Lineweaver Wealth Advisors, LLC
VALLEY VIEW OH · SEC CIK 0001797873
$8.45亿2026Q2 申报市值
182持仓数
42.5%前十大占比 · 第一大 8.9%
15 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOVT 新建仓+$1,363.76万
EFG 新建仓+$1,089.07万
GSEW 加仓+$348.35万
PGR 加仓+$346.03万
SMTH 加仓+$293.09万
2026Q2 卖出最多 按季末市值估算
EFV 减仓-$960.86万
MTUM 减仓-$473.17万
IEMG 减仓-$377.70万
IAU 减仓-$273.29万
HONEYWELL INTL I 清仓-$264.39万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $187.13万 | 0.22% | 12,617 | -319 | -2.5% | -$4.73万 | 减仓 |
| MCK | MCKESSON CORP | $188.73万 | 0.22% | 2,498 | 14 | 0.6% | $1.06万 | 加仓 |
| MUB | ISHARES TR | $196.67万 | 0.23% | 18,275 | -2,926 | -13.8% | -$31.49万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $205.98万 | 0.24% | 6,548 | 257 | 4.1% | $8.08万 | 加仓 |
| APH | AMPHENOL CORP | $206.58万 | 0.24% | 11,716 | 5,396 | 85.4% | $95.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $209.30万 | 0.25% | 2,237 | 235 | 11.7% | $21.99万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $209.49万 | 0.25% | 36,357 | 1,929 | 5.6% | $11.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $210.19万 | 0.25% | 79,556 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $210.28万 | 0.25% | 39,917 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $217.79万 | 0.26% | 36,226 | 5,682 | 18.6% | $34.16万 | 加仓 |
| MDT | MEDTRONIC PLC | $223.77万 | 0.26% | 28,604 | 5,400 | 23.3% | $42.24万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $233.34万 | 0.28% | 46,065 | -8,580 | -15.7% | -$43.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $233.78万 | 0.28% | 87,756 | 20,512 | 30.5% | $54.64万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $234.21万 | 0.28% | 56,709 | 8,622 | 17.9% | $35.61万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $238.72万 | 0.28% | 84,609 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $245.16万 | 0.29% | 25,615 | 1,360 | 5.6% | $13.02万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $251.46万 | 0.30% | 4,936 | 779 | 18.7% | $39.68万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $258.40万 | 0.31% | 44,676 | 2,316 | 5.5% | $13.40万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $261.17万 | 0.31% | 8,908 | 387 | 4.5% | $11.35万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $262.48万 | 0.31% | 5,496 | 448 | 8.9% | $21.40万 | 加仓 |
| PEP | PEPSICO INC | $272.44万 | 0.32% | 20,121 | 1,114 | 5.9% | $15.08万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $272.91万 | 0.32% | 30,076 | 6,412 | 27.1% | $58.18万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $275.61万 | 0.33% | 73,574 | 13,350 | 22.2% | $50.01万 | 加仓 |
| ASML | ASML HLDG NV | $276.41万 | 0.33% | 1,389 | 248 | 21.7% | $49.35万 | 加仓 |
| DE | DEERE & CO | $276.44万 | 0.33% | 4,358 | 376 | 9.4% | $23.85万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $278.44万 | 0.33% | 21,997 | 1,199 | 5.8% | $15.18万 | 加仓 |
| CAT | CATERPILLAR INC | $278.65万 | 0.33% | 2,617 | 57 | 2.2% | $6.07万 | 加仓 |
| STOT | SSGA ACTIVE TR | $284.15万 | 0.34% | 60,381 | 2,480 | 4.3% | $11.67万 | 加仓 |
| ISTB | ISHARES TR | $291.79万 | 0.35% | 60,474 | 2,011 | 3.4% | $9.70万 | 加仓 |
| AMGN | AMGEN INC | $295.46万 | 0.35% | 8,159 | 407 | 5.3% | $14.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $297.03万 | 0.35% | 10,563 | 1,005 | 10.5% | $28.26万 | 加仓 |
| LLY | ELI LILLY & CO | $308.12万 | 0.36% | 2,569 | 205 | 8.7% | $24.59万 | 加仓 |
| META | META PLATFORMS INC | $308.36万 | 0.36% | 5,474 | 809 | 17.3% | $45.57万 | 加仓 |
| WMT | WALMART INC | $311.77万 | 0.37% | 27,527 | 1,569 | 6.0% | $17.77万 | 加仓 |
| IEFA | ISHARES TR | $312.47万 | 0.37% | 32,354 | -219 | -0.7% | -$2.12万 | 减仓 |
| V | VISA INC | $324.25万 | 0.38% | 9,451 | 741 | 8.5% | $25.42万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $341.63万 | 0.40% | 74,853 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $348.96万 | 0.41% | 61,243 | 2,102 | 3.6% | $11.98万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $350.66万 | 0.42% | 24,000 | 1,010 | 4.4% | $14.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $359.60万 | 0.43% | 24,523 | 1,806 | 7.9% | $26.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $366.23万 | 0.43% | 3,621 | -77 | -2.1% | -$7.79万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $366.74万 | 0.43% | 8,500 | -7,300 | -46.2% | -$314.97万 | 重新持有 |
| BLK | BLACKROCK INC | $391.12万 | 0.46% | 4,068 | -241 | -5.6% | -$23.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $392.45万 | 0.46% | 23,676 | 1,358 | 6.1% | $22.51万 | 加仓 |
