00%0 -6,231-100.0% -$66.49万 清仓
BSCQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -31,631-100.0% -$61.92万 清仓
SPY SPDR S&P 500 ETF TR 看涨期权 $00.00%0 -900-100.0% -$61.37万 清仓
IGIB ISHARES TR $00.00%0 -10,447-100.0% -$56.29万 清仓
FALN ISHARES TR $00.00%0 -17,323-100.0% -$47.29万 清仓
PULS PGIM ETF TR $00.00%0 —— — 申报中断
GSY INVESCO ACTIVELY MANAGED EXC $00.00%0 —— — 申报中断
MINT PIMCO ETF TR $00.00%0 —— — 申报中断
TBUX T ROWE PRICE ETF INC $00.00%0 —— — 申报中断
MS MORGAN STANLEY $00.00%0 —— — 申报中断
FE FIRSTENERGY CORP $00.00%0 -5,696-100.0% -$25.50万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
LULU LULULEMON ATHLETICA INC $00.00%0 -1,140-100.0% -$23.69万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -42-100.0% -$22.68万 清仓
CRH CRH PLC $00.00%0 —— — 申报中断
IWF ISHARES TR $00.00%0 —— — 申报中断
MELI MERCADOLIBRE INC $00.00%0 -100-100.0% -$20.14万 清仓
— CREATIVE MEDIA & CMNTY TR $1.01万0.00%16,376 16,376— $1.01万 新建仓
AQST AQUESTIVE THERAPEUTICS INC $4.15万0.01%10,000 00.0% — 不变
TFSL TFS FINL CORP $14.56万0.02%10,361 1681.6% $2,360 加仓
FIGS FIGS INC $19.20万0.03%13,000 00.0% — 不变
VNLA JANUS DETROIT STR TR $20.45万0.03%4,185 -1,685-28.7% -$8.23万 减仓
OEF ISHARES TR $20.53万0.03%645 10.2% $318 加仓
ORCL ORACLE CORP $20.97万0.03%1,426 -10-0.7% -$1,471 减仓
TPL TEXAS PACIFIC LAND CORPORATI $21.36万0.03%450 450— $21.36万 新建仓
PSEP INNOVATOR ETFS TRUST $21.72万0.03%5,043 00.0% — 不变
GD GENERAL DYNAMICS CORP $21.75万0.03%634 -43-6.4% -$1.47万 减仓
T AT&T INC $22.40万0.03%7,726 -376-4.6% -$1.09万 重新持有
AXP AMERICAN EXPRESS CO $22.72万0.03%751 -138-15.5% -$4.17万 减仓
SBUX STARBUCKS CORP $22.72万0.03%2,536 -99-3.8% -$8,870 减仓
EQT EQT CORP $24.80万0.03%3,898 3,898— $24.80万 新建仓
SHW SHERWIN WILLIAMS CO $27.05万0.04%844 -6-0.7% -$1,923 减仓
UBER UBER TECHNOLOGIES INC $27.68万0.04%3,848 -9,087-70.3% -$65.36万 减仓
GE GE AEROSPACE $29.09万0.04%1,025 161.6% $4,541 加仓
JMST J P MORGAN EXCHANGE TRADED F $29.88万0.04%5,861 -13,734-70.1% -$70.01万 减仓
PH PARKER-HANNIFIN CORP $32.14万0.04%359 -6-1.6% -$5,372 减仓
FTEC FIDELITY COVINGTON TRUST $32.40万0.04%1,557 -1,295-45.4% -$26.95万 减仓
F FORD MTR CO $33.93万0.05%29,401 5832.0% $6,728 加仓
MA MASTERCARD INCORPORATED $34.95万0.05%699 -224-24.3% -$11.20万 减仓
VIG VANGUARD SPECIALIZED FUNDS $35.27万0.05%1,640 00.0% — 不变
MU MICRON TECHNOLOGY INC $35.76万0.05%1,059 -41-3.7% -$1.38万 减仓
CEG CONSTELLATION ENERGY CORP $36.35万0.05%1,302 -2-0.2% -$558 减仓
SPY STATE STR SPDR S&P 500 ETF T $37.72万0.05%580 -300-34.1% -$19.51万 减仓
LRCX LAM RESEARCH CORP $42.67万0.06%1,997 -22-1.1% -$4,701 减仓
ANET ARISTA NETWORKS INC $42.87万0.06%3,492 3,492— $42.87万 新建仓
RTX RTX CORPORATION $46.11万0.06%2,390 -246-9.3% -$4.75万 减仓
GEV GE VERNOVA INC $46.81万0.06%536 71.3% $6,114 加仓
POCT INNOVATOR ETFS TRUST $47.34万0.06%10,981 00.0% — 不变
PNOV INNOVATOR ETFS TRUST $49.52万0.07%12,119 00.0% — 不变
