Fifth Third Wealth Advisors LLC
Cincinnati OH · SEC CIK 0001899030
$35.75亿2026Q2 申报市值
992持仓数
38.1%前十大占比 · 第一大 10.7%
199 / 34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
XOM 新建仓+$2,800.34万
FAST 加仓+$2,347.91万
SCHY 加仓+$1,191.48万
IVV 加仓+$1,040.81万
JQUA 加仓+$953.46万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$3,311.74万
HON 减仓-$309.46万
EFV 减仓-$247.12万
TOST 清仓-$180.03万
OEF 减仓-$170.64万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $2,467.59万 | 0.69% | 35,928 | 1,397 | 4.0% | $95.95万 | 加仓 |
| TSLA | TESLA INC COM | $2,502.95万 | 0.70% | 59,509 | 3,592 | 6.4% | $151.08万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,702.46万 | 0.76% | 90,720 | -994 | -1.1% | -$29.61万 | 减仓 |
| CAT | CATERPILLAR INC | $2,798.99万 | 0.78% | 26,284 | 2,249 | 9.4% | $239.50万 | 加仓 |
| XOM | EXXON MOBIL CORP COM | $2,800.34万 | 0.78% | 204,823 | 204,823 | — | $2,800.34万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $2,957.62万 | 0.83% | 25,623 | 4,576 | 21.7% | $528.20万 | 加仓 |
| LLY | ELI LILLY & CO COM | $3,006.68万 | 0.84% | 25,068 | 1,510 | 6.4% | $181.11万 | 加仓 |
| SPYV | SPDR SERIES TRUST ST STR P500VAL | $3,027.45万 | 0.85% | 498,018 | -5,881 | -1.2% | -$35.75万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $3,379.10万 | 0.95% | 283,982 | 8,266 | 3.0% | $98.36万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $3,398.89万 | 0.95% | 273,729 | 7,081 | 2.7% | $87.92万 | 加仓 |
| META | META PLATFORMS INC CL A | $3,473.42万 | 0.97% | 61,663 | 861 | 1.4% | $48.50万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3,953.42万 | 1.11% | 111,890 | 775 | 0.7% | $27.38万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $4,144.18万 | 1.16% | 500,264 | 1,339 | 0.3% | $11.09万 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $4,418.92万 | 1.24% | 297,951 | 3,655 | 1.2% | $54.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. COM | $4,751.00万 | 1.33% | 145,144 | 4,032 | 2.9% | $131.98万 | 加仓 |
| AVGO | BROADCOM INC COM | $5,348.66万 | 1.50% | 141,593 | 28 | 0.0% | $1.06万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $6,115.79万 | 1.71% | 793,126 | -7,122 | -0.9% | -$54.92万 | 减仓 |
| AMZN | AMAZON COM INC COM | $7,227.45万 | 2.02% | 303,241 | 4,853 | 1.6% | $115.67万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $8,089.72万 | 2.26% | 216,871 | -28 | -0.0% | -$1.04万 | 减仓 |
| FAST | FASTENAL CO | $8,448.09万 | 2.36% | 1,758,920 | 488,842 | 38.5% | $2,347.91万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $8,757.28万 | 2.45% | 245,048 | 6,268 | 2.6% | $224.00万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $1.19亿 | 3.34% | 1,236,076 | 25,382 | 2.1% | $245.14万 | 加仓 |
| AAPL | APPLE INC COM | $1.22亿 | 3.40% | 419,922 | 2,292 | 0.5% | $66.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1.27亿 | 3.56% | 636,545 | 1,815 | 0.3% | $36.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.24亿 | 6.26% | 299,926 | 41 | 0.0% | $3.06万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $3.83亿 | 10.71% | 511,496 | 13,898 | 2.8% | $1,040.81万 | 加仓 |