Lineweaver Wealth Advisors, LLC
VALLEY VIEW OH · SEC CIK 0001797873
$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
26Q126Q2
前十大持仓 占组合比例
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 | 7,955 | 29.8% | $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 | 24,383 | 59.6% | $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 | 110 | 2.2% | $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 | 2,377 | 8.4% | $13.54万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $175.51万 | 0.24% | 67,244 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $180.55万 | 0.24% | 6,291 | 224 | 3.7% | $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 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $197.23万 | 0.27% | 39,917 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $198.18万 | 0.27% | 9,997 | 1,133 | 12.8% | $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 | 2,056 | 6.4% | $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 | 426 | 2.1% | $4.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $231.67万 | 0.31% | 9,558 | 2,683 | 39.0% | $65.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $233.40万 | 0.31% | 84,609 | 27,280 | 47.6% | $75.25万 | 加仓 |
| SO | SOUTHERN CO | $234.10万 | 0.32% | 24,255 | 1,777 | 7.9% | $17.15万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $242.96万 | 0.33% | 23,664 | 22,036 | 1,353.6% | $226.24万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $244.16万 | 0.33% | 42,360 | 7,538 | 21.6% | $43.45万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $247.54万 | 0.33% | 8,521 | 2,650 | 45.1% | $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 | 25 | 0.5% | $1.43万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $272.32万 | 0.37% | 20,798 | 686 | 3.4% | $8.98万 | 加仓 |
| AMGN | AMGEN INC | $272.75万 | 0.37% | 7,752 | 108 | 1.4% | $3.80万 | 加仓 |
| STOT | SSGA ACTIVE TR | $272.89万 | 0.37% | 57,901 | 7,836 | 15.7% | $36.93万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $273.17万 | 0.37% | 54,645 | 2,503 | 4.8% | $12.51万 | 加仓 |
| ISTB | ISHARES TR | $283.31万 | 0.38% | 58,463 | 7,002 | 13.6% | $33.93万 | 加仓 |
| BAC | BANK AMERICA CORP | $288.31万 | 0.39% | 59,141 | 1,100 | 1.9% | $5.36万 | 加仓 |
| IEFA | ISHARES TR | $294.89万 | 0.40% | 32,573 | 680 | 2.1% | $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 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $322.61万 | 0.44% | 25,958 | 515 | 2.0% | $6.40万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $328.13万 | 0.44% | 22,717 | 812 | 3.7% | $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 | 849 | 5.5% | $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 | 153 | 3.7% | $14.71万 | 加仓 |
| HD | HOME DEPOT INC | $415.76万 | 0.56% | 12,641 | 847 | 7.2% | $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 | 313 | 2.2% | $9.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $461.76万 | 0.62% | 22,318 | 1,228 | 5.8% | $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 | 604 | 1.0% | $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 | 240 | 1.6% | $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 | 4,096 | 2.1% | $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 | 692 | 2.3% | $16.61万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $762.30万 | 1.03% | 90,043 | 1,493 | 1.7% | $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 | 664 | 2.4% | $19.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $929.41万 | 1.25% | 19,395 | 72 | 0.4% | $3.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $993.15万 | 1.34% | 26,829 | 1,299 | 5.1% | $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 | 3,367 | 1.7% | $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 | 38,586 | 26.3% | $330.45万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,874.43万 | 2.53% | 322,178 | 7,497 | 2.4% | $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 | 29,157 | 6.0% | $151.41万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,694.22万 | 3.63% | 584,811 | 34,637 | 6.3% | $159.57万 | 加仓 |
| USMV | ISHARES TR | $2,941.48万 | 3.97% | 317,175 | 5,192 | 1.7% | $48.15万 | 加仓 |
| QUAL | ISHARES TR | $2,948.39万 | 3.98% | 153,714 | 2,540 | 1.7% | $48.72万 | 加仓 |
| AGG | ISHARES TR | $3,648.60万 | 4.92% | 367,543 | 20,260 | 5.8% | $201.12万 | 加仓 |
| SMTH | ALPS ETF TR | $3,775.10万 | 5.09% | 1,465,774 | 81,871 | 5.9% | $210.86万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,847.07万 | 5.19% | 843,285 | 46,976 | 5.9% | $214.30万 | 加仓 |
| IVV | ISHARES TR | $6,547.30万 | 8.83% | 100,233 | 1,580 | 1.6% | $103.21万 | 加仓 |