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
PJAN INNOVATOR ETFS TRUST $159.97万0.22%34,678 7,95529.8% $36.70万 加仓
IJR ISHARES TR $160.81万0.22%12,936 -127-1.0% -$1.58万 减仓
— INNOVATOR ETFS TRUST $165.82万0.22%65,311 24,38359.6% $61.91万 加仓
FDX FEDEX CORP $167.36万0.23%4,699 -946-16.8% -$33.69万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $170.58万0.23%5,048 1102.2% $3.72万 加仓
— INNOVATOR ETFS TRUST $171.78万0.23%64,701 -5-0.0% -$133 减仓
UL UNILEVER PLC $174.01万0.23%30,544 2,3778.4% $13.54万 加仓
— INNOVATOR ETFS TRUST $175.51万0.24%67,244 00.0% — 不变
NSC NORFOLK SOUTHN CORP $180.55万0.24%6,291 2243.7% $6.43万 加仓
CAT CATERPILLAR INC $181.34万0.24%2,560 -437-14.6% -$30.96万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $190.13万0.26%60,224 60,224— $190.13万 新建仓
PMAY INNOVATOR ETFS TRUST $192.06万0.26%48,087 00.0% — 不变
BUFF INNOVATOR ETFS TRUST $197.23万0.27%39,917 00.0% — 不变
PGR PROGRESSIVE CORP $198.18万0.27%9,997 1,13312.8% $22.46万 加仓
COST COSTCO WHOLESALE CORPORATION $199.52万0.27%2,002 -263-11.6% -$26.21万 减仓
MDT MEDTRONIC PLC $201.06万0.27%23,204 -2,190-8.6% -$18.98万 减仓
— INNOVATOR ETFS TRUST $203.86万0.27%79,556 -146-0.2% -$3,741 减仓
BMY BRISTOL-MYERS SQUIBB CO $208.81万0.28%34,428 2,0566.4% $12.47万 加仓
MCK MCKESSON CORP $214.94万0.29%2,484 -39-1.5% -$3.37万 减仓
LLY ELI LILLY & CO $217.42万0.29%2,364 -54-2.2% -$4.97万 减仓
DE DEERE & CO $224.33万0.30%3,982 -109-2.7% -$6.14万 减仓
MUB ISHARES TR $225.05万0.30%21,201 4262.1% $4.52万 加仓
IBM INTERNATIONAL BUSINESS MACHS $231.67万0.31%9,558 2,68339.0% $65.03万 加仓
— INNOVATOR ETFS TRUST $233.40万0.31%84,609 27,28047.6% $75.25万 加仓
SO SOUTHERN CO $234.10万0.32%24,255 1,7777.9% $17.15万 加仓
ABT ABBOTT LABORATORIES $242.96万0.33%23,664 22,0361,353.6% $226.24万 加仓
MDLZ MONDELEZ INTL INC $244.16万0.33%42,360 7,53821.6% $43.45万 加仓
APD AIR PRODUCTS AND CHEMICALS I $247.54万0.33%8,521 2,65045.1% $76.98万 加仓
LMT LOCKHEED MARTIN CORP $251.22万0.34%4,157 -596-12.5% -$36.02万 减仓
GLW CORNING INC $259.77万0.35%19,105 -830-4.2% -$11.29万 减仓
V VISA INC $263.25万0.36%8,710 -99-1.1% -$2.99万 减仓
— HONEYWELL INTL INC $264.39万0.36%11,697 -60-0.5% -$1.36万 减仓
META META PLATFORMS INC $266.91万0.36%4,665 250.5% $1.43万 加仓
DUK DUKE ENERGY CORP NEW $272.32万0.37%20,798 6863.4% $8.98万 加仓
AMGN AMGEN INC $272.75万0.37%7,752 1081.4% $3.80万 加仓
STOT SSGA ACTIVE TR $272.89万0.37%57,901 7,83615.7% $36.93万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $273.17万0.37%54,645 2,5034.8% $12.51万 加仓
ISTB ISHARES TR $283.31万0.38%58,463 7,00213.6% $33.93万 加仓
BAC BANK AMERICA CORP $288.31万0.39%59,141 1,1001.9% $5.36万 加仓
IEFA ISHARES TR $294.89万0.40%32,573 6802.1% $6.16万 加仓
PEP PEPSICO INC $295.17万0.40%19,007 -887-4.5% -$13.77万 减仓
JCI JOHNSON CONTROLS INTERNATION $301.05万0.41%22,990 -1,226-5.1% -$16.05万 减仓
GS GOLDMAN SACHS GROUP INC $312.88万0.42%3,698 -301-7.5% -$25.47万 减仓
PAUG INNOVATOR ETFS TRUST $319.77万0.43%74,853 00.0% — 不变
WMT WALMART INC $322.61万0.44%25,958 5152.0% $6.40万 加仓
PG PROCTER & GAMBLE CO $328.13万0.44%22,717 8123.7% $11.73万 加仓