RITM RITHM CAPITAL CORP $49.57万0.07%52,290 -1,072-2.0% -$1.02万 减仓
— INNOVATOR ETFS TRUST $53.19万0.07%18,475 00.0% — 不变
— INNOVATOR ETFS TRUST $54.71万0.07%18,820 00.0% — 不变
NKE NIKE INC $54.91万0.07%10,396 -2,366-18.5% -$12.50万 减仓
PDEC INNOVATOR ETFS TRUST $55.16万0.07%12,979 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $57.97万0.08%10,227 -1,117-9.8% -$6.33万 减仓
PJUL INNOVATOR ETFS TRUST $58.28万0.08%12,677 00.0% — 不变
A AGILENT TECHNOLOGIES INC $62.29万0.08%5,465 490.9% $5,585 加仓
FDN FIRST TR EXCHANGE-TRADED FD $62.63万0.08%2,676 -41-1.5% -$9,595 减仓
JPST J P MORGAN EXCHANGE TRADED F $63.55万0.09%12,558 -7,850-38.5% -$39.73万 减仓
ISRG INTUITIVE SURGICAL INC $63.94万0.09%1,387 -348-20.1% -$16.04万 减仓
BSX BOSTON SCIENTIFIC CORP $63.97万0.09%10,194 3,57654.0% $22.44万 重新持有
PHYS SPROTT ASSET MANAGEMENT LP $65.97万0.09%18,615 00.0% — 不变
HIMU BLACKROCK ETF TRUST II $68.33万0.09%14,241 2,27119.0% $10.90万 加仓
MCO MOODYS CORP $69.28万0.09%1,588 -14-0.9% -$6,108 减仓
— INNOVATOR ETFS TRUST $71.29万0.10%26,677 00.0% — 不变
APH AMPHENOL CORP $79.86万0.11%6,320 6,320— $79.86万 新建仓
MINO PIMCO ETF TR $85.25万0.11%18,872 18,872— $85.25万 新建仓
DIS DISNEY WALT CO $85.27万0.11%8,847 -507-5.4% -$4.89万 减仓
ETN EATON CORP PLC $85.96万0.12%2,403 -144-5.7% -$5.15万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $86.14万0.12%31,729 31,729— $86.14万 新建仓
CRM SALESFORCE INC $86.27万0.12%4,622 -2,257-32.8% -$42.13万 减仓
— INNOVATOR ETFS TRUST $87.10万0.12%32,563 00.0% — 不变
— INNOVATOR ETFS TRUST $89.16万0.12%34,817 00.0% — 不变
— INNOVATOR ETFS TRUST $90.72万0.12%34,071 00.0% — 不变
PAPR INNOVATOR ETFS TRUST $91.28万0.12%22,935 00.0% — 不变
QCOM QUALCOMM INC $97.50万0.13%7,571 83612.4% $10.77万 加仓
BA BOEING CO $97.68万0.13%4,908 1,03726.8% $20.64万 加仓
LECO LINCOLN ELEC HLDGS INC $102.55万0.14%4,117 00.0% — 不变
— INNOVATOR ETFS TRUST $104.39万0.14%38,786 00.0% — 不变
UNP UNION PAC CORP $106.00万0.14%4,369 -484-10.0% -$11.74万 减仓
PMAR INNOVATOR ETFS TRUST $106.05万0.14%23,768 5,42029.5% $24.18万 加仓
CLX CLOROX CO DEL $106.10万0.14%10,238 2,78037.3% $28.81万 加仓
NFLX NETFLIX INC. $106.16万0.14%11,041 -1,459-11.7% -$14.03万 减仓
— INNOVATOR ETFS TRUST $112.05万0.15%41,103 17,24372.3% $47.00万 加仓
PANW PALO ALTO NETWORKS INC $118.19万0.16%7,372 95314.8% $15.28万 加仓
LIN LINDE PLC $118.87万0.16%2,398 -55-2.2% -$2.73万 减仓
CSCO CISCO SYS INC $119.86万0.16%15,448 -11,173-42.0% -$86.69万 减仓
AMT AMERICAN TOWER CORP $122.43万0.17%7,094 1,49826.8% $25.85万 加仓
GOOG ALPHABET INC $127.99万0.17%4,462 -131-2.9% -$3.76万 减仓
NOW SERVICENOW INC $136.56万0.18%13,062 2,19420.2% $22.94万 加仓
TMO THERMO FISHER SCIENTIFIC INC $143.63万0.19%2,922 -108-3.6% -$5.31万 减仓
ASML ASML HLDG NV $150.71万0.20%1,141 13413.3% $17.70万 加仓
PFEB INNOVATOR ETFS TRUST $158.38万0.21%39,497 4,77513.8% $19.15万 加仓