Wealth Advisors of Iowa, LLC
WEST DES MOINES IA · SEC CIK 0001803005
$3.69亿2026Q2 申报市值
90持仓数
67.6%前十大占比 · 第一大 11.2%
4 / 2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
XLE 加仓+$1,071.87万
SPYG 加仓+$943.03万
SPMO 重新持有+$832.56万
SPYM 加仓+$265.97万
SPYV 加仓+$249.94万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$1,786.21万
XLU 减仓-$173.33万
QINT 减仓-$167.43万
MINT 减仓-$133.91万
FENI 减仓-$94.36万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,190 | -100.0% | -$21.06万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$20.58万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.01万 | 0.05% | 383 | 383 | — | $20.01万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.05万 | 0.05% | 6,322 | 6,322 | — | $20.05万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.23万 | 0.05% | 748 | -71 | -8.7% | -$1.92万 | 减仓 |
| ADBE | ADOBE INC | $20.30万 | 0.05% | 990 | -150 | -13.2% | -$3.08万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.97万 | 0.06% | 3,640 | 33 | 0.9% | $1,901 | 加仓 |
| WFC | WELLS FARGO & CO | $21.08万 | 0.06% | 2,551 | 2 | 0.1% | $165 | 加仓 |
| UNP | UNION PAC CORP | $21.76万 | 0.06% | 800 | 800 | — | $21.76万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $21.94万 | 0.06% | 1,213 | -728 | -37.5% | -$13.17万 | 减仓 |
| ABBV | ABBVIE INC | $22.19万 | 0.06% | 882 | 882 | — | $22.19万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $22.54万 | 0.06% | 928 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.93万 | 0.06% | 1,444 | 36 | 2.6% | $5,966 | 加仓 |
| KO | COCA COLA CO | $25.76万 | 0.07% | 3,169 | -55 | -1.7% | -$4,470 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $26.78万 | 0.07% | 13,715 | -293 | -2.1% | -$5,721 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $26.96万 | 0.07% | 13,745 | 10 | 0.1% | $196 | 加仓 |
| PEP | PEPSICO INC | $27.25万 | 0.07% | 2,012 | 78 | 4.0% | $1.06万 | 加仓 |
| BILS | SPDR SERIES TRUST | $27.39万 | 0.07% | 2,756 | -22 | -0.8% | -$2,186 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $27.43万 | 0.07% | 4,986 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $28.01万 | 0.08% | 2,373 | -806 | -25.4% | -$9.51万 | 减仓 |
| SBUX | STARBUCKS CORP | $28.25万 | 0.08% | 2,764 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.02万 | 0.08% | 1,226 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $30.44万 | 0.08% | 2,076 | -124 | -5.6% | -$1.82万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $30.50万 | 0.08% | 14,975 | 285 | 1.9% | $5,804 | 加仓 |
| — | EXXON MOBIL CORP | $31.68万 | 0.09% | 2,317 | 80 | 3.6% | $1.09万 | 加仓 |
| WMT | WALMART INC | $31.82万 | 0.09% | 2,810 | -16 | -0.6% | -$1,812 | 减仓 |
| TSLA | TESLA INC | $31.88万 | 0.09% | 758 | -122 | -13.9% | -$5.13万 | 减仓 |
| MRK | MERCK & CO INC | $33.30万 | 0.09% | 2,592 | 166 | 6.8% | $2.13万 | 加仓 |
| IWB | ISHARES TR | $34.06万 | 0.09% | 832 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.66万 | 0.09% | 1,590 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.49万 | 0.10% | 10,198 | 20 | 0.2% | $735 | 加仓 |
| SLV | ISHARES SILVER TR | $39.43万 | 0.11% | 7,375 | -30 | -0.4% | -$1,604 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.93万 | 0.11% | 1,456 | 9 | 0.6% | $2,530 | 加仓 |
| CRM | SALESFORCE INC | $42.18万 | 0.11% | 2,692 | -196 | -6.8% | -$3.07万 | 减仓 |
| RTX | RTX CORPORATION | $42.22万 | 0.11% | 2,225 | -8 | -0.4% | -$1,518 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.75万 | 0.12% | 1,762 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $48.75万 | 0.13% | 6,912 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $49.96万 | 0.14% | 727 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.77万 | 0.14% | 7,126 | -312 | -4.2% | -$2.22万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $51.39万 | 0.14% | 12,805 | -23,513 | -64.7% | -$94.36万 | 减仓 |
| AVGO | BROADCOM INC | $52.92万 | 0.14% | 1,401 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $56.27万 | 0.15% | 1,787 | 4 | 0.2% | $1,260 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $62.64万 | 0.17% | 1,690 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $73.66万 | 0.20% | 9,655 | 1 | 0.0% | $76 | 加仓 |
| PMBS | PIMCO ETF TR | $81.48万 | 0.22% | 16,500 | -333 | -2.0% | -$1.64万 | 减仓 |
| META | META PLATFORMS INC | $85.87万 | 0.23% | 1,524 | -25 | -1.6% | -$1.41万 | 减仓 |
