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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,427 | -100.0% | -$28.30万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,510 | -100.0% | -$24.13万 | 清仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -4,750 | -100.0% | -$24.11万 | 清仓 |
| FENI | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -5,643 | -100.0% | -$20.99万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -1,202 | -100.0% | -$20.32万 | 清仓 |
| TMUS | T-MOBILE US INC | $20.03万 | 0.11% | 1,194 | 70 | 6.2% | $1.17万 | 加仓 |
| D | DOMINION ENERGY INC | $20.22万 | 0.11% | 2,961 | -400 | -11.9% | -$2.73万 | 减仓 |
| XT | ISHARES TR | $20.40万 | 0.11% | 2,469 | 2,469 | — | $20.40万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $21.07万 | 0.11% | 17,385 | 99 | 0.6% | $1,200 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $21.82万 | 0.12% | 22,796 | 6 | 0.0% | $57 | 加仓 |
| TJX | TJX COS INC NEW | $21.82万 | 0.12% | 1,440 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $22.10万 | 0.12% | 2,518 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $22.13万 | 0.12% | 2,613 | -36 | -1.4% | -$3,048 | 减仓 |
| ENB | ENBRIDGE INC | $23.28万 | 0.12% | 4,295 | -1,000 | -18.9% | -$5.42万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $23.96万 | 0.13% | 553 | 553 | — | $23.96万 | 新建仓 |
| CSX | CSX CORP | $24.08万 | 0.13% | 5,066 | 1 | 0.0% | $48 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.12万 | 0.13% | 250 | 250 | — | $24.12万 | 新建仓 |
| ORCL | ORACLE CORP | $24.18万 | 0.13% | 1,650 | -39 | -2.3% | -$5,715 | 减仓 |
| EFA | ISHARES TR | $25.15万 | 0.13% | 2,421 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $25.16万 | 0.13% | 1,802 | 1,802 | — | $25.16万 | 新建仓 |
| IVV | ISHARES TR | $25.91万 | 0.14% | 346 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $26.32万 | 0.14% | 1,656 | 1,656 | — | $26.32万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $27.19万 | 0.15% | 2,997 | 150 | 5.3% | $1.36万 | 加仓 |
| AVGO | BROADCOM INC | $27.39万 | 0.15% | 725 | 55 | 8.2% | $2.08万 | 加仓 |
| CRBN | ISHARES TR | $28.97万 | 0.16% | 1,145 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $29.11万 | 0.16% | 1,172 | 1 | 0.1% | $248 | 加仓 |
| QCOM | QUALCOMM INC | $29.51万 | 0.16% | 1,597 | 1,597 | — | $29.51万 | 新建仓 |
| AFL | AFLAC INC | $29.95万 | 0.16% | 2,554 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $30.18万 | 0.16% | 6,898 | 6,898 | — | $30.18万 | 新建仓 |
| RPM | RPM INTL INC | $30.59万 | 0.16% | 2,753 | 55 | 2.0% | $6,112 | 加仓 |
| BOND | PIMCO ETF TR | $31.17万 | 0.17% | 3,380 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $32.40万 | 0.17% | 11,843 | -240 | -2.0% | -$6,566 | 减仓 |
| MDT | MEDTRONIC PLC | $32.99万 | 0.18% | 4,217 | -640 | -13.2% | -$5.01万 | 减仓 |
| WPC | WP CAREY INC | $33.02万 | 0.18% | 4,618 | -367 | -7.4% | -$2.62万 | 减仓 |
| AMGN | AMGEN INC | $33.50万 | 0.18% | 925 | -170 | -15.5% | -$6.16万 | 减仓 |
| IR | INGERSOLL RAND INC | $34.35万 | 0.18% | 4,189 | -64 | -1.5% | -$5,247 | 减仓 |
| VTI | VANGUARD INDEX FDS | $34.71万 | 0.19% | 938 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $35.51万 | 0.19% | 1,035 | 180 | 21.1% | $6.18万 | 加仓 |
| LOW | LOWES COS INC | $35.61万 | 0.19% | 1,615 | 40 | 2.5% | $8,820 | 加仓 |
| TGT | TARGET CORP | $37.56万 | 0.20% | 2,875 | -29 | -1.0% | -$3,788 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $37.91万 | 0.20% | 2,771 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $40.43万 | 0.22% | 2,132 | -35 | -1.6% | -$6,637 | 减仓 |
| SPYM | SPDR SERIES TRUST | $41.04万 | 0.22% | 4,670 | 11 | 0.2% | $967 | 加仓 |
| AZZ | AZZ INC | $44.47万 | 0.24% | 2,868 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $44.90万 | 0.24% | 1,884 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $45.40万 | 0.24% | 1,800 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.41万 | 0.24% | 7,881 | -1,085 | -12.1% | -$6.25万 | 减仓 |
| DE | DEERE & CO | $47.19万 | 0.25% | 744 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $49.54万 | 0.27% | 2,600 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $52.88万 | 0.28% | 1,944 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $53.97万 | 0.29% | 577 | 220 | 61.6% | $20.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $58.04万 | 0.31% | 6,738 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $59.28万 | 0.32% | 9,832 | -100 | -1.0% | -$6,029 | 减仓 |