C CITIGROUP INC $332.99万0.45%29,362 -1,744-5.6% -$19.78万 减仓
CGIC CAPITAL GROUP INTERNATIONAL $350.54万0.47%105,872 105,872— $350.54万 新建仓
ABBV ABBVIE INC $353.18万0.48%16,239 8495.5% $18.46万 加仓
IXUS ISHARES TR $385.97万0.52%44,548 44,548— $385.97万 新建仓
MRK MERCK & CO INC $404.71万0.55%33,644 -4,236-11.2% -$50.96万 减仓
BLK BLACKROCK INC $414.36万0.56%4,309 1533.7% $14.71万 加仓
HD HOME DEPOT INC $415.76万0.56%12,641 8477.2% $27.86万 加仓
CTAS CINTAS CORP $425.03万0.57%25,129 -7,431-22.8% -$125.69万 减仓
NEE NEXTERA ENERGY INC $443.81万0.60%47,783 -3,332-6.5% -$30.95万 减仓
MCD MCDONALDS CORP $453.61万0.61%14,595 3132.2% $9.73万 加仓
CVX CHEVRON CORPORATION $461.76万0.62%22,318 1,2285.8% $25.41万 加仓
DELL DELL TECHNOLOGIES INC $491.95万0.66%29,973 -2,227-6.9% -$36.55万 减仓
ONEQ FIDELITY COMWLTH TR $503.33万0.68%59,279 6041.0% $5.13万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $504.55万0.68%73,895 -1,647-2.2% -$11.25万 减仓
ITA ISHARES TR $547.23万0.74%25,016 -113-0.4% -$2.47万 减仓
JNJ JOHNSON & JOHNSON $566.83万0.76%23,189 -952-3.9% -$23.27万 减仓
AMZN AMAZON COM INC $570.28万0.77%27,382 -1,090-3.8% -$22.70万 减仓
TSLA TESLA INC $573.05万0.77%15,415 2401.6% $8.92万 加仓
FDVV FIDELITY COVINGTON TRUST $599.07万0.81%108,448 -2,177-2.0% -$12.03万 减仓
— EXXON MOBIL CORP $617.32万0.83%36,386 -1,604-4.2% -$27.21万 减仓
BAI BLACKROCK ETF TRUST $658.18万0.89%199,750 4,0962.1% $13.50万 加仓
GOOGL ALPHABET INC $662.47万0.89%23,038 -1,602-6.5% -$46.07万 减仓
— INNOVATOR ETFS TRUST $710.30万0.96%206,063 -132-0.1% -$4,550 减仓
MTUM ISHARES TR $724.03万0.98%30,169 6922.3% $16.61万 加仓
GSEW GOLDMAN SACHS ETF TR $762.30万1.03%90,043 1,4931.7% $12.64万 加仓
IAU ISHARES GOLD TR $808.77万1.09%91,739 -3,200-3.4% -$28.21万 减仓
DGRO ISHARES TR $812.03万1.10%115,707 -10,163-8.1% -$71.32万 减仓
JPM JPMORGAN CHASE & CO $823.64万1.11%28,000 6642.4% $19.53万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $929.41万1.25%19,395 720.4% $3.45万 加仓
MSFT MICROSOFT CORP $993.15万1.34%26,829 1,2995.1% $48.09万 加仓
NVDA NVIDIA CORPORATION $1,045.89万1.41%59,971 -3,343-5.3% -$58.30万 减仓
AVGO BROADCOM INC $1,134.01万1.53%36,639 -781-2.1% -$24.17万 减仓
PJUN INNOVATOR ETFS TRUST $1,256.00万1.69%300,288 -569-0.2% -$2.38万 减仓
IEMG ISHARES INC $1,395.08万1.88%200,011 3,3671.7% $23.48万 加仓
EFV ISHARES TR $1,512.92万2.04%203,486 -1,091-0.5% -$8.11万 减仓
JIVE J P MORGAN EXCHANGE TRADED F $1,585.87万2.14%185,180 38,58626.3% $330.45万 加仓
DYNF BLACKROCK ETF TRUST $1,874.43万2.53%322,178 7,4972.4% $43.62万 加仓
AAPL APPLE INC $2,303.82万3.11%90,777 -1,899-2.0% -$48.19万 减仓
BINC BLACKROCK ETF TRUST II $2,684.80万3.62%517,003 29,1576.0% $151.41万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $2,694.22万3.63%584,811 34,6376.3% $159.57万 加仓
USMV ISHARES TR $2,941.48万3.97%317,175 5,1921.7% $48.15万 加仓
QUAL ISHARES TR $2,948.39万3.98%153,714 2,5401.7% $48.72万 加仓
AGG ISHARES TR $3,648.60万4.92%367,543 20,2605.8% $201.12万 加仓
SMTH ALPS ETF TR $3,775.10万5.09%1,465,774 81,8715.9% $210.86万 加仓
FBND FIDELITY MERRIMACK STR TR $3,847.07万5.19%843,285 46,9765.9% $214.30万 加仓
IVV ISHARES TR $6,547.30万8.83%100,233 1,5801.6% $103.21万 加仓