| C | CITIGROUP INC | $412.84万 | 0.49% | 29,497 | 135 | 0.5% | $1.89万 | 加仓 |
| IAU | ISHARES GOLD TR | $419.43万 | 0.50% | 55,546 | -36,193 | -39.5% | -$273.29万 | 减仓 |
| CTAS | CINTAS CORP | $431.20万 | 0.51% | 25,353 | 224 | 0.9% | $3.81万 | 加仓 |
| MCD | MCDONALDS CORP | $434.61万 | 0.51% | 16,078 | 1,483 | 10.2% | $40.09万 | 加仓 |
| ABBV | ABBVIE INC | $437.03万 | 0.52% | 17,367 | 1,128 | 6.9% | $28.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $446.43万 | 0.53% | 50,864 | 3,081 | 6.4% | $27.04万 | 加仓 |
| GLW | CORNING INC | $458.18万 | 0.54% | 17,937 | -1,168 | -6.1% | -$29.83万 | 减仓 |
| MRK | MERCK & CO INC | $461.95万 | 0.55% | 35,950 | 2,306 | 6.9% | $29.63万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $472.53万 | 0.56% | 129,851 | 23,979 | 22.6% | $87.26万 | 加仓 |
| HD | HOME DEPOT INC | $489.21万 | 0.58% | 13,871 | 1,230 | 9.7% | $43.38万 | 加仓 |
| — | EXXON MOBIL CORP | $514.00万 | 0.61% | 37,595 | 1,209 | 3.3% | $16.53万 | 加仓 |
| IXUS | ISHARES TR | $520.06万 | 0.62% | 54,491 | 9,943 | 22.3% | $94.90万 | 加仓 |
| MTUM | ISHARES TR | $561.10万 | 0.66% | 16,367 | -13,802 | -45.7% | -$473.17万 | 减仓 |
| PGR | PROGRESSIVE CORP | $564.41万 | 0.67% | 25,837 | 15,840 | 158.4% | $346.03万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $590.95万 | 0.70% | 72,903 | -992 | -1.3% | -$8.04万 | 减仓 |
| EFV | ISHARES TR | $596.82万 | 0.71% | 77,965 | -125,521 | -61.7% | -$960.86万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $604.74万 | 0.72% | 58,588 | -691 | -1.2% | -$7.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $623.08万 | 0.74% | 24,534 | 1,345 | 5.8% | $34.16万 | 加仓 |
| ITA | ISHARES TR | $625.00万 | 0.74% | 25,782 | 766 | 3.1% | $18.57万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $651.46万 | 0.77% | 108,055 | -393 | -0.4% | -$2.37万 | 减仓 |
| AMZN | AMAZON COM INC | $689.61万 | 0.82% | 28,934 | 1,552 | 5.7% | $36.99万 | 加仓 |
| TSLA | TESLA INC | $709.05万 | 0.84% | 16,858 | 1,443 | 9.4% | $60.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $758.00万 | 0.90% | 206,063 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $806.50万 | 0.95% | 152,978 | -46,772 | -23.4% | -$246.58万 | 减仓 |
| GOOGL | ALPHABET INC | $858.95万 | 1.02% | 24,035 | 997 | 4.3% | $35.63万 | 加仓 |
| DGRO | ISHARES TR | $875.12万 | 1.04% | 115,466 | -241 | -0.2% | -$1.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $969.71万 | 1.15% | 29,625 | 1,625 | 5.8% | $53.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,056.68万 | 1.25% | 21,117 | 1,722 | 8.9% | $86.17万 | 加仓 |
| EFG | ISHARES TR | $1,089.07万 | 1.29% | 87,532 | 87,532 | — | $1,089.07万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $1,103.74万 | 1.31% | 25,582 | -4,391 | -14.6% | -$189.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,119.15万 | 1.32% | 30,002 | 3,173 | 11.8% | $118.36万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $1,198.54万 | 1.42% | 126,937 | 36,894 | 41.0% | $348.35万 | 加仓 |
| IEMG | ISHARES INC | $1,279.19万 | 1.51% | 154,417 | -45,594 | -22.8% | -$377.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,298.27万 | 1.54% | 64,884 | 4,913 | 8.2% | $98.30万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $1,355.79万 | 1.60% | 313,623 | 13,335 | 4.4% | $57.65万 | 加仓 |
| GOVT | ISHARES TR | $1,363.76万 | 1.61% | 598,663 | 598,663 | — | $1,363.76万 | 新建仓 |
| AVGO | BROADCOM INC | $1,394.67万 | 1.65% | 36,920 | 281 | 0.8% | $10.61万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $1,768.29万 | 2.09% | 192,301 | 7,121 | 3.8% | $65.48万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,217.94万 | 2.63% | 326,119 | 3,941 | 1.2% | $26.80万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,469.64万 | 2.92% | 471,845 | -45,158 | -8.7% | -$236.36万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,474.66万 | 2.93% | 537,386 | -47,425 | -8.1% | -$218.39万 | 减仓 |
| AAPL | APPLE INC | $2,693.58万 | 3.19% | 93,087 | 2,310 | 2.5% | $66.84万 | 加仓 |
| USMV | ISHARES TR | $3,192.80万 | 3.78% | 330,997 | 13,822 | 4.4% | $133.33万 | 加仓 |
| QUAL | ISHARES TR | $3,450.66万 | 4.08% | 157,256 | 3,542 | 2.3% | $77.72万 | 加仓 |
| AGG | ISHARES TR | $3,747.30万 | 4.44% | 378,591 | 11,048 | 3.0% | $109.35万 | 加仓 |
| SMTH | ALPS ETF TR | $4,065.99万 | 4.81% | 1,579,639 | 113,865 | 7.8% | $293.09万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,111.47万 | 4.87% | 903,819 | 60,534 | 7.2% | $275.37万 | 加仓 |
| IVV | ISHARES TR | $7,517.14万 | 8.90% | 100,377 | 144 | 0.1% | $10.78万 | 加仓 |