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 |
|---|---|---|---|---|---|---|---|---|
| AFL | AFLAC INC | $28.02万 | 0.17% | 2,554 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $26.81万 | 0.16% | 2,698 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.84万 | 0.15% | 855 | 40 | 4.9% | $1.21万 | 加仓 |
| CRBN | ISHARES TR | $25.51万 | 0.15% | 1,145 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $24.85万 | 0.15% | 1,689 | -4 | -0.2% | -$588 | 减仓 |
| NFLX | NETFLIX INC. | $24.13万 | 0.14% | 2,510 | 0 | 0.0% | — | 不变 |
| EVTR | MORGAN STANLEY ETF TRUST | $24.11万 | 0.14% | 4,750 | 4,750 | — | $24.11万 | 新建仓 |
| TMUS | T-MOBILE US INC | $23.61万 | 0.14% | 1,124 | 70 | 6.6% | $1.47万 | 加仓 |
| EFA | ISHARES TR | $23.52万 | 0.14% | 2,421 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.39万 | 0.14% | 2,518 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $23.00万 | 0.14% | 1,440 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $22.60万 | 0.13% | 346 | 33 | 10.5% | $2.16万 | 加仓 |
| CTVA | CORTEVA INC | $22.17万 | 0.13% | 2,649 | 2,649 | — | $22.17万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $20.99万 | 0.12% | 5,643 | 5,643 | — | $20.99万 | 新建仓 |
| CSX | CSX CORP | $20.79万 | 0.12% | 5,065 | -710 | -12.3% | -$2.91万 | 重新持有 |
| D | DOMINION ENERGY INC | $20.78万 | 0.12% | 3,361 | -230 | -6.4% | -$1.42万 | 重新持有 |
| AVGO | BROADCOM INC | $20.74万 | 0.12% | 670 | 25 | 3.9% | $7,738 | 加仓 |
| WELL | WELLTOWER INC | $20.34万 | 0.12% | 1,029 | 1,029 | — | $20.34万 | 新建仓 |
| NUE | NUCOR CORP | $20.32万 | 0.12% | 1,202 | -599 | -33.3% | -$10.13万 | 重新持有 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $19.88万 | 0.12% | 17,286 | 62 | 0.4% | $713 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $19.64万 | 0.12% | 22,790 | 7 | 0.0% | $60 | 加仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,169 | -100.0% | -$39.88万 | 清仓 |