Widmann Financial Services, Inc.
BOWIE MD · SEC CIK 0001906640
$1.86亿2026Q2 申报市值
123持仓数
38.7%前十大占比 · 第一大 6.1%
7 / 5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
WELL 加仓+$56.57万
MSFT 加仓+$47.37万
IEFA 加仓+$40.94万
AMAT 加仓+$35.79万
IWS 加仓+$34.62万
2026Q2 卖出最多 按季末市值估算
TSLA 减仓-$42.48万
NVDA 减仓-$34.72万
ACN 清仓-$28.30万
NFLX 清仓-$24.13万
EVTR 清仓-$24.11万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $193.19万 | 1.04% | 11,655 | -428 | -3.5% | -$7.09万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $193.42万 | 1.04% | 21,208 | 1,214 | 6.1% | $11.07万 | 加仓 |
| C | CITIGROUP INC | $208.69万 | 1.12% | 14,911 | -277 | -1.8% | -$3.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $211.38万 | 1.13% | 10,564 | -1,735 | -14.1% | -$34.72万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $213.62万 | 1.15% | 14,568 | -55 | -0.4% | -$8,065 | 减仓 |
| ABBV | ABBVIE INC | $222.54万 | 1.19% | 8,843 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $235.74万 | 1.26% | 29,766 | 966 | 3.4% | $7.65万 | 加仓 |
| KO | COCA COLA CO | $237.12万 | 1.27% | 29,177 | -469 | -1.6% | -$3.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $239.24万 | 1.28% | 3,204 | 48 | 1.5% | $3.58万 | 加仓 |
| HD | HOME DEPOT INC | $242.46万 | 1.30% | 6,875 | -155 | -2.2% | -$5.47万 | 减仓 |
| MCD | MCDONALDS CORP | $269.11万 | 1.44% | 9,956 | 32 | 0.3% | $8,649 | 加仓 |
| GLW | CORNING INC | $276.33万 | 1.48% | 10,818 | 950 | 9.6% | $24.27万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $284.16万 | 1.52% | 57,663 | 6,577 | 12.9% | $32.41万 | 加仓 |
| RTX | RTX CORPORATION | $294.14万 | 1.58% | 15,503 | -354 | -2.2% | -$6.72万 | 减仓 |
| IWO | ISHARES TR | $355.09万 | 1.90% | 9,013 | -195 | -2.1% | -$7.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $381.28万 | 2.04% | 15,013 | -157 | -1.0% | -$3.99万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $417.56万 | 2.24% | 14,849 | -208 | -1.4% | -$5.85万 | 减仓 |
| — | EXXON MOBIL CORP | $452.23万 | 2.43% | 33,077 | -1,263 | -3.7% | -$17.27万 | 减仓 |
| CAT | CATERPILLAR INC | $457.89万 | 2.46% | 4,300 | -75 | -1.7% | -$7.99万 | 减仓 |
| IWS | ISHARES TR | $490.29万 | 2.63% | 29,787 | 2,103 | 7.6% | $34.62万 | 加仓 |
| IWP | ISHARES TR | $518.14万 | 2.78% | 35,390 | 1,009 | 2.9% | $14.77万 | 加仓 |
| EEM | ISHARES TR | $602.30万 | 3.23% | 88,042 | -3,474 | -3.8% | -$23.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $622.89万 | 3.34% | 16,699 | 1,270 | 8.2% | $47.37万 | 加仓 |
| IWF | ISHARES TR | $729.98万 | 3.91% | 58,788 | 2,200 | 3.9% | $27.32万 | 加仓 |
| AAPL | APPLE INC | $816.58万 | 4.38% | 28,220 | 738 | 2.7% | $21.36万 | 加仓 |
| IWD | ISHARES TR | $841.92万 | 4.52% | 34,728 | 489 | 1.4% | $11.85万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $986.86万 | 5.29% | 79,100 | 1,389 | 1.8% | $17.33万 | 加仓 |
| IEFA | ISHARES TR | $1,146.71万 | 6.15% | 118,732 | 4,239 | 3.7% | $40.94万 | 加仓 |