| GIS | GENERAL MILLS INC | $61.85万 | 0.33% | 17,772 | 237 | 1.4% | $8,248 | 加仓 |
| GOOG | ALPHABET INC | $64.09万 | 0.34% | 1,814 | 7 | 0.4% | $2,473 | 加仓 |
| BAC | BANK OF AMER CORP | $64.44万 | 0.35% | 11,308 | 4,802 | 73.8% | $27.36万 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $65.05万 | 0.35% | 28,655 | 12,215 | 74.3% | $27.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $65.94万 | 0.35% | 2,015 | 3 | 0.1% | $982 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $67.43万 | 0.36% | 3,727 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.55万 | 0.37% | 1,370 | 540 | 65.1% | $27.02万 | 加仓 |
| MMM | 3M CO | $69.30万 | 0.37% | 4,280 | 256 | 6.4% | $4.14万 | 加仓 |
| CSCO | CISCO SYS INC | $69.32万 | 0.37% | 5,902 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $74.00万 | 0.40% | 6,534 | -822 | -11.2% | -$9.31万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $75.54万 | 0.41% | 10,290 | -159 | -1.5% | -$1.17万 | 减仓 |
| GEV | GE VERNOVA INC | $75.90万 | 0.41% | 646 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $79.93万 | 0.43% | 3,521 | 2,492 | 242.2% | $56.57万 | 加仓 |
| CATH | GLOBAL X FDS | $82.44万 | 0.44% | 9,315 | 50 | 0.5% | $4,425 | 加仓 |
| DIS | DISNEY WALT CO | $86.12万 | 0.46% | 8,947 | -191 | -2.1% | -$1.84万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $88.71万 | 0.48% | 3,026 | -259 | -7.9% | -$7.59万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $92.31万 | 0.50% | 1,812 | -90 | -4.7% | -$4.59万 | 减仓 |
| BA | BOEING CO | $92.45万 | 0.50% | 4,271 | -15 | -0.3% | -$3,247 | 减仓 |
| IWN | ISHARES TR | $95.78万 | 0.51% | 4,330 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $95.88万 | 0.51% | 2,683 | -27 | -1.0% | -$9,649 | 减仓 |
| GE | GE AEROSPACE | $96.57万 | 0.52% | 2,584 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $102.66万 | 0.55% | 2,898 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $103.17万 | 0.55% | 20,708 | -75 | -0.4% | -$3,737 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $105.14万 | 0.56% | 2,013 | 1 | 0.0% | $522 | 加仓 |
| SGOV | ISHARES TR | $106.94万 | 0.57% | 10,623 | -1,250 | -10.5% | -$12.58万 | 减仓 |
| PPG | PPG INDS INC | $108.43万 | 0.58% | 8,939 | 22 | 0.2% | $2,669 | 加仓 |
| B | BARRICK MNG CORP | $112.79万 | 0.60% | 30,707 | -970 | -3.1% | -$3.56万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $112.80万 | 0.60% | 17,161 | 417 | 2.5% | $2.74万 | 加仓 |
| AMAT | APPLIED MATLS INC | $113.16万 | 0.61% | 1,565 | 495 | 46.3% | $35.79万 | 加仓 |
| PEP | PEPSICO INC | $114.10万 | 0.61% | 8,427 | 40 | 0.5% | $5,416 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $115.94万 | 0.62% | 2,361 | -60 | -2.5% | -$2.95万 | 减仓 |
| CVS | CVS HEALTH CORP | $116.60万 | 0.63% | 11,271 | 500 | 4.6% | $5.17万 | 加仓 |
| SO | SOUTHERN CO | $120.98万 | 0.65% | 12,641 | -80 | -0.6% | -$7,656 | 减仓 |
| MAIN | MAIN STR CAP CORP | $123.80万 | 0.66% | 23,862 | -467 | -1.9% | -$2.42万 | 减仓 |
| LLY | ELI LILLY & CO | $124.50万 | 0.67% | 1,038 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $128.12万 | 0.69% | 8,769 | -49 | -0.6% | -$7,159 | 减仓 |
| MO | ALTRIA GROUP INC | $131.04万 | 0.70% | 18,213 | -1,099 | -5.7% | -$7.91万 | 减仓 |
| TSLA | TESLA INC | $135.77万 | 0.73% | 3,228 | -1,010 | -23.8% | -$42.48万 | 减仓 |
| TBIL | RBB FD INC | $136.13万 | 0.73% | 27,302 | 3,600 | 15.2% | $17.95万 | 加仓 |
| GWW | WW GRAINGER INC | $136.67万 | 0.73% | 1,005 | -20 | -2.0% | -$2.72万 | 减仓 |
| PFE | PFIZER INC | $140.52万 | 0.75% | 58,355 | 3,485 | 6.4% | $8.39万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $142.39万 | 0.76% | 11,249 | -149 | -1.3% | -$1.89万 | 减仓 |
| T | AT&T INC | $144.97万 | 0.78% | 70,035 | 712 | 1.0% | $1.47万 | 加仓 |
| IRM | IRON MTN INC DEL | $150.62万 | 0.81% | 11,925 | -200 | -1.6% | -$2.53万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $151.05万 | 0.81% | 35,675 | -1,801 | -4.8% | -$7.63万 | 减仓 |
| MRK | MERCK & CO INC | $152.02万 | 0.82% | 11,831 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $157.73万 | 0.85% | 113,474 | -5,300 | -4.5% | -$7.37万 | 减仓 |