Widmann Financial Services, Inc.
BOWIE MD · SEC CIK 0001906640
$1.68亿2026Q1 申报市值
121持仓数
38.3%前十大占比 · 第一大 6.2%
6 / 1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
SGOV 加仓+$74.22万
AZN 新建仓+$42.74万
JHPI 新建仓+$37.12万
TBIL 加仓+$25.94万
EVTR 新建仓+$24.11万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$58.70万
AZN 清仓-$39.88万
TSLA 减仓-$37.51万
NVDA 减仓-$17.79万
EEM 减仓-$16.09万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $214.49万 | 1.28% | 12,299 | -1,020 | -7.7% | -$17.79万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $217.32万 | 1.29% | 51,086 | 4,610 | 9.9% | $19.61万 | 加仓 |
| KO | COCA COLA CO | $225.46万 | 1.34% | 29,646 | 135 | 0.5% | $1.03万 | 加仓 |
| HD | HOME DEPOT INC | $231.20万 | 1.37% | 7,030 | 156 | 2.3% | $5.13万 | 加仓 |
| MOO | VANECK ETF TRUST | $243.36万 | 1.45% | 28,800 | 539 | 1.9% | $4.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $249.99万 | 1.49% | 12,083 | 291 | 2.5% | $6.02万 | 加仓 |
| IWO | ISHARES TR | $288.97万 | 1.72% | 9,208 | 14 | 0.2% | $4,394 | 加仓 |
| RTX | RTX CORPORATION | $305.88万 | 1.82% | 15,857 | -53 | -0.3% | -$1.02万 | 减仓 |
| MCD | MCDONALDS CORP | $308.43万 | 1.83% | 9,924 | 35 | 0.4% | $1.09万 | 加仓 |
| CAT | CATERPILLAR INC | $309.93万 | 1.84% | 4,375 | -99 | -2.2% | -$7.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $364.97万 | 2.17% | 15,057 | -18 | -0.1% | -$4,363 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $370.82万 | 2.21% | 15,170 | -30 | -0.2% | -$7,333 | 减仓 |
| IWS | ISHARES TR | $403.47万 | 2.40% | 27,684 | 411 | 1.5% | $5.99万 | 加仓 |
| IWP | ISHARES TR | $440.49万 | 2.62% | 34,381 | 985 | 2.9% | $12.62万 | 加仓 |
| EEM | ISHARES TR | $519.72万 | 3.09% | 91,516 | -2,833 | -3.0% | -$16.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $571.15万 | 3.40% | 15,429 | -104 | -0.7% | -$3.85万 | 减仓 |
| — | EXXON MOBIL CORP | $582.61万 | 3.46% | 34,340 | -3,460 | -9.2% | -$58.70万 | 减仓 |
| IWF | ISHARES TR | $603.21万 | 3.59% | 14,147 | 1 | 0.0% | $426 | 加仓 |
| AAPL | APPLE INC | $697.46万 | 4.15% | 27,482 | -165 | -0.6% | -$4.19万 | 减仓 |
| IWD | ISHARES TR | $731.59万 | 4.35% | 34,239 | -45 | -0.1% | -$9,615 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $858.47万 | 5.11% | 77,711 | -1,448 | -1.8% | -$16.00万 | 减仓 |
| IEFA | ISHARES TR | $1,036.50万 | 6.16% | 114,493 | -138 | -0.1% | -$1.25万 | 减仓 |