| MUB | ISHARES TR | $89.53万 | 0.24% | 8,319 | 7 | 0.1% | $753 | 加仓 |
| AMAT | APPLIED MATLS INC | $90.01万 | 0.24% | 1,245 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $94.03万 | 0.25% | 2,741 | 31 | 1.1% | $1.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $94.57万 | 0.26% | 1,628 | -50 | -3.0% | -$2.90万 | 减仓 |
| GOOGL | ALPHABET INC | $111.75万 | 0.30% | 3,127 | -45 | -1.4% | -$1.61万 | 减仓 |
| CAT | CATERPILLAR INC | $112.28万 | 0.30% | 1,054 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $116.18万 | 0.31% | 3,550 | 1 | 0.0% | $327 | 加仓 |
| VUG | VANGUARD INDEX FDS | $116.47万 | 0.32% | 13,521 | -699 | -4.9% | -$6.02万 | 减仓 |
| LLY | ELI LILLY & CO | $120.45万 | 0.33% | 1,004 | -30 | -2.9% | -$3.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $129.56万 | 0.35% | 1,759 | 197 | 12.6% | $14.51万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $133.10万 | 0.36% | 13,554 | 9,181 | 209.9% | $90.16万 | 加仓 |
| GLD | SPDR GOLD TR | $142.67万 | 0.39% | 3,873 | -23 | -0.6% | -$8,473 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $178.34万 | 0.48% | 3,564 | -40 | -1.1% | -$2.00万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $179.15万 | 0.49% | 1,915 | -5 | -0.3% | -$4,678 | 减仓 |
| NVDA | NVIDIA CORPORATION | $198.79万 | 0.54% | 9,934 | -459 | -4.4% | -$9.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $199.92万 | 0.54% | 5,360 | 277 | 5.4% | $10.33万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $200.69万 | 0.54% | 2,525 | 1 | 0.0% | $795 | 加仓 |
| AMZN | AMAZON COM INC | $203.52万 | 0.55% | 8,539 | -60 | -0.7% | -$1.43万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.61% | 3 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $255.17万 | 0.69% | 25,312 | -13,283 | -34.4% | -$133.91万 | 减仓 |
| GOOG | ALPHABET INC | $258.81万 | 0.70% | 7,325 | -92 | -1.2% | -$3.25万 | 减仓 |
| IUSV | ISHARES TR | $263.84万 | 0.71% | 23,953 | -1,013 | -4.1% | -$11.16万 | 减仓 |
| DE | DEERE & CO | $285.49万 | 0.77% | 4,501 | 1 | 0.0% | $634 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $292.46万 | 0.79% | 40,462 | -1,391 | -3.3% | -$10.05万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $301.06万 | 0.82% | 58,143 | 13,053 | 28.9% | $67.59万 | 加仓 |
| PYLD | PIMCO ETF TR | $320.15万 | 0.87% | 120,718 | 167 | 0.1% | $4,429 | 加仓 |
| BOND | PIMCO ETF TR | $382.73万 | 1.04% | 41,507 | 439 | 1.1% | $4.05万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $419.29万 | 1.14% | 56,564 | -5,095 | -8.3% | -$37.77万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $419.34万 | 1.14% | 72,714 | 16,134 | 28.5% | $93.04万 | 加仓 |
| EFAV | ISHARES TR | $447.45万 | 1.21% | 51,015 | -2,444 | -4.6% | -$21.44万 | 减仓 |
| QINT | AMERICAN CENTY ETF TR | $476.87万 | 1.29% | 68,685 | -24,115 | -26.0% | -$167.43万 | 减仓 |
| LDUR | PIMCO ETF TR | $481.29万 | 1.30% | 50,339 | 763 | 1.5% | $7.30万 | 加仓 |
| IVV | ISHARES TR | $571.39万 | 1.55% | 7,630 | -301 | -3.8% | -$22.54万 | 减仓 |
| AAPL | APPLE INC | $607.35万 | 1.65% | 20,990 | -25 | -0.1% | -$7,234 | 减仓 |
| BIL | SPDR SERIES TRUST | $652.00万 | 1.77% | 71,148 | 394 | 0.6% | $3.61万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,206.47万 | 3.27% | 227,164 | 201,821 | 796.4% | $1,071.87万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,338.55万 | 3.63% | 82,862 | 51,539 | 164.5% | $832.56万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $1,503.31万 | 4.07% | 331,564 | -38,229 | -10.3% | -$173.33万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,606.36万 | 4.35% | 135,000 | 79,253 | 142.2% | $943.03万 | 加仓 |
| USMV | ISHARES TR | $1,904.24万 | 5.16% | 197,413 | 82 | 0.0% | $7,910 | 加仓 |
| SGOV | ISHARES TR | $1,962.68万 | 5.32% | 194,962 | -177,433 | -47.6% | -$1,786.21万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,772.84万 | 7.51% | 456,134 | 41,115 | 9.9% | $249.94万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,082.57万 | 8.35% | 350,771 | 30,265 | 9.4% | $265.97万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,117.82万 | 8.44% | 146,535 | -2,759 | -1.8% | -$58.70万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $3,510.87万 | 9.51% | 696,738 | 48,417 | 7.5% | $243.97万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $4,142.48万 | 11.22% | 674,013 | 38,926 | 6.1% | $239.24万 | 加仓 |